Umesh Dasoni

• Spearheading 7 Alteryx automation projects, delivering annual savings of ~1,000+ hours; successfully deployed 3 projects to production contributing 600 hours saved annually.
• Designed and maintained project tracker dashboards (PPT) to communicate project pipeline, milestones, and executive summaries for leadership visibility.
• Partnering with Operations to identify automation opportunities, conduct feasibility analysis, and deliver scalable automation solutions.
• Leading development of Power BI dashboards (KPI performance metrics & KRI dashboard) to improve reporting accuracy, efficiency, and business insights.
• Driving end-to-end automation lifecycle: opportunity assessment → feasibility → development → deployment → stakeholder training.
• Mentoring junior team members and conducting BI training sessions.

• Led FX Trade Support Transformation program: partnered with business and development teams to define test plans and execute front-to-back trade-flow QA for multiple releases.
• Compiled and distributed test evidence, secured officer-level Go-Live approvals, and communicated releases to global audiences.
• Designed and maintained monthly KPIs for the Global FX Trade Support group to monitor SLAs and drive continuous improvement.
• Recognized as Ops Transformation Role Model 2024.
• Acted as ISG Mumbai Alteryx Champion; trained 100+ users and hosted roadshows.
• Identified automation opportunities across FX trade support and built Alteryx and Power BI solutions to streamline operations.
• Delivered Alteryx automation workflows saving 1,000+ hours annually.
• Built Power BI dashboards for FX Trade Support KPI/KRI reporting.
• Led MS GIFT entity setup, coordinating FX Operations and Technology teams.
• Created an automated distribution channel for Global FID Transformation and supported HUTI development requests from the Regulatory team.

• Drove Acadiasoft margin call STP agenda and maintained daily/weekly/monthly reports and scorecards on margin call STP performance.
• Coordinated with global stakeholders, captured meeting minutes and tracked action items related to Acadia enhancements and onboarding.
• Managed onboarding/offboarding of agreements in Acadia per CSR requests; administered Acadia and TriResolve user access (CUD) per RSAM/IBID requests and provided audit evidence.
• Managed vendor relationships with Acadiasoft and supported system enhancement testing with Operations and Tech teams.
• Alteryx license holder: developed workflows, deployed to gallery, maintained runbooks and published Go-Live communications.
• Co-led Symphony adoption project and published monthly Symphony scorecards.
• Maintained employee onboarding/offboarding documentation and forms.

Key achievements (JPMorgan)

• Achieved 40% margin call STP in 3 years.
• Reached 99% triparty reconciliation agreement onboarding in IRECS.
• Received positive rating in Acadia onboarding external audit.
• Completed Acadia SAML migration and migrated all users successfully.
• Delivered 6 Alteryx projects saving ~10 hours/day for operations.
• Centralized Acadia admin rights with SOPs and audit evidence.
• Supported successful adoption of Intelligent Analyzer Phase I.

• Coordinated with Legal and Document Management to activate new ISDA/CSA agreements in systems per contractual terms.
• Executed trade movements between agreements based on legal instructions.
• Set up Opics, SSI and ISIN entries to enable eligible collateral substitution and support.
• Performed triparty cash balance reconciliations by validating system statements against custody statements.
• Prepared reports on merge deactivations, ineligible collateral and client off-boarding.
• Assisted new users with internal system access provisioning.

• Managed daily collateral settlements with internal and external stakeholders.
• Processed cross-currency and securities settlements; drafted and maintained triparty release and delivery letters.
• Updated SSI records and investigated settlement failures to identify and remediate root causes.
• Managed escalations for aged fails and maintained daily operational documentation and checklists.