Navpreet Parmar

Head of FI Partnerships at SHIFT Open Finance Community
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Location
Bexley, UK
Languages
  • English -

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5.0

/5.0
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Dev Shah

Navpreet was an intern in our team, but you would never have guessed. An amazing person that filled an important role at a critical point. She undertook the work and fulfilled it in a mature and professional manner. HIGHLY recommended.

Mark O.

I have worked with Navi several times on a variety of university projects, and I have always been impressed with her work ethic and professionalism. As well as a competent programmer, Navi is an excellent communicator and a great team worker. In one particular project, working with the Chelsea and Westminster NHS Trust, Navi served as a liaison between the team and the client. She did an excellent job of handling communication in both directions, and translating objectives and accomplishments between business and technical languages. Navi is a talented and hard-working individual, and I would be very happy to recommend her for both client-facing and internal development roles.

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Credentials

  • Certified SAFe® 5 Product Owner/Product Manager
    Scaled Agile, Inc.
    Feb, 2021
    - Sep, 2024
  • ISTQB-BCS Certified Tester Foundation Level
    -

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Head of FI Partnerships
      • Sep 2023 - Present
    • United Kingdom
    • Business Consulting and Services
    • 1 - 100 Employee
    • Managing Consultant
      • May 2023 - Present
    • Ireland
    • Business Consulting and Services
    • 700 & Above Employee
    • Business & Tech Integration Senior Consultant
      • Sep 2017 - May 2023

      Lead the delivery of multiple technology consultancy projects within the Financial Services Sector. Clients served involved Tier 1 Global Retail and Investment Banks Internally operated as the Women in Tech Operations Lead for Accenture Technology and then moved into becoming the People Advocate Network (PAN) Lead for FS IPD Tech Lead the delivery of multiple technology consultancy projects within the Financial Services Sector. Clients served involved Tier 1 Global Retail and Investment Banks Internally operated as the Women in Tech Operations Lead for Accenture Technology and then moved into becoming the People Advocate Network (PAN) Lead for FS IPD Tech

    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Analysis and Business Solutions (ABS) - RBS Services
      • Jun 2017 - Aug 2017

      Managed testing activities for the User Acceptance Test (UAT) Cycle. Based in the Investment Solutions team within Private Banking Change Management (PBCM) and working on Regulatory Change projects such as MiFID II, the role involved supporting the Test Manager with daily testing activities to then moving on to independently managing the User Acceptance Testing (UAT) Cycle. Assisted the Senior Project Manager in following up on marketing brief activities owned by Coutts staff… Show more Managed testing activities for the User Acceptance Test (UAT) Cycle. Based in the Investment Solutions team within Private Banking Change Management (PBCM) and working on Regulatory Change projects such as MiFID II, the role involved supporting the Test Manager with daily testing activities to then moving on to independently managing the User Acceptance Testing (UAT) Cycle. Assisted the Senior Project Manager in following up on marketing brief activities owned by Coutts staff Assisted the Junior Project Manager in preparing upcoming project plans - Assisted various Business Analysts in preparing test scripts and test plans. - Ensuring test scripts coordinated with the business requirements. - Supported the relevant stakeholders in updating their daily test progress into JIRA. - Providing training on the software and running reports ahead of Project & Programme Boards. - Managed and followed up on the overall executed tests and defects to ensure deadlines were met. - Planned project activities and project plans for upcoming regulatory projects in the next cycle. - Prepared Marketing Brief drafts for Personal Business Banking (PBB) Clients informing changes in client Terms & Conditions (T&Cs) - Prepared project plan drafts for existing as well as upcoming projects - Took notes (minutes) in project boards on behalf of the relevant project managers - Owned tasks and following up - Prepared a Quarterly programme plan draft for the Investment Solutions Programme Manager Key Achievements: - Stakeholder Management - Test Management - Regulatory Change Impact - Keeping the Positive Attitude - Communication - Project Management & Business Analyst career paths Show less Managed testing activities for the User Acceptance Test (UAT) Cycle. Based in the Investment Solutions team within Private Banking Change Management (PBCM) and working on Regulatory Change projects such as MiFID II, the role involved supporting the Test Manager with daily testing activities to then moving on to independently managing the User Acceptance Testing (UAT) Cycle. Assisted the Senior Project Manager in following up on marketing brief activities owned by Coutts staff… Show more Managed testing activities for the User Acceptance Test (UAT) Cycle. Based in the Investment Solutions team within Private Banking Change Management (PBCM) and working on Regulatory Change projects such as MiFID II, the role involved supporting the Test Manager with daily testing activities to then moving on to independently managing the User Acceptance Testing (UAT) Cycle. Assisted the Senior Project Manager in following up on marketing brief activities owned by Coutts staff Assisted the Junior Project Manager in preparing upcoming project plans - Assisted various Business Analysts in preparing test scripts and test plans. - Ensuring test scripts coordinated with the business requirements. - Supported the relevant stakeholders in updating their daily test progress into JIRA. - Providing training on the software and running reports ahead of Project & Programme Boards. - Managed and followed up on the overall executed tests and defects to ensure deadlines were met. - Planned project activities and project plans for upcoming regulatory projects in the next cycle. - Prepared Marketing Brief drafts for Personal Business Banking (PBB) Clients informing changes in client Terms & Conditions (T&Cs) - Prepared project plan drafts for existing as well as upcoming projects - Took notes (minutes) in project boards on behalf of the relevant project managers - Owned tasks and following up - Prepared a Quarterly programme plan draft for the Investment Solutions Programme Manager Key Achievements: - Stakeholder Management - Test Management - Regulatory Change Impact - Keeping the Positive Attitude - Communication - Project Management & Business Analyst career paths Show less

