Nish Verma

NISH VERMA -/- PMP, CSM, CSPO, Lean Six Sigma Black Belt Digital Strategy & Automation Program Management Operations Process Improvement Organizational Leader, Catalyst, Change Agent, a leader with passion to align the right solutions needed for business growth, revenue generation and client retention. Over 16 years of experience in influencing and enabling global firms to succeed at the intersection of people, process and technology. Core Competencies: Digital Transformation, Process Automation, Customer Experience, Market Insights, Program/Project Management, Agile, Center-of-Excellence (CoE), Cost Reduction, Process Improvement, Resource & Vendor Management SKILL SET ● ● ● Financial Domain – Wealth Management & Private Banking / Capital Markets / HNW & UHNW Lending – Mortgages, Securities-Based Lending (SBL), Commercial Real Estate Finance (CREF) / Cash Management / Mergers & Acquisitions / Compliance Regulations (SEC / FINRA) / Audit Reporting Program / Project Management – PMP / PMBOK / Agile Scrum-Master / Work Breakdown Structure (WBS) / Budgeting & Forecasting / Resource Estimation / Risk Management / Vendor Management (RFP/RFI) / Change Management Tools and Methodologies – RPA (WorkFusion, BluePrism, UiPath), Loans & Lending (Finastra- LoanIQ, NCINO, CLS, DMS, Actimize, DocuSign), BPM (PEGA, Metastorm), CRM (Salesforce), 3rd Party Data Providers (CoreLogic, Experian, Equifax, Transunion), Tableau, AGILE-SCRUM (ALM, VersionOne, JIRA), SDLC, MS Office Suite, DMAIC, KPI, SWOT PROFESSIONAL EXPERIENCE MATCH POINT INNOVATIONS INC. NEW YORK / NEW JERSEY APRIL 2019 – PRESENT Industry: Consulting Services FOUNDER & PRINCIPAL CONSULTANT, FINANCIAL SERVICES Match Point Innovations is a niche digital transformation and intelligent process automation services firm providing quality client advisory and business consulting, coupled with executive management education. Recent POCs with clients have included identification of Process Improvements & Project Management opportunities, and potential RPA & Blockchain use cases. ● ● Organically identify opportunities for additional phases of work through collaboration and conversation with client personnel. Present opportunities to internal leadership. Engage in proposal presentation and business development efforts. Guide formation of automation centers of excellence, employing experience gained through performing the function in industry. Align efforts / roles / responsibilities with client priorities and available resources. CAPGEMINI AMERICA INC. 2019 NEW YORK / NEW JERSEY FEB 2018 – APRIL Industry: Consulting Services DIRECTOR & PRACTICE LEADER, BANKING & CAPITAL MARKETS Engagement Manager & Program/Project Manager for various financial services clients in North America and EU to enable large-scale digital transformations (incl. RPA, Blockchain, Analytics) and provide services for enhanced customer experience capabilities, automation solutions, customer & market insights, and process improvement. Some client specific initiatives: An innovative end-to-end Securities-Based Lending (SBL) platform that connects lenders seeking high-quality, collateralized loans with borrowers requiring convenient access to credit; A Blockchain-based solution to streamline and enhance Payments/Sweeps business; established RPA Center-of-Excellence (CoE), orchestration of RPA tool, and implementation of 10+ use cases for Wealth Management & Retail Banking operations ● 1 Financial and Human Capital Management: Analyzed P&L for the practice; produced and analyzed forecasts and metrics; ● ● oversaw on-site and offshore recruiting and approval process; coordinated deployment of functions to low-cost locations. Facilitated numerous sessions to define the solution approaches, constraints, risks and issues to provide analysis and specifications of system changes, in coordination with cross functional teams; Participated in responding to client RFP/RFIs Executed and maintained program management processes (Agile-Scrum, SDLC) and disciplines in the areas of: program schedule and quality management; communications management; resource management; cost management; procurement management; risk / issue management; change management. MORGAN STANLEY 2018 NEW YORK JUNE 2011 – FEB Industry: Financial Services VICE PRESIDENT, WEALTH MANAGEMENT Provided strategic counseling and tactical support in product and program management (SDLC) for various Wealth Management & Private Banking initiatives by partnering with business stakeholders and the COO for initiating and implementing $20M+ annual ‘change the bank’ and ‘run the bank’ programs supporting various Digital Transformations & Change Management within Securities-Based Lending, Interest Rate Management, Commercial Real Estate Finance, Private Banking Sales, Digital Mortgages and enabling Next Best Action. ● ● ● ● Responsible for identifying and quantifying major process improvement opportunities for digital transformation (RPA, Automation, AI) to drive top line growth in Morgan Stanley's WM business, and driving projects to execute that enabled the products to deliver a 20% YoY growth in revenue, client retention and new market penetration Led a team of analysts to conduct market research including qualitative (one-on-one interviews & focus groups), quantitative (surveys) and engaging 3rd party research firms for WM projects for better customer experience Recommended and managed portfolio of projects to achieve fiscal goals while creating foundational, reusable services and components across the enterprise, such as dashboards & metrics to measure productivity, growth & revenue generation. Prepared project proposals, budget forecasts & Project health for COO, steering committee and the executive management; Ensured all efforts are aligned to deliverable-driven milestone events; Managed vendor resources & participated in RFP/RFIs. STANDARD & POOR’S 2011 