SUMMARY:

• Business Analyst/Project Manager with 8+ years of experience in Banking and Capital Markets, working successfully on multiple Front Office rates Trading and Sales projects and initiatives.
• Comprehensive understanding of Derivatives, Fixed Income, Rates Trading and Sales processes, and trade lifecycles, Sensitivity and Scenario Analyses, and Pricing Curves for rates derivatives
• Strong background in the full Software Development Life Cycle (SDLC) and Project Management methodology.
• Professional, flexible, creative, and goal oriented; combining analytical skill and creativity to find effective solutions for internal and external customers, with an emphasis on achieving top down organizational goals.

COMPUTER:

• Excel, Access, PowerPoint, MS Project, Visio, SQL Server, familiarity with Sybase SQL and Oracle SQL
• VBA, familiarity with C++, SPSS (and similar statistical packages) and some knowledge of Matlab.
• UML, Enterprise Architect

WORK EXPERIENCE:

Confidential

Senior Business Systems Analysis

Responsibilities:

• Business Analyst on BlackRock Aladdin Fixed Income implementation project
• Scrum Master for various system integration projects related to BlackRock Aladdin implementation

Confidential, NA

Senior Business Systems Analyst, Vice President

Responsibilities:

• Work with Senior Management Sales and Trading as BA/PM including new Rates product implementations and responsible for Front Office Confidential risk reporting
• Project Manager (PM) responsible for the successful implementation of Confidential v13 including: OIS pricing and Confidential ’s new risk reporting framework
• Work with Trading to build out complete Front Office OIS pricing environment, curves, and FO hedge reporting. This included comparing key input assumptions and parameters such as interpolation methods, curve points, and smoothing algorithms, and using Excel to test and document risk measure comparison.
• Work with Market Risk Management group to capture requirements and create system Scenario and Sensitivity reports, bucket hedge reports, and clean P&L report.
• Primary Business Analyst on Algo 5 collateral system upgrade. Supporting BA for the implementation of Initial Margin (IM) for uncleared swaps. This included working with group’s quantitative manager to capture requirements, build out IM process flows, and set up Sensitivity Analysis to support calculations.
• Project Manager and Business Analyst on the successful implementation of IB&M Cross Asset Mark to Mark Customer Portal, and other ad hoc initiatives and projects
• IB&M Business Analyst coordinating external groups requiring IB&M Technology development.
• Lead BA on Confidential v9 to v12 upgrade project which included delivering upgrade in five months
• Participating BA on creating IB&M Data Repository for reporting and analytics
• Lead BA on initial IB&M Dodd Frank Swap Dealer projects including: Swap Data Repository reporting and Customer Documentation management system implementations. This included requirements definition, participation in vendor selection and SOW negotiations.
• Member of a IB&M select committee to determine group’s project lifecycle processes going forward including: definition, structure, roles and responsibilities, and follow up implementation.

Confidential, San Francisco

Business Systems Analyst, Vice President

Responsibilities:

• Work with Senior Management Sales and Compliance as joint Project Manager and Business Analyst on Customer Eligibility project to restructure and unify processes and workflows, to improve efficiency and control and support new derivatives sales regulatory requirements.
• Work with Senior Management in WFS rates and commodities sales to implement changes to the central Managerial and Analytical Information Systems (MIS) including managing integrated projects involving MS CRM, Confidential, Data Repository and various other ad - hoc applications.
• Managed project to successfully onboard Customized Structured Products sales group to CRM.
• Worked with the Senior Management of Principal Investing to develop and enhance the central Managerial and Analytical Information Systems (MIS). This involved the development and enhancement of systems managing the group's Corporate Debt, Credit Derivatives, Synthetics, Syndicated Bank Loans, and Muni portfolios. This included managing projects to build out portfolio OTTI (other than temporary impairment) and financial P&L reporting.

Derivatives Accountant

Confidential

Responsibilities:

• Redesigned and restructured the Back Office Treasury/Repo Management and Accounting ($600m notional).
• Included redesigning workflows and developing a 3-tier integrated application (Access, Excel, VBA, and ADO) system of record, automating the P&L, managing settlements and performing MTM/Accrual Accounting for the Financial Products group.
• Involved in ‘ Confidential ’ Treasury implementation. WF Securities formally recognized my contribution in the Confidential Treasury Accounting implementation.

Confidential

Finance & Information Systems Manager

Responsibilities:

• Liaised between company, external technical departments, suppliers, banks and customers
• Participated in financial strategy sessions and major budgeting/ purchasing decisions
• Consulted with head researcher in programming and regression/statistical modeling
• Consulted to senior lecturer in derivatives, hedging, assisting in research
• Teaching assistant in Financial Risk Management