Sharath Hatna Basave Gowda

• Project Planning & Execution : Developed and managed comprehensive project plans, outlining timelines, resource allocation, deliverables, and risk mitigation strategies to ensure successful execution.
• Client Relationship Management: Cultivated and maintained strong client relationships by proactively understanding their goals, managing expectations, and delivering solutions aligned with business needs.
• Team Management: Directed and motivated cross-functional teams—including technical, functional, and operational staff—ensuring collaboration and high-performance execution.
• Risk Management: Identified, assessed, and mitigated project risks; implemented contingency plans to minimize disruptions and safeguard project objectives.
• Status Reporting & Communication: Delivered clear and timely updates to stakeholders through status reports, KPIs, financial tracking, and progress dashboards.
• Change Management: Managed scope, timeline, and resource changes effectively, ensuring minimal impact on project delivery while aligning with stakeholder expectations.
• Quality Assurance: Ensured compliance with organizational standards and industry best practices, maintaining quality throughout all phases of the project life-cycle.
• Post-Implementation Support: Provided post-launch support and knowledge transfer, resolving issues and facilitating smooth transitions during client handover and stabilization phases.
  
• Projects
  1. Customer raised financial product and content Enhancements: Managed a process improvement initiative to reduce backlog and improve visibility into enhancement requests for the Data & Analytics organization. Integrated JIRA with Salesforce and implemented automated email updates to Sales, Account Management, and clients, resulting in faster turnaround times and improved stakeholder communication.
  2. Process Optimization Project: Led a process optimization project to eliminate manual ticket creation in ServiceNow by the Client Support team. Identified inefficiencies where 50 users spent over 200 man-hours daily manually escalating technical issues. Spearheaded the automation of ticket generation, reducing time spent per ticket from 20 minutes to near zero. This initiative improved productivity, streamlined escalation workflows, and significantly reduced operational overhea

Led a team of 15+, driving performance improvements through structured training, KPI tracking, and process optimization.

• Defined project scopes and objectives, engaging key stakeholders to ensure alignment, technical feasibility, and optimal resource allocation.
• Developed and maintained detailed project plans, tracked progress, and applied change management techniques to manage scope, schedule, and cost variations.
• Conducted proactive risk assessments and implemented mitigation strategies, escalating issues to leadership as needed.
• Built and sustained strong working relationships with clients, and internal stakeholders to support seamless project execution.
• Maintained comprehensive project documentation to ensure transparency, traceability, and compliance with governance standards.
• Analyzed internal change requests, consulted with leadership, and facilitated decision-making on scope approvals.
• Created transitional roadmaps and documentation outlining project scope, timeline, resource needs, and budget considerations.
• Facilitated training sessions and workshops to educate teams on new policies, systems, and processes.
• Identified and resolved transition-related challenges, maintaining operational continuity and stakeholder confidence.

Projects

1. Financial research report Automation for Thomson Reuters and Morning Star: Led the development of an automated data extraction application to capture estimated financial measures from brokerage research reports (e.g., JP Morgan Chase, Goldman Sachs, Deutsche bank, Wells Fargo and others). The solution eliminated manual data entry by automating the ingestion of forecasts into the Thomson Reuters database. Successfully automated over 400 brokers' reports, enhancing data accuracy, reducing turnaround time, and improving operational efficiency.

2. Financial instruments portfolio project for Sungard: Managed the development of a portfolio processing application to capture, calculate, and load financial instruments—including Equities, Derivatives, Bonds, Futures, Options, Swaps, and CFDs—into a client-facing interface. The solution supported Risk Managers in generating accurate risk reporting and performance attribution across equity, balanced, and multi-asset funds, improving decision-making and regulatory compliance.

3. ISDA Master Agreement Key Terms Extraction: Led a project to automate the extraction of key financial terms and risk measures from International Swaps and Derivatives Association (ISDA) master agreements. The extracted data was structured and uploaded to the client interface, enabling efficient access, enhanced risk analysis, and streamlined contract management for derivatives trading, and compliance teams.

4. Automated Extraction of Historical Financial Data from SEC Filings and Annual Reports for Schroders Global, Martin Currie, and Bureau van Dijk (BVD): Managed the development of an application to automate the extraction of historical financial statements and accompanying notes from SEC filings and annual reports. The solution consolidated all data into a single Excel download, significantly improving accessibility, reducing manual effort, and accelerating financial analysis workflows for end users.

• Validated and processed financial statements, ensuring compliance with IFC’s financial reporting standards.
• Collaborated with investment officers, identifying discrepancies, and optimizing financial data integrity across multiple regions.
• Streamlined financial analysis workflows, reducing processing time and improving reporting accuracy.
• ·Conducted risk assessments, providing insights into investment decisions and financial health evaluations.
• Enhanced stakeholder communication, ensuring alignment between client expectations and internal financial processes.

• Managed large-scale data validation projects, ensuring accuracy in financial datasets used across global platforms.
• Developed process improvement initiatives, reducing response time for customer queries through workflow optimization.
• Conducted breach and root cause analysis, enhancing regulatory compliance and minimizing data discrepancies.
• Facilitated training programs, upskilling new employees in financial data analysis and integrity management.
• Implemented advanced data analytics techniques, improving the efficiency of estimates data verification processes.