Project Manager

Aarohi Zaveri 914-***-**** (Cellular) / 203-***-**** (Home)

*******@*****.***

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SUMMARY

MBA in Finance with extensive experience in the Financial Services industry specializing in a blend of Core Business, Project

Management and IT experience. In most recent role was responsible for ensuring a function of 3 programs and 12 projects with

an annual budget of $14 million stayed within a 3% variance. Worked for over 6 years in Project Management / Business

Analysis capacities and over 3 years in Financial Analyst capacities with top tier firms. Extensive experience in financial systems

delivery, project management and coordination, business analysis, trend forecasting, quantitative analysis, and simulation.

Strong interpersonal and excellent problem solving skills. Demonstrated research and analytical skills working both

independently and in teams.

PROFESSIONAL EXPERIENCE

UBS Investment Bank, Stamford, CT

Project Management Officer (PMO)/Coordinator 3/08 – 12/08

PMO (Project Management Officer) for the Data IT Group (Fixed Income and Equities data)- a global team of 130 spread across

various US, UK, APAC and CH regions. Primary responsibilities entailed end-to-end management of the function’s $14 million

budget, ensuring no more than a 3% variance month-on-month. Other key responsibilities included portfolio management and

planning, resource, work package and activity forecasting. Extensively used PM tools such as MS Visio, MS Project,

SharePoint, MS Excel to perform complex analysis and present results tailored to the audience, drawing out key

callouts and trends. Specific responsibilities include:

! Responsible for financial planning, which required extensive advanced MS excel skills involving forecasting,

budgeting, accruals and invoicing. Prepare project budget, track budget to actual, reconcile variances and

reforecast managed projects

! Interact with senior project sponsors, stakeholders and various project members to ensure that specified business

needs are met; assist in the post-implementation analysis to ensure that requirements are fulfilled. Coordinate closely

with Programme and Project managers in US, APAC, UK and CH regions gathering data and assisting in the

management of projects

! Knowledge Management - create and manage SharePoint sites for various projects and portfolios, ensuring

materials are appropriately organized and maintained. Administer SharePoint sites under supervision to ensure

accuracy and efficiency in materials posted.

! Prepare business cases, scenario analysis, contract reviews, and risk management strategies within area of

responsibility. Utilize appropriate tools (Visio, PowerPoint, Excel etc) to present results.

! Independently coordinate portfolio management activities – portfolio planning, project management governance,

regular project portfolio reviews. Document and implement Software development Life Cycle (SDLC). Document

initial study of current state and functional requirements. Participate in development, testing and implementation

planning and coordinate User Acceptance Testing (UAT).

! Analyze processes and makes recommendations for improving efficiency, product delivery, and expense reduction in

projects.

! Involved in Resource management including working with corporate sourcing for work package approval and act as a

contact point for onsite/offsite vendor managers. Calculate staffing needed, issue staffing KPIs

! Create, monitor and maintain project performance metrics including sizing effort, actual effort and financial

expenditures for the projects

! Assist Project Managers with ongoing PM activities, such as work planning, status and metrics, and program

management.

! Perform meeting/workshop logistics by arranging, preparing, disseminating materials, agenda and meeting minutes

! Provide bi-weekly and monthly Programme/Project status reports and regulatory report for senior IT Management

and stakeholders using Visio, PowerPoint and Excel focussed in the areas of project milestones, roadmaps, risks,

deliverables, RAG status and financials

! Manage the Equities Data IT website updates and changes using Microsoft FrontPage and Web publisher

UBS Investment Bank, Stamford, CT

Project Coordinator – Delivery/Change management 5/07 - 12/07

Delivery Manager for the Finance IT team for the AMER region working primarily on emerging markets. Responsible for

overseeing globally distributed sets of teams, including senior management, project managers, development, testing and

delivery teams spread across London, Zurich, Singapore and the Americas. Key responsibilities include end-to-end coordination

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of effort from various teams to ensure streamlined delivery of key emerging market products. Extensive change management

responsibilities to ensure all changes within the Global General Ledger (GGL) environment are handled efficiently with a full

understanding of the associated impact throughout the rest of the environment and appropriate risk mitigation. Detailed

responsibilities included:

! Monitor and facilitate a number of groups responsible for delivering a set of changes including production fixes,

creation of new feed aliases and functional areas across various regions and projects in different testing environments

and in production

! Central point for information across different programmes for effective risk mitigation. Create, maintain and

administer SharePoint sites to ensure effective dissemination of information. Migrated various Wiki-

based websites to a central SharePoint site to ensure single, consistent flow of information

! Chair daily and weekly review meetings to ensure that stakeholders have transparency to each others programmes of

work

! Planning - working closely with the various Project Managers to ensure that a high level overview is kept up to date.

