SUMMARY

• 10 years of IT Program/Portfolio management experience
• 10 years of Strategic Planning and Cross Functional leadership in Manufacturing, Capital Markets - Asset Management, Insurance domains.
• 10 years of business architecture experience to help recognize and identify business heat areas and developed workable solutions and benchmark operational targets/goals.
• Managed enterprise wide communication of business directives, goals, and implementation of technical solutions.
• Bridged relationships between business and IT, partnered wif Trade Compliance and Supply Chain’s operational management teams to manage measurable outcomes.
• Championed Enterprise business architect initiative to provide framework to map business capabilities, processes/functions and systems process flows in IBM BPM tool.
• Managed Supply Chain Scrum program teams and introduced user stories wif acceptance criteria to help validate business functionality requirements.

TECHNICAL SKILLS

Systems/Platforms: Integration Point, SAAS Cloud Implementation, Hadoop Big Data, Charles River, Bloomberg AIM, SAP, Markit CADIS, ThinkFolio, Summit Derivative Trading, Eagle, Portia, Sylvan, PeopleSoft, Omgeo Connect, PAM/PFI, XSP Corporate Actions, Oracle, SQL

Methodology/Tools: RUP, UML, MSOffice, MS Visio, Team Foundation Server (TFS), Microsoft Test Manager (MTM), JIRA, Confluence, SharePointData Exchanges CBP.GOV, PGA/ACE, SEC, IDC, Bloomberg, FactSet Equity Benchmark, Barclay Point Fixed Income Indices, SWIFT, Trade Compliance-Integration Point

PROFESSIONAL EXPERIENCE

IS- Program Manager

Confidential

Responsibilities:

• Managed complex and virtual Global teams and linked teams at multiple locations.
• Created communications, staffing and stakeholder management strategy for Trade Compliance and logistics business.
• Designed and implemented the outsource strategy for vendor operational support issues.
• Chaired several forward looking ERP architectural forums to ensure that solutions easy to modify.
• Championed the need for standard ERP solution for Trade Compliance for reduction of total cost of ownership by 30%.
• Partnered wif Trade Compliance business to design the comprehensive gap analysis of the existing under-configured system for ABI, ISF, FTZ and Export/Import modules.
• Designed a platform for Trade Compliance business to submit support tickets for vendor supported SAAS application to help provide internal visibility and transparency.
• Partnered wif solutions Architects to help design BI integration activities to support future business growth, research and development.
• Engaged Trade Compliance business to fully commit wif the progress of IS supports initiatives.
• Developed relationship wif Trade Compliance business areas to help keep project process transparent and supported by both IS and business counterparts.

Environment: MS Visio, MS PowerPoint, MS Excel, Oracle, SQL, MS Word, Project Management, ODS, Integration Point, SAP, PeopleSoft, SharePoint, ServiceNow

Sr. Program manager|principal

Confidential

Responsibilities:

• Provided oversight and managed identity, governance, and administration. Introduced central access policies, authentication and single sign-on Access management.
• Introduced Agile (SCRUM) project methodology to implement Asset Management operational data store to process capital market trading activity close to real-time in operational downstream systems.
• TEMPEffectively partnered wif teams to meet and surpass service level agreements including documentation of complete trade processing workflows for global markets.
• Managed analysis of active and passive currency trading portfolios, mandate requirements, benchmark exposures including requirements of compliance rules/tests and reporting requirements.
• Managed deployment of Anypoint ESB Platform to integrate cloud-based SaaS applications wif legacy applications and systems. Introduced API-led capabilities through-out the organization.
• Implemented complete trade execution workflow, including real-time interface wif Bloomberg to capture security details, upload trade details in FXALL and FX-Connect for rate confirmation and trade confirmation.
• Improved Portfolio Management and trading experience by collaborating wif vendor to develop fixes requested by customers in the most cost TEMPeffective manner.
• Implemented real-time trade interface wif Asset Management system for portfolio accounting, trade settlement and global trade support process that was required for managing regulatory and trade compliance risks.
• Provided complete support documentation to capture trade details including trade amendments and revisions and support of virtual end of day processing in order to provide up-to-date exposure information for global trading desks.
• Reported out on health of Portfolio Management System and IS team performance against established service level agreements at monthly upper management reviews.
• Managed full implementation of PeopleSoft Financials 7. dis initiative helped streamlined the business processes and driven costs down.

