SUMMARY:

• Project Manager / Business Analyst / Operations Executive with Business and IT, strategy and management skills.
• Over 11 years of experience in Asset Management and Financial Services Industry.
• Strong leadership ability combined with strategic and tactical problem solving skills
• Extensive front, middle and back - office process knowledge, application expertise and in-depth product understanding of all asset classes
• Product design, development and management, leading global technology projects and implementations.
• Hands on experience in designing, planning and delivering 'Standard' or "Out of the Box' solutions.
• Establishing and overseeing client and external vendor relationship management.
• Excellent communication, organizational and multi-tasking skills.

WORK EXPERIENCE:

Confidential, Arlington, VA

Sr. Business Analyst/ Sr. Project Manager

Responsibilities:

• Managing contracts as a Senior Business Consultant for global institutions in Banking and Government.
• Provide Business Development, Risk Assessments, Internal
• Audit and assisting clients with compliance matters in highly regulated industries.

Confidential, Charlotte, NC

Sr. Business Analyst

Responsibilities:

• Obtaining requirements for building an enterprise data warehouse to support Confidential 239 - one single source of truth and Confidential Enterprise Data Governance Policies and Standards.
• Eliciting business requirements from the existing data warehouses by conducting requirement analysis at
• Data layer (metadata repository, data quality); at ETL management layer (Operational Data Storage and data mapping); at Sematic layer (business logic and data services); at Access methodologies (API calls and BI tools:, etc.).
• Eliciting business requirements from the existing data warehouse subscribers regarding ApplicationsAnalytics team - using pre-defined standard views, Analytics team - using their own linkage to tables.
• Conducting consolidated requirements analysis to validating the target data warehouse capabilities, Common Operational Data Sources, Common Business Logics among all the existing data warehouses.

Confidential, Washington, DC

Sr. Project Manager/ Sr. Business Consultant

Responsibilities:

• Staff Augmentation Position - Providing oversight of eight external audit firms to ensure successful delivery of audit assignments.
• Consulted on requirements, process and information architecture design practices for the re-engineering of Confidential (Beneficiary Contributor Compliance Audit) Program Using MS Visio and Business Process Model and Notation ( Confidential ) processes.
• Participating in Confidential Scrum development processes: creating user stories, managing sprint backlog, and providing input at the sprint reviews and retrospectives for Confidential SharePoint System.
• Facilitated Confidential sessions for roadmap planning of systems integration.
• Facilitated, translated and documented business needs into functional and non-functional requirements.
• Facilitated storyboarding sessions to discover, analyze, and improve business processes.
• Authored and managed the creation of multiple functional Facilitated Confidential sessions for roadmap planning of systems integration.
• Consulted on managing and improving the existing operations model for all phases of an audit from planning to board approval. Documented help guides and training materials and developed Internal Audit status dashboards for Confidential Management.

Confidential, San Francisco, CA

Sr. Project manager / Business Analyst Consultant

Responsibilities:

• Reported directly to head of Enterprise Confidential Reporting team, and was responsible for the direct oversight of the Regulatory Reporting process. Participated in Agile testing of RWA for Basel
• Advanced/Standardized methodology including preparing schedules & procedures used for quarterly reporting and prepare executive management reporting metrics and presentations.
• Led daily coordination of Agile/Daily Scrum Enterprise Confidential Team project
• Developed process maps and created system network diagrams (Visio)
• Facilitated requirement gathering for testing backlogs
• Created Business Unit and System Requirement
• Executed Oracle Database queries in Toad using SQL commands
• Worked closely with Confidential Calculation team and reconciliation group to create testing scenarios.
• Conducted Quality Assurance testing on DEV/UAT/Prod environments for Confidential
• Developed and implemented end user system guides using and trained users in application functionality.
• Workflow application by coordinating and facilitating workshop across cross - functional teams (Business UnitsTechnology, Operations and other key business partners).
• Elicited quarterly schedules and reconciliation requirements for submitting and populating Confidential Regulatory data warehouse.
• Developed and documented the new requirements based on the automated business workflows and use cases.
• Conducted walkthroughs and reviews of all automated schedules, reconciliation processes and approvals.
• Partnered with technology team through and testing teams through QA and UAT to ensure end product meets requirements

