Financial Analyst/ Portfolio Manager

PROFESSIONAL SUMMARY

. TEN PLUS YEARS EXPERIENCE IN ACCOUNT MANAGEMENT; PROGRAM AND PORTFOLIO

MANAGEMENT

. Core expertise in Financial Analysis, Management and Reporting working

as Financial Analyst/ Portfolio Manager/ Business Analyst

. Successfully worked and managed IT Portfolio of over $500M for Fortune

100 Clients

. Exceptional experience interacting with all levels of Client, IT and

Management

. Strong knowledge of Microsoft Access and Excel.

. Demonstrated strengths in excellent Communication, Negotiation,

Implementing innovative ideas and Organizational Management

TECHNICAL EXPERIENCE

PROCESS: AT&T IT UNIFIED PROCESS AND TOOLS, RISK MANAGEMENT FOR IT,

REQUIREMENTS ENGINEERING, IT SDLC METRICS, MANAGING FINANCIALS IMPACTING

MILESTONES, CHANGE MANAGEMENT, DEFECT MANAGEMENT

Applications: Microsoft Office, Microsoft Project, Microsoft Visio, AT&T

PRISM, PMATT, Express One, Process Center, Point of Sale (POS) Systems,

Microsoft Operations Manager and Configuration Manager, Service Center and

Remedy

Databases and Software: Microsoft Access, SQL, SQL Server, HTML, VB

Script, JavaScript, ActiveX, ODBC, ASP, Visual Basic, Visual Studio, Visual

InterDev, Visual Source Safe

PROFESSIONAL EXPERIENCE

CLIENT: AT&T, HOFFMAN ESTATES, IL

May 2010 - Present

Portfolio Management - Financial Analyst/ Portfolio Manager

. Proactive analysis of financials on budget and trend analysis for

monthly, month over month, quarterly and year to date spend and budget

forecasts of Programs and Projects within the Portfolio

. Perform Financial Analysis and produce detailed analysis reports,

scorecards of metrics and dashboards for leadership

. Support monthly Operational reviews for leadership highlighting year

to date results, trends, and opportunities to ensure overall success

of the Portfolio's financials

. Maintain a strong understanding of Portfolio's financial health and in-

depth details of issues

. Engage with Client, Account Management and Sr. Management to resolve

the Program issues as tied to financials and funding issues within

Organization

. Maintain information on client's business strategies, objectives,

organizational structure and issues. Understand client business

objectives and business needs

. Perform detailed analysis for the allocated and unallocated funds of

programs within Portfolio.

. Work with Program Managers to monitor funding needs and issues and

work towards the resolution in partnership with Client, Account

Management, Finance and Governance Teams

. Provide support to Account Managers and Program Managers with analysis

of financial data, spot trends, custom metrics and reports. Identify,

extract, and analyze portfolio data. Provide historical, current and

predictive views of Portfolio health.

. Provide Portfolio affordability and do-ability oversight. Ensure

monthly budgets and spreads are realistic and do-able. Validate do-

ability to meet deliverables and ensure Organization's financial

health

. Partnership with Account Management, Project Managers, Governance,

Finance, and Client to facilitate accurate financial accountability

and results. This includes cost estimates vs. actuals, do-ability of

monthly ramps, timing of spend, capitalization rates

. Be Financial point of contact and provide ad-hoc support and guidance

to Project Managers

. Review and analyze contractor fixed bid accruals monthly to ensure

accuracy. Ensure that the expected spend is reviewed and updated on a

timely basis

. Evolve and facilitate metrics with Business Analytics team to track

progress leading to Portfolio improvement and success

. Facilitate appropriate and necessary plan change submissions. Weekly

Plan Change coordination to maximize, repurpose, and enable new

opportunities within the limited Capital and Expense within the

Portfolio

. Proactively partner with Project Managers and SI Owners in addressing

key financial metric areas in need of data adjustments such as

timeliness, milestones, quality, Expense/ Capital over runs and budget

adjustments

Client: McDonald's Corporation, Oak Brook, IL

Feb 2007 - May 2010

Program Management - Lead Business Analyst

. Act as the liaison among stakeholders to encourage innovation for

process improvements and system enhancements that result in increased

automation, productivity, satisfaction and data consistency

. Manage/ lead a team of Business Analysts that were responsible for

gathering and documenting business requirements, developing business

process flows, creating use cases, writing test plans, and

coordinating user acceptance test. Develop test strategy and test

plans. Perform testing and document results

. Managed and maintained project financials and planning on a weekly

basis. Provided project status and financial budgeting updated to the

Program Manager and Sr. Management

. Develop the deployment plans including communication, training, and

migration. Coordinate efforts with the business teams throughout the

development cycle to ensure solutions meet business needs and lead

user acceptance testing and solution deployment

. Provide direction and guidance to other business analysts as needed.

