Aarati Ramanand, PMP, CSM, CSPO
Squad Leader, Stock Plan Services at Fidelity Investments
Squad Leader at Fidelity Investments
PMP and Scrum certified with extensive project and business management experience in multiple industries. I understand the technical aspects of a project due to my early career experience as a programmer and technical analyst, which offers a unique layer to my leadership abilities. In previous roles, I have been commended for my expertise in collaborating with technical and non-technical team members, as well as communicating effectively with both executives and clientele.

I believe there is great value in enhancing client experience through effective change management and problem-solving. I bring to the table a unique combination of leadership, project, business, and operational management skills:

❃ Strong leadership of internal and external clients, vendors, and teams.

❃ Deep experience defining and implementing project roadmaps with a focus on operational efficiency.

❃  Collaborative and thoughtful approach to guiding and mentoring project teams to ensure success.
Fidelity Investments
https://www.linkedin.com/company/fidelity-investments
Lead two squads in Plan Sponsor Experience focused on administrative reporting solutions for our plan sponsors

❃ Define, refine, and communicate the squads' mission and roadmap to align team and partner goals and ensure focus on voice of the customer
❃ Define, evaluate, and communicate results against acceptance criteria
❃ Inspect and evaluate progress, and work to remove impediments
❃ Measure performance against established objectives that deliver on agreed-upon business and technology results
❃ Collaborate and coordinate with Chapter Leaders, Technology Leaders, and Scrum Masters to build squad capability, and enable squad member growth, development, and learning
❃ Make informed trade-off decisions to strike the right balance between quality, cost, and timelines
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Squad Leader, Stock Plan Services
Fidelity Investments
https://www.linkedin.com/company/fidelity-investments
❃ Formalized data and change management processes to support CTG’s Agile Transformation. Ensured accuracy of CTG deliverables to the Agile Enablement Office (AEO). Fostered strong relationships CTG leadership and AEO to resolve impediments and achieve desired outcomes.
❃ Partnered with Enterprise Technology & Global Services (ETGS) leadership and S&P leads from all ETGS domains to formulate a consistent yet flexible requisitions process for ETGS. Focused on utilization of digital collaboration tools for development of streamlined workflows, as well as for ongoing knowledge management and communication.
❃ Joined Fidelity in 2018 via RESUME (program in partnership with reacHIRE for professionals returning to the workforce). Ongoing mentor for new RESUMERs in the Fidelity RESUME program.
Durham, North Carolina, United States
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Principal Data Analyst, Strategy & Planning
Fidelity Investments
https://www.linkedin.com/company/fidelity-investments
❃ Spearheaded extensive enhancements of CTG’s global workforce and portfolio reporting with a focus on data-driven storytelling. Highly proficient in translating end user requirements into actionable tasks, prioritizing the work, and guiding the team to success.  
❃ Broad experience in end-to-end planning and execution of data management and reporting capabilities for CTG’s annual financial exercises (Multi-Year Planning, Budget/Approved Spend, etc.)
❃ JIRA BU administrator / Elevated Access user for CTG, enthusiastic about supporting CTG teams in leveraging JIRA to successfully implement agile best practices. Implemented guidelines and processes to successfully drive the CTG S&P Operations team’s adoption of agile methodologies to act as a high functioning, cross functional agile team.
Raleigh-Durham, North Carolina Area
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Project Manager / Lead Data Analyst, Strategy & Planning
reacHIRE
https://www.linkedin.com/company/reachire
Joined Fidelity in 2018 via RESUME (program in partnership with reacHIRE for professionals returning to the workforce)

❃ Support the coordination of global workforce and portfolio planning activities for the Corporate Technology group comprised of 800+ people with a $125+ million budget. 
❃ Support forecasting, monitoring, and reporting activities for the CTG global workforce. 
❃ Other responsibilities include content management and support for multi-year planning.

reacHIRE is changing the trajectory for women in the workplace by partnering with forward-thinking companies to create gender diverse environments where women thrive, advance, lead and stay. reacHIRE carefully selects and prepares under-the-radar talent into defined project assignments or permanent roles.
Raleigh-Durham, North Carolina Area
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Project Manager, Strategy & Planning at Fidelity Investments
Lighthouse Financial Network, LLC
https://www.linkedin.com/company/lighthouse-financial-network-llc
I was contracted to support business and project activities for data migration of client and adviser files to the cloud (eFile Cabinet Document Management Software).

❃ I coordinated project scope and execution with financial advisers, compliance, and business management staff.
❃ To maintain quality control, developed process efficiencies and quality checks during conversion of physical files.
❃ Supported the efforts of junior staff and interns through training, mentoring, and supervision.
❃ Trained advisers in the effective use of eFileCabinet to maintain and access their files.
Jericho, NY
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Project Coordinator – Contract Position, eFile Cabinet Data Migration Project
Bank of America
https://www.linkedin.com/company/bank-of-america
I developed high quality business and program management deliverables for Global Credit, Mortgages, Distressed and Proprietary Trading Technology.

