TECHNICAL SKILLS

• Commodities, Currencies, Foreign & Domestic Bond, Derivative and Structured Product markets.
• servers and data center migration, Compliance, FCA / MiFiD II, Wall Street Systems, Bloomberg, Microsoft Office Suites, Excel, Power Point, Word, Visio, SQL proficient, Macros, Pivot Tables
• Oracle and Sybase exposure, Business Management, Agile and Waterfall methodologies, Financial Reporting, Vendor Relations. 

PROFESSIONAL EXPERIENCE

Business ConSUltant / Analyst

Confidential

Responsibilities:

• Advising client on product development and marketing initiatives from email campaigns, webinars to data analytic analysis derived from user data and perceived behavior.
• Lead stand - ups, manage individual release sprints, contributing to the management of the overall development road-map.
• Develop and review requirements, propose and document solution design and approach.
• Worked with numerous key stakeholders on management principles involved in strategic planning, resource allocation, and production methods.
• Provided leadership in Sales training.

Sr. Business Analyst

Confidential

Responsibilities:

• Assisted in crafting strategic initiatives in determining locations and acquisition targets for Search Fund.
• Received and gauged investor sentiment and requests to determine long term alignment with strategic plan.
• Wrote SQL queries to determine proof of concepts
• Experience working on projects dealing with ETL packages for data migration
• Performed analysis on MiFID regulations focusing on payment for equity and fixed income research.
• Conducted JAD sessions to gather requirements and concerns to establish primary acquisition initiatives.

Consultant - Sr Business Analyst

Confidential

Responsibilities:

• Documented current state processes within the Retail Mortgage space with intent to identify gaps for driving technological efficiency utilizing SQL for data analysis.
• Evaluated and performed due diligence on current and multiple Loan Origination Software systems to present findings to committee. Systems included: Kabbage, Encompass, Temenos, CRIF, MortgageFlex (Loan Quest)
• Provided Business Analyst education and training.

Senior Business Analyst

Confidential, Atlanta, GA

Responsibilities:

• Manage the administration and requirements for end to end business applications utilized within the FICC (Fixed Income, Commodity and FX) space under the bank's waterfall methodology.
• Interact with internal line of business (LOB) which includes senior stakeholders, desk managers and supervisors to support fixed income platforms, FIX messaging integration and data feeds ensuring adherence and alignment of business and technology strategies.
• Collaborate with multiple LOBs (Front, Middle and Back office) within the Fixed Income space using Sharepoint to elicit, identify alternatives, make recommendations and get stakeholder buy-in while taking personal ownership of managing the process to completion.
• Conducted JRP and JAD workshops to explore user needs in an attempt to reduce time with requirement gathering.
• Develop subject matter expertise on TradeWeb and other fixed income ECN platforms.
• Evaluate processes, information, and automation needs and coordinate the fulfillment of post trade execution reporting (TRACE reporting, Impact, MiFID II) with appropriate business and technology partners within the organization.
• Assisted QA and LOB in defining test cases and acceptance criteria, including but not limited to writing test cases and plans, querying multiple databases using SQL.
• Develop, implement, and maintain a business capability roadmap that links and aligns technology strategy to business strategy.
• Lead and coordinated risk assessments for potential acquisition of third party vendor platforms / data feeds for LOB.

Senior business Systems analyst

Confidential, Boston, MA

Responsibilities:

• Gather and document business requirements, working to understand internal LOB's strategies above and beyond the immediate requirements.
• Converted requirements into functional specifications writing SQL scripts utilizing Oracle and Sybase databases.
• Act as a liaison between the LOB groups and the development staff to ensure proper implementation of requirements within the expected timetable. Also communicated using SharePoint, all material modifications of the business requirements to the LOB.
• Took personal ownership ensuring a positive end product for client groups by overseeing the implementation of software enhancements and new functionality.
• Authored test plans and utilized those documents to test applications in addition to working with QA and writing test cases within ALM system.
• Effectively communicated credit risk methodology enhancements to IT partners that assisted in overall portfolio analysis of commodity hedges.
• Participated within an agile and waterfall methodology environment dependent upon project.

BUSINESS Analyst

Confidential, Norwalk, CT

Responsibilities:

• Responsible for performing business analysis on internal workflow
• Held presentations to educate clients on various Fixed Income instruments from bond funds to securitized solutions, their characteristics, how they are traded to the psychology of a bond buyer.
• Managed iterative model method within managed account platform construction to address ever changing commodity conditions using SQL to data map.
• Responsible for developing project plans including tracking timelines, milestones, resources, and budgets for all projects utilizing MS Project.
• Revamped and Constructed Investment Policy Statements for numerous Foundations to support their mission to promote the sharing of best practices among their long term donors.
• Defined a diversified global investment strategy including commodities, foreign/domestic bonds and foreign exchange markets.
• Responsible for budget projections and project scope for multiple projects simultaneously.
• Developed ETL packages and definitions for implementation of data into databases.