SUMMARY:

• Over 12+ years in the US as Technical Project Manager (Scrum/Kanban) &BI and Business Systems Analyst in Financial Technologies at Confidential (Mutual Funds), Confidential (Wealth Management), Deutsche Bank (Asset Management/Capital Markets) and Confidential (AML - KYC and Corporate Finance) and eCommerce
• Substantial experience in End to End deliveryacross entire SDLC in diverse methodologies asScrum Master (Scrum,Kanban&BDD) using JIRA, Rally,MS Project, JAMA and Confluence in UI/Database/Data Warehouse, Business Intelligence and Data Reconciliation projects.
• Certified Scrum Master - Conducting scrum ceremonies (Backlog grooming, Sprint planning, Daily stand-ups, Sprint Demos/Reviews and Retrospectives) for cross functional Teams.
• 1.5 years’ Experience as an Agile Coach - Trained and Integratedagile teams in the Scrum/Kanban principles and tools (JIRA/Rally) across North America EU and India with a focus on delivery and quality.
• Extensive experience on Infrastructure Projects for, RHEL and Oracle upgradation for Data WarehouseInformatica,EagleLinux with Dev, DBA, Engineering,Deployment and Release Management.
• Hands-on experience as Business Systems Analyst in Technology Analysis, Design and development for UI (Distributed and mainframe), Database, Hubs and BI reporting systems.
• Well versed in handling Multiyear, Multi Release Projects, Budget and Forecasts engaging Diverse Teams for High value Organizational, Regulatory and Self Audited Project Governance.
• Good understanding of Asset Management,Wealth Management Platform, Client Data Governance, Risk mitigation processes, and BI Data Analysis.
• Knowledge of AML Risk Application Portfolio management for financial services Industry.
• Adept at guiding cross functional teams at resolving impediments through Issues Resolution workshops and Escalation through stakeholder channels as and when required.
• Enacted change and continuous improvement methodologies increasing the productivity of Scrum teams, theoverall velocity and quality of deliverables.
• Empowered teams to self-organize and adopt cross-functionality (based on Servant-Leadership)
• High communicative proficiency with interactive Excel Dash boarding andPowerPoint artifacts.
• Facilitated Hands-on User Story Workshopsleveraging experience as a Business Analyst.
• Hands-on experience of Use Case analysis for HLD/LLD and Visio based Swim lanes.
• Extensive knowledge setting up Change control processes and Data Governance Approval workflows with Collibra.
• Maintain project documentation on Confluence,SharePoint and Testing Progress on HP ALM with JIRA.
• Resourceful in Data analysis, Integration and ETL Data Load processes translating data geographies.
• Resourceful on UI/UX User Centric Design methods with UAT & Usability test planning.
• Multiple career roles including Lead Analyst in Financial, Telco, eCom, Portal development.
• Advanced Toastmasters Certified- Speaker and leadership officer.

TECHNICAL SKILLS:

Business Domain: Financial (Asset Management, Wealth Management)TelCo, eCommerceRegulatory Audit, Wealth Mgmt, AML-KYC,)Web Portal development, Infrastructure

Methodologies: PMBOK, AgileScrum, Kanban (CSM), TDD, BDD.

Tools: JIRA, JAMA, Confluence,CA Rally, MS Project 2013, SharePoint, VisioAML Quality Center, MS Word, Excel with Macro,PowerPoint

Analysis: Excel with Macros, Beyond Compare, MS SQL, Oracle SQL Developer.

Languages: Python,C++.R,Node.JS, HTML5, CSS, SQL, JSON,XML, .Net, Core JavaData Warehouse Tools: Informatica, Eagle,Oracle,MS SQL Server, Access,.

IDE /UI/UX: Eclipse, Xcode, Visual Studio Dreamweaver, Flash, Photoshop, Fireworks.

