Yogesh Pingale Email & Phone Number

Pune, Maharashtra, India

Citi bank - CAMP- Client Analytics & Metrics Platform (private banking and consumer wealth⇨ As BA and project manager for CAMP Team, Work collaboratively with business team to understand the requirements and articulate them within the business and data requirements and create the Jira stories. For private and consumer wealth team.⇨ Source and Maintain the data for client, position , trade, banker level etc.⇨ Perform data analysis from different sources and prepare and maintain data dictionary, data lineage, data lake of Big data (hive , impala)⇨ Engage with Tableau team, dev team and stakeholders to prepare and deliver the reports and dashboard views as per requirements for private banking team and wealth management.⇨ Prepare sprint and delivery within 8 weeks of cycle, managing scrum board and product backlog project release.⇨ Check data linage for the attributes, Perform data validation and create data dictionary for new attributes. ⇨ Data Analysis and fixing data quality issues, Monitor gaps/defects identified and work technology counterparts to track progress and ensure resolution.

Pune, Maharashtra, India

⇨ As a part of Risk and reporting Aqua Team , Work collaboratively with country finance, Treasury, product control team to understand the liquidity and regulatory data requirements and articulate them within the business and development team with documentation.⇨ Prepare data dictionary, data lineage , data lake and maintain data quality.⇨ Engage with Qlikview team, dev team and stakeholders to prepare and deliver the reports and dashboard views as per requirements for liquidity of S-Note products.⇨ Perform the UAT testing for reports and monitor Qlikview/Qliksense dashboards view.⇨ Analysis and fixing of data quality issues Monitor nay gaps/defects identified and work technology counterparts to track progress and ensure resolution. ⇨ Create the JIRA , product backlog, dash board and manage the delivery with treasury onshore. Prepare project release plan and deliver the changes.⇨ Successfully handled Migration of server and reports along with testing.

Pune, Maharashtra, India

⇨ Working as a Business Analyst and Project Management in the Global Change service Delivery Team for Exchange traded derivatives products and systems(FICD, Clearvision, focus, GMI, Intellimatch etc.)⇨ Work independently with different business stakeholders (CS, Barclays, BOFA, Nomura,)for estimates , requirements gathering and elicitation of requirements.⇨ Prepare participate in gap and impact analysis workshops with upstream and downstream application owners.⇨ Lead the cross functional Projects, apportioning work task, tracking progress and ensuring the highest quality deliverables are achieved.⇨ Requirements documents and convey the requirement to IT and OPS teams , prepare road map, and get the project deliverable within time limit. ⇨ Converting the business requirements into system requirements by collaborating with the development team.⇨ Collaborate with developers, subject matter experts and stakeholders to establish the technical vision and analyze tradeoffs between usability and performance needs.⇨ Project management for Mandatory book of works for ETD indices.

Pune, Maharashtra, India

⇨ Worked as a Business Analyst in the Enterprise Date Delivery – Client Operations Technology program at HSBC for Investment static Data (ISD) application which is the Global source for client data and SSI and all regulatory requirements.⇨ Responsible for strategic, BAU and regulatory changes to the Client Account Management system which houses Client, Instrument, Settlement instructions and Legal Entity data and feeds to 50+ downstream systems via MQ/XML or flat file.⇨ Currently part of multiple change programs, thus ensuring data compliance requirements are met and implemented⇨ Liaise with the business stakeholders for gathering and elicitation of requirements ⇨ Converting the business requirements into system requirements by collaborating with the development team.⇨ Conduct and participate in gap and impact analysis workshops with upstream and downstream application owners.⇨ Creation of User stories and functional specification documents to capture the IT and data requirements pertaining to UI, database, XML message, MQ, Control-M job changes⇨ Liaise and work alongside the project manager for cost estimates, timelines, implementation planning and documentation ⇨ Manage the product backlog along with the product owner by refining and prioritizing the requirements on a weekly basis.⇨ Responsible for managing JIRA items and confluence pages from inception to closure.⇨ Actively contribute in production support activities by taking ownership of functional service requests and providing resolution to the end users.

