Management Project
Resume:
Hello,
My name is Tejas Amin and I came across your team's listing for a Financial Services Project Manager that may be a good fit with my background. Below is a brief summary of my experiences which are applicable to the role and I have also attached my resume for your review.
Ex-Accenture management consultant and Kellogg MBA graduate with 14+ years experience providing project/program/account management and strategic operational support to clients
8+ years working with top-tier financial service clients including six Tier 1 investment banks and top PE/hedge-fund and real-estate firms spanning capital markets, wealth management, commercial real-estate, etc. (see Cushman & Wakefield, P&L Consulting, and eClerx Consulting experience on resume)
Managing large-scale initiatives including regulatory/compliance, financial/accounting, CRM, and e-procurement system implementations as well as connected process and end-user experience re-designs
Development of executive-level presentations to communicate strategic and operational roadmaps, reporting and dashboards and high-visibility project updates
Development and delivery of training and communications materials and facilitation of change management efforts
5+ years managing client relationships and accounts via my own consulting firm, including contract drafting, pricing, administration and management
Experience managing teams as well as playing various roles within a team
Strong communication and facilitation skills
I believe my experience working cross-divisionally and in high-visibility environments can provide a positive experience for both the client and the project. I would appreciate the opportunity to further discuss my qualifications.
Regards,
Tejas Amin
*****.****@*****.***
Management Consultant
Management consultant with 14+ years of experience with Tier 1 clients across industry, function and application:
Industries: Financial Services Real Estate Pharmaceuticals Enterprise & Consumer Technology
Functions: Project/Program/Account Management Process Re-engineering System Implementation and Design (Agile, SDLC) Executive Presentation Development and Communications e-Procurement Design Compliance/Regulatory Management Data Management & Analysis Change Management Training Development & Delivery
Applications: MS Office – Word, Excel, PowerPoint, Visio, Project (14+years) SharePoint/Collaborative Tools (14+years) MS Access (4+years) ePlus Procurement System (2+years) SAP BPC (2+years) Sungard’s Investran Accounting System (3+years) Bloomberg/Middle-Office Trading Systems (3+years) Windows, IE, Chrome, Adobe (15+years) Learning Management Systems (5+years)
Companies:
Independent Consultant 2012.Present
P&L Consulting Group, INC. 2009.2011
eClerx Consulting Group, LLC 2007.2009
Accenture (Strategy & Business Architecture Practice) 2005.2007
Professional Experience
Pfizer, Inc., New York, NY (4+Year Client Engagement)
Pharmaceuticals Corporate Compliance – Independent Management Consultant
Project Management, Strategic and Operational Design, Executive Presentation Development & Communications
oProvide project management support for Compliance Division initiatives (e.g., project plan development and maintenance, meeting scheduling and facilitation, issue tracking and resolution, etc.)
oPrepare project-level and division-level artifacts (e.g. dashboards/reporting, presentations and communications) for distribution to senior management including board members, CEO and Executive Leadership Team members
oSupport pilot efforts through data analysis, report creation, and coordination with technology/analytics teams
oDefine business requirements and corresponding technical system requirements for a more comprehensive management certification process
oProvide thought leadership in areas of process improvement and organizational design to help facilitate key division–level initiatives
System Re-Design and Implementation Project
oLed high-visibility initiative to revamp Compliance systems supporting several key regulatory requirements
oConducted 75+ interviews, document review, user shadowing, etc. to establish current state workflow and system design, facilitating broader scoping discussions on project goals and expected outcomes
oDeveloped and presented operational roadmap to senior stakeholders, including end-state view, sub-workstreams, budget and resource requests, timelines, etc.
oSupported management through re-design and implementation of system and connected processes, assisting with project management, establishing an escalation framework, developing readout materials and end-user training, etc.
