Summary
Overview
Work History
Education
Skills
Interests
Technical Skills
Timeline
Generic
Jayashree R

Jayashree R

Lead Business Analyst - Treasury Risk
Chennai

Summary

Seasoned Business Analyst offering over 14 years of Banking/Financial industry success. Expert on business and systems requirements, user acceptance testing and end-user training. Spearheaded the IBOR transition across 30 countries, enhancing regulatory compliance and operational efficiency. Proven ability to liaise effectively between technical and non-technical stakeholders. Accomplished at leveraging past lessons to inform future decision-making.

Overview

16
16
years of professional experience
6
6
years of post-secondary education
2
2
Languages

Work History

Lead Business Analyst

Standard Chartered GBS
Chennai
5 2015 - Current

Key Accountabilities – IRRBB Reporting/Change Management:

  • Managing IRRBB/STDF BAU process and smooth project transitions
  • Structured BAU application processes flow and streamlined reporting to facilitate smooth month-end deliverables to meet SLA.
  • Assisting in building cohesive team for IRRBB reporting and BAU application maintenance
  • Led process mapping initiatives, resulting in optimized workflows and reduced redundancies across departments.
  • Designed mapping spec to acquire, translate and process data.
  • Collaborated with stakeholders to identify business needs and data sources.
  • Conducted gap analyses between current state systems/processes and future state goals in order to formulate action plans aimed at bridging identified discrepancies.
  • Presented project updates to senior leadership regularly, highlighting successes as well as potential risks or challenges faced during execution stages.
  • Thrived in fast-paced environments by prioritizing tasks based on stakeholder priorities, project objectives and delivered high-quality results.
  • Preparing of Economic value of Equity (EVE)/Repricing gap/NSFR/ALM/B3LR report for 30 business units. Focused in analysis of risk exposure of equity arising due to mismatching
    maturities, reset interval, market factors etc.
  • Preparing of Net Interest Income (NII) / MAS 630/MAS 637 report for 30 countries under various shock scenarios. It involves sensitivity analysis and commentary considering impact of yield, exchange rates etc and provide business analysis insights.
  • Participate in stress-testing execution as per PRA guidelines aimed at ascertaining performance and resilience of bank under various stress scenarios
  • Prepared business requirement and technical information documentation during change migration
  • Resolved complex technical issues through in-depth investigation and innovative problem-solving techniques
  • Cleared all internal compliance, governance, health and safety trainings

Key Accountabilities – Enhanced Projects:

  • Responsible for end-to-end enhancement deliverables for ALM/IRRBB FERMAT streams
  • Work closely with treasury modeling team and engage in business support functions groups to identify system enhancement opportunities to facilitate regulatory requirement
  • Associated in developing testing strategy in FERMAT IRRBB application
  • Responsible for requirement management, non-functional requirement, enhancement, and production implementation of IRRBB process changes.
  • Managed stakeholder expectations through transparent communication, query clarification and timely status updates, ensuring alignment between project deliverables and business objectives.
  • Collaborated with developers to create customized solutions tailored specifically for unique business challenges.
  • Developed detailed project plans, effectively managing timelines and ensuring timely completion of deliverables.
  • Analyze interest rate sensitivities in banking book under various shock scenarios defined in BASEL guidelines for multiple countries
  • Working in agile methodology to provide solution through digital channels. Provide project deliveries updates and created traceability matrix to ensure successful project delivery via JIRA/Confluence dashboards
  • Extensively involved in IRRBB FERMAT/RCO application integration during new regulatory policy requirement from project execution phase to production implementation and guided business support and technical teams.
  • Collaborated with various teams including business/policy teams to build compliance and implemented change control strategy
  • Tracked feedback at all levels and researched resolutions for common concerns
  • Gathered feedback from end-users to identify areas for system
    enhancements or adjustments to better align with evolving business vision.
  • Working in Moody's platform and support configuration implementation
  • Supported RCO implementation and engaged in process migration from on-shore (Singapore)

Projects:

  • IBOR transition program – Responsible IBOR to RFR system setup, testing and implementation (30 Countries). Ensured key requirements are clearly articulated in functional specification documents
  • BREXIT – EU region- requirements management, end to end testing, data quality analysis, speak to support functions, technical teams, technical documentation, researching current state and estimate project completion
  • Sapphire – SG Branch and subsidiary migration for CASA portfolio and Product simplification. Technical Documentation preparation, provide Analysis Services related to process changes
  • RCO implementation – Connect with stakeholders on business process improvement, critical data element (CDE) integration, balance sheet reconciliation for group and solo and perform user acceptance testing (17 Countries)
  • IRRBB PED Drop 1 & 2 – Requirement prioritization, Effort estimation, developing configuration, test plans, writing test cases and responsible for UAT/UVT testing in implementing EBA requirement, stable and non-stable and economic life computations (30 Countries). Prepared documents interpretation of technical inputs to business terms during rollout.
  • Configuration Automation – Plan implementation phases, coordinate with development team, responsible for manual configuration tables integration and data architecture to ensure automation process is successful and saved 4 FTE
  • Developed diagrams to describe and lay out logical operational steps.
  • Ebbs Harmonization – Responsible for requirement articulation, preparing business requirement document (BRD), impact assessment and regression and user acceptance testing

