吉塔 is 可用 租用
雇佣 吉塔吉塔Acharya
验证专家 in 项目管理
项目经理
位置
纽约，纽约，美国
至今成员总数
2019年2月25日
吉塔 is a veteran senior project manager and technology delivery lead who's experienced in both 敏捷 and Waterfall 发展 methodologies. She specializes in delivering technologies and transforming business processes in financial services. 吉塔 has leveraged strong communication and 解决问题 skills to successfully manage complex and large technology projects that deliver business value.
项目的亮点
纽约人寿|科技现代化
Supervised the project tech strategy that aimed to replace the legacy systems that supported the businesses at 纽约人寿.
摩根士丹利|结构化票据流程改进
带领一个项目建立了良好的控制, front-to-back environment for processing Structured Notes at 摩根士丹利(Morgan Stanley).
摩根士丹利|融资与资本配置
Managed the delivery of a tech platform which improved the capital allocation process for 摩根士丹利(Morgan Stanley)'s finance area.
工作经验
敏捷项目经理
2019 - 2020
Syndigo
- Managed two projects to migrate product data and user accounts from legacy content management platforms to a state-of-the-art content experience hub on a unified cloud platform.
- Created and maintained detailed work scheduled and milestones in 内容.
- Managed the 发展 and 测试 tasks via Jira sprints as well as Kanban.
- Identified project 问题 and risks and developed resolutions/mitigation plans.
- 管理干系人——沟通项目进度, 问题, and risks across all levels of the organization including senior management.
- Hosted scrum ceremonies and coached product owners in agile methodologies and the scrum framework.
技术交付主管
2018 - 2018
纽约人寿
- Acted as the primary contact for all of the technology needs related to the line of business for Eagle Strategies.
- Managed and mentored delivery teams to adopt and improve performance in the scaled agile framework (SaFe).
- 制定战略方向, 提供思想领导, and engaged technology and business experts to ensure delivery business value.
- 培养和管理供应商关系.
- 提出了以技术为导向的观点, 建议, and gave high-level estimates for strategic projects to senior business leaders.
主执行者
2015 - 2016
北部高地
- Managed projects to remediate self-identified audit 问题 within credit risk management at Bank of America. These projects included technology improvements as well as business process transformation.
- Oversaw technology projects to greatly improve regulatory functions (CCAR, FRTB) at Bank of America.
- Supervised the delivery of a workflow system to streamline due diligence process for client collateral within commercial lending at Bank of America.
项目经理
2014 - 2014
摩根大通
- Delivered a detailed implementation plan in accordance with Basel II requirements to remediate weaknesses in the reporting and data aggregation processes across wholesale credit risk.
产品支持
2013 - 2013
AlphaCare
- 配置和定制的关怀指南针, a newly acquired technology platform to manage clients and service providers of this managed care startup.
- Designed and developed new workflows and automated processes based on all functional areas including call center, 保健提供者, 要求管理员, 高级管理层.
- 使用SQL开发自定义报表.
项目经理
2010 - 2013
摩根士丹利(Morgan Stanley)
- Managed the implementation of a strategic platform for finance called Structured Notes. The goal was to provide a complete and accurate balance sheet and reports to the business.
- Developed and managed a program to establish a well-controlled, front-to-back environment for processing Structured Notes transactions.
- Engaged numerous business lines globally across functional areas and technology to design and deliver technology solutions and establish business process controls and structures to meet regulatory requirements for the Structured Notes product.
- Supervised the 发展 of a central database for Structured Notes transactions and all related hedging and funding trades across all lines of business such as equities, 固定收益, 大宗商品, 衍生品, 和外汇.
- 创建开发时间表.
- 监督开发和测试团队.
- Identified risks, developed mitigation plans, and managed stakeholders.
项目经理
2008 - 2009
Newedge(法国兴业银行)
- Led a cross-functional team to successfully deliver an end-to-end technology solution which included phase 3 (a back office trades processing and accounting system), 日内瓦(投资组合管理系统), 和Intelimatch(一个对账工具).
