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Girish M. Patwardhan, (PMP)
Email: girish_13@hotmail.com
Address: 52, Keshavsmruti Chs., Suryawanshi Hall Lane, Off Cadell Road, Dadar, Mumbai 400028
Birth Date: 13th
January 1976
Mobile: 9930213613
Objective
To utilize my Project Management Professional (PMP) certification by delivering successful projects in
the Payments domain
Key Skills
Work experience of 18 years in Straight Through Processing (STP) software solutions like Trade Process
Management (TPM), Treasury Confirmations, Anti Money Laundering (AML). This comprises of the
following:
• Project Management of large scale projects to meet organization’s strategic business objectives
• Business analyses and consulting in Banking Financial Services and Insurance (BFSI) sector
• Payments domain expert in Reconciliations (Equity/ Cash), Swift Messaging, Extract-
Transform-Load (ETL)
• Change Management based solutions that include Enterprises Resource Planning (ERP) and
Business Process Re-engineering (BPR)
• Presales responsibilities like developing Proof of Concepts and creating RFI/ RFP
• Compliance related to ISO certification processes, Web audits, E-commerce advisory
• Project scoping documents viz. PDD/FRD
A. SmartStream Technologies (March 2005 – Till Date)
SmartStream (STL) is global software and managed services provider with an impressive base of more
than 1,500 customers. This includes more than 70 of the world’s top 100 banks alongside the world’s
leading asset managers, custodians and broker dealers. STL provides Transaction Lifecycle Management
(TLM) software solutions and Managed Services which deliver greater efficiency, automation and control
to critical post trade operations.
Page 1 of 5
In the last 11 years, I have worked in various profiles within STL and have been part of challenging and
successful projects.
Currently working as a Business Analyst (June 2014 onwards)
For most financial institutions an environment in which exceptions are controlled and predicted remains a
complex challenge as they attempt to resolve any number of issues within their exception management
process. This is addressed by STL’s Exception/ Case Management Service that is based on Angular JS/
HTML5 technology. This solution supports efficient and effective ticket resolution, helping to reduce
operational risk and cost. It also enables exceptions tracking through hand held devices like mobiles,
tablets.
My responsibilities include:
• Defining scope for each release cycle and gathering requirements from key stakeholders
• Providing architectural sign off to the software development group
• Developing delivery schedules and maintaining project plans and resource assignment matrix
• Preparing use case scenarios and working closely with Quality team
• Designing demos for sales teams across the globe
As TFIM Data Manager (June 2012-June 2014)
The overall purpose of the Transaction Fees & Invoice Management (TFIM) solution was to ensure that
fees being charged on a transaction are correct & agreed by all parties prior to an invoice for the fees
being issued or paid and to aid with tracking of the payment of the invoice.
• As Project Management role, managed a team of 12-15 Data Analysts on Service Level
Agreement (SLA) based project
• Delivered a key component of Software as a Service (SaaS) model for Societe Generale, Paris
• On-boarded global brokers like Tradition for analyzing and processing trade data on a variety of
traded asset classes
• Secured the ISO 9001-2008 certification for TFIM and appointed as Quality Manager by the
Management
• Appraised team for annual increments and was part of budget allocations team
As Team Lead (November 2007- June 2012)
• As Project Management role, managed a team of Professional Services staff and reported to the
London office
Page 2 of 5
• Delivered bespoke solutions like Treasury Confirmations that went on to become an important
offering under the TLM product suit
• Instrumental in building a strong solution delivery team
• Involved in global client interaction (mainly large banks & financial institutions) for providing
software solutions
• Represented STL at various client meetings mainly for project bidding exercises
As Product Specialist (March 2005-November 2007)
• Configured TLM software as per project specification
• Attended user workshops for process flow mapping. Bank of Scotland Ireland (Dublin-1 month)
• Deputed onsite with UK Work Permit and was single point of contact for the client. Citigroup
(London- 12 months)
• Imparted Business Process Management (BPM) product training to STL staff from various
regions (Bristol- 2 weeks)
B. Ace Software Solutions (November 2000- March 2005)
Ace is the global financial software company specializing in payment and sanction compliance products
for the banking and corporate community. It provides end-to-end STP solutions using advanced Artificial
Intelligence (AI) and Natural Language Processing (NLP) techniques.
