Samir Sohail, Finance Expert in Dallas, United States
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Samir Sohail

Verified Expert  in Finance

Management Consulting Expert

Location
Dallas, United States
Toptal Member Since
March 7, 2022

作为一名拥有20多年行业经验的大型转型交付执行官和技术策略师, Samir has executed strategic plans, 成功地将技术与业务结合起来，为全球组织的发展提供方向. Samir has advised Fortune 500 C-level leaders, like CIOs and business unit heads, on business and digital transformation, enterprise strategy roadmap, operating model design, cost optimization, M&A, and cloud adoption.

Business TransformationManagement ConsultingBusiness DevelopmentBusiness Plan ConsultingPost-merger IntegrationFinancial ForecastingGrowth StrategyInvestment BankingFinancial ModelingRevenue & Expense ProjectionsMarket ResearchMergers & Acquisitions (M&A)Corporate Strategy

Career Highlights

Partner
Wipro
Practice Leader
Tata Consultancy Services
Senior Manager
Accenture

Education Highlights

Bachelor's Degree
University of Oklahoma

Certification Highlights

AWS Certified Solutions Architect | Associate
Amazon Web Services Training and Certification

Case Studies

Work Experience

Independent Senior Advisor

2021 - PRESENT
Self-employed
  • Served as an independent senior advisor, contracting via a big four management consulting firm, 围绕大规模转型计划与首席信息官和业务主管合作.
  • Formalized the business case, planning, 为一家美国领先的健康保险公司提供价值3亿美元的云基础转型计划的执行结构.
  • 在一家价值80亿美元的证券公司的剥离工作中，作为分离管理办公室的一部分，领导跨职能治理.
Focus areas: CIO, Advisory, Mergers & Acquisitions (M&A), Cloud, Business Transformation, Program Management, Project Management, Cloud Strategy, Cloud Computing, Project Delivery, Consumer Products, Business Planning, Growth Strategy, Portfolios, Strategy, Storytelling, Management Consulting, Microsoft Office, Request for Information (RFI), Request for Proposal (RFP), Product Strategy, Competitive Analysis, Customer Research, Business Strategy, Market Assessment, Corporate Strategy, Pricing Strategy, SaaS, Software Development Management, Market Research & Analysis, United States, Software, Business Plan Consulting, Business Models, Financial Modeling, Software as a Service (SaaS), Forecasting, B2B, Revenue & 费用预测，合并后整合，PMI，利益相关者访谈，广告

IT Governance Specialist

2023 - 2023
Toptal
  • 构建IT治理观点(POV)内容，以便为潜在的下游约定的客户机会展示.
  • 建立与收入增长相关的IT治理关键指标, project success rate, and stakeholder acceptance.
  • 反映了健壮的IT治理所需的具体结构, 包括IT指导委员会和成功实现的相关最佳实践.
重点领域:IT治理、业务战略、市场评估、SaaS、市场研究 & Analysis, United States, B2B

Partner

2016 - 2019
Wipro
  • Analyzed portfolios ranging from 100 to over 1,000 apps spanning across value streams and business domains. 作为数字化转型工作的一部分，确定了增强客户体验和增加竞争优势的计划.
  • 领导技术战略评估，利用工具和加速器来理解运营, pain points, portfolio health, functional gaps, technology risks, technical debt, market competitiveness, UX, architecture, and talent needs.
  • 管理多个geo的战略项目，以实现企业级ERP平台的标准化，并对基于过时技术的系统进行现代化改造.
重点领域:业务转型、数字化转型、咨询、CIO、技术战略 & Architecture, Business Development, Program Management, Management Consulting, Project Management, Operations, Supply Chain, Cloud Strategy, Cloud Computing, Enterprise Architecture, Mergers & Acquisitions (M&A), Project Delivery, Wealth Management, Investment Banking, Telecommunications, Consumer Products, Retail Product, Cloud, SAP ERP, Business Planning, IT Governance, Growth Strategy, Portfolios, Strategy, Go-to-market Strategy, Storytelling, Partnerships, Target Operating Models, Infrastructure, Solution Architecture, Applications, Microsoft Office, Pricing, Vendor Management, Procurement, Customer Relationship Management (CRM), Request for Information (RFI), Request for Proposal (RFP), Salesforce, Business Services, Financial Services, Product Strategy, Sales, Competitive Analysis, Market Research, Customer Research, Cost-benefit Analysis, Financial Forecasting, Business Strategy, Market Assessment, Corporate Strategy, Pricing Strategy, SaaS, Software Development Management, Market Research & Analysis, United States, Software, Business Plan Consulting, Product Licensing, Business Models, Financial Modeling, Software as a Service (SaaS), Forecasting, B2B, Revenue & 费用预测，合并后整合，PMI，利益相关者访谈，广告