- 管理供应商关系.
- Created a 发展 schedule and supervised the technology team in integrating the vendor systems with existing platforms.
- Worked with business resources to identify and implement improved customer reporting.
- Worked with 供应商 and business resources to create and conduct 培训 workshops.
测试铅
2006 - 2007
房地美(Freddie Mac)
- Led a team engaged to validate the functionality of a new trades processing/accounting platform called Summit.
- Developed test plans and tools for capturing, tracking, and reporting test results and metrics.
- Built automated tools in Microsoft Access/SQL to verify all of the data conversion from legacy systems and test the interfaces between the front-end of the Black Rock system and the data warehouse and G/L.
- Trained the client 测试 team (8-10 members) in the Summit functionality.
项目经理
2006 - 2006
花旗集团(Citigroup)
- Led a team of IBM consultants to develop IT solutions to support the CDO business and related asset classes.
- Partnered with business areas and senior technology resources to develop a technology strategy and high-level system architecture.
- Supervised the 发展 team to deliver a reporting platform.
PMO铅
2005 - 2005
摩根大通
- Developed detailed delivery plans for phase 2 of a global initiative to implement a credit 衍生品 platform called Murex.
- Coordinated with project managers across six work streams to develop detailed project plans, 程序级计划, 项目级成本, 以及治理结构.
高级经理
1999 - 2004
普华永道| IBM
- Led a team of consultants to roll-out a platform to support the retail sales force at a discount brokerage firm.
- Developed and proposed solutions to re-engineer an account opening system at a retail brokerage firm.
- Built and implemented solutions for process improvement within the 固定收益 and repo lines of the business at a global bank.
- Spearheaded a project to implement Summit (a 衍生品 trading system) for the treasury area at a commercial lending bank to support MBS, 腹肌, 掉期交易, 期货交易.
- Led a team of business analysts to gather requirements for a new loan servicing platform at a major mortgage institution.
解决方案专家
1997 - 1999
潘兴科技集团(DLJ分部)
- Identified and recommended viable technology solutions to potentially enhance/replace the firm’s strategically crucial order management system.
- Gathered and documented business requirements from business and technology stakeholders.
- 进行市场和供应商分析.
- Performed a cost-benefit analysis for in-house 发展 vs. 采购供应商平台.
- Delivered well-researched and detailed recommendations for replacing the legacy order management system to senior management.
- Managed a team of developers to deliver a real-time interface for mutual fund transactions from institutional clients.
副总裁|系统经理
1987 - 1997
美林(Merrill Lynch)
- Managed multiple IT teams sized (10-15) that were responsible for the 发展, 维护, 并支持贸易订单管理, 机构客户帐户分配, and related systems used by institutional and retail equities and equity options businesses.
- Led the 发展 of state-of-the-art technologies such as touch screens (UI), Unix, 赛贝斯公司, 而c++提供了一个实时的, 具有交换接口的分布式平台, 清算机构, 供应商, 以及外部客户.
- Integrated an order management platform on client-server technology with a legacy transaction processing functionality on the mainframe to deliver straight-through processing.
项目历史
纽约人寿|科技现代化
Supervised the project tech strategy that aimed to replace the legacy systems that supported the businesses at 纽约人寿.
• Managed stakeholder relations, specifically with business leadership.
• Formulated strategic and tactical solutions with the goal of ultimately retiring legacy systems and automating processes such as client onboarding and reporting.
• Mentored scrum teams as well as teams working in the waterfall model in planning, 解决问题, 进展报告, 测试, 和协作.
• Managed relationships with 供应商 and worked closely with them to ensure the quality and timeliness of deliverables.
• Formulated strategic and tactical solutions with the goal of ultimately retiring legacy systems and automating processes such as client onboarding and reporting.
• Mentored scrum teams as well as teams working in the waterfall model in planning, 解决问题, 进展报告, 测试, 和协作.
