SHUBHAM AGARWAL, PMP, MBA
Jersey City, NJ, ***.*****@*****.***, +1-617-***-****
SUMMARY
• PMP, MBA and Six Sigma Green Belt certified Project/Program Manager/Business Analyst with 13+ years of experience in leading all phases of diverse technology projects
• Plan and manage multi-million dollar projects aligning business goals with technology solutions
• Establish and maintain relationships with different internal teams (business, IT, finance, operations)
• Experience with Waterfall and Agile project management methodologies
• Expertise in coordinating projects across diverse teams and resources to complete objectives CERTIFICATIONS
• Project Management Professional (PMP) from PMI
• Six Sigma Green Belt certified by Tata Consultancy Services & General Electric EDUCATION
• MBA in International Finance from Brandeis University, Waltham, MA in 2010
• Bachelor of Engineering from Birla Institute of Technology, Ranchi, India in 2004 HIGHLIGHTS
Project Management Business and Analysis Team Management Requirements Gathering Testing/QA/Rollout/Support Change Management Resource Planning Cross Functional Supervision Collaborative Leader Budgeting and Scheduling Database Design Data Analysis Business Process Improvement Implementation Regulatory Reporting TECHNICAL SKILLS
Tools: Clarity, JIRA, SharePoint, HP ALM, Quality Center, TOAD, DB Artisan, iRise Studio, Win SCP, PL/SQL Developer, Snagit, MS Office Suite (Outlook, Word, Excel, PowerPoint, Visio, Project) Enterprise Applications: Oracle Siebel CRM, Oracle Apps 11i E-Business Suite Databases: Oracle
Programming Languages: SQL, PL/SQL
EXPERTISE
• Strong experience with all phases of Software Development Life Cycle (SDLC) with Waterfall and Agile (SCRUM) project management methodologies.
• Manage IT projects end to end – including budgeting, forecasting, resource allocations, hiring and onboarding, requirements gathering, design, testing, implementation and support.
• Experience in preparing Weekly/Monthly Status Reports (RAG status) for Senior Management.
• Experience in managing medium to large size projects and teams spread across multiple time zones and geographies (Onshore-Offshore model).
• Experience in creating efficient and effective Business Requirement Documents (BRD), Functional Specification Documents (FSD) and User Stories
• Experience working with huge volumes of data and performing Data Analysis for Data Quality/Data Validation using SQL queries and Excel.
• Experience in supporting User Acceptance Testing (UAT). Proficient in preparing Test Cases.
• Excellent in performing Gap Analysis by analyzing the “AS IS” and “TO BE” processes. PROFESSIONAL EXPERIENCE
J P MORGAN CHASE, New York, NY June 2012-Present
Vice President – BA/PM, Risk Reporting and Data Management From June’17 – Present: Risk Architecture – Business Banking (sub-LOB in CCB)
• Subject Matter Expert (SME) on the Business Banking (BB) Risk Reporting and Data Management team for the RiskAnalyst decommission project
• Document Business Requirements and work with technology team to translate business requirements into User Stories
• Lead the RiskAnalyst decommission project for Business Banking, sub-LOB within Consumer
& Community Banking (CCB), and develop strategy for data cleanup, migration and onboarding to the new platform
• Partner with multiple business, operations and technology teams like Underwriting, Spreading, and IT to drive the roadmap for RiskAnalyst migration
• Support CCAR Schedule H reporting by providing financials for Business Banking clients
• Perform monthly reconciliations between BB systems and CRI (Credit Risk Infrastructure)
• Perform adhoc data analysis and generate reports to enable business make informed decisions From Aug’15-June’17: Business Analyst – Commercial Banking
• Lead Business Analyst/Project Manager for two applications within Commercial Bank Technology:
1. Regulatory Reporting Data Delivery (R2D2) - single platform for Commercial Bank to manage the Quarterly CCAR (Comprehensive Capital Analysis & Review) Reporting for C&I and CRE portfolios. This application has 700+ users. 2. RiskAnalyst – the largest single repository of private company client financial data
(financial spreading) in the firm. This application has 1100+ users.
• Responsible for Application Risk Classification (ARC) assessments, security breaks (static scans, dynamic scans) in IT Risk Central (ITRC), remediation of web vulnerabilities etc.
• Responsible for budget estimates, forecasting of resources in Clarity, hiring/screening/interviewing and onboarding resources, and developing multi-year roadmaps.
• Manage Releases and Sprints – prioritization of business requirements, estimations, scoping, requirements gathering, creating Functional Specification Documents (FSDs), working with development team on communicating requirements, testing, supporting UAT, production deployment planning, and providing application support.
• Managed several crucial projects end-to-end like - building a Leveraged Finance module in R2D2 for quarterly regulatory reporting, designing and implementing RiskAnalyst statements selection explanation function in R2D2, and implementing CRE and C&I Regulatory validations.
• Perform data analysis in database using SQL queries and produce adhoc reports as required From June’12-July’15: Business Analyst – Risk & Finance Technology
• Lead Business Analyst/Project Manager for the Risk and Finance Technology (RFT) Data Acquisition Platform within Credit Risk Infrastructure (CRI)
• Lead and manage the business requirements and deliverables for Adjustments functions (manual adjustments, manual uploads, error corrections) for the RFT Operations Portal for Risk and Finance convergence Common Framework platform.
