Project Management Finance

SRIDHARAN RAJAGOPALAN

Mobile: +91-984******* ~ E-Mail: *************@*****.***

Précis

Around 15 years of experience with key focus on Business Analysis, Finance operations & Process Management, Client Servicing, GL Implementation, Project & Team Management, Finance Transformation and Governance.

Proficient in running successful process operations & experience of developing procedures, service standards for business excellence.

Around 12 years of Functional experience in Finance System Application Like PeopleSoft Financials GL, Peoplesoft EPM (Fund Transfer Pricing & Activity Based Management).

Resourceful at maintaining relationship with clients to achieve quality product and service norms by resolving their service related critical issues.

Professional with a proactive attitude having proven track record in imparting training to Operations / Finance Team.

Possess excellent interpersonal, communication and organisational skills with proven abilities in training

& development, customer relationship management and planning. Proficiency Strength

Business Analysis

Accountable for client interactions to gather requirements, system study & analysis.

Closely Working with Finance team to understand the new requirements & prepare specifications, test strategies and documenting the same.

Assisting in functional testing of the new developments and ensuring that it meets the finance user specifications.

Key contributor to SCB Finance Transformation on standardizing PeopleSoft Financials GL systems & process which included designing of new reconciliation report for Finance System Users. Process Management

Managed the centralised operation which is an extended arm of finance team and ensuring that the set targets are achieved.

Framing work direction and plan for the subordinates after assessment of their capabilities.

Preparing & presenting various weekly/monthly MIS reports to top management.

Implementing finance systems, migrating systems to upgraded versions to achieve maximum efficiency in various operations; spearheading process improvement initiatives. Transition Management

Documenting the agreed outcome & processes.

Following up with the technology for smooth transitioning/ process transformation.

Handling process stabilization to accomplish steady operations & continuous process improvements.

Participated in the entire life cycle of Implementing PeopleSoft Financials GL, Peoplesoft EPM (Activity Based Management and Fund Transfer Pricing).

Ensuring continuous improvements in service levels by benchmarking the best practices. Quality Compliance

Setting out quality standards for various operational areas, ensuring a high-quality customer experience, while adhering to the SLAs and work processes.

Creating awareness for driving the process improvement strategy & methodology; ensuring maximum operational efficiency.

Reviewing metrics and support external / internal audit. Client Servicing

Addressing customer queries within the set time to the satisfaction of the Customer.

Managing operations for rendering and achieving quality services; providing first line customer support by answering queries & resolving their issues, ensuring minimum TAT.

Assessing the customer feedback, evaluating areas of improvements & providing critical feedback to the subordinates on improvements and achieving higher customer satisfaction. Team Management

Leading, training and monitoring performance of the team members for maintaining excellence in the service operations.

Determining training needs of executives and conducting need based training programs to enhance their operational efficiency leading to increased productivity.

Creating and fostering a healthy environment which facilitates high performance of team members and accomplishments of organisational goals.

Managed a team comprising of 12 personnel.

Understanding recruitment requirement, short listing resumes and candidates. Employment Profile

Sep’12-Present with Scope International, as Senior Manager – Finance Systems Role

Finance Transformation Programme:

Played a ‘Functional Lead’ role in Bank’s Finance Transformation Programme (FT).

Managed PSGL Standardization Stream as part of FT.

Finalized Book of Work (BoW), analyzed data, identified gaps, determined project timelines, prepared BRD, PAR etc as part of Scoping phase.

Prepared Execution plans for each BoW separately and assigned individual activities to team.

Prepared Functional Specification for system enhancements and conducted walk through to Technical team.

Performed System Testing and Supported User Acceptance Testing.

Assisted in project management and planning efforts for design and deployment of new reconciliation report.

Designed a new table from journal table as Source Ledger based on which reconciliation report was designed.

Passing of around 12000 journals within two months to ensure that new level1 reports hold the right reconciliation difference

Implemented these new reports for around 50 countries within SCB.

Prepared Process document to ensure that users get familiarized with these new reports

Conducted Training to Finance / Reporting / Operations team on new GL functionalities.

Implemented all BoW items in production and extended post production support.

Prepared process and system change handover documents.

Ensured smooth transition to BAU team with preparation of handover document and proper training . Benefits on FT

Report will reflect the entry that has got suspended for the accounts that are being reconciled

Report will show the difference at each journal source

User who reconciles TP Reconciliation will know whether the reconciliation break is due to TP issue

(mapping / suspense) or Manual entry passed by looking at the report itself. Bank Re-structuring (‘One Bank’) Project:

Played role to implement the GL changes for new reporting structures.

Participated in initial discussions on new reporting structure changes to understand GL impacts.

