Project Management Business Analysis

SMITA DAWRA

E-Mail: *****.*****@*****.***

Phone: 201-***-****

Seeking assignments with key focus on

~Project Management ~Business Analysis ~Process Improvement ~Team Management SKILL SET

Program/Project Management

Business Analysis

Investment Banking

Trade Lifecycle

Data Analysis/Analytics

Reconciliations

Gap Analysis

Requirement Gathering

Quality Assurance

UAT Support

Intellimatch

Retail Banking

Loan lifecycle

ACADEMIC DETAILS

• PGDM (Finance) from Indian

Institute of Modern Management

(IIMM) Pune in 2008 with 78.15%

• Bachelor of Commerce (H) from Shri

Ram College of Commerce (SRCC)

Delhi in 2005 with 69%

• 12th from ISE Board, Girls High

School & College, Allahabad in 2002

with 92%

• 10th from ICSE Board, Girls High

School & College, Allahabad in 2000

with 87.4%

Certifications:

• Completed NSE Certification from

Financial Market (NCFM) in Capital

Markets Dealer Module, Securities

Module, Derivatives Core Module,

Commodity Market Module

PROFILE SUMMARY

• Hardworking individual, with high energy possessing excellent analytical skills, offering approx. 15 years of Project Management and Business Analysis experience

• Excellent domain expertise in:

Investment Banking - Back-office Reconciliations, CRM, Client On- boarding, KYC, Client Deactivation, Trade Lifecycle (understanding of different asset classes), Client Static/Reference Data, Market data

Retail Banking - Lending (Auto/personal/education/credit cards) & Mortgages covering full loan lifecycle from loan origination, loan servicing to loan recovery management

• Expertise in Data Analytics, Business Intelligence (BI) and Management Information (MI) reporting covering in-depth data analysis across the bank

• Excellent command in preparation and review of documents such as business requirement document (BRD), GAP analysis document

(GAD), process mapping document (PMD), understanding document (UD), functional specification document (FSD), user manual (UM), user stories and functional test cases

• Imparted product trainings (internal and external), end user demo/trainings, and UAT support

• Excellent exposure of SDLC in Agile Methodology as a Scrum Master and Product Owner, JIRA Management

• Client site implementation experience

• Strong Program Management, Project Management, Team Management, Team Building, Relationship management, Vendor Management and Communication skills

NOTABLE ACCOMPLISHMENTS ACROSS THE CAREER

• Received Appreciation notes and awards from different teams across Barclays

• Received an "Ovation Award" from RBS - UK

• Have been rated excellent/outstanding for exceeding all my objectives in more than 5 consecutive years in my career

• Received two "Spot Award" and one "Star Team of the month" award in RBS

• Received "Nucliete of the month" award in 2013 in Nucleus

• Nominated for the best team for small live project category award for the year 2012-2013 in Nucleus

• Awarded by Mayor of Allahabad in class XII for being a meritorious student

ORGANISATIONAL EXPERIENCE

July'17-Oct’23 with Barclays India, Pune as Lead Business Analyst/Project Manager (Vice President) Roles & Responsibilities:

• Project Lead for IB Finance and SIP BoW, managing critical migration of Reconciliation controls from existing Sub Ledger systems to MOTIF (Strategic Sub Ledger system)

• Managing and handling Reconciliations IB Finance Team of ~25 members

• Planning and managing MTP, Budgeting, Resourcing, Estimation, Program deliverables, all PM deliverables across all SIP milestones for Reconciliations

• Working with cross-functional teams like Back office (Operations), Compliance, Audit and Risk throughout all phases from project planning till go-live

• Change Analyst Role - Responsible for Scoping, requirement gathering, documentation, proposing solution, KT for developers/testers and UAT support related to customer analytics and MI reporting

• Excellent knowledge of building solutions on Intellimatch - Reconciliation tool

• Managing cross-project dependencies, meeting all the deadlines and ensuring successful delivery on schedule and with quality output

