Summary
Overview
Work History
Education
Timeline
Generic

Sonali Patil

Pune

Summary

Experienced PMO professional adept at managing project portfolios, financial reporting, budgeting, and forecasting. Strong track record in conducting quality audits, ensuring project compliance, and optimizing processes. Skilled in stakeholder management, risk assessment, and strategic planning to drive results and enhance team performance.

Overview

17
17
years of professional experience

Work History

Associate Business Management

CLSA
Pune
11.2023 - Current
  • Supporting the monitoring, tracking, and reporting of operations management, encompassing forecasts and variances
  • Overseeing inventory for the Pune operations team and tracking the headcount of the operations team
  • Assist hiring managers with recruitment, onboarding, and integration activities for both full-time employees and vendor resources
  • Coordinating and scheduling interviews for the Operations team, involving collaboration with all consultancies, management, and the HR team
  • Work with various IT support teams to facilitate proper onboarding and offboarding for colleagues, ensure access to projects, and resolve IT issues to enhance productivity
  • This also includes assisting with vendor management
  • Ensure accurate and 100% compliance with timesheets and mandatory training
  • Working with the Admin team on daily tasks, such as desk relocations and team roster management
  • Ensuring program documentation is current, including the administration of Confluence, JIRA, and SharePoint
  • Track and report on overall progress and related status updates
  • Plan and organize tasks while working collaboratively with the operations team
  • Organizing rewards and recognition events for the operations team and charity activities
  • Coordinating official travel for employees and visitors, and managing visitors' schedules when they are in Pune location
  • Partnering with HR to coordinate and organize training sessions for the operations team, including the planning and management of learning and development programs
  • Supporting the Head of Middle Office and the Head of Pune Operations with their daily tasks, including scheduling meetings and booking rooms
  • Proficient in creating and delivering weekly status reports, offering prompt updates and comprehensive insights into progress and performance
  • Resource Management: To develop, execute and adjust demand plans for resources in order to accomplish the desired project outcomes

Project Management Office

HSBC
Pune
06.2019 - 07.2023
  • Supporting internal stakeholders to initiate the project creation process before the project kick off and assigning an IT Project/Program Manager for a smooth running of the project
  • Creation of clarity projects as per forecast assigned by Solution Analyst (SA) in cost breakdown structure
  • Add/update standard template as per project Methodology (SDLC/Agile) and update the project properties like project status and RAID
  • To manage task like Solution Control Framework to ensure minimum standards are observed in respect to the technology delivery and to meet audit observation
  • Software capitalization template (SCT) - information necessary for the Asset Control team to determine if the work conducted against a Billable Product (BP) is capitalized
  • The SCT is a historical record for capitalization decisions and is essential for the HSBC audits and compliance
  • It will also assist in the annual impairment reviews, to ensure all HSBC assets are captured and recorded accurately
  • Responsible to prepare and publish various reports - Pioneer audit report, weekly open role reports, Clarity report and initiate the process to close the project in various systems and PMO trackers
  • Close out clarity lines and stop timesheet entries for individuals leaving the project
  • Accountable for creating Billable Product (BP) IDs, managing clarity timesheets, setting up employee IDs for contractors, generating bulk position IDs, handling contractor extensions, and utilizing various integrated and standard tools within the Business Management Perspective, including GPDM (Group Planning Data Model), Clarity, JIRA, Pioneer, GMIS (Global Management Information System), HR-Direct, and ServiceNow.

HR Executive

Randstad Tech Pvt Ltd (HSBC)
Pune
06.2018 - 06.2019
  • Manage payroll processes, including Recognition and Reward (RNR) payments, marriage gift payments, statutory working inputs, and oversee the complete exit process
  • Additionally, handle various tools such as PeopleSoft HRMS (Oracle) and SuccessFactors (SAP)
  • Managing position and employee job data within EC SuccessFactors (SAP) Fusion
  • Handle case and query management via the HR Direct portal, coordinate employee engagement activities, oversee local system management (including leave, confirmations, and exits), prepare HR letters, and compile monthly MIS and other related reports.

Executive

HSBC Software Development India Pvt Ltd.
Pune
07.2017 - 06.2018
  • Overseeing quarterly rewards and recognitions, managing data, generating reports, and distributing them to the relevant departments
  • Additionally, handling payroll tasks such as Recognition and Reward (RNR) payments, marriage gift payments, and statutory working inputs
  • Closely working with Team for Statutory compliance and filing Returns
  • Administering the complete exit process, managing background verification procedures, working closely with consultancies for contract staff, and supervising the use of systems like PeopleSoft HRMS (Oracle) and SuccessFactors (SAP)
  • Managing grievances and queries, coordinating employee engagement activities, handling local system management (including leave, confirmations, and exits), preparing HR letters, overseeing end-to-end Provident Fund help desk operations, ensuring PF compliance with forms such as 19, 10C, 10D, and 13, generating monthly MIS reports, and conducting HR orientation and induction for new joiners.

Associate

WNS
Pune
03.2011 - 04.2013
  • Maintaining high discipline and norm adherence in line with organizational standards, coordinating with superiors for cross trainees and innovative suggestions to improve operational efficiency
  • Improving overall quality of service and increasing customer delight levels
  • Providing accurate solution and help in achieving overall productivity and targets for the team.

Associate

Mphasis
Pune
11.2007 - 12.2008
  • Improving overall quality of service and increasing customer delight levels in Insurance sector
  • Handing complaint of the customer
  • Providing accurate solution and coordinating with different teams to achieve the set goals
  • This also includes client coordination's and help them achieve their targets.

Education

PMP Certified -

PMI
01.2023

Bachelor of Commerce -

Pune University
01.2009

Timeline

Associate Business Management

CLSA
11.2023 - Current

Project Management Office

HSBC
06.2019 - 07.2023

HR Executive

Randstad Tech Pvt Ltd (HSBC)
06.2018 - 06.2019

Executive

HSBC Software Development India Pvt Ltd.
07.2017 - 06.2018

Associate

WNS
03.2011 - 04.2013

Associate

Mphasis
11.2007 - 12.2008

PMP Certified -

PMI

Bachelor of Commerce -

Pune University

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Sonali Patil