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Project Manager

New York City, New York, United States
June 13, 2018

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Over ** years of experience in the Full Project lifecycle i.e. planning, analysis, design, development, testing & implementation & employed the best practices in business requirements acquiring techniques using Agile Metholodology.

Domain Experience: Financial Services, Oil& Gas, Retail, Telecommunications and Manufacturing

Extensive experience in interacting with Clients/End Users for requirement gathering.

Hands on experience in creating requirements and establish traceability matrix among different kinds of requirements.

Excellent interpersonal, written, presentation and oral communication skills. Self directed, disciplined, flexible and confident, ready for new responsibilities.

Experienced in managing both low and high-severity incidents across the entire incident life-cycle in accordance with availability, resolution and restoration SLAs.

Always worked towards continuous improvement of process and procedures.

Escalated and communicated in a timely fashion the status of major incidents and problems with IT and business stakeholders including executive management.

Team builder with strong leadership qualities. Demonstrated initiative, drive, and ability to manage multiple priorities throughout academic and professional term.

Exceptional Communication, Interpersonal, Analytical and Presentation skills.


Software/Applications: MS-Access, Excel, Visio, Crystal report, Outlook, SAP

SD/CRM, SAP FICO, PowerPoint, Baan, sales force, Ariba, SharePoint

Analysis Tools: IBM Requisite Pro


Bachelor’s Degree – Information Systems and Management

University of Maryland (2005)


United States of America


CCSK, ISO 27000, ITIL V3 Foundation, Hedge Fund Operation Risk and Due Diligence, AML Foundations, Certified Scrum Master


Financial Business Analyst/Project Manager (07/2017-Present)

Evercore is a premier independent investment banking advisory firm. Evercore’s Investment Banking business advises its clients on mergers and acquisitions, divestitures, restructurings, financings, public offerings, private placements and other strategic transactions and also provides institutional investors with macro and fundamental equity research, sales and trading execution. Evercore’s Investment Management business comprises wealth management, institutional asset management and private equity investing.

Created a SharePoint Application for Private Capital advisory team to parse and report on the group’s data repository. The data used by PCA (Private Capital Advisory) works across most private asset classes by providing liquidity services to institutional investors and large corporate groups

Created an application for the Compliance team that accepts as input the trade activity from Alpha Capture System and matches it against feeds from Blue Matrix, Fidessa, Two Sigma and Marshall Wace to generate an exception report (Match comparison fields, Current Rating, Rating Changes)

Created a data structure taking in various data feeds of different content types: Thomson Reuters (Investors – funds, holdings/positions over time), FactSet (transactions (deals), financials (performance metrics over time), research projections (estimates over time), market (share price, volume, short interest, etc. over time)

Partnered with the business users, internal systems team and external vendors in documenting requirements

Initiated and managed business process reviews and workflow changes, working with end users, vendors and technology when applicable

Analyzed data to help support business requirement gathering and data quality

Provide daily support to end users including managing issue resolution (Thomson Reuter and FactSet) and performing root cause analysis. Proactively identified areas for improvement and introduce innovative recommendations, factoring in customer needs, external approaches, data analytics, as well as industry best practices

Keep abreast of industry initiatives and market trends that impact the business to continue to improve efficiencies

Managed project task responsibilities, including identification of project risks and conducting user training, generating training requirements documentation

Service Transition Manager/Project Manager/Business Analyst at IPC Systems (02/2013-06/2017)

(Managed Services – Global Program Management)

Key Projects - Bank of America, Swiss Re, RBC, TD Bank, Bank for International Settlements, National Bank of Canada, BLACKROCK, LLOYDS Banking Group, Canadian Imperial Bank of Commerce, Morgan Stanley, MACQUARIE, NOMURA, NATIXIS Capital Markets

IPC Systems, Inc. creates trading communication systems that deliver innovative trading technologies and connectivity solutions to financial market participants. IPC is passionately committed to providing essential and seamlessly aligned communication systems that enable the business of the trading and brokering community – however, wherever and whenever trading takes place.

Gathered business requirements, specifications, worked with programmers in data extraction and provided project status (using for projects related to Trader Surveillance IT in Capital Markets Group, specifically FI Derivatives.

