Shrey Patel

About Shrey Patel

I’m a dynamic Project Manager and Business Intelligence professional with a proven track record of leading complex implementations, migrations, and financial product rollouts for credit unions and financial institutions. As an IBM Cognos Reporting & Analytics Subject Matter Expert (SME), I harness advanced SQL to deliver powerful reports and dashboards, empowering stakeholders to make informed, data-driven decisions.

Experience

1. Implementation Analyst Ii

   Fiserv

   Apr 2025 — Present

   Work Directly with Stakeholders, managing all or part of Implementation of new financial products, mergers, migrations, conversions of clients in the Credit Union division- Serve as the Subject Matter Expert (SME) for IBM Cognos, leveraging advanced SQL queries to develop reports and dashboards that support data-driven decision-making for financial institutions- Lead the seamless migration of client data to a cutting-edge software platform, ensuring the accurate conversion of member-specific data and institutional assets, managing portfolios up to $300 million- Coordinate and support internal teams, senior leadership and external stakeholders, including Stakeholders and third-party partners, to ensure the successful, high-quality, and timely completion of project implementations- Lead automation efforts for financial reporting, optimizing workflows and securely delivering reports to third-party partners or servers via SFTP- Collaborate with product managers and engineers to enhance IBM Cognos reporting and analytics, automating processes to improve efficiency for financial institutions- Work closely with sales to demo IBM Cognos and core processor solutions for clients, developing tailored strategies to closedeals.

Education

• NJIT Ying Wu College Of Computing

  Bachelor's degree, Information Technology