Hi, I'm Lasya Petluri, an IT Project Manager with over 9 years of experience specializing in enterprise IT initiatives within the banking and financial services sectors. I've led Salesforce CRM implementations, digital banking transformations, and compliance-driven system projects. I'm passionate about aligning project delivery with strategic business goals and managing cross-functional teams to ensure success. I hold a PMP certification and have hands-on experience with Agile, Waterfall, and hybrid methodologies. I enjoy collaborating closely with stakeholders, driving risk mitigation, and delivering projects that enhance operational efficiency. I'm open to relocation and excited to contribute my expertise to new challenges.

Lasya Petluri

Hi, I'm Lasya Petluri, an IT Project Manager with over 9 years of experience specializing in enterprise IT initiatives within the banking and financial services sectors. I've led Salesforce CRM implementations, digital banking transformations, and compliance-driven system projects. I'm passionate about aligning project delivery with strategic business goals and managing cross-functional teams to ensure success. I hold a PMP certification and have hands-on experience with Agile, Waterfall, and hybrid methodologies. I enjoy collaborating closely with stakeholders, driving risk mitigation, and delivering projects that enhance operational efficiency. I'm open to relocation and excited to contribute my expertise to new challenges.

Available to hire

Hi, I’m Lasya Petluri, an IT Project Manager with over 9 years of experience specializing in enterprise IT initiatives within the banking and financial services sectors. I’ve led Salesforce CRM implementations, digital banking transformations, and compliance-driven system projects. I’m passionate about aligning project delivery with strategic business goals and managing cross-functional teams to ensure success.

I hold a PMP certification and have hands-on experience with Agile, Waterfall, and hybrid methodologies. I enjoy collaborating closely with stakeholders, driving risk mitigation, and delivering projects that enhance operational efficiency. I’m open to relocation and excited to contribute my expertise to new challenges.

