Management Project

Dinakar Kartik

Morganville, NJ, *****

Phone: 732-***-****© / 732-***-**** ®

E-mail: *************@*******.***

Executive Summary

Around 16 years of experience with blended experience of Delivery/ Project Management, Business

Analysis, Stakeholder/ Team management and Technical architecture.

Strong Business Acumen

Clients serviced:

Bloomberg Standard and Poors NYSE/ SIAC JPMorgan Chase

Citigroup GWM CheckFree Investment/ NRE Transunion

Fiserv

Domain knowledge :

Ratings business Portfolio Management Equity Research Asset Servicing

Separately Managed Trading Platforms/ Trustee Credit History

Accounts (SMA) Wealth Management Business

Functional experience in:

Rating business: Corporate and Governance (C&G), Structured Finance (SF)

Portfolio Management: Account Management, Trade Order Management (TOM), Reporting

Trade life cycle: Trade Capture, Order Management, Confirmations, Allocations, Reconciliation

Equities as well as Fixed Income

Recent regulations like Dodd-Frank

Professional Management Experience

US/ UK experience of 10+ years and India experience of 6 years

Managed large teams and delivered complex projects;

o with budgets in project execution; Business/ IT teams spanning globally (including North

America, APAC, EMEA); and setup of near-shore center

Experienced in

o Program/ Project management

o Business process re-engineering, Business Analysis, System Analysis

o Business process improvement (Process Analysis, Gap Analysis, Automation)

Work with the sales and relationship team to prepare business proposals for existing and prospective

clients. Participate in proposal defense and business development with senior management

Certificate course on “Global Business Leadership” from Harvard School of Business

Past Technology Background

Technical knowledge in Java/ J2EE, .NET, Oracle, SQL, C++, XML and middle-ware like CORBA

Other skills acquired:

MS Office, Visio, MS-Project, SharePoint, Telelogic DOORS, Mercury QC, Web Sphere, SWIFT,

Data Modeling, Crystal Reports, Lotus Notes, Rational tools

Trained in Project Management and Estimation, MQSI, MQ Workflow, Basic and Advanced Java,

Oracle, OOAD and Component Technology

Other Soft Skills

Strong leadership and analytical skills

Quickly grasping business acumen

Strategic thinking, problem-solving, and decision-making skills

Excellent verbal, oral, and written communication/ presentation skills.

Dinakar Kartik

Morganville, NJ, 07751

Phone: 732-***-****© / 732-***-**** ®

E-mail: *************@*******.***

Professional Experience

May 2012 – Till Date

Director, Mahindra Satyam

Responsible for delivery and management of multiple accounts and projects for Mahindra Satyam.

Responsibilities:

On-boarding a new customer, responding to RFP from customer, discussing the contract details as well

as signing up of SOW

Team formation and hiring of resources for various projects

Managing scope and ensure timely delivery of the projects

Work on Tactical and Strategic (long-term) initiatives

Implement governance (issue, risk management) and ensure quality of delivery

Preparing presentations/ material for management to present progress of the projects

Other functions include holding Steering committee meetings, work on profitability, forecasting and

growth of the overall account

Nov 2011 – Apr 2012

Program Manager @ Bloomberg Law, NY

The Bloomberg Systems ingest content from third party providers and normalizes the content into common

‘Browsable’ format. The content contains federal and state court rules from various service providers.

Responsibilities:

Resource hiring, scope, stakeholder management and implementation of multiple projects from

problem identification/ scoping through delivery

Work with Leaders to set expectations, document vision and prioritize the requirements

Perform Business analysis functions as needed for the project

Work with team to improve operational efficiency (Business process study to identify automation

areas and improve overall quality) of underlying systems

Mentoring team as needed and manage overall delivery of projects

Oct 2008 – July 2011

Program Manager @ Standard and Poors (S&P), NY

The Operational PMO (Project Management Office) group of Standard and Poor’s handles projects related

to Quality, Compliance, Criteria and Risk (QCCR) in conjunction with CORE (COrporate REpository) - the

primary storehouse of Standard & Poor’s ratings and ratings-related data.

Responsibilities:

Interface with the Business and IT (MD-level) to facilitate, plan and gather user requirements and

issues

Define and Manage processes to meet SLA’s for various ongoing and new projects

Responsible for business analysis as an SME and project management of the QCCR related

projects

Handled multiple projects at the same time (some of these related to compliance)

Suggest and implement tactical and strategic initiatives

Enable creating knowledge repository consisting of documentation on business and process areas

Work with the development team responsible for the implementation of the projects; including

planning, estimating, managing issues/ risks for the project

Participate in Agile/ Scrum meetings as desired

May 2008 – Sept 2008

IT Strategy Consultant @ Citi Global Wealth Management, NY

Project Breakout is a consulting assignment for the Global Wealth Management (GWM) division of

Citigroup. The objective of the assignment was to assess the current state of Managed Account platform

and build a detailed IT strategy roadmap for future Managed Account (SMA) business.