• Lead strategic initiatives for BASEL I/II/III/2.5 regulatory requirements for OTC, AFSHTM, Securitizations, TCP and REPO.
• Manage and Support monthly adjustments for missing risk/financial reporting.
• Budget planning based on the annual Book of Work from several Lines of Businesses (LOBs).
• Manage quarterly releases end to end right from initiation, planning, budgeting, scoping, resourcing, scheduling, requirements, build, QA, UAT, production deployment and support.
• Lead Business Analyst for Reference Data Repository Table Maintenance (RDR TM) tool. RAGE FRAMEWORKS, Westwood, MA Feb 2012-June 2012
Business Analyst
• Business Analyst for American Express Merchant Financing platform
• Provide 1st line of support to the user population via phone as well as service requests.
• Gather business requirements for monthly releases/sprints and translate into clear and concise functional specifications.
• Work in large cross functional global teams - Offshore-Onsite model and facilitate smooth delivery of project deliverables.
• Conduct high level process analysis and identifying critical change opportunities.
• Build process flows, user requirements, functional requirements, use cases, UI mock-ups, and conceptual data diagrams.
• Design dashboards for Sales Managers and Sales Closers in order to provide a holistic view of their work queue in terms of number of merchant TOCs (top of chain) by product, by stage, by amount, by age etc.
• Provide reporting capabilities to American Express senior management. PARAMETRIC TECHNOLOGY CORPORATION, Needham, MA August 2010-Feb 2012 Business Analyst, IT Business Systems – Business Continuity Team
• Lead Business Analyst for the Siebel CRM 8.0.0.9 application.
• Manage quarterly releases end to end from scoping, prioritization, resource allocation, scheduling, requirement gathering, functional designs, development, system testing, UAT, production roll out and support.
• Manage production support for the Siebel CRM Sales, Marketing, PRM Manager and PRM Portal (partner portal) Applications.
• Assist Project Managers in PMO office with change management and process improvements.
• Comply with Sarbanes–Oxley (SOX) act at all times.
• Document Business Requirements:
o Plan, coordinate and facilitate meetings with the appropriate subject matter experts and stakeholders to define requirements
o Define and document business processes, including current and future state diagrams. o Produce high quality detailed business requirements and functional specifications which will be used to guide the development team.
• Perform Testing:
o Liaison with business users to create and finalize test plans and strategy o Support business users during Business User Acceptance Testing (UAT) phase o Help coordinate and facilitate End User training sessions and developing training materials
• Provide support during business peaks e.g. quarter ends and year end
• Lead and facilitate various application patches.
• Support Siebel CRM application in DEV, TEST, QA, and Production environments SAVINGS BANK LIFE INSURANCE, Woburn, MA June 2009-May 2010 Research Analyst Intern, Information Technology
Project: Streamline Application Process Lifecycle – 2010 Project The goal of this project was to analyze, map out the current process and redesign a process to reduce the cycle time of issuing a policy from 45 days to 30days. Responsibilities:
• Working closely with the IT, Sales, Marketing, Operations & Finance teams to analyze current process and design new process map.
• Facilitating and coordinating weekly meetings to drive and monitor the project status.
• Maintaining daily status of change items, daily/weekly status meeting with VP of IT and CIO.
• Coordinating with the QA team for testing of code fixes and sign offs. Project: Changing 1099 Tax Reporting process
This project was aimed at researching the various vendors and products available in the marketplace that provide printing, mailing and e-filing tax information to IRS and recommend a vendor that could provide the services as per SBLI’s business needs. Most of the vendors considered were designated IRS quality suppliers and listed on the IRS website but some other vendors were considered as well. Responsibilities:
• Document SBLI’s business needs and expectations from the 1099 reporting software vendor/product
• Evaluate costs associated with the current product with in house printing and mailing and forecast expenses in future
• Get pricing and contract details from various vendors
• Prepare a business case and make recommendation to senior management Project: Content Management for Company website
Provide a solution to put company website on a content management platform for effective marketing and sales. Obtain information from policy holders and leads about what would they like to see on the website when they try to get a quote. Maintain the website to attract more leads and convert them to paid business.
Responsibilities:
• Work with Sales and Marketing teams to define the content required on company’s website
• Defining company’s business needs
• Gathering requirements through interviews and meetings with Marketing and IT teams
• Preparing business case to present to VP of Marketing
• Researching CRM software and services available in the market place.
• Working with IT to identify what resources in terms of hardware, software and people required for migration to a new platform
TATA CONSULTANCY SERVICES, Albany, NY & Mumbai, India July 2004 - July 2008 Project Leader – Oracle Apps HRMS Consultant for GENERAL ELECTRIC Project required managing the Oracle HR application that contained entire GE’s employee related data. This includes personal, employment, compensation, and benefits etc. related information for 400,000+ employees worldwide.
Responsibilities:
• Coordinating with business users, GE management, program managers, Data warehouse teams, and downstream application owners and ensuring application is up and running at all times
• Preparing detailed project plan and defining the lifecycle for various projects.
• Ensuring all work requests logged are addressed and SLA is met at all times.
• Worked on various Acquisitions and Dispositions for GE
• Ensured smooth completion for the CPARS to PeopleSoft Payroll transition
• Project tracking, Configuration Management, Risk handling, Scope Management and Project Integration were the main focus areas.
• Coordinated with development teams and QA teams for final product testing before roll out and closing all opened bugs.