Riley Taylor
San Francisco
Summary
Dynamic Product Manager | Business Analyst | Scrum Master with 11+ years of experience driving digital transformation, product lifecycle management, and Agile delivery across banking and financial services. Proven expertise in retail banking, digital onboarding, and loan servicing. Skilled in KYC/AML compliance, regulatory reporting, and core banking modernization (Flexcube). Recognized for combining strategic product vision, requirements elicitation (BRD, FRD, RTM), and stakeholder management with servant leadership to drive measurable outcomes, including improved compliance, enhanced customer acquisition, increased revenue, and reduced processing times. I am now seeking new opportunities to apply my technical, analytical, and leadership abilities to help organizations achieve their strategic goals and mutual growth. I am confident in my ability to drive meaningful results, encourage collaboration, and contribute to the ongoing success of a forward-thinking organization.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Product Manager
A
01.2025 - 06.2025
- Oversaw re-architecture of a legacy banking application into a cloud-native solution on AWS, ensuring all core banking functionalities were preserved and optimized in the new environment.
- Translated complex business and technical requirements into epics and user stories in Jira with clear acceptance criteria.
- Engineered migration roadmap, dependency mapping, RTM, and risk assessments, ensuring alignment across compliance, IT, and operations.
- Facilitated PI Planning, sprint ceremonies, and Agile coaching, instilling servant leadership practices to improve collaboration.
- Collaborated with executives and cross-functional teams with security, risk, and compliance teams to meet audit, AML, and regulatory standards during migration.
- Established Agile dashboards (velocity, burndown, lead time, cycle time, OKRs) for transparency and data-driven tracking.
- Reduced migration risks by 25% through proactive dependency management and risk mitigation strategies.
- Secured the successful on-time delivery of Phase 1 migration, enabling GTM readiness for application re-launch.
Business Consultant
B
04.2023 - 12.2023
- Directed compliance updates under SECURE Act 2.0, modernizing retirement plan systems to meet updated 401(k) rules for employees 50+ while ensuring timely IRS compliance.
- Facilitated requirement elicitation workshops (BPMN-based) with legal, plan administrators, and SMEs, producing detailed BRD and RTM.
- Performed gap analysis and data mapping across backend systems and UIs to identify necessary updates.
- Produced functional specifications, epics, user stories, and acceptance criteria in Jira to drive Agile delivery.
- Collaborated with executives and cross-functional teams with QA to design test cases and led UAT, ensuring compliance-driven logic worked as intended.
- Applied MoSCoW prioritization to manage competing requirements while ensuring business OKRs were met.
- Coordinated with internal teams and third-party vendors to deliver within budget and regulatory timelines.
- Recommended strategic improvements that boosted client revenue by 10% and strengthened compliance adherence.
Lead Business Analyst | Product Owner| Scrum Master
C
04.2021 - 10.2022
- Owned end-to-end product lifecycle for a data visualization MVP serving financial services clients, from concept through GTM launch.
- Facilitated Product Vision Alignment workshops with executives to establish roadmap, success metrics, and GTM strategy.
- Facilitated requirement gathering using user story mapping, wireframes, and prototypes, reducing ambiguity and accelerating stakeholder buy-in.
- Transitioned delivery model to Agile (Scrum/SAFe), embedding ceremonies and metrics (velocity, throughput, burnup) that improved predictability by 25%.
- Prioritized product backlog using RICE and MoSCoW frameworks, aligning features with customer OKRs and business goals.
- Boosted customer satisfaction by 50% and team productivity by 20% through effective stakeholder engagement and Agile coaching.
- Authored epics, user stories, FRDs, and UAT scripts; led UAT workshops that minimized post-release defects and improved release quality.
- Designed executive dashboards with Power BI/Tableau, enabling real-time insights into client product portfolios and faster decision-making.
Business Analyst | Scrum Master
D
06.2018 - 04.2021
- Managed enhancements to the Flexcube loan origination system, improving loan approval, disbursement, and monitoring workflows while ensuring regulatory compliance and operational efficiency.
- Implemented digital onboarding across multiple channels in Flexcube, streamlining customer acquisition and verification processes, reducing onboarding time by 35%.