Practice Leader

2013 - 2016
Tata Consultancy Services
  • 管理企业的架构工作，为客户的“报价到现金”业务建立操作模型. 围绕9个项目提出了60多项倡议，并在4年内将收入预测提高了10亿美元.
  • Headed the governance for infrastructure transformation programs. Over 60 projects, five program pillars, and vendor management. Fasten the program's schedule by 25%. I was one of the five account's strategies chiefs.
  • 领导成本降低策略、云采用和业务规划. 通过确定世行EMEA地区的成本削减机会，领导业务规划活动, APAC, and cross-functional portfolios, representing around $1 billion savings.
Focus areas: Target Operating Models, Enterprise Architecture, Advisory, CIO, Business Transformation, SAP ERP, Infrastructure, IT Governance, Business Planning, Management Consulting, Project Management, Operations, Supply Chain, Cloud Computing, Cloud Strategy, Business Development, Program Management, Project Delivery, Wealth Management, Investment Banking, Telecommunications, Consumer Products, Retail Product, Cloud, Growth Strategy, Portfolios, Strategy, Go-to-market Strategy, Storytelling, Partnerships, Solution Architecture, Applications, Mergers & Acquisitions (M&A), Microsoft Office, Pricing, Vendor Management, Procurement, Customer Relationship Management (CRM), Request for Information (RFI), Request for Proposal (RFP), Salesforce, Business Services, Financial Services, Product Strategy, Sales, Competitive Analysis, Market Research, Cost-benefit Analysis, Financial Forecasting, Business Strategy, Market Assessment, Corporate Strategy, Pricing Strategy, SaaS, Software Development Management, Market Research & Analysis, United States, Software, Business Plan Consulting, Product Licensing, Business Models, Financial Modeling, Software as a Service (SaaS), Forecasting, B2B, Revenue & 费用预测，合并后整合，PMI，利益相关者访谈，广告

Practice Leader

2009 - 2013
Wipro
  • Led the GTM strategy efforts focusing on the customer journey, 推荐了50多项举措，将公司定位为加拿大财富管理领域的市场领导者. Increased growth forecast by 100%. Worked closely with the Bank’s CEO.
  • 领导一家跨国投资银行的投资组合现代化和成本优化工作，分析了21个领域约500个应用程序，在五年内节省了2亿美元, with a 30% reduction in portfolio size.
  • 为一家价值360亿美元的投资银行管理数据管理战略活动, 分析关注于企业模型的当前和目标状态视图, metadata management, and business intelligence aspects (encompassing 21 focus areas).
重点领域:增长战略、应用、投资组合、降低成本 & Optimization, Cloud, CIO, Advisory, Business Development, Data Management, Management Consulting, Project Management, Operations, Supply Chain, Cloud Strategy, Cloud Computing, Enterprise Architecture, Program Management, Project Delivery, Wealth Management, Investment Banking, Telecommunications, Consumer Products, Retail Product, SAP ERP, Business Planning, IT Governance, Strategy, Go-to-market Strategy, Storytelling, Partnerships, Target Operating Models, Infrastructure, Solution Architecture, Microsoft Office, Vendor Management, Procurement, Customer Relationship Management (CRM), Request for Information (RFI), Request for Proposal (RFP), Business Services, Financial Services, Product Strategy, Sales, Competitive Analysis, Market Research, Customer Research, Cost-benefit Analysis, Financial Forecasting, Business Strategy, Market Assessment, Corporate Strategy, Pricing Strategy, SaaS, Software Development Management, Market Research & Analysis, United States, Software, Business Plan Consulting, Product Licensing, Business Models, Financial Modeling, Software as a Service (SaaS), Forecasting, B2B, Revenue & 费用预测，合并后整合，PMI，利益相关者访谈，广告

Senior Manager

2002 - 2008
Accenture
  • Led credit card provider. 掌管价值4000万美元的会员奖励平台的方方面面, maximizing share in the loyalty-based cards market. 在4年内节省3亿元，并管理80项资源.
  • 曾担任美国一家大型财产和汽车保险公司的项目经理. 管理一个顶级战略计划(BI评级平台)，专注于精确定位客户细分, achieving 20% cumulative savings for relevant LOBs.
  • 为900亿美元的美国综合管理式医疗联盟建立了国家定价体系的核心架构，以促进8年的综合医疗服务.500万会员，同时标准化承销和定价流程.
Focus areas: Business Transformation, Portfolios, Data Management, Solution Architecture, Program Management, Operations, Supply Chain, Enterprise Architecture, Business Development, Project Delivery, Telecommunications, Consumer Products, Retail Product, Business Planning, Strategy, Storytelling, Partnerships, Project Management, Management Consulting, Infrastructure, Microsoft Office, Vendor Management, Request for Information (RFI), Request for Proposal (RFP), Financial Services, Product Strategy, Sales, Competitive Analysis, Market Research, Cost-benefit Analysis, Financial Forecasting, Business Strategy, Market Assessment, Corporate Strategy, Pricing Strategy, SaaS, Software Development Management, Market Research & Analysis, United States, Software, Business Plan Consulting, Product Licensing, Business Models, Financial Modeling, Software as a Service (SaaS), Forecasting, B2B, Revenue & 费用预测，合并后整合，PMI，利益相关者访谈，广告

Senior Architect

1997 - 2002
T-Mobile
  • 为公司的战略综合按需网络(ION)平台建立了架构，投资10亿美元. 为所有公司范围内的供应能力设置标准，作为核心体系结构团队的关键部分.
  • 雇佣并培训了一个解决方案架构师团队，他们的努力使公司战略平台的成功实现成为可能.
  • 在交付过程中达到质量过程改进(QPI) 100%的符合性评级.
Focus areas: Solution Architecture, Project Delivery, Business Transformation, Operations, Telecommunications, Project Management, Microsoft Office, Product Strategy, Software Development Management, United States, Product Licensing, Financial Modeling, B2B
1994 - 1996

Bachelor's Degree in Electrical Engineering

University of Oklahoma - Norman, OK

FEBRUARY 2021 - FEBRUARY 2024

AWS Certified Solutions Architect | Associate

Amazon Web Services Training and Certification

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