We provide IT Staff Augmentation Services!

Senior Business Analyst / Project Manager Resume

New, YorK

EXPERTISE AREA:

  • Advisory
  • Strategic Planning Solutions Development Vendor Selection
  • Operations Management
  • Workflow Analysis Operations Issue/Gap ID & Resolution
  • Accounting Prime Brokerage Wealth Management
  • Process Re - Design Process Flow Documentation Data Mapping
  • Markets & Products
  • Fixed Income / MBS & ABS Corporates / Municipals Treasuries
  • Repo Agreements / Futures Global Banking Equities

PROFESSIONAL EXPERIENCE:

Confidential, New York

Senior Business Analyst / Project Manager

Responsibilities:

  • Prepared documents for senior management and the steering committee detailing Salesforce project status, milestones, issues and risks
  • Interfaced between the Business, IT and Compliance departments to capture detailed business requirements and documented them in the BRD.
  • Managed business requirements for 100+ International and Domestic forms to implement onto the Salesforce platform
  • Created and documented UAT test scenarios, test cases, test scripts and obtained UAT sign off
  • Performed internal IT testing of form functional requirements
  • Mapped form fields/objects between Salesforce, Documents, Drawloop and Docusign.
  • Documented business process workflows and wireframes with MS Excel, Visio and PowerPoint.
  • Maintained defect management tool and resolved open items
  • Prepared documentation for Production Release Management process

Confidential, New York

Senior Business Analyst / Testing Manager

Responsibilities:

  • Wrote IB Operations BRD which identified IT code changes for in-scope internal applications related to T+2 settlement date cycle change industry initiative
  • Conducted workshops with IT/QA/Operations to identify test cases/test scripts to be executed during 28 week mandatory industry testing cycle
  • Partnered with Broadridge and Confidential on industry testing requirements
  • Conducted internal tests to ensure all in scope applications were remediated and available prior to industry testing
  • Provided updates to Senior Management, Steering Committee and Project Team as to project status, risks, issues, deliverables and timelines

Confidential, New York

Project Manager / Senior Business Analyst

Responsibilities:

  • PM for Treasury Transformation Initiative. Prepared project status reports for PMO, Steering Committee and Senior Management for multiple Treasury work streams
  • Created and managed project plans for multiple treasury transformation work streams
  • Wrote detailed business requirements document for OFAC screening initiative utilizing vendor supplied solution (Accuity). Liaise with Compliance teams to solicit requirements.
  • Led team to implement vendor solution (BottomLine) to replace legacy payment and check printing applications
  • Wrote use case documents utilized in multiple treasury related UAT projects

Confidential

Senior Business Analyst

Responsibilities:

  • Led report inventory effort to identify universe of reports that were candidates for report development migration from Alliance Bernstein to State Street
  • Completed report rationalization effort that identified duplicate reports that led to report retirement
  • Wrote detailed report specifications for Transaction and Custom Reports
  • Report specification requirement document included report parameters, transaction code filters, mockups, mapping, sorting/grouping logic and report workflow criteria
  • Performed report element to data mart mapping and identified gaps
  • Responded to and resolved IT report mapping logic and mapping inquires
  • Wrote use case document to be utilized in UAT

Confidential, New York

Senior Business Analyst /Testing Manager

Responsibilities:

  • Performed quality assurance testing on newly developed Confidential Client Analytics consolidated reports. Metrics contained in the consolidated reports included revenue, expenses, wallet, market share, gap to #1 leader and other financial related data points
  • Obtained business requirements for Wallet related reports for Markets franchise. Created and designed sample report mock up reports detailing “look and feel” of proposed reports
  • Obtained broker votes data provided by vendors (Orion, Greenwich, McLagan, Oliver Wyman, Broker Votes) and transformed it in a normalized format for inclusion into a reporting database
  • Created Confidential (Organizational Relations Coverage Assignment) application to provide a single, consolidated source of coverage information to senior management detailing the names of individuals responsible (and their role) for covering specific client accounts.
  • I wrote the business requirements, prepared the test cases and performed testing, created the UI mockups, drove the functional technical design sessions, created the application’s entitlements module, obtained business approvals and signoffs, provided demos and provided presentations for management regarding project scope, project vision, data flow and status

