SUMMARY

• Project Manager, Certified Scrum Master and Business Management Professional with over 12 years of hands - on experience in managing projects
• Proven track record of managing and delivering of strategic, cross-functional, cross-Business and high visible projects within time, cost, scope and quality in accordance with Risk, Architecture and Firm-wide guidelines
• Managing multi-million CRM and Product Package strategic initiative projects with multiple & rapidly changing priorities
• Manage Program/Project for implementation of Salesforce in Citi.
• Managing complex interactions/communication with multiple technical teams and business stakeholders spanning different geographies within the company
• Experience of working in different domains including Financial Service, Banking Retail, Mortgage, Finance and CRM
• Function as Scrum of Scrum and Scrum Master. Coach Agile principles to teams.
• In-depth knowledge of Solution Development Lifecycles including Agile, Waterfall, Hybrid, Iterative and Incremental methodologies
• Lead cross functional project teams to deliver solutions addressing customer requirements, define milestones, resources & schedules
• Track cost (resource/time allocation) using tool like Planview/ Cognos and communicate to all stakeholders, on a timely basis, including Senior or Executive Level Management, regarding the progress of the projects
• Proactively identify and resolve issues that would pose a risk to on-time implementation of programs/projects and lead discussions among technical delivery teams to resolve issues and roadblocks in delivery
• Implement Company’s processes for scope/change management, risk management, issue management and quality assurance
• Strong leadership skills and ability to work with cross-functional teams and multiple resources with differing levels of skill and experience across various time zones (i.e. onshore and offshore models)
• Coordinate with different teams in regards to dependencies
• Proficient in running Scrum ceremonies - Sprint Planning, Sprint, Daily Standup, Sprint Review and Sprint Retrospective
• Assist Product Owner in maintaining and prioritizing Product Backlog and facilitate Scrum team in writing and proper sizing of User’s Story
• Helping teams to understand the acceptance criteria regarding user stories thereby increasing teams’ performance in meeting Sprint Goals
• Proficient and in-depth knowledge of Sprint metrics such as - Sprint velocity; Sprint burn-down; Release burn-down; committed hours vs actual hours and tracing remaining hours for tasks and Sprint to be on top of progress
• Coordinate with teams in all level of Testing - Unit Testing, System Testing, Integration Testing, E2E Testing, Regression Testing and UAT (User Acceptance Testing)
• Close projects effectively through production turnover, documentation of learning and provision of feedback on project resource performance.
• Liaison between senior leadership, key stakeholders and technology teams for post implementation support
• Excellent verbal/written communication and presentation skills - presenting information, status and issues in a clear and concise manner with the goal of driving to a decision
• Proven people management skills, combined with exceptional communication, interviewing, presentation and interpersonal skills

TECHNICAL SKILLS

• JIRA, Planview, Rational Team Concert, HP Quality Center, Oracle Primavera Project Management .Net Framework, Java, HTML, VBA, Microsoft SQL Server, Oracle, Team Foundation Server, Remedy, Microsoft Visio, Microsoft SharePoint, Microsoft Project, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, QlikView, Hyperion Essbase, Oracle and SAP.

PROFESSIONAL EXPERIENCE

Confidential, Irving, TX

Senior Project Manager/Scrum Master, PMO

Responsibilities:

