SUMMARY

• Over 7 years of Project Management experience and over 10 years of Business Analysis experience in the Asset Management/Financial/Investment Management/Tax Industry.
• Global Project Manager responsible for the Johnson & Johnson rollout across 40 worldwide locations including Germany, Ireland, Singapore, Switzerland, Columbia and Dubai.
• Responsible for the Comcast and Bain Capital implementation across several locations in the US.
• Working simultaneously on about 10 - 15 implementations for different clients in different time zones.
• Working with the Confidential Tax Firm Leadership Team to understand goals, objectives and initiatives for each fiscal year.
• Leading Sprint planning meetings and leading SCRUM calls to track progress and status of each feature for each Sprint Plan.
• Managing multiple work streams and project teams and managing the deployment schedule, testing schedule and release dates to ensure timely delivery
• Involved in planning, scoping, estimation, analysis, design, testing, support and documentation of several projects in various financial industries.
• Experience in full Software Development Life Cycle (RUP, Waterfall, Agile, SCRUM & other SDLC implementation).
• Working with clients directly to understand their requirements and define scope as well as identify scope creep and how scope it would affect pricing, timing and resource allocation.
• Extensive experience in Data Management, Change Management and Release Management.
• Extensive experience working with SSO (Single Sign-On), Active Directory Sync, JIRA and Azure Cloud.
• Experience in interacting with business users to identify information needs and initiating process changes, gathering requirements and writing Use Cases, Use Case diagrams, Sequence diagrams, Activity Diagram and Process Flow diagrams using MS Visio
• Documenting Project Plans, Business Requirements Document (BRD), Functional Requirement Document (FRS) and Software Requirement Specification (SRS)
• Experience in writing and reviewing Test Procedures, defining Test cases, reviewing and maintaining Test scripts, analyzing bugs, interacting with team members in fixing errors and User Acceptance Testing (UAT).
• Extensive in-depth experience working on various financial products including Tax Allocations and Tax Compliance in a Partnership Tax environment.
• Extensive experience working with Blackstone in the Asset Management/Investment Management, Hedge Fund, Private Equity and Real Estate Tax industry.
• Managing the creation and execution of the Business Continuity Plan (BCP) and Fail-Over Testing for various critical applications.
• Mentoring and counseling team members and reviewing their work and providing feedback.
• Experience working with both onshore and offshore cross-functional teams in locations like New York, Chicago, Los Angeles, Detroit and India.
• Over 13 years of experience in troubleshooting bugs, smoke testing and regression testing.

PROFESSIONAL EXPERIENCE

Confidential, New York, NY

Sr. Global Project Manager

Responsibilities:

• Global Project Manager responsible for the rollout and implementation of the software and hardware across different locations around the world.
• Global Project Manager responsible for the Johnson & Johnson rollout across 40 worldwide locations including Germany, Ireland, Singapore, Switzerland, Columbia and Dubai.
• Global Project Manager responsible for the Comcast implementation across several locations in the US.
• Working on about 10-15 implementations simultaneously for different clients in different time zones.
• Having daily status calls with the client and the internal implementation team to ensure that the project stays on track and that all the deadlines for the deliverables are met.
• Working with client team to define scope, timing and resources.
• Extensive experience working with SSO (Single Sign-On), Active Directory Sync, JIRA and Azure Cloud.
• Creating a detailed project plan for each implementation including the deployment and testing timeline
• Working closely with the Sales Team to fully understand the scope of each implementation.
• Working closely with the client and helping them understand the tasks and the timelines involved to ensure a smooth implementation.
• Working with the technical team to review issues/bugs and the proposed solution.
• Tracking issues and feature requests and suggesting workarounds to get timely signoff in UAT and Production
• Mentoring and guiding the other Condeco Project Managers in the New York Office.

Confidential, New York, NY

Project Manager

Responsibilities:

