Skip to main content
Sonam Ambekar

Sonam Ambekar

Project Manager - Enterprise Financial Software | Treasury Payments, Risk

Talent
Plano, TXMember since October 6, 2026
JiraExcelVisioSQLOracleSABERBankingCredit Risk
·

Hire this person

Send a job offer directly to this candidate

JiraExcelVisioSQLOracle

About

Project Manager with 15 years in enterprise financial software across Bank of America, JP Morgan Chase, and Credit Suisse nearly two years as a Product Owner on top of a decade in product delivery and Scrum leadership. Owns vision, roadmap, and backlog for data-intensive Treasury, payments, and regulatory platforms, turning complex strategy into scalable delivery in highly regulated environments.

Experience

Project Manager - Bank of America

(2024-10)

  • Own the product vision and backlog for Treasury products, translating complex financial requirements from senior stakeholders into prioritized, well-defined user stories.
  • Led the backlog and rollout for migrating the legacy Treasury SABER platform to NEW SABER, consolidating fragmented workflows into one supported product.
  • Scaled Agile delivery across three Treasury teams, tightening cross-team alignment and shortening delivery cycles.
  • Coordinated cross-team dependencies and delivery risk across concurrent Treasury initiatives, keeping releases aligned from ideation to launch.
  • Defined and tracked product KPIs to keep Treasury solutions aligned to business value and regulatory standards.

Product Delivery AVP/ Business Analyst (supporting US Card Processing systems) - JP Morgan Chase

(2022-10 - 2024-10)

  • Orchestrated multi-squad Agile delivery for JP Morgan Chase's Card Processing and Payment Authorization platform handling millions of daily transactions, partnering with engineering, architecture, and data teams across the full SDLC; facilitated PI Planning, Sprint ceremonies, and cross-team dependencies to improve velocity and predictability.
  • Led payment-network modernization integrating with Visa, MasterCard, and Lowe's networks, ensuring 24x7 high availability and fault tolerance during peak volumes (millions of real-time transactions during Thanksgiving); improved response times through performance and latency tuning.
  • Delivered a fraud-detection enhancement using real-time transaction data, data-driven rules, and anomaly pattern analysis to reduce false positives; partnered with risk and analytics teams on requirements, acceptance criteria, and rollout strategy.
  • Improved operational resilience and reduced Sev-1 Mean Time to Recovery through incident-response playbooks, monitoring automation (Splunk), and runbook standardization; established release-train cadence and change-management governance.

Credit Risk Specialist (supporting APAC regulatory reporting) - Credit Suisse Investment Bank

(2019-12 - 2022-10)

  • Published MAS Top 100 Borrower regulatory reports, calculated CCR ratios, and monitored soft loan covenants for APAC private-banking portfolios (Singapore, Hong Kong, Australia), supporting credit officers with collateral valuation and compliance oversight.
  • Streamlined operations through trend analysis, resolved reconciliation breaks (Stella/Gemini), and managed Shared Back Lending projects including loan rollovers and account approvals; hosted Loan Covenant Committee meetings, trained relationship managers, and prepared internal/external audit evidence using T24, Orchestrade, Bloomberg, and Axiom.

Business Analyst / Scrum Master - Credit Suisse Investment Bank

(2016-01 - 2019-12)

  • Led requirements gathering and translation for private-banking and credit-risk initiatives with full BRD → FRD → JIRA → QA traceability; served as Scrum Master across APAC and EMEA teams and improved upstream data quality by 20% through SQL and Excel automation.

Business Analyst - Tata Consultancy Services

(2011-07 - 2015-12)

  • Implemented and supported Oracle Financials (R12) across AP, AR, Cash Management, and GL for global banking clients; led BRD/FRD creation, configuration, testing, and UAT sign-off across month-end/year-end closes.

Education

Masters in Project Management - Project Management - Harvard University (2027-08)

Post Graduate Diploma in Financial Management - Financial Management - Welingkar Institute of Management (2013-04 - 2016-03)

Bachelor of Commerce in Accounting and Finance - Accounting and Finance - University of Mumbai (2007-04 - 2010-05)

Skills

Project Manager - Enterprise Financial SoftwareTreasury PaymentsRisk

Reviews

Related