SUMMARY:

• Technology leader with 10+ years of portfolio - level leadership across data analytics & modeling, financial management, compliance & collateral management, systems integration, strategy implementation and business transformation projects across the entire SDLC using PMBOK processes.
• Proven track record of seamlessly combining innovation and project management for process improvements and efficiency.
• Outstanding people management skills to motivate professionals to collaborate both tactically and strategically and thrive in ambiguous fast-paced environments.
• Hands-on approach with excellent communication and negotiation skills that are leveraged to develop effective customer/client relationships and strong industry partnerships.
• Finance industry background and experience in working closely with banks and financial institutions in role supporting capital markets, fixed income and commodities implementation projects.
• Managed special projects and research for systems enhancement relating to collateral management partners, traders, quants and portfolio managers.
• Strong background in SDLC tool s (Jira, Rally, MS Projects, Documentum, Source Code Repositor ies, Test Automation, and Release Management), Enterprise Resource Planning (ERP) and Enterprise Trade Risk Management (ETRM) tools.
• Experience using Project Web Access, Salesforce Chatter, Hipchat, Slack and Sharepoint tools for working collaboratively and planning, tracking and updating all stages of business projects.
• Implemented systems to monitor and effectively escalate issues related with the various risk categories, and help identify and mitigate areas of key risks in operational processes in accordance with internal policies and procedures and according to industry best practices.
• Contributed to change initiatives to improve internal controls, increase client service standards, and add process scale by eliminating manual touch points.
• Managed tracking systems to maintain records of collateral documents and all agreement collateral terms (i.e. ISDA/CSA and MSFTA) and designed centralized collateral management processes for cleared and bilateral instruments, which include OTC Derivatives, cleared swaps, and forwards; devised systems to substitute requests for maturing collateral and counterparty requests.
• Worked on KYC solutions and implemented AML and fraud detection & prevention tools to comply with OFAC regulations.
• Background in accounting, with training in advanced financial statement analysis and ratios and experience working with CPAs.
• Experience in restricting Chart of Accounts for ERP systems
• Well-versed with all aspects of physical operations (logistics, truck/rail/barge/vessel/tank scheduling, terminals, bills of lading etc) and financial operations (A/P, A/R, Risk, Credit, Contracting, Settlements, Margining etc.)
• Well-versed with financial statements, financial planning and analysis and GAAP accounting requirements.
• Work closely with Data Management and Reconciliation to assist in proper securities.
• Led systems integrations for new acquisitions and steered cloud adoption for trade capture and reporting tools.
• Adopted agile methodologies for rapid, continuous delivery of useful software, under fluid use-cases.
• Experience driving regulatory initiatives as well as establishing governance and communications across the work-stream within the project portfolio.
• Experience with Dodd-Frank, Sarbanes-Oxley etc and dealing with regulatory requirements of agencies like FERC, NERC, SEC, EPA etc.
• Built and managed system for day to day operations functions including issuing margin calls and processing calls received along with instructing/settlement/reconciliation of collateral movements.
• Experienced with managing systems for analyzing and reconciling collateral data from various sources (files, websites, reports and applications) for OTC Derivative and FCM relationships.
• Experience with optimizing market & commodities credit risk portfolios using machine learning algorithms (KNN, Random Forest)
• Experience facilitating Agile/Scrum, Rapid Prototyping/ rapid application development teams to deliver technology solutions within the triple constraints (Cost, Schedule & Scope)
• Expertise in Resource Planning, User Story Estimation and Sprint Planning using Agile/Scrum techniques as a Scrum Master / Agile Coach.
• Experience running Monte Carlo simulations for project estimation and budgeting.
• Experience moderating Agile retrospectives focused on outcomes resulting higher team performance
• Expertise using project management tools for project planning, gap analysis, WBS scheduling, incident/issue management, change management and project communication
• Experience building and establishing a PMO and developing standardized processes, procedures and metrics
• Experience in managing project financials, creating, monitoring and controlling baselines and developing sizing estimates
• Experience in delivering using onsite-offshore models and managing to manage high visibility multi-vendor multi-technology engagements
• Experience creating high quality project documentation (Project charters, organization charts, responsibility matrix, communication plan, change management and risk management plans) and delivering training for rollouts
• Experience building reports, dashboards & data visualizations against RDBMS, Big Data/Hadoop using Tableau & MicroStrategy

