SUMMARY

• Performance - driven senior Project / Program / Product Manager with over 14 years hands-on management experience in Product, Program, Project, Operations, QA management and Business Analysis in Financial Services, operating within established enterprise infrastructure as well as independently creating a department/business entity from the ground up.
• Strong understanding of IT and business infrastructure in the financial domain and experience in data analytics and operational performance metrics to successfully run a department.
• Experience include direct reporting to Executive COO and Management team concerning Corporate IT needs.
• Responsible for budgeting, analysis, resource allocation, and project tracking on the IT Portfolio level.
• Highly skilled in liaising between business and technology stakeholders, establishing governance, and interfacing with executive management in general and regulatory environments; excellent soft skills including team-building, communications, and ability to engage with resources at all levels.
• Experienced in front, middle and back-office systems with knowledge in equities, lending, counterparty risk, market risk, and credit risk.
• Knowledge in Capital Markets (Equity, Fixed Income, Derivatives, Debt Securities).
• Exceptional communication, organization, and time management skills with the ability to communicate with peers, business partners, product owners, and subject matter experts to drive project transparency.
• Ability and appreciation for working both granularly and in broad strategic directions.
• Expert in various PMLC methodologies - Waterfall, RUP, Agile (Scrum, Kanban), Iterative development, Test Driven Development with tools like Clarity, MS Project.
• Strong knowledge of Agile process (project planning, product roadmap, requirement stories, release planning, sprint planning, daily scrum, sprint review, and sprint retrospective) and an experienced and acting Scrum Master.
• Strong experience in Excel (analyzing large data sets, vlookup, pivot, conditional formatting, what-if analysis) and PowerPoint (regularly create decks for senior management, SteerCos and OpCos).
• Experience in Organizational Change, Capital Markets, and Corporate and Operations Strategy.

PROFESSIONAL EXPERIENCE

Confidential

Program/Delivery Manager

Responsibilities:

• Served as primary contact to senior department managers for critical change initiations.
• Led team for analyzing present-state, developing alternative future-state approaches and facilitating implementation.
• Defined responsibilities and accountabilities for key project roles.
• Assessed the adoption risk associated with the change effort.
• Created a communication plan to communicate risks and rewards associated with decisions and actions to stakeholders in IT and business-oriented terms and led discussion on risk mitigation.
• Identified, developed and executed strategies and supporting tactics to engage and influence all stakeholders for successful project execution.
• Created a clear, coherent approach to guide effective program/initiative setup, execution, and control.
• Coordinate in resource and budget management, facilitate and help resolve issues, monitor risks and manage and prioritize conflicting requests
• Coordinate with PMO regarding project artifacts and timelines, create and maintain project plans, create executive summary and dashboards
• Interact with stakeholders from various areas, FO, BO, Finance, Risk, Compliance, Audit and senior management for status reporting, issue management and collaboration with other chapters
• Define and manage KPIs to measure project and delivery performance.

Confidential

Project Manager

Responsibilities:

• Senior Program Manager for CCAR/IHC/BASEL Data Integrity and Controls and Data Issue Management Projects in Product Control and Front office IT and owned end to end delivery of 2 programs with a budget of 13 million
• Proven ability in leading projects and managing complex high visibility projects and BAU requests spanning six months to multiple years in duration across numerous stakeholder communities within an organization
• Assembled technology teams to address the business ask, lead planning and implementation of projects
• Participated in discussions with business partners to address deploying a large-scale project in phases so the technology team can deliver the business ask with low to no risk.
• Managed multiple projects that needed enhancements to Front Office trading systems.
• As a hands-on Project Manager, I managed dev teams and projects from Initiation, Planning, Execution, Monitoring and Control, and Go-Live. Created status reports to senior management, maintained RAID logs and negotiated conflicts.
• Part of the Data Management Council to review and address data issues, MRAs, and data lineage questions.
• Own stakeholder management responsibilities to work closely with Credit Risk management, Market Risk, Market Data and Risk reporting teams, Traders, Product Control (PC), Financial Accounting (FA) clients, and Change teams to understand requirements and work with business analysts, architecture and development resources to design solutions to meet business needs.
• Worked with the IHC Data Controls team to implement operational metrics and controls for systems involved in IHC reporting.
• Part of the PMO working group to implement performance metrics for projects and individuals.
• The Project Management activities include scope confirmation, definition of implementation approach, resource planning, budget, and actuals tracking, milestone tracking and stakeholder and business client management
• Participated in in-house Agile SAFe training and part of the committee planning transition from SDLC (Waterfall, iterative-waterfall) to Agile Framework (Scrum)