Identify in advance potential conflicts or synergies between the programmes

! Actively participate in the prioritization process for understanding the scope and deliverables of projects and co-

ordinating successful implementation through various stages of the Software Development Life Cycle (SDLC)

! Scope upcoming releases, working closely with Project Managers to ensure that items earmarked for a release go

through the relevant testing cycles to meet both scope and code freeze. Aiming to minimize the number of last minute

items to be dropped from a release

! Manage all relevant project related change and test requests to ensure deployment

! Co-ordinate upstream testing including Front to Back and Zero impact. Participate in UAT and ITG governance

through approving ITG tickets and following-up on GCMS.

! Follow-up with lead users and BUC (Business Unit Controllers) to provide test packs, mappings and functional

specifications for unit and functional testing

! Host weekly production fixes and test co-ordination calls, sending out status and minutes. Extensive use of MS

project, Visio, PowerPoint and Pivot tables

! Co-ordinate with the Finance Reporting team for review of data in Axiom after the batch and feed runs have been

completed for various regions. Follow-up with Testing team if there is an issue with the data

! Document Business Requirements Document (BRD), Functional Requirement Document (FRS), Software Requirement

Specification (SRS) and Use Case Narratives (UCN)

Statpro Inc., New York, NY

Project Manager / Coordinator 3/07- 5/07

Perform in the role of Project Manager at StatPro Inc, a leading provider of portfolio analytics solutions for the global asset

management industry, with over 200 clients in 25 countries. The StatPro range of products includes Performance and

attribution, Fixed income attribution, composites, risk management and enterprise reporting. Primary responsibility included

performing the role of a core integration / coagulation point, identifying and mitigating issues that could cause impact to the

whole range of StatPro products. Specific responsibilities include:

! Coordinate the implementation of StatPro products including Performance and attribution, Fixed income attribution,

Composites, Risk management and Enterprise reporting for client requirements

! Gather and analyze client data for preparing project plans, tasks and deadlines.

! Prepare product initiation documents and Project plans using MS project for client approval

! Facilitate meetings with various IT teams’ located worldwide, Business users and Clients to co-ordinate key activities

for the project.

! Coordinate and schedule releases amongst various streams of product within StatPro.

! Host weekly conference calls with various clients and provide tactical support through various levels of SDLC

! Create and maintain various project management tools like milestone report, project charter and issue logs.

! Facilitate and conduct weekly JAD sessions with end client and IT teams to align with project goals.

! Designed the application in UML, using Use Case Diagram, Class Diagram, Sequence Diagram, and State Diagram for

project documentation

GE Asset Management, Stamford, CT

Project Coordinator 6/05-1/07

Business analyst for the Performance and Attribution (PANDA) project at GE Asset Management. Primary responsibilities include

defining tasks and activities for product and system-related projects and providing financial and IT team support as

coordinator of project events. Project involved restructuring of raw data processing, received from various sources like Lehman

indices, Bloomberg etc. Data that was hitherto processed by GE Asset Management was to be outsourced to State Street Bank

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(custodian bank). The new system known as ‘Hi-performance” aims to provide GE clients with standard market calculations.

Detailed responsibilities include:

! Manage off-shore business testing team. Analyze the testing results by running ad hoc reports in Business Objects,

FMC pages and Rapid SQL. Document the information and release it to Downstream Systems and various IT project

managers

! Maintain project and department reporting tools, track project issue lists.