• Salesforce Enhancement: Integration of Salesforce Lightening with Citi System for Retail Bank Business focusing on onboarding, sales and servicing. The scope was - 360 view, Branch Customer Authentication, Real time Balances and Demographic changes, Campaign Management, Teller Referrals, Mortgage Referrals, Offer Management, Transaction Notification and Alerts and Report generation.
• Salesforce Call Center and Self-Service: The main objective was to drive cost saving by retiring multiple legacy sales and servicing tools. It integrated Salesforce Lightening with Citi System for Retail Bank Business. The scope was - Salesforce/Avoka integration (MVP), Event Cloud integration to show accounts opened in other systems are reflected in Salesforce, building additional Alerts for CD maturity or cancelling direct deposit, Data restructuring for display in Salesforce, real time Card balances (POC), Outlook POC - confirming Salesforce support to Information Security, Offer fulfillment and Client Profile & Goals (UI only).
• IPB US - CPC I Rebranding Phase 2: The project enabled making of payments (Wires, CGT and LAT) both, national and international, from Digital platforms for International Private Banking (IPB) clients. It enhanced weekly and daily pay limits and updated charges and fee structures. It provided ability to view Bank statements and Reg-U loan statement on Citi Business on Line (CBOL) and on Citi Mobile in an effort to retire CWS platform. Prior to implementation Privacy Risk Compliance Assessment, Cross Border Data Compliance, American Disability Act requirements and Internal Vulnerability Assessment needs to be completed.
• IPB US - CPC I Rebranding: Project rebranded existing Citigold Private Client (CPC) segment, supported by International Private Banking (IPB), to Citigold Private Client International as part of US Retail efforts to launch their own CPC brand in the US in 2020. The project also rebranded client website and provided ability to the customers to get registered with Citi Business on Line (CBOL).
• CPB Automated New Business Account Opening: Project delivered a Data-model driven onboarding process of automating Business Accounts opening of 16 account types for Citi Private Banking Business customers after they have been fully verified by KYC process. The solution provided was for the US market but was scalable to other markets. The solution leveraged AVOKA APIs for account opening process and also provided ability to order checks and Debit/ATM PIN to the primary or alternative address. The solution eliminated filling of account opening forms and multiple data entry points that was inefficient and error prong. The new process provided ability to fund the new accounts same day.
• CPB Account transaction statement capacity: The project provided solution to enhance statement capacity from 250K to 1MM transactions for the current Deposit Administrator Account (DDA) holder of Citi Private Bank
• CPB Automated New Retail Account Opening: Project provided automated onboarding solution (account opening process) by replacing batch and manual process for US Citi Private Bank consumers by feeding data into AVOKA and Salesforce. The solution provided was scalable to expand to other Banking products and regions. The process that was replaced was a batch and manual process.
• Cards POS AVOKA Integration: The project provided integration of new Digital platform with AVOKA for Credit Cards Point of Sale (POS) solutions at Branch level. The solution utilized data transmission methods defined under Citi Information Security Policy and Standards. In place of existing HTTP GET method AVOKA application was made to interface with Citi’s Credit Card Business for providing demographic, tenure and relationship information for opening credit card account best suited for the customer. There was a key security concern with the existing HTTP GET method that sensitive information was visible as part of the URL and could get cached in browser history, proxies, book mark etc. This project was part of Corrective Action Plan
• Aurora 2.0: Project was directed toward augmenting revenue of Citi Banking. In the project audit of checking accounts were carried to ensure that they are linked to valid business accounts for fee waiver and if they were not, linking them to proper fee structure thereby increasing revenues. Audit of Safe Deposit Box was also done to properly assess fee thereby enhancing revenues. Also, provide corrective action plans to ensure customers are given proper pricing and customer fee structures are remediated
• Saving Plus Money Market Account Stop Sell: This was a complex hybrid project employing Waterfall and Agile methodologies for project delivery. This was a Business Strategy project wherein sunset of Savings Plus Accounts was done. The product of Saving Plus was no longer available for new account opening. However, the support and servicing of existing Saving Plus accounts would continue.
• NTB AVOKA Sanctions Screening: All new to Bank client relationships are screened against OFAC SDN list prior to account opening or prior to the customer transacting within the AVOKA account opening system.
• Small Business Conversion to Consumer GTC Platform - Analysis and Design: In order to transition to new Consumer Rainbow Global Technology Council (GTC) platform from the earlier Business and Commercial platform, which was put into service in 1995, data cleanup was required. It eliminated products that were no longer offered. Ensured all Small Business accounts are within their own packages in order to allow specialized pricing and continue to use the existing interfaces with legacy retained applications, where possible. The total portfolio of account that was impacted was above $16B. This project facilitated usage of new applications for onboarding and Customer Relationship Management

Confidential

Senior Project Manager

Responsibilities:

• Take overall responsibility of delivering strategic, cross-functional, high visibility projects within defined cost, time, scope and quality
• Manage and lead complex interaction of multiple technical and business stakeholders that span multiple businesses, functions and geographies within the company for project/solution deliverables.
• Manage cross functional project teams to deliver solutions as per Agile methodology addressing regulatory, strategic and customer requirements
• Define milestones, resources & schedules, expense planning and tracking and reporting to all stakeholders, including Senior and Executive Management.
• Participate in Scrum related meeting like project planning, daily stand-up meetings, reviews, retrospectives, sprint, release planning, demos, etc. to see Scrum Masters and other team members are managing projects as required.
• Function as Scrum of Scrum and Scrum Master. Coach Agile principles to teams.
• Participate proactively in developing and maintaining team standards, tools, and best practices to improve delivery performance through coaching and mentoring on team roles, tools, processes and ceremonies.
• Facilitate, coordinate, and arbitrate cross-functional macro level topics, often including key business stakeholders and senior management.
• Employ program management processes, methodology and standards for project execution and delivery
• Builds and maintains high performance teams through own actions and direction provided to others
• Lead in implementing/applying standard processes for scope/change management, risk management, issue management, quality assurance, estimate variances, and project communications
• Support project negotiations by providing subject matter expertise around Retail Banking and project lifecycle methodologies; negotiate for appropriately skilled human resources and maintain high performance teams
• Identify opportunities for continuous operational and/or team improvements
• Ensure data conditioning and data availability for different types of testing for a project
• Advance Business, IT and Operations leadership’s understanding of their respective roles within Agile

