Nov 2024 – Nov 2025 · 1 yr · Buffalo-Niagara Falls Area · On-site

• SMP is a local minority owned multi-specialty multi-location Medical Practice Group located in Western New York State that provides comprehensive patient-centered medical care with a special focus on medically underserved areas.

Nov 2023 – Present · 2 yrs 5 mos · Buffalo-Niagara Falls Area · Remote

• Kotrike Financial Advisory Services capabilities cover an extensive array of services covering Valuation,
• Accounting & Bookkeeping, Financial reporting, Tax planning, Management planning and Audit related requirements.
• Our clients value our client-centric, integrated capabilities, and service￾oriented mindset. We are trusted execution partners for our clients. Our
• dedication to client service, adaptability, and cost-effectiveness sets us apart.
• Our clients benefit from a cross functional team of seasoned onshore and offshore CFA's, CA's, CPA's and Business Leaders.
• “High-quality, Client-focused execution fueled by subject matter expertise, structured processes, anchored in ethical practices and considerations”
• Visit www.kotrikefas.com for more information.
• Contact me to explore how we can support your firm.

Oct 2023 – Present · 2 yrs 6 mos · United States · Remote

• ClinicRCM is a revenue cycle management service that helps general and specialized medical practices achieve improved cash flows, higher revenues, attractive valuations, and enhanced regulatory compliance.
• ClinicRCM deploys optimized RCM tech that easily navigates the constantly evolving landscape of healthcare insurance and works effectively with Insurance Clearing Houses to deliver faster insurance processing cycle times. The entire medical insurance process (checking eligibility, handling pre-authorizations, filing claims, collections, and recovery, reworking denied claims, providing patient statements, etc.) can be undertaken by ClinicRCM, enabling the medical practice to focus on patient care and reducing its administrative and operational burden.
• Other value-added services include EMR/EHR technology, Collection solutions, Electronic Funds Transfer, Well-Care Services, Custom Wellness program, Patient Assessment, CodeMAXX, Medical Record Digital Scanning and Archiving, Audit Shield, Remote Data Backup & Recovery, TeleHealth, Physician Credentialing, Transcription, Patient Scheduling, Fractional COO/CFO support, etc.
• Please click on the below link to go to our website for more information.

Oct 2023 – Present · 2 yrs 6 mos · United States · Remote

• I provide fractional C-Suite (COO/CFO/CEO), Consultancy, and Execution support in the following areas:
• Medical Revenue Cycle & Practice Management,
• Accounting & Book-Keeping, Big Data Analytics, Artificial Intelligence, Machine Learning, Data Operations & Delivery, Business Operations & Transformation, Business Development, Sales & Marketing, Branding, Positioning, Career and Professional Development

Feb 2023 – Oct 2023 · 8 mos · Buffalo-Niagara Falls Area

• I was impacted by a global restructuring program at HSBC. I took my first extended break in 25 years and “recharged”. I researched self-employment. I tested the waters by setting up a management and execution consultancy practice aimed at helping small business owners in the following areas: | Accounting, Book-keeping, Valuation, Modelling & CFO Services | Client Success | Business Development & Sales | Digital & Growth Marketing & Lead Generation | Operations & Administration | Leadership | Career & Professional Development | Executive Coaching | Healthcare Revenue Cycle Management (RCM) & Medical Practice Billing & Administration |

Feb 2021 – Feb 2023 · 2 yrs

• Owned (Agile) Delivery Practice of Big Data & Client Analytics of HSBC Wholesale’s Product/Transaction Banking organization (Liquidity, Cash Management, Payments, Supply Chain, Receivables Finance & Trade). Scaled practice to ~$4m budget, ~12 use cases, ~100 FTE, 6 international locations. Enabled ~5% uplift in revenue (~12x ROI of ~$50m).
• Assembled diverse, multi-disciplinary talent pool of data, analytics, technology, change and delivery professionals working cohesively in Agile delivery pods to deliver complex advanced solutions, trusted data and packaged insights.
• Ensured end-to-end execution excellence by effectively managing the transition from estimate to analysis to design and delivery i.e by engaging with business leaders, developing use case value proposition, agreeing business case, aligning delivery/resource plan to tech, architecture and business strategy, with the goal of solving a chronic business problem and uplifting revenue, reducing cost and risk through the delivery of timely and high-quality client activity insights.
• Leveraged and added incremental data sources to the Wholesale Bank Data platform (largest aggregator of data within HSBC with over 1000 data sources being ingested). Work cited in Mckinsey article

