NARENDRA KODAGANTI

US cell No: +1-201-***-**** acxiba@r.postjobfree.com

Senior Consultant / Project Manager

Experience Summary (14 yrs+)

(Current Employer: Polaris Consulting Services Ltd)

Profile

I am a senior consultant with tertiary qualifications and over 14+ years of hands-on experience in Business Analyst in scrum agile methodologies, multiple Change Management Initiatives, Business & Financial Analysis, Technology / Cultural / Process Transformations, Application / System Development, Stakeholder Management, Risk Management, Asset management, Compliance, Advisory and Strategy Consulting. Clients appreciate my diverse and extensive cross-industry experience (including Big 4 firms) as it adds value to delivering complex projects using industry best practices, standards, and techniques. I take pride in collaborating with clients to cultivate ideas, deliver results, and help them accomplish their objectives through clear communication, problem solving and leadership.

Core competencies

Technology Consulting, Application & Software Development (SDLC)

Successfully used Agile/Scrum Method for gathering requirements and facilitated user stories workshop.

Documented User Stories and facilitated Story Point discussions to analyze the level of effort on project specifications.

Worked hands on SQL / Oracle scripts, views, Stored procedure for Employee, Research system, Security, pricing and account management data Charles Schwab, Ameri TD, Bloomberg system.

Relationship Management: Vendors, Internal, External Stakeholders, C-Level Executives, Project Teams.

Effective Project Risk Management and Exceptional Stakeholder Management.

Worked on AML / KYC compliance initiatives for major financial institutions.

Project / Financial Reporting, Business Intelligence, Six Sigma and Process Improvement.

Project Management (formal PMO environments), Business Analysis and Advisory.

Experience in Mortgage, Leasing business process consulting with leading financial firms.

Strategy Consulting and Change Management (across multiple geographies) at the enterprise level.

Strong ability to influence and negotiate acceptance of change on multimillion dollar initiatives.

Financial Expertise: Financial Analysis, Capital Markets (Fixed-Income, Equities, Derivatives, Alternative Investments, Portfolio Management, Econometrics, Quantitative Analysis, Corporate Finance, Accounting).

Requirements Definition, Business Process Mapping, Performance Improvement and Strategy Execution.

Risk Management, Regulatory Compliance, Tax Legislation and Audits.

Exceptional Communication, People Management and Team-building.

Outstanding consulting, facilitation (workshops), interpersonal, coaching and mentoring skills.

Polaris Consulting Services Ltd

Citi Control Group System (CGS system) Sep 2015 - Current

Role: Lead Business Analyst / On site Project Manager

Playing as Lead Business Analyst / Business System Analysts for various stream Assessment, Risk and Compliance business users community and other application system owner.

Elicits requirements using an AGILE approach, conducts interviews, creates user stories, participates in requirements workshops, develops scenarios and work flow analysis.

Involved in Business Requirements Document of various stake holders from CITI Franchise Risk Architecture / Risk Management Architecture / Investment Business and Business operation teams.

Worked on AML clearance on the companies on the deal from Investment bank for any possible fraudulent companies involved in the transaction and bringing them employees working in the deal as “Over The Wall”.

Accountability for implementations that impact multiple IT systems.

Oversee multiple projects running in parallel spanning multiple regions and re-engineering technology and business.

Define the scope of work, project plans and deliverable.

Develop and manage project schedule.

Manage a significant number of interlinked projects and work streams.

Creating and using protocols and templates for project planning/tracking, status, issues/risks/actions reporting.

Manage IT budget.

Worked on Advisory initiatives for both Short- and long-term planning both for its own development and that of the program.

Worked on Advisory helps organizations turn critical and complex business issues into opportunities for growth, resilience and long term advantage.

Leading teams help clients manage strategic, financial, operational, technological, and regulatory risk to maximize enterprise value.

Annual review of its own work and performance and familiarity with the Senior Corps program they serve.

With input by the system director, conduct an annual program evaluation.

Knowledgeable about the project's place in the community, trends in society affecting the field of service, and focus on long-range issues and solutions.

A clearly defined relationship with the sponsor's board of directors, and regular communication with the board.

Include a reasonable number of members who provide or solicit financial support for the program.

The council communicates effectively with the project director.

