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

As a large-scale transformation delivery executive and technology strategist with 20+ years of industry experience, Samir has executed strategic plans, successfully aligning technology with business in providing direction for growth to global organizations. 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.

Career Highlights

Partner
Wipro
Practice Leader
Tata Consultancy Services

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, working with CIOs and business executives around large-scale transformation initiatives.
  • Formalized the business case, planning, and execution structure for a US leading health insurance firm for a $300 million cloud foundation transformation initiative.
  • Led cross-functional governance as part of separation management office for an $8 billion valued security company's divesture effort.
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 & Expense Projections, Post-merger Integration, PMI, Stakeholder Interviews, Advertising

IT Governance Specialist

2023 - 2023
Toptal
  • Built the IT governance point of view (POV) content to be showcased for a client opportunity for a potential downstream engagement.
  • Established key metrics around IT governance regarding revenue increase, project success rate, and stakeholder acceptance.
  • Reflected concrete structures that needed to be in place for robust IT governance, including the IT steering committee and related best practices for a successful realization.
Focus areas: IT Governance, Business Strategy, Market Assessment, SaaS, Market Research & 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. Identified initiatives that enhanced customer experience and increased competitive advantages as part of digital transformation efforts.
  • Led technological strategy assessments utilizing tools and accelerators to understand operations, pain points, portfolio health, functional gaps, technology risks, technical debt, market competitiveness, UX, architecture, and talent needs.
  • Managed strategic programs looking at multiple GEOs to standardize towards enterprise-level ERP platforms and modernize systems built on obsolete technologies.
Focus areas: Business Transformation, Digital Transformation, Advisory, CIO, Technology Strategy & 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 & Expense Projections, Post-merger Integration, PMI, Stakeholder Interviews, Advertising

Practice Leader

2013 - 2016
Tata Consultancy Services
  • Managed the enterprise's architecture efforts in establishing operating models for clients' "Quote to Cash" businesses. Recommended over 60 initiatives around nine programs and improved revenue projections by $1 billion over four years.
  • 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.
  • Led a cost reduction strategy, cloud adoption, and business planning. Led the business planning activities by identifying cost-cutting opportunities for the Bank’s EMEA, 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 & Expense Projections, Post-merger Integration, PMI, Stakeholder Interviews, Advertising

Practice Leader

2009 - 2013
Wipro
  • Led the GTM strategy efforts focusing on the customer journey, recommending over 50 initiatives to position the firm as a market leader within the Canada Wealth Management space. Increased growth forecast by 100%. Worked closely with the Bank’s CEO.
  • Led portfolio modernization and cost optimization efforts for a multi-national investment bank analyzing around 500 apps within 21 domains to achieve $200 million in savings over five years, with a 30% reduction in portfolio size.
  • Managed data management strategy activities for a $36 billion investment bank, analyzing current and target state views focusing on enterprise models, metadata management, and business intelligence aspects (encompassing 21 focus areas).
Focus areas: Growth Strategy, Applications, Portfolios, Cost Reduction & 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 & Expense Projections, Post-merger Integration, PMI, Stakeholder Interviews, Advertising

Senior Manager

2002 - 2008
Accenture
  • Led credit card provider. Steered all facets of the $40 million membership rewards platform, maximizing share in the loyalty-based cards market. Generated $300 million in savings over four years and managed 80 resources.
  • Served as program manager for a large US property and auto insurance provider. Managed a top strategic initiative (BI rating platform) focused on pinpointing customer segments, achieving 20% cumulative savings for relevant LOBs.
  • Established a national pricing system's core architecture for a $90 billion American integrated managed care consortium to facilitate comprehensive medical services to 8.5 million members while standardizing underwriting and pricing processes.
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 & Expense Projections, Post-merger Integration, PMI, Stakeholder Interviews, Advertising

Senior Architect

1997 - 2002
T-Mobile
  • Established the architecture for the firm's strategic integrated on-demand network (ION) platform with $1 billion for investment. Set the standards for all company-wide provisioning capabilities as a crucial part of the core architecture team.
  • Hired and trained a team of solution architects whose efforts enabled the successful implementation of the company's strategic platform.
  • Achieved quality process improvement (QPI) 100% compliance ratings for the course of deliveries.
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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