SUMMARY

• Program manager with a track record of 14 plus years of experience in identifying user requirements, analyzing, designing (data modeling), developing, testing and supporting business process modeling and identifying the gaps in business processes in cloud industry, financial services industry, information systems management and investment banking sectors.
• Ran a team of 15 onshore and offshore resources focused on ensuring customer success through cost optimization.
• Skills include leading product development team, defining project scope, business process analysis, business process reengineering, requirement gathering, data and process modeling and track record of successfully running global programs, projects and teams.
• Strong technical background with extensive experience writing SQL Queries for fetching data from different data sets using Select and different kind of Join queries.
• Extensive experience in working on multiple projects simultaneously along with gathering Business Requirements, developing and documenting Business Requirement document (BRD), Functional Requirement Document (FRD), Software Requirement Specification (SRS) across the deliverables of a project.
• Working experience on projects from conceptualization to implementation with experience in requirement gathering, documentation, workflow preparation, process re - engineering, process mapping, scheduling, capacity planning, statistical and data analysis.
• Expertise in visualizing and documenting the artifacts using Use Cases, Activity diagrams, Class diagrams, Data Flow Diagrams, Business Flow Diagrams, Sequence Diagrams using MS Visio.
• Comprehensive experience in Root-cause analysis, Feasibility studies, GAP and Variance analysis, Impact analysis, Risk analysis.
• Experience in working with QA team to develop the Test plans, Test scenarios, Test procedures, and Test cases to ensure adequate testing of software both before and after completion.
• Excellent communication skills and specialized in client interaction for requirement gathering.
• Strong knowledge of the Software Development Life Cycle methodologies (phases and gates) like Agile and Waterfall models.
• Specialization in Data Reconciliation, mapping logic analysis and break analysis.
• Excellent understanding of Databases. Working experience on Data Quality projects. Skilled in using Informatica for data analysis and defining data requirements.
• Great team player and coordinator for running the project in timely manner.
• Experienced in dealing with front office, middle office and back office.

PROFESSIONAL EXPERIENCE

Confidential, New York, NY

Sr. Program Manager

Responsibilities:

• Single point of contact for the Cost Optimization service, drove coordination of activities and consistency of message across stakeholders worldwide.
• Provided requirements to product development team to enhance the existing cloud management portal.
• Established local teams of subject matter experts across sales, marketing, and support teams to act as regional leads and participants, responsible for helping drive Cost Optimization capability advancement, regional awareness, and training.
• Managed cross-functional project teams responsible for planning, organizing and executing complex projects across multiple organizations and stakeholders to enable the launch of projects and processes
• Effectively guided the team around problem structuring and use of analytics (tools and techniques) to carry out analysis.
• Recommended controls by identifying problems and writing improved procedures.
• Promoted awareness of key cost optimization levers, advancements, and topics through regional Cost Optimization influencers and subject matter experts.
• Communicated, established, and measured KPIs to track progress and success of Cost Optimization global program.
• Kept up to date on key cloud economic and cost optimization developments and evangelized cost related trends, themes and best practices.
• Understood and communicated billing, forecasting, and budgeting best practices.
• Drove towards simple, scalable solutions to difficult problems, use excellent project-management skills, and communicate complex topics in a clear and easy-to-understand way.

Confidential, New York, NY

Business system Analyst/Project Manager

Responsibilities:

• Lead Business Analyst for iCommit application (an in-house built system to record commitment exposure and terms for syndication loan deals).
• Helped transformed standalone application (iCommit) into an interactive system by implementing APIs and opening live feeds to systems such Loan IQ and BMR (Basel management Reporting).
• Created and updated process diagrams.
• Collaborated with SMEs to send data from iCommit to centralized data repository by understanding data structure and by creating data mapping files.
• Created the user guide and lead training sessions for business users.
• Completed more than twenty workshops interviewing more than ten SMEs to document their processes. Also documented all processes by preparing Visio diagrams.
• As a project manager, responsible for overall project timelines, status reporting and senior management status presentations for projects under Treasury Operations group.
• Lead Business Analyst for SPIDER application (an in-house CRM system built to track pipeline deals).
• Reverse engineer the system to understand the data fields and update user manual.
• Instrumental in working with audit groups to come up with solution for MRA items (Audit points related to reconciliation of the CRM memos).
• Involved in building of proprietary mobile and desktop application for bankers to provide them access to key client data, financial information, relationships networks and advanced document search capabilities, driven from user insight and experience.
• Create and maintain interactive portfolio dashboard and executive reports module for the shareholders and upper management. Worked across internal teams to document consistent and complete requirement definitions for book of work items as well as requirements catering other internal clients.
• Highly involved in Cost and resource estimation and budget tracking.
• Provided references for users by writing and maintaining user guide for iCommit, training end users on updated iCommit functionality.
• Communicated new release information and potential impacts to account management and implementation teams.
• Documented best practices for to improve the overall efficiency of the team and collaborated with PMO teams to ensure project delivery on time.

