Kinshuk Agarwal

***** ******* ***** **. *********, NC 28278

E-mail: ad100u@r.postjobfree.com

PERSONAL OBJECTIVE & PROFILE

Seeking a Program/Project Management/Delivery Lead role, collaborating with Business and Technology domains and delivering projects successfully on Time and within Budget.

Professional attributes include adapting to today’s changing business environment by providing the highest levels of service delivery and process improvement, managing Employee relations, adhering to Audit, Legal, Compliance guidelines,

along with the ability to work with classic and matrixed organizations.

EXPOSURE TO FOLLOWING BUSINESS & TECHNICAL DOMAINS:

Business Analysis

SAS-SQL essentials certified

Oracle, MS-Access, SQL Server 2000, TOAD, OBIEE

Business Development

Media Technologies

ENOVIA, SmartTeam, SolidWorks, CATIA, Tiger (FATCA), Cornerstone(AML- CDDI tool)

Marketing Management

Quality Center, Win-runner,

HP ALM

MS Office suite (Word, Excel, PowerPoint), Adobe FrontPage, SharePoint

HR Management

SAP Human Capital Module exposure, web based sourcing

technologies – Boolean searches,

Social-Networking, web/skype

conferencing, Job boards, recruitment sites

Exposure to Generative AI & ML based functions & applications -

Low code based design and delivery including website generation, workflow automation, text to image & text to audio/video generation, building funnels & forms, building

E-commerce applications integrated with payment gateways, mobile app design, Digital-Marketing

C, Java, TSL, PL/SQL

SWIFT Technology, SWIFT Watch, BT Converge,

Exposure to

AWS Cloud Practitioner

Tableau, Salesforce, Azure

Project Management

MS Project 2010, MS Visio2010, Nexus, Horizon JIRA, Confluence, Rally, Kanban, SAFe

Certified Agile Scrum Master (PSM1),

Member of PMI

EDUCATION

University of Pune, India (1997) – B.S. Mechanical Engineering

Certified Agile Scrum Master (PSM) - Scrum.org (July'2017)

Certified Software Test Engineer – Quality Assurance Institute, US (2001)

Harvard University – Human Resources Management – (2012)

Completed case studies – Merck, Sharp & Dohme (leadership and transformation) and

Ritz Carlton (Recruitment, selection, Training and Development)

Project Management Institute (PMI) – Member (2012)

Media – Film Advisory Board member (CPCC, NC) 2010 -2019 – Building shared educational program and initiatives between FTII, India and NC Film Commission and CPCC

Director – World Music Independent Film Festival, Washington DC = 2011

PROFESSIONAL-SUMMARY

IT Program Manager – Delivery Lead – Bank of America (June’22 – Nov’23)

Responsible for managing all aspects of technology build-out and enhancement projects supporting GBAM applications and teams external to the GBAM space

Supported the engagement, estimation, design, testing and deployment of their assigned project using both Agile and Waterfall methodologies

Facilitated business and technology project routines to support the active management and disposition of decisions, issues, risks and TARs. This facilitation was by leveraging core BAC program/project management tools, including SharePoint, JIRA, PMMT, Change DB, Heat Map, PCM, Nexus, Prism (DTS), Materiality survey, Portfolio reporting etc.

Providing monthly financials - Budget, Scoping, Actuals and forecast, allocations and variance

Worked with multiple business partners in a matrixed environment, ensuring gaps and dependencies are identified, documented, communicated and coordinated between multiple work efforts

Responsible for tracking and coordinating all project deliverables and documentation (issue/risk logs, status reports, requirements documentation, design documentation, test plans, test scripts, etc.)

Responsible for all Enterprise Change deliverables (CRQs) tied to specific projects and assistance with completion of deliverables at the program level – examples – Permit to Build, PPRT deliverables, tollgate packages, ECMS related documentation, project Q/A reviews, etc.

Responsible for ensuring Deployment and Delivery task completion, Certification, Business and Tech Validation and Leadership Communications.- engagement with team during Deployment in control rooms and Command centers.

