Alex Lopatin

Experience

• 

  EY

  Sept 2011 - Apr 2012

  Internship at Mergers & Acquisitions Dept
• 

  Meridian Asset Services

  Jul 2013 - Apr 2017

  • Managed several departments with a cumulative staff of ~60 employees, accurately projecting production targets and optimizing operational efficiencies. • Interacted with Wall Street investors, hedge funds and counterparties on a daily basis. • Designed an intuitive, sequel-based Assignment of Mortgage application with robust ACT logic.• Gathered business and functional requirements, produced Business Requirement Documentation (BRD), designed use cases, conducted gap analysis and prepared training materials. • Worked with the development team through the entire software development lifecycle, including analysis and UI design, translating business rules and functional requirements, overseeing development, testing and deployment.• Conducted design walkthroughs, demos and functionality feedback sessions with the team and clients.• Took over and made profitable a document production department. Reduced department staff by 60% via automation while retaining the increased workload.• Supported traders with research, planning, and financial modeling, review of compliance diligence results and collateral data reconciliations as part of loan trading lifecycle.• Designed SQL queries, built and tuned complex client status reports in SSRS. • Launched over 30 pre and post-settlement reconciliation processes in SQL, MS Access & Excel. Show less • Opened new service lines and established high-quality functional solutions and workflows for 8 subdivisions.• Introduced and supervised Agile Scrum ceremonies including Daily Stand-Ups, Sprint Planning and Retrospective.• Developed templates for documenting business analysis activities including project charters, requirements, journals, interview questionnaires, use cases, and RAM matrix.• Trained over 300 associates, developed a comprehensive list of competencies expected from supervisors in a fast-paced environment and provided mentorship to operational managers and team members.• Developed a customizable SQL-based Project Pipeline Report with multiple parameters and staffing predictions. Show less • Acted as Product Manager and testing coordinator on vendor interface files between Meridian and large institutional clients.• Worked with the development team to translate business workflows, data, and business rules into user interface requirements using both visual and written specifications.• Introduced a creative Pipeline Project Tracker system based on Agile (Scrum & Kanban) methodology.• Developed a semi-automated process for unit reconciliations using Excel macros.• Created General Procedures with benchmarks and KPIs for crucial processes in the department. Show less • Reverse engineered legacy development work which lacked original development documentation.• Wrote specifications and worked with the client to develop enhancements to the Asset Management platform.• Assisted with Quality Assurance (QA) and User Acceptance Testing (UAT).• Created an Order table structure and revamped billing processes via SQL Reporting. • Analyzed residential real estate collateral characteristics to test their integrity based on a review of legal, financial and third-party data, reporting results to clients and resolving discrepancies.• Developed Microsoft Excel and other software models to perform collateral stratification procedures. Show less

  • Operations Manager, Vice President

    Jul 2016 - Apr 2017

  • Portfolio Manager, AVP

    Oct 2015 - Jul 2016

  • Project Manager

    Sept 2014 - Oct 2015

  • Senior Collateral Review Analyst

    Jul 2013 - Aug 2014
• 

  Brown Brothers Harriman

  Jan 2018 - Mar 2020

  Vice President, Pricing Strategy & Process Automation

  • Designed a robust pricing database and all the associated import/export tools• Built complex financial models and tools that incorporate large amounts of coding and macro to enhance automation for users• Performed in depth analysis on current client base to optimize potential revenues and findgaps in servicing to increase profitability of our client base• Worked closely with global Relationship Excellence and Sales teams to build detailed pricing models and provide in depth analysis around profitability of new business opportunities.• Developed a new Fintech pricing model, along with several other pricing automation tools. • Engaged in 50+ RFP (Request for Proposal) cycles with the new clients. Show less

