SUMMARY:

• Senior project manager skilled in managing full lifecycle enterprise application implementations and infrastructure platforms build - out with end to end responsibility for program/project management.
• Excellent understanding of Confidential .
• Lead implementation of electronic trading platforms, risk management systems, wealth management applications, portfolio management systems and corporate accounting solutions for major financial services organizations.
• Subject Matter Expert (SME) in business analysis and agile methodology.
• Major contributor to change, including evangelizing of modern project management techniques and selection/hiring of high performing project teams to achieve organizational success.

EXPERTISE AREA:

• Program Management
• Application Delivery Management
• Agile Practitioner
• IT Vendor Management
• Business Analysis
• Budget Management

TECHNICAL SKILLS:

MS Office: MSExcel, PowerPoint, Word, Outlook, Visio, MS Project, SharePoint, Project

Database: SQL, Oracle, SQL Server, TOAD, MS Access, Data Modeling Tools like ERWin

Business Modeling: UML, Visio, Enterprise Architect

Web Authoring Tools: MS Front Page, Balsamiq, MS Visio

Agile Tools: JIRA, Rally, BluePrint

Estimation, Budgeting and Forecasting Tools: CaseManager, Opplan, PCM

Other Applications: Wealth Outlook, ML One, PCOE, Confidential, Confluence

PROFESSIONAL EXPERIENCE:

Senior Program Manager

Confidential, Pennington, NJ

Responsibilities:

• Provide program management for ongoing programs across multiple business units, functions and regions within the firm mainly Managed, Brokerage, Advisory, Retirement, Self Direct and Wealth Management Business Channels.
• Managing a team of onshore and offshore Project Managers.
• Develop program budget, track actuals against forecast and ensure adherence to departmental guidelines for variance.
• Prepare project execution plan and identify appropriate technical and business resources needed for the team. Accountable for completion of projects on schedule, within budget and fulfillment of technical requirements.
• Lead Agile planning discussion with Line of business stakeholders, product owners and technology stakeholders.
• Help facilitate Product Increment planning and Most Viable Product (MVP) discussions with Business and Technology teams. Facilitate consensus on trade-offs and finalize program board.
• Define and maintain overall change management process for business requirements, policy, resources, budget and decision escalation process as necessary.
• Define the project management governance and gain alignment with the project team regarding project documentation, project plan, issue tracking and status reporting
• Responsible for driving issue escalation and resolution; risk identification, mitigation and overall removal of impediments in the progress of the project.
• Prepare sharp powerpoint presentations for senior leadership and conduct data analysis using Excel to provide critical details for reporting and decision making. Present KPIs for APIs as part of monthly Global Wealth and Invetment Management Trading Report.

Confidential

Responsibilities:

• Managed a complex program with a budget of $3million involving re-engineering of various trade execution, market data and settlement systems to build the capability to include new asset types and enhanced functionality to support new regulations in the business processes supporting the trading of various asset types and FX and Netting functionalities.
• Worked closely with Equity Desk and OTC Preferred Desk Line of Business and Traders.
• Set up External Broker Dealer Connections and OATS reporting on the new Confidential OMS for Client side and street side executions.
• This program is widely hailed a big success with having delivered ambitious goals within aggressive timelines and under budget.

Business Development Manager

Confidential, NJ

Responsibilities:

• Led a team of business analysts to provide complex assessment of various interfaces between Corporate Accounting platform and other upstream/downstream applications (more than 25). Identified all inefficiencies and made recommendations prioritizing the projects required to be implemented to improve the efficiencies of various business processes.
• Liased with various cross-functional business and technical teams to analyze and document the data flows for each interface.
• Worked with architecture team to create desired future state and a project roadmap to achieve the future state.
• As a result of this study, various immediate term and long term projects were identified and executed.
• Worked with the data team to conceive and document Datamart strategy around Transfer Agency, Shareholder Master and Finance data.
• Liased with business and program managers on the roadmap, delivery schedule and scope for each delivery
• Responsible for representing the data team and reporting the status of the project to executive management regularly.
• Carried out a comprehensive evaluations of all reporting requirements to identify the gaps in implementation and capability of current BI tool i.e. Essbase.
• Identified functionality gaps and remediation designs in the Essbase cubes i.e. reporting solution for Management reporting.
• Liased with VPs in Finance to document complex requirements for management reporting around Revenue Sharing process. Made recommendations to include missing key data in Finance DataMart to enable improved data reporting and process efficiencies.
• Created a feasibility proposal for implementation of reporting requirements of Accounts Payable. New data feeds from SAP were conceived and new cubes were implemented.
• Assisted in migration of Sales Commision reporting functionality to Cognos to enhance the analytics around balancing process for commission reporting.

Project Manager/ Business Analyst

Confidential, NJ

Responsibilities:

• Facilitated the requirements gathering meetings and process design workshops with users.
• Created requirement specification documentation based on the requirements collected.
• Designed and documented functional design, re-engineered business processes, Fit/gap analysis and various other artifacts.
• Worked with development team to define technical scope around data conversions, interfaces and reports.
• Assisted in design, development and enforcement of the development standards, document templates, database designs, migration strategies and the document control procedures.
• Created Test Plans and Test cases. Worked with QA team and business users to carry out rigorous testing in QA and pre-production environments.
• Assisted project management with maintenance of project plans, draft project status and issue escalation.
• Assisted in documenting data security strategy, configuration design and drafting maintenance and troubleshooting procedures for the operations team.