Tulsi Patel

Experience

• 

  Raymond James

  Sept 2011 - Mar 2013

  •Analyzed and identified system performance issues. •Developed solutions with external IT vendor for correction of system discrepancies affecting the reconciliation of financial data. •Acted as a subject matter expert on Scivantage MAXIT cost basis software. •Led the quality assurance testing for the conversion of Morgan Keagan’s financial data onto Scivantage MAXIT cost basis software.•Co-authored the internal company intranet for knowledge building.

  • Portfolio Reconciliation Analyst

    Jan 2013 - Mar 2013

  • Portfolio Reporting & Pricing Associate

    Sept 2011 - Dec 2012
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  MetLife

  Mar 2013 - Jun 2018

  Business Consultant

  •Lead the transformation of legacy systems onto Oracle PeopleSoft Ledgers in EMEA and LATAM region from project initiation to deployment. •Conducted legacy system analysis to determine implementation method and document technical solutions and business requirements. •Managed international project initiation between local team and global partners through onboard presentations.•Developed project timeline and tracked progress to ensure project milestones are completed on time.•Evaluated and devised testing strategies for the system across different test environments.•Coordinated with development team for the completion of change requests and defect resolution.•Trained end-users on PeopleSoft functionalities and Frontier system reconciliation.•Designed and deployed automated reconciliation reports in Oracle BI Publisher, resulting in a streamlined system reconciliation process for MetLife Europe.•Designed and launched quality metrics and productivity metrics for the Enterprise System and Architecture organization, resulting in improvement of management reporting and project planning by 35%. Show less

• 

  Infosys Consulting

  Jun 2018 - Nov 2018

  Lead Consultant (Associate) - Product Owner
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  Monticello Consulting Group

  Nov 2018 - Oct 2022

  • Manager Management Consulting

    Jan 2021 - Oct 2022

  • Senior Management Consultant

    Nov 2018 - Jan 2021
• 

  UBS

  Nov 2022 - now

  • Director of Product Management

    Jul 2023 - now

  • Director - Group Internal Consulting

    Nov 2022 - Jul 2023