Sandhya Subra
*** ***** ***** *****: 908-***-****
North Brunswick, NJ 08902 Email: ****************@*****.***
Professional Summary
PMI (PMP) certified project manager and business architect with extensive experience
in leading complex strategic business initiatives using cutting edge technology and
innovative architectural techniques. Extensive experience in re-engineering,
migration, upgrades, automation, integration, financial, accounting and imaging
systems and leading evolving initiatives like social media mobility platforms, market
and reference data and legacy modernization.
Key Accomplishments:
Integrated systems and successfully led offshore and onshore cross-functional teams,
managed projects through entire SDLC and generated 40% savings from baseline costs
using imaging, data consolidation, redesign and re-engineering of platforms
Led migration of security patches and vendor upgrades for systems used by Financial
Advisors
Strategized and analyzed the impact and usage of social media use for Financial
Advisors for use of LinkedIn while being compliant to FINRA regulations
Implemented use of Mobility platforms Ipad, Blackberry and iphone for use by Financial
Advisors and technology initiatives involving platform integration, customer
acquisition and decommissioning of platforms of companies undergoing mergers and
acquisitions to leverage synergies, led Identity Management strategy for use in
customer facing applications
Led RFP process, interfaced with vendors for SLAs, enforced Quality Control and
managed release processes. Forecasted overall budget, led team of project managers to
improve project management processes for the entire portfolio
Interfaced with business and technology senior level management on a regular basis for
strategy, solutions and project status
Managed project financials, led Gap Analysis, Cost Benefit Analysis, Root Cause and
Risk Analysis for systems to facilitate process refinement and re-engineering to
automate, consolidate data and absorb existing client base of the acquired company
Evaluated vendor software and hardware, reviewed SLAs, presented RFP to Board of
Directors, proposed strategic and tactical solutions, optimized resource forecasting
process and financial analysis
Standardized Knowledge and Change Management procedures, processes of the merged
organizations, built PMO, improved efficiency by implementing optimized processes
with Six Sigma decreasing support costs
Improved processes by implementing CMMI methodologies for standardization of risk
management metrics, improving Change Management processes, evaluation of performance
and standardization of reporting
Education & Certifications
Masters in Business Administration (MBA Finance, Jan 2008 -New Jersey Inst. of
Technology),
Masters in Economics, Masters in Education
Bachelors (Economics), Bachelors (Education)
Microsoft Certified Professional and Product Specialist (C#.Net, SQL Server), Oracle
10g,
Project Management Professional (PMP)
Non Profit Management Certification (Rutgers Univ Sept. 2009), Six Sigma & Quality
Control (NJIT) 2010
Technical Skills
Languages: C#.Net, Visual Basic.Net, ASP.Net, TSQL, VBA, HTML, UML, Java
Databases: SQL Server (2000), Oracle 10g, MS Access, Netik Datawarehouse, Erwin
Software: Crystal Reports, Erwin, Active Reports, Kofax Ascent Capture, Right Fax,
ACT, MS Office, HP Quality Center, Clarity, HPPPM, Rational Requisite Pro, Cognos, IBM
Content Manger, IBM ClearQuest, MS Project, Visio, MS PowerPoint
Experience
Bank of America, Merrill Lynch (NJ) Consultant Project Manager Oct 2009 - Aug 2013
Legacy Modernization: Led replacement/modernization of over 900 applications and
transactions to new system including batch jobs and access/implementation of
transactions. The new Web3270 replaced access mainframe data via browser based
system for savings of 1.8 million/yr.
Re-engineering Market Data Convergence: Successfully strategized the solution to
provision Market Data on the cloud from different exchanges to Financial Advisors
across different countries. Implemented the solution for enterprise wide
availability of Market Data provisioning for all asset classes, fundamentals,
corporate actions, and analytics from data vendors (Bloomberg, Morningstar, ICD,
Wall Street on Demand, Markit, Dow Jones, S& P) for utilization by multiple
business units.