Confidential

Senior Project Manager

Responsibilities:

• Take overall responsibility of delivering projects within defined scope, time, cost and quality in accordance with Risk, Architecture and Firm-wide guidelines.
• Manage multiple projects at a given time, work with multiple & rapidly changing priorities.
• Lead complex interaction of multiple technical and business stakeholders that span various Businesses, functions and geographies.
• Manage cross functional project teams to deliver solutions/projects as per Solution Development Lifecycle addressing regulatory, strategic and customer requirements
• Define milestones and their timeline, resources planning & schedules, cost tracking, variance analysis, risk and issue management, and reporting to all stakeholders, including Senior and Executive Management
• Oversee parts of the projects to be delivered by vendors, establish deliverables by having SOW, track the schedule, and review their deliverables ensuring they are as per the scope and quality
• Participate proactively in developing and maintaining team standards, tools, and best practices to improve delivery performance
• Facilitate, coordinate and arbitrate cross-functional macro level topics, often including key business stakeholders and senior management
• Employ program management processes, methodology and standards for project execution and delivery
• Implement processes for scope change, risk management, issue management and quality assurance
• Support project negotiations by providing subject matter expertise around Retail Banking and project lifecycle methodologies
• Negotiate for appropriately skilled human resources and maintain high performance teams
• Identify opportunities for continuous operational and/or team improvements
• Ensure data conditioning and data availability for different types of testing for projects in order to deliver quality solutions
• Coordinate with teams in all level of Testing - Unit Testing, System Testing, Integration Testing, E2E Testing, Regression Testing and UAT
• Close projects effectively through production turnover, documentation of learning and provision of feedback on project resource performance.
• Serve as single point of contact for all the matter related to projects and document meetings and other critical conversations and decision points for the project
• Maintain RAG (Red, Amber and Green) status of projects based on risks, issues and time schedule of the project
• Take full responsibility to ensure all artifacts related to projects are created properly as per the Company’s requirements and established procedure
• Oversee the post implementation support to the Businesses sponsoring the projects and ensuring proper resolution of any incident reported

Confidential, Dallas, TX

Scrum Master

Responsibilities:

• Played a key leadership role in the delivery of complex technology and business solutions.
• Closely worked with the product owner and business systems analyst to break epics/features into manageable stories and helped develop stories with detailed acceptable criteria. Also, worked with the product owner to groom and prioritize the backlog once the stories were added.
• Facilitated story grooming with the team to discuss the scope and upstream/downstream dependencies of the story and collectively sized it based on Fibonacci scale. The team also tasked the stories and estimated the effort in hours for each task during story grooming sessions.
• Conducted sprint planning with the team - determined team capacity, discussed and determined development and QA efforts for the stories, review and plan story dependencies and select stories for the sprint based on the team capacity and story priority.
• Ran daily stand-up meetings to discuss the progress of the stories and also to identify any impediments or challenges that the team might be facing.
• Established processes to manage scope, risk and issues within and across multiple teams.
• Proactively worked on resolving any impediments that the team might be facing and collaborated with other teams or resources if needed to resolve the impediments.
• Worked closely with cross-functional teams to ensure that the dependencies are delivered on time.
• Provided team’s status update in daily Scrum of Scrum (S2) meeting - discussed inter-team dependencies in the meeting and also escalated any impediments that were not getting resolved to the senior leadership.
• Leveraged Version One tool to plan and track sprint and program progress.
• Worked closely with team to maintain a consistent burndown and maximize the team velocity per sprint.
• Conducted retrospective at the end of the each sprint to foster team growth. The team discussed what worked well and could be carried forward, what did not work well and how the team could be improved.
• Encouraged the team to identify actions items for improvement based on the team’s experience in the previous sprint.
• Followed-up on the action items through-out the sprint and review them at the next retrospective to determine how the team benefitted from them.
• Owned, advocated, and taught Agile (scrum) processes, ensuring that the team is always following the Scrum framework and looked for opportunities to continuously improve.

Environment: Java, MS SQL Server, HP Quality Center (ALM), Agile (SAFe) Methodology, MS Visio, MS Visual Studio, MS SharePoint, MS Excel, MS Word and MS PowerPoint.

