Shreyas Rajeev
LOADING PORTFOLIO
Open to Director and VP roles · Scottsdale, AZ
ENTERPRISE TRANSFORMATION · STRATEGY & OPERATIONS
SCOTTSDALE, AZ

Strategy pays off when the operating model can carry it.

More than 14 years across enterprise SaaS, banking, and financial services, building the planning systems, portfolio governance, and executive cadence leaders decide with. 100% adoption of a new R&D operating model in four months at HashiCorp. $1.6M in incremental 2023 revenue from cloud monetization at Dayforce. A Wells Fargo vendor-model framework that cut deployment SLAs from 18 months to 4.

See the ledger Email
Shreyas Rajeev
SR · SCOTTSDALE
2026
0%
ADOPTION IN 4 MONTHS
$1.6M
2023 INCREMENTAL REVENUE
18to4
MONTH MODEL SLA
0+
R&D TEAMS
0+
YEARS
THE THESIS

Strategy rarely fails on paper.
It fails in the layer underneath.

Programs funded without a scored business case. Roadmaps built on capacity nobody measured. AI tooling bought on vendor-reported uplift. Each one shows up in the quarterly review looking like a strategy problem, and each one is really an operating-model problem. My work sits in that layer: what to prioritize, what to fund, what to pause, and how to tell whether any of it actually worked.

THE OPERATING LAYER
THE COMPRESSION LEDGER

What the operating model actually changed.

Five numbers from the record, each one a gap between where an operating model started and where it ended up. Switch between the two states, or open a row for the context behind it.

As a founding member of the AI Model Development Center of Excellence, I authored the SR 11-7-aligned Vendor Model Development Lifecycle and trained US and India CoE data scientists on it. Deployment for vendor models dropped from an 18-month SLA to 4. The framework is still in use and influenced how internal models are developed.

Program-managed loan origination automation across underwriting, decisioning, and pricing. For the 70-80% of applications the rules engine decided, underwriting went from one to two days down to seconds.

Ran R&D executive KPI and portfolio reporting for the VP of R&D. Leadership went from reading numbers two weeks old to reading numbers two days old.

Built a forecasting model that reached ~90% adoption across four R&D product groups and was later used for OKR planning. A pilot team cut its estimate variance in half, from 40% to 20%, against a ~10% model target.

GitHub Copilot productivity uplift was reported at roughly 20%. Verified against the data, it came in at roughly 9%. The verified figure, not the reported one, informed a six-figure standardization decision.

STARTING POINT, SCALED TO 100% STARTING STATE RESULT
ABOUT

Where strategy meets the operating model.

My career started in commercial roles in energy trading and liquid logistics in India, then ran through an MBA at Syracuse and into regulated financial services. At Wells Fargo that meant AML product releases, then a $200M+ BCBS 239 data governance program, then a founding seat on the AI Model Development Center of Excellence. Governance, it turned out, is a delivery problem long before it is a policy problem.

At Dodge & Cox, as operating partner to the CTO, I directed prioritization of a $15M technology portfolio run by roughly 200 matrixed staff, led the consolidation of four data groups onto one Snowflake and Azure platform, and oversaw a legacy-retirement plan projecting $3M to $3.5M in cost offsets.

Dayforce added the commercial side: 19 programs governed through intake, FP&A-backed business cases, and KPI scorecards, plus the cloud monetization work behind $1.6M in incremental 2023 revenue and $4.1M in annualized recurring impact. At HashiCorp, an IBM company, the same discipline moved R&D onto a new operating model at full adoption in four months.

Today, through SR Advisory, I build executive decision systems for SaaS and GreenTech clients: OKR and KPI design, QBR and WBR cadences, and risk rubrics. MBA in Finance & Marketing from Syracuse. PMP certified.

CASE STUDIES

Three mandates where the operating model did the work.

01
HASHICORP, AN IBM COMPANY · 2025
Transformation Director
100%
ADOPTION IN FOUR MONTHS
THE R&D OPERATING MODEL

Moved R&D onto a new operating model, pilot to full cutover.

A defined-scope contract built around one outcome: a planning and reporting system R&D leadership would actually use. The new Jira operating model reached 100% adoption in four months. The 80+ team change program around it was adopted as the R&D standard and ran about 30% faster than plan in key tracks. The forecasting model reached ~90% adoption across four product groups and was later used for OKR planning.

