Process Transformation – Manager

About the Company:

Headquartered in New York, with a growing team in India (Noida), Daloopa is the leading provider of AI-powered fundamental data for institutional investors. Its proprietary platform sources, structures, and distributes the most complete and accurate historical financial datasetcovering nearly 4,700 public companies globally with more than 10 times the datapoints per company compared to other providers. Built for speed, auditability, and integration with AI tools, Daloopa helps hedge funds, private equity firms, mutual funds, corporates, and investment banks accelerate model-building and research workflows. The company recently secured $13M strategic investment to expand its AI-ready financial data platform. At Daloopa, we are driven by our values: Obsess over the customer, Raise the bar, be intensely proactive, and No BS. Joining us means being part of a culture that challenges you to think deeper, move faster, and make an impact every day.

About the Role:

The Process Transformation Lead will act as the end-to-end process owner (of complicated AI + Human (Human-In-The-Loop) workflows), driving strategic transformation initiatives to enhance operational efficiency, governance, scalability, and data integrity. This role is responsible for defining the transformation roadmap, managing the project portfolio, and ensuring successful implementation of process and system improvements in close collaboration with Operations and Product teams. The position requires strong cross-functional leadership, structured thinking, and disciplined execution to ensure sustainable operational excellence.

Responsibilities:

• Process Expertise & Ownership
• Act as the subject matter expert for end-to-end operational processes
• Maintain a comprehensive understanding of workflows, dependencies, risks, and control mechanisms
• Ensure processes are scalable, standardized, and aligned with governance frameworks
• Continuously evaluate process performance and identify improvement opportunities

• Strategic Roadmap Definition
• Define and maintain a structured transformation roadmap aligned with organizational objectives
• Establish clear milestones, deliverables, and measurable success criteria
• Prioritize initiatives based on business impact, operational risk, and scalability

• Project Portfolio Management
• Own and manage the transformation project portfolio to deliver against the defined roadmap
• Track progress, timelines, risks, and interdependencies across initiatives
• Ensure disciplined execution and accountability across stakeholders

• Cross-Functional Collaboration
• Work closely with Product Project Managers to drive system enhancements and feature improvements
• Partner with Operations Project Managers on process re-engineering and governance initiatives
• Ensure strong alignment between operational requirements and product capabilities
• Lead end-to-end rollout of enhancements and new features, including functional requirement, successful testing, training & adoption

• Data Ownership & Impact Management
• Act as data owners for key performance metrics of the process
• Ensure data integrity and governance standards are maintained during process changes
• Assess and manage the impact of process or system changes on operational data
• Define monitoring controls to safeguard accuracy, compliance, and sustainability

Qualifications:

• Minimum: Bachelors degree in business, Engineering, Operations, Finance, or related field
• 58+ years of experience in driving process/business transformation or project leadership roles
• Strong analytical and structured problem-solving skills with the ability to think deep
• Knowledge of AI tools/solutions for delivering Business Transformation
• Experience managing cross-functional stakeholders
• Proven ability to manage multiple initiatives simultaneously
• Exhibits systematic problem-solving approach and attention to detail, coupled with a strong sense of ownership and drive
• Ability to work under pressure and meet deadlines
• Exhibit flexibility and adaptability to work in ambiguous situations
• Strong communication, facilitation, and stakeholder management skills
• Knowledge of Lean, Six Sigma, or structured process improvement methodologies (preferred)

Required Skills:

• Strong analytical and structured problem-solving skills
• Ability to manage multiple initiatives simultaneously
• Strong communication and stakeholder management skills

Preferred Skills:

• Knowledge of Lean, Six Sigma, or structured process improvement methodologies