PROFESSIONAL EXPERIENCE:

Confidential, NYC,NY

Agile Technology Project Manager

Responsibilities:

• Project Kick off done with Technology team and Business Users.
• Application Modernization: Perform User Experience Research on determining ideal approach and architecture for Microsoft Surface based data collection, operation and analysis.
• Build Epics, Features, Stories and Sub Tasks with Scrum Team based on discussions with PMO and Dev Managers.
• Prepare Project Plan with proposed Timelines and milestones.
• Set up Sprints, Sprint Planning Sessions, Backlog Refinement and Prioritization sessions.
• Conduct User story workshops and Estimation sessions with Team to update Project Plan and Product Backlog with Story points.
• Manage Schedule and allocated Tasks for Developers and QA through Daily Scrums.
• Organize Sprint Demos and UAT (Show & tell with Users post QA completion)
• Solicit and Track Feedback from users, monitor Defects and Enhancement requests. Communicate with Commissioner’s office by updating Project Center ( PMO Project Status, Sprint Schedule, Governance )
• Communicate with Scrum team to monitor Progress with Sprint Tasks, Release tracking and mitigate Impediments.
• Prepare Iterative Release with Continuous Integration.
• Get sign offs from Product Owner and other stakeholders to close project.
• Worked with OIT and IM to update ECM changes for Provider Accountability Contracts and Policies for Business.
• Define current processes and Create Target functional structure for Content Servers
• Map existing shared folders to target functional structures.
• Apply record series subject structures with classification
• Identify metadata and add to Mapping.
• Identify role based access control and add to classification model
• Collect baseline data and conduct training and classifications.
• Migrate business area shared documents.

Confidential, NYC

Agile Scrum Master TechnicalProject Manager

Responsibilities:

• Work with Senior Management on Goals, Project Planning and Risks.
• Conduct Daily Scrum, Backlog Grooming sessions, Sprint Planning, Review, and Retrospection.
• Coach agile teams in Agile Principles and Scrum Methods.
• Integrate Scrum /Kanban and BDD methodologies within Asset management Teams across geographies.
• Demonstrate and establish standards across the Team on Sprint and Backlog management. Establish standards for defining features/Epics, Stories and subtasks, estimating dev time and assessing velocity.
• Provide training to employees on the agile process
• Drive Application Modernizationprojects on Data Analysis and Machine learning to reduce data discrepancy between Enterprise Data warehouse and local Data Marts.
• Document and get consensus on Application Modernizationfrom IT,IM and Data Governance stakeholders.
• DemonstrateJIRA admin and user features and integrate with HP ALM /JAMA for Governance and Requirements.
• Establish expectations for Product/ Sprint demos and maintain Acceptance criteria for PO and downstream stakeholders.
• Monitor Product Backlog, Burn charts, Velocity reports, to coordinate with Leadership and PO.
• Elicit Requirements from Product Owners and Stakeholders across multiple workstreams
• Monitor and Maintain Requirements on JAMA, Epics on JIRA, Test/Risk Plans on Confluence.
• Develop and Review Baseline Project plan, Backlogs, Burndown charts, MVPs and Run books.
• Operations Analysison Portfolio performanceReporting on Securitiesand Transactions with Eagle
• Coordinate Oracle Eagle Data Mart and HadoopPentaho and Sqoop Technical performance
• Coordinate Data Reconciliation from multiple sources through the PACE warehouse to downstreams.
• Manage Vendor Communication, Project Timelines, Governance, SLA contracts and Track E2E Delivery
• Resource Planning,Budgeting and Management of Requirements. Backlogs and JIRA Administration
• Manage and Maintain Collibra Data Governance Warehouse to align Logical and Physical Model.
• AllocateSprint tasks toAnalysts, Architects, Dev and Test Mangers, and Review with Product Owners
• Coordinate Code Reviews, Quality Control Strategies (BDD Automation) and Release Management, Sanity, Functional, Regression and Performance testing and Database Tuning before Release.

