Prerna Bansal

Client-PIMCO

Managed a team of 20+ developers, testers and Business Analysts to develop PowerBI dashboards for multiple business users in EMEA, Canada, APAC, USGWM, LATAM, Product Strategy Groups.

• Managed and supervised administrative and daily program operations, complying with policies and regulations.
• Established strong relationships with key stakeholders, ensuring support for program initiatives.
• Developed strategic plans, setting clear objectives and achievable milestones for the team.
• Managed cross-functional teams for successful project completion within deadlines and budgets.
• Managed multiple strategic projects with numerous sub-projects or workstreams.
• Identified program obstacles and communicated possible impacts to team.
• Met with project stakeholders on regular basis to assess progress and make adjustments.
• Utilized data-driven decision-making approaches to inform strategy development and optimize outcomes.
• Optimized resource allocation, effectively balancing priorities and managing competing demands.
• Delivered high-quality results by setting performance metrics and monitoring progress against targets.
• Enhanced project visibility with regular status updates, leading to increased stakeholder engagement.
• Leveraged technology tools for enhanced project tracking, reporting, and information sharing among team members.
• Leading an initiative to migrate data from Oracle to SNF for PowerBI business users.

Client- SEI Investments, PA

The project involved creating End-Client reports for SEI clients. The reports are created for new and existing clients who have invested in Hedge Funds. SEI works as a third-party to service their clients. Managed a portfolio of 80+ Hedge Fund clients.

• Interacted with internal customers to understand business needs and translate into requirements and project scope.
• Collaborated closely with stakeholders to identify opportunities for process improvements and drive continuous innovation in the organization.
• Conducted interviews with key business users to collect information on business processes and user requirements.

Client- Vanguard

Handled a project to migrate from Siebel CRM to Microsoft Dynamics CRM.

• Validated results and performed quality assurance to assess accuracy of data.
• Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
• Queried databases for information needed for report processing.
• Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
• Developed effective improvement plans in alignment with goals and specifications.
• Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
• Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
• Offered input for complex documents to support client-ready final versions.
• Enhanced project management skills by defining and presenting system solutions and timelines for business needs or technical problems.

Client- S&P Global

The project involved creating a Non-Ratings Master Database using a web service for all major S&P corporate applications. The project followed an Agile Methodology.

• Conducted comprehensive testing processes for quality assurance, minimizing post-deployment issues and improving end-user satisfaction.
• Achieved successful system deployments by coordinating cross-functional teams throughout all stages of development.
• Developed customized reports, meeting specific department needs while ensuring data accuracy and accessibility.
• Managed complex projects from inception to completion, ensuring timely delivery within budget constraints.
• Gathered requirements and performed gap analysis through design workshops with users.
• Analyzed existing systems and databases and recommended enhancements to solve business needs
• Minimized risk of production failures by verifying fixes for identified defects before final implementation.
• Increased software reliability by conducting stress, performance, and load testing during the UAT phase to ensure applications could handle high volumes of users and data.
• Brainstorm the S&P corporate scores applications and created Data mapping documents as per the S&P guidelines.
• Attended Weekly Sprint Meetings along with Risk and Issues meetings with the project team to provide status update for the Sprint and assign tasks for the next.
• Led testing procedures – Analyzed and modified programming systems whenever necessary (including installing, debugging, encoding, and testing).