SPECIALTIES:

Project Management Tools: Rally, Microsoft Project, Asana, Trello, Basecamp, JIRA, Visio

Visualization: Tableau, PowerBI, Qlik, MicroStrategy

Databases: SQL, SQL Server, MS Access, SAP BI, Oracle

Analytics & Statistical Packages: R, SPSS, Stat Tools, @Risk, MS Office VBA

Enterprise Systems: ERP (SAP, Oracle), ETRM (Entrade, Kiodex, Triple Point, Allegro, DTN Aspect, EKA), PaaS (Salesforce, Google, AWS)

Credit Risk: Dun & Bradstreet, Credit Risk Monitor

Capital Markets & Trading: Bloomberg, GlobalView, Morningstar, TT xTrader, VelocitySuite, PointLogic, webICE, CME Clearport, FIX protocol

SDLC Methodologies: Agile/Scrum, Kanban, Rapid Application Development

Collaboration / Document Management: SharePoint, Wiki, Documentum, Google Drive, Confluence, Quip

Testing: Mercury TestDirector

Incident Management: BMC Remedy, JIRA Service Desk

Big Data: Hadoop framework, HDFS Storage, Integration/Pipelines (Sqoop, Flume), Hive/HQL, Pig scripting

PROFESSIONAL EXPERIENCE:

Confidential, Houston, Texas

Sr. Project Manager

Responsibilities:

