SUMMARY
PMP certified project management professional with over 20 years of experience in Information Technology for Financial, Telecommunications & Insurance Companies in Agile and Waterfall methodology.
Excellent leadership, analytical, problem-solving, communication and presentation skills with ability to multi task, and manage multiple projects under large enterprise programs.
Proficient in performing GAP analysis, business process reengineering, project planning, systems analysis, troubleshooting and tracking of results.
Advanced skills in scope definition; work break down structure; schedule development; project communications; change control; budgeting and forecasting; vendor management; and liaison across cross departmental, international and offshore teams.
Skilled in identifying dependencies, critical path issues and building effective risk mitigation.
Background in Database Design, SQL, web-based applications, .NET development & development on UNIX platforms.
Core Competencies
Large Scale Program / Project Management ■ Financial & Resource Management ■ Portfolio Planning & Management ■ Change Management ■ Requirements Management
Scope, Risk, Issue & Change Management ■ Business & Client Relationship Management ■ Vendor & Contract Management
Agile / Waterfall Methodologies ■ Requirements Gathering ■ SDLC Lifecycle Management (Applications/Infrastructure) ■ Onshore / Offshore Delivery Models ■ Automation, Integration, Cost Reduction & Business Growth Solutions
Technical Skills
Applications: MS project, Visio, MS Office, Crystal Reports, Tableau, MS Access, Clarity, PPM, Jira, SharePoint
Languages: ASP.NET, Visual Basic, C++, Perl, SQL
PROFESSIONAL EXPERIENCE
TD Bank, NJ Sep 2020 – Current
Senior Technical Project Manager
Leading an enterprise program to build a Digital platform for TD’s Commercial banking clients to provide them with a single holistic view of the health of their business including their entire banking relationship with TD via Single interface to the various TD applications. Integrate disparate applications via web services and APIs to create a simplified and enriched view for the customer. Develop single point of access for business customers to services/platforms. Reduce the effort required to onboard customers and new services.
Work with several Business Technology Partners to understand their roadmap and lead Program and Partners discussions to offer new functionality to customers.
Responsible for integrating the middleware APIs to the Digital Platform to ensure the functionality related to Savings, Checking, Loans, Digital images, Fund transfers, etc. is available to the customer via Single Sign On.
Leading conversations with vendors, vendor management, Business and Technology teams to put together and execute the SOWs with each vendor.
Responsible for leading sessions with vendors and TD for integrating their applications for the Commercial customers to enable SSO via the new Portal.
Function as a Release train engineer by coordinating and aggregating deliverables, risks and dependencies of multiple scrum masters for Executive visibility and driving strategic decisions.
Manage monthly forecasts in TD’s financial system and Clarity, including review and approval of vendor invoices.
Broadridge Financial Services, NJ Dec 2019 – Sep 2020
Senior Project Manager
Leading the infrastructure integration between Broadridge and the Investment Bank for Middle Office and Back Office processes. This was part of the conversion project for an Investment Banking client.
Managed an extensive project plan for connectivity and data flow for 23 workstreams between Broadridge and the client. Leading the management on a key new product that will be leveraged by the Investment Bank client and other Broadridge clients.
Lead the requirements gathering for consuming trading files sfrom client’s previous back office operations service provider to Broadridge’s platform.
Responsible for detailed weekly dashboards and RAID log for reporting and communicating progress on deliverables and key risks and issues with client and internal stakeholders on all leading tasks needed to onboard the client on to the Broadridge system.
TD Bank, NJ July 2012 – Sep 2019
Senior Project Manager
As part of PMO and Business initiatives, managed multiple revenue generating and application/infrastructure projects which involved launching new products for high net-worth Small Business clients. Projects were multi-million dollars, had multi-year deliveries and heavy engagement with business, cross-functional and cross border teams from inception to successful business outcomes.