. Responsible for the collection, analysis, review, documentation and

effective communication of business requirements to the stake holders

and business teams

. Coordinate project scoping and planning with cross-functional team

members

. Participate in the development of processes and procedures to

facilitate enhancements and workflow with business teams.

. Establish effective and efficient change management processes for the

business teams

. Develop business/ systems training materials and presentations.

Provide systems training to business teams as required

. Ensure documentation of process improvements and business requirements

for system enhancements are complete and proper approvals are obtained

Client: Accenture, Chicago, IL

Oct 2002 - Oct 2006

Account Management - Financial Analyst

. Act as a liaison between the client and Fidelity delivery

organizations. Act as the communication conduit between the client and

various technical teams

. Participate in client meetings to maintain an understanding of

projects, and contribute to the attainment of key goals and

deliverables

. Maintain information on client's business strategies, objectives,

organizational structure and issues. Understand client business

objectives and business needs

. Work with the customers to capture business requirements and document

the business requirements, create functional specifications, create

workflow diagrams, detail designs, testing artifacts and all other

required analysis deliverables as required for the projects

. Translate user requirements into functional requirements

. Conduct meetings with clients to define the detailed business

requirements for business

Solutions and determine solution feasibility. Establish project

requirements and objectives

. Work with the application development and various technical teams to

ensure they understand the business models and functional requirements

. Assist the project management in project planning through requirements

development and analysis and throughout the lifecycle of the projects

. Participate in requirements prioritization. Help resolve schedule

conflicts and resource conflicts.

. Maintain and update business requirements as modifications and

enhancements are implemented for existing solutions

. Coordinate all the activities between the delivery organizations to

meet the timeline and deliverables of the projects. Plan for user

tests and create test plans. Coordination, development and execution

of system and acceptance test plans

. Training client, and support clients on use of the new system

. Actively involved with the delivery support teams to resolve issues

in the deployment

. Initiate corrective action by discussing issues with relevant client

or engineers, and arrange meetings, conferences or other activities to

contribute to problem solving process

. Identify and help develop plans to correct problems, issues or

obstacles in change management process and/or Operations preventing

implementation of key client services

. Interact with the client Management to ensure satisfaction with

products and services

. Help Client understand Fidelity policies, change management process

and procedures, and the status of services

. Respond to complaints, and provide suggestions for improvements.

Provide guidance on business requirements to the teams in developing

the solution

. Regular performance reporting (SLA's, lead time). Track and

demonstrate the value FNIS delivered to the client

. Provide status reports and updates to the Management on the modules /

projects

Client: Accenture, Northbrook, IL

Jan 2001 - Oct 2002

Web Developer

. Responsible for deploying Accenture CIO Internal Applications. Build

and maintain relationships with Internal CIO System Deployment

Knowledge contacts through out the firm

. Data center problem tracking to insure all issues are properly

documented, are identified and resolved and are communicated to

affected parties

. Daily, weekly and monthly metrics reporting

. Creation of production processes and procedures as relates to Data

Center Operations.

. On-going maintenance and quality assurance of production process and

procedure documentation and support standards in the Data Center

. Creation and analysis of metrics reporting utilizing Excel and Remedy

tool

. Oversee and conduct user acceptance testing of production procedures

. Procedural simplification and streamlining to become more cost-

effective in Data Center

. Operations and to maximize thoroughness and accuracy of the services

provided

. Worked as a Web developer for internal Accenture web applications. The

applications provided capability to perform Evaluations for Global

based Accenture Employees

. Design and develop Active Server Pages (ASP) using HTML and Visual

Interdev

. Define requirements, Develop and review detailed design. Design and

develop Database Tables.

. Create component definitions and component test plans using Business

Integration Methodology. Involved in data validations using VB Script

and Java Script. Used Visual Source Safe for Version Control

. Plan and perform Component Tests and Integration testing, user

acceptance testing, conversion and implementation

AWARDS, ACHIEVEMENTS AND Training

GOLD STAR EMPLOYEE AWARD AT FIDELITY NATIONAL INFORMATION SERVICES (CLIENT

ACCENTURE)

Dale Carnegie Training in Client Relationship Management

Book Award at Dale Carnegie

AT&T Managing Program Financials

AT&T Risk Management for IT

AT&T PRISM Project Management

AT&T IT Unified Process and Tools

Microsoft Web Development Training

EDUCATION

MASTER IN ANALYTICAL CHEMISTRY

University of Mumbai, Mumbai, India

Bachelor of Science

University of Mumbai, Mumbai, India

Bachelor of Education

University of Mumbai, Mumbai, India

ACTIVITIES

ZUMBA AND BOLLYWOOD FITNESS INSTRUCTOR

CPR/ AED Certified at American Red Cross

WORK STATUS

U.S. CITIZEN

REferences

REFERENCES MAY BE PROVIDED UPON REQUEST

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