SUMMARY

• Over 10 years of experience in project management (program management, change management, compliance, vendor management and business approach for medium to large projects.
• Project Management (change management, delivery management, business case, budget, feasibility, charter, status tracking, risk mitigation) for technology projects.
• Experienced project manager leading all phases of diverse technology projects.
• Project management for multimillion - dollar projects aligning business goals to drive process improvements, competitive advantage and bottom-line gains.
• Excellent communicator; leverage technical, business and financial acumen to communicate effectively with client executives and their respective teams.
• Experience in managing project teams and known for high-quality deliverables those meet or exceed timeline and budgetary targets.
• Completed MBA from Schulich School of Business with knowledge of project and program management.
• Project Management and Business Analysis experience using SDLC, PMLC and Microsoft Office (Excel, Access, Project, Visio etc.) tools.

PROFESSIONAL EXPERIENCE

Confidential, Boston

Sr. Project Manager

Responsibilities:

• Work with key stakeholders to plan for changes to roles & responsibilities, impacted processes and organizational changes.
• Responsible for Change log (including change requests), presentation submission for change request approval.
• Prepare changes identified in the project plan and support project activities, weekly status and go/no-go meetings.
• Capital and Risk Transformation (CCAR, RWA, VaR) for regulatory guidelines by feds ($200 M) with Project Lead.
• CCAR Reporting: RWA, PPNR, Risk Model output for FR-Y 14 A Q M reporting and Y 9C.
• Model Risk Management and Model Development project streams (tracking, reports, risk mitigation, status etc.)
• Track progress of activities and assignments on project plan, RAID log, compliance and execute corrective actions.
• Project Tracking (time, scope and other updates) and overlaps and dependencies with other projects (CCAR, ELS, IHC etc.).
• Update for Plans (MS Project Server) and Change log for status for matters requiring attention and internal audit deliverables.
• Review and re-baselining of scope, time and cost associated with risk deliverables (operational, business, IT risk etc.).
• Periodic tracking for timeline, project and change controls for change and delivery management.

Confidential, Boston

Sr. Project Manager

Responsibilities:

• Knowledge of business mandates and vision of delivery management for program level projects.
• Project charter, estimates, tracking, timeline, vendor management (Openlink) etc. for 12 Million Derivatives program.
• Assessment, Business case (estimates, tracking, timeline etc.) for Bloomberg (Vendor management) Valuations and Heading.
• Reporting to the business and executive sponsor, PMP office and coordination with other stakeholders (business, vendor etc.)
• Managing stakeholders across different teams and locations both inside and outside John Hancock.
• Business case, funding, feasibility, charter, framework, traceability matrix, testing and implementation strategy.
• Review and re-baselining of scope, time and cost associated with risk deliverables (operational, business, IT risk etc.)
• Periodic tracking for timeline, project and change controls, PMLC, scope, audit, resource and delivery management.
• Testing and deployment strategy (Plan, cases, scripts and results) to test and deploy the business solutions for business.
• Periodic tracking for timeline, project and change controls for change and delivery management.

Confidential, Boston

Project Manager

Responsibilities:

• Project Management (business case, estimates, tracking, timeline etc.) for 5 Million Global Alternative Investments project.
• Business case (estimates, tracking, timeline etc.) for 5 Million for GAI team Fund Administrator replacement project.
• Reporting to the project sponsor, PMO office and coordinating with other stakeholders (business, legal, technology etc.
• Salesforce CRM for wealth management client integrated with fund administrator solution from SEI.
• Managing stakeholders across different teams and locations both inside and outside (Salesforce, SEI, SS&C) Confidential .
• Business case, funding, feasibility, charter, framework, traceability matrix, testing strategy, project plan etc. for the project.
• Tracking updates for effort, scope and budget estimates for funding and resources quarterly to the steering committee.
• Periodic tracking for timeline, project and change controls, PMLC, scope, audit, resource and delivery management.
• Test Strategy (Plan, cases, test and results) to deploy the business solutions from (Vendor management) SEI and Salesforce.
• Responsible for Change (issue) log (including change requests) and presentation for change request approval.

Confidential

Project Manager

Responsibilities:

• Project Management (change management, business case, estimates, tracking etc.) for 5 M regulatory risk IBM project.
• Regulatory Margin Reporting (RMR, RWA, VaR) (Dodd-Frank Volcker rule) for capital markets (including 3rd party vendor).
• Project Management (business case, funding, feasibility, charter, framework, timeline etc.) for ECA and CCR UFI projects.
• Managing a program of 60 sub-projects for 2014 for credit, market and liquidity risk across all sources for all instruments.
• Planned a program of over 30 sub-projects for 2015 for credit, market and liquidity risk across all sources for all instruments.
• Performance review of Business Analysts for evaluation, feedback and appraisal for projects related tasks on quarterly basis.
• Tracking updates for effort, scope and budget estimates for funding and resources quarterly to the steering committee.
• Completion and delivery of phase I and continuation of Phase II (over 1 Million) of UFI project to risk management.
• Periodic tracking for timeline, project and change controls, PMLC, scope, audit, resource and delivery management.
• Presented business case to the steering committee (SVPs, Directors etc.) for funding, direction, effort and timeline estimates.
• Managed a program of over 60 sub projects (small, medium and large) with high, medium and low priorities.
• Execution of Project Governance (working groups, steering committee, change board, etc) and stakeholder management
• Effort analysis, preparing job description and interviewing (BA, QA etc.), budget allocation and fund monitoring.
• Working on UNIX based platforms with Microsoft tools (MS Project, Visio) for data flow, project plan and schedule.
• Value at Risk recon for Risk Watch (price engine) and trading systems (Murex, Broadridge, Wall Street Systems etc.).