• 

  Wayfair

  Mar 2020 - now

  • Merch Content Vault: Led the end-to-end creation of the "Vault," a strategic initiative aimed at safeguarding Wayfair’s most valuable offerings (WV, Key Brand PBSI, SSI SRB, Top 1%) from unwanted content changes. Partnered with analytics to build the tool and rolled it out across content-changing teams and stakeholders, addressing one of the highest areas of supplier frustration. The initiative successfully reduced content-related issues, providing long-term value by preventing errors.• Top SKU Monitoring: Designed and implemented a scalable Dashboard to monitor performance swings of Top SKUs (Top 10% by GRS, accounting for 85% of LLC GRS). The tool tracks recent changes and their impact on performance, enabling swift identification of unintended alterations, which had been a key supplier concern. This initiative prevented costly escalations and GRS losses, with over 181,354 SKUs corrected and a cumulative impact of $647.6M LTM GRS. Built and executed a robust daily monitoring process and initiated strategic discussions to improve SKU management.• Global Findability Improvements: Assumed leadership of the Global Findability team and drove key initiatives like Barrier migration and PSM release to 100%. Collaborated with stakeholders to reduce the unintentional unfindable rate to under 1%, unlocking ~$165M in previously unfindable LTM GRS. Developed a Findability Waterfall and overhauled KPI metrics to align with broader operational goals, leading to more strategic and informed decisions.• Supplier Satisfaction Enhancements: Established a Wayfair-wide standard for measuring Supplier Satisfaction (SSAT 1-5), translating supplier feedback into actionable data. Led a cross-functional action plan to improve satisfaction for enrichment tickets, raising SSAT scores from 3.7 to 4.6, the highest supplier-facing score at Wayfair. Reduced negative-rated experiences (1/2 scores) by 75%, significantly enhancing supplier relations. Show less • Unlocked SSAT for all supplier-facing teams at Wayfair in a record time by integrating Typeform with the Jira automation rules and connecting data to GBQ (inherently Eng scope). Developed detailed integration guide for 37 supplier-facing teams. SSAT surfaced 12,000 feedback points from suppliers in 2021 (40X more than Partner Voice in Q3 of 2021). • Led coordination and execution of Enrichment Globalization, freeing up 5 IH FTE globally, while bringing the TAT down ~50% (in Q1)• Led the team to the record results reducing TAT from 350 (in Q1 ‘21) to 50 (Q3’21) hours, reducing FRR from 95 to less than 4 hours by creating a concierge service.• Migrated ~200 ET OS agents (a ~$382M annual value add) from WorkflowPT to JIRA, while reducing TAT by 35% (in Q2)• Invented supplier sentiment audit process that detected 3,500 tickets with early frustrations and allowed the team to proactively de-escalate. Integrated ABSA (Aspect-Based Sentiment Analysis) DS model into Enrichment workflows allowing the team to nimbly react to supplier frustration, saving OS resources (30 FTEs or $648K annually) and unlocking data-centered trend analysis.• Launched Offshore Incentive program focused on Supplier Satisfaction bringing SSAT up by 20% and Quality up by 15%.• Identified a large gap in supplier notifications across Jira projects, came up with a tech solution and rolled it out across 10+ supplier facing teams.• Built a Master Enrichment, Merch SSAT and Jira Satisfaction reports - unlocked main Enrichment KPIs, invented Interaction #, Prelim TAT. • Launched recruiting newsletter providing visibility into recruiting processes, timelines and goals across 4 main lanes.• Outlined Supplier Success roadmap, process flow, rotation parameters, incentives, RACI for Merch Ops, Desk, CMs and SS team, conducted 200+ relationship calls and resolved 700+ supplier escalations. Show less • Managed US team of Sr Analysts that oversees 165 offshore agents in Asia• Led department globalization efforts, freeing up 5 FTEs. Reduced Enrichment TAT by ~60%. • Streamlined ticketing interface across 9 teams leading to more complete, accurate, and efficient execution of tickets; improved metadata coverage, built intuitive ticket categories. • Launched First Response Process reducing time to first response from 4+ days to <6 hours. • Led Jira migration progress and aligned on next steps with 9 teams. • Started Friday DEAL ahead of L&D launch, focusing on time-management, task prioritization and Google Big Query skills allowing his team to run custom queries for analysis. • Hosted multiple training sessions for the team to improve reporting and technical knowledge. Show less

  • Senior Manager - Head of Global Catalog Operations & Business Process Outsourcing

    Nov 2023 - now

  • Senior Manager - Global Enrichment and Supplier Success

    Mar 2022 - Nov 2023

  • Manager - North America Enrichment Operations

    Mar 2020 - Mar 2022