80+
R&D TEAMS IN THE CHANGE PROGRAM
~90%
FORECAST MODEL ADOPTION
14 to 2
DAYS OF REPORTING LATENCY
02
DAYFORCE (CERIDIAN) · 2022 TO 2024
Director, Strategic Planning
$1.6M
INCREMENTAL 2023 REVENUE
CLOUD MONETIZATION

Found the unbilled hours, then built the billing model to capture them.

Roughly 15,000 unbilled service hours, worth over $2M, surfaced in the cloud business. The response was tiered billing across 196 environments, which delivered $1.6M in incremental 2023 revenue and $4.1M in annualized recurring impact. Alongside it: BCG and Finance pricing scenarios modeling $70M to $105M ACV and 4-10% margin uplift, and co-leadership of the ADAM HCM post-merger integration, which unblocked $600K in remediation.

$4.1M
ANNUALIZED RECURRING IMPACT
196
ENVIRONMENTS ON TIERED BILLING
19
PROGRAMS GOVERNED
03
WELLS FARGO · 2019 TO 2020
Director, Strategy & Data Science
18to4
MONTH VENDOR-MODEL SLA
AI MODEL GOVERNANCE

Made AI model governance fast enough to use.

Founding member of the AI Model Development Center of Excellence, covering structured and unstructured AI/ML use cases. Authored the SR 11-7-aligned Vendor Model Development Lifecycle, which cut the vendor-model deployment SLA from 18 months to 4, and trained US and India CoE data scientists on it. The framework is still in use. In parallel, led the Analytics Target Operating Model supporting 10,000+ analysts, backed by a ~$30M modeled three-year ROI case.

SR 11-7
ALIGNED FRAMEWORK, STILL IN USE
10,000+
ANALYSTS SUPPORTED
~$30M
MODELED 3-YEAR ROI
THE PORTFOLIO OPERATING SYSTEM

Four moves from ad hoc decisions to governed ones.

Built across Dodge & Cox, Dayforce, HashiCorp, and advisory work. Each move depends on the one before it.

01
SCORE THE INTAKE

Nothing gets funded without a scored business case.

At Dodge & Cox, intake scoring and cross-program decision frameworks set priorities across a $15M technology portfolio. At Dayforce, intake and FP&A-backed business cases decided how 19 programs were prioritized and funded. The point is not the paperwork. It is making the trade-off visible before the money moves.

WHAT GETS INSTALLED
Intake scoring. FP&A-backed business cases. One prioritized list that leadership signs off on.
WHAT IT REPLACES
Funding by whoever asked loudest last quarter. Programs that run on sponsorship rather than evidence.
02
TIE THE PLAN TO THE QUARTER

Connect the long-range plan to what ships this quarter.

At Dayforce, the planning model linked the Long-Range Plan to annual execution through quarterly reforecasts, with spend and FTE allocation tracked against the funded plan alongside FP&A. At HashiCorp, capacity forecasting gave R&D leaders a delivery number they could plan against instead of an assumption buried in a roadmap.

WHAT GETS INSTALLED
Quarterly reforecasts. Spend and FTE tracking against the funded plan. Forecasts built on measured estimates.
WHAT IT REPLACES
An annual plan that is stale by spring. Roadmaps that assume capacity nobody measured.
03
RUN THE CADENCE

Give leaders numbers on a rhythm they can act on.

Dayforce SLT and operating-committee QBR scorecards went out within 15 days of each earnings call. HashiCorp R&D executive reporting went from a 14-day lag to 2 days. Cadence is what turns a dashboard into a decision.

WHAT GETS INSTALLED
QBR and WBR rhythms. Executive KPI scorecards. RAID and dependency views across programs.
WHAT IT REPLACES
Status decks assembled by hand. Reviews that recap last month instead of deciding next month.
04
VERIFY THE VALUE

Check the reported number before the next dollar follows it.

At HashiCorp, Copilot uplift reported at roughly 20% verified at roughly 9%, and the verified figure informed a six-figure standardization decision. The same discipline sits behind the modeled ROI case for the Wells Fargo Analytics Target Operating Model. Value tracking closes the loop back to intake.

WHAT GETS INSTALLED
Measurement frameworks checked against delivery data. Value tracking against the original business case.
WHAT IT REPLACES
Vendor-reported uplift taken at face value. ROI claims nobody revisits after launch.
CAREER

More than 14 years across SaaS, banking, and asset management.