NEW YORK APRIL 2010 – MAY Industry: Credit Rating Agency SR. PROGRAM MANAGER / PROCESS IMPROVEMENT LEAD (CONSULTANT) Overlooked and managed OPS PMO projects housed in Lean Six Sigma domain (DMAIC) from business process improvement point of view, including global compliance and quality checks across structured finance and corporate ratings, as well as public disclosures on S&P portal as required by Regulatory authorities in US (Dodd-Frank Bill), EU, Japan, Hong Kong, etc. ● ● Defined and maintained Business Value Realization (BVR) plans describing how project success is defined and will be measured including ROI justification and program budgeting. Led a team of 20+ analysts, process modelers and technical architects for developing new and revised procedures and product designs, including the user interface aspect and rules-based analysis (Agile/Scrum). CITIBANK 2010 NEW YORK DEC 2009 – MARCH Industry: Banking SR. PROGRAM MANAGER / PROCESS IMPROVEMENT LEAD (CONSULTANT) Led and managed a project at Global Transaction Services Group (GTS) to develop a Global Accounts Receivable Matching Service (ARMS) for efficiency and revenue growth. The product included a multi-currency, multi-language, multi-geography, multi-channel, multi-mode, multi-bank service that consists of client receivable data capture, receivable payment capture, receivables payment consolidation, payment record enrichment, and reporting solution. 2 ● Partnered with global product managers and business teams in Global Transaction Service Group (GTS) to identify value added solutions for receivables matching service for customers at par with competitors to capture business vision that supports multi-channels like lockbox, ACH, Wires, Checks, DDA, etc. TD BANK 2009 NEW JERSEY JAN 2009 – DEC Industry: Banking SR. PROJECT MANAGER (CONSULTANT) Oversaw a multi-million dollar Financial Advisory Integration program for TD Wealth Management Services Inc. (TDWMSI), following consolidation of Banknorth Investment Group (BIG) and Commerce Capital Markets Inc. (CCMI); Enhanced the Trade Supervision models for detailed view of all trades being conducted (eCommerce), Data Aggregation for holistic view of client holdings (On/Off Book), managing and tracking of Securities Registrations and Insurance Licenses by Compliance, as well as digital archiving and journaling for email surveillance per FINRA guidelines. ● ● Maintained continuous alignment of program scope with strategic business objectives & change management, and made recommendations to modify the program to enhance effectiveness following the mergers. Vendor Management – Involved extensively in selecting of Vendors for TD Wealth applications such as SunGard Protegent, RegEd Xchange, FetterLogic, etc, including supplier negotiations and contract management and SOWs. CREDIT SUISSE 2009 NEW YORK JAN 2008 – JAN Industry: Financial Services SR. PROJECT MANAGER (CONSULTANT) Coordinated a multi-million dollar strategic and business enhancement program for CS Private Banking USA’s online portal for external clients (ClientView) to manage and monitor their assets, including re-designing of Client's portfolio section, and adding more asset details and online eCommerce provisions. Other initiatives included Consolidated Client Reporting (CCR) - an aggregated view of the Client Reporting Groups (Households) for client holdings & performance. ● Fostered customer loyalty by ensuring that customers fully utilized the value of implemented solutions and services, hence driving up Client Satisfaction by 25% within 2 months of the new application going live. JPMORGAN CHASE 2007 NEW JERSEY / NEW YORK SEPT 2005 – DEC Industry: Banking PROJECT LEAD (CONSULTANT) Key Business Projects across Corporate Finance and Global Credit Risk Management Operations (GCRMO) divisions included Client reporting and Market Data analysis for client portfolios, cash equities and trading workflows; following mergers with Bank One and of the retail banking operations with Bank of New York (BNY) ● ● Conducted Research work on Credit Risk Assessments and Various Market Risks that was presented to Sr. Management to aid them in laying down a portfolio of projects. Led a team of Business Analysts involved in gathering requirements from internal Clients of JPMorgan Chase, In-house Technical Department, Quantitative Analysts, and Portfolio Managers. BUNGE GLOBAL MARKETS NEW YORK JAN 2005 – SEPT 2005 Industry: Commodity Trading PROJECT LEAD (CONSULTANT) Key Projects included streamlining trading of commodities using Market Data System (MDS) as a global data provider in market prices, futures & options feed and FX rates, as well as enhancing eCommerce operations across its global divisions 3 ● Led a global project to eliminate foreign currency risk; optimize & streamline inter-company sales/purchase transaction settlements, and enhance their Commodities Trading System. PAST EXPERIENCES SOUTH CAROLINA / NEW JERSEY JAN 2003 – DEC 2004 Industry: Customer Care, Educational Institution, Banking & Financial Services INTERNSHIP / BUSINESS ANALYST / TEAM LEAD Internships and Projects in Customer Care (Call Center), Educational Institution (CCU) and Financial Institutions (BNP Paribas & Lehman Brothers) performing business analysis while serving as a liaison business end-users and technology; gathered requirements per project methodologies, participated in design walkthroughs, coordinated testing with business users. EDUCATION & INDUSTRY AFFILIATIONS ● ● ● ● ● ● ● ● 4 Penn State University, Lean Six Sigma Black Belt Certification Cornell, Executive Leadership Development Program PMI, Certified Project Manager (PMP) Scrum Alliance, Certified Scrum Master (CSM) Scrum Alliance, Certified Scrum Product Owner (CSPO) Member of Project Management Institute (PMI) and Scrum Alliance Coastal Carolina University, Bachelors in Information Systems University of South Carolina, MIS