• Experience migrating internal trade capture, contract generation, risk limits, KYC and credit processes to Salesforce CRM. Good understanding of SFDC architecture, data integrations and add-ins/tools.
• Responsible for end-to-end deployment of Salesforce solution across all commodities, including setting up the infrastructure, hiring development resources, managing requirements, preparing budgets, scheduling and responsibility allocation, interaction with stakeholders and external vendors, user acceptance testing and documentation.
• Used SDLC tool s (Jira, Rally, MS Projects, Documentum, Source Code Repositor ies, Test Automation, and Release Management), Enterprise Resource Planning (ERP) and Enterprise Trade Risk Management (ETRM) tools to efficiently schedule and manage projects using PMBOK guidelines.
• Experience using Project Web Access, Salesforce Chatter, Hipchat, Slack and Sharepoint tools for working collaboratively and planning, tracking and updating all stages of business projects.
• Used Microsoft Project with Sharepoint and Project Server plugins along with integrations with JIRA using the Ceptah Plugin and Daptiv PPM for an optimal project management platform.
• Utilized Master Project Plan in MS Project to combine multiple different project plans into a single master project plan and used resource pooling and traffic light indicators.
• Used Sharepoint as a centralized content management system (CMS) for document versioning, content approval, business workflows, alerts, co-authoring, metadata, different views of documents, and storage across multiple projects.
• Worked with cross-functional teams in Houston and India and used agile/scrum techniques for faster release cycles. Team sizes ranged from 7 - 12 members for projects (both onsite and offshore).
• Used Sharepoint as a BI tool using PerformancePoint, PowerPivot and Visio Services.
• Experience in restricting Chart of Accounts for ERP systems and aligning it to the needs of the Treasury and FP&A departments.
• Created dashboards using Tableau and integrating Salesforce reporting with Tableau plug-ins (Salesforce Canvas).
• Worked directly with traders and schedulers (including natural gas and power) to understand their requirements from a trade capture and risk management perspective for several projects including ERP implementation (internally developed based on Focus 8 platform), ETRM implementation (Kiodex, Entrade, internally developed system).
• Experience using OSI (Open Systems Interconnection) reference model and knowledge of working with PCI and NERC Critical Infrastructure Protection (CIP) compliance standards for Electrical, Physical, and Personnel security used in various system integration projects
• Reported to Head of Risk and worked directly with the COO and CFO of the organization to iron out the IT roadmap for the organization.
• Enabled the CEO with dashboards and visualizations of daily positions by book, price movements and mark to market.
• Worked on multiple high visibility projects ranging from $5 million to $1 million in budget and transformed business to a paperless environment and improved data access and usage using standard processes defined in the Project Management Book of Knowledge (PMBOK).
• Worked on CMS / POS Billing solutions for retail operations of an affiliate in India; familiar with other solutions like NirvanaSoft.
• Used JIRA to track, organize, and prioritize bugs, new features, and improvements for software releases across multiple projects
• Used JIRA for release planning and co-ordination across the project groups allowing stakeholders and product management team to get together and agree on new futures and release cycles.
• Engage with project sponsors (business and IT), Product Owner, key stakeholders, vendors and delivery team to understand business requirements and identify appropriate solutions and maintain a working relationship.
• Developed high-level project plans and ensured that the scope and approach are fully understood by all stakeholders.
• Develop and coordinate checkpoint documentation and detailed project plans and schedules as required by the PMBOK project governance and methodology processes and obtain stakeholder and leadership approvals.
• Utilize project management tools to track, manage and publish project status and budget (plan and actuals) in line with the company's standards.
• Provide work direction and leadership to assigned project teams (internal and third party), consisting of scheduling, assignment of work and review of project efforts.
• Used JIRA for tracking project progress by creating a software development workflow
• Used JIRA as a CRM tool using third-party-maintained Salesforce plugins to pull customer data from Salesforce and display it within a JIRA issue.
• Performed hands-on reviews of product backlog/requirements, designs, code, test scripts, and results as needed in addressing delivery impediments or product quality issues
• Maintained velocity of the Sprint team by constantly reviewing product backlog with the product owner
• Collaborate with project team to identify potential project risks and assist with the development of mitigation plans
• Coordinated communications, escalated and facilitated resolution of risks, issues, and changes tied to the product development initiatives by reviewing standardized issues log with the core team during the daily status meeting
• Organized and facilitated daily stand-ups and retrospectives at the end of each sprint
• Gather and track metrics/KPIs, and develop and implement changes (per standard approval processes) so that the project can remain within scope, and within time, cost and quality objectives.
• Coordinate project related data and input (technical, business functional, financial), communicating team velocity, summary conclusions and risks to schedule to company leadership
• Maintain dependency plan between planned sprints across engineering, infrastructure, and third parties across Agile work streams driving the release and implementation
• Led the agile transformation for the Financial Manageement, Business Operations, Market Risk, Credit Risk and Operational Risk MIS Programs by driving big data integration
• Facilitated re-structuring of financial management policies and envisaged technology adoption roadmap in consultation with senior management and CPAs.
• Managed internal financial management technology effort in conjunction with treasury and accounting teams to assess and mitigate a variety of potential risk exposures through data modelling and statistical analysis.
• Managed data analytics and technology implementation projects with a team of 10 people across geographies; mentored and evaluated to triage issues proficiently.
• Participated in IT vendor assessments for Enterprise Trading Risk Management Systems like Allegro, TriplePoint, EKA etc.
• Provided design alternatives for building dashboards and reports through rapid prototyping for an internal transaction capture system.
• Managed technology to accelerate on-boarding, strategy execution, operations and compliance for new commercial ventures including Power, Gas and Renewables; enabled 3x volume ramp-up within few months, with optimal resources. Devised technology solutions for tighter receivables control and capital management; reduced cash utilization to 10% of availability, and eliminated >30-days past due payments.
• Created and implemented a B2B credit risk management tools using three lines of defence principles to measure external partner credit availability based on credit scoring model and total exposure estimation
• Championed change management to integrate systems and processes for new acquisition using change planning, process mapping, role-to-position mapping, communication etc. and devised effectiveness metrics.
• Implemented a trade risk management system and established processes and schema to aggregate and report P&L by commodity, tenor, location; enabled dashboards with intra-day data refreshes.
• Improved contract accuracy and efficiency using data analytics and incident tracking systems; achieved ~50% faster responses at doubled volumes, and significant error reduction.
• Planned and created the prioritized road map for the next fiscal year and forecasted the financial budget
• Spearheaded roll out of business development project dashboards using Asana and Gantt charts; significantly improved task visibility and adherence to timelines using data-driven techniques.
• Improved contract accuracy and efficiency using data analytics and incident tracking systems; achieved ~50% faster responses at doubled volumes, and significant leakage reduction.
• Conducted technology due diligence and modeling for multiple new M&A opportunities with >$50m in potential investments; facilitated operational transition and systems integration based on sound metrics.
• Designed and implemented frameworks for transactional data capture and daily P&L reporting using exchange integrations, price data capture, trade input tools and processes to automate end-of-day reports.