Data Management: Streamlined Master Data Management for creation of a single Master
Profile and Enterprise Party Index across Wealth Management and Banking business
using ETL and Siperian technology to generate unique enterprise wide identity.
Managed project for Operational Reports generated in Cognos for identity resolution
and Data Governance project for stewardship of data. Leveraged synergies to
implement a Single Solution across multiple channel profiles using ETL for
synchronization and delivery of customer information via web services across
multiple Consumer Channels facilitating usage for Enterprise Referral, IVR, CPV, My
Merrill, Online Banking and via feeds to Siebel and provide BI solution via Midas
data-mart for reporting covering originations, referrals, workflow and compensation
and servicing customer data to Siebel business unit.
Universal Identity Management: Led the project for architecture of Identity
Management of Bank of America customers via Identity Providers like Verizon for
authentication, single sign on, identity risk assessment and fraud reduction.
Social Media & Compliance: LinkedIn for Financial Advisors: Led the project for
leveraging social media to allow Financial Advisors connect to clients and
prospects by opening LinkedIn connections using vendor software Actiance, with
single sign on and archiving e-communication in autonomy for supervision by
Compliance in S6 platform.
Mobility for Financial Systems: Evaluated implementation of technologies for using
Html5 with Jquery, Wink and Sencha to implement solution for making available
financial applications on Ipad, iPhone and Android.
Home Loans and Insurance Platform: Led team of project managers for various streams
of the platform for Home Loans and Insurance group. The projects under this stream
involve projects for evaluating Trial Offers Qualifications for Home Loan
Modifications for mortgages in danger of foreclosure, Out Reach Programs, Military
Modification programs, Underwriting project, Business Rules Engine implementation
and Treasury compliance for facilitating and expediting the Loan Modification trial
offers.
Card Integration: Led ATM Card integration for merged BOA and Merrill organizations
(BOA ATM card and Merrill Deferred Debit card) for transfer of funds between
brokerage and retail accounts, common pin encryption and usage, account inquiry
for unique customer identity across the organization involving cross functional
teams across Financial, Transaction, Account Maintenance groups. Led the
integration of accounting system from Merrill ACBS to BAO ACBS for client accounts,
asset transfer, account linking, loan approval, customer migration, cosign and
collateral determination decreasing support costs.
Global Communication & Compliance: Blackberry Texting: Led project rolled out
globally across PACRIM, EMEA, Americas, to enable Financial Advisors to send text
messages and archiving them for Compliance.
System Upgrades HOD: Led Host on Demand System upgrade Java security patches and
vendor system for critical applications used by Financial Advisors required by
Enterprise mandates.
PMO Process Standardization: Provided senior management dashboard for program
progress, measured Variance Analysis, performed budget reconciliation, created Risk
Heat Maps for transition and integration planning across programs.
Thomson Reuters (Investment & Advisory) Consultant Program Manager (NYC) Jan 2009 -
Apr 2009
Automation: Provided oversight to ingestion, enrichment and automation of XBRL feeds
(filed with SEC) from Rivet utilizing text intelligent software ClearForest to
automate the extraction of financial information into database for usage in client
products
Implemented at Thomson Reuters strategy for usage of Rapid Source Automation
Configuration Templates for tracking company's financial related website changes using
WebWatcher and automating extraction to data repositories for use in 'Reuters
Knowledge'
Led pilot project and conducted feasibility studies for Connotate Web Agents to track
financial information of 20,000 private company websites of emerging markets for
Thomson Reuters into Oracle database for usage in new product offerings
McGraw-Hill Information & Media Consultant Program Manager (NJ) Mar 2008 - Jan 2009
Integration Projects: Managed at McGraw-Hill cross platform integration of Electronic
Dodge Reports Data Feeds & Target Leads Automation for generation of data feeds for
bids, specifications, generating complex leads for ingestion into client systems
Evaluation Project: Participated in evaluation of E-Commerce engines to analyze
capabilities related to transactions and customer profiling, business intelligence,
and catalog publishing for purchase of Dodge Plans & Specifications
Proposed leveraging synergies between DataLine, DPS, and Network Future Vision to
integrate functionality and generate digital architectural plans, news and
specifications for electronic delivery to users and simplify its sale via the website.