Scrum Master

Responsibilities:

• Facilitated scrum ceremonies including daily stand-ups, story grooming, Sprint planning including capacity planning, Sprint review and retrospective.
• Worked with product owner to breakdown features into manageable stories.
• Also worked with the product owner to prioritize and maintain product backlog.
• Facilitated story grooming with the team to discuss the scope and upstream/downstream dependencies of the story and collectively size it based on Fibonacci scale. The team also tasked the stories and estimated the effort in hours for each task during story grooming sessions.
• Conducted sprint planning with the team - determined team capacity, discussed and facilitated in determining development and QA efforts for the stories, reviewed and planned story dependencies and selected stories for the sprint based on the team capacity and story priority.
• Identified and removed impediments to prevent distractions that interfere with the ability of the team to deliver the project goals.
• Facilitated discussion and conflict resolution.
• Lead discussions among technical delivery teams to resolve issues and roadblocks in delivery
• Managed Sprint burn-down and velocity to maximize optimum utilization.
• Supported the development managers and project leads as necessary.
• Updated agile tracking system (Rally/VersionOne) to provide transparency on Product and Sprint backlogs.
• Attended Scrum of Scrum meetings to provide Sprint status updates and discuss dependencies with the Scrum Masters and Project Leads of cross-functional teams.
• Facilitated demos to the product owner, UAT, release planning, post-release validation and other project related work.
• Leveraged metrics to continuously improve the team’s efficiency and performance.
• Ensured that the team is practicing the core agile principles and best practices.
• Recommended improvements and assisted in changes to improve efficiency.
• Assisted with internal and external communication, improving transparency, and radiating information.

Environment: .Net, Java, MS SQL Server, HP Quality Center (ALM), Agile (Scrum) Methodology, MS Visio, MS Visual Studio, MS SharePoint, MS Excel, MS Word and MS PowerPoint.

Confidential

Agile Project Manager

Responsibilities:

• Led the scrum team to perform planning, development, testing and implementation of development/enhancement of the internal applications of the company.
• Partnered with Product Owners to shepherd projects through the software development process from request management through post-deployment support.
• Interfaced with product owner to consistently maintain and prioritize the product backlog.
• Facilitated Scrum activities such as Sprint planning, daily stand-up meetings, grooming, sprint reviews, sprint retrospectives and release planning.
• Maintained and published Scrum metrics including velocity and burn-down that helped the product owner and management team to track the team's progress.
• Removed roadblocks reported by the team which could require cross-team collaboration and/or escalation.
• Assisted the team with overall management of code development, unit testing, system testing, defect resolution, production implementation and post production support.
• Coordinated resource and scheduled estimates across multiple development organizations responsible for packaged deliverables.
• Acted as gate keeper to ensure that all milestone deliverables meet with defined standards.
• Created and maintained risk and issue logs, including working with appropriate parties to create mitigation and corrective action plans with communication to the team, product owner, and executive management.
• Responsible for delivery of the project within time, cost, scope, and quality defined boundaries.
• Managed complex interaction of multiple technical and business stakeholders that spanned several product divisions and functions within the company.
• Created project schedule; expense plan; communication plan; tracking and reporting variables.
• Managed release plans, iteration plans, forecasting and status reporting.

Environment: .Net, Java, MS SQL Server, HP Quality Center (ALM), Agile (Scrum) Methodology, MS Visio, MS Visual Studio, MS SharePoint, MS Excel, MS Word and MS PowerPoint.

Confidential, Dallas, TX

Assistant Vice President

Responsibilities:

• Managed a team of Analysts for Budgeting, Forecasting and provided Month End Reporting and Analysis to the Management and Operation Leaders for performance measure and decision making
• Tracked cost drivers, carried KPI Analysis, maintained Balanced Scorecard and performed variance analyses for performance measurement, decision making and effecting controls
• Assisted operations in formulating control measures by collaborating in Risk and Control Self-Assessment process (RCSA)
• Audited Borrower Assistance operations for compliance of OCC mandate and escalated risks to higher management
• Provided Full Time Employees (FTE) need for 100+ work streams of Mortgage Banking by means of complex models, making operations efficient by 70%+ in two years

Confidential, Marion, TX

Senior Finance Associate, Texas Operations

Responsibilities:

• Led a team of Analysts for Capital and O&M Budgeting, Forecasting and provided Month End Reporting to the Management and Operation Leaders for financial risks and opportunities
• Provided Analysis for decision making and calculated ROI, ROA, IRR, etc. for projects’ viability, tracked costs of various Capital and O&M projects. Created Work Breakdown Structure (WBS) for proper allocation of costs in Capital Projects
• Carried Month End closing, variance and ad-hoc analysis, accruals and reported inventory movements. Oversight of various general ledger accounts. Made Journal Entries while reconciling accounts to ensure compliance of GAAP. Built 5 year Business Plan. Supervised AP Process
• Ensured Sarbanes-Oxley and delegation of authority (DOA) compliance and helped external & internal audits