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Project Manager

Location:
Youngstown, OH, 44514
Posted:
May 13, 2011

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Resume:

Bhakti Shah

**** ******** *****

Poland Ohio ****4

330-***-****

z5xt9s@r.postjobfree.com

BHAKTI SHAH

SUMMARY: Program Manager with over 22 years experience including 12 years in Program Management in Banking & Financial Services, e-governance, Insurance, (BFSI- Asset Management and Fund Accounting, Derivatives, Capital Market, Fixed Income). Expertise includes modern concepts of end-to-end project/program planning and implementation management. Experience includes successfully delivering a complex product in 6 months and handling 8 critical projects simultaneously. Experience includes developing five products (Fund accounting, Money Manager, Equity Back office, Derivatives Back office, Liquidity Management System/JP Morgan Chase). Customer satisfaction for all projects executed. Deliver the project in line with agreed scope, on time, within approved budget (agreed profitability). Experience involves managing content management project, define workflow including web publishing. Experience involves proven success in conceptualizing, assessment, estimation, scheduling, application & business architecture design, gap analysis & implementing solutions. Implemented 50 projects and managed teams of 150+. Conduct project reviews along with Team Leaders, Project managers / IT to ensure delivery of projects as per defined scope, within set project timelines and budgeted project costs. Conduct performance appraisal of project team members on program closure and communicate feedback to respective supervisors of participating stakeholders. Involved in reviewing Project Plan, Software Configuration Management Plan, High and Low Level Requirement Design documents (HLD, LLD), User acceptance test cases and UAT plan. Experience spans in executing and managing various projects in USA, Singapore, Amsterdam, East Caribbean Country, and in India.

• Planning project activities viz. scoping, estimation, tracking, change management, delivery management & post implementation support. Implementing project plans within preset budgets and deadlines. Monitoring offshore delivery management for technical deliverables of concurrent projects.

• Responsible for providing solution/technical architecture and design guidance. Troubleshooting technical problems on a need basis. Directing software development activities for business process mapping of the client and identifying core / critical system / processes and priorities.

• Overall responsible for Managing the program (effort, schedule, cost, delivery, functionality etc as specified by Solution architect). Direct and delegate responsibility to different project managers. Establish and maintain overall project plans inclusive of managing inter team dependencies and program's critical path. Establish Organization structure and interaction model with the customer. Conducting program reviews, working committee meeting.

TECHNICAL SKILLS:

OS Windows Family - Windows Server 2003 / 2000 / NT / XP

Database Oracle 9i /10G, MS SQL Server 2005/2007, MySQL

Web Server/Application Server IIS 6.0, Tomcat, Weblogic 7, Apache

Frameworks J2EE - Struts, .Net 1.0/2.0

Web Technologies/ Drupal 6.x, PHP

Content management Tools EMC Webtop 5.3,

Application Development / ASP.NET using VB.net, C#.net, Java, EJB, Powerbuilder 6.5/10, and Visual

Basic 6.0, SAP

Languages, Tools & Technology Visual Studio 2005/2008, Erwin 3.5, Visual Source Safe 6.0

Project Management Tools & MS Project 2007

Methodologies

Functional Domain Investment Management & Fund Accounting, Basel II –Pillar 2 for Credit

Risk, Market Risk and Operational Risk Mifid /Investment Firm,

Derivatives & Equities, Portfolio Management., Insurance, e-governance, Healthcare

PROFESSIONAL EXPERIENCEL:

(SBI-SG Global Securities Services Pvt. Ltd.) Jan 2010 – Dec 2010

Management Consultant

• Managed staff involving Fund Accounting for Mutual Fund and Insurance. Fund accounting product is a sophisticated Product for Investment Management and Accounting catering to the needs of Mutual Funds and Insurance Companies. Product supports all instruments namely Debt, Fixed income, Equity, derivatives and Money Market. The product has three main modules vi Front Office, Back Office, Fund Accounting Module. The front office handles various types of deal entry, limit monitoring, risk analysis, queries and authorizations. The back office takes care of the Corporate Action Processing, Valuations, MTM, settlements. The fund accounting module calculates the NAV, other expenses and management fees for a particular scheme.

• It facilitates Fund Management for multiple entities. The multi-entity feature maintains separate positions and also accrues benefits for each entity, separately. It also supports multiple portfolios for entities and the accounting module tracks and maintains entries portfolio-wise. All accounting entries that are passed at the End of Day Process in the Deals and Settlement Module are passed on to this module. This module has pre-defined vouchers with standard descriptions. Major modules handled were maker checker where an addition, update or deletion of every master record would be reviewed and audited by an authorizer.