- Introduced OCR-based document capture and real-time ID verification, cutting KYC approval time by 40% and enhancing compliance.
- Secured executive buy-in by developing a business case with ROI projections, enabling funding for onboarding modernization.
- Improved cross-sell strategy in partnership with sales and marketing, driving a 15% increase in customer acquisition.
- Produced FRDs, data flow diagrams, wireframes, and RTMs, ensuring traceability and alignment across business and IT teams.
- Facilitated UAT planning, execution, and sign-off sessions, reducing rework and accelerating time-to-market.
- Collaborated with compliance, risk, and operations teams to align digital onboarding with AML/KYC and regulatory requirements.
Business Analyst
E
06.2013 - 06.2018
- Resolved recurring TDS errors in retail deposits by performing root cause analysis (RCA) and workflow redesign in Flexcube, ensuring regulatory compliance and minimizing customer complaints by 60%.
- Collaborated with executives, finance, legal, and engineering teams to implement real-time synchronization between teller and authorizer screens in Flexcube, improving operational accuracy and customer experience.
- Authored BRDs, functional specifications, and business rules for taxation and retail deposit modules in Flexcube, translating complex compliance requirements into actionable development deliverables.
- Designed UI wireframes and process flow diagrams, streamlining retail deposit workflows and improving teller/authorizer efficiency.
- Led UAT sessions and coordinated test plans, validating system functionality, compliance adherence, and accurate TDS processing.
- Introduced continuous improvement feedback loops, reducing post-deployment defects and proactively identifying operational bottlenecks.
Junior Business Analyst
F
06.2012 - 03.2013
- Participated in sprint planning, daily stand-up meetings, sprint review, and sprint retrospective meetings.
- Participated in the development and grooming of requirements with the Business and Technology partners.
- Assisted in entering and updating issues in Epics and user stories in the JIRA application.
- Often part of the team that would make regular presentations to stakeholders and senior management.
- Performed Gap Analysis between the current performances and desired performances.
- Involved in walkthroughs and meetings with the development team to discuss the related issues.
- Assisted with user testing of systems, maintaining quality procedures, and ensuring that appropriate documentation is in place.
Education
MBA - Marketing
Jansons School of Business
01.2011
B.Tech - Information Technology
Rajiv Gandhi College of Engineering & Technology
01.2009
Skills
- Product Lifecycle Management
- Product Strategy & Vision
- Product Roadmaps & GTM Strategy
- Product backlog management
- Retail Banking
- Loan Servicing
- BRD / FRD / RTM
- KYC/AML/Onboarding
- Agile Coaching & Servant Leadership
- BPMN/UML
- UAT Planning & Execution
- SQL
- Wireframing & Prototyping
- MoSCoW / RICE Prioritization
- Stakeholder Management
- PI Planning (SAFe)
- Customer Journey Mapping
- Data-Driven Decision Making
- RegTech / FinTech Solutions
- Change Management
- Business Use Cases
- Client Onboarding Optimization
- Digital-First Customer Journeys
- Mobile & Digital Banking
- User story creation
- Jira, atlassian, rally
- User and UX research
- Scrum framework
- A/B testing
Accomplishments
- Supervised ateam of 8 staff members.
- Achieved [Result] through effectively helping with [Task].
- Documented and resolved [Issue] which led to [Results].
- Achieved [Result] by completing [Task] with accuracy and efficiency.
- Achieved [Result] by introducing [Software] for [Type] tasks.
Certification
- SAFe 5 Product Owner/Product Manager
- SAFe 5 Practitioner
Timeline
Product Manager
A
01.2025 - 06.2025
Business Consultant
B
04.2023 - 12.2023
Lead Business Analyst | Product Owner| Scrum Master
C
04.2021 - 10.2022
Business Analyst | Scrum Master
D
06.2018 - 04.2021
Business Analyst
E
06.2013 - 06.2018
Junior Business Analyst
F
06.2012 - 03.2013
B.Tech - Information Technology
Rajiv Gandhi College of Engineering & Technology
MBA - Marketing
Jansons School of Business
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