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Product Management · Treasury · Fintech

Jordan
Almeida

Experienced product leader driving innovation at the intersection of treasury technology, trade finance, and digital payments. Based in Mumbai Metropolitan Region.

Treasury Tech Supply Chain Finance Wealth Tech Trade Finance Agile PM
JA
Jordan Almeida
Product Management & Strategy
📍 Mumbai, India
18+
Yrs Exp
12+
Treasury Exp.
About Me

Product thinking meets
financial depth

Product Strategist building the next generation of fintech and treasury technology platforms.

Certifications
Product Management First Steps
Product Management: Building a Product Roadmap
LinkedIn AI Academy — AI-100: Demystifying AI
Introduction to PostgreSQL
AI Foundations: Machine Learning

I work at the intersection of fintech, banking technology, and enterprise software, building products that simplify complex financial systems. Over the past 18+ years, I have built my career in the treasury technology and financial domain, working across the entire lifecycle of enterprise products — from early market understanding and product strategy to implementation, customer adoption, and long-term product evolution.

I have spent years working closely with corporate treasurers, CFO offices, banks, and financial institutions, helping translate complex financial processes into scalable software platforms. This experience has deeply shaped how I approach product building — with a strong emphasis on practical usability, domain depth, and long-term system thinking.

Beyond my professional work, I actively explore the future of financial infrastructure — writing and sharing insights on topics such as digital finance, stablecoins, CBDCs, and the evolving architecture of money. I also run Product Innoverse, a newsletter where I reflect on product management philosophy, strategy, and the craft of building meaningful technology products.

At its core, my work is driven by a simple belief:

Great financial technology should make complex systems feel simple.

Core Skills
Product Strategy Product Roadmap User Research Agile / Scrum Treasury Management Trade Finance Supply Chain Finance Wealth Tech Cross-functional Leadership Problem Solving
Expertise

Where I create impact

Deep domain knowledge across enterprise fintech, product management, and emerging financial technology.

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Treasury Technology
Deep expertise in treasury management platforms covering money market, forex, derivatives, investment modules, and enterprise liquidity management.
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Supply Chain Finance
Core team member for the development and go-to-market of enterprise SCF SaaS solutions connecting corporates with their supplier ecosystems.
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Trade Finance
Implemented trade finance modules for large corporate clients, covering letters of credit, bank guarantees, and complex cross-border payment flows.
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Product Management
Skilled in product vision, user research, roadmap building, Agile development, and cross-functional leadership to ship products that drive measurable results.
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Fintech & Crypto Insights
Actively writing on cryptocurrency, stablecoins, CBDC, DeFi infrastructure, and the digitisation of traditional banking and treasury workflows.
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Client Implementation
Led successful implementations across treasury, investment, and trade finance modules — managing cross-location teams and complex enterprise stakeholder environments.
Experience

