Senior Project Manager - Senior Business Analyst - 18+ yrs Experience

Samrat Paul, PMP®, CSM®

Senior Project Manager/Senior Business Analyst

647-***-**** ****.**********@*****.*** www.linkedin.com/in/samrat-paul15/ Results-driven Senior Project Manager Senior Business Analyst with over 18 years of experience delivering complex IT transformation, cloud migration, and regulatory compliance initiatives across Wealth, Insurance, Telecom, e-commerce, logistics, and multimedia. Strong leadership in data governance, impact analysis, stakeholder engagement, and enterprise process optimization. Proven ability to lead cross-functional teams, driving operational excellence through Agile and Waterfall methodologies, manage regulatory programs and execute high-value initiatives including a $10M migration program with measurable business impact. Profile Summary

• Over 18 years of experience in Project Management, IT Business Operations, Business Analysis, Client Management in Wealth, Insurance, Telecom, e-Commerce, and in the IT services industry, delivering and managing high-impact projects.

• Business Transformation, Migration, Automation, and Strategic Enhancements projects.

• Manage the end-to-end development lifecycle of software development, as well as quality testing

• Lead end-to-end project management across all phases—planning, execution, monitoring, controlling, and closing, ensuring delivery within scope, time, budget, and quality standards, supported by comprehensive plans detailing schedules, budgets, and resource allocations.

• Collaborate with cross-functional teams, including Stakeholders, various product development teams, and operations, to facilitate seamless project delivery and achieve project objectives.

• Identify, track, and manage project risks, issues, and dependencies, employing project metrics and risk management principles to mitigate potential schedule impacts.

• Lead recurring governance meetings with the client steering committee to ensure alignment on program milestones and future strategy.

• Lead cross-functional, multi-cultural, geographically dispersed teams

• Establish and manage MBOs/KPIs for the team

• Partner with leadership to create and maintain departmental staffing plans, organizational charts, budgets, and other appropriate departmental documentation

• Create Business process models, flow diagrams and future state diagrams based on the approved BRD.

• Lead sprint ceremonies and prioritization discussions with the business and dev teams, respectively.

• Agile, Hybrid, Scrum, PDLC, SDLC, Waterfall Method Core Competencies & Technical Skills

• Project & Program Management: Extensive experience with Agile, Waterfall, and Scrum methodologies across diverse industries

• Business Process Improvement: Skilled in process re-engineering, BPMN modeling, and Visio-based documentation

• Cloud Migration & IT Operations: Led legacy modernization, cloud readiness assessments, CI/CD coordination, and system decommissioning

• Agile, ITIL & Delivery Governance: Scrum ceremonies, backlog management, sprint planning; ITIL Change/Release/Problem/ SLA/SLM/Capacity

• Data Analytics & KPI Reporting: Developed dashboards using Power BI, Tableau, SQL, and Excel to monitor performance and drive insights

• Testing, Release & Deployment: UAT planning, QA coordination, production deployment strategies; release governance, environment readiness & defect management.

• Regulatory Compliance: Ensured alignment with PIPEDA and GDPR standards across enterprise initiatives

• Risk Management & Change Control: Implemented CAB processes, RCA methodologies, risk registers, and RTM frameworks

• Stakeholder Engagement & Governance: Facilitated steering committees, business alignment sessions, and executive reporting

• Cross-Functional Team Leadership: Directed global teams in matrix and Agile environments to deliver high-impact solutions

• Financial Management: Oversaw budgeting, forecasting, PO lifecycle, and vendor relationships for multimillion-dollar projects

• Project & Agile Tools: Proficient in JIRA, Microsoft Project, Confluence, Rally, kanban, SharePoint, HP Quality Center, ServiceNow

• Automation & DevOps Tools: Hands-on with Jenkins, Git, Azure DevOps, AppDynamics, Splunk, Grafana, BMC Remedy

• Cloud & Infrastructure Platforms: Experienced with Microsoft Azure, AWS, CIAM, infrastructure readiness planning

• Documentation & Modeling: Expert in BRD/FRD creation, RTM, process mapping, user stories, and Visio (BPMN) EXPERIENCE

