Clarity
Overall 12+ years of progressive leadership experience in Program, Portfolio strategy and Budgeting,9+ years in formal program management working in PMO of a large Financial Institution or Bank Rich experience of working on numerous programs/ initiatives and ensuring delivery of projects within time, cost & Quality parameters in collaboration with stakeholder for strategy & planning to define approach for program across globe Financial and headcount reporting including monthly cost report checking, monthly forecasting, budget setting, cost control, business cases People planning, including capability, engagement and communications Engaging and influencing stakeholders to make sure that the best outcomes are delivered for the business
Delivering recommendations and decisions required to improve business performance
Exceptional communication, collaboration & team building skills with proficiency, proven track record of transition and setting up new teams.
Managing portfolio consisting a budget of USD 17 Mill made up of both RTB and CTB/CTA helping in delivery of RPA automation.
Responsible for the tracking, maintaining and reporting of centrally managed Financials, Procurement, Resourcing, and Communications to deliver Automation projects for Operations.
⮚ Established & maintained programme and project management frameworks and methodologies to ensure a consistent approach to delivery is taken across the portfolio
⮚ Accountable for planning, execution, monitoring & controlling, and closing.
⮚ Generated financial reports and MI for the Head of COE Portfolio and the Head of Automation, liaising with Technology to validate IT costs, and supporting construction of the annual automation budget.
⮚ Responsible for managing vendor resources PO, Billing and reconciliation of Headcount and Invoices for delivery of Automation projects in a timely manner.
⮚ Tracking and Maintaining the KPIs for the Programme and reviewing on a monthly forum with the Heads and Delivery leads.
⮚ Engage with Programme and Delivery Leads and other key stakeholders to establish and manage key portfolio management activities such as milestone, risk, issue and dependency tracking across multiple programmes/domains
⮚ Tracking Key milestone (release planning + road maps) and their relationship to investment toll gates and benefits realization.
Saved $10000 by implementing cost-saving initiatives that addressed long-standing problems.
Used critical thinking to break down problems, evaluate solutions and make decisions and used coordination and planning skills to achieve results according to schedule.
Portfolio Analyst (Manager) (2019 -2022)
HSBC Portfolio : Employee Compliance & Anti Bribery and Corruption
⮚ Working in Compliance Transformation and managing Employee Compliance program at present which involves projects such as My Trades (GPAD), Breach Management, Employee conduct activities and Public and Private tagging which has an impact across the Bank.
⮚ Managed program with more than 15 million USD in Budget by tracking financials, resources and benefits Management and helped in moving to value stream based set up and track project via agile methodology.
⮚ Involved in supporting PM’s on supporting the creation of detailed plans including key activities and milestones and Supported in delivering the Programme TOR. Ensured governance forums are operating effectively against their ToR.
⮚ Supporting the senior PM‘s and Programme manager in defining required scope, quality, cost ,effort and responsibility for governance committees, including invites, agendas, material.
⮚ Managing the Change Request to scope, time, budget or effort and helps identify the new requirements to deliver the project successfully.
⮚ Managing Risks and Issues through appropriate tracking and involving key members of the portfolio / programme /project team as appropriate.
⮚ Tracking and reporting financial performance metrics and resourcing requirements on a monthly basis with the Senior PSM and Portfolio Leads.
Portfolio: Regulatory projects
⮚ Responsible for a 100-person staffing plan, €30-million-dollar budget initiative and managing multiple vendor contracts and resources.
⮚ Planning for Book of work for the entire program every year involving program and program manager and COO teams, draft and submit budget proposals, and recommend subsequent budget changes where necessary.
⮚ Assisted in defining project scope, goals and deliverables that support business goals in collaboration with senior management and stakeholders.
⮚ Tracking status of Programme deliverables and milestones; supporting the adoption of the project lifecycle and deliverables.
⮚ Ensured Programme level risk and issue coordination, monitoring the status of projects transitioning into normal service.
⮚ Managing overall program schedule and reported program status and metrics, including Earned Value Analysis.
⮚ Refined PMO process and procedures and delivered orientation for new resources.
⮚ Managed the portfolio-level benefits register, ensuring that all benefits are planned, monitored and benefits realization is tracked.
⮚ Assist project managers with project management activities such as project reporting, project planning,
⮚ Issue / risk identification and tracking, scope management, estimation.
⮚ Responsible for ensuring on time delivery of all business projects deliverable throughout the project life cycle.
⮚ Track time, effort and other metrics and ensure on-time, within-budget completion of projects.
⮚ Ensures project delivery in conformance with company software development life cycle methodologies.
⮚ Ensure that critical deadlines are achieved every month and that high-quality data is delivered.
⮚ Managing and providing input to the Programme Director and other stakeholders on financials and project health for governance reporting purposes.
⮚ Assisted the Delivery Managers for the development of appropriate tools and practices for the smooth operation of vendor engagement.
⮚ Assisted with the portfolio planning, work request and delivery tracking, and the processing of formal work orders.
⮚ Assisted project team to plan and schedule project timelines and milestones Proposing appropriate actions plans in order to address risks or issues on compliance in consistency with project context.
⮚ Coordination and networking with project managers and multiple stakeholders to ensure the project is delivered on time.
⮚ Maintain all performance dashboards and Project monthly report validation, analysis and reporting.
⮚ Participate in the continuous improvement of existing processes within the project/Programme.
⮚ Responsible for providing analytical support for Retail Consumer Finance business of a major financial service provider.
⮚ Work closely with Portfolio Risk managers and project Managers to provide comprehensive data driven analysis to support Credit Risk business.
⮚ Involved in delivery of the Portfolio review, analysis and challenge of the retail banking portfolios across product lines.
⮚ Develop, test and implement daily, weekly, monthly, and ad hoc reports that enable data driven business decisions.
⮚ Reporting including Standardization and Automation- Preparation of detailed and summary reports to top management, Preparation of detailed and summary reports to stakeholders.
⮚ Delivered scorecards which included tracking of applications for key metrics such as bankruptcy, AML/CTF and other KPIs.
⮚ Providing support for bank and branch staff regarding various types cheques, branches and online payment transaction enquiries.
⮚ Ensured work tasks consistently met all agreed SLA’s based on urgency or within 24 hours whilst reducing inconsistencies associated with risk \ errors measured by Associate manager.
⮚ Completion of personal daily statistics as directed and provided to the associate manager in a timely manner.
⮚ Acted as a link between senior and lower management, providing overall feedback, review sessions and team meetings.
Project and Program Management
Clarity
MS OFFICE
Jira
Confluence
Sharepoint
Certified Scrum Master
set up PMO governance for CTB/CTA Programme using agile methodologies
Helped Programme in setting up business outcomes, KRA's and deliverables to be tracked YOY
Process improvement
Certified Scrum Master