Polaris as AVP (JP Morgan) Feb 2009 – Sep 2009

Program Manager-Liquidity Management

• Program Manager with respect to establishing and maintaining strong client relationships through regular close contact account management, finding new ways to build the client’s business, monitoring client budgets and overseeing projects and escalation issues.

• Intellect Liquidity Management is a sophisticated product for liquidity and investment services through comprehensive and innovative product offerings to bank’s corporate customer to increase optimization of money utilization for the corporate clients in Europe country. The objective is to leverage existing regional capabilities and customize as needed to the market requirements. It will enable an extension to achieve expansion and provide consistency and core product functionality.

• These products cater to the needs of corporate house funds optimum utilization. This product will help corporate usages and surplus fund complete overview of the fund across location. This product supports multi currency, multi location sweeping. The Interest gets calculated at the EOD, even with the back value dated transaction.

Future Knowledge Services Dy. General Manager March 2008 – Jan 2009

• Program Manager with respect to establishing and maintaining strong vendor relationships through regular close contact account management, finding new ways to build the new project/product implementation for business, monitoring budgets and overseeing projects and escalation issues. Part of the responsibilities was vendor management.

• Physical Inventory: The aim of this project, Physical Inventory is to helps the store manager for his quarterly activity for the stock. This application will help Stock-taking team to automate this process. This application is developed in two part. One part the HHT application and other part of the application is desktop application. This will help the stock taking team to scan and pass the data to the central server for the stock reconciliation every quarter. This application will has the interface with the SAP application for the getting and passing the data to the SAP.

• Vendor relationship management portal: The aim of this project, VRMP portal is to facilitate the extended functionality to vendor for the giving the quotation, get the purchase order, Submitting invoice giving the information about the advance shipment notice, Delivery Note, Goods received note and finally payment notification on the portal.

• TASK MANAGEMENT : The aim of this project is to complete automation of the task on the store by head office operation team. The project will be open on daily basis and it will monitored by manager any delay in the project will be message alert will be on both end. Audit and customer satisfaction also will be managed by this project. The purpose of this project is to monitor the store activity online by the HO.

Trigyn Technologies Jan 2000 – Jan 2008

Program Manager

United Nations / Web - Publication - Managed activities such as executing project plans, client requirements gathering, performance optimization of Oracle SQL queries, project risks management, timely deliveries. The aim of this project is to develop a publishing system for UNOLA Treaty Section documents. The system is tightly integrated with Documentum using SCS (site caching services) and SSIS (SQL Server Integration Services) technologies.

• This site enables UNOLA to publish their documents (stored in Documentum Repository) to the public domain via website interface. The website provides elegant and interactive interface to locate particular information about Treaties, Actions, Monthly Statements. It also provides sophisticated search interface to search the attributes and contents of documents.

• Registration, Publication, Archival and Retrieval: This project is a part of Secretary General of United Nations Head quarter Office of legal Affairs Treaty Section. The United Nation Treaty section is responsible for the treaty registration, Publication, Archival and retrieval of the data received by member of the United Nation.

• Treaty operations are currently managed in a distributed manner at various departments in UN headquarters and at Secretarial General office and other UN offices spread all over world. Document Treaty, Action, Certificate of Registration, Certificate of Notification, Signatories and Miscellaneous documents are received from UN members from all over the world, which would then be registered at UN Treaty Section. Treaty Section Information and Publication system consists of four main modules – Registration, Publication, Archival and Retrieval.

• Registration Module: The first module of the system is Registration. The objective of this module is to provide a facility to user for editing, filing and recording of international treaties and conventions and related actions. It records the details of the treaty and subsequent treaty and a Action and subsequent to action will be edited. It will assign sequential registration number when original treaties are registered or filed and recorded. Different sequences are used if the treaty is registered or filed and recorded. If an original agreement is registered, it is assigned the next available number. Subsequent agreement and actions get the same number as the parent.

• Publication: The Second module of the system is Publication. This module is mainly responsible for storing the all the Treaty and action physical documents, keeping track of the documents. The treaties, which are registered with the UN or any action to the treaty, are published in daily Journal and published every month as well. Treaties, which are complete, are published in the Treaty Series and once a year all the treaty with the action is published as bible.

• Document Archival & Retrieval Module: The Third and Fourth module of the system is Document Archival and Retrieval System. This module is mainly responsible for storing the physical documents, keeping track of the documents. The treaty or document can be searched by registration number, date of receipt, date of notification; date of conclusion and other many search is included in the module. The retrieval module allows retrieval of references, history, as well as participant and signatories for the treaty.

Standard & Poor’s, McGraw Hill / Index Calculation System - Standard & Poor’s, a division of The McGraw-Hill Companies, provides financial information, analysis, advice and credit ratings globally. This project consists of information coming from 14 stock exchanges around Europe and computation of the indexes.

