01
Leadership chapter
Building Business & Delivery Foundations
- Role
- Business Analyst / Project Manager
- Organization
- Phoenix Knowledge Management
- Period
- Aug 2006 – Jul 2013
- Location
- Pune, India
My early career at Phoenix Knowledge Management combined business analysis with hands-on project management for leading banking and financial services institutions in India and the United States. I translated complex regulatory and business requirements into scalable technology solutions while managing delivery governance, risk, and executive reporting.
Key Responsibilities
- Gathered and analyzed business requirements for enterprise banking and compliance applications.
- Managed end-to-end project delivery, including planning, budgeting, scheduling, resource management, and governance.
- Conducted business process analysis, gap analysis, and impact assessments for SOX Compliance and Credit Risk programs.
- Designed and implemented a Project Management Information System (PMIS) to improve governance and executive reporting.
- Facilitated stakeholder workshops, customer presentations, and solution reviews.
Key Achievements
- Worked onsite in the United States for 9 months, partnering with client leadership to deliver enterprise banking and regulatory transformation initiatives.
- Delivered SOX Compliance and Credit Risk transformation programs for leading banking institutions, balancing regulatory requirements with business priorities.
- Designed and implemented a Project Management Information System (PMIS), improving project governance, delivery visibility, and organizational efficiency.
- Collaborated with cross-functional teams and global clients, including PwC, State Bank of India (SBI), ICICI Bank, and other leading financial institutions.
What this chapter added
What I learned
This experience taught me that successful delivery starts with understanding the business problem. It shaped my analytical thinking, stakeholder management, and disciplined execution — capabilities that continue to influence how I lead enterprise programs today.
Capabilities added
Business AnalysisProject ManagementRequirements EngineeringStakeholder ManagementDelivery GovernanceRisk ManagementBanking DomainFinancial Services
Technology focus
BankingFinancial ServicesSOX ComplianceCredit RiskPMISSDLCBusiness AnalysisProject ManagementGovernanceRisk ManagementBPMStakeholder ManagementSQL
