Joy Moitra

Joy Moitra Director | PwC SDC, Advisory Services -| - Profile Summary ❖ ❖ ❖ ❖ ❖ ❖ ❖ Profound Expertise: Over two decades of comprehensive experience in offshore service delivery, business development, project management, and quality assurance with reputable firms like PwC Mergers & Acquisitions: Demonstrated acumen in the mergers and acquisitions realm, especially within a Big Four environment, including due diligence, account management, and negotiations Content Mastery: Distinctive capabilities in content development, creation, editing, and management, alongside proficient proposal writing for diverse stakeholders Operational Excellence: Track record of successfully managing resource planning, budgeting, invoicing, and investor relations while overseeing performance management Leadership & Team Building: Recognized leadership in guiding and mentoring teams across diverse projects; known for fostering a culture of collaboration, flexibility, and adaptability Professional Development: Commitment to continuous learning showcased by certifications in Lean Six Sigma, Prince2, and ISO auditing. Additionally, trained in vital arenas like Data Science, PMP, and Business Communication Skills Communication and Interpersonal Skills: Proven ability to communicate effectively with stakeholders across the globe, forging lasting relationships and ensuring client satisfaction Core Competencies ➢ ➢ ➢ ➢ ➢ ➢ ➢ Project and Account Management Client Relationship Development Delivery Planning and Management Content Development and Creation Quality Management Content editing Interviewing Soft Skills ➢ ➢ ➢ ➢ ➢ ➢ ➢ Team Leading Meetings and Presentations Problem Solving Performance Management Resourcing Scoping and Documentation Managerial and Administrative Support Eye-on-detailing Conflict Resolution Business Development Offshore Service Delivery Resource Planning Budgeting Process Standardization Mergers & Acquisitions Due Diligence Education ➢ Team Building Coaching & Mentoring ➢ ➢ ➢ ➢ ➢ ➢ ➢ ❖ ❖ ❖ ❖ M.A. in Economics from the University of Burdwan in 1989. B.A. (Hons.) in Economics with Mathematics & English from Raj College, Burdwan under University of Burdwan in 1986. 12th (Science) from Raj College, Burdwan under West Bengal Board in 1983. 10th from St. Xavier’s School, Burdwan under I.C.S.E. (Indian Council for Secondary Education), Delhi Board in 1981. Patience & Perseverance Certifications ❖ ❖ ❖ Lean Six Sigma: Green Belt and Black Belt certified from Simplilearn (2016-17) Prince 2: Certified from Axelos (2018) Internal Auditor: Qualified for ISO 9001:2000 in 2005 and re-qualified in 2012 Experience Director | PwC SDC, Advisory Services (Global Account Management) | Jul 2023 – till date ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ Directing and supervising global account management strategies to foster business expansion Prioritizing client retention by developing and implementing effective relationship management protocols Coordinating cross-departmentally to align project outcomes with client requirements Overseeing multifaceted projects, ensuring timely and quality deliveries Championing the development and refinement of workflow tools to enhance service delivery Setting standardization guidelines for consistent service delivery across all accounts Mentoring and guiding teams, fostering a culture of excellence and continuous improvement Analyzing client feedback to inform improvements and drive client satisfaction Engaged in regular reviews and updates with global clients, ensuring transparency and trust Collaborating with the advisory board to identify areas of improvement and innovate service delivery models ❖ ❖ Oversaw the strategic account management of over 300 high-priority clients across the United States, United Kingdom, and Canada Spearheaded account management transition and strengthened client relationships Senior Manager Level – 2 | PwC SDC, Advisory Services (Global Account Management) | Jan 2021 – Jun 2023 ❖ ❖ ❖ Oversaw project scoping, budgeting, resourcing, and delivery planning Drove business development initiatives and standardized processes Managed service delivery, quality control, and content development ❖ ❖ ❖ ❖ Responsible for the strategic oversight and active management of over 150 global and high-importance accounts specifically targeted to the US market Fostered and sustained robust client relationships, ensuring tailored service delivery that met the unique needs of each account Conducted comprehensive account analyses to identify growth opportunities and implemented strategies to maximize client retention and acquisition Coordinated cross-functional teams to deliver integrated services, enhancing client satisfaction and operational excellence ❖ ❖ ❖ Led diverse teams in delivering advisory services, emphasizing quality assurance Managed business development initiatives, expanding the client portfolio Oversaw project-related scoping, budgeting, and resource allocation, ensuring timely completion ❖ ❖ ❖ Spearheaded mergers and acquisitions projects, providing expertise on due diligence and negotiations Collaborated with web developers and design experts to improve online presence and tools Engaged in content development and management, enhancing client communication materials ❖ ❖ ❖ Assisted in business development, identifying and nurturing potential client relationships Managed client accounts, ensuring satisfaction and addressing any concerns Led quality management initiatives to uphold service delivery standards ❖ ❖ ❖ Oversaw content management, ensuring accuracy and timely updates Led team operations, ensuring project deadlines were met Managed website functionality, coordinating updates and ensuring user-friendly navigation ❖ ❖ ❖ Managed share transfers, dividend reconciliations, and handled investor grievances Coordinated AGMs, annual report dissemination, and managed company website Facilitated the dematerialization of shares, providing training and overseeing processes ❖ ❖ ❖ Conducted fixed deposit and dividend reconciliations Managed share transfers and resolved shareholder grievances Coordinated AGM activities and assisted with legal document drafting Senior Manager Level - 1 | PwC SDC, Advisory Services (Global Account Management) | Jul 2018 – Dec 2020 Manager (Level 3) Advisory | PwC Service Delivery Center, Kolkata | May 2013 - March 2018 Dy. Manager, Deals | PwC Service Delivery Center, Kolkata | July 2010 - May 2013 Consultant & Senior Consultant | PwC India | August 2007 - June 2010 Module Head | Turnkey Software Projects Limited, Kolkata (Compare Infobase Limited Group) | March 2007 - July 2007 Coordinator (Executive) | Investor Service Centre, ITC Limited, Kolkata | May 1993 - February 2007 Superintendent | M/s CPA Consultancy Services (CPA), Kolkata | March 1992 - April 1993 Preceding Assignments Indian Shaving Products Ltd. as Sales Representative Real Value Appliances Pvt. Ltd. as Sales Representative Eureka Forbes Ltd. as Sales Representative 1989 - - – 1987 Workshops Business Communication: ❖ 1-day intensive workshop at PwC, Kolkata (2008). ❖ 3-day workshop conducted by the British Council (1999). Due Diligence: ❖ 1-day intensive workshop conducted by ICSI, Kolkata (2008). Training & Courses Leadership: ❖ "Young Leaders’ Development Programme" at PwC (2 days, 2010). ❖ "Leadership at the Speed of Trust" from Franklin Covey (2015). Depository: ❖ CDSL: 2-day session on Dematerialisation of Shares (1999). ❖ NSDL: 3-day session on Dematerialisation of Shares (1998). Project Management: PMP trained. ❖ Data Analytics: Trained in Data Science and R. Business Communication: ❖ BULATS Course from British Council (2006). 32-hour Business Communication Course from British Council (1998). In-house Training at PwC: ❖ Myers Briggs ❖ Seven Habits of Highly Effective People ❖ Business Etiquette ❖ Coaching Skills ❖ Interviewing Techniques ❖ Presentation Skills ❖ Train the Trainer methodology. ❖ Personal Details Date of Birth: 12th September 1964 | Address: 190/2, Santoshpur East Road, Santoshpur, Kolkata- 700075, West Bengal, India | Languages: English, Hindi and Bengali