TECHNICAL SKILLS
- Tableau, Power BI, SSRS, Databricks, Power Query
- Python, R, SQL, VBA, C#
- AWS, Snowflake, Alteryx, Informatica
- Power Automate, Jira, Appian, Blue Prism
- Power Apps, MS Office Suite, Power BI, Power Query
EXPERIENCE
PRINCIPAL
Invesco, Inc. | Downers Grove, IL | Jan 2022 – Present
- Standardized operational documentation and governance processes in alignment with PMO best practices.
- Developed detailed project charters, work breakdown structures (WBS), and risk registers to mitigate delivery obstacles.
- Facilitated cross-functional Agile ceremonies and collaborated with business analysts to ensure delivery compliance with operational policies.
- Led Operational Excellence initiatives in line with Lean Six Sigma methodologies to improve report generation times and reduce cost.
- Led end-to-end project delivery using Agile methodologies, managing scope, timelines, and stakeholder expectations across high-impact operational initiatives.
- Modernized manual processes with Snowflake, AWS, and Power Platform integrations to support scalable data operations.
- Drove standardization of trade settlements workflows across multiple systems, reducing exception rates by 30% and enhancing straight-through process reliability.
- Collaborated with senior leadership to translate complex operational data into executive dashboards, enabling 25% improvement in SLA adherence and proactive decision-making across global loan operations.
- Orchestrated the integration of WSO and Everest platforms with Tableau, streamlining compliance tracking and reducing manual intervention by 40%.
- Implemented KPI dashboards and performance tracking tools to measure process efficiency across financial operations.
- Applied structured project management techniques to ensure consistent delivery across Agile and waterfall environments.
- Collaborated with business and IT leaders to execute end-to-end program delivery on liquidity modeling and resolution planning initiatives.
- Spearheaded internal audits and implemented control frameworks to improve compliance and reduce operational risk by 20%.
- Managed cross-functional teams and scaled operational headcount from 6 to 18, fostering a performance-driven culture.
- Directed large-scale trade lifecycle operations, overseeing settlements, amendments, corporate actions, and reconciliations across global portfolios.
SENIOR FINANCIAL ANALYST
Invesco, Inc. | Downers Grove, IL | Mar 2021 – Dec 2021
- Hired, trained and mentored team members, growing the team from 6 to 18 and fostering high-performance culture.
- Manage full trade lifecycle including trade booking, enrichment, confirmation, settlements, and exception resolution.
- Handled fund builds, trade amendments, restructures, corporate actions, and trade settlements, reducing operational risk and improving efficiency.
- Utilize Everest and WSO Administrator platforms to manage syndicated loan portfolios, trade settlements, and asset servicing.
- Managed end-to-end program execution for liquidity risk models & liquidity risk stress testing and scenario analysis.
- Partnered with technology, operations, and business teams to gather requirements, define system enhancements, and implement scalable solutions.
- Managed changing project scopes, budget impacts while delivering critical business initiatives across Net Cash and Trade settlements & Reconciliations.
- Led internal audit responses and process improvements while improving data quality controls.
- Partnered with Finance, Compliance, PMs and Risk team to streamline financial data governance to improve data accuracy.
- Performed KPI drive process enhancements, successfully reducing settlement exceptions by 20% through process optimization and root cause analysis.
- Spearheaded automation and workflow enhancements, improving operational efficiency by 30% through Power BI and Power Automate integration.
SENIOR FINANCIAL ANALYST
Invesco, Inc. | Downers Grove, IL | Jan 2019 – Feb 2021
- Built interactive financial models and scenario forecasts that informed resolution planning and liquidity optimization strategies across bank loans.
- Supported liquidity risk reporting and resolution planning initiatives.
- Oversaw end-to-end project delivery across trade operations, product strategy, and IT business analysis functions.
- Managed governance processes, internal audit process, and risk controls across multiple programs.
- Championed process improvements that resulted in a measurable reduction of 46% in operational breaks and trade settlement delays.
- Provided strategic insights through data analysis, reporting, and business case development for senior leadership.
- Led the migration to AWS and Snowflake, improving data scalability and accessibility for 128+ stakeholders.
- Built over 60 automation scripts using VBA, reducing report delivery time by 80%.
FINANCIAL ANALYST
Invesco, Inc. | Downers Grove, IL | Jan 2019 – Feb 2021
- Delivered comprehensive solutions that improved data accuracy, reduced settlement errors, and enhanced client experience.
- Created custom Tableau dashboards, providing leadership with real-time insights into key financial metrics.
- Developed executive reports and data visualizations to support senior leadership in strategy formulation.
- Worked closely with finance and risk teams to implement data-driven credit risk analysis solutions.
DATA ANALYST
Caterpillar, Inc. | Peoria, IL | May 2017 – Dec 2018
- Designed real-time performance tracking dashboards using Tableau and SQL, enabling data-driven decision-making.
- Supported process improvement initiatives, ensuring timely delivery and reduced error rates by utilizing ETL tool, MapForce to modify data from SAP MM and SAP FICO.
OPERATIONS ANALYST
Pella Corp. | Pella, IA | Feb 2016 – Apr 2017
- Contributed in the SDLC, end-to end, by writing CDL rules and performing, QA, integration testing and providing PROD support.
CONFIGURATOR DEVELOPER
Mod IT Synergy | Hyderabad, India | Jul 2012 – Nov 2014
- Enhanced product configurator rules to meet complex customer specifications, improving order-to-manufacture accuracy while performing DEV and Integration testing and PROD support.
MSBI DEVELOPER
Mod IT Synergy | Hyderabad, India | Jul 2012 – Nov 2014
- Designed C# pipelines to automate data transformation processes, increasing data accessibility for stakeholders.
KEY SKILLS
- Liquidity Stress Testing, Data & Quality controls, Risk and Resolution Planning
- Asset Liability Management Reporting
- Trade and Cash Reconciliation
- Enterprise change management
- Data Reporting and Financial Risk Governance.
- Program and Project Management
- Business Strategy & Operational Execution
- Data Control and Quality Assurance
- Cross-Functional Team Leadership, Strategic Planning & Performance Optimization
- Risk & Financial Modeling, Process Automation & Efficiency
- Stakeholder Engagement & Communication, Leadership Communication & Goal Alignment
- Cloud & Data Engineering (AWS, Snowflake)
- Microsoft Ecosystem: Power BI, Power Automate, Power Apps, Power Query
- Trade Amendments, Restructures, Security Master Maintenance, Ratings review, Trade lifecycle & settlements
EDUCATION
- Master of Science in Information Systems (2016)
- Master of Telecommunications and Management (2012)
CERTIFICATIONS
- Project Management Professional (PMP)
- Product Management Professional
- AWS Qualified Associate
- Tableau QA
