Puneet Ramini

Led end-to-end management of multiple client and internal technology initiatives for early-stage startups, using Confluence to track progress and deliver projects on schedule. Partnered with founders to translate business goals into technical requirements, roadmaps, timelines, and milestones to ensure alignment and minimize scope changes. Managed cross-functional teams of developers, designers, analysts, and external vendors, coordinating work through sprint planning in Confluence to maintain release cadence. Owned planning, sprint coordination, dependency tracking, and risk management across concurrent workstreams using Agile and hybrid delivery models, reducing project risks and improving on-time delivery. Supported system implementations, dashboards, and analytics tools by gathering requirements, overseeing UAT, tracking defects, and ensuring go-live readiness, leading to successful launches with minimal post-go-live issues. Assisted with CRM onboarding activities and contributed to

Supported multiple early-stage startups in building financial models, ROI tools, and revenue forecasts to align business goals with project and investment strategies. Documented workflows, SOPs, and project milestones to strengthen planning and cross-team coordination. Collaborated with innovation and leadership teams to translate strategic goals into measurable outcomes, improving roadmap clarity and execution tracking. Contributed to the project governance framework by ensuring documentation accuracy and timely status updates across initiatives.

Supported multiple financial services engagements within the PMO, coordinating deliverables across 100+ analysts, consultants, and client stakeholders. Managed team operations including onboarding/offboarding, PTO tracking, timesheet corrections, access and license requests, and weekly status cadences to ensure smooth project delivery. Built and automated weekly/quarterly production and performance dashboards using Excel and VBA, improving reporting accuracy and reducing manual effort by approximately 40%. Prepared executive-level reports and presentations summarizing delivery milestones, KPIs, risks, and capacity insights to support leadership decisions on performance and resourcing. Analyzed project performance and process-efficiency metrics across workstreams using SQL and data-validation techniques, identifying opportunities to increase visibility and drive improvements. Worked with enterprise CRM and case management tools to support client workflows, reporting, and data accuracy i