Confidential, Hopewell, NJ

IT Project Manager-Systems Analyst

Responsibilities:

• Build Client Activity Tracking Data Warehouse with One Hadoop/Cloudera and Tableau UI reporting.
• To address Regulatory risks State Laws for Reporting Client Activity across Workstreams
• Identify Account Types on SOR and their Rules maintained on Client data Hub.
• Conduct User Story Workshops and Facilitate multiple cross platform Scrum ceremonieson JIRA(Backlog grooming, Sprint planning, Daily stand-ups, Sprint Review and Retrospectives)
• Engage Product owners, Scrum Team for Data Governance toRefine Product Backlog, prioritize Stories and estimate Storypoints and User acceptance criteria and MVP.
• Work with Architecture and Dev teams on Systems interface Documents and set ETLand BI Analytics requirements and schedules for Hadoop/Cloudera and Oracle DWH teams.
• Work with UI teams for Design Specification, sources, and UX/wireframe standards.
• Conduct Continuous integration Planning with Dev and Testing teams
• Maintain Project Plan, Develop and track Detailed Task Lists for Deployment in Production.
• Create new Services and orchestration required to associate Client and Account data linkages.
• Create new Data linkages across Teams and vendors for Client communication
• Engage with Business and Client Data Governance Teams to Initiate project and establish Project Goals, Project Milestones and Release targets Architecture and Database Teams with Business for Requirements Analysis workshops.
• Engage Architecture and over 20 Diverse Cross Functional Data Source Teams for BRD Reviews/ User Story workshops develop Project plans, Communication plans, Risk Plans, engage SIT, UAT and Performance Test and teams and Track signoffs, at each stage.
• Conduct Estimate sessions with Dev teams- present to Business and Tech leadership for Review and approval.

Confidential, Hopewell, NJ

PM-Business Systems Analyst

Responsibilities:

• PM& Analyst in Managed services Group to Integrate CMA & IRA Account Enrollment for Merrill One Platform.
• Created Requirements Specification Docs ( User Stories and HLD), Visio Workflows and integrated Wireframes for Managed Accounts Advisory Dashboard.
• .net based Wealth Management Workstation with DB2/Oracle and Mainframe support across Data Hubs for Client Data, Investment Strategy and Client Communication).
• Directly Involved in Implementation for following Projects:
• Agreements and Client Communication.
• Transition on different Account types along with Restrictions and Strategies from legacy to E-Signature Processes- UI development, Data sourcing, Interface development and Integration with Online Web portal, eTransaction and Email services.
• Mass Manager Changes- UI, Batch and Reporting via Dashboard.
• Sales Report based on New Enrollment in Production.
• Review Business and System level Artifacts with Business and Tech teams. (BR, HLD/LLD, Visio Workflows).
• Identify Assumptions, Requirements, Use case catalogs and Interface matrices.
• Estimate level of effort and provide details on WBS to Dev Managers and Business.
• Interact with MSG Business and Tech teams to schedule BR Elaboration sessions.
• Check QC status on Issues, Defects and Change controls tracked via Release Roadmap.
• Identify Impact and Risk for dependencies across the teams and conduct JAD sessions.
• Socialize and track signoffs for every implementation between DB, Provider and UI consumers.
• Set up and track Team and Group level Project Plans between Dev and QA Teams.
• Assess Milestones based on the Release Calendar.
• Interact with Dev, QA to schedules for Triage and estimate and validate Level of Effort working through project plans.
• Develop Microsoft Project plans for multiple workstreams based on Business use case analysis.
• Interact with Business stakeholders and Technology partners to analyze Release and Map SDLC phases.
• Contribute, review and organize signoffs on all Project documents - HLD/LLD and Traceability Matrices.
• Worked on client and account data integration with Salesforce development team.
• Documented HLD with requirement specification on Wave analytics for the financial advisor dashboard using force1 and virtual source.
• Identified and mapped data elements for the application interface based on data Migration between multiple repositories.
• Worked with the Visual Source UI team to track and test module and integrate with legacy Backend team on Mainframe.
• Facilitate and negotiate agreements with External and Internal Stakeholders, vendors and dependents.
• Conduct JAD sessions to aid Data Element Mapping, Data Model changes, Data Provider specs for UI teams.
• Elaborate Guide and Track (Scrum) Onshore Development and Offshore SIT teams.
• Gather, generate and distribute Dev Status reports for Senior Management.
• Provide support on PMO best practices, Drive conflict resolution between Technology & Business partners.
• Worked with office of CIO and PMO to conduct workshops to identify gaps in Contractual Information and Client Agreement.
• Facilitated Working Committee and CAB meetings to achieve consensus on Goals and Change management Policies and Processes.
• Tracked and monitored Issues and proposed enhancements to transform with Change the bank approach.
• Facilitated working sessions on solutioning with IT and IM teams.
• Developed Project Plan based on Agile Backlog for Data Clean up and Migration
• Managed and maintained Communicated

