Nikhil Talathi

** *********** ** 917-***-****

Short Hills, NJ 07078 acxqn4@r.postjobfree.com

SENIOR OPERATIONS & PROGRAM MANAGEMENT EXECUTIVE

Proven Technical and Cross-functional expertise

Capitalize and leverage client relationship, technology, project and portfolio management expertise in the financial service industries. Extensive background in developing and managing complex, multi-million dollar, multi-year, large-scale, business and technical projects from inception through implementation. Projects managed include development of web platform and data warehouse, off-shoring, major bank acquisitions, various systems conversions, upgrades and systems enhancements. Strategic operations-minded professional with strong managerial, analytical and technical skills complemented by extensive business expertise and acumen.

ATTRIBUTES & SKILLS

Senior Level Executive

Portfolio, Program Management & PMO

Software development life cycle – Project risk assessment, management and mitigation

Resource assessment, team-building and guidance

Financial budgeting, analysis, reporting and forecasting

Self-motivated, ability to "multi-task", solid decision-maker

PROFESSIONAL EXPERIENCE

Thomson Reuters – NYC, NY 2009 – Present

Director, Client & Product Group 2013 – Present

Managed global Thomson Reuters Developer Community (TRDC) platform and migrated ~20K developers from 10 legacy sites onto the new TRDC

Designed and developed a next gen TRDC platform – responsible for end-to-end program plan managing technology releases, UX design, end user workshops, marketing plans and operational models

On-boarded 30 APPs for the Strategic Partnership team managing 10 staff and 20 partner engagements – duties included full SDLC – RFP, use cases, wireframes, POC, QA, Alpha/Beta and formal App launches

Directed global project team to identify and champion Project management standards and discipline around project initiation, reporting and execution

Produced web-based project initiation request form, SharePoint sites and key metrics dashboard for project stakeholders (clients/partners and internal reporting)

Technology: Drupal, Wordpress, Answerhub, HTML5, Clarity, JIRA, Google Analytics, MS Project 2010, Agile.

Portfolio budget: $3.5M+; Staff: 10

Director, Strategic Clients & Solutions 2009 – 2012

Managed global displacement program to seamlessly transition 800 users within 12 months from Bloomberg Terminal – defined and managed operating model leading to a successful pilot

Migrated 1,100 legacy product users to the new Eikon Platform. Worked extensively with internal development and Investment Banking teams to define Single Sign On (SSO) requirements and test procedures as client was one of the first adopters of SSO passing

Reduced sales execution time by over 25% by streamlining critical processes, utilizing Salesforce.com CRM and improving communication channels with internal stakeholder and end users

Created and implemented global business technology portfolio governance methodology and reporting

Technology: SAML, AAA, Salesforce, Bloomberg Terminal, JIRA, MS Project 2010, Agile.

Project budget: $1.5M+

UBS Wealth Management – NYC, NY 2007 – 2009

Director PMO, Asset Servicing 2008 – 2009

Established a Project Management Office; responsible for identifying and implementing best practices, complying to firm’s risk management standards and AGILE project management methodologies

Prioritized, analyzed, and managed $6M business technology portfolio for Asset Servicing (Corporate Actions, Clearance & Settlement, Margin, ACATS) group.

Managed and motivated a team of 10+ direct resources and several hundred matrix on & offshore, including 4 directors and their teams.

Partnered with Senior Business Partners and Senior Technology Leadership in prioritizing and setting strategic technology decisions based upon the nuances and complexities of the technology portfolios

WM US Ops Asset Servicing process study produced hard savings of $3.5M

Lead and directed weekly portfolio reviews and monthly portfolio governance meetings

Technology: MS Project 2007, Sharepoint, Visio, SQL.

Portfolio budget: $6M+

Director Program Manager, Middle Office Operations 2007 – 2008

Led a global collaborative team of 10 analysts/project managers across four offices in three countries in developing strategy for offshoring projects and developing systems and tools to track status and issues across work streams for cross-functional stakeholders

Developed project plans using MS Project and assumed responsibility for managing $6.5M budget for the program.

Assisted in completing the BRD and evaluating the Infrastructure needs including the technology to surface applications.

Transitioned a location/decision-based project to full-scale implementation of UBS’ second offshoring Service Centre in Poland

Technology: MS Project 2007, Visio, CA Clarity, Agile.

Portfolio budget: $6.5M+

TD Ameritrade – Jersey City, NJ 1998 – 2007

Senior Client Insight Manager, Client Group 2005 – 2007

Led a group of 4 analysts to understand business needs, perform gaps analysis and write specifications.

Managed 10+ projects, conducted analysis, and captured success metrics in the areas of software development, database analytics, and market research.

Developed project plans and managed budgets of $300K for large projects and $35K for smaller projects.

Trained 20+ power users on database and data-mining capabilities using SAP Business Objects, conveying the breadth of information available and leveraging of data to fit customer and product needs.

Projects included – Online web projects like website redesigns, website enhancements and maintenance, mobile trading platform for the trading website (~ 500K trades/day), and Web tracking Omniture.

Senior Technology Project Manager 2003 – 2005

Responsible for project definition and scope, budgets, resource allocations for business technology projects over the lifespan of the project (inception thru deployment)

Managed project schedules and change initiatives through the enterprise life cycle and ensures effective transition of project to sustainable service delivery

Interfaced with clients, client partners, Business & Functional Analysis teams, and other stakeholders to develop business justifications, scope of deliverables, RFPs, and explorations of solution options; reviews project delivery against business cases and project objectives

Projects included – Middle Office operations – DTCC reporting, FINRA LOPR, OATS reporting

Assistant Vice President, MIS 2001 – 2003

Managed a Data Warehouse with Microsoft SQL 2000 database, modeled for data mining, wrote SQL queries and created data transformation packages.

Evaluated multiple Business Intelligence applications and installed Hyperion Essbase system.

Assessed data repositories for compliance with data governance policies and standards. Works with all areas of the business to ensure data quality and integrity. Managed the creation of quarterly compliance reports.

Decreased expenses by $1.3M annually by replacing 8 consultants with 7 full time employees.

Collaborated on numerous management committees including Data Integrity and CRM Board.

Platforms: SQL, SAP Business Objects, Hyperion, SQL Server, UNIX, Oracle PLSQL, CA Clarity

Operations Manager 1998 – 2001

Led a group of 15 analysts to consistently attain 99.9% system up time by implementing disaster recovery and fault tolerance plans. Instituted highly reliable backup and restore processes. Created real-time emergency procedures. Supervised Y2K testing of online trading system with exchanges and third-party vendors.

Monitored and maintained all of Datek Online’s real-time trading system. Assisted in-house traders by providing system support on the trading floor.

PROFESSIONAL TRAINING

Project Management Classes and ongoing training updates

Software Lifecycle

Project Management Institute Certification class

Six Sigma Green Belt

Management Development Training

Effective Communication

Consulting Skills

EDUCATION & TECHNICAL

MBA, Finance – LOUISIANA TECH UNIVERSITY (1998)

BS, Electronics Engineering – SHIVAJI UNIVERSITY (1996)

Applications: MS Office, SAP Business Objects, IBM Cognos v7.1, Oracle Hyperion, Omniture, Bloomberg, Eikon

Project Tracking Tools & Methodologies: MS Project, Clarity, GANTT Charts, SDLC, AGILE

OS & Toolset: Windows, Unix, MAC, IBM Tivoli, MS Sharepoint, Drupal

Languages & RDBMS: PLSQL, T-SQL, and SAS (working knowledge), Oracle, SQL, Access

References Available upon request

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