Implemented and controlled testing of the ISO27000 controls within the account as per the framework requirements.

Performed compliance testing in accordance with audit standards within ISO27000 framework

Actively managed ISO framework documents, tested internal controls as per standards, design documentation and test of operating effectiveness of IT controls.

Assisted in development of Pre and Post Sales procedures and business practices.

Exceled as liaison between the trading desk and developers to expose informational, analytical, and workflow-optimizing needs.

Reviewed Suspicious Activity Reports on a daily basis while ensuring compliance with federal regulations.

Performed Enhanced Due Diligence on customer’s deemed high risk, and suggested account restrictions and/or account closures based on risk to the institution.

Facilitated Daily scrum meetings, spring planning, spring review, and spring retrospective.

Worked with Product owner On Artifacts Such as Product Backlog, Spring Backlog, Sprint Burndown

Facilitated Scrum of Scrums for offshore Scrum teams in US states, London and Singapore

Managed projects in both Agile and Waterfall development environments.

Kept the team together all the time to ensure successful sprints.

Created Business requirements document for Bank of America Merrill loan syndication team and functional requirement document for the technical team. Created use case diagrams and user manual, capturing screenshots for users to better understand the application.

Implemented IPC trading communication (Unigy) platform to provide trading firms the key capabilities they need across the entire trading lifecycle and workflow by delivering tools that allow the traders to manage call, speaker, contact and directories directly from a PC.

Utilized Nice Actimize Enterprise Risk Case Manager to better manage and mitigate organizational risk by centralizing and correlating data and activities from across the enterprise into a single interface, turning multiple flows of information into actionable intelligence.

Leveraged NICE Communication Surveillance Observe Module, to monitor all communications with potential compliance risks in real time, comparison with prior risk communications and pattern recognition algorithm


OTC’s Reporting – Provided the competent authority with a complete breakdown of the positions of any or all market members or participants, upon request

Supported Trading floors with Dodd Frank call recording, reporting initiative

Ensured that all established and approved customer processes (i.e. change control) are adhered to.

Responsible for development of ITIL based enterprise problem management policies, processes, targeted communication approach and escalation strategy

Assessed, planned Change Management process. Represented weekly Change Advisory Board (CAB) meeting and facilitated stakeholder analysis & impact assessment

Business Analyst at VeriFone (07/ 2012-11/ 2012)

VeriFone, Inc. is an international producer and designer of electronic payment solutions. Its principal product lines have included point of sale, merchant-operated, consumer-facing and self-service payment systems for multiple industries, notably financial, retail, hospitality, petroleum, government and healthcare markets.

Worked in cross-functional teams across marketing, product development and product delivery to shepherd world-class mobile solutions into the market.

Acted as the primary liaison between the Business Units, Information Technology (IT) and 3rd party vendors.

Demonstrated skills in interviewing business units, stakeholders and technical leaders to gather and clarify business requirements.

Analyzed corporate business processes to develop customized solutions to reduce costs, increase revenue and maximize profit.

Led planning meetings, JAD sessions (Joint Application Design), analysis development and other project meetings throughout product life cycle.

Conducted interviews and developed business cases to implement process changes, create training material, and instructed clients on new processes and procedures.

Managed direct relationship with third party vendors and offshore development teams, created communication channel, and project’s review for management.

Business Analyst at Chevron (04/2012 – 07/2012)

American multinational energy corporation active in more than 180 countries, It is engaged in every aspect of the oil, gas, and geothermal energy industries, including exploration and production; refining, marketing and transport; chemicals manufacturing and sales; and power generation.

Managed the transition of supply chain operations from Ariba to Sharepoint

Planned and procured all imported raw materials, local raw materials, packaging materials and services

related to logistics

Optimized inventory control processes and inventory levels with the implementation of a parts planning


Collected requirements using Interviews, Requirements workshops, Business Process Descriptions, Use

cases, Scenarios, Task and Workflow analysis

Critically evaluated information gathered from multiple sources, reconcile conflicts, decompose high-

level information into details, abstract up from low-level information to a general understanding, and

distinguish user requests from the underlying true needs.

