PREETI P MAHESH

Phone: 571-***-**** Email: acr9b7@r.postjobfree.com

Seasoned professional with 12+ years of experience in business and IT as Project Manager/ Business Analyst Lead, specializing in planning, development of cost-effective and manageable solutions for companies seeking to implement complex business systems and processes. Demonstrated skills in project planning, project coordination, process re-engineering, change management, analyzing complex business and system requirements, data analysis and quality assurance.

Expertise working with different levels of organization with proven experience in project management, client interaction, and relationship building. Possess good analytical and problem solving skills with strong management, leadership, presentation and interpersonal skills. Passionate about quality and process improvement. Proven track record in successful completion of application development, client implementation, maintenance, and support projects for financial clients like BNP Paribas, Citibank, Fannie Mae, Wellington Management, KeyBank Capital Markets & Trianz.

Areas of Expertise

Project management experience in handling all phases of project life cycle:

oProject discovery and planning, Team Management, Budgeting, Cost benefit analysis, Feasibility analysis, Impact analysis.

oTracking progress against timelines, milestones and budget. Status reporting, Change Control Management and managing project audits.

oManaging multi-team projects including external vendor groups.

oRisk Management, escalation and mitigation through constant reviews and contingency plans.

Strong background in business and system analysis, requirements elicitation, data analysis, data mapping, data validation, data migration, and client implementation along with excellent writing skills for creating business oriented documents.

Experience in Business Intelligence and Analytics with exposure to BI tool like Tableau.

Excellent communication and presentations skills with ability in conducting workshops with clients, stakeholders, and external vendors.

Good functional knowledge in Payments and Cash, Stocks, Bonds, Credit Derivatives, Futures, Forwards, Options, Mortgage Backed Securities, FX and Money Market Securities.

In-depth technical knowledge with good experience in SQL.

Core Skills and Technologies

Tools: Project Management tools (MS Project, Clarity), UI design tools (MS Access, Visual Basic), Data modeling tools (Rational Requisite Pro, MS Visio), CM tools (Rational Clear Case, Clear View, VSS), Data Access Tools (TOAD, SQL Developer), Issue tracking tools (JIRA, Test Director, Quality Center, Team Track, Rational Clear Quest, QTP),

Methodologies: SDLC, Agile, Waterfall, RUP, XP, SCRUM

Databases: Oracle, Sybase, MS SQL Server, MS Access

Web Technologies: Tableau, HTML, XML, FpML, JavaScript

Professional Experience

BNP Paribas, Jersey City Mar 14 – Present

Project Manager, Business Analyst Lead

Business Intelligence and Data Analytics with Tableau (AGILE IT/DATA AND ANALYTICS)

Business Intelligence and Data Analytics Reporting team’s primary focus is to create and implement analytical reports, user interactive tableau dashboards allowing users to apply metrics and filters to advanced chart types and visualizations, and create adhoc reports for front office, middle office, accounting and regional Product teams. Reports/tableau dashboards built highlight the value of analytics in executive decision making and reduced the overhead of manual reporting as these were replaced by tableau reports and dashboards that were setup for automated updates with access to live data. These reports/dashboards allowed users perform year over year, quarter over quarter, YTD, QTD and MTD type of analysis.

Responsible for interacting with business stake holders, managing projects, project status and delivery.

Worked and facilitated requirements elicitation process, documentation of BRD and FRD, and preparing user stories to create compelling dashboards to deliver actionable insights.

Assisted and provided guidance in creation of advanced visualizations and complex calculations to manipulate the underlying data. Act as a point of contact in Data Interoperability, BI and Analytics and issue resolution.

Worked on reports/dashboards like Risk Analytics dashboards, overall Payments Activity Monitoring dashboards, Client Profile Monitoring dashboards to highlight any unexpected activity, Product Pricing, Revenue Analytics, Pricing Simulation to analyse impact on revenue, Accounting and Billing Analytics, Client Re-certification, SWIFT Analytics, SWIFT’s Cost Allocation to internal groups. Z-score Analytics dashboards to measure deviations from threshold, Cash Operations KPI dashboards, Performance Dashboards, Drilldowns, Search Engines,etc.