❃ Provided insight into project status, accomplishments, issues, and risks via enterprise-level reporting of BAU, Initiative, and Countrywide/Merrill Lynch transition projects. 
❃ Developed and utilized a PMO Web Portal (with SharePoint/SharePoint Designer) to collect and generate enterprise-level reports. 
❃ Supported the effective use of Enterprise Change Management System (ECMS) / Clarity through training and mentoring the technology teams in SDLC methodologies and Bank of America change management practices.
❃ Aided technology teams in completing required project documents/tollgates and resolved issues/risks through each of the project phases in a timely manner.
❃ Led several audit/operation risk initiatives such as Application Risk and Control Assessment Tool (ARCAT) assessments, work area recovery plans, technical recovery plans, and pandemic planning. 
❃ Provided key input in the development of key performance indicators (KPIs) to track project metrics. Examples include root cause analysis for project delays and scorecards measuring adherence to SDLC best practices.
❃ Ensured timely delivery of financial forecasts, burn rate reporting, and variance explanations.
Greater New York City Area
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Assistant Vice President, GCMDPTT Program and Business Management Office
UBS Financial Services Inc.
https://www.linkedin.com/company/ubs
I spearheaded a strategic client reporting initiative for Global Wealth Management and Business Banking improving financial adviser and client experience through design of performance reports and improved user interface:

❃ Directed production of project plans, budget/resource estimates, risk analysis, and contingency planning.
❃ Conducted vendor discovery for client reporting solutions: analysis sessions, deep-dives and scoring/ranking of RFP responses.
❃ Delivered stoplight reports and project artifacts to enterprise committee facilitating project “go/no-go” decisions/tollgates.
❃ Maintained financial storyboards, forecasting resource, fixed-price consulting, and hardware/software costs.
Weehawken, NJ
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Senior Associate, Global WM&BB Project Management Office
The NPD Group Inc.
https://www.linkedin.com/company/the-npd-group
Senior Technical Manager, Panel Operations; July 2003 – Sep 2006
Programmer/Analyst, Panel Operations; Aug 2001 – July 2003
Junior Programmer, Panel Operations; May 2000 – Aug 2001

I managed a mid-sized team of in-house and offshore programmers and technical support staff providing design/development expertise, and managed vendor relations through several system upgrades.

❃ Resource management included project/task assignments, and determining staff goals, objectives, and career development plans.  
❃ Provided design and development expertise to NPD's business units by driving the creation of several tracking surveys (using Confirmit software and custom scripting), and pioneered data collection techniques for various industries (Food, Fashion, Travel, etc.).
❃ Originated and implemented robust operations process designed to manage the project pipeline and effectively track issues, defects, and enhancements.
❃ Lead developer of a large scale web application that functioned as a central data warehouse for all project management information, billing, and reports.
❃ Headed Project Management details (implementation, monitoring, interface, testing, etc.) on a collaborative team that executed five major Confirmit software upgrades.
❃ Repeatedly recognized for top performance through promotions and employee awards.
Port Washington, NY
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Senior Technical Manager, Panel Operations
Master of Science (MS)
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New York Institute of Technology-Old Westbury
https://www.linkedin.com/school/new-york-institute-of-technology/
B.S.
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University of Madras
https://www.linkedin.com/school/university-of-madras/
Honors Diploma
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National Institute of Information Technology
https://www.linkedin.com/school/national-institute-of-information-technology/
Project Management Institute (PMI)
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Cary, NC
❃ Headed project management details: facility procurement, collaboration with Town of Cary officials, social media & press engagement, speaker coordination, and interfacing with other local community groups.
❃ Event was attended by over 300 Triangle area residents and garnered press coverage on several local news networks.
Town Hall Organization Leadership Team
Science and Technology
NCPMI
https://www.linkedin.com/company/northcarolinapmi
Chaired a monthly Women’s Networking Event at the chapter meetings of North Carolina Project Management Institute (NCPMI). I feel strongly that professionals who are looking for career and/or personal growth resources can benefit greatly from connecting with others and having a system of support to utilize and grow their skills and network.
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Chair, Women's Networking
Scrum Alliance
certification.scrumalliance.org
821808
Certified ScrumMaster®
https://certification.scrumalliance.org/accounts/821808-aarati-ramanand/certifications/1001164-csm
Scrum Alliance
bcert.me
932028
Certified Scrum Product Owner® (CSPO®)
http://bcert.me/safkhxdf
Project Management Institute
www.youracclaim.com
465126
Project Management Professional (PMP)®
https://www.youracclaim.com/badges/32197821-ced4-4ce4-a212-554ef3b4844a/linked_in_profile
Anitha Iyer, PhD
      
          



            
              
        
              
  

    
        When it came time to launch my clinical psychology practice in New York City, I knew that I would need a talented, quick-thinking, meticulous, and diligent project manager to oversee the myriad components of the launch process. Aarati was a natural choice given her demonstrated technical and organizational capabilities, and because I knew she would deliver superior products and thoughtfully implement sustainable processes within the desired timeframe. Aarati exceeded expectations in every respect. With impressive attention to detail, Aarati set up communication channels, arranged billing relationships with vendors, provided branding and logo guidance, developed print content, and organized  materials needed for registering the business. All of the processes she set up were transparent and clear. She additionally insisted on providing me with guidance on maintaining each of these channels and processes on my own ensuring sustainability. The highlight of Aarati’s work on this project is a website she built for my business (www.nyintegrative.com) which continues to impress skilled web developers whom I have shared it with since. Aarati allowed me to successfully launch my business in the most thoughtful and meaningful manner, and made the process enjoyable! She was a pleasure to work with! I would give Aarati my strongest recommendation!  Jeffrey Jackson
      
          



            
              
        
              
  

    
        I had the pleasure of working with Aarati at UBS.  She is highly creative and a very easy-going person to work with.  She handled a very complex project with ease and diligence.  I strongly recommend her for any job that requires quick thinking, great organizational skills and a pleasant demeanor.