Members build relationships and work together as a team to accomplish goals.

Helped clients in selecting important investment opportunities by assessing the short term and long term. goals, maintaining a balance between assets and liabilities.

Discussed with clients to assess the investment needs and advised on the available investment opportunities including the risks involved.

Advised clients on managing the projects and funding them financially.

Annually prepared and documented financial reports and recorded transactions of investment.

Preparation and distribution of Weekly/Monthly Reporting.

Partner with business and IT stakeholders to understand business requirements on CRM (Customer Relationship Management).

Leverage business knowledge to construct functional specifications and work with Development and Architecture teams to confirm IT solution and other SDLC+ activities.

Serve as a liaison between business experts and the systems development team to satisfy new and evolving business intelligence reporting needs.

Partner with Senior Business stakeholders on the Trading Technology platform to create road map and strategic planning.

Helped clients in selecting important investment opportunities by assessing the short term and long term goals, maintaining a balance between assets and liabilities.

Discussed with clients to assess the investment needs and advised on the available investment opportunities including the risks involved.

Conducted financial analysis and researches to recommend different products that can be profitable for the clients in terms of investments.

Ability to integrate with financial institutions and bank partners.

Analytical and research skills.

Successfully used Agile/Scrum Method for gathering requirements and facilitated user stories workshop.

Documented User Stories and facilitated Story Point discussions to analyze the level of effort on project specifications.

Facing off to all stakeholders traders, sales, operations, risk managers, business controls and other technology teams to gather requirements and create business requirement and functional requirement documents.

Work with developers to translate business requirements into technically feasible and efficient solutions.

Transition requirements to QA team and assist in identifying test scenarios.

Document work flows and business logic related to data for consumption by end-users.

To work with the business and be the point of contact for various projects.

Determine schedule for UAT and identify which roles and scenarios need to be tested by the business.

Collaborate effectively with Application Manager/s to ensure project deliverable remain on track and aligned with business goals.

Work directly with the system end-users, SME's and technical staff to translate complex information requirements into effective reporting solutions.

Partnering with the Enterprise different Risk Office and the investment banking group’s Lines of Businesses (LOBs) to improve the risk management function.

Worked on Oracle / Sybase / SQL system for effective data retrieval and data sharing work. Using Extract, Transform, and Load (Data Warehousing concept) for all processing Daily feed data to required down stream system and there after to Bloomberg/ research system.

Scheduling batch jobs using Autosys.

Expertise in loading data from legacy systems using SQL*Loader.

Wrote PL/SQL procedures & triggers to validate database records.

Created Stored Procedures for Batch Processing, and also involved in moving large data using Bulk Insert for all Methods.

Involved in ETL- Ab inito design and developed various mappings/transformations.

Coordinating with source systems owners, day-to-day ETL progress monitoring, Data warehouse target schema design (star schema) and maintenance.

Involved in reverse engineering process for re-creating the Risk Management Architecture system reports project business requirement without business users.

Acting responsible for finding out the business problems and also propose solutions for the same, using various techniques and tools they mastered in the branch of business analysis.

Involved in creating Business Requirement / Functional Specifications document for various interface within CITI business users stake holders.

Global Liquidity Reporting System (GLRS / TIMS system – CITICORP) Jun 2014 – Aug 2015

Role: Senior Business Analyst / On site Project Co-ordinator

Playing as Consultant / Business System Analysts for various stream Treasury Investment Management System and other application systems.

Involved in Business Requirements Document of various stake holders from CITI Corporate Treasury Users / Treasury Business and Business operation teams.

Elicits requirements using an AGILE approach, conducts interviews, creates user stories, participates in requirements workshops, develops scenarios and work flow analysis.

Involved in creating Business Process document for various interface within / outside Citi entities.

Define the scope of work, project plans and deliverable.

Develop and manage project schedule.

Manage a significant number of interlinked projects and work streams.

Creating and using protocols and templates for project planning/tracking, status, issues/risks/actions reporting.

Preparation and distribution of Weekly/Monthly Reporting and Business analysis.

Partner with business and IT stakeholders to understand business requirements on CRM (Customer Relationship Management).

Leverage business knowledge to construct functional specifications and work with Development and Architecture teams to confirm IT solution and other SDLC+ activities.