    • Brazil
    • Engineering Services
    • 1 - 100 Employee
    • Project Management Intern - Data Centre Consolidation (DCC)
      • Jul 2016 - Sep 2016

      Managed the Cardiff Data Center Consolidation (DCC) project. The project involved ensuring all servers based in the Data Center in Cardiff were either decommissioned or migrated to cloud with an end goal of closing down the Data Center saving the business's Cost: Income ratio. My role involved coordinating the resources and timelines for the project, working with business and technical teams to ensure each issue and activity was efficiently executed to the right owners. - Connected with… Show more Managed the Cardiff Data Center Consolidation (DCC) project. The project involved ensuring all servers based in the Data Center in Cardiff were either decommissioned or migrated to cloud with an end goal of closing down the Data Center saving the business's Cost: Income ratio. My role involved coordinating the resources and timelines for the project, working with business and technical teams to ensure each issue and activity was efficiently executed to the right owners. - Connected with GE employees worldwide to exchange knowledge on the process of migrating/decommissioning servers. - Provided weekly updates (written and verbal) to management based in the USA - Hosted requirement gathering meetings with the stakeholders and developers - Feedback any issues to management and stakeholders when necessary - Identified changes in the requirements and accordingly raise change requests - Identified service/process improvement areas. - Prepared project plans and weekly checklists for better management - Hosted project boards/update meetings for the team to discuss issues and provide progress updates Key Achievements: - Project Management Skills - Stakeholder Management Skills - Communication Skills - Change and Process Improvements - Business Relationships - Multi tasking activities Show less Managed the Cardiff Data Center Consolidation (DCC) project. The project involved ensuring all servers based in the Data Center in Cardiff were either decommissioned or migrated to cloud with an end goal of closing down the Data Center saving the business's Cost: Income ratio. My role involved coordinating the resources and timelines for the project, working with business and technical teams to ensure each issue and activity was efficiently executed to the right owners. - Connected with… Show more Managed the Cardiff Data Center Consolidation (DCC) project. The project involved ensuring all servers based in the Data Center in Cardiff were either decommissioned or migrated to cloud with an end goal of closing down the Data Center saving the business's Cost: Income ratio. My role involved coordinating the resources and timelines for the project, working with business and technical teams to ensure each issue and activity was efficiently executed to the right owners. - Connected with GE employees worldwide to exchange knowledge on the process of migrating/decommissioning servers. - Provided weekly updates (written and verbal) to management based in the USA - Hosted requirement gathering meetings with the stakeholders and developers - Feedback any issues to management and stakeholders when necessary - Identified changes in the requirements and accordingly raise change requests - Identified service/process improvement areas. - Prepared project plans and weekly checklists for better management - Hosted project boards/update meetings for the team to discuss issues and provide progress updates Key Achievements: - Project Management Skills - Stakeholder Management Skills - Communication Skills - Change and Process Improvements - Business Relationships - Multi tasking activities Show less

