Roopam Oberoi

About Roopam Oberoi

Product Leader with 18+ years of experience driving large-scale transformation across global banking and financial services, with a focus on building governed, auditable, and scalable solutions.My work sits at the intersection of GenAI, intelligent automation, and data governance, enabling organizations to reduce operational risk, strengthen regulatory compliance, and modernize finance and risk functions.In my current role, I lead the strategy and execution of AI and data products that:Embed GenAI into finance workflows (including automating functional requirements and translating complex business logic into scalable solutions)Establish Critical Data Element (CDE) frameworks, lineage, and data controls to improve data integrity and audit readinessReplace high-risk manual processes with controlled, traceable, and explainable automation platformsI have partnered closely with Finance, Risk, Compliance, and Chief Data Office organizations to operationalize solutions aligned with enterprise data governance and model risk expectations.Over the years, I have:Built and scaled enterprise automation platforms supporting financial reporting and regulatory submissionsLed transformation initiatives that significantly reduced manual touchpoints and improved control frameworksDriven product strategy, roadmap, and adoption across global stakeholders in complex, regulated environments

Experience

1. Senior Vice President, Finance Technology

   Citi

   Jan 2025 — Present

Education

• Project management institute

  PMP, Studied Project Management Body of Knowledge, yet to appear for the exam

  2015

• Certified Business Analysis Professional™ (CBAP®), IIBA

  Certified Business Analysis Professional™ (CBAP®), Business Analysis

  2017 — 2017

• Six Sigma

  Studied & trained on Six Sigma Methodologies, Managed & contributed to Green Belt Projects

  2005

• PMI

  PMI-ACP, Agile Certified Practitioner

  2019 — 2019

• SCRUM ALLIANCE®

  Certified Product Owner

  2018 — 2018

• Axelos

  ITIL Foundation (2011), IT Service Management

  2015 — 2015

• Scrum Alliance

  Certified Scrum Master

• SGTB Khalsa College< Delhi University

  Bachelor of Arts - BA, Economics

  2000 — 2003

• International Institute of Business Analysis

  Certified Business Analysis Professional CBAP

• PGDBA, Finance, Symbiosis (SCDL)

  MBA, Finance, Finance and Financial Management Services

  2006 — 2008

• St. Marks School, New Delhi

  Commerce with Mathematics, Commerce with Mathematics

  2000

• Indian Institute of Management Visakhapatnam

  Post Graduate Program in Digital Finance and Fintech, Finance Technology

Skills

• Requirements Analysis
• Vendor Management
• Stakeholder Management
• Scrum
• Gap Analysis
• Itil Certified
• Operations Management
• Insurance
• Msbi
• Reporting, Mis & Dashboards
• Jira
• Six Sigma
•  Client Servicing and Customer and Vendor Relationship Management
• Leadership
• Process Excellance & Training
• Agile & Waterfall Methodologies
• Business Analysis
• Analysis
• Business Process Improvement
• Bugzilla
• Project Management
• Risk Management
• Team Management
• Unified Modeling Language (Uml)
• Analytical Skills
• Training
• Six Sigma & Quality Initiatives
• Mis & Dashboards
• Insurance Domain
• Microsoft Office
• Sql
• Microsoft Project