Project teams were up to 150 team members and consisted of multiple vendors in a matrix environment. Responsible for deployment of Teller, ATM, Digital Channel, Business Intelligence Reports, Mobile application and third-party managed applications. Successfully led Corporate and Specialty Lending, Small Business Banking, Retail, Wealth and Bank Card Line of business projects, including a Regulatory Compliance project with OSFI (Canadian Regulatory Institution) for Commercial Real Estate project. Managed corporate initiative for replacing applications utilizing Windows XP to Windows 7 for Treasury projects.
Managed budget and financials for multimillion-dollar projects and tracking in banking system of record.
Scoped large projects into multi-phased delivery communicating business outcomes for each phase.
Created detailed project plan and work breakdown structure and coordinated for artifacts for timely toll gates.
Proactively identified functional and process gaps to ensure business and technical impact is understood by stakeholders.
Facilitated JAD sessions with all stakeholders including Business, Technology and Architecture teams to build consensus on requirements.
Complied with Bank’s Risk Management process ensuring controls are in place for compliance with standards
Prepared business cases, funding requests, RAID logs, RACI matrices, detailed project plans with WBS (work breakdown structure) and presented budget forecast on a regular basis.
Well versed in Clarity for managing and reporting resource and financial forecasts.
Coordinated testing for enterprise controls for Resiliency (failover), Performance, Pen Test and Stress testing.
Resolved team impediments to ensure team objectives are achieved.
Co-ordinated thorough design/code review/testing while ensuring Risk Management being part of the process.
LTD II Small Business Funding Desk project
Ensured clear communication on change in requirements versus defects.
Ensured Quality and timely delivery by developing functional test cases and tracking issues.
Managed budget constraints by Optimizing batching for testing reducing vendor cycles during testing.
Built credibility and trust with the teams, and worked cohesively with the team members and LOB in issue resolution and figuring out the next steps.
Electronic Signature program – (Retail, Wealth and Bank Card):
As the Business and Technology PM, delivered program business outcomes across 15 applications which included creation/modification of Business Intelligence reports, Filenet, Pega, Docucorp, etc.
Scoped deliverables based on feature driven development.
Partnered with the business to reduce the risk from the large rollout by splitting it by business line.
Refactored the plan allowing for finance and resource management for each tranche in Clarity
Ensured business benefits were kept accurate for each Toll-gate/Tranche (Initiation, Planning, Execution, Closure) in agreement with various stakeholders (Line of Business, Finance, Process Simplification Office, Business Owner, Risk Management, Change Management).
Incorporated detailed cost benefit analysis in Business Case & presented to the Portfolio Investment Board & CFOs.
Procured additional resources to accommodate change in scope to limit impact to timelines.
Led Steering Committee meetings attended by C level Executives.
Worked with Bank’s various Legal and Compliance teams to understand the rules and approvals around ADA compliance for delivering electronic signature functionality.
Treasury projects:
Ensured the risk exception process is followed for gaps identified in integrating vendor technology with Bank’s Infrastructure standards and security policies.
Managed Testing resources and appropriately captured testing status in HP ALM for daily reporting.
Conducted JAD sessions with bank and vendor team to define plan to deliver a quality product in tight timelines.
Decoupled revenue impacting business capability from other features, ensuring bank starts to earn revenue sooner by deploying in phases.
Identified and closed gaps in processes by engaging the key stakeholders and Subject Matter Experts.
Chartis Insurance (AIG), NJ June 2009 – June 2012
IT Project Manager
Travel Guard Worldwide Inc. is Travel Insurance business line of Chartis (AIG). During the course of this employment, managed programs and web, B2C, e-commerce projects in a matrix/cross-functional environment working with virtual teams for integrating with internal/external clients systems in multiple countries, accommodating new business requirements and streamlining intercompany business processes.
Electronic Payment Processing, Credit Card Payment Reconciliation
Prepared & drove $1 million dollar Business Case for a new service provider through necessary gates and Senior Management acceptance. Developed risk assessment, benefits realization & governance plans.
Worked with leads on Cost benefit analysis, System concept & feasibility, vendor engagement documents.
Conducted periodic Steering Committee reviews with C-level executives.
Defined detailed requirements working with business and articulated them to the development team.
Managed a global team of 25 people in a matrix environment.
Communicated with the Sourcing department and vendors to facilitate build vs. buy analysis.