• It is an Index Maintenance module, which defines & maintains Index compositions information such as stock prices, exchange rate & index divisor etc. It also maintains corporate events such as ADR, dividend, split/reverse Split and Spin Off etc. It also allows the end user to enter historically corporate events and computes affected indices. It also uses menu level, component level and data level security.

• Managed activities such as business requirements gathering, executing project plans, weekly status update client meetings, team management, monitoring and managing the implementation, user acceptance testing, change management, and timely deliverables.

ABN AMRO BANK & Citibank /Fund Accounting for Mutual Fund & Insurance - Fund accounting product is a sophisticated Product for Investment Management and Accounting catering to the needs of Mutual Funds and Insurance Companies. Product supports all instruments namely Debt, fixed income, Equity, derivatives and Money Market. The product has three main modules vi Front Office, Back Office, Fund Accounting Module.

• The front office handles various types of deal entry, limit monitoring, risk analysis, queries and authorizations. The back office takes care of the Corporate Action Processing, Valuations, MTM, settlements. The fund accounting module calculates NAV, other expenses and management fees for a particular scheme.

• It facilitates Fund Management for multiple entities. The multi-entity feature maintains separate positions and also accrues benefits for each entity, separately. It also supports multiple portfolios for entities and the accounting module tracks and maintains entries portfolio-wise. All accounting entries that are passed at the End of Day Process in the Deals and Settlement Module are passed on to this module. This module has pre-defined vouchers with standard descriptions. Major modules handled were maker checker where an addition, update or deletion of every master record would be reviewed and audited by an authorizer.

Avi Cohen- H.A.C.A Investments / Forex Control - Website portal for providing forex related services to its customers all over the world. The website was designed and developed using Drupal, an open source content management tool written in PHP and database being MYSQL.

• The project was in 2 phases, the first phase was designing a demo site and the second phase was to design a full website portal with features like forex education, dynamic display of exchange rates, videos, news, etc. to make the forex markets come alive in a way never experienced before. Managed complete end to end project delivery from customer interaction, understanding client needs, proposal making, designing the site. Environment: Drupal 6.x, PHP 5, MySQL, Apache

ICICI Securities Ltd. (India) / IPROP - Project management activities like project planning, project estimations, scheduling, delivery and tracking all activities. Analyzed and prepared the system requirements specifications.

• Iproprietary is a derivatives back office system used for proprietary trading. It has features such as Maintenance of Multiple entity, Uploads of Futures & Options trades done through multiple broker, Maintenance of Contract Note issued by multiple broker, Maintenance of transactions portfolio wise including accounting, Bill generations for –Commission (broker wise),Securities Transactions Tax (broker wise), Daily Mark to Market calculations for Index and Stock futures, Index and Stock Options, Calculation of Realized profit and loss on Options trades, Settlements module for – daily exchange obligations, Commission obligations (broker wise), Securities Transactions Tax obligations (broker wise), Wide range of Reports- Accounting Policy to account portfolio wise. Environment: PowerBuilder 10, Oracle 10

Aptivaa-Standard Chartered Bank /QA Framework System - System for providing management assurance for proper functioning of various controls across the organization - for Aptivaa- Standard Chartered Bank. Environment: ASP.Net – VB.Net, MS SQL Server 2000, IIS 6.0, C++, ibatis framework

B2RECAP - Basel II Regulatory Capital Analyzer and Planner (B2-ReCAP) is a comprehensive regulatory reporting solution specifically designed for banks targeting to implement a cost effective Basel II Solution for compliance with Standardized approach. Environment: ASP.Net – VB.Net, MS SQL Server 2000, IIS 6.0, C++, ibatis framework.

Pluto - An integrated end-to-end Front office to back office treasury system. Environment: JDK 1.3,JSP, Weblogic 7.0 , EJB, Oracle 8i, Rational Rose 2000, Microsoft Project, Crystal reports 8.0

JP Morgan Chase Capital Partners / Deal Tracking System - Environment: Visual Interdev 6.0 for ASP, SQL server 7.0, crystal reports 8.0, lotus notes, Microsoft access

EDUCATION:

• 1984, B.Com. from Navgujarat College, Ahmedabad Gujarat University

• 1986, L.L.B from Navgujarat College, Ahmedabad Gujarat University

CERTIFICATIONS:

• 35 hrs of Training in Certified Project Management Program - PMPrep ++ from I2M Academy

• External Training on Microsoft Project, Rational Rose

• Certified Course in Unix and C

• Certified Course in Oracle Financial Applications

• Certified Course in Oracle and Developer 2000



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