Accomplished Servant-Leader with 3+ years experience as Scrum Master helping teams enforce Scrum rules by coaching, removing impediments and fostering self-management.
Certified Scrum Master (CSM) by Scrum Alliance.
Also experienced in Project Management and Mainframe Development work.
Has domain knowledge of Investment Banking, Commercial Banking as well as Retail.
Scrum Master :
Project Management :
Certified Scrum Master(CSM)
Project Management: Clarity PPM, Agile/Scrum, MS Project,
Tools: JIRA, MS Office, MS Visio
Domain: Investment Banking, Commercial banking, Insurance and Retail
There are 4 maintenance projects that are implemented on a fixed timeboxed manner using Agile/Scrum. The releases are usually based on a prioritized backlog of user Stories required for Analytics that need to be available for a Quarterly Rating Cycle.
Santa Barbara Banking Trust Integration:
The mission of the integration is to convert 15 million documents and images in to Union Bank image format and complete the conversion for go live on customer day. The Project was one of converting Legacy Content Management System images from Alchemy and Synergy into a format ingestible to Filenet.
Unrelated Business Taxable Income abbreviated as UBTI are the positions that a client holds which has created a net income of more than $1000.
The positions are products available in the market that are sold as separate entity unrelated to the core business of the company.
The Remediation process consisted of recalculating the UBTI contribution by taking in to account the Carry Forward Loss from Prior years 2002 - 2011
For year 2010, we changed the logic in Production as a fix to enable loss calculation to be done accurately.
Free Fee for Life
The Free for life is a waiver applied to annual fees if a client brings in a total new investment of $50,000 or more. The objective is for FA's to bring in more money as investment. This project was implemented in both the Morgan Stanley and Smith Barney Bank Channels.
The money that was brought in should stay with IRA for at least a year otherwise the fee waiver needs to be canceled. This was initially planned to be a manual process to be done by the users. We automated the process such that it identifies the accounts that have become ineligible and thus helped users avoid the manual process.
IRA tax reporting & Fees
Morgan Stanley Smith Barney IRA Tax reporting systems consists of running 1099R/Q, 5498 and 990-T forms generation, validation & submission to IRS The fees for IRA that requires constant changes are the annual maintenance fee, Termination fee and the changes are done with the help of a minor development document.
Morgan Stanley Technology Expansion Build
The aim of this project is improving the execution time of the jobs in the Morgan Stanley platform so as to enable the batch system to complete their execution on time. This is to ensure that the system is able to complete execution when the Smith Barney accounts converting to Morgan Stanley do not cause the batch jobs to execute longer.
Morgan Stanley BASEL II/FED Regulatory reporting
The aim of the project is to fulfill the requirements for calculating collateral for BASEL II/Fed reporting purposes and deriving Concentrated Accounts for internal risk use.
AXA Tax Year End Changes
This project involved validation changes to the P14 end of Year summary such that the P14 records do not get rejected when they are transmitted to the HMRC (Her majesty's Revenue and Customs) Also it involved changes to the tax prefix code changes from WL (without liability) to NT (No Tax)
TESCO Personnel Systems Development
The main aim of this project is to improve the payment of salary of Personnel on time and accurately. The work involved continuously improving the system by enhancements and developments such that any tax rule change does not affect people's pay.
TESCO Product Upgrade
The goal of this project is to implement the upgrade of the UNIPAY software from the tape sent after thorough testing.
The aim of this project is to provide for the complete needs of a buying house from inquiry of order to shipment of order executed.
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