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Experience Level

Expert
Expert
Expert
Intermediate

Language

English
Fluent

Work Experience

Business Development & Project Manager at Virtuenix
October 1, 2023 - Present
Delivered IT project leadership for Salesforce CRM implementations across banking and fintech clients. Coordinated system integration projects between Salesforce and banking platforms to streamline customer onboarding and case handling. Conducted UAT planning, sprint reviews, and backlog grooming as part of agile delivery. Managed cross-functional teams of developers, consultants, and QA analysts. Defined project charters, RACI matrices, scope documents, and created stakeholder-ready reports. Facilitated communication between IT, Finance, and Business stakeholders to ensure alignment with project timelines and budgets. Implemented risk management protocols and issue logs to mitigate project delivery delays. Oversaw full project lifecycle from kickoff to hypercare across multiple banking and enterprise clients.
Business Development & Project Manager at Virtuenix
October 1, 2023 - Present
Delivered IT project leadership for Salesforce CRM implementations across banking and fintech clients. Coordinated system integration projects between Salesforce and banking platforms to streamline customer onboarding and case handling. Conducted UAT planning, sprint reviews, and backlog grooming as part of agile delivery. Managed cross-functional teams of developers, consultants, and QA analysts. Defined project charters, RACI matrices, scope documents, and created stakeholder-ready reports. Facilitated communication between IT, Finance, and Business stakeholders to ensure alignment with project timelines and budgets. Implemented risk management protocols and issue logs to mitigate project delivery delays. Oversaw full project lifecycle from kickoff to hypercare across multiple banking and enterprise clients.
Sales Advisory Specialist at Regalix
September 30, 2022 - August 2, 2025
Led cross-functional client onboarding and campaign implementation projects for BFSI clients, ensuring alignment with IT, marketing, and compliance teams. Created and maintained project plans, risk logs, and performance dashboards to support data-driven decision-making and track key milestones for enterprise clients. Delivered consultative solutions around campaign optimization and reporting automation, driving measurable improvements in client KPIs and operational efficiency. Collaborated with analytics and engineering teams to develop customized dashboards and reporting frameworks, improving visibility into customer behavior and campaign performance. Facilitated requirement-gathering sessions and data migration projects, ensuring accurate tagging, secure handling of financial data, and successful implementation within banking systems. Acted as a liaison between business stakeholders and technical teams, translating client needs into actionable project plans aligned with strategic goa
Sales Advisory Specialist at Regalix
September 30, 2022 - August 2, 2025
Led cross-functional client onboarding and campaign implementation projects for BFSI clients, collaborating with IT, marketing, and compliance teams. Created and maintained project plans, risk logs, and performance dashboards to support data-driven decision-making and track key milestones. Delivered consultative solutions around campaign optimization and reporting automation, improving client KPIs and operational efficiency. Collaborated with analytics and engineering teams to develop customized dashboards and reporting frameworks to enhance visibility into customer behavior and campaign performance. Facilitated requirement-gathering sessions and data migration projects while ensuring secure handling of financial data within banking systems. Acted as liaison between business stakeholders and technical teams, translating client needs into actionable project plans aligned with strategic goals. Provided regular project updates and risk assessments to senior stakeholders ensuring regulator
Senior Business Process Associate at Tata Consultancy Services (TCS)
November 30, 2019 - August 2, 2025
Analyzed end-to-end automotive financial transaction flows and dealer operations to identify process inefficiencies and risk areas across financial services systems. Created comprehensive Standard Operating Procedures (SOPs) and business documentation that supported IT system audits and compliance initiatives. Delivered actionable, data-driven recommendations to enhance financial reporting accuracy, reconciliation timelines, and audit readiness for banking processes. Developed As-Is and To-Be process models using BPM tools to support digital transformation efforts and system enhancement projects. Built and maintained RACI matrices and Gantt charts to clarify project roles, timelines, and dependencies across business and IT stakeholders. Managed and optimized offshore reporting tools used for financial data aggregation, variance analysis, and reconciliation in line with banking standards. Collaborated with cross-functional teams including finance, IT, and operations to streamline proces
Senior Business Process Associate at Tata Consultancy Services (TCS)
November 30, 2019 - August 2, 2025
Analyzed end-to-end automotive financial transaction flows and dealer operations to identify process inefficiencies and risk areas across financial services systems. Created comprehensive Standard Operating Procedures and business documentation supporting IT audits and compliance. Delivered actionable data-driven recommendations to improve financial reporting accuracy and audit readiness. Developed As-Is and To-Be process models using BPM tools for digital transformation initiatives. Built and maintained RACI matrices and Gantt charts to clarify project roles and timelines. Managed and optimized offshore reporting tools for financial data aggregation and variance analysis. Collaborated with cross-functional teams across finance, IT, and operations to streamline processes and support technology implementations globally. Contributed to continuous improvement initiatives by identifying automation opportunities aligned with internal controls and governance.
Consultant at Unisys
June 30, 2017 - August 2, 2025
Acted as a consulting liaison between client stakeholders and development teams, translating regulatory compliance requirements into scalable IT system functionalities. Conducted discovery sessions with global client teams to identify workflow gaps and recommend process improvements using technology-driven solutions. Created Business and Functional Requirement Documents (BRDs/FRDs) and workflow diagrams to support development of regulatory audit and inspection modules. Collaborated with solution architects and QA teams to align solution design with compliance standards, project goals, and industry best practices. Facilitated stakeholder workshops and product demos to present prototypes of compliance dashboards and automated audit reporting tools. Delivered project status updates, risk logs, and escalation reports to client-side project managers, ensuring proactive issue resolution and alignment with project timelines.
Consultant at Unisys
June 30, 2017 - August 2, 2025
Acted as consulting liaison between client stakeholders and development teams, translating regulatory compliance requirements into scalable IT system functionalities. Conducted discovery sessions with global teams to identify workflow gaps and recommend process improvements through technology-driven solutions. Created Business and Functional Requirement Documents and workflow diagrams supporting regulatory audit and inspection modules. Collaborated with solution architects and QA teams to ensure alignment of solution design with compliance standards and project goals. Facilitated stakeholder workshops and product demos to present compliance dashboards and automated audit reporting tools. Delivered project status updates, risk logs, and escalation reports to client project managers ensuring proactive issue resolution and project alignment.
Customer Support Officer at Mphasis
April 30, 2016 - August 2, 2025
Provided front-line support for TD Canada Trust clients, resolving banking product and service inquiries while adhering to regulatory and compliance protocols. Acted as a liaison between customers and internal teams to escalate and resolve technical or transactional issues, ensuring timely and accurate resolution. Maintained detailed documentation of customer interactions, contributing to quality audits, compliance tracking, and process improvement efforts. Identified recurring customer pain points and collaborated with internal teams to recommend workflow enhancements and service delivery improvements. Gained hands-on experience with banking systems and processes, building foundational knowledge of financial services operations, fraud prevention, and client data handling. Delivered consistent performance on KPIs such as first-call resolution, customer satisfaction, and SLA adherence in a high-volume support environment.
Customer Support Officer at Mphasis
April 30, 2016 - August 2, 2025
Provided front-line support for TD Canada Trust clients, resolving banking product and service inquiries while adhering to regulatory and compliance protocols. Acted as liaison between customers and internal teams to escalate and resolve technical or transactional issues, ensuring timely and accurate resolution. Maintained detailed documentation of customer interactions contributing to quality audits, compliance tracking, and process improvement efforts. Identified recurring customer pain points and collaborated with internal teams to recommend workflow and service delivery enhancements. Gained foundational knowledge of financial services operations, fraud prevention, and client data handling. Delivered consistent performance on KPIs such as first-call resolution, customer satisfaction, and SLA adherence in a high-volume environment.

Education

Bachelor of Technology at KSRM College Of Engineering
October 1, 2010 - June 30, 2014
Bachelor of Technology at KSRM College Of Engineering Kadapa
October 1, 2010 - June 30, 2014

Qualifications

Certificate of Proficiency in Business Analytics
March 1, 2025 - March 31, 2025
PMP - Project Management Professional
September 1, 2024 - September 30, 2024
Certification in Data Science and AI
November 1, 2019 - November 30, 2019
Certification in Tableau
November 1, 2019 - November 30, 2019
Certificate of Proficiency in Business Analytics
March 1, 2025 - March 31, 2025
PMP - Project Management Professional
September 1, 2024 - September 30, 2024
Certification in Data Science and AI
November 1, 2019 - November 30, 2019
Certification in Tableau
November 1, 2019 - November 30, 2019

Industry Experience

Financial Services, Software & Internet, Professional Services