    • Software Engineering Associate (Intern)
      • Jul 2015 - Jul 2016

      Managed Defects during the testing phase for my first project which involved working for a Communications and Media Client. Assisted contractors in maintaining the client database as part of my second role as a Assistant Database Administrator. Tested Software Robots as part of my second project which involved working for a Financial Services Client. This role involved working with clients to collect test data and running a number of test scripts per day in order to align with the test… Show more Managed Defects during the testing phase for my first project which involved working for a Communications and Media Client. Assisted contractors in maintaining the client database as part of my second role as a Assistant Database Administrator. Tested Software Robots as part of my second project which involved working for a Financial Services Client. This role involved working with clients to collect test data and running a number of test scripts per day in order to align with the test run book and meet long term goals, raise any bugs discovered during testing to the developers for fix and retest. - Provided defect tracking and management, trouble shoot, triage defect found during testing. - Supported a multi-vendor testing staff executing testing. - Learnt and supported all aspects of the Defect and Testing Process. - Provided guidance to the Performance Acceptance Test (PAT) team with their day to day activities. - Demonstrated excellent Management and Leaderships Skills. - Managed the Distribution Lists (DL) and Test Comms for the team and management - Regularly updated the Response Time Tracker (RTT) Report - On boarded and Trained new members of the team - Attended Requirements gathering sessions with clients on client site. - Prepared Test Scripts for the Robotic Process Automation (RPA) processes - Executed Test Planning activities for the Oracle Communications and Order Service Management Upgrade (OSM 7.2.4) Key Achievements: - Management and Leadership Skills - Client relationship - Defect management - SQL - Training and On boarding - Requirements Gathering and Analysis - Organisational skills - Team work - Taking Ownership and Following Up (TOFU) Show less Managed Defects during the testing phase for my first project which involved working for a Communications and Media Client. Assisted contractors in maintaining the client database as part of my second role as a Assistant Database Administrator. Tested Software Robots as part of my second project which involved working for a Financial Services Client. This role involved working with clients to collect test data and running a number of test scripts per day in order to align with the test… Show more Managed Defects during the testing phase for my first project which involved working for a Communications and Media Client. Assisted contractors in maintaining the client database as part of my second role as a Assistant Database Administrator. Tested Software Robots as part of my second project which involved working for a Financial Services Client. This role involved working with clients to collect test data and running a number of test scripts per day in order to align with the test run book and meet long term goals, raise any bugs discovered during testing to the developers for fix and retest. - Provided defect tracking and management, trouble shoot, triage defect found during testing. - Supported a multi-vendor testing staff executing testing. - Learnt and supported all aspects of the Defect and Testing Process. - Provided guidance to the Performance Acceptance Test (PAT) team with their day to day activities. - Demonstrated excellent Management and Leaderships Skills. - Managed the Distribution Lists (DL) and Test Comms for the team and management - Regularly updated the Response Time Tracker (RTT) Report - On boarded and Trained new members of the team - Attended Requirements gathering sessions with clients on client site. - Prepared Test Scripts for the Robotic Process Automation (RPA) processes - Executed Test Planning activities for the Oracle Communications and Order Service Management Upgrade (OSM 7.2.4) Key Achievements: - Management and Leadership Skills - Client relationship - Defect management - SQL - Training and On boarding - Requirements Gathering and Analysis - Organisational skills - Team work - Taking Ownership and Following Up (TOFU) Show less

    • France
    • Wireless Services
    • Technology One Week Work Experience
      • Nov 2014 - Nov 2014

      Pair Programmed with different members of the Technology team each day assisting in the development of an application for the Human Resources Department at Sky that would allow the recruitment team to update students on Sky’s career events and to contact the students post these events. - Built relationships with internal stakeholders - Demonstrated adaptability skills through working with different team members each day - Demonstrated technical skills learnt at university Pair Programmed with different members of the Technology team each day assisting in the development of an application for the Human Resources Department at Sky that would allow the recruitment team to update students on Sky’s career events and to contact the students post these events. - Built relationships with internal stakeholders - Demonstrated adaptability skills through working with different team members each day - Demonstrated technical skills learnt at university