Managed, met analytical and reporting requirements in various functional areas like Payments and Cash including ACH, EFT's, Checks, SWIFT Messaging. Loans and Trade, Supply Chain, Lockbox and Controlled Disbursements, Payables and Receivables, Sales and Marketing, E-banking.

Extensively managed and worked on various Product dashboards to help GTB Product Team analyse the evolution of each product and its clientele. In addition, worked on other MIS dashboards for PMO's like Cost and Resource Allocation by departments within ITO-CB.

Laised and worked with compliance groups, federal auditors and other internal groups to meet compliance and regulatory reporting needs.

Analyzed data interoperability across various tableau reports/dashboards to create centralized and published data sources for better data integrity and performance.

Conducted presentations to walk business users through reports/dashboards and tracked enhancements or changes through its completion. Conducted training and working sessions on tableau with other functional groups.

Assisted the team in validating reports and dashboards before they were released to business users for testing.

Reviewed run books to document report/dashboard refresh pre-requisites and refresh processes.

Managed the intake process for adhoc report requests from business groups. Reponsible for creating and generating adhoc reports by querying SQL databases for user analysis, auditing and decision making purposes.

CitiBank, Jersey City Sept 11 – Mar 14 Project Lead, Senior Business Analyst

CitiConnect for Files (Citi File eXchange)

CitiConnect for Files is a Connectivity application which enables clients to send their transactions from their internal ERP or treasury applications via files to Citi. CitiConnect supports many connectivity options (like Connect Direct, IBM MQ, AS2, SWIFT FileAct via Citi/ISSAC, HTTPS, FTP, FTPS and SFTP) and also supports many security methods like TD-Compress, PGP, Entrust, Safex and Identrust for clients to choose from. CitiConnect offers 'Pass-through' and 'Full Service' types of File processing. Pass-through service involves Connectivity, Security and Routing of files to various internal applications. CitiConnect provides connectivity to more than 100 different internal Citi applications via this pass-through service. Full Service involves translation services in addition to Connectivity and Security. Full service also provides response file generation in appropriate file format that are needed by clients to reconcile payment status on their system. CitiConnect supports more than 20 industry standard formats like ISO XML, CP2E, SAP IDOC, ANSI, EDI etc to perform translations. Full Service has a Global Payment footprint in more than 100 countries. Citi has engaged a Vendor – GXS (Managed Service Provider) to provide Connectivity, Security and Translation services for the CitiConnect application

Interfaced with Regional Product Teams (EMEA, APAC, NA, and LATAM) to gather business requirements, translating business needs into technical specifications, and communicating technical challenges to the regional product teams to negotiate alternate solutions when needed.

Conducted walkthroughs/demos to Client Delivery and Implementation Readiness Teams to train users on new functionality.

As an SME, assisted regional Implementation Teams on clients and related setups required for client implementation. In addition, extended support to trouble shoot setup issues.

Analyzed functionality supported by GXS (Connectivity, Security and Translation) for Pass-Through and Full Service Payment File Processing types, and translated those into requirements and helped build same functionality in-house to mitigate vendor risk by reducing the reliance on GXS.

Re-enforced Map Governance Process within CitiConnect as part of migrating translations in-house.

Assisted in Client and data migration from GXS to Citi for data translation from various standard, custom and clone formats to Citi standard format (BPDTD).

Lead and co-ordinated various program level initiatives involving changes in multiple applications.

Worked closely with internal business stakeholders, Certificate Management System, SWIFT to elicit and document business requirements for multi-signature SWIFT 3SKey. Identified end to end workflows for user and certificate validation levels across internal applications.

Involved in application re-designing and re-factoring project that involved impulse co-ordination with business users, GAP analysis, data mapping, UI re-designing, data integration with various internal and external applications.

Ensured compliance with PMO, Programme and Project standards as needed. Involved in PMO audits and PMO initiatives for improving processes across organization.