Served as the conduit between the customer community (internal and external customers) and the

software development team through which requirements flows

Business Analyst at Puratos Corporation (08/2010 – 03/2012)

Puratos is an international group with a full range of innovative products and application expertise in the bakery, patisserie and chocolate sectors. Products and services are available in more than 100 countries around the world, and in many cases actually produced there by our subsidiaries.

Led the business unit's SOP (sales/operations planning) process that drove manufacturing plans (production, capacity and inventory plans), sales plans (forecasting, bookings and shipments), sourcing plans (raw materials), financial plans (budgeting & financial outlooks) and impact/contingency analysis

Developed strong analytical and presentation skills as a key member of the group responsible to develop, assemble and present the business unit's quarterly and annual status/progress updates to divisional and corporate management

Key member of effort to introduce a MRP (Material Requirements Planning) system and concepts into the organization while successfully leading the effort to centralize production planning/scheduling, sales forecasting, and the replenishment/distribution processes

SME on various initiatives for both deployment and strategic plans for multiple BU’s.

Participated in meetings and communicated to all levels in a logical, concise complete manner.

Gathered user requirements in relation to controlling, recording and monitoring manufacturing activities.

Participated in meetings for process improvement discussions with the manufacturing, engineering and quality business partners

Well demonstrated knowledge seeking across IT organizational boundaries in the performance of daily work

Participated in functional requirement sessions with business and IT teams

Created and documented training materials to end users

Business Analyst at Chevron (07/2007- 04/2010)

American multinational energy corporation active in more than 180 countries, It is engaged in every aspect of the oil, gas, and geothermal energy industries, including exploration and production; refining, marketing and transport; chemicals manufacturing and sales; and power generation.

Directed the efforts required for material acquisition, including supplier selection, purchase order processing, expediting, and warehousing.

Gathered requirements in JAD sessions, analyzed, and documented Business requirements based on the analysis of credit card processing workflow model.

Interacted with various cross-functional teams on building business Use Cases, and understanding expenses and revenue stream.

Interacted with developers, discussing the specifications provided by the Analysts and also the changes and the inconsistency in the application.

Involved in gathering user requirements, coordinating business meetings, and generating monthly status reports etc.

Created Use case scenarios and writing use cases as per the specifications and requirements Analysis.

Managed software requirements using Requisite Pro tool. Created Stakeholders and User requirement types, added attributes, and established traceability matrix.

Business Analyst at Newspaper Association of America (NAA) (08/2006 - 06/2007)

The Newspaper Association of America is a trade association representing approximately 2000 newspapers in the United States and Canada. Member newspapers represented by the NAA include large daily papers, non-daily and small-market publications, as well as digital and multiplatform products

Conducted user interviews, gathered requirements in JAD sessions, analyzed, and documented Business requirements based on the analysis of credit card processing workflow model.

Analyzed business requirements and segregated them into high level and low level Use Cases, activity diagrams / State Chart Diagrams using Microsoft Visio, thus defining the Data Process Models

Prepared Workflow diagrams to analyze AS IS and TO BE scenarios, designed new process flows and documented the business process and various business scenarios.

Prepared quarterly forecasts, annual budget, and management reporting to offer management a bigger picture of project status and upcoming milestones.

Assisted in bug management and risk analysis of the bugs in the system.

Participated in the bug review meetings, updated requirement document as per business user feedback and change in functionality of the application.

Assisted client in developing content and training materials, recommended enhancements and identified new business requirements.

Business Analyst at Sprint/Nextel (01/2006 - 7/2006)

Sprint Nextel offers a comprehensive range of wireless and wire line communications services bringing the freedom of mobility to consumers, businesses and government users. Sprint Nextel served more than 48 million customers and is widely recognized for developing, engineering and deploying innovative technologies

Responsible for working with internal and external teams to define, implement and support their project initiatives through Salesforce, as well as create standardized and ad hoc reports in Salesforce to meet operational requirements.

Involved in a range of Salesforce related activities including assessing customer needs, setup of business, processes/workflows, developing functional requirements

Responsibilities included interviewing stakeholders (subject matter experts, state representatives from Executive Office to manage and map business requirements, performed gap analysis, risk assessment, modifications, and design specification mapping.

Extracted activity sequencing, inputs, outputs, interface relationship and data elements and create user flows for ”TO BE” systems based on functional areas.

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