Client: Canada Life Period: Oct 2025 - Present

Position: Senior Project Manager & Delivery Lead

Project Description: Directing Canada Life’s Bill 64 compliance initiative, driving enterprise-wide updates to ensure full alignment with Quebec’s updated personal information protection requirements. The initiative requires close collaboration between Legal, Compliance, IT, Operations, Product Teams, Vendors, and Customer Experience teams. This program ensures Canada Life meets regulatory obligations, reduces privacy risk, and reinforces trust by adopting modern, accountable data-protection standards. Program Scope

Enterprise compliance program impacting 10+ business units, multiple enterprise systems across Legal, Compliance, IT, Operations, Product, and Customer Experience.

Key Responsibilities

• Led end-to-end enterprise-wide Bill 64 compliance, translating regulatory needs into actionable technical and operational deliverables across multiple systems and business units.

• Embed Agile delivery practices across Legal, Compliance, IT, and Product teams by driving iterative planning, backlog refinement, and sprint-based execution, accelerating regulatory readiness while ensuring continuous alignment with evolving Bill 64 interpretations.

• Direct cross-functional teams (Legal, Compliance, IT, Architecture, Infrastructure, QA, Operations, Vendors) to execute regulatory, process, and system changes.

• Led cross-functional Agile ceremonies (daily standups, sprint reviews, retrospectives) to improve transparency, strengthen team accountability, and rapidly unblock dependencies across 10+ business units, resulting in faster decision cycles and higher-quality compliance deliverables.

• Own end-to-end project delivery, including integrated project plans, RAID management, dependency tracking, resource coordination, and release readiness.

• Run executive governance through steering committees, providing status reporting, decision logs, risk escalations, and delivery roadmaps.

• Ensure strict adherence to Canada Life's governance standards, including the maintenance of: o Change requests

o RAID (Risks, Assumptions, Issues, and Dependencies) management

• Oversee UAT strategy, test planning, defect triage, and requirements traceability to ensure successful deployment and compliance validation.

• Enhance delivery governance by improving templates, documentation standards, and change control processes.

• Manage multimillion-dollar project budgets, forecasts, variance analysis, and vendor SOW negotiations to maintain financial discipline.

• Coordinate technical teams to ensure architecture alignment, infrastructure readiness, integration planning, and production deployment execution.

• Mentor junior PMs and strengthen PMO maturity by refining delivery frameworks, communication standards, and operational best practices.

Client: Horizon Canada Inc Period: Feb 2025 to Sep 2025 Position: Senior Business Analyst (Acting PM)

Project Description: Leading Power BI dashboard transformation initiative supporting financial data integration and executive reporting, with a strong focus on stakeholder collaboration, user experience, and regulatory compliance. Oversaw a cross-functional team of developers, analysts, and QA engineers to deliver high-visibility dashboards aligned with enterprise business intelligence goals. Key Responsibilities

• Led the end-to-end development of enhanced Power BI dashboards, collaborating with UX/UI teams to ensure intuitive layout and functionality.

• Partnered with data analysts and engineers to refine data models and integrate new data sources supporting strategic reporting.

• Managed dashboard enhancement change process across business units, ensuring smooth stakeholder adoption and business continuity.

• Drove Agile delivery for reporting and dashboard modernization by leading backlog creation, prioritization, and iterative sprint cycles across data engineering, UX/UI, and analytics teams by ensuring continuous value delivery and rapid refinement of Power BI and AI-driven solutions.

• Implemented CIAM-based user authentication and access control for secure dashboard access across financial applications.

• Oversaw dashboard integration with Excel-exported datasets to deliver consolidated, actionable insights.

• Worked with enterprise architects to define scalable system designs that align with integration standards and evolving business needs.

• Implemented an AI-driven chat support solution to automate and resolve basic client requests, improving response speed and reducing manual workload.

• Conducted gap analysis and led communication planning for change management initiatives tied to reporting enhancements.

• Delivered client-facing technology proposals, including solution architecture, cost modeling, and resource planning.

• Facilitated stakeholder workshops and mapped current and future state business processes using BPMN standards.