Responsible for weekly executive level reporting outlining project timelines, risks, issues, financials

Projects delivered - (estimated project cost $50K - $800K)

Home Equity Max DTI default based on invalid term entry

On-Us Collateral Disclosure

Condo – Coop Regulatory Client Underwriting – deferred maintenance

DDP Migration to Power curve

Multi-cloud migration of services and decommissioned on-prem data to AWS and GCP

Early Warning System (EWS R29) Service Upgrade

Project Manager/Scrum Master - Media Technology initiatives – Spectrum Charter (May’21 – June’22 )

End to end Project Management - Managed and Delivered Media technology projects in Agile and Waterfall based Hybrid environments, in alignment with multiple stake-holders, Directors, Business, EDO Program and Tech leads

Implementation of program including developing and gaining approval of Program Strategy, driving feedback loop and functions including Communication plan, Weekly Standups, Defect Tracking, Reporting, Escalations, functional documentation(in Rally, Jira and Smartsheet) trace matrix and Sprint ceremonies, Story refinement, Backlog review.

Designed High Level Process/Workflows for Field Ops and Design Engineers for Managed Network Edge (Meraki) Device Automation and to Help DevOps write API processes and enhance internal platforms.

Analyzed budget and forecast variances for Cost Optimization and Operational expenses (Opex),Tableau Reporting

Provide Ad hoc MVP and future Enhancement based Business analysis for Broadband Customer Premise Equipment(CPE) and Digital Media domains on initiatives and proposals developed by sales markets, Field Technicians, Design engineers and Corporate Finance.

Worked with Dev team in requirements gathering to build Ethernet Help desk portal that can intake Circuit IDs and account Numbers with built in Lookup tool and also route tickets to Jira, Salesforce and Remedy.

Developing wireframe and Video Channel database to be accessed as Channel lineup Repository(consolidate all spreadsheets) and also as a Lookup tool.

During Customer provisioning, provide ability to specify Zip code, select DMA, billing codes, select Product type, Frequencies and channel packaging and push config file to Video CPE equipment. Upon loading customer data, need to be able to Mute the channels that the customer didn’t pay for,

yet keep them available for MACD purposes.

Project Manager – Bank of America – SWIFT and Data Transaction services Technology

Global Banking and Markets (Mar'20 – Mar’21)

Delivery focused Techno-Functional Analyst

As a Scrum Master, managed Agile based project delivery of a SWIFT Monitoring Dashboard.

Initiated and managed end to end Agile lifecycle activities – estimation, planning, execution, delivery and review with product owners and stakeholders in US, UK and Hong Kong

(organizing project backlog sessions, DSUs, Sprint review meetings tracking Epic-Story development and assignment, Sprint velocity and Burndown charts). Also part of Change management implementation.

Dashboard was being developed to assist a 24x7 team in APAC who monitor SWIFT applications so they can get a global view and easily identify any issues or break-fixes required in real time, along with Health check indicators using color codes and further drill downs to analyze metrics and respond.

Worked in BTConverge Application, mapping upstream and downstream flows of Application hops

that use SWIFT infrastructure, primarily SWIFT Alliance Access(SAA) and Advanced Messaging Hub(AMH) instances. Created workflow processes, and flow diagrams.

Conducted Annual RISE deliverable – e2e Application Mapping Certification to ensure all flows are synched and working as expected.

Conducted Enterprise wide GAP analysis of Banking and Markets applications that use SWIFT infrastructure.

Initiated and presented analysis to identify list of all applications(by AITs) that send/receive data to the SWIFT messaging interfaces including their usage of BICs and Message Types.

This helps identify the impacted Applications when there is a change to a specific Message type and

reduces dependency of Project managers on Application owners to track applications including Decommissioned and out-of-scope ones.

Develop JIRA stories with the purpose of to establishing interoperability between applications using SWIFT, and increasing resilience and scalability of Bank’s SWIFT infrastructure.

BofA is required to exchange messages with the Clearing(s) in Real-Time using SWIFT Interact service protocol as a gateway, that will enable BofA to send required ISO XML messages to the intended

Target 2 clearing via ESMIG( Euro System market Infrastructure Gateway)

Collaborate with Prod team to Review and present routing rules for various International BICs – France(e.g. BOFAFRP3), Philippines, Thailand, Germany, Dutch, Belgium etc. And gather extracts from internal SWIFT wiki and SWIFT application.

