Strategic client consulting leader and IT professional with extensive experience in delivering complex financial solutions through Agile and Waterfall methodologies. Demonstrated success in managing projects that integrate business and technology, leveraging critical thinking and strong relationship-building skills. Expertise in stakeholder management, risk mitigation, data analysis, and quality assurance, ensuring alignment of product delivery with business objectives. Proven ability to drive program execution and enhance collaboration with senior leadership to deliver innovative, scalable products.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Lead Business Analyst/Product owner (SME)
Broadridge Financials
, USA
12.2021 - 06.2024
Company Overview: Broadridge’s customer communication (BRCC) group specializes streamlining the design and delivery of transactional payment and regulatory communications. Client group for this division includes Insurance companies, healthcare providers, and financial institutions such as retail and investment banks.
Acted as Product Owner for an internal enterprise legal remediation product, defining product vision, proposing new features, setting business objectives, and collaborating with development teams to deliver a flexible, scalable framework.
Led end-to-end product delivery efforts within Agile and Waterfall methodologies, coordinating timelines, resources, and cross-functional teams across multiple financial services clients including Vanguard, Cetera, Wells Fargo, HIG, and Morgan Stanley.
Worked with external clients, business stakeholders, and product teams to define project scope, gather and prioritize business and technical requirements, and ensure alignment with business goals and market demands.
Translated business requirements into detailed user stories, technical specifications, and functional documents, facilitating sprint planning, story point discussions, and backlog prioritization activities.
Managed multi-disciplinary project teams, including development, QA, and UAT stakeholders, providing functional walkthroughs, clarifying requirements, and ensuring timely issue resolution and milestone delivery.
Involved product testing activities, including QA and UAT phases, creating test strategies, coordinating test cycles, and validating new systems and product enhancements against business requirements.
Conducted data analysis, data mapping, and ETL processing using strategic data models, supporting product data integrity and decision-making for both internal and client-facing solutions.
Engaged with senior management and product leadership to report project status, escalate issues, and provide recommendations to optimize product delivery and feature prioritization.
Fostered a collaborative, solution-oriented environment within Scrum teams, proactively removing roadblocks and promoting continuous improvement practices.
Broadridge’s customer communication (BRCC) group specializes streamlining the design and delivery of transactional payment and regulatory communications. Client group for this division includes Insurance companies, healthcare providers, and financial institutions such as retail and investment banks.
Project manager (PMO)
Barclays Services Corp
, USA
02.2020 - 12.2021
Company Overview: To implement Investment Banking (IB) IT and Data strategy that incorporates significant re-engineering, migration, and integration programs to drive standardization, process and data improvements, controls enhancements and decommissioning of legacy platforms.
Served as the central coordination point for the Margin Calculation initiative under the Markets Change Execution (MCE) program, overseeing planning, execution, and delivery management across multiple business and technology workstreams.
Facilitated workshops and working sessions with business stakeholders to gather, define, and document detailed business requirements, ensuring alignment with broader business objectives and regulatory priorities.
Maintained effective, ongoing communication and stakeholder management with Program Managers, Project Managers, and senior leadership across Technology, Operations, and Change Management functions.
Monitored and managed project schedules and milestone tracking, ensuring accurate representation of key deliverables, dependencies, and deadlines, while proactively addressing potential risks to timelines.
Consolidated program-wide reporting on milestones, risks, issues, dependencies, and metrics, providing clear, actionable updates to senior management and executive committees.
Coordinated initiative reporting and governance processes in alignment with Group and Portfolio Management standards, contributing to effective program oversight and decision-making.
Prepared comprehensive reports on UAT outcomes, issue logs, and release readiness, including pass/fail analysis and detailed comparison charts to support business sign-off and product release management.
Maintained and actively managed RAID logs (Risks, Assumptions, Issues, and Dependencies), collaborating with Project Managers and workstream leads to mitigate risks and resolve issues impacting delivery.
Reviewed and approved program governance documentation, including milestone closure reports, change requests, and business case submissions to ensure quality and alignment with program objectives.