Understanding Treasury and Risk management system architecture and creating Functional and technical documentation for the offshore development team.

Helped in creating Insight EUC engine tool Business Requirement for various Data sourcing for around 50+ feed files.

Worked on Oracle / Sybase / SQL system for effective data retrieval and data sharing work. Using Extract, Transform, and Load (Data Warehousing concept) for all processing Daily and Monthly feed files from other sub systems with help of Autosys batch job.

Successfully used Agile/Scrum Method for gathering requirements and facilitated user stories workshop.

Documented User Stories and facilitated Story Point discussions to analyze the level of effort on project specifications.

Expertise in loading data from legacy systems using SQL*Loader.

Wrote PL/SQL procedures & triggers to validate database records.

Created Stored Procedures for Batch Processing, and also involved in moving large data using Bulk Insert for all Methods.

Involved in drafting requirements for ETL- Ab inito design and developed various mappings/transformations for extracting the Daily and Monthly feed files into our TIMS system.

Coordinating with source systems owners, day-to-day ETL progress monitoring, Data warehouse target schema design (star schema) and maintenance.

Ensured improved business process and efficient processing for daily / monthly feed files for TIMS system for senior management reporting consumption.

Involved in reverse engineering process for re-creating the Insight project business requirement without business requirements from business users.

Worked on Capital Comprehensive Capital Analysis and Review (CCAR) on data sourcing and acquisition for data mart reporting. Helped in reporting source table mapping for reporting work.

Supported and worked on Quantitative calculations for stress testing

Leading identification and resolution of issue / risk / dependency by promoting collaboration with SMEs and other stakeholders

Enhancing monitoring / control framework for early identification of risk / issues / dependencies, expediting resolution development by promoting collaboration within CCAR program team and SMEs.

Staying abreast of regulatory changes to lead change management.

Used Murex system for exchange traded instruments, trading, position management and the post trade processing are made simpler as all the trade reside at one place and give a complete view (including analytic) to the portfolio manager.

Acting responsible for finding out the business problems and also propose solutions for the same, using various techniques and tools they mastered in the branch of business analysis.

Providing Business / Technical / Maintenance support for other contract agencies and support for correspondence/ reports for different user account profile.

Involved in creating Business Requirement / Functional Specifications document for various interface within/outside CITI bank stake holders.

Involved in Functional testing and tracking SIT and UAT defects to closure before production release.

Providing support for Compliance processing for their various asset class.

Worked on Liquidity Risk and Reporting system project for Volcker rule,Dodd Frank Act for LCR and Stress Testing areas.

Global Trade Reporting / Portal (GTR 2.0) Nov 2013 – May 2014

Role: Senior Business Analyst / On-site Project Lead

Played as Consultant / Business System Analysts for various stream reports and portal applications.

Involved in Business Requirements Document of various stake holders from DTCC Business and Products team,Business operation teams.

Involved in creating Business Requirement / Functional Specifications document for various interface within/outside DTCC stake holders.

Worked in asset management area for 5 different asset classes(FX, Credit, Equities, IR and commodity) reporting as per regulatory requirement.

Demonstrated prior experience in managing teams of 5+ resources through design, development, and/or operations of complex technology environments (programs, applications, systems and/or infrastructure)

Demonstrated prior experience in managing technology assessments and developing strategic recommendations.

Ability to articulate leading business issues and trends, including the associated technology implications within one or more industries.

Successfully used Agile/Scrum Method for gathering requirements and facilitated user stories workshop.

Documented User Stories and facilitated Story Point discussions to analyze the level of effort on project specifications.

Demonstrated experience in business process improvement, leveraging information and technology.

Providing support for Compliance processing for their various asset class.

Worked on KYC initiatives for the clients (DTCC clients) on boarding activities for requested asset class.

Captured requirements for Customer Due Diligence / Enhanced Due Diligence on the KYC compliance initiatives.

Facing off to all stakeholders traders, sales, operations, risk managers, business controls and other technology teams to gather requirements and create business requirement and functional requirement documents.

Work with developers to translate business requirements into technically feasible and efficient solutions.

Define the scope of work, project plans and deliverable.

Creating and using protocols and templates for project planning/tracking, status, issues/risks/actions reporting.