As Business Analyst:
• Was part of the core team with which the company operations were initiated from Mumbai and
today it has grown to become a very successful venture having offices in 4 continents
• Secured Swift certification (Gold Label in Payments) for the company
• Mastered the Swift messaging formats for MT1XX, MT 2XX and MT 5XX series to design
message translators (any to any format) for a number of deliverables including Sibos
• Managed requirements and releases for a global Custodian, Royal Bank of Canada (London- 9
months)
• Involved in system programming and enhancements
C. Moores Rowland Consulting (June 1999- November 2000)
Page 3 of 5
Moores is one of the top 10 associations of independent accounting firms providing audit and assurance,
taxation, financing and management consultancy services. This was through Haribhakti group, a leading
Indian business consulting company
As Consultant:
• Involved in integration testing for Trade Finance division. EXIM Bank (Mumbai- 6 months)
• Mapping As-Is processes for corporates prior to defining scope of ERP implementation (mainly
manufacturing units specializing in consumer durable items). Undertook various visits to study
the shop floor processes
Page 4 of 5
D. Transworks (January 1999- June 1999)
Transworks is one of India's leading outsourcing companies operating in the BPO/ CRM space providing
a high-quality, cost-effective solution to Global 1000 companies. It is a fully owned subsidiary of the
Aditya Birla Group, one of India's largest business houses.
As Consultant, undertook the client engagement plans for launching Citibank NRI Rupee Checking
Account.
E. Standard Chartered Bank (February 1997- August 1998)
As Sales Trainee:
• Employed directly with the bank
• Sourced credit card applications from large business houses and leading management institutes
As Channel Partner:
• Set up a Direct Sales Agency (DSA)
• Managed a team of sales executives
Educational Qualifications
Year Qualification School/ college
2016 Project Management Professional (PMP)
PMP Number: 1904347
Project Management institute (PMI,USA)
1999 2 Years Software Professional Diploma NIIT, Mumbai
1996 B.Com (59%) R.A. Podar College of Commerce &
Economics, Mumbai
1991 S.S.C (78%) Balmohan Vidyamandir, Mumbai
Personal Details
Interests Automobiles, writing poetries in Marathi
Strengths Analytical thinking, positive approach to life
Achievements Successfully completed Mumbai Marathon (21 Kms.) since 2012
Appreciation of project work in company newsletter (SmartStream)
Page 5 of 5
D. Transworks (January 1999- June 1999)
Transworks is one of India's leading outsourcing companies operating in the BPO/ CRM space providing
a high-quality, cost-effective solution to Global 1000 companies. It is a fully owned subsidiary of the
Aditya Birla Group, one of India's largest business houses.
As Consultant, undertook the client engagement plans for launching Citibank NRI Rupee Checking
Account.
