BA/PM

VISHAL B. SHETH

*** ******* ****

West Windsor, NJ 08550

Home: 609-***-**** E mail: ********@*******.*** Cell: 609-***-****

OBJECTIVE Seeking a position as a BA/PM where my program and project reporting experience, will contribute to team efforts

and corporate profitability.

EXPERIENCE

Citigroup New York, NY Apr 10 – Present

Oct 12 – Present Sr. Business Analyst/PM – Equity Derivatives Middle Office

• Lead STP (Straight-through Processing) project globally to provide efficiencies within Equity Derivative Middle Office. Perform

analysis on all Equity derivative products, inclusive of documenting steps Front Office performs to book and enrich trades in the trade

capture system, as well as approve cash flows in the Risk/P&L system and the back office Settlements system. Track the progress of

each product based on priority, ensure plan/timelines for STP status.

• Lead implementation of the Equity Swaps and Equity Synthetics (i.e. Equity Forwards) to STP globally across Front Office trade

booking, Middle Office, and Settlements Operations.

• Projects lead for Operations across Rates, Credit and Equity OTC Derivatives Settlements. Delivered strategic projects and small

enhancements that provide efficiencies and implement controls for Settlements Operations.

• Work closely with Operations, Technology and Management to prioritize scope, develop and implement projects and enhancements.

• Address ad-hoc issues related to front office Sales and Trading processes including implementing controls reviewing the Sales, Margin

and ISDA eligibility.

• Member of the People Strategy Culture stream, a volunteer organization within Citi that fosters culture of ownership, appreciation,

leadership and fun in order to attract, retain and develop talent.

• Mentoring a 2014 Summer analyst.

Apr 10 – Oct 12 Business Unit Manager/PMO, Capital Markets Technology

• Perform program management advisory and support role as a chief of staff to the Prime brokerage technology group, comprised of 600

resources, located globally.

• Produce Portfolio Level Reporting – dashboard and metrics - to ensure projects progress against key criteria such as cost, schedule,

risks, issues and benefits is accurately reflected.

• Managing project, program and initiative governance based on corporate PMO guidelines and best practices in PTS (Project Tracking

System).

• Manage the technology risk and controls, by collaborating with business units heads and the risk control groups (TISO and Risk

control officer) to report on project risks across implementation risk, technical complexity and functional complexity.

• Work with HR and hiring managers to ensure hiring is done based on resource strategy. Additionally track resource on-boarding and

reporting.

AETN Networks (Lifetime television) – Business Systems Analyst/PM New York, NY Jan 08 – Apr 10

• Implemented the HRIS/Payroll system – Migration of Peoplesoft HRMS 8.8 and Ceridian Source 550 (Payroll system) to Ceridian

HPW (HR/Payroll Web)

o Conduct weekly status meetings to review project deliverables and provide status, and develop relationships with user

communities – Payroll, Finance and HR. Conduct data integrity testing, utilizing SQL navigator to retrieve data.

o Received an excellence award from the CIO on project efforts, specifically, leading the reporting module of the HRIS and

Payroll system.

• Provided ongoing support in Ceridian products – HR/Payroll Web & Self Service, in their reporting requirements and security.

• Managed Fixed Asset Management project –

o Gather business requirements including process flows on the capability of uploading asset details in the Lawson financial

system via a Microsoft add-in tool. In addition, proposed business process reengineering prior to project implementation.

• Lead and manage project governance initiative - Organize IT audit and internal control structure by creating audit compliant artifacts’

guidelines.

JPMorgan Chase New York, NY Aug 06 – Dec 07

April 07 – Dec 07Sr. Business Analyst/PM – Treasury Services – Finance Target Project Team (consulting)

• Lead the Finance Target Platform project, specifically for the Commercial Card Business. Work with various functional units and the

reference data team, as part of the Enterprise wide conversion from legacy General Ledger system (‘GLAS’) to target platform (SAP);

specifically the FI and CO modules.

• Coordinated the Chart of Account mapping exercise from GLAS to SAP, with the business and the Reference Data team.

• Lead preparation of test scripts/cases in Mercury Quality Center. Tested the expected results (input) to the actual results (output) that

involved extracting Trial Balances from SAP FI and comparing to the upstream business intelligence tools such as Hyperion Essbase

and Business Objects, to ensure accuracy.

• Obtained training in SAP FI/GL, OIM, Business Objects in order to conduct manual entry uploads into SAP, during functional testing

and conducted validations within management reporting applications - Hyperion Essbase and Business Objects.