• Driving initiatives around process improvement, reduced SDLC and Knowledge management Brief Summary of key projects worked on:

Reconciliations for IB and Non IB business

Barclays uses Intellimatch as its strategic tool for reconciliation. All functions within Barclays like IB - Markets, Finance, Corporate, Wealth, Retail, Cards have reconciliations on-boarded onto Intellimatch. I have worked on different types of reconciliations like Depo, Nostro, Inter System and Balance Sheet. Also, I have in-depth knowledge to setup different types of reconciliations like FOFO, FOMO, FOBO Dec’13-Jun'17 with Royal Bank of Scotland, Gurugram as Senior Business Analyst Roles & Responsibilities:

• Worked with front office (Investment bankers/Salesperson/Traders), operations, compliance and risk teams throughout all phases from requirement gathering till UAT sign off

• Responsible for requirement gathering, documentation, proposing solution, KT for developers/testers and UAT support related to customer analytics and MI reporting

• Excellent usage knowledge on different reporting applications like Agile Markets, Qlikview and Business Objects

• Analyzing issues and bugs raised by client during UAT phase and providing timely resolutions

• Imparted hands-on training for stakeholders

• Meeting all the deadlines and ensuring successful delivery in time and with quality output

• Managing projects from India with direct engagement with stakeholders in the UK

• Managing and handling India BA team

Brief Summary of key projects worked on:

Deactivation & Exit Project - TMO&SS, CIB

This project was related to identifying and reporting whether a client is active and enabled to trade on a trading platform or has open positions/RWA within RBS or not so that the inactive clients can be exited to save client maintenance cost. It covered analysis of client data, trade data and markets data across RBS for a client.

Single Client View Project - TMO&SS, CIB

Single client view project was around providing a single, consistent and timely view of customer data so that front office can do pre trade checks before entering into a trade with the client KYC Project - Client Origination & Technology, CIB KYC project included providing business reports for KYC and client related data. It also included developing activity control reports for financial crime team for understanding if there is an activity happening on a client which is in exit state or already exited.

CRM Project - Client Origination & Technology, M&IB CRM project involved improvement in CRM application within RBS for International Banking (IB). Aug’10-Dec'13 with Nucleus Software Exports Limited, Noida as Business Analyst Roles & Responsibilities:

• Analysed various banks/NBFCs 'As Is business process' and proposed solution to achieve 'To Be process'

• Responsible for requirement gathering, documentation, KT to developers/testers, functional testing and UAT signoff

• Analyzing issues and bugs raised by client during UAT phase and providing timely resolutions

• Conducted hands on training for business users

• Active participation in company’s new product development

• Working experience on FinnOne™ Customer Acquisition System, FinnOne™ Collateral Management System, FinnOne™ Document Management System

Jul’08-Dec'09 with Oracle Financial Software Services, Bangalore as Associate Business Analyst Roles & Responsibilities:

• Worked on Corporate Actions projects for a client in USA. The role included documentation, gap analysis, test case scenario preparation and testing

• With a service level agreement of 53 bugs, the delivery was made with 8 defect counts

• Awarded for getting UAT signed off and leading the SIT testing team SUMMER I NTERNSHIP

Organisation: HCL Technologies Limited, Bangalore

Duration: 8 weeks (Sep’07- Oct’07)

Title: Potential of KPO in Financial Services

Description: The project was executed to identify the global potential for HCL in Financial Services Knowledge Process Outsourcing (KPO). I was involved in extensive secondary research and prepared a financial plan for HCL which was recommended to the management I T SKILLS

Tools: Microsoft Office (Word, Excel, PowerPoint) and SQL, Intellimatch 9.2, JIRA, Agile Central Operating Systems: Windows (XP/07/08/10)

PERSONAL DETAILS

Date of Birth: 13th December 1983

Present Address: 16 Donna Drive, East Hanover, New Jersey – 07936 Visa Status: Holding valid US work Visa

Languages Known: English and Hindi

Contact this candidate