! Follow-up with business users- Equity and Fixed income financial teams, Client reporting and Client relationship

teams regarding testing results

! Calculate ABAL, DVA, BMV, ITD, base price, MV with Accrued income, MV without Accrued income of Funds,

Securities, Composites and Benchmarks and compare them between both the environments

! Facilitate meetings with IT teams, Business users and State Street Bank to co-ordinate key activities for the project.

! Gather testing information from various IT teams and consolidate information into cohesive reports and follow-up

with State Street Bank on any issues

! Create excel macros and business modelling tools for data analysis. Analyze data and compare results between the Hi-

performance and PANDA test environment. Report issues above the tolerance level.

! Create Business object queries and rapid SQL queries to analyze all the business testing data regarding to Funds,

Securities, Composites, Benchmarks and Client accounts.

! Created and maintained the project Vision and Scope Document and Requirement document

! Designed templates for various artifacts such as Use Cases, Test Cases, Meeting minutes, Status Reports

! Created and maintained various project management documents such as Project Charter, Milestone Report, Issues

Log

HDFC securities limited

Financial Analyst – Reporting to Senior Technology Analysts 6/02-4/05

HDFC Securities Limited (HDFCSec), a brokerage house promoted by the HDFC Group, offers users an interface on the Internet

and also offers the required guidance for them to place buy or sell orders over the Internet. In India, the National Stock

Exchange (NSE) and The Stock Exchange, Mumbai (BSE) allows brokerage houses like HDFCsec that are registered with the

Securities Exchange Board of India (SEBI) to offer e-brokerage facilities to their users.

! Continually research on emerging market trends, change in ratio analysis methodologies (profitability ratios,

liquidity ratios, debt management ratios, asset management ratios) and report to senior management

! Utilized proprietary software and systems, and other databases to conduct extensive research on companies, securities

and mutual funds

! Conducted variance analysis on all financial statements and provide analytical support to all technology related

functions.

! Assisted senior technology analyst to make necessary recommendations to Buy, Hold or Sell the stock of the company

! Preparation of the Monthly Management Report

Pace University, White Plains, NY

Research Associate: Dr. Robert Isaak (Professor of International Banking and Finance) 9/01 - 5/02

! Performed research on various companies, using Thomson Financials Data stream

! Performed Ratio Analysis of the Financial Statements of these companies to analyze the Debt-capital structure and the

Return on Capital Invested over a period of years

! Reviewed the results of the analysis to incorporate in Professor’s publications

Laidlaw Global Securities, NY, NY

Analyst-Intern 6/01-8/01

! Collecting information regarding 100 tech stocks from Edgar online, Bloomberg terminal and company websites

! Handle the data entry of client and engagement information into the financial management system. Update the

financial management system with changes, financial and non-financial, to ensure accurate and updated information is

readily available.

! Perform special projects and ad hoc requests. Gather data and provide additional support to the Senior Financial

analyst upon request

! Analysis of business factors of technology industry using statistical tools and methodologies including regression,

correlation, ANOVA, probability distribution

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Pace University, Briarcliff Manor, NY

Finance Information System Analyst: Finance and Administration Department 5/00 - 6/01

! Primary Information Management Officer for the Finance and Administration Department at Pace University.

! Responsible for deciding, executing and streamlining the IT strategy to maximize financial analysis processes in

line with the department’s primary goals.

! Decide on choice and usage of appropriate technology and/or software packages to align with the department’s

needs and constraints. Maintain customized financial database

! Coordinate with IT department and supported staff on new information technology tools

! Participate in migration and implementation of new software architecture project – intended to streamline financial

processes, leverage existing resources and maximize productivity.

EDUCATION

MBA in Finance (2002), Lubin School of Business, Pace University, New York, NY • GPA 3.54

BBA in Accounting (1999), B.K. School of Business Management, India • GPA 3.6

Diploma in Computer Applications (1999), B.K. School of Business Management, India

Software MS Visio, SharePoint, MS Project, MS Excel, Front Page, Microsoft Publisher, PaintShop Pro, Adobe

PhotoShop, Adobe Acrobat, Microsoft Image Composer, Macromedia Dreamweaver, Macromedia Flash,

Business Objects, Rapid SQL, FMC pages, HTML, Excel Modeling, Clarity

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