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Front end Web Developer and Site Administrator (Summer Internship)
      • Jun 2014 - Sep 2014

      Redesigned and Developed our client's Wealth Management website. The work involved participating in team meetings for requirements gathering, brainstorming design ideas with the design team and accordingly developing the website with constant feedback from the stakeholders. - Proposed suggestions on the design/layout of the website. - Prepared agendas prior to project boards. - Followed up on feedback from project boards and accordingly make changes - Assisted management with… Show more Redesigned and Developed our client's Wealth Management website. The work involved participating in team meetings for requirements gathering, brainstorming design ideas with the design team and accordingly developing the website with constant feedback from the stakeholders. - Proposed suggestions on the design/layout of the website. - Prepared agendas prior to project boards. - Followed up on feedback from project boards and accordingly make changes - Assisted management with day to day admin work. Key Achievements: - Contributed to the development of the website which is now live. - Learnt Client-Relationship Management - Trained online in technical skills such as HTML/CSS and /JavaScript Show less Redesigned and Developed our client's Wealth Management website. The work involved participating in team meetings for requirements gathering, brainstorming design ideas with the design team and accordingly developing the website with constant feedback from the stakeholders. - Proposed suggestions on the design/layout of the website. - Prepared agendas prior to project boards. - Followed up on feedback from project boards and accordingly make changes - Assisted management with… Show more Redesigned and Developed our client's Wealth Management website. The work involved participating in team meetings for requirements gathering, brainstorming design ideas with the design team and accordingly developing the website with constant feedback from the stakeholders. - Proposed suggestions on the design/layout of the website. - Prepared agendas prior to project boards. - Followed up on feedback from project boards and accordingly make changes - Assisted management with day to day admin work. Key Achievements: - Contributed to the development of the website which is now live. - Learnt Client-Relationship Management - Trained online in technical skills such as HTML/CSS and /JavaScript Show less

    • Sales Assistant
      • Jun 2012 - Jun 2014

      Maximised sales by providing continuous support to customers on a shift basis. This included working behind the till, educating customers on a vast range of company products and their benefits, encouraging customers to sign up to the company newsletter in order to remain in touch with the latest promotional offers. - Provided excellent customer service support to a wide range of customers. - Multitasked between customers to ensure each service was delivered to an exceptional… Show more Maximised sales by providing continuous support to customers on a shift basis. This included working behind the till, educating customers on a vast range of company products and their benefits, encouraging customers to sign up to the company newsletter in order to remain in touch with the latest promotional offers. - Provided excellent customer service support to a wide range of customers. - Multitasked between customers to ensure each service was delivered to an exceptional level. - Updated the company database with customer information for statistics purposes. - Kept all customer information confidential by adhering to Paperchase's Data Protection Policies. - Counted sales made at the end of the day and updating the sales made into the system. - Ensured the discrepancy between sales counted and till update was little to none. Key Achievements: - Awarded Employee of the Month (Feb 2014) for exceeding Sales Targets & Customer Service - Developed Communication, Time management, Leadership and Customer Service skills. Show less Maximised sales by providing continuous support to customers on a shift basis. This included working behind the till, educating customers on a vast range of company products and their benefits, encouraging customers to sign up to the company newsletter in order to remain in touch with the latest promotional offers. - Provided excellent customer service support to a wide range of customers. - Multitasked between customers to ensure each service was delivered to an exceptional… Show more Maximised sales by providing continuous support to customers on a shift basis. This included working behind the till, educating customers on a vast range of company products and their benefits, encouraging customers to sign up to the company newsletter in order to remain in touch with the latest promotional offers. - Provided excellent customer service support to a wide range of customers. - Multitasked between customers to ensure each service was delivered to an exceptional level. - Updated the company database with customer information for statistics purposes. - Kept all customer information confidential by adhering to Paperchase's Data Protection Policies. - Counted sales made at the end of the day and updating the sales made into the system. - Ensured the discrepancy between sales counted and till update was little to none. Key Achievements: - Awarded Employee of the Month (Feb 2014) for exceeding Sales Targets & Customer Service - Developed Communication, Time management, Leadership and Customer Service skills. Show less

Education

  • King's College London
    Bachelor's degree, Computer Science with Management
    2013 - 2017

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