Financial Services Project Management

Jalpa Patel

Claymont, DE *****

********@*****.*** 302-***-****

SUMMARY

Dynamic IT and Systems Database professional with over 13 years of experience in retail banking and financial services.

Developed and implemented governance frameworks to ensure alignment with organizational policies and regulatory requirements

Proficient in Application production support, VBA scripting, SQL, Windows, and Linux.

Advanced proficiency in MS Office suite.

Actively pursuing Cybersecurity education.

Demonstrated aptitude in analytical thinking, multitasking, project management, and leadership.

Effective team player with exceptional communication, detail orientation, and adeptness in written and presentation skills. Thrives on learning new technologies and excels in independent work settings.

Spearheaded the creation and rollout of enterprise-wide governance policies, fostering a culture of compliance and accountability.

Designed and implemented frameworks for policy monitoring, ensuring consistent adherence and timely updates across business units.

Analysed and interpreted regulatory changes, translating requirements into actionable policies and governance strategies.

Skilled in utilizing Autosys, ServiceNow, udeploy, and Oracle Database platforms.

PROFESSIONAL EXPERIENCE

Project Analyst (Hybrid)

JPMorgan Chase (via BCforward, Newark, DE) Sep 2023 – Oct 2024

Supported data conversions and ensured data quality for Wealth Management projects.

Collaborated with cross-functional teams to establish and enforce data governance policies, ensuring compliance with GDPR and other global standards.

Collaborated on project deliverables, progress tracking, and client reporting using Alteryx.

Conducted analytics to identify and resolve data quality deviations using Pivot table and created Macros in Excel.

Tested new system functionalities, aligning them with operational goals.

Played a key role in executing a mid-size conversion program.

Collaborated closely with hiring managers to manage expectations for business and client project deliverables.

Led and participated in progress status meetings at operational and project levels.

Supported front office operations by testing new system functionality to confirm alignment with expectations.

Conducted periodic reviews of IT policies and procedures, identifying gaps and recommending updates to align with industry standards.

Provided continuous feedback on project status, offering constructive options to ensure adherence to original expectations.

Business Systems Analyst (Remote)

U.S. Bancorp Asset Management (via Oakbrook Solutions) May 2022 – Oct 2022

Facilitated Charles Rivers to Bloomberg application migration, gathering business requirements and crafting BRDs.

Drafted and maintained comprehensive documentation on governance strategies, including policy frameworks, compliance checklists, and SOPs.

Designed training modules to educate employees on governance principles, enhancing team compliance awareness.

Monitored and evaluated internal controls to mitigate operational and compliance risks, ensuring adherence to established policies.

Conducted control assessments and audits to identify vulnerabilities and implemented remediation plans to address gaps.

Conducted UAT and coordinated with stakeholders to refine deliverables.

Developed user stories, and test cases, and prioritized tasks using JIRA.

Specialist IS Program Analyst / Data Analyst (Remote)

Amgen Inc. (via Infotree Global Solutions) May 2021 – Mar 2022

Supported the global Thermos LIMS conversion project, ensuring data integrity and system compliance.

Authored SQL queries and executed manual testing procedures in JIRA.

Collaborated with risk management and compliance teams to establish data integrity and system security control frameworks.

Created dashboards and reporting mechanisms to track control effectiveness and identify areas requiring process improvements.

Created and maintained critical business and system documentation.

Business Analyst / Developer III (Remote)

Janssen R&D US (via Ampcus Inc., Spring House, PA) Mar 2020 – Mar 2021

Supported CPLIMS Reporter and maintained Crystal Reports and system documentation.

Partnered with stakeholders to develop risk mitigation strategies, aligning control measures with organizational objectives.

Automated Tableau report deliveries and developed SQL-based reporting tools.

Technical System Analyst / SQL Developer

Amalgamated Bank (via Tech Nerd LLC, New York, NY) Feb 2019 – Apr 2019

•Provided onsite Global Plus support to the Private Banking Division as Vision developer /SQL developer.

•Development and cataloging of customized GLOBAL PLUS (FIS application) – VISION data extract feed programs in support of Amalgamated Bank internal reports tracking log for GLOBAL PLUS under UNIX (IBM/AIX) server environment.

•Support the development

•Developed automated reports and streamlined data migration processes using SSIS.

Technical System Analyst

UBS, Weehawken (via Softcom Systems, Inc., Weehawken, NJ) July 2018 - Dec 2018

Provide onsite Global Plus support to the Private Banking Division as Vision developer

Developed and documented customized GLOBAL PLUS (FIS application) – VISION data extract feed programs to facilitate internal reporting at UBS, operating within UNIX (IBM/AIX) server environments.

Supported the development and enhancement of new and existing customized Global Plus – VISION reports and data extracts.

Collaborated with requirements analysts to interpret technical requirements for iterative design/build/test cycles using agile development principles and practices.

