Bright, cheerful, methodical, detail-oriented puzzle solver with the dexterity to fluidly translate among regulatory requirements, executives' strategic objectives, operations' functional requirements, and developers' technical specifications.
Career Mission: To rally technology & business together to achieve multiple projects simultaneously in a cost-effective, efficient manner.
To aggressively manage scope, time, cost, and quality by maintaining attention to strategic priority and operational detail.
Project Management Skills: Maintain tight adherence to deadlines without formal managerial authority. Manage prioritization of resources across multiple projects. Ensure stakeholders across departments and hierarchies are always aware of progress, blockers, and current focus.
CTO @ From March 2015 to Present (10 months) Minority Owner @ My responsibilities include:
:: Voting on important Green Bay Packer issues, as a shareholder.
:: Indoctrinating my Wife and two children into the great traditions of the finest organization in the NFL.
:: Showing my undying support through thick and thin times. From November 1997 to Present (18 years 2 months) Senior Business Analyst @ From March 2014 to March 2015 (1 year 1 month) Project Manager (Consultant) @ • Drove collaboration between IT, Operations, and vendors to upgrade the Paladyne suite, including managing resources delivering server infrastructure, application installation, QA, UAT, release and signoff
• Identified and resolved discrepancies between siloed security masters in Order Management (Charles River), Portfolio Accounting (VPM), and Security Master (Paladyne) systems
• Drove collaboration between operations, accounting, and software vendors to design, test, implement, and sign-off corrective bookings without impact to stated financials
• Facilitated compliance with Percent Ownership regulations by implementing proper flow of Shares Outstanding data from Bloomberg through VPM to Charles River From January 2013 to July 2013 (7 months) Project Manager (Consultant) @ • Scrum Master for implementation of Black Mountain Everest, a new co-developed research, trading, security master, and compliance system, including strategic mission, requirements gathering, gap analysis, vendor screening, project / budget planning, QA test design & execution, end-user training, UAT, implementation weekend coordination, post-implementation service, and final sign-off
• Led a tandem, multi-version upgrade of Sungard VPM and Paladyne Analytics Master, Paladyne Security Master, and Paladyne Business Manager
• Developed RFP & criteria for screening vendors’ Form PF offering before selecting internal development
• Controlled time, cost, quality, and scope by quickly and efficiently communicating delivery expectations, progress, delays, mission creep & blockers with stakeholders from line-level to executive
• Led all phases of an internally-developed pricing system from strategic business need definition through team selection & budgeting, Business Requirement Documentation, Functional Specifications Documentation, weekly project updates, necessary communication & escalation, release, and sign-off From April 2012 to January 2013 (10 months) Business Analyst (Consultant) @ • Translated Securities & Exchange Commission Form PF regulations into a Business Requirements Document and Functional Specifications Document to drive development of the firm's compliance application
• Wrote a database schema gap analysis between a client's AdvisorWare portfolio accounting system and the firm's proprietary software solution From September 2011 to December 2011 (4 months) Project Manager (Consultant) @ • Wrote Business Requirements Document for Structured Products reference data security master vs. FISS, Broadridge, & ADP systems
• Worked closely with other Project Managers to coordinate resource scheduling across multiple projects, according to priority and critical path requirements From April 2011 to July 2011 (4 months) Greater New York City AreaProject Manager (Consultant) @ • Researched business requirements, wrote BRD, FSD, and project plan for inclusion of 40 legacy reference data feeds into the post-merger Fiserv Frontier (Intellimatch) reconciliation engine
• Maintained deadline pressure on IT and business resources to deliver on time to meet project deadlines and budget
• Coordinated IT and business team members from 5 international offices through weekly meetings, implementation, and signoff
• Leveraged requirements tracing and change management documentation to mandate strict documentation by business leads, developers, and QA testers From July 2010 to March 2011 (9 months) Greater New York City AreaProject Manager (Consultant) @ • Inherited an over-budget and behind schedule trading system development effort; stopped mission creep and completed remaining project deliverables under budget and ahead of schedule
• Wrote RFI & RFP for market data sourcing project for Wealth Management. (Telekurs, Thomson Financial, Bloomberg)
• Created executive presentations with results and produced scorecards to facilitate decision making by executive stakeholders From December 2009 to March 2010 (4 months) Project Manager (Consultant) @ • Converted FSD into project plan for a for Market Data development effort.