Preparation and distribution of Weekly/Monthly Reporting and Business analysis.

Transition requirements to QA team and assist in identifying test scenarios.

Document work flows and business logic related to data for consumption by end-users

Worked on Oracle / Sybase / SQL system for effective data retrieval and data sharing work.

Used Murex system for exchange traded instruments, trading, position management and the post trade processing are made simpler as all the trade reside at one place and give a complete view (including analytics) to the portfolio manager.

Actively involved in quality assurance discussions and documentations like preparation of traceability matrix, query tracker, change tracker functional specification review and defect tracker.

Infosys Technologies Ltd

Capital One / Credit Risk Rating Platform (CRRP) Dec 2010 – Sep 2013

Role: Business Analyst

Played as Lead Consultant / Sr Business Analyst for sub projects.

Involved in Business Requirements Document of various stake holders from Capital one team,.

Involved in creating Consolidated Technical / Business Process / Functional Specifications document for various interface within/outside Capital one entities.

Providing support for DRRP application for their credit risk rating application system.

Successfully used Agile/Scrum Method for gathering requirements and facilitated user stories workshop.

Documented User Stories and facilitated Story Point discussions to analyze the level of effort on project specifications.

Worked on Risk and Compliance project for Dodd Frank Act, European Market Infrastructure Act for OTC / ETD derivatives products.

Providing business support for other contract agencies and support for correspondence/ reports for different users accounts.

Gathered requirement for Commercial loan process for their institutional clients.

Underwrite all classifications of commercial loans, including government guaranteed programs when necessary to meet client’s customer (credit) needs. Work closely with the bank’s credit analysts in underwriting loan requests into credit packages for appropriate approval.

Responsible for analyzing credit and financial information (e.g., credit reports, tax returns, financial statements, etc.) to determine levels of credit risk involved in lending money to commercial customers by:

Entering financial figures into appropriate programs to generate ratios, examine data to assist in determining credit worthiness of applicants, and/or assist in the assessment of compliance with loan terms and/or changes in the credit risk profile of an existing Borrower

Generating cash flow projections using key drivers and assumptions.

Define the scope of work, project plans and deliverable.

Develop and manage project schedule.

Manage a significant number of interlinked projects and work streams.

Creating and using protocols and templates for project planning/tracking, status, issues/risks/actions reporting.

Manage IT budget.

Partner with business and IT stakeholders to understand business requirements on CRM (Customer Relationship Management).

Preparation and distribution of Weekly/Monthly Reporting and Business analysis.

Worked on AML / KYC initiatives for the client on boarding activities.

Facing off to all stakeholders traders, sales, operations, risk managers, business controls and other technology teams to gather requirements and create business requirement and functional requirement documents

Work with developers to translate business requirements into technically feasible and efficient solutions

Transition requirements to QA team and assist in identifying test scenarios

Document work flows and business logic related to data for consumption by end-users

To work with the business and be the point of contact for various projects.

Determine schedule for UAT and identify which roles and scenarios need to be tested by the business

Collaborate effectively with Application Manager/s to ensure project deliverable remain on track and aligned with business goals.

Worked on FATCA compliance initiatives for retail banking activities.

Worked on Oracle / Sybase / SQL system for effective data retrieval and data sharing work.

Creating Transition document for the project work or knowledge sharing work.

Preparing Commercial proposal and work order from clients invoices.

Understanding the each Business process document for each functional for Securities, Trade processing.

Creating Business process document and training to our Technical team.

Involved in the Unit Testing, system Testing activity for the validation of requirement using 4-I principle methodology.

Involved in Creation of Baseline BRS and release docs for various release.

HCL Technologies Ltd

DEUTSCHE BANK / DB Trader - (Oct 2005 – Nov 2010)

Role: Business Analyst / On-site Project lead

Involved in Business Requirements Document of Various Brokers, Dealers agency and other DB Entities such as St.George Bank, BON, Barclays, SPARDA Bank, Asgard, Westpac.

Involved in creating Business Process document for various interface within/outside DB entities.

Worked on Oracle / Sybase / SQL system for effective data retrieval and data sharing work.

Providing support for DB trader product for securities / Equities / Bond / Repo to other DB entities.

