PANKAJ KULSHRESTHA
J-***, SF, Mayfield Garden, Sector-51, Gurgaon, Haryana, India
Cell: +91-971*******
Res: +91-124-*******
Email: ************@*****.***
Dynamic and accomplished professional with 12 years of experience in varied business domains including international exposure in USA and Singapore
Excels in translating business owners’ vision into feasible solutions
TARGET SECTOR: IT Software, Insurance, Healthcare, Oil, Construction
Objective: Seeking to be Project Manager / Sr. Business Consultant in the area of Business Analysis, DW, BI, Service Delivery, Transition Management, & Development with a progressive & vibrant organization to expand knowledge and ensure continuous organizational improvement by utilizing technical, functional and strategic planning skills.
Expertise in executing multiple projects in a hybrid onsite-offshore model and managing global delivery frameworks.
Proficient in creating project charter & business cases, conducting feasibility studies, estimation, business analysis, requirement gathering, GAP analysis, preparing business requirement & functional specifications.
Skilled in identifying & mapping business requirements of multiple clients and business partners and providing innovative & cost effective solutions.
Adroit in developing, implementing and transitioning more than 10 business processes and customizing global business process (US, Canada and Ireland) in line with clients’ guidelines.
Extensively worked with business owners and project team to provide usability support such as draw wired frame, design prototype and graphics designing.
Excellent knowledge in managing Data Warehousing, Data-marts and Business Intelligence projects by studying transactional legacy systems and designing OLAP and Data marts for Sales, Finance & Investment organizations.
Experienced in ensuring optimum utilization of resources including qualitative & quantitative analysis frameworks and tools.
Possessing sound exposure in Annuities for US Business, Anti-Money Laundering (AML) for US business, Health and Welfare (H&W) for US business and Stock Trading – Internet / Mobile.
Well versed in HIPAA, SOX, ISO and Capability Maturity Model (CMM) including ETL Tool (Informatica) and BI Tool (SAP BOXI).
Efficient team leader & player with sound communication, interpersonal, problem solving & motivational skills.
Current Career Highlights
Sunlife Financials
• Provided innovative approach to increase efficiency of the existing processes and ensured CPU & FTE cost savings, worth US$ 250K year on year basis.
• Transition 6 business critical processes to India Service center within the schedule and budget and realized cost benefit advantage.
• Twice recipient of Sunlife Shining Star Award.
• Innovation – Won 2 Sunnovation Awards.
• Innovation – Initiated and mentored team members to nominate and win 6 Sunnovation Awards.
Professional Experience
Sunlife Financials, Gurgaon, India (Apr 2007 – till date)
Delivery Manager (Jan 2011 onwards)
Delivery Manager (Jan 2011 – till date)
Technologies used: PL/SQL, Informatica, SAP BOXI R3, MS SQL Server 2008, Oracle, DB2
• Coordinating with North American clients, Business Partners, Vendors, Analysts and Program Managers in executing Insurance projects with the Data Services (Data Warehousing Division) in onsite-offshore hybrid delivery model.
• Responsible for setting up 40 people+ Offshore team in Gurgaon for various transition business processes.
• Guiding a team of Business Analysts, Informatica/ETL & BI/SAP BOXI Developers, Production Support Analyst and Data Quality Analyst in providing daily maintenance / support, production batch cycle, product development in Annuities, Individual Life and Group Life Insurance line of business.
• Creating project charter & business cases, conducting feasibility studies, estimation, project management, risk management & communication plan and reporting project status to various stakeholders.
• Leading production batch cycle support team and assisting team members to conduct data analysis, troubleshoot data and functionality related issues for over 10 production batch cycles.
• Ensuring timely follow ups of all defined quality processes and creating quality metrics.
• Planning, designing & maintaining batch cycles and delivering production support to data repositories.
• Liaising with US Managers to plan & transition identify processes to India team and reduce service costs.
• Involved in recruiting & training employee and conducting performance appraisal of the team members.
Delivery Lead (Jan 2010 – Dec 2010)
Technologies used: PL/SQL, Informatica, JAVA, SAP BOXI R3, MS SQL Server 2008, Oracle, DB2
• Transitioned Group processes to India.
• Led a team of 6 Business Analyst, Technical Experts and DBAs and provided maintenance / support, managed production batch cycle, project, product development for data repository in group line of business.
Sr. Business Systems Analyst (Apr 2007 – Dec 2009)
Technologies used: PL/SQL, Informatica, SAP BOXI R3, MS SQL Server 2008, Oracle, DB2
• Worked with Hybrid (onsite/offshore) delivery model to reduce costs and ensure quick turnaround time to leverage competitiveness and productivity of the organization.