Jul 2018 – Feb 2021 · 2 yrs 7 mos

• Key executive in the Business Management & Transformation function; Broad remit covering aspects of Business Analytics, Project Delivery Tracking, Business & Process Transformation, Automation, Standardization, Streamlining, Service enhancements, Business Controls and Governance. Designed and led several strategic efforts aimed at increasing revenue, reduce cost, manage risk and improving control:
• | Client Fee Income Uplift | Data & Analytics Delivery Modernization | Collaboration Issuer Services Remediation & Nostro Reconciliation | Client Services Process Robotics & Automation | Client Management Offshoring | Analytics, Reporting and Governance support for Fed Wire/Chips Payments Processing Committee, Balance Sheet Management and ALCO/ALCM.

Jan 2017 – Jul 2018 · 1 yr 6 mos

• Owned delivery of end-to-end Product fulfillment lifecycle supporting complex Structured Trade / Open Account (Supply Chain & Receivables Finance) solutioning and implementation as to Commercial and Global Banking clients. Oversight of Buyer & Supplier Onboarding on Product and Channel platforms, working closely with Deal Team (Coverage, Specialist Sales, and Structuring, managing a diverse range of Functional stakeholders (i.e., Technology, Compliance, Legal, and Risk etc.) across a global matrix-managed organization
• Decisions on delivery priorities, budgets and governance/policy, Strategy & execution as it relates to the ‘client journey’.
• Led change and implementation activities as part of client transition through the solutions delivery lifecycle; Client Solutions & Consultation, troubleshooting tech, and non-tech issues as part of client implementation and integration.
• Drove innovation and best practices w.r.t Client Implementation Methodologies, Tools & Techniques; Leveraged evolving FinTech Landscape as part of the end-to-end product fulfilment lifecycle and supported product development agenda in line with client priorities.
• Key metrics included Time-to-market, Time-to-Revenue, Delivery & Commercial Risk mitigation. Helped the Trade Bank scale to 15% market share by owning end-to-end implementation and fulfillment of comprehensive range of innovative Open Account (Supply chain and Receivables Finance) and traditional Core Trade solutions. Business worth > $750m growing at >15% p.a with key focus on Open Account (Supply Chain & Receivables Finance).

Dec 2014 – Jan 2017 · 2 yrs 1 mo

• Led ~700 FTE, 7 international site global CoE supporting the execution of the Digital and Client Management strategic imperatives and Operations on Digital Channels (HSBC net, Connect), covering 250k corporate clients. Scaled up support given 3-year plan to grow coverage to 1.5M clients. Implemented Digital Target Operating Model while aligning to the vision of a multi-channel engagement approach. Met Streamlining, Headcount and Cost metrics in face of customer base targeted to increase 10 x times but with no appetite for similar ramp in Operation headcount.
• Led Technical Phone and Secure Email Helpdesks providing uninterrupted procedural, troubleshooting and e-Channel / Platform training to Corporates across all HSBC Group Businesses and Regions
• Owned Set-up & Maintenance of Corporate e-Channel Profiles, Accounts, Users and Billable Services; Provided 24x7 key services for e-Channel staff systems including User Access Management, Holiday Tables, Daylight Savings, Cut-off times, Language Support, System loaded tables, exception emails for MT failures.
• Supported Business Acceptance Testing for all e-Channel development projects and Production Support in generating and managing tickets escalated to IT, rattle testing of key tools during scheduled releases and maintenance windows.
• Owned Process Reengineering & Automation, Operational Risk, MSII’s and Risk & Controls Assessment and alignment to the Business frameworks and risk appetite.

