Lokesh Bansal PMP

Experience

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  Bank of America

  Dec 2007 - Dec 2009

  Financial Analyst

  1 )Reconciliation of GL A/C 2) Working on Bank Reconciliation Statements (BRS) of client Researching on client’s account and resolution within in the time frame.Making adjustments in accounts3) Preparing and analysis of account discrepancy reports for the clients Handling escalation matrix4) Analyze report for Line of Business and provide recommendations to improve the quality scores5) Preparing and handling reports for line of business (LOB)6) Preparing presentation for Line of Business7)Audit of US onshore Clients8) Maintained repository and handing data required by higher management9) Preparing and Analysis of audit report for line of business (LOB)10) Preparing daily, weekly and monthly Audit reports. 11) Responsible to maintain accounts of Bank of America’s corporate client12) Creating presentation on different process modules and present them Stateside Managers on monthly conference call Show less

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  Metlife Global

  Dec 2009 - Apr 2011

  PMO Associate

  • Create project reports that provide decision making transparency to management.• Keep tracking for monthly provision & accruals and Prepare MIS on weekly, monthly and quarterly.• Designing Standard Operating Procedure (SOP) of different processes• Creating weekly/monthly status reports, discussing it with Top management, identifying the issues/concerns and proposed solution.

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  Aon

  Apr 2011 - Nov 2012

  Resource Manager(PMO)

  • Managing global process and standards for effective governance of portfolio and programme delivery across Change portfolios.• Equip Project Managers with the tools, knowledge, and opportunities they need to develop and become more effective.• Analyzing, validating the reports and preparing recommendations as required, managing project finance and ensure Budget Accuracy. • Project planning, time and cost estimation, monitoring and control, calculating variances, and ensuring Demand Vs Supply for the program/project. Maintaining master program schedule as well as PMO share point site.• Discussion of various findings with stakeholders and resolving issues related to projects slippage reasons, Mitigation and Resolution Plans.• Perform Project Quality reviews. Show less

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  RBS

  Nov 2012 - Sept 2016

  PMO Manager

  • Played a significant role in transition of multiple PMO processes to India.• Managing Portfolios, Programmes and Projects at Global Level.• Implemented project management methodology, framework and processes based on industry best practice but tailored to the organizational culture.• Establish EPMO to governance, projectportfolio management best practices, mentoring, tools and standardized processes.• Ensuring timely and consistent communication to stakeholders on progress, impacts, and changes associated with management of the portfolio e.g. Finance change Board (FCB)• Ensure that all PM systems, standards and best practices are used and maintained across the Programme.• Provide recommendations supported by analysis for prioritization of projects and allocation of resources.• Managed team of 3 direct reports consisting of Project Analysts and Sr. Project Analyst.• Consistency of review traffic lights through scrutiny and challenge for enhanced predictability of delivery in terms of time, cost and requirements leading to better resource management and relationships with business.• Change Management Monitoring and tracking in various Cross function• Review and manage Project plan using timelines, resource allocation and resource leveling.• Act as the primary communication and escalation point (for Global PMO) throughout the Finance Change division for both business unit specific and PMO led initiatives. • Organize workshops to identify areas of improvement for projects, documenting recommendations. Show less

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  HSBC

  Sept 2016 - now

  Sr. Consultant Specialist (PMO Lead)

  • Deploying, tailoring and enhancing of the Governance strategy, including methodology, framework; processes and templates across all programs.• Reviewing business cases with PMs for any revision in scope; budget or time on monthly/quarterly basis.• Review project plan and benefits are aligned to business case.• Accountable for Change management by providing expertise in methodologies, Processes, Techniques, Reporting and tools for change management (portfolio, programme and project management).• Involved in Implementation of different capabilities like Governance Model, Financial Management, Resource Management, RAID; Business case reviews; Reporting and Metrics, and Communications.• Responsible for tracking and monitoring progress of project as well as coordinate delivery dates, and generate, update and improve project strategies and methodologies Show less