Kallyani Kalpesh Manggaonkar
Thane
Summary
- With 14+ years of experience having expertise in data analysis, MIS reporting, detail oriented with abilities to enhance efficiency to achieve expected results.
- With expertise in analysis and quantitative problem-solving skills, dedicated to company growth and improvements
- Good communication skills to build meaningful, trusting relationships with business stakeholders.
- Ability to work under high-stress situations and achieve goals on time, follow work ethic.
- Passionate, self motivated and dedicated to focus towards self development effectively managing assignments for business process growth and improvements.
Overview
17
17
years of professional experience
Work History
Business Analysis Associate- CIB IS PMO
J.P. Morgan Services India Pvt. Ltd.
MUMBAI
03.2018 - 04.2023
- CIB - Intelligent Solutions PMO process involves adoption of digital tools across lines of business for opportunities identified to be automated and tracking through various stages of project lifecycle within issue tracking mechanism tool JIRA
- MIS Reporting- Responsible to maintain and process IS data for various kinds of reporting as per stakeholders requirement. Handling firmwide reporting capturing total IS processes deployed to production on month on month basis. Responsible for preparing various senior management decks and program level reporting. F&BM reporting
- Usage of Alteryx for reporting - Have worked on defining the logic for raw JIRA extract to be data massaged, cleaned up and processed within Alteryx, derive reportable fields to be included within Alteryx output for various kinds of reporting and creating data visuals for Business Intelligence representation of data on Tableau
- Adoption of UiPath platform- Worked on defining metrics points to scale the usage of UiPath across CIB. Analyzing license data for UiPath across firm and supporting technology by running analysis to identify inactive users and getting their licenses revoked using license deactivation attended BOT in UiPath
- OKR- Have worked on defining Objective Key Results metrics for deriving insights to IS Ops efficiency achieved, Users trained across CIB, Technology metrics capturing benefits achieved out self solve solutions platforms and Finance metrics capturing overall cost benefits derived due to Intelligent solutions implementation.
- IS Controls Audit - Implementing automation would require risk assessment associated with the process. IS PMO laid out identifying and defining Baseline and Enhanced risk process as per defined firmwide controls standards. PMO ensures key documents are provided by Operations before project is marked Live
DCPP Change Management- Team Lead
J.P.Morgan Services India Pvt Ltd.
MUMBAI
02.2016 - 03.2018
- DCPP- Derivatives Core processing platform is a downstream settlement system capturing trades from various risk management platforms within CIB. This project involved migrating Exotic Equities trades from PTP to DCPP which helped me gain knowledge to Equities products. Coordinating and working closely with technology to get it migrated to DCPP. 200+ variants of trades were tested out successfully and Exotic Equities trades migration was completed in 2015.
- FX trades from upstream Athena were migrated to DCPP. I was solely responsible to carry out the migration in phased manner to the downstream settlements system working with various business stakeholders across locations and technology partners based out of UK
- As part of DCPP change management process I have handled analyzing 5000+ trades causing breaks in the settlement system, identifying root cause and coordinating with tech partners to feed successfully them for settlement processing
Athena- FX Trade migration project- Team Member
J.P. Morgan Services India Pvt. Ltd.
MUMBAI
08.2010 - 01.2015
- This project involved migration of FX trades from legacy mainframe IRFE to Athena risk management system
- First phase involved migrating reference data this required working along with business stakeholders across NY, London & Asia to co-ordinate and define the scope of migration to identify actively trading clients and getting them onboarded on to the new risk management system
- Second phase of the project involved building out functionality to migrating Fx trades Spots, Forwards, FX Swaps, IRS by gathering and drafting business requirements documents in coordination to front office stakeholders and working closely with technology partners to testing and identifying defects to get the functionality build e2e and working in the new risk management system
Intern Trainee
Citibank N.A
MUMBAI
12.2008 - 12.2009
- Internship within Corporate foreign exchange operations process involving scrutiny of import export documents sent by customer to CITI bank traders.
- Updating details of the deal like the currency, type of deal, date booked date of maturity, Customer name etc. details accurately within banks information depository system “Armor” for banks future references.
- Post verifications and maintaining the deals details post which customer copy of FX confirmation was signed, franked and stamped send out to the clients as an acknowledgement while original deal document maintained and filed with the bank as well
- Maintaining and tracking an excel for total amount of FX confirmations booked with Citi Bank on day to day basis basis the confirmations sent to back office by the front office traders
Client Service Associate- Billing COE
J.P.Morgan
Mumbai, India
05.2023 - Current
- Client Service Billing Centre of Excellence is a operations process set up as a centralized process effective since June'23 to co-ordinate the set up new onboard & Reprice and Incremental service requests for clients in support to Client Service Managers, diversely spread across locations supporting Sales with the client set up execution within JPMorgan systems
- Role involved liaising with CSM's across locations, supporting Sales as they provide the client data requests and details are pushed to Mumbai team
- Role of COE involves BSI smartform submission, liaising and handholding CSM's, Pricing, Client Billing Operations to help provide/update details required for the set up within JP Morgan's billing application (Advantage). Business Smart Form (BSF) is a standard process which is required to be submitted to captures details of new product services to be set up for the clients, Onboarding services for new clients, Executing price changes to existing fee agreement (full reprice or existing markets price change) covering set up of products like Custody, Fund Accounting, Fund Administration, Depositary Services are some of products services offered within J.P Morgan Securities Services
- Once the set up is completed COE would be performs audit of Invoices before they are published to clients- First Invoice checks review involves checking details like static data- Client Address, Invoice distribution are set up correctly, Effective date, Account Set up and identifying accounts not charged, highlighting them to CSM if not, Rates check between Fee Agreement and Invoice, Reviewing ARC Macro against the Advantage set up to identify all bill points are set up correctly with the system- for disconnect if any would be worked with CBO and Pricing and get them updated and ensuring invoice are charged correctly. Report any undercharge, overcharges on the invoice highlighting them to Invoice production team and sharing the observations with CSM's for the final approval before it is published out to clients
Education
Graduation in Business Information Management - MIS reporting
GNIIT
2010
Bachelors of Commerce - Accounting & Finance
K.J.Somaiya College Mumbai University
2008
Skills
- Customer Service - Billing process
- Basics of Alteryx, Tableau
- Ms Office- Powerpoint Pitch pro,, Excel
- Quality center, Jira
- MIS Reporting
Timeline
Client Service Associate- Billing COE
J.P.Morgan
05.2023 - Current
Business Analysis Associate- CIB IS PMO
J.P. Morgan Services India Pvt. Ltd.
03.2018 - 04.2023
DCPP Change Management- Team Lead
J.P.Morgan Services India Pvt Ltd.
02.2016 - 03.2018
Athena- FX Trade migration project- Team Member
J.P. Morgan Services India Pvt. Ltd.
08.2010 - 01.2015
Intern Trainee
Citibank N.A
12.2008 - 12.2009
Graduation in Business Information Management - MIS reporting
GNIIT
Bachelors of Commerce - Accounting & Finance
K.J.Somaiya College Mumbai University