Confidential, New York, NY

Business Analyst/Project Manager

Responsibilities:

• Gathered requirements for Data-HUB project. An IT initiated project to eliminate duplicate data, Expose services that can be called from multiple applications, Create separate OLTP & Reporting database and to introduce collaboration tools.
• Wrote specs for data load projects, which include defining table structure, mapping logic, feed timings etc.
• Interfaced with various internal IT and Business teams and external vendors.
• Identified gaps between the implemented logic for production of current statements and confirms.
• Reviewed SIT test plan, test conditions and test cases for Statements project.
• Responsible for interacting with developers to make sure they understand the requirements and are able to meet the expectation.
• Highly involved in user acceptance testing.
• Understood the developed test case from use case and requirements
• Interfaced with various internal IT and Business teams and external vendors.
• Created and managed project plan.
• Highly involved in Cost and resource estimation and budget tracking.
• Documented project time line for Data hub.
• Performed cost benefit analysis of the solution.
• Mitigated roadblocks affecting critical path.
• Conducted Release Management meetings on a weekly basis.

Confidential, New York, NY

Business Analyst

Responsibilities:

• Worked as a Business Analyst/Team lead for various assignments with principal responsibility on planning, reengineering, implementing, supporting reconciliation system reconciling trades data between ledger and Sub-ledger for the counterparty credit risk group. Heavily involved in FDIC, FSA, OCC and FRB Audit for data control and quality group. In addition responsible for ensuring compliance and effective operational risk controls in accordance with BMO Financial Group U.S. and BSA/AML regulatory standards and policies for a particular functional unit within Financial Intelligence
• Coordinated and conducted meeting sessions with the business users, captured the equity derivatives requirements and gained an understanding of the business rules & constraints.
• Responsible for requirement gathering, documenting BRD/Use Cases, Functional specs and Technical specs.
• Analyzed trading/sales and Credit risk requirements according to FDIC and FSA standards and identified functional and non-functional requirements.
• Successfully conducted (JAD) Joint Application Development sessions with cross-functional team members for discussing various shared issues to ensure that the business objectives are met with and requirements are understood clearly at all levels.
• Organizing and implementing Testathons for Post Trade scenarios applied on all major security types including Derivatives
• Investigated breaks in the reconciliation reports concerning trade population, MTM, and Counterparty data
• Served as a primary investigator for 4 Recons spanning Equity Derivatives, commodities and fixed income forward products
• Conducted UAT Testing for 10 credit risk and market risk projects.
• Prepared requirement traceability matrices and managed all components of the business requirements & UAT testing phase of the development lifecycle.
• Maintain current, detailed knowledge of anti-money laundering and anti-terrorist financing matters. Utilize in-depth understanding of BSA/AML and OFAC regulatory requirements and best practices to guide decision making in execution of enterprise-wide AML objectives.
• Develop and maintain a high level of expertise in BSA, OFAC, USA PATRIOT Act and related regulations, directives and guidance.
• Identify possible enhancements to AML monitoring tools and processes and communicate them to the Financial Intelligence Manager.

Confidential

Business Analyst/Financial Analyst

Responsibilities:

• Supported all the regions and areas for Confidential Global Accounts, Revenue base of $5B annually.
• Represented Confidential global accounts in the Core account transition team. Developed and maintained a business tracking tool to keep track of account moves. Acted as a liaison between Global Sales team and Global Finance controllers to move accounts in and out of the segment. Tracked historical financial performance of the accounts to set quotas for sales teams.
• Developed various financial models to help the global pricing team. Maintained webquota tool to keep track of all the global accounts and the sales team. The tool was also used to set the quotas for each account, assign sales rep to the account and track attainment for compensation purposes.
• Helped global compensation team to allocate sales credit for accounts where there was involvement of noncore sales representative in landing accounts
• Led a cross functional team to improve the reporting for a sales overlay group; analyzed the business flow and gathered new requirement from the Alliances sales managers; turned over the new flow and requirements to the IT team
• Part of Global Freight Team to analyze the impact of freight margin lost. Performed competitive analysis of freight charges in all Confidential products. Found margin upside of 5% in servers and desktops
• Supported ISG overlay segment for global and took over the role of a controller in the absence of a lead controller overseeing $250M business for one quarter. Helped sales team with recognition of ISG business and provided them with up-to-date reporting