Confidential, Indianapolis, Indiana

Project Manager

Responsibilities:

• Responsible for gathering requirements, getting sign-offs and communicating the approvals to the lead technical architect and the implementation team based on PMBOK processes.
• Proficient use of MS Project to quickly estimate project timelines, evaluate what if scenarios, and did reporting to PMO using out of the box and custom reporting.
• Created project baselines using MS Project and used it to measure progress, and compared it to current plan or previous baselines to see how much the plan has changed.
• Managed a team of 8 members across different geographical locations in an onsite offshore model
• Identified the critical paths in concurrent work streams and cross allocated resources based on usage
• Interacted with Senior Executives and stakeholders to assess the needs and identify key challenges, constraints and risks; thereby define the project scope
• Assessed impacts of user change requests on the application and documented associated requirements and design changes
• Developed test cases and conducted Informal and Formal Integration Testing for xRPM 2.0 to 4.0 upgrade Implemented application code and moved into development and production environments
• Reduced turnaround time for project deliverables by 35% by bundling solutions and eliminating scope-creep.
• Implemented strategy to reorganize use of external contractors for SAP project, reducing op-ex by ~20%.
• Appreciated by Lilly senior management for process compliance, timeliness and quality of deliverables during critical cutover support for SAP Project Systems 4.7C to ECC 6.0 upgrade

Confidential

Systems Analyst

Responsibilities:

• Resolve complicated high severity issues in the production system within the agreed 8-hour SLA
• Implement a help ticket resolution system for the team using Sharepoint
• Develop, enhance, implement and maintain several programs including custom ABAP reports in Project Systems, SD, MM, FI/CO and SCM modules of SAP.
• Provide business application support for resolving problems within stiff deadlines, working with support Tools like Remedy ARS, Test Director and Documentum.
• Prepare functional and technical specification documents as per the high-level design.
• Conduct peer reviews of programs against stringent quality standards.
• Prepare functional and technical specification documents as per the high-level design.
• Led a 10-member team to design knowledge management system (‘Kristal’); training time for new recruits reduced by 50% and knowledge-sharing among functions improved.
• Undertook quality improvement measures based on a root cause analysis of software defects, reducing defects by 40% and increasing profitability during next release.
• Streamlined project delivery processes by introducing a mandatory comprehensive checklist and time-measurement for subtasks, achieving 30% improvement in delivery compliance.

Confidential, HOUSTON, TX

Analyst (Intern)

Responsibilities:

• Managed project to analyze ethanol price trend based on supply and demand levers; built econometric model to predict cargo movements from/to Brazil.
• Developed ethanol option pricing and volatility models; back-tested to achieve 90% accurate pricing.
• Enhanced price reporting and daily market commentary using tested price curves, charting and empirical studies; assisted brokers to advise value strategies to clients.

Confidential, HOUSTON, TX

Consultant (Intern)

Responsibilities:

• Identified five immediate sales targets for Engineering Procurement & Construction in Oil and Gas; pared down initial list of over 1000 to 5 using criteria derived from research & interviews.
• Analyzed targets using financial and qualitative metrics (revenues, capex, production, acquisitions, growth potential etc.); developed reusable analysis framework and toolkits for sales.