Training Launch Project (Development, Delivery and Administration)
oSelf-trained on new development software (Articulate Storyline) to co-develop an innovative global Safety Reporting training for 95,000 employees; Development included creating content, incorporating learning principles, designing creative interactivity, etc.
oCoordinated with the technical support team for Pfizer’s Learning Management System to help troubleshoot and resolve system-related issues affecting training
oManaged course review and testing efforts across 10-person internal testing team as well as vendor personnel
oCreated reporting package to help drive overall training completion and conducted monthly analysis to identify potential risk areas requiring follow-up
oManaged various administrative processes for training-related activities, including assigning training, providing completion credit, and resolving user-related issues
Cushman & Wakefield, New York, NY (2+Year Client Engagement)
Commercial Real Estate Finance and Procurement Divisions – Independent Management Consultant
Project Management, Operational Strategy, System Implementation
oCo-led cross-divisional implementation of e-procurement system by collaborating across finance, procurement, legal and the business to identify gaps, design an end-state solution and gain alignment
oWorked with vendor implementation team to creatively solution for bespoke client needs, design RACI chart for new workflow and oversee milestone achievements to keep project within budget and time constraints
oPrepared training, job-aids and communications materials in executing change management workstream to ensure seamless transition for end-users
oProvided project management support for financial/accounting system upgrade including identifying necessary project team sponsors, developing weekly task lists, issue tracking and resolution, and presenting progress updates to senior stakeholders
Samsung North America, Ridgefield Park, NJ (4 Month Client Engagement)
Corporate Strategy – Independent Management Consultant
Product Launch
oWorked in an agile development environment by coordinating development and marketing efforts across hardware, software, and application teams to execute new mobile product launch
oRan regression models to analyze customer survey data about digital media consumption trends, resulting in a go-to-market strategy for two ancillary products
Vertical Strategy Alignment Project
oPerformed gap analysis by identifying high-impact, low-spend areas of improvement and providing strategic recommendations to senior management for product expansion
oOrganized consumer focus-group workshops leveraging assistance from marketing & sales teams, helping establish a feedback mechanism to improve end-product
Indegene Pharmaceuticals, Princeton, NJ (2 Month Client Engagement)
Multi-Channel Marketing Strategy - Independent Management Consultant
Marketing Strategy for RFP
oDevelop executive-level strategy communication deck in preparation for vendor RFP; client was awarded project resulting in 15-country pilot and eventually a global rollout of marketing strategy
P&L Consulting Group, Inc., New York, NY
PE & Hedge Fund Consulting – Senior Engagement Manager, Business Development Associate
System Implementation Project Management
oManaged migration of employee and client data to a new CRM tool by developing a detailed project plan across system engineering teams and business units to ensure compliance with regulatory requirements
oCreated business examples of waterfall allocations, ROI calculations, and vesting rules to develop add-on modules which would automate these financial activities
oHosted working sessions with front-office sales and key personnel to ensure that the impact of operational and process changes were correctly implemented and enforced going forward
oLed 15-person cross-functional team across strategy, operations, and technology to help a global PE firm launch a proprietary project management tool, helping streamline their budgeting process
Eclerx Consulting, LLC, New York, NY
Financial Services Consulting – Manager
Creation of Data Warehousing Solution for Regulatory Compliance
oLed 3-month development testing effort prior to offering matching engine to clients as well as a continuous UAT effort post-launch by liaising with on-shore and off-shore resources and tracking issue resolution
oManaged system to system data clean-up effort by defining future-state data needs and organizing a comprehensive testing plan to ensure an accurate and successful migration
Process Re-engineering Initiative to Drive Cost Reduction
oDesigned a process roadmap and deliverable methodologies framework to aid a global investment bank in realizing operational synergies from partnering with off-shore resources
oCreated a resource allocation matrix and workflow chart to help a retail bank gain efficiencies in customer service and back-office support
Accenture, New York, NY
Strategy & Business Architecture Group
Consultant
M&A Advisory
oBuilt detailed financial model incorporating target firm’s financial performance and business model to establish a recommended valuation of $1.5 billion, within 5% of final deal price
oDesigned and executed Monte Carlo simulations to evaluate profit / loss scenarios of market entry into several new geographic areas, helping management determine an expansion plan
Education
Northwestern university, Kellogg school of management 2011 - 2012
Master of Business Administration; Dean’s List
Management & Strategy, Entrepreneurship & Innovation
University of Michigan, Stephen M. Ross School of Business 2001 - 2005
Bachelor of Business Administration; Dean’s List
Finance, Accounting
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