Candidates About

Stuti Anand

Project Manager with over 12 years of experience in Financial Services and Insurance industry; ranging from Risk Compliance, CRS, AML, Wealth Management, Individual & Group Life, Retirement Solutions and e-commerce. Successful and diverse background in managerial and technical areas with expertise in program and project management, project planning, strategic planning, requirements management, system analysis, quality assurance, data analysis, identifying technical solutions and risk management.

Currently on maternity break.

MetLife                                                                                                                                                                                           Jul 2016 – Nov 2017

Consultant Project Manager/Business Analyst – Global Compliance

·         Project Manager in the Home Office Global Compliance team for the implementation of a regulatory Tax project. Project involves – implementation of Common Reporting Standard (CRS) in 47 countries across various continents

·         Primary responsibility included liaising with their Regional PMO teams and ensuring projects are delivered to established milestones, on time and within budget

·         Involved in compliance reporting projects supporting the FATCA & CRS and control initiatives to define measurable KRIs for Anti Bribery & Corruption, AML, Privacy & Fraud reporting metrics for International Compliance using QlikView

·         Managed multiple projects including creation of internal Privacy portal and international Tax portal for use by Regional officers across the globe

·         Created Project proposals, gathered Requirements, maintained project plan, tracked milestones, updated risk and issue log, stakeholder reports; conducted UAT with countries to ensure all the regulatory requirements are being accounted for

·         Provided project management support on end-to-end project planning, risk identification, dependency tracking, issues identification / escalation, and change management on projects

·         Presented weekly project status dashboards for senior management audiences

Morgan Stanley                                                                                                                                                                       May 2014 – June 2016

VP Project Manager/Business Analyst– Wealth Management Operations

·         Project Manager/Business Analyst for the Annuities and Insurance department, with responsibilities for budgeting, resourcing, business requirements, test planning, test execution and project governance

·         Worked in a highly paced dynamic environment on concurrent projects and managed strategic and complex projects ranging from implementation of regulatory mandates, firm wide operational improvement initiatives, enhancement of field/client facing applications, and onboarding new products on sales platform

·         Managed a team that upgraded the Order Entry Platform (Affirm) to incorporate several new work flows, usability enhancements, and new functions for the Target Operating Model Projects as well as delivered new FA sales tools that enabled them to data mine their book of business and effectively manage their assets under management

·         Managed Vendor (iPipeline) relationship for maintenance of the Affirm platform, which included review of change orders, effort estimates, project status and monthly billing reports

·         Liaised with Business, Risk, Legal & compliance to enforce various mandatory enhancements like Reg 60 Amendment with multiple carriers, FINRA audit requirements, and DOL change for the Fiduciary rule

·         Implemented Policy Maintenance Tools, utilizing industry knowledge of sales process, DTCC services, data conformity issues and ACORD data model (PPfA/XML). Example of tools included Policy Detail Page for FAs to view in-depth product details, participant roles, riders/features, values, sub accounts; and Insurance Life Ticketing System to document suitability and supervision for Life Insurance Cases

·         Interfaced with various Carrier (e.g. Nationwide, Prudential, AXA) to define requirements for onboarding their new products like SPIA/DIA, PPVA on the order entry platform, and ensuring they are live with the DTCC POV, COM and FAR service to exchange position information with Morgan Stanley

·         Led an initiative to improve data quality by analyzing large volume of client data reported by carriers and suggested improvements on Client Statements

·         Administered monthly, quarterly and annual budget planning and forecasting efforts to ensure actual spend vs. planned are within expectations and variances are documented and communicated

·         Developed and presented monthly/weekly executive dashboards to project sponsors/stakeholders reflecting programs’ accomplishments, issues/risks, and next steps along with overall status

·         Managed planning and prioritization of various projects in the Insurance and Annuities group, maintained master project calendar, and managed changes to schedule to incorporate mandatory changes related to government regulations Team management (review consultants work etc)

·         Championed Lean process improvement initiative in the department for effective management of work across the portfolio

MetLife                                                                                                                                                                                       Mar 2013 – May 2014

Project Manager/Lead Business Analyst - Individual Life Direct Distribution Strategy

