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职场能力评价定义
Sameer Tawadia
I have over 13 years of experience working as a Product Manager and Systems Analyst primarily in the Financial Services industry. I'm a creator of value, coder, people person. Having worked in Customer Service, Operations, Finance and Engineering over the course of my career, I understand how to craft products that take into account all facets of an organization's core values and business drivers while maintaining a customer-centric approach.
Technical Skills
Experience
Product Manager, JPMorgan Chase, Mar 2016 - Present
The Firmwide P&A function within Finance was undergoing the need to modernize, revamp, and in some cases eliminate legacy applications. I led a small group of business analysts & developers that helped guide the P&A function in building a new web portal, worked closely with the executive team to craft the vision and strategy, and implemented a web app that does data validation, workflow with top-notch controls.
Key Achievements
- Launched FAST (Forecast Analysis and Submission Tool) within 6 months of project conception to streamline Line of Business forecast submission into Corporate
- FAST resulted in savings of 6,000 man hours every year with another 5,000 of planned savings in 2018
- Secured the buy-in of all Lines of Businesses, led QA and managed the launch working closely with Ops and Tech located globally
- Created Product Roadmap for 2017/2018, presented/secured buy-in of senior execs
- Evangelized a product management culture including the establishment of a framework around lean methodologies, feature prioritization, roadmaps and launch best practices
- Led an internal team of 3 (2 engineers & 1 UI/UX Designer) plus ran Sprint planning, Story grooming with larger team (Ops, Tech), with focus on innovative outcomes
- Led API design sessions for integration with another internal tool
Product Manager, Och-Ziff Capital Management, Nov 2009 - Nov 2015
Designed and developed enterprise systems used by Controllers for Financial reporting and 'management company' tasks. Ideated, prototyped and coded using Java and a proprietary PS programming language within PeopleSoft General Ledger (GL), Accounts Payable (AP), Travel and Expense (T&E) and Cash Management/Treasury modules. Interacted with Entity Controllers, AP Supervisors, Treasury users to prototype solutions, design A/B testing for bolt-on apps.
Key Achievements
- Implemented Cash Management PeopleSoft module, created payment interfaces with our Global Banking partner (ACH, SWIFT, ISOV2 file format)
- Designed 'Legal Allocation' bolt on application within Cash Management to automate wire transfers payments of RSUs to GPs and LPs of the firm
- Hired and led 2 consultants for a PeopleSoft & Hyperion Upgrade project over 10 months
- Present tech design analysis and feedback to stakeholders
PeopleSoft Software Consultant, 2004 - 2009
Various PeopleSoft implementation and upgrade projects with clients such as Capital One, Lehman Brothers, Nationwide, State Farm, etc.
Key Achievements
- Consulted on upgrade strategies around ERP packages for Finance, Supply Chain, Procurement
- Liaised with Oracle, PeopleSoft and other 3rd party vendors to manage reported bugs, test solutions, develop POCs
Education
NYU Stern, MBA in Finance and Technology, New York, 2014
MS University of Baroda, BE in Electronics Engineering, India, 2000
Sameer Tawadia
I have over 13 years of experience working as a Product Manager and Systems Analyst primarily in the Financial Services industry. I'm a creator of value, coder, people person. Having worked in Customer Service, Operations, Finance and Engineering over the course of my career, I understand how to craft products that take into account all facets of an organization's core values and business drivers while maintaining a customer-centric approach.
Technical Skills
Experience
Product Manager, JPMorgan Chase, Mar 2016 - Present
The Firmwide P&A function within Finance was undergoing the need to modernize, revamp, and in some cases eliminate legacy applications. I led a small group of business analysts & developers that helped guide the P&A function in building a new web portal, worked closely with the executive team to craft the vision and strategy, and implemented a web app that does data validation, workflow with top-notch controls.
Key Achievements
- Launched FAST (Forecast Analysis and Submission Tool) within 6 months of project conception to streamline Line of Business forecast submission into Corporate
- FAST resulted in savings of 6,000 man hours every year with another 5,000 of planned savings in 2018
- Secured the buy-in of all Lines of Businesses, led QA and managed the launch working closely with Ops and Tech located globally
- Created Product Roadmap for 2017/2018, presented/secured buy-in of senior execs
- Evangelized a product management culture including the establishment of a framework around lean methodologies, feature prioritization, roadmaps and launch best practices
- Led an internal team of 3 (2 engineers & 1 UI/UX Designer) plus ran Sprint planning, Story grooming with larger team (Ops, Tech), with focus on innovative outcomes
- Led API design sessions for integration with another internal tool
Product Manager, Och-Ziff Capital Management, Nov 2009 - Nov 2015
Designed and developed enterprise systems used by Controllers for Financial reporting and 'management company' tasks. Ideated, prototyped and coded using Java and a proprietary PS programming language within PeopleSoft General Ledger (GL), Accounts Payable (AP), Travel and Expense (T&E) and Cash Management/Treasury modules. Interacted with Entity Controllers, AP Supervisors, Treasury users to prototype solutions, design A/B testing for bolt-on apps.
Key Achievements
- Implemented Cash Management PeopleSoft module, created payment interfaces with our Global Banking partner (ACH, SWIFT, ISOV2 file format)
- Designed 'Legal Allocation' bolt on application within Cash Management to automate wire transfers payments of RSUs to GPs and LPs of the firm
- Hired and led 2 consultants for a PeopleSoft & Hyperion Upgrade project over 10 months
- Present tech design analysis and feedback to stakeholders
PeopleSoft Software Consultant, 2004 - 2009
Various PeopleSoft implementation and upgrade projects with clients such as Capital One, Lehman Brothers, Nationwide, State Farm, etc.
Key Achievements
- Consulted on upgrade strategies around ERP packages for Finance, Supply Chain, Procurement
- Liaised with Oracle, PeopleSoft and other 3rd party vendors to manage reported bugs, test solutions, develop POCs
Education
NYU Stern, MBA in Finance and Technology, New York, 2014
MS University of Baroda, BE in Electronics Engineering, India, 2000