Adrian Octavio Nava Zepeda

Corporate & Expansion Strategy · Digital & Operational Transformation · AI Strategy

(+52) 55 54 02 84 22 nava659@hotmail.com LinkedIn Profile

Strategy

Transformation

AI & Innovation

Banking

Fintech

Customer-centered professional with 14 years of experience leading international expansion, business model transformation and execution of strategic initiatives.

Expertise in designing and leading market entry strategies, joint ventures and the transformation of business models through strategic initiatives (products, regulation, operations, IT) aligned with short and long-term business objectives.

Expert in strategy execution monitoring and governance through performance frameworks (risks, budget, timeline, KPIs, OKRs), ensuring clear communication and alignment with stakeholders on business outcomes.

Extensive experience working with C-level executives and external stakeholders (vendors, regulators, strategic partners, competitors) while effectively influencing decisions, advocating in senior forums, and solving program-level challenges.

Proven leadership of multidisciplinary teams (IT, Operations, Business, Compliance, etc.) and experience managing multicultural projects across markets such as Mexico, UK, LAC, Spain, US.

Strategic

Strategic Planning

Strategy Definition & Alignment

Articulate direction across short, medium, and long-term horizons; ensure organization-wide understanding and execution.

Environmental Monitoring

Track competitors, trends, and regulatory changes to anticipate risks and seize opportunities.

Innovation Culture

Promote mechanisms that encourage participation across all organizational levels in generating new ideas.

Tactical

Program / Project Management

Initiatives Portfolio Management

Strategic prioritization, budget administration, identification of infrastructure constraints, and support to project leaders.

Governance & Oversight

Implementation of performance frameworks (Balanced Scorecard, OKRs) with stakeholder communication and risk management.

Continuous Improvement

Identification of optimization opportunities across operational flows, products, and services.

Operational

Operational Contingency

Regulatory Compliance

Coordinate resolution and fulfillment of audits and other regulatory requirements across jurisdictions.

Crisis Management

Lead multidisciplinary teams in incident resolution; design containment plans; conduct post-incident analysis with process controls.

Cross-Functional

Products & Services Development

Product Design & Launch

Identify market needs and translate them into products, from conceptualization to implementation.

Product Lifecycle Management

Oversee the evolution of products and services, incorporating client feedback, regulatory changes, and market trends.

Cross-Functional Synergies

Ensure products are aligned with institutional direction, scalable, and compliant with regulatory requirements.

2025 — Present

ServiceNow

AI Strategy & Value Execution Lead

Leading AI-enabled value transformation initiatives focused on scaling Business Value Assessment delivery, operating models, and executive decision support.

AI-driven Operating Models: Designed AI-driven operating models to standardize and scale Business Value Assessment delivery across the organization.

Value Frameworks: Built frameworks connecting AI enablement, value quantification, and executive decision support.

Innovation Leadership: Led innovation initiatives focused on scalable value architecture, governance, and operational execution.

Enterprise AI Adoption: Contributed to enterprise AI adoption through internal enablement, testing, and strategic workflow design.

Value Strategy Manager

Leading strategic value engagements to align enterprise technology investments with business priorities, enabling executive decision-making through quantified financial and operational impact.

Strategic Value Advisory: Partnered with C-level stakeholders to frame investment decisions, connecting digital transformation with strategic objectives and financial outcomes.

Business Value Architecture: Structured and delivered Business Value Assessments, defining value drivers and quantifying impact — ROI, cost optimization, productivity.

AI-enabled Value Scaling: Designed an AI-driven operating model to scale value creation, standardizing how financial models and strategic narratives are built across deals.

Deal Strategy & Pipeline Acceleration: Supported complex enterprise deals by shaping value strategy and accelerating pipeline through decision-ready business cases.

Value Realization: Established frameworks to connect operational performance with financial outcomes, enabling organizations to track and sustain value over time.

2022 — 2025

NTT Data

Strategy Consulting Leader

Orchestrated end-to-end transformation initiatives for Tier 1 financial institutions across international markets, redefining team structures and optimizing processes for seamless BAU handoffs.

Transformation Strategy: Formulated and deployed transformation roadmaps and product launch strategies for institutions across Latin America under a unified vision.

Performance Governance: Implemented a governance model integrating KPI/OKR dashboards, equipping Executive Committees with real-time insights and risk anticipation.

Emerging Technology: Led development of an Alternative Data Model for VISA, enhancing credit scoring accuracy and enabling broader financial inclusion.

Strategic Advisory: Advised client C-suite through competitive diagnostics and market analysis, defining recommendations for new products and business models.

Cross-cultural Leadership: Directed global, multidisciplinary teams to design and execute strategic initiatives, driving organizational cohesion.

2016 — 2021

Banco Sabadell

Head of Corporate Strategy & Digital Integration

Led definition and rollout of corporate strategy for the Mexican operations, reporting directly to the Executive Committee and overseeing all strategic initiative implementation.

Governance & Monitoring: Established an end-to-end governance model with strategic committees, review cycles, and early-warning mechanisms.

Corporate Master Plan: Orchestrated the corporate master plan, aligning priority initiatives with short- and long-term financial targets.

Portfolio Management: Directed prioritization and oversight of high-impact projects alongside C-level leaders, optimizing ROI and mitigating risks.

Contingency Management: Supervised audits, regulatory adjustments, and operational incidents; implemented preventive controls.

Environmental Scanning: Led monitoring of competitors, market trends, regulatory developments, and partnership opportunities.

2015 — 2016

Life Solutions

Logistics & Operations Responsible

Oversaw on-site operations and led the expansion of the products and services portfolio, improving service delivery and supporting business growth.

Operations Management: Oversaw day-to-day on-site operations, coordinating logistics, resources, and service delivery to ensure operational continuity.

Portfolio Expansion: Led the expansion of the products and services portfolio, identifying growth opportunities and aligning offerings with market demand.

Service Improvement: Implemented process improvements that enhanced service delivery quality and supported overall business growth objectives.

2012 — 2014

PricewaterhouseCoopers

Technology & Data Services Sr. Coordinator

Supported the implementation of ERP solutions by bridging business and technology teams, enhancing process efficiency and aligning product capabilities with operational requirements.

ERP Implementation: Supported end-to-end implementation of ERP solutions, coordinating between business units and technology teams to ensure alignment with operational requirements.

Business-Technology Bridge: Acted as liaison between business stakeholders and technical teams, translating operational needs into system requirements and vice versa.

Process Efficiency: Identified and implemented process improvements that enhanced operational efficiency and aligned technology capabilities with business objectives.

Adrian Octavio Nava Zepeda

Designing scalable strategies to generate sustained impact — across markets & industries.

Every role. Every market. One mission: turning strategy into lasting results.

Continuous learning with an execution-driven mindset.

Capabilities developed through experience.