Summary
Overview
Work History
Education
Skills
Certification
Training
Affiliations
Accomplishments
Timeline
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Bharathi Appali

Hacienda Heights,CA

Summary

DATA PRODUCT MANAGER Business Intelligence (BI) & Data Management | Offshore & Onshore Team Leadership | Automation | Data Governance .

Focused on driving BI Solution. Believe that technical innovation can be a catalyst to improve business process and job performance. Detail oriented with a passion for planning and Solution design. Analytical IT Manager skilled driving efficiency and productivity through development, delivery and support of strategic plans. Dedicated to creating and delivering initiatives to guide organizational navigation of modern technology. Proven history of successfully translating technical requirements into business solutions. Strong proficiency in BI Solutions with passion for utilizing excellent communication to foster company rapport.

Overview

23
23
years of professional experience
1
1
Certification

Work History

System Manager

MUFG
Los Angeles
01.2020 - Current
  • As System Manager of 5 Major systems of the bank, drove the development efforts and handled system administration
  • Collaborated with various cross functional teams and business units; for Lead working sessions for requirements and designing data model Directed teams of up to 10 personnel to coordinate solution development across the Software Development Life Cycle (SDLC) from inception to testing, go live, and user training across Delivered multiple high-impact projects and assignments concurrently; extracted required insights from complex relational databases by architecting data models, data flows, data mappings, data structures, data pipelines, coding logic, reporting solutions, data visualizations, data security and ETL strategies; Drove the Vulnerability and Thread management solution for the MUFG Americas, Canada, Mexico and Affiliates to track and remediate Application and Infrastructure vulnerabilities which lead to winning the Highest award of the Bank
  • MUFG Excellence Award (Restructure for Efficiency)
  • Drove the development of data analytics and reporting solutions for business divisions by engaging cross-functional stakeholders
  • Delivered 60 Business Objects reports for Consumption
  • Drove the design of Customer Entitlements Report for external users consumption for Web Entitlements
  • My key contribution was collaborating with Bottom Line application team and the key stake holders in designing the Data Model and building of Facts and Dimensions to track the User Entitlements of Commercial Bank users
  • Delivered 60 plus crystal reports
  • Managing System Manager responsibilities ensuring the time lines of DR Plans, Test scripts, GSI certifications, user access approvals along with ensuring various Development tracks and Regulatory requirements are met.

Vice President

MUFG Union Bank N.A.,
Los Angeles, CA
05.2017 - 05.2020
  • In my role as Project Lead, actively collaborated and partnered with key stakeholders from the bank in influential JAD sessions. Ascertained full comprehension of their strategies while aligning it smoothly with Purepoint's (Direct Bank) design and development. Consequently, supported a successful nationwide direct bank launch for their new deposit growth strategy.
  • Collaborated with FIS Vendor to source Purepoint Data for the purpose of designing and developing a Data Mart. This Data Mart supported both Bank Financial analysts and Regulators in meeting their reporting needs.
  • Supervised a 10 member team handling responsibilities including Data Modelling, ETL development, testing, QE and Reporting
  • Partnered and collaborated with Purepoint Financial team and internal Business Units (On line Bank) in gathering requirements, Preparation of Detail Design and Functional Documents, leading Data Modeling design sessions and ETL team to deliver reporting solutions
  • Recognized by MUFG with Cultural Excellence Award for my role in the successful delivery of a complex solution as part of the Bank's major strategy.

Senior Software Engineer

Union Bank
Los Angeles
01.2001 - 01.2017
  • Formulated test scripts and plans in Testing and Training for the successful migration of Business Objects from version 5 to XII R2, subsequently advancing to XI 3.1
  • Solicited and led a crucial Wire project in collaboration with Product Owners, successfully guiding it from start to finish. Project encompassed planning, designing implementation, and timely delivery of the Wire Services Data Mart.
  • Implemented adhoc capabilities on the Data Mart which enabled stakeholders to capture Wire transaction volumes and count by Branches, Billable Unit code, Country, International/Domestic segments.
  • Created reports with Hyperlinks for (Automated Clearing House) ACH Data Mart reporting Production for Compliance reporting.
  • Production Support using CMC, CMS
  • Delivered impactful user training to ensure proficiency in utilizing the self-service tools and maximize their benefit.
  • Handled internal client relationship management
  • Spearheaded the development and implementation of a groundbreaking Financial Dashboard through leveraging xcelsius technology for improved data availability, reliability, and accessibility.
  • Simplified reporting processes for various departments including General Ledger, Accounts Payable,Retail Banking,
    Commercial Banking,Bank Ops,Tax Ops,and Corporate Treasury through creation of canned reports,data sets,and data visualizations
  • Designed and implemented Dimensional Data Warehouse and Enterprise Business Intelligence solutions using Oracle, SAP BI suite, and Tableau.
  • Demonstrated consistent excellence in meeting the needs of Transaction Banking and Retail, earning at least 3-5 Moments that Matter Awards each year.

Education

BS Math -

University of Madras, India

MA Economics -

University of Madras, India

Skills

  • Statistical Analysis
  • Financial Services
  • Data Modeling
  • Waterfall & Agile Methodologies
  • Business Analysis
  • Data Warehousing
  • Data Marts
  • Disaster Recovery
  • Database Analysis
  • Data Extraction
  • Data Transformation
  • Data Manipulation
  • Business Requirements
  • Functional Design Documentation
  • Detail Design Documentation
  • User Stories
  • Epics
  • Data Quality
  • Code Optimization & Code Review
  • SAP Business Objects Suite
  • Oracle
  • Microsoft SQL Server (Relational Databases)
  • Microsoft Excel
  • Teradata SQL
  • Tableau
  • Microsoft Power BI
  • Actuate
  • TOAD
  • NOSQL Databases
  • Jira
  • Cloud Technology (AWS
  • Azure)
  • SSIS
  • SSRS
  • SSAS
  • SSMS
  • Informatica (Familiarity)

Certification

  • Big Data & Hadoop Developer Certificate, University of La Verne
  • Data Science Certificate Program, UCLA Extension

Training

  • Power BI & Tableau
  • Project Initiation - University of Berkeley Extension
  • Project Management - University of Berkeley Extension

Affiliations

  • ERC Community Leader. Lead Weekly Mindfullness sessions across Bank. Active Volunteer and Donor in Community and support various Charity Organization.

Accomplishments

  • MUFG Cultural of Excellence awards for spearheading successful delivery of Purepoint (Direct Bank) BI solutions in 2017
  • MUFG Excellence award winner in 2024 in the category of Restructure for Efficiency
  • Atleast 25 Moments that Matter Awards during my tenure at the Bank from Business Units across the Bank

Timeline

System Manager

MUFG
01.2020 - Current

Vice President

MUFG Union Bank N.A.,
05.2017 - 05.2020

Senior Software Engineer

Union Bank
01.2001 - 01.2017

BS Math -

University of Madras, India

MA Economics -

University of Madras, India
  • Big Data & Hadoop Developer Certificate, University of La Verne
  • Data Science Certificate Program, UCLA Extension
Bharathi Appali