Utpal Modi
Product Owner
Mumbai
Summary
Results-driven Lead Business Analyst, Product Owner, and Project Manager with 17 years of experience in translating business requirements into technical solutions. Skilled in managing project budgets, schedules, and scopes while providing regular updates to stakeholders. Demonstrates strong analytical and problem-solving abilities, with a comprehensive understanding of project management principles and Information Technology practices.
Overview
14
14
years of professional experience
Work History
Product Owner
FIS
08.2023 - Current
- Project: Implementation of Credit Lending Suite in FIS
- Project Description: New Web UI for Credit Lending Suite with AI
- Key Activities performed: Gathered requirements, analyzed user needs, developed user stories, created wireframes, conducted testing, led demos, coordinated scrum and program calls, managed backlog, engaged stakeholders, and implemented AI in user stories
- Major Achievement: Onboarding of Deal, Facility and Loans, Pricing Grid, Amendments, 2 steps Approve and Complete, SPQ processor implementation for TD Bank, Permitted Fees Templates, Calendar Management, Developing Data Purge Utility
Lead Business Analyst and Scrum Master
JP Morgan
10.2020 - 04.2021
- Project: Modernization Project as part of Analytics at JP Morgan
- Project Description: Generation of various dashboards in Tableau like Revenue Cost, Outstanding Liabilities, In Process Transaction and Gross Timelines
- Defined report parameters and analysis period; created bar and pie charts, analyzed top 10 customers by product and region, monitored SLAs, calculated gross timeliness in supply chain management
- Developed multiple dashboards to visualize key metrics including revenue cost, outstanding liabilities, in-process transactions, and gross timelines
Lead Business Analyst and Project Manager
JP Morgan
10.2018 - 04.2019
- Project: Scheduler at JP Morgan
- Generated reports based on user-defined schedules.
- Key activities performed: Defined schedule parameters, file format, UI, validations, workflow, data mappings, wire frames, specifications by examples, user stories, testing, and demos to streamline report generation process.
- Major achievements: Enabled system to generate reports on scheduled date and time, delivering them via email to user’s mailbox. Generated efficiency equivalent to 2 FTEs through automated report scheduling.
Lead Business Analyst and Project Manager
Deutsche Bank
01.2012 - 04.2014
- Led conversion and migration project at Deutsche Bank, transitioning traditional systems to SAP for London and India.
- Project Description: Migrated traditional system to SAP for London and India
- Performed data cleansing, developed conversion and migration strategy, and conducted process analysis to ensure seamless system integration and compliance.
- Generated comprehensive reports from SAP, reducing manual reporting processes, resulting in savings equivalent to 6 FTEs while enhancing regulatory reporting for India and London.
Education
CAIIB - Banking
Indian Institution of Banking And Finance
Mumbai, India 04.2001 -
CSM - Project Management
Scrum Alliance
Mumbai, India 04.2001 -
MBA - Finance
Narsee Monjee Institute of Management Studies
Mumbai, India 04.2001 -
Master of Commerce - Accounting And Finance
Mumbai University
Mumbai, India 04.2001 -
PMP - Project Management
Project Management Institute
Mumbai, India 04.2001 -
Skills
Project Management
Credit Lending Suite
Trade Finance, Payment
Regulatory Reporting
Data analysis
Reconciliation
GL implementation
Workflow implementation
Finalization of Balance Sheet
Release planning
Business analysis
Product backlog management
Roadmap development
Agile frameworks
Agile methodology
Stakeholder relationship management
Scrum methodology
User acceptance testing
Scrum framework
Data analytics
Project management
Root-cause analysis
Scrum expertise
Risk assessments
Risk management
User story creation
Requirements elicitation
Timeline
Product Owner
FIS
08.2023 - Current
Lead Business Analyst and Scrum Master
JP Morgan
10.2020 - 04.2021
Lead Business Analyst and Project Manager
JP Morgan
10.2018 - 04.2019
Lead Business Analyst and Project Manager
Deutsche Bank
01.2012 - 04.2014
CAIIB - Banking
Indian Institution of Banking And Finance
04.2001 -
CSM - Project Management
Scrum Alliance
04.2001 -
MBA - Finance
Narsee Monjee Institute of Management Studies
04.2001 -
Master of Commerce - Accounting And Finance
Mumbai University
04.2001 -
PMP - Project Management
Project Management Institute
04.2001 -