Confidential

Project Manager

Responsibilities:

• Project Management of over 7 small and medium healthcare projects including new upgrades and enhancements.
• Liability driven investment (LDI, RWA, VaR) risk system (market, counterparty, credit etc.) with pension fund.
• Working with trade desks - Equities, Short Team cash and FX, Repo, Bond, CDS/IRS, Options, Futures.
• Interacted actively with investment managers and trading desk to manage business requirements.
• Supporting teams of portfolio managers, trader desks, security operations, treasury operations, collateral management.
• Knowledge of asset management and securities - Equity, bonds (Fixed Income), mortgage-back, options, futures, REPOs etc.
• Exposure to liability driven investment, risk measurement (market, counterparty, credit, liquidity etc.) with a pension fund.
• CDS and IRS (Swaps) initial margin analysis for clearing houses and members, Dodd-Frank CDS Trade Recon STP project.
• Refining Securities Lending Deal Package for Term Stock Loan Trades maturity post and data modeling in SQL for REPO.
• Thomson Baseline replacement for Credit Suisse - HOLT, TCA for public equities trades, Instinet New Port for Equity.
• Front Office support for Bloomberg POMS/AIM, Eagle Pace and Sim corp Dimension for strategies and positions.
• Equities Research for S&P 500 equities market data for daily market forecast for E-mini Futures Personal Trading.
• Analyze and evaluate equities market data for public equities portfolio analysis for using Standard and Poor Capital IQ.

Confidential

Project Manager, IT Project Management

Responsibilities:

• Project management for the FX (spot, forward and options) trading systems (Vendor Management - Sungard Sierra).
• Business analysis for front (traders), middle (risk) and back office (settlement) for the installation of FX trading system.
• Working with middle office (risk monitoring and margin call) and research for FX currency delivery and trading.
• Understanding of margin regulatory framework including REG-T, FINRA 4210 and Portfolio Margin
• Discussions with FX Traders, Prop Traders and Algorithmic trading group for installation of the FX trading system.
• Knowledge of Confidential FX (FX - Forward, Forward, Spot etc.) and Confidential Pro (Equity and Options) for trading.
• Vendor research, meetings, presentations and assessment for FX Trading systems for Confidential Inc.
• Stakeholders’ analysis and meetings with teams at Confidential Inc., Deutsche Bank, RBC and Sungard for trading system.
• Documentation, analysis, installation with front office traders (FX, Equity and Bond), Sales and Risk teams.
• Excel macro coding for monthly PnL report for retails client for FX as per IIROC privacy policy requirements.
• Cash Wires and Asset Transfer Platform and margin checks and regulatory inventory check workflows.

Confidential

Business Analyst

Responsibilities:

• Fair Value and Derivative assessments (reporting) for Derivative (Interest rate derivatives, Forward rate agreements etc.)
• Automation of Excel Reports using Macro Coding for fair value assessments and derivative reporting, RWA, VaR.
• Signing of AML (Anti-Money Laundering) form periodically for reporting checks and purposes.
• Sales and trading monthly consolidation of Swaps, IR Written/Purchased, Options etc. mapping of DFRR and Infinity.
• Reporting, analyzing and investigating derivatives (forward, options, equity, commodities, credit etc.) on a regular basis.
• Knowledge sharing of front/middle office banking operations groups and financial accounting reporting teams.
• Evaluating risk rating, credit risk exposure by portfolio (note 7, note 29 and FAS 157) of the financial statements.
• Adjusting trading values in Excel for Basel I and Basel II regulatory margin reporting adjustments and written/purchase and IR/Swap options.

Confidential

Business Analyst

Responsibilities:

• Business analysis including stakeholder analysis, documentation and interfacing with finance and technology teams.
• Provided business and financial modeling using Excel (Macros), SQL, VBA query running for business continuity planning.
• Completion of project documentation to facilitate knowledge transfer from project team to support different teams.
• Prepared allocation model for IT (xOS-iOS) engineering team responsible for maintaining data center migration standards.
• Performed Disaster Recovery/Project Management for Linux, AIX and non-Intel based Server OS, security and hardware.
• Used Microsoft Office (Excel, Studio) to assist managers with ITS financial responsibilities (Service Component Owners).
• Reviewed quarterly financial statements and update monthly spreadsheet/database entries in order to properly align charges.
• Completed report building and analysis using SDLC and PMLC process modeling.

Confidential

Business and Technology Consultant

Responsibilities:

• Business analysis including stakeholder analysis, documentation and interfacing with technology teams and clients.
• Update financial sales cycle of the business and inventory management for all new business in Toronto GTA.
• Reconciliation with monthly and quarterly revenue and prepare customized solution packages and proposals.

Confidential

Sr. Engineer

Responsibilities:

• Confidential Certified Associate for supporting regions for voice, data, wireless and video for AVAYA, LG and Polycom.
• Conducted business and market analysis (pricing) using SAP of the Northern Region clientele for business development.
• Gathered project requirements and documentation for SDLC, PMLC and report building and technical writing.
• Evaluated customer networks for performance, scalability, and security for performance improvement on SAP.
• Developed and maintained strong relationships with customer support, project management teams and clients.
• Promoted from Technical Consultant, National Technical Support after approximately 1 years of service.