E. Standard Chartered Bank (February 1997- August 1998)
As Sales Trainee:
• Employed directly with the bank
• Sourced credit card applications from large business houses and leading management institutes
As Channel Partner:
• Set up a Direct Sales Agency (DSA)
• Managed a team of sales executives
Educational Qualifications
Year Qualification School/ college
2016 Project Management Professional (PMP)
PMP Number: 1904347
Project Management institute (PMI,USA)
1999 2 Years Software Professional Diploma NIIT, Mumbai
1996 B.Com (59%) R.A. Podar College of Commerce &
Economics, Mumbai
1991 S.S.C (78%) Balmohan Vidyamandir, Mumbai
Personal Details
Interests Automobiles, writing poetries in Marathi
Strengths Analytical thinking, positive approach to life
Achievements Successfully completed Mumbai Marathon (21 Kms.) since 2012
Appreciation of project work in company newsletter (SmartStream)
Page 5 of 5

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GirishPatwardhan_PMP

  • 1. Girish M. Patwardhan, (PMP) Email: girish_13@hotmail.com Address: 52, Keshavsmruti Chs., Suryawanshi Hall Lane, Off Cadell Road, Dadar, Mumbai 400028 Birth Date: 13th January 1976 Mobile: 9930213613 Objective To utilize my Project Management Professional (PMP) certification by delivering successful projects in the Payments domain Key Skills Work experience of 18 years in Straight Through Processing (STP) software solutions like Trade Process Management (TPM), Treasury Confirmations, Anti Money Laundering (AML). This comprises of the following: • Project Management of large scale projects to meet organization’s strategic business objectives • Business analyses and consulting in Banking Financial Services and Insurance (BFSI) sector • Payments domain expert in Reconciliations (Equity/ Cash), Swift Messaging, Extract- Transform-Load (ETL) • Change Management based solutions that include Enterprises Resource Planning (ERP) and Business Process Re-engineering (BPR) • Presales responsibilities like developing Proof of Concepts and creating RFI/ RFP • Compliance related to ISO certification processes, Web audits, E-commerce advisory • Project scoping documents viz. PDD/FRD A. SmartStream Technologies (March 2005 – Till Date) SmartStream (STL) is global software and managed services provider with an impressive base of more than 1,500 customers. This includes more than 70 of the world’s top 100 banks alongside the world’s leading asset managers, custodians and broker dealers. STL provides Transaction Lifecycle Management (TLM) software solutions and Managed Services which deliver greater efficiency, automation and control to critical post trade operations. Page 1 of 5
  • 2. In the last 11 years, I have worked in various profiles within STL and have been part of challenging and successful projects. Currently working as a Business Analyst (June 2014 onwards) For most financial institutions an environment in which exceptions are controlled and predicted remains a complex challenge as they attempt to resolve any number of issues within their exception management process. This is addressed by STL’s Exception/ Case Management Service that is based on Angular JS/ HTML5 technology. This solution supports efficient and effective ticket resolution, helping to reduce operational risk and cost. It also enables exceptions tracking through hand held devices like mobiles, tablets. My responsibilities include: • Defining scope for each release cycle and gathering requirements from key stakeholders • Providing architectural sign off to the software development group • Developing delivery schedules and maintaining project plans and resource assignment matrix • Preparing use case scenarios and working closely with Quality team • Designing demos for sales teams across the globe As TFIM Data Manager (June 2012-June 2014) The overall purpose of the Transaction Fees & Invoice Management (TFIM) solution was to ensure that fees being charged on a transaction are correct & agreed by all parties prior to an invoice for the fees being issued or paid and to aid with tracking of the payment of the invoice. • As Project Management role, managed a team of 12-15 Data Analysts on Service Level Agreement (SLA) based project • Delivered a key component of Software as a Service (SaaS) model for Societe Generale, Paris • On-boarded global brokers like Tradition for analyzing and processing trade data on a variety of traded asset classes • Secured the ISO 9001-2008 certification for TFIM and appointed as Quality Manager by the Management • Appraised team for annual increments and was part of budget allocations team As Team Lead (November 2007- June 2012) • As Project Management role, managed a team of Professional Services staff and reported to the London office Page 2 of 5