Confidential, BUFFALO, NY

AML-Risk Analysis

Responsibilities:

• Conduct Required Data Migration with Triggers and Mining to ensure Data Quality for future business.
• Signoff on Presentation and Plan from Program Office, EVP, and Business on Process, Resource Optimization, Schedule, and Budget.
• Managing Training and Communications on Change in process, Remediation and BAU for RMs.
• Agile Monitoring on CRR, Approval, and Reporting Tool development Approval and Monitoring and Reporting on Data Cleansing/Mining/Migration for AML-KYC Remediation.
• PM with focus on Business Analytics and Change Delivery.
• Led PM practices on Large Corporate Regulatory Risk Analysis and Remediation.
• Guide BA team to Conduct Risk rating for Large Corporate Compliance deliverables.
• Facilitate daily Scrum meetings for Requirements and Resolutions between Business partners, BI/DW & Analytics team and UI-Dashboard teams.
• Led PMO in developing KPIs for Excel based Governance& Project Dashboards,
• Shared expertise with team on Excel lookups, Pivot tables, and macros.
• Developed Visio Process Workflows for Project Change Control distributed via SharePoint.
• Tracked Approvals via Lotus notes Tool on Remediation status and workflows.
• Establish consensus over Project timelines and Gantt charts on Clarity and Excel.
• Track Ensured Data quality during migration between Excel Master Lists and Database.
• Compared diverse lists and set up processes for NA Change Control and Delivery for every change in LOB, CSM and Owner.
• Worked with Program Team to set up a Working Technical committee, to meet with Leadership at a Project Steering Meeting and Change Approval Board.
• Define Functional goal, issues and schedules to migrate cleaned-up Data records and Metadata. Get sign off from key stakeholders post Review with external vendor.
• Document Minutes of meetings to document Reporting requirements, PowerPoint presentations to EVP, and interact with development team for Rapid prototyping and widget development.
• Schedule and conduct daily Scrum and JAD sessions to prepare for management Reporting.
• Conduct Webex training to coordinate and communicate Agile TDD approaches and Changes in process for Business Remediation, Compliance, and QC & QA teams.

Confidential, KOP PA

Sr. PM /Business Analyst

Responsibilities:

• Develop Software Applications and Tools to Track and monitor Project Portfolio with Application Inventory, New proposals and Change requests.
• Improve workflow and processes for Organizational Change and Approval workflow.
• Providing Reporting on Management Metrics.
• Author and Communicate vision for the project with Methodology, Project plan and deliverables.
• Monitor SDLC, project lifecycle, Budget, Resource pool and conduct JAD sessions.
• Establish and communicate agile processes across workstreams.
• Facilitate Executive Mgmt. meetings on Project health, Governance and eCom Retail strategies.
• Working with PMO and Business leadership teams to translate vision for the PPM tool into a coherent and realistic technical plan and schedule- define scope, schedule and customer’s views.
• Obtain Executive commitment at all levels of operation for Project Lifecycle.
• Establish Product Lifecycle Management, SDLC and Agile TDD- Plans for Dual-Shore Development.
• Defining and executing Agile storyboards for ecommerce product strategies, working closely with Business leadership from multiple organizations- respective Development, Content, marketing, Customer support and SMEs.
• Led and communicated PMO initiatives to analyze and evaluate Project Scope, Milestones and Operational Risk plans.
• Providing consistent and comprehensive DW/BI status reports, project updates, and ongoing cost/benefit analyses, significant issue tracking, and communication at the team and management level.
• Translating high-level business requirements and user visions into functional specifications and use cases.
• Establish protocols for Scrum meetings and Deliverables for teams-Facilitated Triage meetings between Delivery manager, Testing teams and Business.
• Present, socialize and drive consensus on Governance SLAS based on KPIs at each stage of development.
• Planned Metrics and Analytics Dashboard for executive management with KPIs and status on ecommerce module and rationalize user statistics.
• Engage in Agile Collaborative efforts to develop and refine Client data models- Agile MDM.
• Agile Collaboration workshops ecommerce product strategy, Technology and Release teams.
• Assess feasibility and strategies-And Risk planning to support Control and execution strategies and continual improvement.