• Project Manager responsible for the rollout and the continuation of the SDLC of the application using SCRUM and Agile methodologies.
• Lead Business Analyst responsible for managing and mentoring a team of 3 other Business Analysts.
• Working with engagement leadership team to define scope, timing and resources.
• Running meetings to define scope for each Sprint and helping the team understand the severity and priority of each new requirement/feature.
• Leading daily SCRUM calls with our onshore and offshore teams to go over progress of development and to discuss all the open issues and the resolution and prioritization of each issue.
• Creating Sprint Plans and Work Plans and working with the Development and Testing teams to ensure the delivery of each Sprint to Production.
• Creating the features estimates document, the resource allocation plan and the deployment and testing timeline.
• Setting up the QA environment for client testing and doing a demo for the client on the final finished product.
• Extensive experience in Change Management and Release Management.
• Extensive Experience with ETL tools and Data Management.
• Identifying risks to delivery and quality by evaluating and analyzing all the change requests made by the client.
• Doing the impact analysis on each requirement and bug fix to ensure that it doesn’t negatively impact existing functionality.
• Setting up Requirements Gathering Sessions with the SMEs and the Client and following up for any requirement gaps or scenarios that the client may have not thought of.
• Working with several different clients concurrently and ensuring that the requirements being worked on address the fact pattern of each of those clients.
• Using Domain Knowledge of the iPACS system to understand new client requirements and performing a Gap Analysis on the requirements for multiple clients
• Extensive Experience in Trial Balance, M Adjustments, Data Reconciliation, Tranche Accounting, Capital Accounts, Tax Allocations and Dynamic Reporting.
• Designing and Testing a Tax application in the Hedge Fund, Private Equity, Real Estate Fund and Entity Structure
• Experience working with complex Tax calculations in the Asset Management and Invest Management Partnership structure.
• Creating mathematical examples to show Tax Logic used in Transfers, M Adjustments, Special Allocations, Side Pocket and other complex Taxable Income calculations
• Creating Data Flow Diagrams (DFD) to show flow of data across the model and what input and outputs are for each Business Unit
• Walking the Developers through each of the Requirements documented and answering their follow up questions.
• Mocking up wireframes using MS Visio and documenting validations for the User Interface screens.
• Designing the layout of the GUI for the new features keeping in mind consistency and ease of use
• Mocking up Reports to show Allocation Logic with examples of multiple scenarios and fact patterns.
• Creating standards for Import and Report Templates formatting.
• Experience with SQL and T-SQL.
• Using my knowledge of the application to analyze and troubleshoot open issues to identify the cause of the issue as either a system bug or a user error.
• Writing test cases and training the Local Team on how to execute the test cases
• Regression testing, smoke testing and performance testing the system and identifying and reporting bugs.in the UAT and QA environment.
• Communicating constantly with the developers and team regarding progress, bug fixes, build schedules and requirements walkthroughs
• Doing requirements for a 3rd party vendor Actuate Data Modeling tool that interacts with iPACS for Dynamic Reporting purposes.
• Involved in implementing and testing Single Sign On (SSO) for the application.
• Coordinating with SLTC and the Confidential Technology team for .Net builds and code deployments as well for monthly server maintenance.
• Managing the creation and execution of the Business Continuity Plan (BCP) and Fail-Over Testing for the application.
• Managing a large team of developers and testers and providing them feedback and educating them on ways to improve.
• Training team members in the New York, Chicago, Detroit, Los Angeles and India offices on how to use the application as well as training them on existing processes.
• Working in a high-pressure client-critical fast-paced environment when providing Production Support during Tax busy season.

Confidential, NY

Business Analyst

Responsibilities:

• Organizing, Facilitating and Conducting Joint Application Development (JAD) sessions to elicit, specify and gain consensus on Business Requirements.
• Developing a framework of guidelines, process documents and templates for offshore project execution.
• Working on Requirements Gathering and Analysis, understanding functional needs and creating Systems Requirement Document.
• Developing Use Cases, Use Case Diagrams, Sequence Diagrams, Activity Diagrams, and other UML artifacts.
• Involved in Gap Analysis between the current system and the proposed system.

Confidential, Utah

Business Analyst

Responsibilities:

• Gathering and documenting business, functional and technical requirements in the form of detailed business processes from CitySMEsthrough surveys, open house meetings, direct interviews and JAD sessions.
• Analyzing and prioritizing business requirements as system requirements that must be included while developing the software.
• Developing Use case diagrams, Process flow diagrams, and Sequence diagrams based on the business and technical requirements using MS Visio.
• Performing User Acceptance Testing and working with the Developers and the QA Team to ensure smooth delivery of the application.
• Assisting the Project Manager in developing a detailed project plan using MS Project.

Confidential, New York, NY

Business Analyst

Responsibilities:

• Working with project team to define scope, timing and resources for the project
• Performing Requirement Analysis by gathering both functional and nonfunctional requirements based on interactions with the process owners & stake holders and conducted document analysis.
• Creating Business Requirement Document, Functional Specifications Document and involved extensively in use case analysis using the UML tool MS-Visio.
• Facilitating demo workshops to AXA Business Managers, Business Users and demonstrating the entire functionality of the product.
• Creating and facilitating the walkthrough sessions on the screen mock-ups of the proposed product with Business Managers and Business Owners.