PURU SAREEN

***** ****** ***, ******, ** *****

adbro5@r.postjobfree.com 201-***-****

Technology professional adept in end-to-end software delivery management, program/project management, PMO, managing onsite and offshore teams of developers in India, mentoring cross-functional teams, software development using waterfall, SDLC, Scrum, Agile/SAFe Agile methodologies, consulting, technology strategy, pre- sales, post-sales, service delivery, partnering with executives, consultative sales, client relationship building, with experience across multiple industries in Financial Services, Payments and Global Money Transfer, Banking, Wealth Management, Chemicals and Pharmaceuticals, Medical Practice Management, Medical Billing, Electronic Medical Records, related technologies, regulatory compliance, business process and organizational change management. KEY AREAS OF EXPERTISE

Program & Project Management Broaden Client Relationships Business Development

Project Lifecycle Management Executive level Communication Client Engagement Lead

Consultative Sales Process Cross-Functional Teams Certified SAFe Agilist

Business & Technology Strategy Management Certified Scrum Master EXPERIENCE

WESTERN UNION, Montvale, NJ Mar 2016 – present

IT Software Delivery Manager

- Planned and implemented large IT projects managing scrum teams for delivery of custom software development on schedule and within budget, managing senior stakeholders’ expectations and globally dispersed technology teams for multiple portfolios in international money transfer, global compliance regulations, mobile applications, digital technologies, cloud infrastructure implementation, information security, data privacy initiatives, Point of Sale (POS) systems and third-party system integration (Salesforce, RDC, etc.) to meet US and international regulatory requirements incl. Anti Money Laundering (AML), Know Your Customer (KYC), Fraud Investigations, Suspicious Activity Reports, etc. to improve operational efficiency and C2B and B2B customer experiences.

- Successfully managed and delivered $60+million enterprise program of US Dept. of Justice and RSM audit mandated requirements through multiple project portfolios and 100+ member global, cross-functional teams.

- Evaluated new technology strategies, conducted financial planning, forecasting and budgeting, negotiated Service Level Agreements, Statements of Work, managing end-to-end project lifecycle- high level planning, business process analysis, JIRA user stories, plan adjustments, risks mitigation and senior executive reporting.

- Coordinated Waterfall to Agile transformation, organizational change, liaising with business leaders and stakeholders, defining scope – features and user stories, prioritizing Minimum Business Increments, conducting Sprints cadence, Scrums, Scrum of Scrums, Synch Ups at Product Owners, Agile Release Train/Solution levels, presenting to stakeholders and executives to improve customer experiences and enhance business value by 150%. Independent Consultancy, Ridgewood, NJ Jan 2009 – Mar 2016 IT Consultant / Project Manager

- IT project manager, engagement lead and account manager at global chemical firm to implement $50+ million infrastructure outsourcing, global help desk and network support, and managed contract negotiations, Service Level Agreements, Statements of Work, liaising with management and technology, to reduce IT costs by 30%.

- Business development consultant to an international pharmaceuticals and intermediate molecules manufacturer in aligning technology strategy and marketing initiatives with business objectives to increase profitability by 30%.

- Business and IT consultant in medical practice management, medical billing and EMR solutions, software implementations and training for physicians and practice management offices to increase efficiency by 50%.

- Management Consultant to financial firm in trading, risk management, investments and related technologies. PURU SAREEN

BANK OF AMERICA, New York, NY Jun 2006 – Dec 2008

Director, Sales and Business Development

- Successfully increased the bank’s largest division’s business in alternative investment sales by 150% over 3 years through effective proactive pre-sales, investigative consultative sales and client relationship building.

- Responsible for Midwest Regional sales of alternative investments to private wealth management clients to make client portfolios more risk efficient based on in-depth analysis of client risk profiles and objectives utilizing tailored solutions in traditional and alternative investments, hedge funds, private equity, and real estate.

- Developed analytics for portfolio risk and asset allocation for financial advisors and portfolio managers. CALYON USA, New York, NY Dec 2004 - Jun 2006

Vice President, Sales

- Managed client relationships and sales of structured products in USA and related contract negotiations. COMMERZBANK, New York, NY Jul 2003 – Nov 2004

AVP, Sales

- Responsible for sales of equity derivative, equity variance swaps and volatility trading strategies to US clients. PINNACLE SYSTEMS INC., New York, NY Feb 2003 – Jul 2003 IT Consulting Business Development

- Managed Banking Sector Business Development to add new clients and broaden existing business relationships.

- Established finance and capital markets training centers for programmers and systems analysts in India and USA.

- Implemented marketing strategy and consulting offerings across financial and capital markets sub-domains. MERRILL LYNCH, New York, NY Jun 2000 – Feb 2002

Research Analyst

- Conducted US investment strategy, industry sectors research and asset allocation modeling for private clients.

- Co-authored ‘US Investment Strategy’ weekly, ‘Monthly Strategic View’, ’and Mid-Week Markets Update.’

- Designed and developed research models and established an integrated technology platform for aggregation and analysis of macroeconomic and company level market data from multiple data providers. CREDIT SUISSE FIRST BOSTON, New York, NY Sep 1997 – Jun 2000 Research Analyst

- Conducted US industry sectors equity research, investment strategy and asset allocation modeling for clients.

- Contributed to ’Portfolio Strategy Weekly’, Monthly ’Strategic Update’, and ’Portfolio Strategy Earnings Update.’ EDUCATION

MBA in Finance, Stern School of Business, New York University, NY, USA Masters in Chemistry & Bachelors in Chemical Engineering, Birla Institute of Tech & Science, Pilani, India

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