Jigar Patel, Cpa Email & Phone Number

Paris, Île-De-France, Fr

Recordkeeping Remediation-Supported a GSIB with their remediation of recordkeeping gaps domestically and globally-Led a team of 16 consultants in support of the strategic execution and delivery of the recordkeeping gaps for the GSIB across 8 core initiatives.Trade Corrections - Wealth Management-Supported a GSIB with their multi-year initiative to develop and release a centralized, self-service Trade Corrections platform for Wealth Management across multiple supported products-Defined and documented business requirements and user stories on prioritized corrections use-cases and operational and user-experience enhancements-Directed discussions with Operations to identify corrections logic and user experience requirements-Collaborated with Product, Business, Operations, Technology and QA/UAT teams to define and deliver requirements through Agile deployment and methodologyMiddle Office - Brokerage Integration-Supported a GSIB client with their foundational integration of a newly acquired brokerage firm that can be expanded to achieve an ultimate Target Operating Model for Mutual Funds-Performed the role of a Product Owner and Business Analyst for the Middle Office supporting the integration efforts including migration of Mutual Funds accounts and positions across vendors and systems-Collaborated with vendors, product, operations, technology and QA/UAT teams to define and deliver Middle Office requirements by employing Agile methodologiesSecurity Master - Modernization, Enhancement and Resiliency-Supported a GSIB client as a Product Owner and Business Analyst around Security Master run the bank, modernization, resilience and enhancement initiatives supporting products around Mutual Funds and UITs-Collaborated with vendors, product, operations, technology and QA/UAT teams to define and deliver requirements by employing Agile methodologies

Paris, Île-De-France, Fr

Security Master - Brokerage Integration, Enhancement and Resiliency-Supported a GSIB client with their foundational integration of a newly acquired brokerage firm that can be expanded to achieve an ultimate Target Operating Model-Assumed the role of a Product Owner and Business Analyst for the Security Master supporting the integration efforts and internal enhancement and resiliency efforts-Collaborated with vendors, product, operations, technology and QA/UAT teams to define and deliver Security Master requirements by employing Agile methodologies

London, Gb

Data and Platform Rationalization and Simplification-Supported a GSIB client to define and document an implementation roadmap and execution plan for 8 strategic initiatives across their consumer banking division-Conducted working sessions with initiative stakeholders to outline capabilities, milestones, funding and resource requirements, risks and dependencies to enable a well-defined and comprehensive roadmap and plan-Directed discussions between technology, business and compliance to affirm alignment of strategic initiatives with each stakeholder’s requirements and needs-Led a team of consultants to ensure client objectives and expectations are satisfied and exceededQFC Resolution Stay Program Development and Enhancement-Assisted a GSIB client in the development of program-wide processes and procedures to meet and maintain compliance requirements outlined in the QFC Resolution Stay regulation-Supported remediation efforts alongside the line of businesses to ensure customers adhere to the regulation in a timely manner to permit QFC transactions-Assisted in enhancing and maturing current state program-wide activities and resources to ensure regulatory compliance can be sustained and is efficient-Supported the transition of program-wide activities to BAU through documentation and communication of processes and procedures

London, Gb

Regulatory Reporting Managed Service-Assisted in the development of a regulatory reporting service to automate SEC filings for a global asset management firm with over $1 trillion AUM.-Performed data validation to ensure the accuracy and completeness of raw financial data.-Developed business logic to transform raw financial data into compliant, transparent and reportable information for the regulatory filings.-Gained extensive knowledge in fund accounting, financial reporting and financial instruments, including but not limited to, derivatives, debt, repurchase agreements, asset-backed securities, etc.IT Risk Assessment-Supported a global financial services firm to identify and assess compliance gaps within its information security controls to ensure compliance with regulatory standards.-Assisted in mapping the firm's control standards to EY's Process, Risk and Controls (PRC) framework to aid in the development of a gap assessment.-Developed a tracker and dashboard to assess and visually analyze the assessment results.-Developed a methodology and framework to risk rank compliance gaps for remediation prioritization.IT Risk Management Enhancement-Supported a global asset management and custodian firm to enhance its current state risk management policies and standards to align with business, regulatory and industry standards.-Reconciled current state control standards and Unified Compliance Framework (UCF) standards to the proposed future state policies and standards to ensure comprehensive coverage.-Drafted future state polices and standards by leveraging mapped standards.

Gb

Human Capital Management System Implementation-Assisted a large health system with the implementation of a human capital management (HCM) system.-Performed data validation and data clean-up to ensure legacy data fed into the new HCM system is correct, consistent and usable.-Worked alongside the project manager to update and develop management reports and metrics to track the project’s progress and status.

Harleysville, Pa, Us

-Collaborated with the owner to develop a platform that controls a Parrot Ar.Drone via a WebSocket-Responsible for the launch and development of the Silva Tech Solutions R&D division and its respective website

Bachelor’S Degree, Business Information Systems And Accounting

High School