SUMMARY:

• 14 years of experience in working for top level Wall Street Wealth Management and Confidential firms in Analysis, Design, Development and Implementation of IT solutions, of which eight years in delivery management using agile and scrum methodologies in the areas of compliance, trading, market data, private equity, wealth planning & advisory with budget more than $6M.
• Performed in different roles as Business Analyst, Project Manager and Program Manager
• Proficient in requirement gathering from business users, formulating into functional specs and design specs, assigning tasks to team members and tracking progress
• Flexible and able to work in a fast paced, high pressure and collaborative environment
• Hands on when feasible - very strong in database technologies including Oracle, Sybase, data modeling.
• A self-starter - improvised to build tools to automate non-routine activities and thereby freeing up team bandwidth, which reduced operational costs.

TECHNICAL SKILLS:

Database: Oracle 10, Sybase 12, 15, SQL Server

Language: Java/J2EE, JSP, Servlets, XML, VB, PL/SQL, Web Services, C, UNIX, SOA

Vendor Products: Broadridge Revport, PieTech MoneyGuidePro, Compliance MasterTools: JIRA, Tomcat, ERWin Modeller, Eclipse, WSAD, IIS, HP ALM Center, Ant, PVCS, SVN, MS Project Plan

PROFESSIONAL EXPERIENCE:

Confidential

Program Manager

Responsibilities:

• Delivered in 3 sprints per plan on time with development teams in India, UK & Zurich
• Optimized project plan, resourcing and finance to complete below planned budget ($120K less)
• Drove scoping and development process aggressively to deliver before time (1 month earlier)
• Used JIRA to create work breakdown structure and task assignment to team
• Program Manager for Management Reporting Platform - cluster of projects for a suit of financial data analytics and reporting - along with CCAR project
• Accelerated deliveries by facilitating dialogue between teams and source data guardians along with business users for requirement clarifications (2017 H2 had bulk of releases, than H1)
• Saved $450K through improved budget & forecasting, resource utilization and close monitoring

Confidential

Project Manager

Responsibilities:

• Worked as PM - Scoping, analysis, finance, resourcing, delivery, QA support ($750K budget)
• Delivered Resolution Planning per Dodd Frank regulation
• Plan, analysis, monitoring code development progress of a team of 5 members
• Built Upgraded Financial Goal Analysis (FGA) application tool with new functionalities, integrate with ConsultWorks (firm wide Single Sign On), include new features, like adding outside and 401(k) accounts
• Tech: Java/J2EE, Web services, Oracle
• Worked as PM & Business Analyst: Plan, analysis, execution, monitoring progress
• Financial Planning workflow implementation - using this, the entire financial planning process for clients is automated for HNW clients. This tool takes care of life cycle of creation of financial plan for a client, renewal, archiving of plan and charging client fee for the plan
• Integrated this solution with the billing solution using Revport that has been built before
• Worked as Business Analyst and Tech PM: Worked on analysis, design, DB model & delivery
• Oracle, Java, JSP, Servlet, UNIX, Drool
• Implemented firm wide comprehensive fee collection process using Broadridge Revport resulting in faster invoicing process - reducing operating costs by 25%. It deals with invoicing clients to whom financial services are provided and to vendors whose financial products are sold to clients. Implemented for business units of mutual fund, annuities and revenue share, insurance, private bank, institutional consulting etc.
• As Tech PM, designed and implemented solution in Oracle, UNIX, Java/J2EE, Spring framework
• Saved over $100,000 by leading in-house extract building and installation without vendor help
• Implemented Managed Service for a cluster of applications for ‘Change The Bank’ operation
• Saved 40% of cost by working as PMO - conducted tech stack and team structure analysis to modify team structure with sizable offshore component ($3M size)
• Partnered with line managers, application owners, contractors, development teams to monitor team performance

Confidential

Delivery/Project Manager

Responsibilities:

• Delivered initiatives on market data systems for Fixed Income securities using agile methodology to direct multiple, ongoing release cycles
• Collaborated with business team, data guardians, client team leads, development teams onsite and offshore to define pricing logic and modifying Security Master feeds
• Technology: Sybase 12.5/15.5, Java, J2EE, UNIX Sun Solaris, Control-M
• Streamlined operations for a cluster of projects - provided end-to-end program support
• Maximized support team performance by driving documentation of the systems and operations, cross training within teams, bringing in more overlap of offshore team shift with US team resulting in improved communication and info exchange between teams
• Automated operations through new tools - freed up support team bandwidth; decommissioned redundant nightly processes