Managed and forecasted budget for the project delivering the project within the estimated budget.
Regulatory compliance for China Region for CIRC (China Insurance Regulatory Commission)
Coordinated viable encryption methods with partner in China, ensuring PCI compliance.
Conducted sprint reviews and daily scrum meetings to communicate with core team and track deliverables.
Implemented Agile framework through Feature Driven approach in Release Planning.
CVV2 for European VISA mandates and Direct Deposit payments for Policy Issuance platform
Rolled out CVV2 to 36 partners including European region and Business to Consumer sites using agile methodology.
Engaged the stakeholders and charted a plan for roll out. Structured the QA testing into multiple phases and gradually rolled out the sites to gain the confidence of the business in the testing.
Coordinated tasks for a global team of developers applying principles of agile methodologies
Helping the Team with Sprint Estimation and Removing Blockers by resolving dependencies.
Performed Daily Stand-ups and periodic Huddles to incrementally reduce Backlog of tasks.
Prudential Financial, NJ Feb 2009 – Apr 2009
Business Systems Analyst
Plan Accounting and Reporting, Prudential Investment Management
Prepared statement of work (SOW), capturing business objective, scope and impact on existing business processes.
Created Activity and Business Use Case diagrams using UML.
Researched and analyzed all aspects of pricing and trading of mutual funds with NSCC and TPAs.
Gathered and analyzed requirements from SMEs and business users. Completed Business Requirement Document (BRD). Prepared Functional Specification Document (FSD) for the technical team for the database and web based applications using UML in MS Visio.
Prudential Financial, NJ Mar 1999 – Dec 2008
Consulting Manager Systems
Performance Communications and Reporting, Prudential Investment Management (1999 – 2008)
The Performance Communications and Reporting group performs reporting on NAVs/Unit Values, performance, Asset Allocation of Holdings, Sectors, Calendar year returns, Dividend and Capital gains of Equity and Fixed Income Mutual Funds, Annuity and Variable Life Insurance products.
Content Management and Reporting for Mutual Funds (2006 – 2008)
Developed Use Cases, Component, and Activity Diagrams and High Level Design using Argo UML.
Produced and maintained project plan and structured project phases following RUP principles.
Utilized ASP.NET(C#), Web Services, AJAX, JavaScript, SSRS and SQL for prudential.com
NT decommissioning and Migration to Windows 2003 (2004 – 2006)
Conducted Impact Analysis, prepared detailed project plan for migration to the new operating system and infrastructure aligning with existing PCOM architecture to comply with Prudential Standards.
Sybase to SQL Server conversion (2003 – 2005)
Lead conversion from Sybase to SQL Server 2000. The ASP code, Stored Procedures, Tables and other database components were changed to comply with SQL Server Syntax
Senior Systems Specialist (1999 – 2002)
Successfully performed various responsibilities for multiple projects related to Prudential.com, Fidelity Devonshire, Bonfire and International/Strategic Partners Funds.
The development for these projects was done in C, C++, Perl on SUN Solaris platform and ASP, XSLT, XSL-FO and XML on Windows NT platform using Sybase as the database.
Consultant at AT&T, Short Hills, NJ (1997 – 1998)
Developed stored procedures and DB library programs in Sybase, Database optimization and performance tuning.
Crystal Reports, Shell, Perl.HTML and CGI.
Consultant at ST. Paul Reinsurance, New York, NY (1996 – 1997)
Developed an application to enter customers, type of risk, calculate premium, losses and expenses: Power Builder, C, C++, Sybase DB library and stored procedures.
TRAINING
Requirements Management Workshop, Software Engineering Process Group
Software Configuration Management Workshop, Software Engineering Process Group
.NET Development, Learning Tree International Corporate Training
EDUCATION
PMP Certified - 2011
Diploma, Computer Science, Informatics Computer Systems, India (1991-1994)
Post Graduate Diploma in Human Resources, M.S. University, India (1995-1996)
Bachelor of Commerce, M.S. University, India (1991-1994)
WORK AUTHORIZATION
U.S Citizen