• Facilitated Agile ceremonies to accelerate cross-functional alignment, unblock data and integration dependencies, and improve delivery velocity for CIAM access controls, KPI dashboards, and automation enhancements.

• Authored comprehensive BRDs and FRDs to bridge technical and business teams effectively.

• Deployed KPI-driven dashboards, reducing task turnaround time by 30% and improving real-time visibility for leadership.

• Led the creation of process documentation and visual assets to reduce onboarding time and increase team efficiency.

• Directed data standardization efforts for golden source master data and reporting accuracy.

• Developed stakeholder training materials and quick reference guides as part of enablement strategy.

• Integrated lightweight automation tools to streamline data processing workflows.

• Coordinated enterprise data governance, focusing on KPI alignment, compliance metrics, and reporting consistency.

• Conducted exploratory data analysis using Excel and SQL to support executive decision-making.

• Ensured alignment with PIPEDA compliance requirements by embedding privacy-by-design principles in dashboard access controls, data visualization practices, and reporting mechanisms. Client: Comcast Period: Jan 2020 to Dec 2022

Employer: Amdocs Position: Project Manager – IT Operations Project Description: Led a large-scale cloud migration and infrastructure transformation initiative to consolidate four legacy billing systems into a unified, cloud-native platform. The project focused on improving Operations Support Systems (OSS) efficiency, system resilience, service provisioning, and regulatory alignment in a high-volume environment. Key Responsibilities

• Directed the decommissioning of legacy platforms and successfully transitioned stakeholders to a consolidated billing system, ensuring business continuity and post-migration readiness through Custodian Integration.

• Oversaw major incident tracking and escalation management, ensuring alignment with ITIL protocols and minimizing service disruption.

• Led high-stakes war-room calls during critical system outages, coordinating real-time response strategies to restore services within SLA timelines.

• Implemented integrated AI-powered observability tools, significantly enhancing system reliability and reducing downtime by 20%.

• Collaborated with development teams to manage code repositories, enforce change control, and maintain operational consistency across environments.

• Partnered with business intelligence teams to ensure data integrity and consistency across enterprise dashboards and reporting structures.

• Championed Agile methodologies by facilitating Scrum ceremonies and coaching distributed teams to improve delivery cadence and cross-team collaboration.

• Led structured change management processes through the Change Advisory Board (CAB), assessing risk and ensuring seamless rollout of production changes.

• Delivered automation initiatives for service provisioning and system checks, achieving defect-free deployments within strict timelines.

• Defined and enforced quality standards for project deliverables across the SDLC, ensuring adherence to enterprise delivery expectations.

• Managed project-wide communication, status reporting, and issue tracking while maintaining alignment with business objectives for Go-Live.

• Forecasted, tracked, and managed project budgets, vendor POs, invoices, and resource allocations, ensuring financial discipline and transparency.

• Fostered a high-performance, collaborative environment that emphasized accountability, innovation, and results.

• Ensured robust audit trails, change documentation, access controls, and data validation mechanisms throughout the project lifecycle.

Client: Dex YP/Thryv, USA Period: July 2016 to Dec 2019 Employer: Amdocs Position: PMO & Principal Business Analyst Project Description: Led key initiatives to modernize Business Support Systems (BSS) for billing, customer care, and order management by migrating legacy infrastructure to a cloud-based platform. Oversaw the project lifecycle from requirements through delivery while aligning systems and processes with privacy and compliance framework. Key Responsibilities

• Directed end-to-end system migration from legacy platforms to cloud infrastructure, ensuring data integrity, zero data loss, and minimal operational downtime.

• Validated ETL processes and transformation rules to ensure data accuracy and regulatory alignment.

• Coordinated with cross-functional teams to reconcile data across source systems and dashboards, reinforcing data accuracy and transparency.

• Led GO/NO-GO decisions for Go-Live to Production and post-deployment “Lessons Learned” sessions to improve delivery effectiveness.

• Led engagement for high-visibility projects with Amdocs Enterprise BI, overseeing stakeholder alignment and delivery performance.

• Spearheaded multiple IT implementations, ensuring scope, schedule, and quality objectives were met.

