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Project Manager Management

Toronto, Ontario, Canada
August 15, 2018

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Shobhit Jaiswal, MBA, PMP, CSM **, Isabella Street, Toronto Email: +1-647-***-****


Seasoned Project Manager with 9 years’ experience in banking, insurance and technology

Competent in driving waterfall and agile projects tailored to business needs, including, IT deployment, process transformation, management consulting, process improvement, change management, automation etc.

Experience in Robotics Process Automation (RPA) deployment through UiPath and Blue Prism and helped 2 of the Fortune 500 companies to reduce their operating costs ($1.3M hard savings) and improve accuracy and turn-around timelines

Experience in managing multiple projects concurrently working with cross geographic teams in a matrix structure

Adept at understanding client’s goals and vision, creating Statement of work (SOW), business case/project charter, RFP, converting into project requirements and breaking them into tangible and actionable deliverables for the development team

Experience in leading a large team (30+ developers and 6+ business analysts) without direct authority; defining collective success criteria as well as individual performance metrics amidst complex and ambiguous environments

Effective communicator, good at managing stakeholders and winning their trust through ownership and accountability

Skilled problem solver with analytical and result oriented approach coupled with effective leadership and influencing skills

Basic understanding of analytics tools (Hadoop, R, Python, SAS) and AI techniques (NLP, virtual agent, text analytics)

Proficient in MS Project, Lotus Notes, Jira, Rational Portfolio Manager, Visio, Sharepoint, SQL, Access, Excel, Word, PowerPoint


Project Management (PMI) Agile / Scrum methodology Robotics Process Automation

Business Analysis Process Improvement / Re-engineering Stakeholder Management

Change Management Risk mitigation and issue management Budgeting / Forecasting

EDUCATION (Equivalent to Masters in Canada as per WES assessment)

MBA (Masters in Business Administration) Management Development Institute (MDI) 2010-2012

Bachelor of Engineering Netaji Subhas Institute of Technology (NSIT) 2003-2007


Certified PMP® Project Management Professional (PMI – USA) Certified Scrum Master CSM (Scrum Alliance)

Certified Prince2® Practitioner (AXELOS – UK) Trained in PMI ACP frameworks (Scrum, Kanban, Lean, XP, TDD)

Certified in Data science with SAS, Python, and R Certified Lean Six Sigma Black Belt professional


UnitedHealth Group (American managed health care company, Fortune 500) 2 years

Project Manager/Scrum Master, PMO, Advanced Research & Analytics Group Permanent role from July’16 – May’18

Role and responsibilities :

Sported multiple hats (project manager, scrum master, business analyst) in the centralized PMO in Analytics group, managed and controlled complex and large scale IT projects

Identified and removed any impediments/distractions to improve the team's ability and efficiency

Spearheaded team meetings (daily huddles, planning, retrospectives, estimations, WBS creations, risk evaluations etc) for monitoring project progress, de-bottlenecking and timely reporting to leadership

Led projects across the lifecycle (initiation, planning, execution, monitoring & controlling, and closure), managed RAIDS log (mitigating risks, dependencies, resolving issues) and documented the lessons learned

Communicated project results/benefits to stakeholders, gathered business needs and added customized solutions to pipeline

Guided the team by embodying facilitating project ceremonies and supporting a culture of continuous improvement

Representative projects delivered in UnitedHealth Group :

Process transformation and IT deployment – Organization-wide process transformation and Robotics Process Automation (RPA) initiative to reduce operating costs

Increased team effectiveness by identifying and removing impediments, supporting the team, and encouraging practices in accordance with project management principles

Hosted steering committee & design authorities to prioritize roadmap & projects, perform gate reviews & convince stakeholders

Created process suitability matrix to be used as a reference across the organization (guidelines to identify processes based on factors like, repetitiveness, manual, structured inputs, volume, complexity, change frequency, savings etc.)

Facilitated the team in deploying RPA in back-end operations across mainframes, java, web services, .Net based systems; working with a cross trained scrum team of developers and business analysts

Identified 61 FTEs reduction opportunities and delivered 23 FTEs savings till my tenure in the organization

Virtual auditing program – Big Data, Hadoop based auditor designed to help businesses across the 4 key lines of business to improve their claim processing accuracy; saved $140 M through remediating 200k+ defects per annum)

Identified new areas of deployments across the claim processing lifecycles – auto adjudication(system processing), manual processing, rework, benefit configuration, appeals and grievances leading to incremental saving of $850k within first 6 months

Expanded the scope multi-fold (by enhancing business penetration, improvising data ingestion and aggregation methodology, managing offshoring restrictions and improving stakeholder management), leading to incremental saving of $ 23 MM

Engaged with the team and technical SMEs to identify technical debt risks and developed approaches to remediate

Designed road maps to onboard customers to IT infrastructure through data sqooping/data feeds/screen scraping via virtual machines

Designed a scorecard to capture key performance indicators (product’s health across businesses) for status reporting