Environment: Clarity, Microsoft Project Server, MS Office (Word, PowerPoint, Excel), LoanIQ, Doman/DTD/DRD (OTC derivatives), Gateway (Data sourcing using Informatica), STAR (Finance data warehouse), Terafirma, MS Visio

Confidential, NJ

Sr. Project Manager

Responsibilities:

• Managed multiple data-related workstreams to implement the central data warehouse for interim CAPP reporting for CCAR.
• Managed the data acquisition timeline and aligned all related deliverables at project, program and initiative level for timely quality delivery.
• Worked with the IHC implementation team to define a roadmap and understand liquidity reporting.
• Project managed day-to-day execution of assigned projects and maintained RAID logs and tracked status in MS Project.
• Managed cross-functional dependencies and fostered integration and coordination with other related significant projects, primarily local and in-business priorities and dependencies.
• Partnered with risk process owners, Enterprise and Risk technology teams to meet program objectives
• Prioritized work and resolve routine conflicts and issues
• Tracked project status, proactively managed issues and provided updates to stakeholders through senior management reviews, steering & operating committee meetings and regular project work sessions.
• Facilitated cross-functional working group sessions to clearly articulate the processes supporting the risk function, controls, business priorities, impact on regulatory reporting, issues and risks associated with the IT infrastructure; identify limitations and gaps and proactively help develop solutions.

Environment: Regulatory Reporting Data Warehouse, Exadata, Axiom for regulatory reporting, Source systems for data mapping, MS Project, MS Visio, MS Excel, Informatica Power Designer

Confidential, NJ

Sr. Project Manager

Responsibilities:

• Planning and managing a portfolio of projects for implementing an enterprise-wide Data Management efforts (Data warehouse, MDM and EDM projects) which includes data consolidation, processing, and analysis with a budget of 12.5 million.
• Implemented a PMO structure to oversee budget, schedule, resources and scope and manage risks and issues.
• Liaise with various business areas and IT departments, including Risk, Audit, COO, and Technology Services.
• Executed projects using agile methodology and used Kanban for production support.
• Functioned as Scrum Master (Agile) and directed daily activities for the project team while facilitating sprint planning and sprint review meetings.
• Worked with product owners to manage project backlog
• Work with stakeholders including Business Users, Change, IT, and Line teams.
• Setup program governance and reported project status to team, PMO, and executive management through management reports, and communication meetings while managing teams of 35 resources.
• Managed ARB (architecture review board) and technical meetings for various software development projects.

Confidential

Sr. Project Manager

Responsibilities:

• Responsible for budgeting, scheduling, timely delivery and reporting of status, RAIDs and the like to Steering Co and Ex Steering Co
• Created business requirements and design documents for Reference data issues including data tracing.
• Responsible for creating a team to manage the client data reconciliation and warehousing effort in support of the KYC remediation strategy and overall utility roadmap, which assisted compliance endeavors like BASEL reporting, FATCA, LEI, DFA External Business Conduct, KYC, AML and PEP screening.
• Led team in implementing business processes that would align client onboarding to the business and IT infrastructure.
• Led FATCA team that implemented a system to capture FATCA specifications for USPs.
• Member of the strategic governance for Data Management team for long term planning.
• Led few projects using Agile methodology as a Scrum Master and facilitated sprint planning, reviews and retrospectives, held daily scrums, maintained a dashboard and burn down charts for sprints and reviewed backlog with product owner regularly for priority and scope changes
• Led the team that created a central data warehouse for client data across GBM and reconciliation against KYC profile and a BI layer for various reporting requirements.
• Managed multiple End-to-End concurrent projects from Project Charter to Delivery including resource and cost management.
• Worked with Sr. Management (Managing Director, COO) to create progress reports for regulatory sanctions to be presented to representatives from Federal Reserve and the OCC.
• Implemented governance structure with Steer Co and Working Groups with weekly reporting into Executive Steer Co and PMO.
• Coordinated delivery timelines across the downstream systems and IT Tasks/projects, managing inter-dependencies and delivery milestones as appropriate.

Environment: Windows XP, Trillium, MS Project/Excel/Access/PowerPoint/SharePoint, FO/BO tools, AIM, Clarity PPM, JIRA, Confluence, Green Hopper, BVD, Dun & Bradstreet, Informatica, SQL, Business Objects