Anuj Bansal Email and Phone Number
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My career has spanned over 10 years with specialized experience in the financial technology industry. I am currently working as a Senior Project Manager at Q2, where I manage multiple projects simultaneously and lead them to completion. I work closely with teams located globally and deliver our cloud based solution for the financial and technology institutions. I am always eager to learn new technologies and stay abreast with the latest industry developments.Prior to this, I worked as a Professional Services Consultant for FIS, directly consulting hedge funds and investment banks for the implementation of a proprietary portfolio-keeping risk management tool (Front Arena Program). I directly work with clients and cross-functional teams, including sales, infrastructure, engineering, professional services and support, from inception to post-launch.Some of my skills include:✔ Client and stakeholder relationship management, including translating issues in non-technical terms✔ Project and program management, leading multiple projects under tight deadlines✔ Requirements and scope analysis, translating to solution design with estimates and acceptance criteria✔ Product and process gap analysis, influencing priorities of cross-functional roadmaps✔ Proficient in project tracking tools like JIRA, Smartsheet, MS Project, Confluence and MS Office.✔ Readily adapt to new technologies; exposure to Salesforce and AWS.Simultaneous to growing in my role and responsibilities, I obtained a Master’s degree in Quantitative Finance from Rutgers Business School. Though I am passionate about financial technology, I also enjoy playing poker. Outside the office, I enjoy moon photography and wildlife photography. If you’re interested in my experience, want to network or think I would be a good fit for your company - feel free to reach out to me at anuj.bansalk@gmail.com.
Q2
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Senior Project ManagerQ2 Jun 2021 - PresentAustin, Tx, UsManage multiple projects simultaneously to deliver Q2's Cloud Lending solutions based on the Salesforce platform.• Lead projects with different product lines including Consumer, Commercial, Small Business, Treasury Onboarding and Business Account Opening.• Engage with cross functional teams located globally, with core development team located in APAC.• Adopt Agile methodology across all projects to improve efficiency.• Create project artifacts including detailed project plan, go-live plan, test plan, Steer Co presentations, scope change requests and other documents as required.• Utilize PM tools to maximize project outlook such as MS Project Plan, Jira, Lucid Chart, MS Office.• Quickly grasping new technologies like Salesforce and becoming proficient in product knowledge across all offerings. -
Professional Services ConsultantFis Jan 2014 - Jul 2020Jacksonville, Fl, UsFIS™ is a global leader in financial services technology, with a focus on asset and wealth management, retail and institutional banking, risk & compliance, payments, consulting and outsourcing solutions.I worked on over 15 implementation projects that generated significant revenue for the firm. I led the design and implementation for data migration, third-party integrations, and setup of complex financial instruments alongside their valuation models. Some of my responsibilities included:• Manage up to 4 projects simultaneously from inception to launch to post go-live, including change request process• Partner with sales, infrastructure, engineering, professional services, and support teams globally• Work with customers in the delivery of new implementations and in upgrading current implementations, including configuring, customizing, and optimizing financial software to ensure customer satisfaction• Serve as liaison between end-users and consultants engaging in direct dialog with customer to gather and understand their requirements• Take the requirements and translate them into a proposed solution to implement in Front Arena, designing for reusability for other customers, performance, etc.• Customize models using proprietary language (ADFL) and Python depending on the Client’s needs• Edit and update trade data queries using in-build ASQL language (based on SQL)• Apply problem-solving approach for fixing on-going project implementation errors- like PnL Discrepancy, Valuation Error, Volatility Difference, etc.• Present in-depth Product Demo (Front Arena) to existing and prospective Clients• Train Clients On-site/Off-site about Product and teach them how to set up complex financial instruments• Sprint planning and review with the team to improve overall performance and increase efficiency• Mentor new joiners and interns about Product and its key features• Assist support team in critical issues for live projects which need immediate fixes -
AssociateOccam'S Paradigm Inc. Sep 2013 - Jan 2014Sarasota, Florida, UsOccams Advisory is the premier, full-service advisory firm for small business clients and supporting clients through the entire business lifecycle. • Worked alongside CEO in small financial consulting firm, developing business pitches and financial for investors to help support startup companies with funding aspirations• Conducted in-depth market research and prepared comparative market analysis on present and future trends• Supported strategic initiatives relating to business development for new and existing clients (Restaurant and pharmaceutical domain)• Created a repeatable strategic approach to new business pitches for sustained growth and profitability -
