Usha Patel Email & Phone Number

Waltham, Ma, Us

Boston

Revenue Accrual Workstation 2021-2024• Analyzed complex data model and revenue accrual calculation. Consolidated requirements and end-to-end design and testing for dashboard in TIBCO Spotfire for Revenue Accruals and Trending reports• Validated Revenue Accrual Workstation (RAW) functionality and usability. Created user test plans, coordinated test execution and test resources, Managed issue tracker and resolved the issues before deploying into Production• Modified and updated SQL queries for DMH (Billing Express) Billed and Unbilled views to be published in TIBCO Data Virtualization; strong SQL database experience – querying, data drill down, and data analysis• Created and implemented the Data Quality dashboard in compliance with BCBS 239 and catalogued data definition and data lineage in IGC (Information Governance Catalog)• Documented requirements for (Oracle Analytics Server) OAS data storage to allow users to store large volumes of data in consistent format; established process to allow for history maintenance and access control for audit and governance • Managed a team of 3 QAs for testing and validation of revenue data set- managed the UAT cycle along with issues triaging, analysis and resolutionUK Regulatory Reporting, Automated Recon & Procurement Data flows 2020-2021• Documented user requirements, data flow and mapping, SOPs for an axiom based UK Regulatory Reporting – Balance sheet, Profit & Loss forms implementation• Worked across multiple teams – Controllers, GAO, Business unit to finalize the solution for automating sourcing data from different systems • Coordinated communication with business stakeholders and management to provide UK Regulatory Reporting project status- progress updates, milestones tracking and escalating roadblocks • Worked on closure of high visibility MRA from the Federal Reserve Board partnering with Treasury and Technology teams to strategies operational improvements and close gaps in time avoiding regulatory fines

Boston

Data Management / Governance and Data lineage 2018-2020• Developed and executed comprehensive project plans for BCBS 239 compliance initiatives, considering architectural, strategic, and requirement aspects• Consolidated and completed data lineage for RDR, RWA and CMS by evaluating data pipelines and transformations (23+ upstream data sources) in the ETL process and documenting the end to end data process in the data catalog• Conducted BCBS 239 Gap analysis by surveying various business units- Identified and closed gaps by building operational processes/systemic enhancements working with IT and business teams• Liaised with regulators and internal audit to ensure that BCBS 239 compliance activities are accurately reported through effective communication, project updates and governance councils• Strong experience and comfortability working with complex datasets, understanding of data lineage, and documentation of business attributes captured in various databases including strong Excel skills• Maintained and developed Data Quality Framework built on BI Tools - TIBCO SpotfireImplementation of Interfaces to Oracle 2016-2018• Independently managed the implementation of various interfaces (Commercial Real Estate, Fixed Rate and Municipal Loans, Credit Enhancement and European Leveraged Loans) which cross multiple teams - Finance, Business, Operations and Oracle IT teams • Develop project documentation to include Project Scopes, Project Plans, Meeting Notes and Issue/ Resolution Logs• Worked as a technology-domain expert worked with IT and Business units to implement data migration and process optimization solutions for ICAMS project • Documented user requirements for Automated Daily Reconciliation a data lake based Federal Regulation (SCCL) and successfully implemented from end to end

Boston

• Prepared and analyzed of the quarterly regulatory reports required by FFIEC Regulators (e.g. FRY 14Q and FFIEC 101 reporting etc..)• Supported in analysis of variances for regulatory reports• Assisted in implementation of Moody’s RAY for BASEL FFIEC FRY 101 reports automated submission• Acted as scrum master and report project metrics to management- Managed UAT test plans; triaged and resolved issues through agile methodology• Closely monitor changes in the regulatory environment and worked with IT team to implement in Axiom for the submission of regulatory reports• Prepared and presented IMS Actual/Forecast Budget/Revenue/Expense to Controllers and GAO team

Greater Boston Area

• Expertise in project management using internal methodology, risk analysis, building business & test plan, monitoring and prioritizing issues resolution, training and updates to senior managers.• Assisted in complex projects such as corporate mergers and acquisitions, conversion of systems and various corporate initiatives by planning, documenting and coordinating activities to ensure successful completion of the projects in required time. • Performed Project Manager role for various projects such as purging of account histories, liquidation of funds, setting up transmission for customers, established social codes, Omnibus conversion and proxy voting to shareholders.• Provided financial reporting on daily and monthly basis to the Wells Fargo Business Integration team, IT, Sales Reporting, Dealer Services, Institutional Services and Fund Administration, as well as external business partners.• Wrote SQL queries in MS Access database to generate ad-hoc reports for various business groups and senior management.• Experienced MS SharePoint administrator recognized for development of the Inquiry Tracking database system on MS SharePoint, that allowed users to initiate and track status of the requests and provided trending reports for management.• Partnered with vendors such as Boston Financial Data Services (BFDS) and DST Systems, Inc. in developing end-to-end process to identify research and analyze system enhancements and to create user awareness among business groups within Wells Fargo, DST and BFDS. • Created test plans, performed Quality Assurance and data validation prior to production roll out. • Closely worked with auditors to facilitate audit by providing required reports. • Provided IT support for Operating Security System and data feeds.

Greater Boston Area

• Oversaw day to day operations within the department and ensured timely completion of all functions.• Built strong business relationship with high net-worth customers by servicing their needs and by keeping them appraised of market impact, Evergreen initiatives and products changes.• Processed Money Market fund trades totaling in excess of $1B in net amount, prepared wires and created balance reports.• Supported the portfolio manager teams by providing client estimates, projected trading and real time trading activity numbers.• Coordinated significantly large trade orders with customers and portfolio managers to avoid negative financial impact to the fund.• Closed funds for same day trading at their respective closing times and forwarded the information such as “super sheets” and money movement journals to Control and Custody for money settlement and rate calculation.• Provided ongoing training to teammates and new employees.

Greater Boston Area

• Assisted Manager in hiring decisions and reviewing staff performance levels.• Performed duties of manager in their absence within Reconciliation group.• Distributed, reviewed, and approved work assignments within the Reconciliation group and monitored workload of staff members to ensure timely completion.• Supported transition from a Manual Reconcilement process to an Automated ReconPlus System.• Identified technical training needs, developed training modules and trained the staff.• Ensured internal and external customer’s needs are met to full satisfaction.