Recognition / Highlights

Received Bravo! recognition for value-adding collaboration from Sr Director, Advanced Research & Analytics (May’18)

Received LIVE (Leadership Initiative and Value-added Endeavor) award in Nov’17 from COO, UHG for increasing benefits (overpayment avoidance) in one of the lines of business from $50k in 2015 to $11.7 M in 2017

Received Bravo! recognition (April ’17) for contributions to an operational excellence, leading to a saving of $518 k

Received Employee of the quarter (Q2 ’17) for excellence in managing the virtual auditor product ‘SEAL’

Barclays (British multinational bank and financial services company, Fortune 500) 4.5 years

Consultant, Global Business Transformation Team / Lean Centre of Excellence Permanent role from Mar ’12 to July ’16

Role and responsibilities :

Delivered projects in retail & corporate banking, wealth management, credit cards, payment insurance, and HR in waterfall and agile methodologies

Contributed in end-to-end project lifecycle from ideation, creating requirements, maintaining backlog, prioritization, execution, data analysis working in PMP and Agile frameworks

Developed project baselines with respect to scope, cost, schedule, and quality; managed resource deployment, budgets, forecasts, legal and quality compliance to ensure satisfactory execution and keep variations from baselines under control

Monitored and ensured customer delivery during the transition period and ensured adherence to the quality norms

Led business transformation and process improvement projects in back office processes (both voice and data)

Representative Projects delivered in Barclays:

Payment Acceptance Re-engineering Project – Regulatory mandate in Barclaycard Global Payment Acceptance to become compliant to UK payment council & BACS mandate to fulfill ‘Account Switching Guarantee’ provisions

Mapped the existing processes, data sources, gathered business and user requirements, performed risk analysis, recognized the gaps, designed to-be process, data referencing requirements

Analyzed feasibility, defined the statement of work, designed standard operating procedures, established TOM (Target Operating Model), resourcing requirements, right-shoring and automation opportunities

Designed the flow of information across multiple channels like BACS, Darwin & CAMS (Mainframes core applications), CDI (Barclays – Barclaycard information exchange) etc. to ensure smooth communication across platforms

Managed the project through an incremental and adaptive methodology to reduce the change impact to the business leading to smooth adoption of new process

Deployed application changes in the core platform as strategic solution leading to a benefit of c500k GBP annually

Worked with multiple geography teams across technology, risk & governance, legal, change management, and transitions

Holistic customer data management (HCDM) program (Project manager role in ‘Total Customer View’, ‘Integrated Multi- channel Customer Correspondence’, and ‘One KYC’ projects within this program) – The objective of the program was to integrate the customer information across Retail & Corporate Banking, Wealth Management, Investment Banking, and Barclaycard (credit cards)

Facilitated interviews, brainstorming sessions, focus groups across the wealth management business (sponsors, business owners, subject matter experts, project team and other stakeholders) to elicit/document requirements and analyze and approve customized recommendations

Created As-is (current state) and To-be (future state) business process maps and value streams

Mapped the data fields of different platforms (core banking systems, online banking, contact center / telephony systems, credit card systems, risk management systems, etc.) to create a data dictionary

Worked with architects to design the relational databases in IBM MDM (Master Data Management) to create unified data repository to enable ‘Once and done’ concept (replicate updates/modifications in customer information across the systems in one go)

Designed the modifications required in the online banking user interface enabling customers to access their data across the products leading to increased user experience

Improvised the multiple isolated customer communications (emails and letters) generated from various functions to provide them with a consolidated view of their relationship with Barclays leading to cost saving of GBP 800k

Liaised across multiple teams (business owners, SMEs, quality, risk, finance, IT, and project team) to facilitate progress, identify risks and manage issues & dependencies

Improved customer targeting and segmentation by providing enhanced customer insights to different departments

Recognition / Highlights

Enlisted into the Barclays Wall of Fame for being a role model for ‘Barclays value of Service’ in 2015

Recognized with Star Performance Award, for excellence in managing assignments in H2-13

Acknowledged with Galaxy Award for Project-Payment Acceptance Reengineering in Q2, 2013

IBM 2.5 years

Application Programmer (Software Engineer), Financial Data Warehouse team Permanent role from Dec’07-Jun’10


Performed activities across SDLC (software development life cycle) like impact analysis, requirements documentation, preparing Functional Design Document, Technical Design Document, software development/coding, testing and deployment

Developed and improvised various financial ledger modules through Mainframe (JCL, COBOL, PL1, DB2 SQL) to enable IBM respond to various changes in the US and international financial regulations (GAAP and IFRS)

Migrated Cobol Code Libraries (3000 programs) to a newer IBM version in 2009-10, successful delivery with 0 defects

Performed interfacing between mainframe back-end system and front end user interface (Java based GUI)

Certified IBM 700 DB2 SQL Database Associate (2008) and IBM 702 DB2 SQL Database Administrator (2009)

Received IBM Bravo Award for excellent performance in Cobol migration project from the MD, IBM in 2010

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