Environment: MS Visio, MS PowerPoint, MS Excel, MS Word, Project Management, Charles River, Eagle, Portia, Confluence, JIRA, TFS and MTM, PeopleSoft

Sr. Business architect

Confidential

Responsibilities:

• Implemented Enterprise framework to map business capabilities, functions and processes
• Identified business heat areas, developed and introduced heat maps to help paint picture wif recommendations for required future IT enhancements and projected roadmaps.
• Introduced training for portfolio managers and traders to help understand compliance rules, including how to evaluate exposures due to pending or unsettled trades from other global trading desks.
• Involved in the implementation of derivatives trading system to support interest rate swaps, credit default swaps, currency swaps and options and their processing into Portfolio Accounting Platform.
• Documented process flow control, automation, and monitoring of the trade accounting and interfacing real-time trade imports and maintaining Auto-post process to provide trade date accounting infrastructure.
• Gathered business requirements, developed functional and technical specifications for migration rules to post daily transactions and holdings from investment trading system into PeopleSoft General Ledger.
• Developed use cases/diagrams, conceptual model, behavior diagrams (sequence, collaboration, state chart, activity), using Rational suite.
• Created procedural diagrams for data conversion, translation and reconciliation process from Portia ledger system to PeopleSoft General Ledger.
• Assisted wif the implementation of SWIFT Messaging and processing of custodian trade confirmation over Swift Network.
• Provide overall management and support for concurrent projects across multiple products.
• Introduced SDLC COE and developed training framework for IT developers, QA/BA and Scrum-Masters to ensure projects to be executed successfully.
• Introduced Cost-benefit models necessary to support Business Cases, including bottom - up forecasts for acquisition, investments or other strategic initiatives.
• Extensively involved in coming up wif test specifications, documenting test plans, test scripts and build acceptance suites for integration and platform application testing.

Environment: MS Visio, MS PowerPoint, MS Excel, MS Word, Project Management, Charles River, Eagle, Portia, Confluence, JIRA, TFS and MTM, PeopleSoft

Sr. IT Business analyst

Confidential

Responsibilities:

• Served as SAP FI/CO program lead, provided oversight wif the business process re-engineering, customization, implementation, configuration and Integration of SAP platform.
• Formed a Business Analysis COE, hired, trained, and managed Business Analyst staff in the delivery of over 50 projects during a 2 years’ period.
• Developed an aggressive multi-year integrated program roadmap and release plan to iteratively deliver integrated portfolio projects on a 2-months cycle.
• Added transparency to IT operations by developing strong business partnerships and formalizing the lines of communication.
• Introduced daily IDC pricing interface to update daily pricing, updating corporate actions and other interfaces to provide SMF level data from Bloomberg.
• Provided project leadership for completing large capability project that yielded substantive business value while maintaining tight fiscal control from inception to delivery by using RUP methodology.
• Identified, obtained agreement wif stakeholders and monitored progress results on goals, success measures and business case for the project and capability.
• Negotiated to resolve problems and conflicts wif outputs and process related to project delivery.
• Prepared analysis model, and design model; successfully developed test cases and test plans.
• Participated in gathering user requirements, developing functional specs and technical specifications.
• Developed use cases/diagrams, conceptual model, behavior diagrams for transportation and billing software.
• Performed database testing joining multiple tables and queries using SQL.
• Assisted in migration process of database from Microsoft access to PLSQL.
• Gather user requirements and directed developers for practical deliverables.
• Analyzed Accounts Payable, Accounts Receivable, Journal Entries, Bank Reconciliation and General Ledger.
• Evaluated efficiency and cost variance analysis by gathering information for pricing, production, and product sourcing decisions.
• Examined behavior pattern in relation to changes in the level of cost drivers.
• Evaluated performance measures and compensation plans for accountants.
• Designed profitability, customer-satisfaction, efficiency-quality-time and innovation measures for higher management, such as ROI, Residual Income, EVA and ROS.
• Transformed and implemented batch processing of records from data entry system to financial software.
• Analyzed business functions, provided client server application solutions to enhance performance.
• Defined business forms and crystal reports to view financial for accountants including dashboard reporting for senior management.

Environment: MySQL, UNIX, MS Access, MS PowerPoint, MS Excel RUP, Rational Suite, System Analysis, Testing Strategies, WinRunner, Crystal Reports