Aug 06 – April 07 Project Analyst - Treasury services – Global Client Access (consulting)

• Responsible for the DDA (demand deposits) conversion as part of the acquisition of BNY online banking services – develop a project

plan to manage project efforts and track milestones, adhering to the project delivery framework (PDF).

• Developed a good understanding of Treasury Management products – DDA, ACH, Wires, BAI2 format files, Liquidity Sweeps, to

draft business requirements/rules on the cross-impact of downstream applications.

• Provide dashboard metrics in Microsoft Excel, to senior management on the fulfillment and escalation statistics of client accounts and

holdings.

• Lead the incident and resolution tracking at the ‘Command Center’- event management for the LIVE conversion of clients from BNY

to JPMC.

The McGraw Hill Companies July 03 – Aug 06

April 05 – Aug 06 Standard and Poor’s Business Systems Analyst, IT Dept. New York, NY

• Gathered business requirements from Rating analysts and product manager for an In-house developed application – debt management

tool, for corporate and government ratings unit – a research analytical tool that retrieves financial data (10k and 10q) from external

data sources (CompuStat) and provides output such as Financial statements, including ratios, in MS Excel.

• Identified and documented business process flows - Data Flow Diagrams, Process Models, Use case scenarios and screen prototypes.

Attended R.U.P. (Rational Unified Process) training course to gain knowledge on creating effective use cases.

• Reviewed the QA test plans to ensure proper business processes have been captured. Evaluated the user acceptance testing and

usability testing scenarios to gauge ease of use, efficiency and accuracy.

• Provided post-implementation user support on daily issues and handled release management for any system enhancements.

April 04 – April 05 Standard and Poor’s Financial Analyst (consulting), Financial Services Ratings Dept. New York, NY

• Conducted monthly and year-end close. Created variance analysis reports on plan, prior year vs. monthly, revenue and expenses.

Utilized OFA (Oracle Financial Analyzer) upload estimates within 4 dimensions – Time, Accounts, Entities and Data items such as

Budgets.

• Presented monthly revenue analysis categorized by products (various corporate & government debt instruments) and top clients.

• Financial modeling to determine the existence of a correlation between estimated revenue growth and outstanding corporate debt

issued in the market. Utilized MS Excel as the output, incorporating linear regression formulae.

July 03 – April 04 McGraw-Hill Business Analyst (consulting), Business Shared services Hightstown, NJ

• Worked closely with business units throughout the company & HR dept. to obtain reporting hierarchy data. Responsible for testing

data integrity and development of the HR Position-Management project, presentation of findings and specific recommendations to

senior management.

• Worked in conjunction with the T&E manager to implement T&E policies and procedures within Captura (T&E

expense reporting system). Maintained documentation and procedural reports to track project progress.

Credit Suisse First Boston – Financial Analyst, Shared. Svcs. Dept New York, NY Feb 03 – Apr 03

• Conducted variance analysis on the monthly budget versus actual expenses for various operating units in corporate services – Global

IT, Finance.

• Performed ad-hoc services due to significant variances in spending, which included recovery analysis, expense investigation in

Peoplesoft – A/P and reclassification or allocation of expenses in the general ledger system, and usage analysis on expense lines.

• Created FLASH reports in Excel, using Hyperion Essbase to forecast the monthly expense.

Janus Computer Training – Financial & Operations Analyst Ewing, NJ May 99 –Feb 03

• Designed course offerings and a pricing structure to optimize profitability.

• Lead the initiative to create an efficient clientele database in MS Access utilized by the sales team.

• Created and maintained Cost, Sales and Revenue Forecast reports for management.

• Participated in the preparation of the operating budget as well as the associated quarterly forecasts against the approved

budget.

Merrill Lynch – Budget Analyst, Marketing Resources Princeton, NJ June 98-May 99

• Conducted variance analysis on marketing expenses using MS Excel.

• Assisted Controller in preparing PowerPoint presentations for Budget Summary and Approval.

COMPUTER Microsoft Office 2000. Proficient in Microsoft Excel, Access, Visio, Project and Sharepoint.

SKILLS Hyperion Essbase (Functional level), Lawson (G/L system), Oracle Financial Analyzer (Functional level),

SAP(Functional level). Ceridian HR & Payroll, Computron Financial system.

EDUCATION University of Maryland: Masters in Science in Financial Management and Information Systems – Apr 2012

Rider University, Lawrenceville, NJ: Bachelor of Science in Business Administration (Finance) - May 1998

Major: Finance (3.5) Minor: Marketing (3.0). Honors: Dean’s List.

CERTIFICATIONS Certified Information Systems Auditor (CISA) – Exam passed in 2007.

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