• Conducted requirements gathering sessions and provided advisory support to Business Analysts for regulatory-conscious reporting and decision-making.

• Managed full project lifecycle under Agile frameworks—conceptualization, design, development, testing, deployment, and support.

• Championed GDPR compliance by ensuring personal data collected through customer care and order systems met standards for consent, accuracy, and access traceability.

• Tracked, documented, and maintained project requirements using RTM to align deliverables and minimize audit risks.

• Delivered strategic planning workshops, “Walk-a-Mile” sessions, and stakeholder engagement activities to drive alignment and transparency.

• Supported Tier 2 Service Desk operations, ensuring SLA adherence and minimizing operational escalations.

• Authored user stories and led Scrum ceremonies involving stakeholders, SMEs, and engineering teams.

• Drove change management efforts to align deliverables with evolving compliance and business needs.

• Introduced process enhancements that reduced operating costs by 17% and improved delivery efficiency.

• Developed and delivered onboarding and training programs for 20+ new project team members. Client: AT&T (YP) Period: Sep 2012 to Jun 2016

Employer: Amdocs Position: Lead Business Analyst

Project Description: Managed large-scale operational support and testing initiatives for AT&T’s Sales, Billing, and Finance systems across multiple business units including Publishing, Customer Service, and Sales Fulfillment. Directed a team of Business Analysts and Testers, ensuring timely resolution of production issues and high-quality testing standards. Key Responsibilities

• Led offshore transition of critical business processes, including the creation of structured training and documentation plans to ensure knowledge transfer and continuity.

• Enhanced workflow efficiency by 24% through process reengineering and stakeholder coordination.

• Oversaw defect-free UAT and regression testing for major system upgrades, improving release stability and user satisfaction.

• Applied strong data governance practices to improve traceability across test environments and systems.

• Delivered executive-level insights through dashboard reports and data visualizations using SQL and Excel.

• Strengthened client relationships by facilitating regular feedback loops and translating inputs into actionable improvements.

• Promoted a team-oriented environment while maintaining accountability, quality control, and delivery discipline. Client: MOL Group, Hungary Period: May 2009 to Sep 2012 Employer: AXICOM Technologies Position: Technical Analyst (Process trainer and Quality) Project Description: Led IT infrastructure and asset management initiatives across multiple MOL Group departments, ensuring operational readiness and alignment with enterprise capacity and deployment needs. Key Responsibilities

• Conducted detailed requirement analysis and stakeholder consultations to capture specifications related to configuration, location, cost, and vendor planning.

• Facilitated Operation Readiness Review (ORR) and CAB meetings to validate technical solutions and ensure approval across cross-functional teams.

• Directed application and hardware deployment within virtual infrastructure, ensuring system integration with minimal business disruption.

• Designed and delivered training programs and refresher courses for support teams to enable post-implementation productivity.

• Produced performance dashboards and executive reports for senior management to track infrastructure status and team readiness.

• Collaborated with project owners to define data utilization timelines, budget considerations, and delivery checkpoints. Client: TIME Magazine, USA Period: Sep 2006 to Apr 2009 Employer: MINDTREE Position: Programmer Analyst

Project Description: Led end-to-end development and onsite implementation of publishing technology solutions for TIME Magazine in New York. Acted as the technical lead for application design, coding, and production deployment of core business systems. Key Responsibilities

• Spearheaded Java/J2EE-based UI development and application integration, managing both frontend and backend components.

• Provided architecture inputs and implemented structured change requests to enhance application scalability and user performance.

• Collaborated closely with offshore teams to ensure delivery consistency, meeting deadlines and design expectations.

• Traveled onsite to manage the final deployment, test execution, and production go-live for critical releases.

• Supported application maintenance and debugging activities, contributing to long-term system stability and enhancement cycles.

Education & Certification:

Entrepreneurship – Saskatchewan Polytechnic, Canada Jan 2024 - Dec 2024 Project Management – Sheridan College, Canada May 2023 - Dec 2023 Master of Computer Application – BIT, India Jun 2003 - Jul 2006 Certifications:

• PMP® – Project Management Professional

• CSM® – Certified Scrum Master

• ITIL® Service Management

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