Consultant Resume

SUMMARY:

Confidential is a financial services and technology professional with experience in Hedge Funds, Asset Management, Investment Banking and Consulting.
Confidential ’s career includes experience with various OMS systems, ETL, custom operations applications, confirmation services, middleware, security master systems, pricing, accounting systems, regulatory and compliance solutions, reporting and data warehouses.

TECHNICAL SKILLS:

Software Applications: MS Project, MS SharePoint, MS Excel, MS Access, Microsoft Word, MS PowerPoint, MS Visio, MS SQL Server Management Studio

Vendor Systems: HP Quality Center (requirements management, defect management, test case management and execution), Essbase, Business Objects, Clarity (project management), Linedata Longview Trading System, Confidential Investment Management System, Siebel, IBM Filenet P8, JIRA (issue tracking)

PROFESSIONAL EXPERIENCE:

Confidential

Consultant

Responsibilities:

BA/PM on Confidential 165 implementation of Confidential - 9C Consolidated Financial Statements for Holding Companies for consolidated regulatory reporting(CCAR) focusing on balance sheet Schedule HC and related schedules including data sourcing, mapping, data gap identifications and remeditaions.
BA/PM on Confidential 165 Confidential Company(IHC) Project included the identification and vetting of subsidiaries for inclusion, identification of sources and ultimate repository of subsidiary master data repository, data flows, data ownership and certification processes, etc.
BA/ PM on full life cycle of projects which utilized both traditional waterfall and agile methodologies, including agile scrum and agile feature driven development methodologies. Oversee the initiation, planning, execution, monitoring, controlling and closing of projects to ensure attainment of scope, schedule and budget goals.
PM responsibilities included General Project Management, Schedule Management, Scrum Management, Cost Management, Communication Management, Risk & Issue Management, Change Request Management, Implementation and Transition Management, Team Mentoring and Leadership and Integration Management.
BA responsibilities included business and functional requirements gathering, creation of BRDs/ FRDs/ process flow documentation, data analysis and modeling, workflow modeling, development support, system/UAT test planning and support, defect management, user training, deployment support.

Confidential

Consultant

Responsibilities:

BA/ PM for FATCA regulation impacting client on-boarding and document management systems and business control / legal & compliance client on-boarding.
Project included analysis of FATCA regulations and collecting additional data in client on-boarding process, integrating with a third party tax form validation service and creation of a firm wide legal entity data base used for registration of firm entities.
BA/PM on project to migrate hedge fund business from Confidential including order flow integration, equity derivatives (listed and OTC options) expiration processing including exclusion from Confidential confirmation processes, performance enhancements, customizations and migration of all OMS trading and VAR risk reporting utilized by hedge fund managers from custom systems onto SSRS with SQL Server Data Tools / MS Visual Studio.
BA/PM on migration of various Mid-office/ Operations Tools from Confidential to LVTS including options expirations processing tool.
BA/PM on migration of Fund of Funds trading business onto LVTS OMS with order throughput to custodians for full automation of mutual funds order processing for Operations.

Confidential

Vice President

Responsibilities:

BA/PM on implementation of OMS.
BA/PM on a financial reporting platform initiative utilized across the Asset Management division to consolidate investment flow and associated revenue reporting across all asset management businesses.
BA/PM on a development and deployment of SOX tools utilized by financial controllers to substantiate and certify financial statements.
BA/PM on a general ledger merger integrations including remapping of general ledger codes, cost centers, LE, etc.
BA/PM on a development of general ledger sub ledger data warehouse tool that allowed deeper analysis of multi-currency ledger balances.
All project involvement was full life cycle from project inception, business and functional requirements gathering, process flow documentation, data analysis and modeling, development support, system/UAT testing, training, deployment, production support transition.

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