SUMMARY

• Strong hands - on experience in full lifecycle project, program and portfolio management and program governance (status reporting, planning, resources, timeline, dependencies, RAID, business case, budget).
• Experienced in front, middle and back office systems with strong financial knowledge in equities, lending, counterparty risk, market risk, credit risk, equities and derivative trading.
• Proven project management abilities; able to assume multiple responsibilities and remain productive within time-sensitive and fast-paced environments.
• Strong knowledge of Data Governance, Data Issue resolution and Data Lineage along with contributing to Data Management Councils.
• Strong experience in writing business requirements and experience in budgeting, scheduling, timely delivery and reporting of status.
• Experience interacting with Sr. Stakeholders at various levels in functional and matrix organizations to gain an understanding of their business objectives and influence and to negotiate changes needed to deliver project objectives.
• Liaised with various business areas and IT departments, including Risk, Audit, COO, and Technology Services
• Collaborated between cross-functional business and technology groups, PMO, funding sources, strategic initiatives, sourcing vendors, third-party software vendors and off-shore teams.
• Strong client-facing skills and have acted as a customer advocate.
• Proven ability to design and optimize business processes and to integrate business processes across disparate systems.
• Served as primary client interface with sponsors / C level executives.
• Exceptional communication, organization, and time management skills with ability to clearly 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
• Fluent in various aspects of data integration and management including, EDM, Data Governance, MDM and BI for large data projects (Big Data).
• Led multiple projects and teams concurrently, including strategic planning, project management, execution, and communication.
• Facilitated working sessions of medium to large sized groups across all levels of the organization.
• 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.
• Proven project management abilities; able to assume multiple responsibilities and remain productive within time-sensitive and fast-paced environments.
• Worked in the Change Management department to implement software, technologies and processes to implement new TOMs (target operating models).
• Strong experience managing diverse teams comprised of on-site and off-shore (Brazil, India, UK, Poland, Russia).
• Experience in Organizational Change, Capital Markets and Corporate and Operations Strategy.

PROFESSIONAL EXPERIENCE

Confidential

Project/Program Manager

Responsibilities:

• Senior Project 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 spanning 6 months to multiple years in duration across multiple 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.
• As Project Manager, managed FRTB 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.
• Generated business requirements documents for Data Issue management projects, triaged issues and provided solutions.
• Own stakeholder management responsibilities to work closely with Credit Risk management, Market Risk, Market Data and Risk reporting teams, 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 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 work streams 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, especially 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:

• Owned 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 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.