• Monitored management reporting and coordinated with the Business / Functional Owners, Data Architects, Business Users, Development, QA and UAT teams.
• Prepared & updated business requirement specifications, system requirement specifications and functional requirement specifications.
• Created and executed business test cases & test scripts to perform the functional UTPs.
• Prepared BRS & FRS for catering to various data requirements by the Securities and Exchange Commission, Office of Foreign Assets Control including State and Federal Govt. Regulatory Agencies.
Electronic Data Systems Pvt. Ltd., Gurgaon, India
Business Analyst (Dec 2005 – Apr 2007)
Technologies used: PL/SQL, Oracle
• Worked in the Health Benefit Administration for US Healthcare sector and implemented ExcellerateHRO for key clients (Rolls Royce, Energy East and Penske Logistic).
• Analyzed business requirements for US Health & Welfare domains.
• Developed use cases, workflow and screen mock-ups and prepared business process models.
HTC Global Services Inc., Chennai, India
Systems Analyst (Nov 2001 – Dec 2005)
Technologies used: NET Framework, PL/SQL, Oracle, JAVA
• Involved in requirements gathering, analysis including business process scoping for As-Is and To-Be processes.
• Managed pre-sales activities and prepared requirements & high level design documents.
• Reviewed database designs vis-à-vis functional requirements.
• Coordinated with the business / functional owners, development team, data architects and testing team.
• Prepared & updated business requirement, system requirement and functional requirement specifications.
• Created and executed business test cases & test scripts to conduct functional UTPs.
Foxtech 2000 Pte. Ltd., Singapore / Third Frontier Pte. Ltd., Singapore
Web Application Developer (Apr 2000 - Aug 2001)
Technologies used: PL/SQL, Cold Fusion, Java, JSP, WML, Oracle, MS Access
• Implemented Web based and mobile based Online Stock Tracking application for Third Frontier clients across Asia.
Professional Development
• CMM Level 5 Training (2004)
• 7 Habits of most effective people by Stephen R Covey
• Leading through Influence by Shirley Forsyth
• Situational Leadership II by Ken Blanchard
Technical Skills Set
• Technologies / Frameworks: Microsoft .NET Framework
• Operating Systems: Windows OS
• Web Technologies: Cold Fusion, JSP, Servelets
• Mobile Technologies: WML
• Content Management: Joomla
• Databases: MS SQL Server 2005/2008, Oracle 9i, MS Access
• ETL Tools: DTS, SSIS, PL/SQL, PowerCenter Informatica 9.1
• Business Intelligence Tools: SAP BOXI
• Tools: MS Visio, Oracle D2K
• Email Software: Lotus Notes
• ERP: SAP SD
• Wiki: Confluence
• Methodologies: Iterative Waterfall, Agile, UML
• Application Packages: MS Office (Word, Excel and PowerPoint), MS Outlook & Internet Applications
Personal Particulars
• Date of Birth: 20th July 1974
• Citizen: Indian
• Languages Known: English and Hindi
• References will be furnished on request
• Enclosed: List of projects handled – Annexure
Annexure
Sunlife Financials
Manager
• Metadata Repositories
• Data reconciliation for more than 6 systems
• Relationship Builder Alerts
• Workday
• Power Center 9.1 Upgrade
Delivery Lead
• MS SQL Server 2008 Upgrade.
• Genesis Replacement
• WEW Datamart, AROW Datamart, ATLAS Datamart, Webtime
• Development of Transcnd Data Repository, SEC 22c. OFAC, Mutual Fund refresh
Sr. Business Systems Analyst
• Implementation of Anti Money Laundering (AML) Solution for US Sunlife Insurance business
• Introducing New Riders – Income on Demand for US Annuities Business
• Annuities Product Updates- Fund Refreshes for US and Bermuda
• VA Hedging
• Data Repositories for US Annuities Business
Electronic Data Systems Pvt. Ltd.
• Implementation of Healthcare H&W – Benefits Administration Application (ExcellerateHRO)
HTC Global Services Inc.
• Project and Process Management Automation
• Sales Force Automation
• Sales Order Management System
• Issue Management
• Financial Accounting System
• Human Resource Management System.
Foxtech 2000 Pte. Ltd., Singapore / Third Frontier Pte. Ltd., Singapore
• Designed, implemented and maintained Web and Mobile based Stock Trading Application for iOCBC Securities, UBS Warburg and GK Goh
Chariot Int’l Pvt. Ltd.
• Order Management System
• B2B & B2C Portal for Intl Stone industry
IIT, New Delhi
• System to enable Scientists to analyze project results.