APR 2024
TO PRESENT
Principal, Strategy & Operations Advisory
SR ADVISORY · PHOENIX, AZ
Build executive decision systems for clients: OKR and KPI design, QBR and WBR cadences, and risk rubrics. Advising a Series B SaaS company on AI-enabled Customer Success pilots targeting roughly 60% less re-plan churn, and a GreenTech venture on go-to-market strategy; the venture has identified Middle East licensing and distribution partners.
SERIES B SAAS
GREENTECH GTM
FEB 2025
TO AUG 2025
Transformation Director, Defined-Scope Contract
HASHICORP, AN IBM COMPANY · PHOENIX, AZ
Moved R&D teams onto a new Jira operating model at 100% adoption in four months. Led an 80+ team change program adopted as the R&D standard, about 30% faster than plan in key tracks. Built a forecasting model with ~90% adoption across four product groups. Verified Copilot uplift at ~9% against ~20% reported. Cut executive reporting latency from 14 days to 2.
100% ADOPTION
80+ TEAMS
14 TO 2 DAYS
APR 2022
TO MAR 2024
Director, Strategic Planning (Product Operations & Enterprise PMO)
DAYFORCE (CERIDIAN) · PHOENIX, AZ
Led four project and product managers governing 19 programs across Finance, Customer Success, GTM, and technology. Delivered $1.6M in incremental 2023 revenue and $4.1M in annualized recurring impact from cloud monetization. Co-led the ADAM HCM post-merger integration and IMO governance. Built a four-tier launch framework used for Position Management and Dayforce Payroll Philippines. Co-led SLT and operating-committee QBRs.
$1.6M REVENUE
19 PROGRAMS
$600K UNBLOCKED
DEC 2020
TO DEC 2021
Director, Technology Initiatives
DODGE & COX · SAN FRANCISCO, CA
As operating partner to the CTO, directed prioritization of a $15M portfolio run by ~200 matrixed staff through intake scoring and cross-program decision frameworks. Led Target State Data Architecture, consolidating four data groups onto one Snowflake/Azure platform. Oversaw a three-year legacy-retirement plan projecting about $3M to $3.5M in cost offsets for 2022 to 2024.
$15M PORTFOLIO
~200 STAFF
MAR 2019
TO DEC 2020
Director, Strategy & Data Science (Data & AI Transformation)
WELLS FARGO · SAN FRANCISCO, CA
Founding member of the AI Model Development CoE. Authored the SR 11-7-aligned Vendor MDLC, cutting the vendor-model deployment SLA from 18 months to 4; the framework is still in use. Led the Analytics Target Operating Model supporting 10,000+ analysts with a ~$30M modeled three-year ROI case.
18 TO 4 MONTHS
10,000+ ANALYSTS
MAR 2017
TO FEB 2019
Manager, Digital Transformation (Enterprise Data Modernization)
WELLS FARGO · SAN FRANCISCO, CA
Matrix-led a $200M+ BCBS 239 data governance program establishing lineage, quality, and controls, and executed 20+ board-level milestones across risk and regulatory domains. Co-led the Enterprise Data Environment blueprint and roadmap across 12+ workstreams and 50+ architecture leaders.
$200M+ PROGRAM
20+ BOARD MILESTONES
MAY 2015
TO FEB 2017
Program Manager, Loan Origination Automation
BANK OF THE WEST (NOW BMO) · SAN RAMON, CA
Cut underwriting from 24-48 hours to seconds for the 70-80% of applications the rules engine decided. Launched a sub-prime card that reached 10K+ first-year accounts, ~$2.5M in interest and fees, and ~80% year-one retention.
HOURS TO SECONDS
10K+ ACCOUNTS
NOV 2013
TO APR 2015
Product Manager, BSA/AML Risk Management & Compliance
WELLS FARGO · SAN FRANCISCO, CA
Delivered six Customer Due Diligence releases and unified AML tools on one platform, leading 3 direct and 24 matrixed staff.
6 CDD RELEASES
2008
TO 2011
Earlier Career: Commercial Roles
ENERGY TRADING & LIQUID LOGISTICS · INDIA
Commercial roles in energy trading and liquid logistics before the MBA.
CREDENTIALS

Education & certifications.

GRADUATE
MBA, Finance & Marketing
Syracuse University, Whitman School of Management
SYRACUSE, NY
UNDERGRADUATE
B.E., Industrial Production Engineering
National Institute of Engineering (VTU)
MYSORE, INDIA
CERTIFICATIONS & HONORS
PMP SAFE LPM SAFE AGILIST AI-NATIVE SAFE · 2026 THELMA O. PADGETT MEMORIAL SCHOLARSHIP
GET IN TOUCH

Need the operating model to carry the strategy?

Open to Director and VP roles in strategy & operations, enterprise transformation, and portfolio governance across enterprise SaaS and financial services. Based in Scottsdale, AZ.

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