  • 3. • Delivered bespoke solutions like Treasury Confirmations that went on to become an important offering under the TLM product suit • Instrumental in building a strong solution delivery team • Involved in global client interaction (mainly large banks & financial institutions) for providing software solutions • Represented STL at various client meetings mainly for project bidding exercises As Product Specialist (March 2005-November 2007) • Configured TLM software as per project specification • Attended user workshops for process flow mapping. Bank of Scotland Ireland (Dublin-1 month) • Deputed onsite with UK Work Permit and was single point of contact for the client. Citigroup (London- 12 months) • Imparted Business Process Management (BPM) product training to STL staff from various regions (Bristol- 2 weeks) B. Ace Software Solutions (November 2000- March 2005) Ace is the global financial software company specializing in payment and sanction compliance products for the banking and corporate community. It provides end-to-end STP solutions using advanced Artificial Intelligence (AI) and Natural Language Processing (NLP) techniques. As Business Analyst: • Was part of the core team with which the company operations were initiated from Mumbai and today it has grown to become a very successful venture having offices in 4 continents • Secured Swift certification (Gold Label in Payments) for the company • Mastered the Swift messaging formats for MT1XX, MT 2XX and MT 5XX series to design message translators (any to any format) for a number of deliverables including Sibos • Managed requirements and releases for a global Custodian, Royal Bank of Canada (London- 9 months) • Involved in system programming and enhancements C. Moores Rowland Consulting (June 1999- November 2000) Page 3 of 5
  • 4. Moores is one of the top 10 associations of independent accounting firms providing audit and assurance, taxation, financing and management consultancy services. This was through Haribhakti group, a leading Indian business consulting company As Consultant: • Involved in integration testing for Trade Finance division. EXIM Bank (Mumbai- 6 months) • Mapping As-Is processes for corporates prior to defining scope of ERP implementation (mainly manufacturing units specializing in consumer durable items). Undertook various visits to study the shop floor processes Page 4 of 5
  • 5. D. Transworks (January 1999- June 1999) Transworks is one of India's leading outsourcing companies operating in the BPO/ CRM space providing a high-quality, cost-effective solution to Global 1000 companies. It is a fully owned subsidiary of the Aditya Birla Group, one of India's largest business houses. As Consultant, undertook the client engagement plans for launching Citibank NRI Rupee Checking Account. E. Standard Chartered Bank (February 1997- August 1998) As Sales Trainee: • Employed directly with the bank • Sourced credit card applications from large business houses and leading management institutes As Channel Partner: • Set up a Direct Sales Agency (DSA) • Managed a team of sales executives Educational Qualifications Year Qualification School/ college 2016 Project Management Professional (PMP) PMP Number: 1904347 Project Management institute (PMI,USA) 1999 2 Years Software Professional Diploma NIIT, Mumbai 1996 B.Com (59%) R.A. Podar College of Commerce & Economics, Mumbai 1991 S.S.C (78%) Balmohan Vidyamandir, Mumbai Personal Details Interests Automobiles, writing poetries in Marathi Strengths Analytical thinking, positive approach to life Achievements Successfully completed Mumbai Marathon (21 Kms.) since 2012 Appreciation of project work in company newsletter (SmartStream) Page 5 of 5
  • 6. D. Transworks (January 1999- June 1999) Transworks is one of India's leading outsourcing companies operating in the BPO/ CRM space providing a high-quality, cost-effective solution to Global 1000 companies. It is a fully owned subsidiary of the Aditya Birla Group, one of India's largest business houses. As Consultant, undertook the client engagement plans for launching Citibank NRI Rupee Checking Account. E. Standard Chartered Bank (February 1997- August 1998) As Sales Trainee: • Employed directly with the bank • Sourced credit card applications from large business houses and leading management institutes As Channel Partner: • Set up a Direct Sales Agency (DSA) • Managed a team of sales executives Educational Qualifications Year Qualification School/ college 2016 Project Management Professional (PMP) PMP Number: 1904347 Project Management institute (PMI,USA) 1999 2 Years Software Professional Diploma NIIT, Mumbai 1996 B.Com (59%) R.A. Podar College of Commerce & Economics, Mumbai 1991 S.S.C (78%) Balmohan Vidyamandir, Mumbai Personal Details Interests Automobiles, writing poetries in Marathi Strengths Analytical thinking, positive approach to life Achievements Successfully completed Mumbai Marathon (21 Kms.) since 2012 Appreciation of project work in company newsletter (SmartStream) Page 5 of 5