Created Post Implementation Survey to capture project results from a client perspective.

Payment Exchange (PMTX)

Citi Payment Exchange is a product that delivers multi-payer, multi-channel paper to electronic conversion platform, providing Citi access to new payment flows as flows move from paper to electronic payments mainly focusing on ACH, Checks and Virtual Card payments. Product goal includes: increased Client retention rate that will have higher switching costs, value added services will be able to command a premium over the basic payments capabilities. This leads Citi to regain pricing power which, in the recent past, has declined industry-wide, due to commoditization of the core payments products. The product required CitiConnect to provide connectivity and translation services to enable straight through processing of client files.

Liaised with Payment Exchange Product Team to understand ACH, Checks/EDI and Virtual Card Payment flows.

Being CitiConnect application SME, interfaced with ACH, Checks and Virtual Card processing applications and external vendors - IBTechnology and VendorIn to analyze existing systems and communicate system requirements.

As CitiConnect Project Lead and Business Analyst, involved in project planning, requirement analysis, performing configuration setups, system validation. Involved in setting up new file routing methodologies and validated those.

Report on project status, keeping all stakeholders apprised of status, issues, and scope changes

Lead and co-ordinated project activities with Master Card, IBTechnology, ACH and Checks applications to setup new connectivity channels for file routing.

Involved in performing and co-ordinating Production implementation tasks across applications. Mentored UAT Team and provided SME support.

Fannie Mae, Virginia Oct 09 – Sept 11

Lead Business & Quality Analyst

Liabilities and Liquidity Investment Portfolio Reporting(LLRI)

LLRI is a financial reporting system that mainly focuses on budget and cash flow forecast reporting for Front Office, Middle Office and Accounting. The objective is to establish long-term and flexible accounting and financial management platform. LLRI supports account reporting requirements for Debts, Derivatives, Futures, Asset Backed Securities, Money Market Funds and Other Investment Portfolio Products from different data sources. LLRI consumes data from different applications within FNMA. Key goals of the application includes ability to: Build long-term automated and integrated accounting platforms and retire end-user-computing systems (EUCs); Increase timeliness, Data quality and reliability of financial and management reporting; Production of appropriate accounting entries for consumption by downstream systems/owners including sub-ledger, reconciliation and reporting.

Involved in impact analysis, diagnose root cause of problems, driving team towards designing, and testing the application using appropriate release management process.

Interfaced with multiple Product Teams within FNMA to understand reports that needs to be generated and coordinated same with team to document report specifications.

Interacted with various technical teams to analyze Derived Computation Module, existing reports and perform usability re-engineering.

Validated management reports, Cash flow reports, Cash Expectations Reports, and P & L budget reports, reconciliation reports and various other financial reports for Front Office, Middle Office and Accounting.

Communicated data requirements with upstream applications – Transaction Model, Summit, and Financial Data Warehouse and provided necessary interface files to downstream consumers.

Reviewed and managed testing team in creating, executing test cases, test scripts for verifying the accurate functioning of the system under different permutations and combinations of scenarios

Involved in Planning, Analysis, and Testing phases. Prepared Project Plans, Test Plans, Traceability Matrix for System Test and UAT. Reviewed Test Matrix, Test Execution Reports, Test cases, and Test scripts.

Reviewed release notes and Production config files to ensure enhancements specific to release were included.

Performed pre-migration, and post migration health checks as part of smoke and sniff test in System Test and UAT. Assisted the automation team in automating the Regression Suite.

Wellington Management, Boston Dec 07 – Aug 09

Senior Business Analyst

Calypso CSM Bridge (CCB)

CCB is an interface between Calypso and Company Security Master (CSM). CSM is a central/base application which maintains reference data of Securities, Issuers, Issuer Families, Curves, Quality Ratings etc. which is used by several internal applications of WMC - Accounting, reporting, trading, pricing etc are dependent on data from CSM. Securities are created in CSM using the data received from vendors (Bloomberg, S&P, Moody’s, and FTSE) and upstream systems Calypso (for Swaps) and GPS (for Currency forwards data) and the same is propagated to downstream users/system.