Achievements:

  • Received extra miler award for supporting IRRBB BAU process
  • Spot award recipient for timely delivery in ALM FERMAT maintenance and change management
  • Star performer award for supporting IRRBB PED 2019 regulatory deliverables
  • Business Champ award for RCO Rollout and reducing EUC by 50% and manual adjustment by 70%

Deputy Branch Manager

ICICI Bank Ltd
Chennai
10.2011 - 05.2013
  • Oversaw loan approval process, maintaining compliance with lending regulations and policies.
  • Managed daily operations to ensure smooth functioning of branch and timely completion of tasks.
  • Fostered positive work environment, leading to increased employee morale, productivity and safe culture.
  • Collaborated with senior management to develop branch goals,
    systems/channel strategy, aligning them with Bank's vision.
  • Managed cross-selling initiatives and promoting products that expanded existing customer relationships while bringing onboard new clientele, contributing to overall growth of branch.
  • Checked suppliers payments, commissions and other accounting disbursements for accuracy and compliance.
  • Managing Relationships with internal/external stakeholders including vendors to ensure overall clients experience.
  • Ensured strict adherence to all regulatory requirements through consistent enforcement of policies and procedures across branch team members.
  • Mentored branch staff and planned monthly audit
  • Inspected periodic customer reviews in accordance to internal bank policies and assisted Anti-Money Laundering team for case investigations
  • Performed banking, business administration and financial services to guarantee five-star service for clients.
    Optimized staffing levels by analyzing workload trends during critical period/staff illness, ensuring efficient allocation of resources.
  • Conducted health & safety trainings to team
    Proven Interpersonal skills by handling complex problem-solving techniques.

Achievements:

  • Increased customer base by 15% and core deposit growth by 40% of annual goal
  • Demonstrated leadership by winning regional level competition for branch banking key parameters in October & November 2012
  • Graduated Branch Leadership Program from ICICI Bank

Executive

Bharti-AXA Life Insurance Company Ltd
Chennai
05.2008 - 10.2011
  • Established clear and competitive goals, growth roadmaps, and strategic business plans
  • Anticipated and tracked operational and tactical risks to provide strategic solutions
  • Established and implemented departmental policies, goals and objectives
  • Assessed New Business proposals/Life Advisor forms with underwriting and KYC/AML compliant
  • Processed policy service, deceased claim and ensured medicals are performed as per regulatory requirement
  • Prepared various MIS Reports on quality scores for branches
  • Streamlined processes to ensure smooth functions and maintaining service quality for all branches in region
  • Maintained strong relationship with key partners and critical departments: Distribution, legal, and compliance
  • Provided compliance training to staff, insurance consultants, speak to relationship managers to improve sales target, and collaborate with external vendors for regulatory examination

Achievements:

  • Initiated cost saving techniques and reduced operating cost by 40%
  • Managed over 1500 renewals with persistency ratio of 65% per year
  • Recognized for error free processing and operations process twice in 2010

Education

MBA - Project Management, Operations, Marketing

University Of Sunderland (UK) - MDIS
Singapore
09.2013 - 09.2014

MBA - Human Resources Management

Tamil Nadu Open University
Chennai, India
06.2005 - 05.2007

Bachelor of Commerce - Commerce And Accounts

Bachelor of Commerce
Chennai, India
06.2000 - 04.2003

Skills

  • Business Information Analysis
  • Functional Requirement Analysis
  • JIRA/Confluence
  • SIT/UAT/UVT
  • SQL Proficiency
  • Technical/Functional Documentation
  • T24,ALM,LCR,NSFR,B3LR,FTP,IRRBB,Capital Regulatory
  • Agile Methodology
  • BCBS and Policy Compliance Solutions
  • Client/Stakeholder Management
  • Data Analysis
  • GIA Audit and Control framework
  • Business Process Mapping and Product simplification
  • Interests

    Swimming

    Learning sustainable lifestyle

    Community Care Giver in Bluecross of India -Animal Rescue NGO

    Technical Skills

    • Proficient in SQL, Tableau, Power BI, Lotus Notes, Microsoft outlook, Share-point, MS Teams
    • Banking Software: RCO, FERMAT, CITRIX, SCM, JIRA, FX Online, SOAX, FCRM, T24,Finnacle,
      Trade Factory, and IGRS
    • Completed Advance Excel Skills training from Excel Goodies

    Timeline

    MBA - Project Management, Operations, Marketing

    University Of Sunderland (UK) - MDIS
    09.2013 - 09.2014

    Deputy Branch Manager

    ICICI Bank Ltd
    10.2011 - 05.2013

    Executive

    Bharti-AXA Life Insurance Company Ltd
    05.2008 - 10.2011

    MBA - Human Resources Management

    Tamil Nadu Open University
    06.2005 - 05.2007

    Bachelor of Commerce - Commerce And Accounts

    Bachelor of Commerce
    06.2000 - 04.2003

    Lead Business Analyst

    Standard Chartered GBS
    5 2015 - Current
    Jayashree RLead Business Analyst - Treasury Risk