Sandeep Pillai

Steered cross-functional teams to deliver 2 high-priority investment banking projects within 40 days, driving USD 500K in revenue through effective Waterfall Project Management and Delivery Management. Streamlined reporting workflows using ServiceNow, cutting reporting time by 15% and enhancing Process Optimization for faster decision-making. Collaborated with global investment banking leaders and cross-geography stakeholders to ensure alignment with strategic goals and strengthen Stakeholder Management. Systematized project plans, timelines, and budgets, ensuring compliance and mitigating risks with a focus on Project Planning and Risk Management. Executed risk mitigation strategies in a Waterfall environment, swiftly resolving issues to maintain timelines and uphold quality. Preceded regular status meetings with internal teams and external partners, using Project Governance documents for Project Coordination and tracking progress against milestones. Delivered project status presentations to senior management, enhancing Project Estimation and ensuring transparency in progress updates. Established service standards and guidelines as benchmarks for Process Improvement, contributing towards weekly/monthly MIS reports to drive productivity and compliance. Oversaw multiple concurrent projects, managing competing deadlines with effective Resource Allocation and Project Coordination to ensure timely delivery. Monitored team performance and system functionality, resolving issues promptly through Team Management to ensure project goals and efficiency were met.

Piloted Business Analysis and Project Management in BFSI, Capital Markets, and Investment Banking operations, driving effective project scope definition and planning in a multi-vendor environment. Mapped As-Is and To-Be processes using ARIS and MS Visio, aligning stakeholder requirements with operational processes through detailed Process Optimization and Requirements Analysis. Managed Agile project delivery through Sprint Planning, daily standups, and backlog management, ensuring alignment with business goals and smooth project execution. Orchestrated Business Requirements Gathering and Change Management, preparing essential documents (BRD/FRD) and delivering Process Improvement recommendations for increased efficiency. Collaborated with cross-functional teams for successful System Integration Testing (SIT) and User Acceptance Testing (UAT), prioritizing initiatives to meet business needs and managing resources effectively. Translated stakeholder requirements into actionable deliverables, ensuring alignment with Agile Methodology for seamless Project Coordination.

Aligned business requirements with functional and operational needs, ensuring accuracy in Trade Confirmation and ISDA compliance while maintaining clear communication across teams. Liaised with internal teams and counterparties to resolve exceptions, ensuring smooth Stakeholder Management and timely issue resolution in Trade Confirmation processes. Audited trade bookings and led efforts to improve accuracy, implementing Process Improvement initiatives that reduced error rates and enhanced overall team performance. Allocated and tracked daily workflow tasks, optimizing Resource Allocation and conducting daily rework discussions to ensure team efficiency and timely delivery of tasks. Coordinated client communications, preparing daily and monthly reports and managing client calls, enhancing Stakeholder Management and ensuring client satisfaction through effective collaboration.

Controlled daily and monthly cash reconciliations for multiple portfolios, ensuring accuracy between custodians and investment managers using TLM and PLM for timely delivery of reconciliations and minimized discrepancies. Supervised team performance by conducting quality checks on reconciliation tasks, resolving queries, and ensuring SLA adherence, ultimately driving improved operational efficiency and reduced errors. Cooperated with custodians and portfolio managers to resolve trade exceptions, ensuring accurate data flow for investment decision-making and strengthening client relationships by delivering high-quality reconciliations.