Summary Extensive experience as a business manager in the financial services
industry. Functions include technology business management, financial
management, budgeting, forecasting, strategic planning and analysis,
performance management, PMO responsibilities.
Strong knowledge of front, middle and back office processes and
systems.
Program management experience. Executed complex projects with diverse
stakeholders and cross-functional teams.
Education
2003 - 2005 MBA, Finance, School Of Business, University of Connecticut, GPA
3.9/4.0.
Member of Beta Gamma Sigma honor society.
1993 -1997 B.S., Computer Science, C.R. State College of Engineering, India, GPA
3.8/4.0.
Experience
06/2007 - Barclays Capital. New York, NY
Current Vice President, Business Manager (IT COO Office) - Managed $150m budget
and acted as the domain expert for planning and analysis.
Developed and managed budget for Operations technology group. Performed
forecasting and variance analysis. Monitored all technology expenses
(headcount, vendor contracts, ASP services, infrastructure and offshore
services) and ensured adherence to the budget. Coordinated budget
transfers and established processes to improve financial controls.
Managed the technology spend process and performed vendor management.
Performed project portfolio planning. Managed the book of works and
ensured that project streams deliver within time, budget and scope by
monitoring status, milestones, risks and dependencies. Managed
headcount and tracked resource utilization across different
initiatives.
Reviewed and monitored KPI and reported performance to senior
management using scorecard. Authored high-level presentations and
status reports for executive management including reports for CIO and
COO of the firm.
Led strategic planning initiatives and recommended roadmap to senior
management.
Co-headed feasibility analysis for replacing a vendor system that costs
Barclays $20M per year. Performed cost-benefit analysis and used
financial metrics to evaluate investment decisions.
Developed a proposal for additional funding and obtained $2M for new
initiatives.
Coordinated and managed special projects with Finance, Human Resources,
Sourcing, Facilities and other functional areas.
06/2006 - Fortis, Merchant Banking. New York, NY
06/2007 Assistant Vice President, Business Development Group - Internal
Consulting Role to launch new products and perform strategic analysis
for executive management.
Led projects for introducing new products across fixed income,
structured credit, money markets and equities desks. Rolled out
front-to-back processes for new products and coordinated tasks across
Front Office, Risk Management, Product Control, Finance, Operations and
Accounting. Examples of new products include Total Return Swap, Credit
Default Swap on ABS, ABX & corporate bonds, Callable CD, and Callable
Interest Rate Swap.
Managed cross-functional teams and led strategic projects.
Orchestrated rollout and implementation of a firm-wide system for
booking structured credit products.
Evaluated proposals for outsourcing back office functions of new
products and made recommendations to senior management based on
qualitative and quantitative analysis.
Represented the firm to New York State Banking Authority to obtain
regulatory approval for launching new products.
07/2005 - Lehman Brothers. New York, NY
05/2006 Business Analyst, Fixed Income Technology - Performed Business Analysis
for front-office technology initiatives.
Gathered business requirements and performed analysis for building an
in-house trading platform for fixed income cash and derivative
products. Modeled trade workflow, trade states and transitions for
business events such as trade capture, allocation, assignment,
termination, maturity and option exercise for Credit derivatives and
Interest Rate derivative.
Maintained the project plan to track quarterly deliverables for a
three-year, $100 million strategic Front Office re-architecture project
undertaken by the Fixed Income Technology Group. Ensured timely
deliverables, identified potential risks and escalated issues to senior
management.
Facilitated productivity and process improvements for front-to-back
trade workflow. Analyzed existing processes and interviewed key
stakeholder to identify gaps and recommended process re-engineering
roadmaps to increase throughput.
1997- 2003 Consulted for various clients including Network International, Johnson
Controls, Kinko's.
Developed technology strategy, led prototyping efforts, and co-authored
proposal to secure funding for developing an internet marketplace for
surplus equipment for the energy industry. (Network International)
Coordinated offshore development activities with a software firm in
India. (Johnson Controls)
Evaluated a wide array of technical solutions and determined best
alternatives for introducing new e-commerce and B2B services. Performed
critical analysis of e-revenue streams in close conjunction with the
marketing team. (Kinko's)
Tools
Microsoft tools - MS Project, MS Office, Visio, SharePoint
SAP BW, SAP BPS
SQL
Familiarity with technologies and applications used in the financial
services industry
Misc. US Permanent Resident
References Available upon request