Career Journey

May 2026
Onwards
CashInvoice
Vice President of Product Strategy
Lead the product vision and strategy for a treasury management platform serving corporate treasurers and financial institutions. Own end-to-end product development across core modules (cash & liquidity management, FX risk management, payments orchestration, investments, and trade finance), from market research and roadmap prioritization through go-to-market execution and post-launch optimization.
Product StrategyProduct RoadmapTreasury ManagementStrategic Leadership
Oct 2023
Mar 2025
IBSFINtech
Associate Director, Product
Contributed to product roadmap planning and cross-functional collaboration for an enterprise treasury technology platform. Worked closely with business, engineering, and sales teams to support product development and market positioning across treasury, trade finance, and supply chain finance verticals.
Product VisionRoadmap StrategyTreasury TechLeadership
Feb 2023
Sep 2023
IBSFINtech
Product Manager
Owned the end-to-end product lifecycle across discovery, requirement definition, stakeholder alignment, and release — ensuring modules were purpose-built for the complex operational realities of treasury, trade finance, and cash management environments. Partnered cross-functionally with engineering, design, and sales to translate deep domain knowledge into high-impact product features — bridging the gap between client-side treasury operations and delivery.
Product ManagementAgileUser ResearchSaaS
Sep 2018
Feb 2023
IBSFINtech
Product Implementation Manager
Led end-to-end implementation of investment and finance modules for large corporate clients. Managed technical account teams, ensuring consistent delivery standards and client satisfaction across geographies. Drove new hire onboarding and capability building, while maintaining proactive customer success relationships to maximize platform adoption and long-term retention.
Supply Chain FinanceInvestment ModulesTeam LeadershipCustomer Success
Oct 2014
Sep 2018
IBM
Treasury Application Consultant
Led multi-application support teams for large-scale banking clients, managing a diverse portfolio spanning Treasury (Money Market, Forex, and Derivatives), Microfinance, and HR platforms. Ensured operational continuity and release stability through rigorous UAT governance, structured vendor coordination, and active participation in Change Advisory Board (CAB) processes — bringing delivery discipline to high-stakes, regulated banking environments. Championed organizational resilience by directing Disaster Recovery (DR) drills, stress-testing critical banking infrastructure against failure scenarios and ensuring business continuity readiness across client environments.
Treasury ApplicationsForex / DerivativesUATVendor Management
Feb 2014
Sep 2014
Nityo Infotech
Business Analyst
Led multi-application support operations across a mission-critical portfolio of core banking systems — spanning Treasury trading applications (Money Market, Forex, and Derivatives), Microfinance, HR, and SWIFT Banking infrastructure. Coordinated cross-functional teams to ensure zero-tolerance uptime standards for high-value, time-sensitive financial platforms where system stability directly impacted trading and settlement outcomes. Owned end-to-end release governance including UAT deployments, patch lifecycle management, and structured issue resolution — serving as the primary bridge between internal stakeholders and external vendors to drive accountability, reduce resolution turnaround, and maintain delivery integrity across concurrent engagements.
Application SupportBankingUATSWIFT
Feb 2013
Dec 2013
IYCON
Business Analyst
Delivered the QPR Performance Management solution for ASHGHAL, Qatar — one of the region's most significant public infrastructure authorities — translating high-level strategic objectives into measurable KPIs, executive dashboards, and actionable performance intelligence. Led the development of advanced reporting modules and client-facing POCs that directly supported business development pipeline, demonstrating tangible value realization to C-suite and decision-maker audiences.
BRD / SRSBalanced ScorecardKPI DashboardsQatar Project
Nov 2010
Jan 2013
Credence Analytics
Treasury Implementation & Support Consultant
Part of end-to-end forex system implementations and treasury module rollouts for a portfolio of banking clients — spanning domestic institutions including Ratnakar Bank (RBL Bank) and Karur Vysya Bank (KVB Bank), and extending to international deployments in Sri Lanka. Owned the full delivery lifecycle, driving structured go-live readiness via comprehensive test frameworks and hands-on client training programs.
Forex SystemsImplementationInternational ProjectsTraining

Earlier: eClerx (Analyst, Dell Support Team, 2008) · Shiv-Vani Oil & Gas (SAP MM Intern, 2010)

🎓 M.B.A. Systems (IT) · University of Mumbai  |  B.Sc. Information Technology · University of Mumbai

Beyond Work

Hobbies & Passions

The things that inspire, energise, and keep me curious outside of the professional world.

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Reading
An avid reader drawn to stories that blend gripping narrative with deep human insight. Sidney Sheldon's mastery of suspense, the timeless wisdom of Jonathan Livingstone Seagull, and the moral courage of To Kill a Mockingbird are perennial favourites — books that shaped the way I think.
Sidney Sheldon Richard Bach Harper Lee
Football
A dedicated Chelsea FC supporter through every season — the highs, the heartbreaks, and everything in between. Football teaches patience, strategy, and the value of a cohesive team, lessons that translate directly into how I think about product and leadership.
Chelsea FC Premier League
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Cricket
A passionate Mumbai Indians supporter and lifelong cricket follower. The IPL season is a ritual — the drama of a last-over finish, the strategy of a well-set field, and the camaraderie of watching the game with family make cricket more than a sport.
Mumbai Indians IPL
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Stablecoins & Digital Finance
Beyond the professional lens, I am genuinely fascinated by the evolution of stablecoins as financial infrastructure — how they are rewriting cross-border payments, enabling DeFi rails, and quietly reshaping the architecture of global money. A space I track closely and write about in The Product Innoverse.
Stablecoins CBDC DeFi
Cryptocurrency Stablecoins Fintech Digitisation Treasury Management DeFi CBDC Product Strategy Agile PM AI in Finance
Get In Touch

Let's start a conversation

Open to opportunities, collaborations and fintech conversations.

Whether you're exploring a product partnership, need an experienced product strategist, want to discuss treasury technology, or are just interested in my newsletter — I'd love to connect.

Send me a message

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