Jan 2014 – Dec 2014 · 11 mos

• Lead Executive for all Streamlining initiatives. Communicating, implementing, and embedding the local and global Streamlining strategy and ensuring its implementation, while aligning and staying true to the vision of multi-channel engagement approach. Helped exceed savings target (achieved $8m on $3m target) and established agenda for $20m saving for next year.
• End-to-end management of the ongoing Streamlining / Re-engineering work across Products, Processes, Propositions and Sales / Servicing channels. Providing leadership and governance across all impacted work and support areas to achieve the targeted end state Streamlining metrics.
• Worked collectively with colleagues and key stakeholders, optimizing the use of Business facilities and scale to gain competitive advantage, and ensuring innovations in sales and service, aligned with industry benchmarks / KPIs.

Aug 2012 – Jan 2014 · 1 yr 5 mos

• One of the Lead executives in the Group for all Contact Centers, focused on the Americas. Supported the development and communication of the Global Contact Center Transformation strategy and owned the implementation of the new global Contact Center Target Operating Model (TOM) in the Americas markets in accordance with Group strategy.
• Led end-to-end management of the transformation work, providing leadership across countries, sites and all impacted support areas to achieve the metrics. Exercised initiative proactively overcame obstacles to success and contributed to success of the Contact Centers in the Americas.
• Worked collectively with colleagues and key stakeholders, optimizing the use of the Group’s facilities and scale to gain competitive advantage. Ensured access to industry expertise, developing technologies, incorporated innovations in sales and service, aligned with industry benchmarks / KPI’s.
• Refined standards by which Contact Centers operated globally, with 55+ markets getting into alignment with TOM.

Aug 2011 – Aug 2012 · 1 yr

• International Secondment Assignment to HSBC Insurance - Bao Viet Life Insurance strategic partnership. Planned and managed projects and deliverables of the operations workstream as set out in the Technical Services Capability Transfer Agreement with HSBC's strategic partner, Bao Viet Life Insurance; Provided Project Management support and liaison with Regional Office, ensuring alignment of IT and Operations, Initiating KPI measurements, Refining processes and procedures and reducing inherent Operations risk. Supported efforts to centralize Operations, transfer knowledge and skills to the Operations Management; Assisted with the deployment of new products on the new policy administration platform and monitored the implementation of Operations strategies.

May 2008 – Aug 2011 · 3 yrs 3 mos

• Led Call Center Operations for HSBC Insurance & Cards, providing Sales, Retention, Claims and Customer Service phone support in a tri-lingual environment to Retail & Mortgage customers across US/Canada
• Exceeded revenue SLAs by 20+% YOY, creating an annual USD 75M revenue stream. Customer Conservation efforts have set new records each of the 3 years, registering a 38% retention rate YTD 2011 (vs industry standards of 25%)
• Integrated Insurance Call Center Operations with National Centralized Call Center Operations; Offshoring Coordinator for North America Insurance; Managed business support functions like MIS, Training, Admin etc. in addition to Core Operations teams. Member of National Task Forces (Coaching, Information Systems, Incentives etc.)

Sep 2001 – May 2008 · 6 yrs 8 mos

Feb 2001 – Sep 2001 · 7 mos · Hyderabad, Telangana, India · On-site

• Processing Accounts Receivables for Client (St Joseph's Hospital, Patterson, NJ, USA)

May 1999 – Feb 2001 · 1 yr 9 mos · Hyderabad, Telangana, India · On-site

• Email, Web-based, and Phone Support for what was world's second largest Internet Service Provider at that time, second only to AOL. Later merged with NetZero. Over 2 years, gained exposure to Internet Portal Management, Online Channel Development and also rotated through Departments like Technical Support, Billing, Internet Security and Abuse, and Legal Compliance