SUMMARY:

• Proactive, collaborative leader with 18 years of progressive experience in Project /Program, Process Improvements, Business Analysis and Problem solving across medium to large enterprises in the Confidential industry. Value added skills to increase bottom line benefits with a passion for people, processes and excellence.
• Strategic and tactical thinker, empathetic and able to look at the big picture.
• Excellent presenter and cross - functional communicator and can easily interface with several stakeholders including Senior Management, Vendors and Customers with expertise in managing and leading change.
• Built strong relationships with business partners in Finance, IT, Operations and Off-shore teams in functional and matrix environments
• Good influencing, negotiation, conflict resolution and partnering skills
• Excellent problem solving and critical thinking skills
• Comfortable working independently and in group/team environments.
• Strong communication skills, oral, written and presentation skills.
• Made presentations and conducted Training sessions on Professional Development and Process change.
• Experience with onshore and offshore Service Providers

TECHNOLOGIES, SYSTEMS AND FRAMEWORKS USED:

PMI PMBOK, Six, Sigma, SDLC, Waterfall, Agile, Oracle PeopleSoft Financials, SAP, Mainframe Systems, In-house General Ledger Mapping Tools, Smart Stream TLM, Business Objects, Clarity, MS Word, Microsoft Office, Access, BPMS, RDBMS, ERP, Project Management Tools and COLAB. Excellent in using Microsoft Project, Visio, Excel, PowerPoint and SharePoint and other PPM Tools; ability to quickly learn required systems or tools to report status as well as execute required processes.

PROFESSIONAL EXPERIENCE:

Confidential

Project Manager

Responsibilities:

• Developed, maintained, and tracked project plans including WBS, schedule, scope, risks, and change management throughout the SDLC.
• Managed solution scoping for implementing the Reconciliations on one integrated platform and train the users on the new platform in an Agile Project environment.
• Partnered with the Business Users for the requirements management from project initiation through implementation to empower business teams to adapt the new automated process for quality control purposes
• Coordinated work of test teams, UAT, and monitored their performance during performance and integration testing.
• Coordinated with external Vendors’ Project and Test teams for the production of required files layouts/formats to complete the automation process
• Coordinated with the Enterprise Security & infrastructure Teams for retrieving, testing and implementing the new automated processes and products.

Confidential

Project Manager

Responsibilities:

• Gather functional and user requirements by facilitating root cause analysis, brain storming, and JAD and interview sessions. Conducted process mapping
• Participate in post implementation review, provide support and act as the liaison for any post implementation issues
• Design a strategic training plan to train users on new/changed business processes
• Lead Business Process redesign and Improvements. Developed transition strategies and change management strategies.
• Effectively manage multiple stakeholders and resolved conflict and earned the trust of sponsors and stakeholders.
• Set team direction and monitored project status and provided periodic status updates to key stakeholders. Managed project budgets up to $800k.
• Interacting with Architects, Test Lead, Business Analysts and Technology Lead to monitor the overall progress of the projects and planning of various releases.
• Researched existing application, performed GAP and Risk analysis, and evaluated benefits of migration. Track issues, risks and change controls.
• Build Project Plan and lead Project Management activity related to the Migration to the new solutions
• Coordinated work of test teams and monitored their performance during performance and integration testing.
• Provide weekly Status Updates to the Project Team.
• Weekly reporting on key project metrics like schedule and cost tracking to budgeted vs actual.
• Successfully managed various Infrastructure Projects like setting up New Archive Data Servers, Office Relocation and Team move to a Colab Environment.
• Automation of Treasury Investment Products Reporting and Controls from a daily manual process to create transparency, avoid manual interventions and greater control.
• The Treasury platform is Confidential ’s investment management platform holding all the assets, liabilities and securities reporting information in various Confidential currencies.
• Manage various project documentation like the implementation plan, issues log, process maps, daily reports and track results of project deliverables and completion

Confidential

Senior Business Analyst

Responsibilities:

• Working with the Finance General Manager and the Client Trustee Management, was responsible for developing long-term plans and financial models to improve Planning and Budgeting. Preparing financial disclosures and financial statements for Annual reports and provide annual audit working papers while ensuring accounting activities are in compliance with relevant legal, professional and ethical standards.
• Closely interact and provide timely and accurate financial reports and business performance results to the Trustee Board of Directors as per guidelines. Act as liaison between the company and service providers and assist in risk management, issue mitigation and resolution.
• Review performance against Budgets and prepare Variance and Control Reports. Develop, manage and coach staff and team members in the finance team.
• Liaise with external auditors on accounting procedures and records during Annual Company Audits.
• Manage reports and Key Performance Indicators within the company, ensuring that managers receive timely, accurate and relevant information.
• Align current practices with Annual Budgets and Forecasts, and collaborate with management on the five-year projection cycle.
• Provide meaningful analysis and commentary on Business performance and all variances to Plans, Confidential Budgets and Operating Budgets, Monthly Reports to the Trustee Management.

Confidential

P& Confidential Accountant

Responsibilities:

• Working closely with the Finance Director, in the Confidential Group Head Office -
• Monitored and managed the Working Capital and Confidential plans of Confidential Group and its subsidiaries.
• Managed the Group’s Funding Limits with the Bank to avoid Overdrafts.
• Acted as a liaison for all the Confidential Australia Business Units with the Bank Prepared the Forecast Balance Sheets Consolidated Confidential returns, Statutory Accounts, weekly, monthly and quarterly Cash Flows and Rolling Forecasts.
• Leasing Administration including analyzing fixed asset registers and identifying assets suitable for sale/leaseback.
• Perform Cost Benefit Analysis on the Confidential fleet and provided recommendations to the Fiscal Director regarding sale vs. lease decisions.
• Set up Central Signatory Registers across the Confidential Group Australia, streamlined review processes and procedure manuals for new Signatories to avoid fraud and misuse of company’s funds.