Developed executive-level presentations and program communication materials, delivering concise and insightful updates for senior stakeholders, steering committees, and executive forums.
Provided initiative status reports and progress updates to Program Managers and executive leadership, articulating delivery status, risk exposures, and mitigation plans to support strategic decision-making.
To implement Investment Banking (IB) IT and Data strategy that incorporates significant re-engineering, migration, and integration programs to drive standardization, process and data improvements, controls enhancements and decommissioning of legacy platforms.
Manager
Bank of America
, USA
05.2018 - 01.2020
Supported the formulation and execution of product strategies by aligning cost models, resource plans, and funding proposals with strategic business objectives.
Contributed to the design and delivery of new product enhancements by identifying market opportunities and incorporating customer needs into the solution design.
Collaborated with business sponsors to define clear product value propositions that address pain points and deliver measurable customer and business value.
Worked cross-functionally with internal development teams, client-facing units, external vendors, and joint venture partners to ensure seamless product delivery and market readiness.
Engaged directly with clients and stakeholders to present proposed solutions, collect feedback, and iterate based on business needs—leveraging strong communication and relationship-building skills.
Facilitated requirements-gathering workshops and stakeholder interviews to define, clarify, and prioritize user stories, ensuring alignment between business outcomes and technical implementation.
Produced and maintained essential documentation.
Chaired governance meetings with senior stakeholders, presenting progress updates, product risks, and delivery roadmaps to support decision-making.
Consultant (Bank Employee)
Santander Bank N.A
, USA
02.2017 - 04.2018
Delivered data-driven insights and strategic recommendations to clients, leveraging industry best practices to drive growth and enhance product adoption.
Built and nurtured strong client relationships, serving as a trusted advisor to understand needs and align product solutions with business objectives.
Led cross-functional teams to optimize internal workflows and processes, ensuring timely and successful delivery of product initiatives and operational improvements.
Collaborated closely with sales and business development teams to identify new market opportunities and deepen client engagement through proactive communication and tailored service offerings.
Identified key operational risks and challenges across client organizations, preparing documentation and action plans in readiness for audits and compliance reviews.
Established and maintained standardized change control frameworks, managing risk, issue, and decision logs to facilitate effective governance and resolution across product and operational teams.
Provided ongoing client support and coaching, enabling smooth adoption of new processes and technologies, and delivering innovative solutions customized to client-specific requirements.
Managed a diverse portfolio of clients by delivering exceptional service, industry-leading products, and educational resources to maximize client satisfaction and retention.
Participated actively in partnership meetings and joint calls, fostering collaboration and alignment between, clients, and strategic partners.
Drove business growth through client retention and acquisition efforts, expanding assets under management by leveraging strong client relationships and market insights.
Quality Analyst
iGATE Global Solutions Ltd.
, UK
08.2012 - 02.2015
Collaborated closely with Business Analysts, architects, and developers to gain a comprehensive understanding of system architecture, functionalities, and product environment, ensuring alignment throughout the development lifecycle.
Reviewed all relevant application documentation and requirements traceability matrices (RTM) to inform effective test planning and ensure thorough coverage of product features and business needs.
Managed and resolved operational issues and client complaints promptly, ensuring high customer satisfaction and continuous service improvement.
Provided quality assurance oversight for high-profile clients, validating that product releases met defined standards and client expectations.
Delegated tasks to team members and facilitated weekly status meetings, ensuring adherence to control procedures, test schedules, and quality benchmarks.
Conducted manual and regression testing on application iterations, verifying accurate process flows, requirements traceability, and defect resolution prior to product release.
Analyzed issues through server log files and client error messages, ensuring robust error handling and system reliability within the product.
Reported, tracked, and coordinated bug fixes with development teams, performing regression testing to validate resolutions and enhancements.
Monitored daily team operations and progress, providing support and mentorship to team members and interns to boost productivity and project efficiency.
Conference Sales Executive at Crowne Plaza Macquarie Park (Formerly Courtyard by Marriott)Conference Sales Executive at Crowne Plaza Macquarie Park (Formerly Courtyard by Marriott)