Dinakar Kartik

Morganville, NJ, 07751

Phone: 732-***-****© / 732-***-**** ®

E-mail: *************@*******.***

Responsibilities:

Identify and document business processes and technology pain points.

Performing system portfolio analysis, business criticality and support costs for each system.

Identify business process (SOA and workflow-based) and technology quick hits.

Work with team to define Business and IT Architecture for the Managed Accounts business.

Gather and prioritize the High level requirements (scoping) for each project

Define project charters and implementation roadmap.

Present the roadmap to Citi GWM Senior Management for review and approvals

Nov 2005 – April 2008

Development Manager @ CheckFree Investment, NJ

Enhanced Portfolio Lifecycle (EPL) - EPL is an integrated portfolio management solution for money

managers and sponsors in Separately Managed Account (SMA) space. The Portfolio Accounting System

has key modules like Account Management, Trade Order Management, Corporate Actions, Performance

Reporting and Reconciliation.

Responsibilities:

Work with business to discuss scope and document vision/ high level requirements

Single point of contact for gathering requirements for Account Management and Trade Order

Management

Managed a team of Business Analysts; work include task allocation, buddy reviews, issue resolution

and conflict resolution

Worked with key stakeholders presenting information to steering committee

Manage scope for each release, follow strict change control procedures

Technical involvement included reviewing the SOA architecture, Usability as well as techno-functional

specifications (pseudo-code)

Active participation in senior management and project reviews

Co-ordinate UAT cycles and provide training/ demos to business

Mar 2005 – Oct 2005

Delivery Manager @ National Research Exchange (NRE), NY

National Research Exchange is a web portal for “Sponsors” (Buyers) and “Providers” (Sellers) in equity

research among public and private companies, broker-dealers, investors and research providers.

Responsibilities:

Responsible for overall delivery and execution of the project from offshore

Facilitate requirements capturing managing them using Use cases and prototype development

Participation in design review and overall responsibility for project execution

Project management activities such as estimation, project planning, day-to-day monitoring of project

progress, quality audits, invoicing, release management, change management and status reporting,

dashboards

June 2003 – Feb 2005

Technical Leader @ New York Stock Exchange (NYSE/ SIAC), NY

TradeWorks revamps the old Broker Booth Support System (BBSS) and is used for creating/maintaining

trading orders and market look messages.

Responsibilities:

Requirements gathering using Use cases and Interaction with offshore for knowledge transfer

Design and developing client-side service architecture and swing based GUI screens

Design and developing keystroke logging for the application and supporting Monitoring system

Dinakar Kartik

Morganville, NJ, 07751

Phone: 732-***-****© / 732-***-**** ®

E-mail: *************@*******.***

Oct 2002 – May 2003

Sr Business Analyst @ JPMorgan Chase, Bournemouth, UK

MTDL Trustee Integrated Office - A web-based application to automate the Trustee depository processes

and provide integrated client trustee/fiduciary service.

Responsibilities:

Effort estimation based on Function Points, Project Planning and task allocation/ tracking

User Requirement collection/analysis/prototyping and identifying usecases

Architecting solution, Design (MVC and other J2EE design patterns), preparing the standards/guideline

documents for project, and project Management.

Dec 2001 – Sept 2002

Sr Business Analyst @ JPMorgan Chase, Bournemouth, UK

Asset Servicing Transformation (Message Mapper and Workflow) - An MQ based application to increase

the STP rates on all inbound message types, facilitate a migration approach and deliver outbound

messages in industry format.

Responsibilities:

Define processes to increase STP-ability, considering various message formats

Provide migration approach and ways to deliver outbound messages efficiently

Analyzing current state processes and Define the future state processes that would eliminate the flaws

of current systems and boost productivity

Analysis and Design of the components using MQ technology

Jan 2001 – Dec 2001

Business Analyst @ JPMorgan Chase, Bournemouth, UK

Cash Sweep To SLAM (part of GIPS) - The CSS project provides cash information at the account level to

SLAM (portfolio management system) for providing transaction details at a granular level.

Responsibilities:

Defining standards as per RUP and Requirement Capture (Use Case Design, SRS) at onsite

Team management and Configuration Management at offshore and Client mentoring

Reviewing requirements, architecture and design related issues of other projects

Other past experiences:

Project Leader @ Transunion, USA from July 1999 – Nov 2000

Software Consultant @ Asea Brown Broveries (ABB), Sweden from Sept 1998 - Oct 1998

Developer @ First Data Resource (FDR), USA from May 1997 - Aug 1997

Developer @ Tata Consultancy Services Limited (For Web Systems), India from July 1996 - April 1997

Education

University of Pune, India

Masters in Computer Management: 1994-1996

Bachelors in Electronics: 1991-1994

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