Providing business support for other contract agencies and support for correspondence/ reports for different users accounts.

Successfully used Agile/Scrum Method for gathering requirements and facilitated user stories workshop.

Partner with business and IT stakeholders to understand business requirements on CRM (Customer Relationship Management).

As a financial accountant/analyst prepared daily reconciliation of portfolio positions, activity and cash balances for various investors / clients. Prepared daily schedules to reflect foreign dividend payments for various investors / clients. Booked dividends, Accruals and payables, expenses and incomes into fund accounting software system.

Communicated with clients, settled payments with sensitive clients and broker dealers, investigated the discrepancies and communicated with Middle Office, Front office to resolve the discrepancies.

Researched payment discrepancies to confirm compliance with ISDA Agreements.

Worked on payment transaction processing and switching solutions.

Worked on Payment Systems Upgrade and Migration.

Creating and using protocols and templates for project planning/tracking, status, issues/risks/actions reporting.

Preparation and distribution of Weekly/Monthly Reporting and Business analysis.

Documented User Stories and facilitated Story Point discussions to analyze the level of effort on project specifications.

Partner with Senior Business stakeholders on the disparate data sources system/ platform to create road map and strategic planning.

Facing off to all stakeholders traders, sales, operations, risk managers, business controls and other technology teams to gather requirements and create business requirement and functional requirement documents

Work with developers to translate business requirements into technically feasible and efficient solutions

Transition requirements to QA team and assist in identifying test scenarios

Document work flows and business logic related to data for consumption by end-users

To work with the business and be the point of contact for various projects.

Determine schedule for UAT and identify which roles and scenarios need to be tested by the business

Collaborate effectively with Application Manager/s to ensure project deliverable remain on track and aligned with business goals

Identify and communicate project risks as they arise and escalate when appropriate

Prepare and deliver training materials for UAT and production roll out

Adhoc reports as requested by the business or technology management

Creating Transition document for the project work.

Preparing Commercial proposal and work order from clients invoices.

Involved in Creation of Baseline BRS and release docs for various release.

ASGARD / BTFG

Role: Business Analyst

Involved in understanding wealth management solutions for Institutional Business Service and their requirements.

Understanding different product development solutions for different dealer and investors and financial advisory.

Creating different Business process document for different types of users.

Involved in knowledge management work for BTFG for their knowledge training for their entry level resources.

Involved in training different functional level training to development team.

Providing Healthcare payer, Provider services for US healthcare market size and opportunities in landscape.

Analyzed and Fair knowledge on Facets, Curam business application suite for business requirement needs.

Helped clients in selecting important investment opportunities by assessing the short term and long term goals, maintaining a balance between assets and liabilities.

Worked on Advisory initiatives for both Short- and long-term planning both for its own development and that of the program.

Worked on Advisory helps organizations turn critical and complex business issues into opportunities for growth, resilience and long term advantage.

Annual review of its own work and performance and familiarity with the Senior Corps program they serve.

Discussed with clients to assess the investment needs and advised on the available investment opportunities including the risks involved.

Leading teams help clients manage strategic, financial, operational, technological, and regulatory risk to maximize enterprise value.

Conducted financial analysis and researches to recommend different products that can be profitable for the clients in terms of investments.

Analysis,planning, communication, execution for Insurance & Annuity projects.

Ability to integrate with financial institutions and bank partners.

Analytical and research skills.

Advised clients on managing the projects and funding them financially.

Annually prepared and documented financial reports and recorded transactions of investment.

Involved in giving time estimates for various work request.

Capital Stream

Role: Business Analyst

Configuring Finance centre site up and doing installation procedure for implementation of the Finance center database.

Configuring Finance centre site up, Doc server, Report Server.

Interacting with HCL-CS on-site regarding with ticket issues and fixing up Go To meeting with the Customer.

Consulting with project manager for any upgrading of Finance Centre.

Partner with business and IT stakeholders to understand business requirements on Sales force CRM (Customer Relationship Management).

Gathered requirement for Commercial loan process for their institutional clients.

Underwrite all classifications of commercial loans, including government guaranteed programs when necessary to meet client’s customer (credit) needs. Work closely with the bank’s credit analysts in underwriting loan requests into credit packages for appropriate approval.

Responsible for analyzing

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