·         Interacted with executive management to outline the vision and scope of the program, and create the program and project charters

·         Facilitated discovery sessions with Business Owners, Lead SMEs and product experts to identify existing pain points and new business needs for the processes

·         Liaised with the Legal & Compliance to manage all regulatory and compliance related requirements including Application and policy ‘state variations’ for the product

·         Created estimates for various project tracks and outlined timelines for delivering Business Specifications and use cases

·         Performed gap analysis to identify differences between existing manual servicing flows and the vendor’s online servicing capabilities

·         Facilitated requirement gathering sessions with users in the customer service and operations group, and performed information analysis for various operational metric reporting needs

·         Defined road map for capturing reporting requirements from an access/excel based reporting environment to a self-service data mart based reporting framework

·         Coordinated vendor interaction with business and other project consultants to understand vendor’s reporting offerings

Cognizant Technology Solutions                                                                                                                                        Sept 2011 – Dec 2012

Senior Consultant – Project Lead, Insurance

Group Benefits Life Eligibility Management/Customer Management for a large Life Insurer

·         Requirements manager for a Managed Services pool of applications servicing client’s Group Benefit division. Facilitated client meetings for gathering business requirements in order to perform Cost Benefit analysis for implementation of new features on the applications

·         Assisted in preparation of Project Plan, SOW, Responsibility Matrix, Detailed Schedule, Resource Allocation, Budget Plan, and project report cards

Customer Portal Redesign for a large Retirement Services Provider

·         Consultant for a strategic initiative to redesign customer portals enabling more self-service for over their participants and partner including Sponsors and TPAs

·         Identified improved reporting and transactional capabilities for sponsor and TPAs for managing their plans over web reducing relationship and account managers overhead by 12-15%

·         Coordinated with the third party UX vendors to identify and define usability enhancements for various portals

Wyndham Hotels Group                                                                                                                                                        Mar 2011- Sept 2011

Lead Business Analyst – Customer Portal Enhancement

·         Interfaced between brand/business teams and development resources to identify, define and document detailed requirements throughout the project lifecycle using Agile methodology

·         Elicited and documented Business and technical requirements associated with Brand.com for various brand of hotels

·         Participated in all the Agile Scrum meetings, Conducted user stories scheduling meeting and ensured it has good business values and story points

·         Designed the product features, functionality, and interfaces based on business requirements and input from cross-functional team.

BNY Mellon                                                                                                                                                                                                   Oct 2010 - Feb 2010

Lead Business Analyst, Asset Servicing - UI Designing for TA and Sub-accounting System

·         Accountable for ensuring user stories to have acceptance criteria, Assisted Product Owner/Product Management in the definition of high-level business requirements (features) and the prioritization of the product backlog

·         Developed Use cases, flowcharts, tables, diagrams, and methods for solving business problems, incorporating infrastructure requirements and interfaces and different financial calculations

·         Responsible for business user review sessions, requirements gathering, UAT test scripts, gap analysis, data consolidation, benchmarks, metrics and attributes for Automated Positions Reporting

Access Group Inc.                                                                                                                                                                     Dec 2009 – Sept 2010

Senior Business Analyst – Online Portal for Loan Management

·         Created solution document for the business sponsors/users in both the Interim solution and Final Solution Phase

·         Gathered Business requirements during inception phase, documented and delivered functional specification documents for Customized processes and Portal Reports, and assisted architecture analysis and design using QTP tools for all three web Interface-Borrower, School and AGI internal user

·         Conducted Requirement gathering sessions with Business SME’s to define scope of the product and then gather requirements for different processes and UI’s

·         Defined a standard product with the help of business users and existing software capabilities, that is flexible to handle client customization where needed and minimize operational impact.

Zed-Axis Technologies Ltd, Business Analyst                                                                                                                           Nov 2007 – June 2008

  Wipro Technologies Ltd, Senior Software Engineer                                                                                                                Apr 2007 – Aug 2007                                

  Cinova Software Solutions, Software Engineer                                                                                                                     June 2005 – Mar 2007

Masters in Business Administration, August 2009

          Chapman Graduate School of Business at Florida International University             

Bachelors in Electronics & Communication Engineering, April 2005

          University of Jammu- Jammu, India