Confidential, DURHAM, NC

Sr. PM Business Analyst (Vendor management Strategy)

Responsibilities:

• Manage Vendor Contracts and Transition for Application Support Services management.
• Establish Vendor Management guidelines, procedures and operational plans for Technical and Service Mgmt. Resources.
• Identified Team leads and introduced training protocols to provide KT plans for Offshore and Onsite 3-Tier Telco Service Mgmt. teams.
• Led meetings to drive consensus on KPIs, SLAs, Contract Change control on C-SAT scores for Service Management Stats with Executive management.
• Focused on tracking SOWs, Work Authorizations and Billing with QC/QA processes in Vendor Managed Services for Secure Unified Communications (UC) system.
• Provide Escalation pathway Issues and Disputes and Contract change requests for Program Executives.
• Engaged with CSC Program Executive and Nortel Vendor Governance Managers to model revised Work authorization processes based on contract changes through Triage sessions between Business and Technology partners.
• Engaged Leadership to determine Policy procedures for Project- Change Control Boards, qualifying Vendors for engagement, Workflow processes, and SDLC for new Projects.
• Owned and Determined PMO processes, Operational Procedures manual and project plan. Provide mechanism for management oversight to all programs being executed by Supplier at Nortel to ensure compliance with policies, procedures as agreed to with Nortel.
• Establish Resource and Application Model for engagement with processes for Monthly Resource forecasting.
• Engaged with Nortel Vendor Governance Management to provide Governance& BI Dashboard on System of Records to document, categorize, prioritize, track aging, obtain current status, maintain history,and produce reports to manage -Issues, disputes and Contract change requests.
• Communicate to Nortel Vendor Governance Managers new Work authorization processes and templates for vendors- RFPs, LOE, SOWS, work orders, purchase orders.
• Provide management and operational services for Nortel applications and their respective environments during Vendor transition and consolidation.
• Collaborate in Agile sessions, Performed Gap Analysis for existing Legacy system with flat files; developed System Integration and User Acceptance Master Test Plans and Traceability Matrix.
• Establish People and Interactionsprocesses and forum to maintain and continuously improve the policies as part of agile methodology, roles and responsibilities, procedures and organization to support and facilitate program-level decision making and business transformation.

Confidential, Pennington, NJ

Sr.PM-Business Analyst

Responsibilities:

• PM in interviewing Business leaders across multiple streams of GWMT & GBT to analyze and estimate effort, feasibility and scope.
• Conduct collaborative workshops with Financial Advisors, Service management, and UX teams to discovering disconnects, risks and issues in the disparate portals- GWM & GBT and assess risks and issues and gather inputs for an Integration effort.
• Participate & conduct RUP &Agile training workshops for development and DW/BI teams to establish iterative processes accommodating change requested by clients.
• Conduct Data Integration workshops with respective MDM ETL teams to identify Global and local views& sources and map queries between Global and heterogeneous schemas.
• Develop strategies for Client Identity management using GUID to link CRM data across multiple horizontal services.
• Assess risks in CRM services and Data Integration - research and improve CRM data.
• Participate as PMO with Business leadership in project initiation involving multiple functional streams for feasibility studies.
• Gather and Develop requirements from Leadership, Business and Tech teams to provide.
• Templates and framework and Maintain Framework for Analysis and Reporting with Public and Personal Query structures.
• Author Policy Procedures and Process Documentation based on interactions with cross functional teams to analyze gaps and data sources between dissociated applications and data sources.
• Identify cross-functional streams, Tech leads and SMEs to conduct cross functional Triage meetings to review Design prototypes and development artifacts.
• Engage GWM Business and Tech teams to determine Policy procedures for Project- Change Control Boards, Vendor engagement, Workflow processes, SDLC, SLAs, and Release Management.
• Adopt RUP methodology to provide tool support for Rational Suite-ClearQuest, Requisite Pro with SQL Server repository to track and manage project workflow and progress for