Bengaluru, Karnataka, India

Projects- Calypso version 8 and version 12 Job Profile:-⇨ As a BA, part of migration team of Calypso back office version 8 to Version 12 for OTC products for north America region.⇨ Testing performed for Swap, Cross currency swaps, IRS, FRA, Swaptions , Basic swaps, plain vanilla swaps , Overnight index swaps, Mark to market, CDS,CDO, CMBX, ABS, ABX,CDS, TIW settlement reconciliation, Non TIW settlement, ICE clear reconciliation, Structured products (TRS), MTM.⇨ Tested Different swift massages , SDI, payment massages, organization data, accounts and market data, Trade capture and life cycles, Filters, transfer, events, workflow. Reports, schedule task. Reset engines.⇨ part of multiple change programs, thus ensuring data compliance requirements are met and implemented.⇨ Compared data with version 8 and 12 with booking systems ⇨ Check historical postings , massages, transfers for rate reset engines run, or trade engines.⇨ Conduct and participate in gap and impact analysis workshops with upstream and downstream application owners

Pune, Maharashtra, India

⇨ As a part of "Credit Suisse" CRO RAFDAR change team for worked on enhancing manual trade/position level reconciliation of finance and risk, from existing process into auto reconciliation with the help of reconciliation system (Intellimatch) to provide more granularity on finance and risk control.⇨ Involved in various phases of SDLC & requirement Gathering, BRD & FRD documentation.⇨ Preliminary Data analysis to identify possible outcomes & provide insights to stakeholder.⇨ Assisting with business case, Planning and monitoring, Eliciting & organizing requirement⇨ Translating & simplifying requirements, Requirement management & communication.⇨ Requirement analysis, Identifying Business Metrics & defining target values to be achieved through intelligent automation platform.⇨ Test & validate the output/platform/solution to ensure it meets the requirements.⇨ Provide stakeholders with status reports, business benefits on initiatives and roadmap aligned to broad project plan ⇨ Review requirements, specifications and other deliverable for test-ability and to assist scoping testing effort.⇨ Creating UAT environment & Providing Test Scenarios & Performing UAT Testing.

Pune, Maharashtra, India

⇨ Worked in “UBS -IB Ops – OTC Derivatives Settlement” for credit , IRD ,derivatives settlement and FI derivatives settlement .⇨ As a part of settlement team, working on pre and post side for TIW settlement reconciliation, Non TIW settlement, ICE clear reconciliation and settlement .⇨ expertise for products Cross currency swaps, IRS, FRA, Swaptions , Basic swaps, plain vanilla swaps , Overnight index swaps, Mark to market, CDS,CDO, CMBX, ABS, ABX,CDS, TIW settlement reconciliation, Non TIW settlement, ICE clear reconciliation, Structured products (TRS), MTM.⇨ Expertise on all Types of inbound or outbound swift messages.⇨ For post side reconciliation done on TLM reconciliation system to resolve the breaks.⇨ Reconciliation and Settlement of SPV with custodian, TRS client reconciliation settlement.⇨ Liaise with AVI, product control team to resolve p & L breaks.⇨ Finding breaks ahead of settlement date & Resolving discrepancies by confirming with counterparties.⇨ SSI updating, manual payments, Key link transfer, Journal postings to resolve the discrepancy on different breaks.⇨ Handled CMBX, ABS, CDS roll, sending Notices to client and timely settlement.⇨ MIS Reports preparation of daily, Weekly monthly and quarterly Rolls. ⇨ VBA excel macros implementation for reporting and reconcilaiation.

Pune, Maharashtra, India

⇨ Worked for “IB Ops – OTC Derivatives Settlement for Credit Suisse” as a Financial Analyst under the “Capital Market” vertical.⇨ Handling LCH (London clearing House), Pre/post settlement of rates products.⇨ Successfully completed transition of the process to onshore (Poland) single handed in one month time span, provided support after transition.⇨ Finding breaks ahead of settlement date & Resolving discrepancies with LCH & if needed confirming with counterparties.⇨ Understanding of SWIFT messages.⇨ Performing call back procedure to set up counterparties SSI (Standard Settlement Instructions) at our end.⇨ VBA excel macros implementation for reporting and reconcilaiation.

Pune, Maharashtra, India

⇨ Finalization & follow up of Service tax & Sales Tax returns, rebate.⇨ Submission of Monthly Returns (e-Filling) (ER-2, Annexure-19).⇨ Accessing of excise duty, customs Duty and Foreign Currencies conversion on daily basis. Preparation of Cenvat Credit, QPR & APR.⇨ Engaged with all activities regarding Import & Export on a regular basis and resolving queries until the delivery of consignment/shipment.⇨ Reporting to Head office on daily, Weekly & monthly report of Import & Export.