Adhered to Agile methodologies, including participation in daily meetings to provide project updates and ensure process compliance.

Develop, Design, document, and deploy code on the Service Now platform while creating tickets.

Followed SDLC process in Service Now.

Created various tickets for Clients incorrect information. Issues with application etc. in Service Now.

Designed, implemented, and maintained code across development, test, and production environments.

Gained expertise in Agile Software delivery through active participation and development efforts.

Developed coding for below Projects in UNIX(IBM/AIX):

FINMA - The Financial Market Infrastructure Art (FMIA) –FinfraG

Data Refinery

Technical System Analyst / SQL Developer

Royal Bank of Canada, Wilmington, DE Aug 2012 - July 2018

Provide onsite Global Plus and SQL database support to the Wealth Management Division.

Actively participated with team lead, business analyst, and project manager for understanding and gathering requirements from business users.

Proficient in Business Process flow, Business change management, and Business Process Modelling as per user’s needs.

•Development, cataloging, and maintaining of customized GLOBAL PLUS (FIS application) – VISION data extract feed programs in support of RBC internal reports tracking log for GLOBAL PLUS under UNIX (IBM/AIX) server environment based on SQL server.

•Coordinate the movement of Global Plus – VISION source code and executable within the TRBCPROD (Production), and TRBCTST (Test) environments.

•Analyse system specifications, and requirements and developed detailed documentation that included test plans, test cases, test procedures, test scripts, test reports, and Change Management Records which need to be approved by senior managers.

•Optimized data collection procedures and generated reports on a weekly, monthly, and quarterly basis.

•Support the development and enhancement of new and existing customized Global Plus – VISION reports and data extracts (Using the Visualcron application).

•Used MS SharePoint to manage documents and for hosting websites which was used to access shared workspaces and documents.

•Contributed to building trust SharePoint website and assisted in creating electronic forms such as change records, UAT, and report request forms.

•Produced and managed documentation in all phases of FIS Global Plus releases.

•Created new Business Rules and Scripts and imported them into Service Now using data source.

•Moving data in and out of an instance using import sets and transform maps and auto import of data into service now.

•Developed user stories, and test cases, and prioritized tasks using JIRA.

•Responsible for giving Knowledge Transfer (KT) sessions of the project to the Support Team.

•Created and maintained users, roles, and groups and granted privileges to users and groups as per the security and privacy requirements.

•Utilized data analysis tools to identify trends and potential risks in financial portfolios.

•Provide onsite Global Data Store to the Wealth Management Division.

•GDS/OBI Oracle for Trust Reporting:

•Involved in testing when RBC changed platform from Series 7 to GDS.

•Developed reports in GDS(OBI) and delivering enterprise reports.

•Extensively experienced working on different dataflow and control flow tasks, for loop container, sequence container, execute SQL task, and Package configuration.

•Created new procedures to handle complex logic for business and modified already existing stored procedures, functions, views, and tables for new enhancements of the project and to resolve the existing defects.

•Loading data from various sources like OLEDB, and flat files to SQL Server 2012 database Using SSIS Packages and creating data mappings to load the data from source to destination.

•Created batch jobs, and package configuration files to create automated processes using SSIS.

•Develop, Design, document, and deploy code on the Service Now platform while creating tickets.

•Followed SDLC process in Service Now.

•Created various tickets for the Client's incorrect information. Issues with application etc. in Service Now.

•Provide support to the operations department if there are any issues with payable or receivable transactions and Security Processing transaction settlement processes in the SFS Operations unit for Equities, Bonds, and Money Market

•Work with requirements analyst to interpret technical requirements for iterative design/build/test

•Cycles using agile development principles and practices.

•Follow processes and procedures using agile methodologies including daily meetings to provide project updates Design, implement, and maintain code in development, test, and production requirements.

•Deployed SSIS Package into Production using Package configuration to export various package properties to make package environment independent and Data migration using SSIS packages.

•Created and modified existing UNIX shell Scripts as per project and user requirements.

EDUCATION

Associate in computer information system: Goldey Beacom College, Wilmington, DE

Completed in 2003

Bachelor of Commerce in Accounting: Sardar Patel University, Anand, Gujarat, INDIA

Completed in 1995

Diploma in Taxation: Sardar Patel University, Anand, Gujarat, INDIA

Completed in 1996

PROFESSIONAL DEVELOPMENT

Computer Aided Office Practice 1995

Information Technology Centre

1). Computer Fundamentals,2). Operating System (DOS, LAN), 3). Word Processing (WordStar*),

4). Database Operation (FoxPro*) 5). Spreadsheet Operation (Lotus*), 6). Computer in Business

Enrollment No: 03241587

Oracle/Developer 2000 Certification 1998

LCC Computer Education

Advanced Course

C Language & C++ Certification 1998

LCC Computer Education

Advanced Course

Visual Basic 1998

LCC Computer Education

Advanced Course

Alteryx 2024

Certified

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