Confidential, New York

Senior Business Analyst /Testing Manager

Responsibilities:

  • Created mapping document to capture activity, position and balance related fields
  • Added MBS products to FI Prime Broker client platform
  • Developed test plan/test cases for SIT and UAT phase of project, in addition to running/coordinating testing
  • Conducted test results review sessions between the business and IT teams that led to resolution of outstanding issues

Confidential

Senior Business Analyst/Testing Manager, Washington, DC

Responsibilities:

  • Wrote business requirement documents for both 10K and Commitments Management Reports
  • Prepared technical mapping document used by development team to code for 10K and Management Reports
  • Developed test plan and test cases to validate both Commitment Analytics Management and 10K Reports
  • Validated business reports generated from Data Warehouse

Confidential, New York

Project Manager/ Senior Business Analyst - Team Lead

Responsibilities:

  • Scoped MBS securities database front-end project (MPFE) and developed the project plan detailing deliverables, timelines, costs and resources required
  • Interviewed stakeholders regarding current business processes and documented current/future state process flows in VISIO
  • Wrote business and functional requirements documents for MBS database front-end project
  • Produced data mapping document detailing field names, field definitions, database table and field locations of all data elements. Designed new application's screen layouts (UI)

Confidential, New York

Reference Data / P&I Specialist

Responsibilities:

  • Led MBS team responsible for identifying and resolving over 14,000 aged P&I open items (payables/receivables)
  • Repaired reference data tables containing the security master that were initially improperly set up in IMPACT (Broadridge)
  • Prepared MIS reports to track the project’s progress

Confidential, New York

Senior Business Analyst - Team Lead

Responsibilities:

  • Created RFP document to aid in vendor selection process for replacement accounting and fixed income trades processing system
  • Conducted feasibility study to identity costs and projected timelines for system implementation
  • Conducted gap analysis to identify functionality difference between the legacy and newly selected accounting and fixed income trades processing system
  • Worked with a leading vendor (ICI/ADP) on the installation of an accounting and fixed income trades processing system.
  • Designed, tested and implemented general ledger set-up including chart of accounts and journal instructions
  • Developed test plans/scripts for DUT, SIT and UAT and documented/resolved issues encountered

Confidential, New York

Equity Derivatives Project Manager

Responsibilities:

  • Designed, tested and wrote business and functional specifications document for a UNIX based Options trade break reconciliation system which resulted in an automated process to identify position breaks and led to a substantial decrease in the firm’s break rate from an average of 18% to under 5%
  • Processed corporate actions for the firm’s option positions
  • Monitored and managed the firm’s Option margin requirement

Confidential, New York

Y2K Project Manager, Senior Business Analyst

Responsibilities:

  • Responsible for assessing Confidential ’ global agent bank network’s Y2K readiness
  • Coordinated efforts across departments to develop Y2K assessment criteria and scoring methodology used to assess the firm’s agent bank’s Y2K preparedness
  • Designed and rolled out Y2K Access Database to store and report Y2K bank readiness assessments

Confidential, New York

Senior Business Analyst

Responsibilities:

  • Wrote Business/Functional Requirements for global custody project
  • Identified and defined internal and industry related data fields for global custody project
  • Compiled data from users to document current and targeted future business data flows/processes

Confidential, New York

Vice President

Responsibilities:

  • Managed staff of twenty who were responsible for supporting the MBS desk from an operations, sales and accounting perspective
  • Monitored collateral and processed all new issuance for the Mortgage Backed Securities trading desk
  • Responsible for producing aged inventory, trend and reserve analysis schedules, price verification and market value schedules

Hire Now