Worked in migration initiative related to future Payments with Target 2 and Euro1 European Clearings that requires transition of BoFA from current SWIFT MT to future ISO 20022 XML messaging standards enabling accurate payment screening, reducing compliance risks, phasing out unstructured data, exchange of richer payment messages and non-financial information between clients and FIs.

Business Analyst - Wells Fargo – AML OBIEE Reporting Cornerstone (Aug'18 – Feb’20)

Within Wells Fargo’s International Group, the Wholesale Customer Due Diligence Team develops, deploys and supports standardized customer due diligence applications and operational processes that efficiently enable global regulatory compliance and support deeper customer understanding and insight.

Created business requirements (user stories and acceptance criteria) and associated activities within the Customer Due Diligence program within Wholesale Business Solutions, in support of remediation of the OCC Consent Order and implementation of the Wholesale BSA/AML Standards.

was part of a team of managed resources and cross-functional teams with enterprise partners to plan, develop, and execute complex programs for the Customer Due Diligence (CDD) suite of applications(Cornerstone, OBIEE Cornerstone Reporting) in an Agile environment.

Business Analyst - Wells Fargo - Conduct Management Office (Jan'18 – July’18)

Part of an Initiative to Build an Enterprise Allegations Platform (EAP) for end to end Allegations, tracking, decisioning and Case Management, In support of remediation of the OCC Consent order.

Involved in Business Requirements gathering and creation (user stories and acceptance criteria), use case design, project planning, UAT Testing and Trace Matrix development.

Worked with multiple lines of business and stakeholders, including Human Resources, Internal Investigations, Employee Relations, Legal, consumer lending, wholesale.

The engagement with Human Resources (HRHD) included data migration from Share point and Peoplesoft reports to EAP as their System of Record (SOR) for case setup. Also involved with LOB in process flow design, based on use cases defining current and future states and decision flows.

The data elements like Employee termination details (Emp ID, Name, job title, termination date, term Reason, case status, problem and solution summary etc.) were identified, mapped and integrated with EAP through intake sources and data feeds.

HR related activities that I have been involved in and exposed to -

Managing Employee Relations

Provided guidance and assistance to employees and management regarding interpretation, compliance, and enforcement of human resources policies and procedures, as well as state and federal laws.

Worked with employees and management to help answer questions, resolve concerns, and/or investigate employee complaints/allegations.

Apprised management on the status of employee issues/concerns and provided recommendations for responsive action as appropriate.

Legal Compliance

Maintains all records, reports, and logs to comply with federal and state employment laws and regulations.

Facilitated training and information sessions regarding employment laws and regulations, risk management, workers compensation, etc.

Maintained human resource information system records.

Experience working with Human Resources Information Systems.

Business Analyst – Bank of America – Global Banking and Markets Technology (Regulatory and Shared Services)

(Aug'16 - Dec'17)

As an analyst, worked on multiple projects using Agile enabled Rally application –

Closure Orchestration Process(COP) scope -

Develop Workflow that supports the existing daily function. Automate - the data load of MOC files, validation checks of closure reports and the ACMS interface.

Create link with authorized data source for entity and account level verification.

Conducted end-to-end Analysis; Involved in Requirement gathering, BRD, Functional Requirements mapping, creation of UML Flow Diagrams, Agile user stories, Sprint planning - scope, capacity, dependency and content management for Business and Technology teams by organizing recurring JAD sessions.

Financial Account Tax Compliance Act (FATCA)

Worked on TIGER application - a framework that is used to capture and store Client level data elements for in-scope clients and to share that client level FATCA data with impacted applications.

TIGER is primarily used by Ops team to input client tax doc information; validate completeness; compare tax doc info against AML info; perform US Indicia search against CED; Set Doc validation and due diligence.

Involved in analysis, PFS creation, simulating scenarios, collaborating with QA teams on HP Quality Center and Technical content creation.

