Scrum Master resume example

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.

Responsibilities:

• Determined the resource requirements and identified the resources for the projects.
• Prepared project progress reports and status reports
• Budget forecast and actuals were tracked and updated to Finance.
• Weekly meeting with Workstream Lead and Integration Management office to discuss project status.
• Updated project plan and tracked project updates using Clarity PPM tool.
• Conducted meetings with Infrastructure and Data retention team to determine Filenet Access required on Customer Day as well as the retention period for the Santa Barbara Legacy Systems
• Conducted Document imaging technical meeting with Santa Barbara Banking Trust to facilitate electronic conversion.
• Conducted Document imaging business meeting with Santa Barbara Banking Trust to facilitate paper conversion of documents.
• Follow up with Accounts payable team to request status of Vendor invoices sent for payment.
• Created Change Orders for the SBBT project extension.
• Follow up with customer for post implementation validation.
• Coordinated with Business, Admin Support, Development team, Testing Team, 3rd Party
• Vendors for the project planning to execution phase.
• Prepared Vision document stating the goals of the project.
• Participated in Enterprise Content Management portfolio review meeting.
• Prepared conversion weekend tasklist and post conversion tasklist for Document imaging team.
• Coordinated with Check imaging team to get status updates as well as issue resolution.
Performed the role of Scrum Master for Sigcard Verification Migration within the Santa Barbara Banking trust Migration.

UBTI Remediation

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 - XXX1

Value Adds:

For year XXX0, 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.

Value Adds:

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.

Activities:

• Gathered business requirements by conducting detailed interviews with business users, Subject Matter Experts
• Prepared Business requirements documents and send for sign off by Technical project manager and Business project Manager
• Technical Analysis and design documentation
• Estimation
• Prepare Project Plan
• Design
• Testing
• Prepare Project progress reports and status reports
• Implementation

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)

Activities:

• Project Planning and Monitoring
• Determining the resource requirements and identifying the resources for the project
• Ensure the Production problems are resolved within SLA for the global support project
• Coordinate and Communicate with the Onsite
• Ensure the overall quality of the project
• Participate in Ops review meeting, PMR, Telecons
• Ensuring Timely Billing
• Resolving Issues/Disputes
• Training and Mentoring of the team members
• Estimating efforts and Preparing cost and revenue budgets
• Ensure compliance to Timesheets
• Establish “Best Practices” and plan for continuous improvement of processes
• Project monitoring and metrics reporting

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.

Activities:

• Interacting with Northgate support team regarding the proposed changes in the tape.
• Arrangement of .Meeting with payroll manager and service manager regarding the plan for the upgrade
• Sharing of the plan to the team and assigning the modules that needs to be regression tested.
• After regression testing helping the team for UAT set up
• On acceptance sign off, getting the change requests for implementation signed off
• Coordinating the implementation
• Preparing high level documents proposing changes.
• Estimation of effort involved.
• Getting the Business approval for the proposed changes.
• Assigning a person to prepare technical specification document
• Team formation and briefing in which estimated timelines are given and also coding and testing approach is discussed
• Monitoring of status of work every day.
• Getting approval of the change requests required to implement the change

Merchandising Software

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.

Activities:

• Gathering requirements through client interaction through meetings and discussions.
• Analyze the requirements and propose changes in the existing system.
• Impact analysis and reporting.
• Designing the components, which need to be enhanced and implemented in the system.
• Construction of the required components as per the technical design.
• Prepare Unit test plans and System test plans.
• Performing Unit testing and System testing before the enhancement is finally implemented in the System.
• Determining the completeness and correctness of testing of programs.
• Handling support if any query arises in the software delivered for the customary 3 month warranty period.