• Managed relationships with 供应商 and worked closely with them to ensure the quality and timeliness of deliverables.
摩根士丹利|结构化票据流程改进
带领一个项目建立了良好的控制, front-to-back environment for processing Structured Notes at 摩根士丹利(Morgan Stanley).
• Developed and managed a program to establish a well-controlled, front-to-back environment in order to mitigate SOX significant deficiencies as well as to remediate self-identified audit 问题.
• Engaged numerous business lines globally across functional areas including global product controllers, 估价覆核小组, 操作, 财政战略, 和IT来设计精确P的解决方案&L报告.
• Developed a plan to deliver strategic and tactical solutions.
• Supervised an implementation with the goal of central governance, 控制功能的最优组织结构, 政策和程序的一致应用, 改进了估值模型.
• Managed the delivery of a central database for Structured Notes transactions and all related hedging and funding trades across all lines of business such as equities, 固定收益, 大宗商品, 衍生品, 和外汇.
• Engaged numerous business lines globally across functional areas including global product controllers, 估价覆核小组, 操作, 财政战略, 和IT来设计精确P的解决方案&L报告.
• Developed a plan to deliver strategic and tactical solutions.
• Supervised an implementation with the goal of central governance, 控制功能的最优组织结构, 政策和程序的一致应用, 改进了估值模型.
• Managed the delivery of a central database for Structured Notes transactions and all related hedging and funding trades across all lines of business such as equities, 固定收益, 大宗商品, 衍生品, 和外汇.
后台办公系统的实施
Led the implementation of two vendor systems to improve trade processing and accounting as well as customer reporting.
• Led a cross-functional team to successfully deliver an end-to-end technology solution, which included phase 3 (a back office trades processing and accounting system), 日内瓦(投资组合管理系统), 和Intelimatch(一个对账工具)
•增加容量以支持更大的交易量.
• Enabled straight-through processing for equities and listed 衍生品.
• Implemented capabilities to provide value-added services to a growing client base.
•增加容量以支持更大的交易量.
• Enabled straight-through processing for equities and listed 衍生品.
• Implemented capabilities to provide value-added services to a growing client base.
摩根士丹利|融资与资本配置
Managed the delivery of a tech platform which improved the capital allocation process for 摩根士丹利(Morgan Stanley)'s finance area.
•执行所有项目管理职能:计划, 资源分配, 风险和问题管理, 进展报告, 利益相关者沟通, 发展, 测试, 培训, 和部署.
• Supervised activities across functional areas such as finance, 操作, and technology.
• Established change control processes to manage scope and timeline.
• Defined the review and approval steps for each phase of the 发展 life cycle.
• Developed the process for post-implementation and BAU support.
• Supervised activities across functional areas such as finance, 操作, and technology.
• Established change control processes to manage scope and timeline.
• Defined the review and approval steps for each phase of the 发展 life cycle.
• Developed the process for post-implementation and BAU support.
Syndigo | Legacy Product Migration to a Content Experience Hub
Managed cross-functional teams to migrated products and users from legacy platforms to a unified platform.
角色(敏捷PM)是管理和指导工作范围, 包括发展, 测试, 和验收. I was required to migrate all products and users from two legacy platforms to the content experience hub—a unified cloud platform.
教育
1997 - 1999
工商管理硕士学位
The Wharton School at the University of Pennsylvania - Philadelphia, PA, USA
认证
2018年1月至2021年1月
项目管理专业人员(PMP)
项目管理协会(PMI)
2017年12月至今
专业Scrum Master I (PSM I)
Scrum.org
1984年5月至今
计算机程序设计证书
巴鲁克学院
Skills
工具
Jira, Rally, HP质量中心(QC)
行业专业知识
金融服务，消费产品
范例
敏捷、Scrum、瀑布式开发
平台
窗户
其他
项目管理, 技术项目管理, 项目管理, 业务分析, 沟通, 软件开发生命周期(SDLC), 内容, 电子商务
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