System Analyst – Wells Fargo – Technology Operations Group (April’15 – July’16)

Workflow Automation - Enterprise Patching Project with Technology Operations Group (TOG)

To meet regulatory requirements and ensure timely mitigation of cyber threat risk,

Transitioning from a 90 day OS security patch deployment cycle to a 30 day deployment cycle

Workflow, Business Analysis, Technical Analysis, Project Management and Co-ordination

Technologies utilized:

HPSA, Middleware, Database management, Microsoft Suite and MS Project

Methodologies followed: JAD sessions, SDLC

VP – Bank of America – Legal Technology Operations – Regulatory Investigations (Jan’13 – Mar’15)

Role includes, among other Legal technology services, Managing E-Discovery operations related to Human Resources (HR) data, Divestitures, M&A, Patents, Paralegal and Regulatory case/matter based data dispositions, Legal Strategy and custodian based structured data analysis, Colonet Data-purge, Metrics development and Reporting, CaseCura management, Social-media integration and compliance with Legal content, using IBM Connections, Actiance-Vantage, Kaltura Media Space(SNAPShots) etc. Collaboration apps and media platforms using TOAD Oracle, SQL tools.

HR communicates the list of associates being Terminated or qualified for severance,

query runs identify the list of custodians from the list of identified associates,

email notifications generated to the custodians and matter managers to place an immediate hold on all records in the system that relate to the matter, suspend all normal records retention and destruction programs until further notice (not delete any records that may related to the pending litigation)

Knowledge of recruitment trends and technologies, of local, state and federal employment laws and procedures, state and federal wage and hour laws, staffing and employment practices and employee relations procedures.

Worked with external vendors and partners of Bank of America - IBM connections, Actiance etc. in integration and proof of concept to implementation phases of project delivery and roll outs.

Identifying new technology and process improvement tools:

Social-media integration and compliance with Legal content, using IBM Connections, Actiance-Vantage, Kaltura Media Space (SNAPShots) etc. collaboration apps and media platforms

Business Analyst – Wells Fargo – Enterprise Risk Management Technologies (Oct’11 – Dec’12)

Business Analysis and Requirements management of GSMOS International and Retail projects related to OFAC, AML, watchlist review.

BRD, FSD, Trace Matrix development and end to end project co-ordination through False-Positive build out, Change-Management, Implementation strategy creation and conducting weekly JAD sessions.

Development of Wells Fargo Home Mortgage based Retail project artifacts – BRD, FSD, Change Controls, Implementation Strategy and Feasibility analysis (Current and Future states).

Develop implementation plans, business requirements, functional requirements, proof of concept and other SDLC Lifecycle based project artifacts in Wells Fargo ERMT (Enterprise Risk Management team).

AVP – Consumer Credit Risk Strategy Execution @ Bank of America (Nov’10 – Sep’11)

Business analysis and data management for OLB – Franchise, Pricing and Cash Management – Consumer Card and Integrated Common Decisioning Platform for Small Business lending.

Creating data flow diagrams, Data structures and matrices related to small business lending strategies.

Lead the Pricing Cash Management Business Analysis design and testing management.

Business Analyst – E-Commerce Channel Technology @ Bank of America (Jun’09 – Oct’10)

Involved in phases of delivery of multiple medium to large track projects with cross-functional teams(Business and Technology) and LOBs. Part of the Merrill Lynch – BAC merger initiative besides managing and coordinating various phases of other eCommerce projects aligning with Six Sigma (DMAIC) methodologies and the deliverables via BAC’s ECMS, Nexus and Clarity-systems. Some Examples:

$2.9 M eCommerce integrated release project involving numerous applications for BAC's website; resulting in the successful completion of the project. Goal of optimizing business impacts within the requirements of Card Act provisions accomplished. (including “reasonable” penalty fees and on-going 6 month review of repriced accounts for rate reduction evaluation implemented during Gen I February 2010 with the proposed rule changes related to Unfair or Deceptive Acts or Practices (UDAP), Reg Z & CAA of 2009 affecting credit card processing and disclosure requirements in the US).

$2M eCommerce integrated release project enabling foreign currency purchases via BAC’s authenticated web site; resulting in the successful completion of the project on time and $100K under budget.

$1.5M eCommerce merger of applicable ML and BAC websites, consolidating duplicate ML & BAC site content.

Eliminating underutilized ML sites. Areas of focus included (but not limited to) LOB specific sites (GWIM & GCIB) etc.

Played leadership roles in cross functional/virtual team environment, to strategize, plan and execute a variety of initiatives that align new technologies in Bank of America - Ecommerce channel technology in multiple projects from UDAP to Chip and Pin integration.

