Project Management, Program Manager, Data Management

Ashwin Nandkumar

Cell Phone: 201-***-****

Email: ********@*****.***

PROFESSIONAL SUMMARY

Project Management, Relationship Management, Technology Liaison, Business Development with over 14 years’ experience in the financial advisory services and banking industry.

Excellent people, communication, management, teamwork, leadership and negotiation skills

Experienced in interactions with senior management, external and internal customers, strong business acumen, experience with excel, project management, process ownership and process improvement

WORK HISTORY

CITI April 2017 – Present

Project Manager (Vice President - Data Governance Office)

Responsible for overall program management using agile methodologies of the DQE Feeder automation program for regulatory reporting

Defined scope, stakeholders, milestones, risks and issues

Worked with BAs and tech teams to develop and review BRDs and FRDs and built processes to track and resolve defects and issues. Created and maintained documentation supporting all areas of the project

Presented bi-weekly status updates to senior management

Analyzed and solutioned data quality issues to ensure accurate regulatory reporting

Responsible for drafting user stories and maintaining burn down charts.

Developed project schedules, resource plans, estimates and detailed work plans

Assisted in project deployment activities.

Led the Issue Management & Resolution program to track and resolve all data quality defects and held weekly status meetings

Acted as scrum master for several projects simultaneously leading several scrum meetings & sprints

JP MORGAN CHASE July 2015 – December 2016

Program Manager (Vice President - Corporate Investment Bank Controls & Regulatory Change PM (Change Management, Regulatory Reporting Projects & Controls)

Led the FDIC OLA Record Keeping project (one of the 5 largest projects for the Corporate Investment Bank)

Defined scope, stakeholders, milestones, risks and issues

Responsible for drafting project plan and business requirements

Responsible for creating and maintaining documentation supporting all areas of the project.

Developed project schedules, resource plans, estimates and detailed work plans, ran scrum meetings & sprints, maintained burn down charts.

Managed communication of status updates to stakeholders and senior management (CFOs, LOB leads, Controllers, heads of Legal, Compliance, Technology, Operations)

Partnered with stakeholders to provide guidance and analysis, helping identify and escalate issues, risks, dependencies and facilitating communication across teams

Responsible for working with multiple asset classes across the bank and systems in order to source and integrate data

Developed presentation decks and responsible for presenting the project to Senior Management

Managed junior resources on the team

Worked closely with technology in the testing and execution of the project

MORGAN STANLEY October 2012 – May 2015

Vice President (Project Management Office/ Regulatory Reporting – Financial Control Group)

Worked closely with legal entity controllers and led a team of technology consultants in the automation of the Y9C, 041 Call report, FR 2900, 009, SHCA, SHLA, FFIEC 101, Y11, 2314 and Pillar 3 reports in Axiom

Worked closely with IT development staff to perform analysis on project timelines and schedules.

Successfully completed projects from original concept through implementation

Reviewed documentation to understand business requirements, testing requirements, test environment and objectives

Ashwin Nandkumar

Responsible for the development and execution of test plans, test strategy, test scripts, testing solutions, defect tracking using QC and ALM tools.

Conducted and coordinated testing and re-testing in Axiom. Reviewed accuracy of mapping, aggregation and portfolio logic. Experienced with programming knowledge, testing and coding in Axiom

Worked closely with Legal entity controllers to determine data accuracy and process requirements

Collaborated with end users to understand requirements and functionality and to assist with testing

Managed the entire AXIOM automation project through initiation, development, testing and implementation. Involved coordination and collaboration with legal entity controllers, IT, AXIOM vendors, end users, credit and finance team. Handled large amounts of data to ensure accurate data integrity, data management

CBIZ Valuation Group, LLC November 2011 – October 2012

Relationship Manager – Northeast US

In charge of project management including gathering requirements, documenting data, planning, scheduling, status reports, risk management, budgeting and serving as an SME

Led a team of associates in performing client related tasks and successful completion of projects

Oversaw monthly reporting of sales leads, proposals and results

Developed budgets and sales targets for the team

Client interactions - primarily with CPAs, Attorneys, Banks, CFOs, CEOs and Controllers

Responsible for business and new client development, marketing, relationship management for financial services for the Northeast US region

PCE Companies August 2010 – February 2011

Valuation Principal

Responsible for overall project management including gathering requirements, documenting data, defining timelines for various tasks, progressive status meetings with management and stakeholders, managing and allocating project budgets, reviewing results prior to final submission of project to client

In depth financial analysis, modeling, budgeting and forecasting using Excel

Client interactions with CPAs, Attorneys, Banks, CFOs, Board of Directors, CEOs & Controllers

Responsible for business and new client development, relationship management for financial services

Developed marketing plans, budgets and market research in association with practice leaders to increase revenue generation. Accomplished this through print, web and interaction with associations and professionals

Marshall & Stevens, Inc.

Vice President – Southeast US March 2006 - July 2010

In charge of marketing & sales, client relationship, overall project management, budgeting, forecasting, reporting and strategic planning for Southeast US

Managed two offices and a team of twenty individuals in the successful implementation and completion of all projects in a timely manner.

Acted as a liaison between clients and technical analysts to coordinate requirements and track progress to ensure a timely deliverable. Served as a Subject Matter Expert (SME) on all engagements, Responsible for reviewing final deliverables prior to client presentation

Developed processes, controls & procedures and process improvement to increase bottom line by 10%

Marketed to businesses, CPAs, Attorneys, Banks, CFOs, CEOs and Controllers, Board of Directors

Generated over $1 million in sales

Responsible for recruitment and management of the business development team

Deloitte & Touché, LLP. February 2005 - March 2006

Senior Financial Analyst

As a technical lead, performed valuation analyses for numerous power generation facilities, electricity transmission and distribution networks, companies in the household consumables industry

Gathered Requirements and analyzed tasks to satisfy client needs

Ensured timely deliverables. Responsible for reviewing junior analysts’ financial analysis and reports

Selected as lead on a law firm target team. Led the marketing team to target estate & gift tax planning

Ashwin Nandkumar

Marshall & Stevens, Inc. August 2002 - Feb 2005

Financial Analyst

Valuation of assets, financial instruments including stocks and derivatives, ASC 805 and 350 valuations, ESOP and FLPs

Responsible for research and writing of valuation reports

Interacted with clients and performed site visits to understand their business, requirements, timelines and budgets

EDUCATION

Master’s in Business Administration, Graduation date: July 2002

University of South Florida, Tampa, Florida

Specialization in International Business, Finance and Information Systems

Bachelors in Chemical Engineering, University of Bombay, India

SKILLS

Database Management: MS Access and SQL

Advanced skills in MS Word, PowerPoint, Excel, Adobe Photoshop, MS Project

Experienced with CRM systems, Salesforce.com, IBM COGNOS, Bloomberg, Capital IQ, RFP Life Cycle

Contractual management, customer relationship management, vendor management & negotiation skills

Ability to drive change and change management skills

Familiar with SAS70, FASB standards & IFRS

Financial statement preparation, forecasting & budgeting experience

AXIOM development and testing, QC, ALM

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