Jainee Patel Email & Phone Number

California, United States

- Maintain and enhance platform integrations with providers and sponsors to enable business growth. - Work with design, content, and user research teams to discover the needs of our users, and build tools to support smooth payments processing.- Translate user needs into product requirements and maintain a product roadmap- Create detailed user stories and manage deliverables in an agile environment- Shepherd products through stakeholder reviews, including legal, compliance, and investment management - Apply rigorous data analytics to continuously improve the customer experience and drive better business results- Represent EFE externally on projects with key partner engagement

California, United States

- Lead business analyst responsible for onboarding financial data for securities and derivatives into eONE, onboarding products such as repos, investments, borrowings, time-deposits, swaps, forwards and options- Aligned balances, at the instrument level, to the OFSAA model, working with Oracle to confirm accurate lineage to populate downstream regulatory reports- Ensuring all financials tie to the General Ledger- Worked closely with technology to facilitate accurate end-to-end lineage for the DEX application with focus on inputting business metadata into the ab initio metadata hub tool- Have implemented controls for SORs sending data into RDL and eONE staging tables- Worked with the governance and compliance team to identify, facilitate, and check appropriate controls throughout the eONE environment to meeting compliance- Have designed, analyzed, and implemented custom solutions for concerns that do not fit the existing OFSAA model such as GL ANODE based solutions for identifying product- As a product owner, I have lead a team in the redesign and architecture updates to eONE functionality including balance summary tables

San Francisco Bay Area

Enterprise Capital Management - Business Analysis and Strategy• Analyzed and implemented changes to Cash Securities, Equities, and Traded Products roadmaps supporting the Economic Capital and Basel I, II, III Regulatory Capital• Took complete ownership for multiple calculator builds in Netezza platforms. Lead the effort for implementing the following Traded Products calculators: Supplementary Leverage Ratio calculator, Credit Valuation Adjustment calculator, and Standardized Approach to Counterparty Credit Risk calculator• Worked with the user, development, and testing teams to deliver strategic goals: moving the calculators from Teradata to Netezza platforms• Collaborated with business partners to determine future state, and manage and facilitate change to systems and processes• Fulfilled ECM data requests; ensured quality, performance, and validation of data provided by external consumers for all workstreams• Identified and resolved data defects though monitoring of technical and user testing• Identified process improvements for delivery of features, enhancements, and changes upstream of the application• Identified, managed, and controlled risks: Identified and escalated issues and concerns promptly; resolved issues in a timely manner. Fostered debate of risks and strove for outcomes that supported the long-term interests of the company and its stakeholders

Charlotte, Nc

Enterprise Capital Management - Controls and Sustainability• Identified, analyzed, and documented end to end data element sources and use for enterprise capital calculators and capital reporting• Implemented technical and data quality controls for all end-to-end Capital Management reporting, including Basel II and Basel III• Participated in audit and regulatory engagement for Capital Management Technology• Supported and drove the maintenance of end-to-end documentation• Implemented and governed data quality validations, metadata documentation, and data lineage requirements in support of modeling and capital calculations

Charlotte, North Carolina Area

• Built an entire supply chain with a new third-party company and conducted customer compliance analysis• Created macros to eliminate time-consuming tasks o Task: Reduce time spent scheduling distribution drivers o Final State: Automated scheduling with a VBA-based program which reduced a 2-day task to 2-hours

• Worked on various projects including time studies, work design projects, cost justification projects, and the BoschProduction System under the mentorship of a full-time industrial engineer• Cost justification project to create a new layout of the plant o Task: Determine the most efficient layout of the plant to eliminate non-value added movement of product o Final State: By moving one assembly line, the plant was able to eliminate $600,000 worth of non-value added movement• Rebalanced assembly lines to eliminate excessive movements to save time o Task: Increase lead time of product assembly o Final State: Lead time of product assembly increased by 68%