AnalystViteos Mar 2013 - Aug 2013Somerset, Nj, UsViteos Fund Services is a Fund administration and management company offering technology solutions as well as middle office outsourcing solutions to meet the clients' capital market trading needs.• Worked on SunGard’sFront Arena product, providing support and expertise when addressing specific client needs• Performed in-depth review and examinations for risk, P&L and select measures requested by individual clients• Executed stress test analysis and identified specific changes in dollar value for portfolios that helped clients manage their risk tolerance more effectively• Constructed charts and examined trade trends for various time slots to better understand investing opportunities• Worked extensively with swaps, options, bonds and other fixed income securities; performed trading operations -
Master Of Quantitative FinanceRutgers Business School Aug 2011 - Jan 2013Newark, Nj, Us• Led a team of 7 to evaluate JC Penney, Macy’s & Target for 12 quarters of data - Computed financial ratios and discounted cash flow to find the estimated stock price• Collaborated with a group of 6 to perform case studies - Performed Pro-Forma, SWOT & Porter analysis to analyze competition and future growth - Implemented Altman Z-score model to perform bankruptcy check• Conducted risk analysis of Google, Yahoo, Nokia & Apple for 2 years daily returns - Calculated risk measures like Value at Risk (VaR), liquidity, systematic and idiosyncratic risk• Built a financial model for Wal-Mart using 10Q and 10K in Excel comprising of IS, BS and CF Statements• Analyzed historical stock data of last 10 years to generate models and forecast trends of various financial time series• Worked on a Moody’s research project to improve estimation of recovery rate for rating agencies: - Conducted an extensive study of various market variables and analysis of their effects on recovery rate. - Critiqued relevant research papers to identify the opportunities for further study. - Prepared a research proposal based on the few key variables that are most critical for the estimation. -
Equity Analyst InternLaifer Capital May 2012 - Oct 2012• Investigated and analyzed market movements and trends for privately-owned hedge fund sponsor and investor• Compiled and organized historical data, predicted trends and volatility of stocks to make the final buy/sell trade• Conducted independent research and financial analysis of existing and potential investments• Applied trading comps, financial time series analysis and chart analysis to evaluate equity; computed valuation multiples with competitors and assessed current performance of companies in the portfolio
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Financial AnalystVaishali Steels Private Limited Aug 2010 - Jul 2011• Analyzed Financials Statements and extracted relevant information• Interpreted data for determining past financial performance• Examined cash in-flows and out-flows• Compiled findings for forecast and result analysis for management• Developed and implemented monthly action plans
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InternThermax India Limited Jan 2010 - Jun 2010In, In• Analyzed throughput time and cycle time for boilers• Prepared charts for IED activities in excel• Calculated salary cost of workers according to man hours• Calculated and minimized rework time• Met with clients and analyzed their demand -
InternKsb Pumps Limited Jul 2007 - Dec 2007Frankenthal, Rheinland-Pfalz, De• Studied and examined different machines like Computer Numerical Control, Milling, Grinding etc. on a regular basis in order to avoid accidents and functional delay in the process• Inspected all the departments from incoming to dispatch for finding out any hindrance in the process thus maximizing production capacity
Anuj Bansal Skills
Anuj Bansal Education Details
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Rutgers Business SchoolQuantitative Finance -
Savitribai Phule Pune UniversityMechanical Engineering
Frequently Asked Questions about Anuj Bansal
What company does Anuj Bansal work for?
Anuj Bansal works for Q2
What is Anuj Bansal's role at the current company?
Anuj Bansal's current role is PMP certified Project Manager with expertise in implementation, consulting and client relationships.
What is Anuj Bansal's email address?
Anuj Bansal's email address is an****@****ard.com
What schools did Anuj Bansal attend?
Anuj Bansal attended Rutgers Business School, Savitribai Phule Pune University.
What are some of Anuj Bansal's interests?
Anuj Bansal has interest in Children, Civil Rights And Social Action, Environment, Education, Photography, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Texas Hold'em Poker.
What skills is Anuj Bansal known for?
Anuj Bansal has skills like Financial Modeling, Equities, Bloomberg, Fixed Income, Financial Analysis, Valuation, Options, Analysis, R, Quantitative Finance, Time Series Analysis, Derivatives.
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