Calypso is a third party product used by WMC to trade OTC derivatives. Calypso provides support for all vanilla products in all asset classes. It supports interest rate and credit derivatives, FX options and some equity derivatives. From a compliance perspective, any securities traded within WMC have to be present in the security master, and as such, all derivatives that are traded through Calypso are setup in CSM either manually or by automated process using FpML messaging.

Elaborated vision document into detailed functional requirements. Conducted walk-through sessions with product development team, business stakeholders and QA team and obtained sign-offs.

Interfaced with IDDS (Investment Derivatives Data System) group to elicitate and document business requirements for implementing a systematic solution for a Trader to be able to execute a Futures Look-alike (FLA) order according to market conventions.

Analyzed how an FLA OTC contract setup on Calypso will be modeled as distinct Master/Asset leg and Offset leg swaps on CSM.

Followed GUI standards to prepare UI prototypes and assisted Calypso team to design screen interfaces in Calypso to allow setup of distinct OTC FLAs.

Worked extensively with IDDS team to elicit and document IDS Portal enhancements. Assisted IDDS group by managing securities, issuers, code data, curve data, factors, security linking and reference data related to securities.

Manually set up securities – FLA, Cross Currency (XCCY), on CSM based on trade’s setup on Calypso for non-automated instruments.

Analyzed reference data flowing from Calypso to CSM to establish CCB bridge mappings by providing X-Path and corresponding database column for various fields and documented data mappings to implement automation of FLA and XCCY instruments over the CCB.

Performed in data analysis, data mapping and data validation of reference data related to various financial securities. Involved with Calypso team in designing FpML/XML schema (XSD) for various financial product types.

Analyzed and documented pre and post-deployment data changes for FLA and XCCY, communicated changes to downstream systems to perform impact analysis.

TRIANZ, India/KeyBank Capital Markets, OH Sept 03 – Oct 07

Business System Analyst, Programmer Analyst

Bond and Equity Trading System (BETS)

BETS is a web-based trading system to manage and trade Equities, Bonds. The system also enables to trade asset-backed securities and money market securities. The system allows Portfolio Managers to setup securities, and provides a customizable Trading Blotter for creating, allocating and executing orders to manage investment portfolios. It also supports different trading environments and workflows to create and execute fixed income orders. It provides compliance monitoring tools, reporting, and modeling. It also supports interfaces to accounting system and electronic trade execution system.

Prepared detailed analysis and developed business work flow model for trading and portfolio management system.

Worked with business users, portfolio managers to understand cash flow process, how different types of securities are traded and entire trade workflow.

Performed GAP Analysis of existing system and evaluated benefits of new system.

Worked with the technical team to define UI design guidelines, and performed usability engineering to finalize GUI for trade blotter.

Analyzed multiple systems to validate reports - FI Cash Projection Report, Order History Report, Compliance Summary Report.

Established project deliverable deadlines, monitored the progress, resolved functional issues, and updated the Project plan and Issue log.

Extensively executed SQL queries to perform data analysis and generating reports for management.

VERISIGN Security Services (VSS)

VSS standardized their business processes around Sales Leads and Opportunity management by implementing ‘Oracle Sales Online’ to integrate with their already installed E-business suite of Oracle Applications. Oracle Sales Online provides a comprehensive set of tools that enables VERISIGN sales team to manage Leads and Opportunities effectively. The system allows sales representatives to create leads manually, update leads, convert leads to opportunities, and generate reports.

Assisted in creating Solutions Specification Document. Used UML based methods to develop Use-Case diagrams, Activity diagrams, Class and Sequence diagrams.

Assisted business team in analyzing fields to be validated in the consolidated and customized pages in the legacy Oracle Sales Online Application to manage Leads and Opportunities efficiently on minimal number of pages.

Involved in application development and testing. Worked in Production Support team in providing training and support to the users.

Education

Bachelor of Engineering in Computer Science from Visvesvaraya Technological University, Bangalore, India

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