Richa Gupta

Senior Analytics Leader | Client Experience Strategy at Vanguard

Charlotte Metro

About

Analytics professional with a wide range of experience in Financial Services. Skilled in leading strategic analytics projects with an expertise in building data driven strategies and leading teams through it. Strong professional with a Master of Business Administration (MBA) from The University of Texas at Dallas.

Experience

  • Vanguard (5 yrs 5 mos)
    • Head of analytics, Web & Digital CX strategy
      Oct 2025 - Present · 10 mos

      Leading analytics for Vanguard’s Web channel and Digital Client Experience program. Driving strategic initiatives to improve client experience. Leading a team of 20+ crew including analysts, analytics managers, data scientists and data engineers to deliver value through advanced analytics.

    • Analytics Manager - Digital CX strategy
      May 2023 - Oct 2025 · 2 yrs 6 mos

      Lead a team of senior analysts to drive strategic initiatives using GenAI capabilities and advanced analytics. Enable data driven decision making

    • Analytics Lead, Digital CX strategy
      Mar 2021 - Apr 2023 · 2 yrs 2 mos

      Lead advanced analytics initiatives to improve client experience. Provide leadership to the analysts working on the initiatives and deliver high value outcomes.

  • Vice President, Client Quantitative Analyst at Bank of America
    Jun 2016 - Mar 2021 · 4 yrs 10 mos

    • Extensive analysis of the Financial Center and ATM data to understand effectiveness of the distribution network and provide insights for local/market level growth opportunities • In-depth analysis of specific branches using site performance metrics, customer and transactional data to provide recommendations for branch closures and monitor customer attrition after closure • Built an innovative process to estimate incremental benefit of each additional branch in new markets using market opportunity and sales data • Designed a process leveraging Low and Moderate Income customer branch usage to claim adjacency as per the Community Reinvestment Act • Develop dashboards in Tableau leveraging data from multiple databases and platforms to show branch and network level performance and opportunity information and present actionable recommendations to senior stakeholders

  • Senior Business Analyst at Capital One
    Jun 2013 - May 2016 · 3 yrs

    • Collaborated with the Credit Bureau Reporting team to identify the risk areas in the Delinquency Reporting and developed a tool in SAS to correctly calculate the Date of First Delinquency • Set up an automated report to identify incorrect Consumer Info Indicator being reported on the Credit Bureaus and developed a SQL script to calculate the correct information that reduced the number of accounts to be manually reviewed from ~3300 to ~200 per month • Analyzed the Outbound Calling process using Dialer data to investigate compliance risks such as calls made without receiving the phone number validation from the vendor or calls made outside of the federal and state specific time limits and set up monitoring reports to identify anomalies • Developed a process for accurate benefits provisioning to military customers through text analytics of inbound call logs • Conducted complex data analysis in SQL on transaction history of ~6,000 accounts to calculate the invalid fee assessment on ACH payments

  • Teaching Assistant at University of Texas at Dallas
    Aug 2012 - May 2013 · 10 mos

    Assisted Professor Maria Hasenhuttl to develop new courses in Organization Behavior, Business Strategy and International Business

  • Operations Analyst at Visteon Climate Systems India Ltd.
    Jun 2010 - Oct 2011 · 1 yr 5 mos

    • Handled Process improvement projects involving identification of the problem areas, data analysis and implementation of recommended solutions • Collaborated with multi-functional teams on Lean Manufacturing project that improved the efficiency of an automobile radiator production line by 2%