• Determined resource requirements and prepared project budget for action by management team From 2009 to 2009 (less than a year) Global IT / Operations Coordinator @ • Rebuilt Private Loan Operations through process reengineering and in-house development of a custom software solution
• Brought Credit Default Swap (CDS) operations into compliance with SEC audit by designing a new process, rebooking the portfolio, upgrading the portfolio accounting system, and training personnel
• Replaced a manually intensive paper-based wire transfer system with a paperless, mobile software solution
• Reengineered firm-wide use of the Portfolio management system, the heart of the firm, used by Operations, Accounting, Tax, Compliance, Risk, and Front Office, across 17 international offices
• Conducted a thorough proof-of-concept migration to Advent Geneva
• Executed a three-version upgrade of Sungard VPM, a portfolio management accounting system
• Migrated order management from MacGregor XIP to Bloomberg POMS
• Implemented Intellimatch Reconciliation Tool
• Transformed the VPM model to support segregation of assets after redemption by 40% of firm’s investors From October 2006 to November 2008 (2 years 2 months) Senior Business Analyst @ • Implemented Floating Strike Options for a proprietary Energy-Trading/Risk Management application
• Project Management of quarterly Scrum sprints to prioritize and share development across multiple clients
• Business Analysis & Project Management of new features requested by the firm’s clients From 2006 to 2006 (less than a year) Consultant @ • Built an SQL/Crystal Performance Management & Attribution System to support Hedge Fund Clients’ reporting across Equities, Debt, Equity Derivatives, and Credit Derivatives
• Responsible for Project Management of 9-person project team From 2005 to 2005 (less than a year) Forensic Accounting DBA @ • Conducted SQL-based data mining of 4 years of NYSE SOD and CAUD trading data to isolate all examples of questionable 'inter-positioning' by traders under SEC investigation
• Established an ODBC-linked Excel reporting platform to facilitate end-user querying of irregular trade data From 2004 to 2004 (less than a year) Financial Database Consultant @ • Built an SQL/Crystal Portfolio Management Application used to produce financial statements for the $1.3B Clarion Lion Properties Fund
• Replaced multi-user manual data gathering with a web-based portal to facilitate collection of cash flow, balance sheet, and valuation forecast data for all properties within a $1B REIT From 2004 to 2004 (less than a year) Programmer @ • Documented the legacy AP/CashRec system for all Bloomberg, LP expenses and managed proprietary SQL-based CashRec for 2 years
• Led the migration of a 2000-page monthly cost accounting report to an SQL Server 7.0 - Crystal Reports system; coordinated data processing for monthly close and increased 5-member staff productivity by 30%
• Designed and built an SQL/Crystal financial modeling system to analyze operating ratios, determine ROI, and forecast cost drivers across international branches
• Modeled data to analyze and forecast compensation expenses for a $500M payroll, 4000-employee multinational firm From 2001 to 2003 (2 years) Senior Consultant @ ---------------Engagement at General Motors
• Executed 4 web-based Request-for-Proposals (RFPs) to collect engineering and bids from 53 international spare parts vendors
• Managed the transition to vendor-managed engineering/bid specification, reducing in-house processing by 75%
---------------Engagement at Unilever, N.A.
• Carried out UAT, user manuals, & system documentation for an AP measurement and tracking application suite From 2000 to 2000 (less than a year) Box Office Comptroller @ Managed Cash Accounting & Reporting
Trained Box Office Personnel
Business Analyst / Data Architect From 1998 to 2000 (2 years) Scientist @ Designed 3D + time series database of cell division in the mammalian lens
Built Transgenic Mice
Built a Technical Desktop Publishing Practice From 1992 to 2000 (8 years)
M.B.A., Finance @ Heriot-Watt University From 2001 to 2004 MS, Developmental Genetics @ Sackler Institute, New York University From 1995 to 1999 M.S., Biology / Neuroscience @ New York University From 1992 to 1995 B.S., Molecular Biology @ University of Wisconsin-Madison From 1987 to 1990 Nicolet High School From 1983 to 1987 University School MilwaukeeUniversity School MilwaukeeUniversity School MilwaukeeUniversity School of Milwaukee Sanjay Shirke is skilled in: Hedge Accounting, Hedge Funds, SEC reporting, Priority Management, VPM, Business Intelligence, SSIS, Performance Management, Software Project Management, Technical Leadership, Database Administration, Data Mining, Recombinant DNA Technology, Molecular Genetics, Business Process Improvement
Websites:
http://tinyurl.com/Sanjay131011