Finance and wealth companies are looking for partnerships that inspire trust. This is what I do: pinpoint and resolve the missing processes and efficiencies that increase client confidence and business. As a Implementation Program Manager at Addepar I am responsible to Implement complex Addepar solutions for enterprise and strategic clients fostering collaboration and delivering exceptional results Previously, I was a Program Manager and Senior Business Analyst at the financial wellness company Envestnet, I was responsible for $2MM in revenue annually, optimizing business strategies for 600+ clients, and driving the delivery of SOWs with 8-24 week deadlines. For a long-term, 2-year complex project, I led the integration and update of two Tier 1 clients when one was acquired by the other. Through my leadership, the team consistently receives 5-star customer satisfaction ratings. I was a Senior Business Analyst on the Virtual Channels team at Wells Fargo, where I implemented enhanced authentication for various online banking and mobile modules. I led and facilitated gathering, working, and JAD sessions. At Charles Schwab, I was a Senior Business Analyst on the Money Market Fund Reform team. I updated SEC regulation implementation for Liquidity Fees and Redemption Gates, Retail Eligibility, and Remediation. Collaborating with all Business units, I defined business rules, gathered requirements, coordinated development, and conducted UAT testing, ensuring that applications successfully met the October 2016 reform deadline. My expertise includes: · Business Process Modeling & Optimization· Change Management· Gap & Impact Analysis· Project Management· Technical & Business Writing· Testing Methodologies· Client Management· Agile· Scrum· Jira· Confluence· Smartsheet· MS Project· MS Visio· UML· iGrafx· Blueprint· Rational RequisitePro & Clear Quest· SQL· SnagIt· SharePointI have extensive knowledge of implementing Fintech solutions including Personal Finance management solutions and Wealth management platform. I work tirelessly to hear and meet the requirements and deadlines of clients. Reach out to discuss how my approach to developing tailored solutions for leaders in finance could strengthen your current partnerships, attract new clients, and grow your bottom line. 💻 mhbindu@gmail.com📞 408-306-5414