Citco Fund Services: Consultant Senior Program Manager (NJ) Mar 2007 - Feb 2008
Implemented of 'APOST Accounting System' for Citco Fund Services involved gathering of
requirements, testing to post transactions to General Ledger, P/L, account reports and
processing of the incoming/outgoing feeds.
Presented RFP to Board of Directors for the Redesign of Aexeo for options, futures,
equities, bonds, swaps, maintenance of Security Master, investor P/L, reference data,
account information, reporting and external client interfacing
Merrill Lynch, Fund of Hedge Fund & Alternative Investments Oct 2005 - Apr 2007
Assistant Vice-President (NYC)
Implemented solution, generated savings of 40%, reduced business risk, ensured data
integrity by implementing Netik Data Warehouse Consolidation
Reduced support costs by implementing Six Sigma to refine process of portfolio data
consolidation
Managed Portfolio Analytics Systems and Managed Futures Reporting System to track
portfolio performance, its comparison to indices, alternative investment strategies,
and various other metrics for performance on asset, investment style and liquidity
Automated Managed Futures Reporting system in Oracle Discoverer to generate
performance reports on assets, investment styles and liquidity positions for
customized Commodity Trading Advisors, automated Accounting Cashflow process for
Estimated Returns Net Returns on investment portfolios by accounting vendors
Led the design of the Trade Ticketing System and MLIM Bespoke application in C# .Net
to enable electronic transmission of trade tickets to accounting vendors like PFPC and
OMR
Blue Cross Blue Shield, (NJ) UBS, (NJ) Consultant Feb 2005 - Sep 2005
Participated in the Design specifications of PERSONAL IDR for generation of unique ids
to comply with industry regulations
Team member in automation for Account Opening Overhaul System
Deutsche Bank, NJ: Assistant Vice President (NJ) Jun 2000 - Jan 2005
. Led the implementation, certification, QA, configuration, and automation
of installer packages for Applications XP Migration of financial
applications
. Implemented applications (EPC, EPCTS, BTICS, R&R, SecAdmin, Audit,
NYCCashReceipts, Rinse, PRSTS etc.) involved imaging functionalities
(Kofax Ascent Capture) for checks & documents, billing, reconciliation,
automation and generation of customized CDs, reports, PDF files for
account transactions. Led implementation of packaged proprietary
customized application for client usage of financial transaction and
images.
. Led customer migration project for account and fund transfer for
wholesale lockbox clients of Bankers Trust, for bank deposits
. Fraud Detection Imaging Automation (BTICS) Project: Implemented imaging
technology to check fraudulent checks by integrating database
intelligence, reporting systems, high speed sorters, and Panini -
resulted in productivity
. Lancome (L'Oreal), NJ: (Clark) Senior Technology Officer Aug 1999 -
Jun 2000
. Collected requirements, and managed design of 'Darwin Claims &
Agreements' for calculating claims for salaries & commissions
. Automated Data Replication between AS400 and SQL Server using Data Mirror
software
New York Police Department of Correction, NYC: Consultant Jan 1999 -
Aug 1999
. Designed 'Finaman Budget System' to manage purchases, invoices, vendor
payment and reconciliation
. Designed 'Mail Tracking System' to manage confidential audit compliant
The Janus Group: (NJ) Technology Analyst Aug 1997 - Jan 1999
. Designed 'Mosaic AT&T' for costs of switches: Switched & Direct Access,
Connectivity Access Rates, Revenue
. Designed 'C_Touch' to extract mainframe data and 'Paradigm Cellular' to
convert tape data into lead files using NovaExchange
Affiliations: Member of Project Management Institute (PMI), Member of PMI
New Jersey Chapter