Confidential, Washington, DC

Sr. Business Analyst / Sr. Project Manager

Responsibilities:

• Gathered information from the business teams regarding their requirements for the Confidential Treasury Confidential (Business Process Reengineering) Project enhancement and produced Business Requirement Documentation ( Confidential ) based on their feedback.
• Responsible for translating Confidential into functional specifications.
• Closely coordinated with both business users and IT teams for arriving at a mutually acceptable solution.
• Provided support to the Confidential to update and align financial management doctrine, directives, and TacticsTechniques, and Procedure ( Confidential ).
• Responsible for providing support for implementation of effective transition management strategies to assist the Confidential financial management community.
• Provided support for creating a systematic process to disseminate information to Confidential stakeholders for business process changes resulting from policy and procedural alignment.
• Designed and developed Doctrine Document Tracking Policy System in Microsoft SharePoint.

Confidential, Mettawa, IL

Sr. Business Analyst / Financial Analyst

Responsibilities:

• Participating in Confidential Regulatory Scrum development processes: creating user stories, managing sprint backlog, and providing input at the sprint reviews and retrospectives for building Confidential Risk data warehouse and user interfaces using Confidential System Development Methodology (SDM).
• Worked closely with Confidential Technology Group to develop, track short/long term Regulatory Risk strategic solutions.
• Responsible for Confidential treasury regulatory reporting throughout SDLC and maintaining stakeholder consensus and provided test management; coordinating testing across the development/testing Front to Back
• Office systems.
• Managed workflow and exception handling requirements for key trade processing control points
• Developed, deployed and executed process improvements, managing internal & external resources
• Implemented and automated the Confidential Treasury workflow and data feeds to Risk management and GL interfaces and Liaised with business units to capture and enhance the end to end compliance data reporting
• Analyzed monthly balance sheet accounts and underlying risks (Credit, Market and Operational) for Confidential
• Responsible for ensuring that North American parent company and subsidiary assets were properly captured for regulatory reporting requirements by enhancing and maintaining automated processes to match granular transaction level of assets with general ledger balances as well as building monthly adjustment feeds.
• Responsible for providing Confidential reconciled monthly interface feeds for Confidential Risk data warehouse consisted of 250+ source system feeds globally with over 3 million transactions and moderated monthly global meetings around the resolution of reconciliation differences.

Confidential, Mettawa, IL

Senior Business Consultant / Project Manager

Responsibilities:

• Developed and maintained various in - house Treasury applications such as Treasury Fund Transfer Pricing
• Managed the Confidential North America's Retail Confidential Risk Analytic project team. Responsible for analytic issues around Confidential II, monitoring Confidential parameters through statistical methods, resolving regulatory issues related to Confidential parameter quantification approaches.
• Managed the Confidential Finance Corporation Treasury Confidential Reporting system, which interfaced with various
• Treasury product subsystems and were aggregated to locally developed data repositories, and regulatory reporting tools including PeopleSoft reconciliations to ledger balances (on and off balance sheet).
• Supported and maintained various vendor applications including PeopleSoft, ATOM Financial systems, QRM

Confidential, Chicago, IL

Developer / Business Analyst

Responsibilities:

• As a Business Analyst - worked on multiple financial projects by conducting interviews, creating detail functional process flow designs (AS-IS and TO-BE) and testing various nationwide financial systems using
• Confidential and Confidential Navigator software development methodology.
• As a developer - worked on developing various nationwide manufacturing accounting systems using OraclePeopleSoft, Visual FoxPro, COBOL and C++.