Risk Management Analyst – Wells Fargo/Wachovia Consumer Risk - Portfolio Management (Nov'08 – May’09)

Responsible for monitoring collections strategies across consumer loan products. Worked closely with collections sites to understand their needs by extracting data from multiple sources, verifying data accuracy, manipulating and analyzing data.

Creating dialer volume forecasts and tracking performance of current and future strategies

Use credit data to recommend improvements to current strategies based on observed loan performance

Use delinquency and loss forecasts to help create and monitor capacity plans for collections sites

Communicate recommendations, insights and potential corrective actions based on analysis to Senior Leadership

Daily business analytics based operations performed in SAS & SQL

Systems Analyst – Wachovia Corporate Information Center (Jan'07 – Nov’08)

Extensive involvement in the gathering of enterprise monitoring solution related requirements, functional specifications and system design specifications in order to build monitoring solutions, needed to develop and implement proactive performance and monitoring for business and technology related issues.

Functioned as a liaison between technology and LOB Partners, to understand their application monitoring needs and to provide technical and subject matter expertise and solution articulation in areas of enterprise monitoring solutions using tools like SiteScope, BAC, and MOM.

Collaborated with IT and Business partner(s) and provided risk assessments and analysis for management awareness. Documented business continuity and application recovery plans and procedures. Performed resource estimation assessments as well as forecast reporting. Responsible for directly interacting with the technicians and customers for their RAPS Request.

Produced various customized IT process based artifacts related to performance monitoring – Triage/Escalation processes, Business Process Decomposition document, Business Process Monitoring Project Plans, etc. Documented monitoring requirements, specifications and recommended monitoring solutions.

Assisted CIB, Technology services, Retail, Shared Services in organizing the monitoring schedules, enabling/disabling of alerts and engaged CIB for a collaborative effort in updating documentation and communicating changes made to CIB Middleware monitoring.

Basic level SQL queries used for data warehousing on internal Managed objects databases and PICCT. Also used BI tools like BAC (HP) for trending, reporting analysis.

Continuous Process Improvement (CPI) and Business Process mapping based on Six Sigma and EPMM methodologies.

Project Manager – Wachovia Corporate Investment Banking Technology (Jan’06- Jan’07)

Conducted extensive analysis of CIB related infrastructure and applications, creating metrics, reports and pie-charts and graphs as data indicators, being presented to senior management.

Collaborated with various business units/channels like Technology services, Production Services, ESM, DSO, Availability Management etc. to facilitate, service and infrastructure based monitoring for applications like Buffet, FX market data etc.

Completed an extensive infrastructure monitoring gap analysis for Middleware, Logical Network Services, E-Mail and MQ Messaging and created summary reports to validate the health of the systems. Used PICCT for data mining.

Collaborated with Tech writers and developers in UI design, test and creation of dashboards for applications like FISTS, SWIFT that could indicate the health of the system by polling alerts and subscriptions.

Conducted cross functional Project co-ordination and JAD sessions for requirements gathering and documentation, technical analysis and for recording project milestones.

Exposure to Basel II, Treasury Services, Fixed Income, Hedge Funds, Derivative Products, Risk Management, Capital Markets, Business continuity.

Senior PLM Consultant/Project Manager – Dassault Systemes (May’00- Jan’06)

This French conglomerate is a global software developer for the Computer Aided Design, Manufacturing, Engineering and Product Lifecycle Management markets.

Account Manager – Pentasoft Technologies, India (Dec’99- Apr’00)

This organization provides global solutions in Education & Training and Engineering Services to IT industries, through knowledge-management, partnering with IBM and Microsoft

Account Manager – Sungrace Corp. India (Apr’99- Dec’99)

This is a well-established business group in India providing off-shore Software Development, E-Strategy and Engineering Consulting Services.

Application/Sales Engineer – Nexus, India (Nov’97- Mar’99)

This organization specializes in engineering consultancy services for the manufacturing and the CAD/CAM based software industry and is tied-up with leading Indian and European Automotive companies like Fiat, Italy.

KEY SUCCESS

Shared Success award from Hispanic /Latino ERN at Wachovia.

Received certificate of recognition from Boeing, on achieving excellence in Project Management and On-Site Technical Support.

Project Delivery Success Recognition from Bank of America

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