Prepared detailed impact analysis of GL and communicated to Finance / Reporting teams.

Co-ordinated with downstream systems and conducted walkthrough on GL changes.

Prepared Execution Plan and implemented the changes in a short time. Jan’11- Aug ’12 with L&T Infotech, Chennai as Project Lead – Techno Functional Role – for Client CitiBank for Peoplesoft EPM (ABM) Implementation – Project SMART Functional Role Performed

Managed a team of business analysts / team leaders engaged in supporting Citi Finance team.

Closely worked with Client Finance team to understand their new requirements and ensured those requirements are tested and delivered to the satisfaction of the finance community.

Prepared business requirement document by analysing the business needs of the finance systems.

Prepared functional specification document by understanding the business requirements and proposed solutions for the same.

Prepared project scope document, test plans & run plans for PeopleSoft ABM - UAT / functional testing, functionality approach document and effort estimation sheet as per business requirements.

Participated in defect review meetings and ensuring that defects are fixed within a reasonable time.

Engaged in complete Project Management starting from Data gathering, identifying gaps, inputs for new developments, & following up outstanding issues, testing, training to the fusers, conversion and post implementation support while implementing PeopleSoft ABM (Activity Based Management). Technical Role Performed

Make sure that all the basic config such as your setting of BU, SETID, MODEL ID, table set control are set up.

Make sure that all the necessary config such as creation of ledger resource mapping, record metadata,tablemap,datamap etc are done

Ensure that all Chartfields such as account, costcentre,resources,activities,cost object are created,

Ensure that all the drivers are set up in the system for all CC such as drivers for ledger to resource, resource to activity, activity to cost object

Creation of new view tables wherever necessary in application designer

Creation of new sql view table which will be used for creation of new queries

Moving of data from one region to other region using scripts in data mover

Moving of any new developments to other region i.e moving of one project from one region to other region

Creation of new allocation rules for data to move from CALC tables to fact tables where the data can be seen at unit cost and activity cost

Perform the testing / all iterations to ensure that any new enhancement done are without any issues . May’04- Jan ’11 with Scope International Pvt. Ltd (100% subsidiary of Standard Chartered Bank, UK), Chennai as Associate Manager – Finance Systems

Role

Managed a team of business analysts / team leaders engaged in supporting SCB Finance team.

Closely worked with SCB Finance team to understand their new requirements and ensured those requirements are tested and delivered to the satisfaction of the finance community.

Prepared business requirement document by analysing the business needs of the finance systems.

Prepared functional specification document by understanding the business requirements and proposed solutions for the same.

Prepared project scope document, test plans & run plans for PeopleSoft Financials GL & EPM (Fund Transfer Pricing) - UAT / functional testing, functionality approach document and effort estimation sheet as per business requirements.

Trained Reporting and SCB Finance team on PeopleSoft Financials GL & other systems such as EPM

(FTP), Hyperion Essbase etc.

Participated in defect review meetings and ensuring that defects are fixed within a reasonable time.

Engaged in complete Project Management starting from Data gathering, identifying gaps, inputs for new developments, arranging PWC & following up outstanding issues, testing, training to the fusers, conversion and post implementation support while implementing PeopleSoft Financials GL, EPM (Fund Transfer Pricing) for SCB Countries.

Organized PSC / PWC as part of PS Financial rollout and updated the project stake holders / finance team

Interacted with Group Auditors / External Auditors / Local CORAM team

Supported SCB Finance team during their audit time by facilitating the data required by the auditors. Jul’ 01- May’04 with Sundaram Finance Limited, Chennai Role

Settlement of Pension, PF, Gratuity & other statutory requirements.

Finalisation of Accounts for all Trust Funds including PF, Gratuity, Super annuation. Academics

1999: B.A (Corp Secretaryship) in D G Vaishnav College, Chennai.

2001: MBA (Finance) in Velammal College of Mgmt & Computer Studies, Chennai. IT Skills: Exposure to various Financial Accounting software products / MS Office

● Operating Systems: Windows ME, Windows XP, Unix, MS DOS

● Office Package: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook Express ERP Language Experience

Peoplesoft – Finance

(GL)

6 years

Peoplesoft – EPM (FTP) 4.5 years

Peoplesoft – EPM (ABM) 1.5 years

Personal Details

Date of Birth: 16t h

May 1979

Address: Prestige Bella Vista Flat No. 9053

Tower 9A Govindaraj Nagar,

Poonamalee Road,,

Chennai - 600056,

Marital Status: Married

References: Available on request.

Declaration

I hereby declare that the information and facts herein above stated are true and correct to the best of my knowledge and belief.

Place: Chennai

Date.16/4/2017 R.SRIDHARAN

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