Kranti Kiran Goti

Advisory - Manager @EY

Charlotte, NC, US

Client & Account Management: Oversaw client accounts, ensuring alignment with their market position, products/services, and unique selling points—cultivated lasting business relationships, managing consistent client feedback and project updates. Regularly attended industry events, strengthening networking and client relationships.Leadership & Coaching: Managed and mentored the internal team, staying proactive in understanding market shifts, and ensuring client engagement remained regular and impactful.CLM Implementation: Directed the design and delivery for the third largest bank in the Dominican Republic.Organized inception workshops, providing several CLM demos to BHD stakeholders.Championed Onbase Integration for the bank\'s Document Management System.Elevated EY LATAM\'s Pega Practice by recruiting and training optimal resources in Pega.Pioneered the automation of unit testing in the BHD CLM application using Pega\'s Unit case feature, streamlining regression and unit testing.CLM Gap Analysis Accelerator: Formulated an accelerator that acts as a guide for effective gap analysis, encompassing essential materials, templates, and best practices, ensuring rapid and top-notch outputs.Integrated Requirements Library Transformation: Transformed a highly manual process for a major bank into a premier, automated program by:Designing the IRL framework, class structure, and data model.Automating evidence reviews, attestations, status reports, and core report builds.Netting Project: Spearheaded design and delivery for a large US bank by:Crafting a rules-engine automating netting analysis and flag application.Enhancing management of bespoke netting agreements and transparency.Simplifying user interface, ensuring case visibility, audit details, and quality reviews. Successfully transitioned through phase 3 of the project acquisition process and was instrumental in the pursuit and proof of concept.