Deepak Pathania

Project Description: This project was initiated to give clients options to Self Initiate Account Opening in multi-countries , submit document for KYC , create new credit application, apply for commercial credit card and raise self-service inquiries using Citi Commercial banking.

Responsibilities:

Project Description: This project was initiated to give clients options to Self Initiate Account Opening in multi-countries , submit document for KYC , create new credit application, apply for commercial credit card and raise self-service inquiries using Citi Commercial banking.

Responsibilities:

• Spearheaded the development and execution of digital strategies to enhance theaccount onboarding and servicing journeys for Citi Commercial Banking
• Work with Global Business/Technology Owners to craft a digital strategy roadmap, consistent with the bank's vision.
• Work closely with cross-functional teams, including developers, testers, business analysts, and UX/UI designers, to deliver high-quality product increments.
• Work closely with Relationship managers and client onboarding team to onboard more then 10,000 clients for commercialization of Self Servicing features.
• Played a pivotal role in large-scale planning related to the execution of the digital strategy as the Agile Product Owner.
• Acted as the primary interface between business, technology, operations, risk, legal, and compliance teams to drive digital solutions.
• Set up governance frameworks for overseeing the digital program, ensuring timely, budget-compliant, and quality execution.
• Managed the full product lifecycle, from ideation through launch and post-launch analysis, ensuring alignment with business goals.
• Maintained an up-to-date and prioritized product backlog using Jira and Confluence, integrated projects into sprints, and gathered feedback for iterative releases.

Project Description : As a Product Owner, I lead and oversee multiple key projects within the Capital Market space, including Brexit Migration, various regulatory projects, and the Broadridge OASYS to CTM migration.

Responsibilities:

• Define scope, objectives, key outcomes for each project/program.
• Collaborate with Legal, Compliance, Security, technology and operations team to deliver the product on timed
• Work closely with cross-functional teams, including developers, testers, business analysts, and UX/UI designers, to deliver high-quality product increments.
• Prioritize and maintain the product backlog, ensuring that the team is working on tasks that maximize value and align with project goals.
• Define user stories and acceptance criteria, and ensure clarity and understanding within the development team.
• Supported tech team in User Acceptance testing
• Establish governance and oversight for each initiative.
• Develop business cases, financials, and Risk Triage; secure approvals following established processes.
• Regularly update stakeholders at all levels on project status and achievements.
• Actively manage and monitor risks and issues, working with teams for identification and resolution.
• Navigate the challenges of working across different time zones and cultural environments to ensure seamless collaboration and communication.
• Lead $2MM to$10MM projects.

Project Descriptipn: Managing regulatory compliance project on new accounting practices i.e., IFRS for Rogers . As part of this project, more than 100+ reports delivered to financial and controllers’ line of business.

Responsibilities :

• Define project/program scope, objectives, key deliverables, risks, budget, and resources.
• Work with product owners closely to incorporate their inputs for reporting requirements.
• Monitor risks, issues, conflicts proactively, addressing and escalating these to ensure timely resolution.
• Publish regular status updates and accomplishments to different levels of stakeholders
• Operate in onsite-offshore work model
• Successfully coordinated and delivered over 100 comprehensive reports, specifically designed to support the financial and controllership lines of business.

Project Description : Implement Asset Liability Module of QRM for regulatory compliance in Treasury space.

Responsibilities :

• Established a governance framework to support program delivery, setting up forums from working group to Steering Committee.
• Led project planning, scheduling, monitoring & controlling, and reporting activities for project following CIBC EDF methodology.
• Actively led and established excellent working relationship with Business, and all level of stakeholders to identify their needs and align program to support those needs
• Created intake requests to onboard different applications on project
• Engaged multiple technology teams and business teams to gather requirements for the project
• Weekly and Monthly Status reporting to Senior Management and Executives
• Managed $500K project.

Project Description: Implement Regulatory Data reporting on General Ledger System as well as the implementation of Asset Liability Module using QRM.

Responsibilities :

• Create a Business Case and Scope document and presented it to the executives.
• Lead multimillion dollar projects from 2014 to 2016 on regulatory compliance reporting
• Lead Wells Fargo Initiative on Continuous improvement which resulted in $300,000 annual saving.
• Build a 45-member team from scratch for the successful implementation of the program.
• Chaired Program review Board meeting and Executives meetings to provide status of project progress
• Vendor Management for resource hiring

Project Description : Manage end-to-end Implementation (server installation, application development and L1 and L2 support) of Infogix suites of product for financial clients such as American Express, UBS, TSYS and Erie Insurance.

Responsibilities :

• Setup of L1 and L2 support team structure at Infogix, Inc. using ITIL best practices
• Implementation of Infogix product in dev, test, stage, and prod. environment at client sites such as Erie Insurance, UBS and AMEX etc.
• End-to-end business flow for the implementation which includes infrastructure installation, development, and testing of code in all the environment, setting up processes for helpdesk to support product related issues and organizing training sessions on the product.
• Assisted users with setting up accounts and configuring settings on their devices for optimal system performance.
• Prepared detailed project plans, incorporating activity definitions, task sequencing layouts, resource requirements, and timeframe estimates.
• Identified potential risks associated with new implementations and developed strategies to mitigate them as needed.

Project Description : Data Management & Technology department initiate a new project to migrate existing Data Warehouse to a new architecture to improve the data warehouse performance.

Responsibilities :

• Managed a $800K project, overseeing planning, risk mitigation, and workflow management. Facilitated team coordination and conflict resolution, while regularly updating higher management through status presentations.

Project Description : This project was created to provide Level 1 and Level 2 support to Enterprise and Legacy Data Warehouse Applications.

Responsibilities :

• Initiate Severity 1 and Severity 2 calls to resolve production issues ASAP
• Implemented ITIL guidelines in the project.
• Automation of systems for better monitoring
• Improved issue resolution process
• Saved $100,000 by fixing recurring issues