Highly accomplished individual with 15+ years of experience in Managing Complex Large Scale Transformation projects, Critical Regulatory Projects and Strategic Change Management Initiatives for Tier 1 Financial Institutions while managing global teams.
Proven history of delivering Change Programs that help firms to grow assets, realize cost savings and attain operational efficiencies.
Certified Scrum Master with rounded knowledge of Agile methodologies.
Quality focused Test Manager bringing years of experience in leading and executing multiple End-2-End testing phases.
Experienced Business Analyst proficient in gap and impact analysis, business process engineering, process optimizations and requirement gathering/documentation.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Vice President, Project Manager
Morgan Stanley
10.2022 - Current
Managing cross-functional initiatives for Ultra High Net-worth Family clients, which brings-in net new assets under management for the firm.
Mobilized and led regulatory based projects to set-up Broker-Dealer entity (with FINRA) for private placements Reg D business and Audit impacted projects that deal with Third Party Risk Management.
Revamped existing processes around client onboarding, service fees and performance reporting to streamline operational efficiency.
Fostered strong relationships with stakeholders by providing regular updates on progress towards objectives.
Collaborated with senior management to develop strategic initiatives and long term goals.
Managed financial planning and budgeting processes, ensuring fiscal responsibility and maximizing return on investments.
Developed training programs that enabled employees to reach their full potential as individuals and teams.
Principal Consultant, Project Manager
Capco
01.2022 - 09.2022
As a Project Manager, managed delivery of various features pertaining to Wealth Management Advisory platforms.
Managed multiple agile squads for various sprints and handled release management across squads.
Given previous QA/UAT background, I coordinated various QA focused activities like demos, maintaining test repository and supporting automation for Regression suites.
Proactively implemented a Production checkouts Runbook and support roster among QA to coordinate check-outs.
Managed multiple QA teams for delivery of E2E testing of inter-dependent functionalities
Senior Consultant, Project Manager
Capco
07.2020 - 12.2021
Led effort for multiple operations in identifying various exceptions pertaining to client statements and confirmations that have FINRA and CFTC regulatory impact.
Demonstrated leadership and collaboration skills supporting compliance, operations, and technology to identify issues and quickly address them.
Devised comprehensive procedure documents for remediating 12 complex exceptions and responsible for improving exception remediation by 90%.
Trained and provided multiple walkthrough and demos to 15+ operations teams (30+ VPs and EDs) globally on exception remediation procedures.
Developed remediation project plans, determined resources, timelines and established governance using methodologies to guide projects from conceptualization to implementation
Led gap analysis sessions and delivered tactical and strategic enhancements for robust Front-to-Back process, which increased efficiency by 30%
Provided outstanding service to clients through effective communication and project management skills in effort to promote future business opportunities
Senior Consultant, Project Manager
Capco
07.2017 - 07.2020
Managed End-to-End project phases including requirements review, sprint planning & prioritization, communication with operations users and turnover support.
Managed implementation of trade confirmation changes (language, address, disclaimers, etc.) to abide by BREXIT and MiFID II regulations for over 3 complex products.
Oversaw 8 small enhancements projects simultaneously which increased operational efficiency and contributed to firm's cost savings.
Identified plans and resources required to meet project goals and objectives by setting realistic timelines and checkpoints.
Orchestrated projects within strict timeframes and budget constraints by solving complex problems and working closely with senior leaders.
Managed stakeholders across business users, multiple line operations, QA and technology teams across NA, EMEA and APAC for project delivery.
Senior Consultant, Test Manager
Capco
07.2016 - 07.2017
Defined test requirements for 10+ Financial Advisor desktop modules, through real time interactions.
Published Scope summary documents to educate global operations groups and prepared test strategy for various modules.
Optimized test cases to maximize success of manual testing with consistent, thorough approaches.
Coordinated UAT and regression testing among impacted FA groups and Operations.
Led review of bug reports and error logs for remediation and followed up with regular triage calls.
Built custom reports and dashboard with data digestible for senior management which helped in tracking and closure of risks and issues.
Encouraged teams to retrospect and document lessons learnt and best practices.
Senior Consultant, Project Manager
Capco
04.2015 - 06.2016
Reviewed and understood business requirements of money movement project (ACHs, Checks, Wires etc.).
Lead Gap Analysis sessions with Business Analysts and identified business improvements to determine and implement solutions.
Identified risks and dependencies, and proposed mitigations.
Developed and led walkthrough of test artifacts with global operations stakeholders.
Coordinated functional & regression test execution of UAT phase.
Drove defect triage calls and participated in root cause analysis which contributed to 30% defect prevention in upcoming sprints.
Senior Consultant, Test Analyst
Capco
11.2012 - 03.2015
Reviewed requirements and devised impact analysis presentations for walkthrough and trainings.
Created accurate and precise test scripts to manage efficient testing and delivery of product features.
Addressed client queries during UAT process and ensured quick resolution of issues.
Validated incremental product functionality and gathered periodic feedback from the client during sprint demos.
Evaluated results against design and customer standards.
Systems Engineer, Test Analyst
Tata Consultancy Services
04.2011 - 08.2012
Reviewed requirements and understood functional scope of project through BA workshops.
Designed and led walkthrough of various test artifacts to Technology and business users for effective testing.
Devised test scenarios for different test phases.
Managed test execution across various test phases; and delivered regular test reports highlighting test execution status to key stakeholders.
Developer Analyst
Tata Consultancy Services
01.2010 - 03.2011
Analyzed legacy code used for development of various legal policy documents.
Converted and designed them into readable documents using HP Exstream Dialog Tool.
Ran rule set to generate new document with same content, look-feel, and legal language of policy documents.
System tested document generation with various parameters of rule set and supported Integration testing.
Education
BACHELORS IN INFORMATION TECHNOLOGY -
ANNA UNIVERSITY
Coimbatore, India
05.2009
Skills
Project Management and Execution
Cross-Functional Collaboration
Strategic Planning & Process Improvement
Change Management
Agile Framework & Test Management
Stakeholder Management
Business Process Engineering & Process Optimization
Certification
Scrum Master - PSM 1
Testing Certification - ISTQB
Tools/Applications
MS Suite (Project, Visio, PowerPoint, Excel, Word, OneNote)
Roadmunk Roadmapping
JIRA
ALM
Timeline
Vice President, Project Manager
Morgan Stanley
10.2022 - Current
Principal Consultant, Project Manager
Capco
01.2022 - 09.2022
Senior Consultant, Project Manager
Capco
07.2020 - 12.2021
Senior Consultant, Project Manager
Capco
07.2017 - 07.2020
Senior Consultant, Test Manager
Capco
07.2016 - 07.2017
Senior Consultant, Project Manager
Capco
04.2015 - 06.2016
Senior Consultant, Test Analyst
Capco
11.2012 - 03.2015
Systems Engineer, Test Analyst
Tata Consultancy Services
04.2011 - 08.2012
Developer Analyst
Tata Consultancy Services
01.2010 - 03.2011
Scrum Master - PSM 1
Testing Certification - ISTQB
BACHELORS IN INFORMATION TECHNOLOGY -
ANNA UNIVERSITY
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