Senior Business Analyst Resume

SUMMARY

Highly analytical, result - oriented finance professional with an established record of excellence among various disciplines within financial industry.
Extensive knowledge and in-depth understanding on capital market and financial products, exceptional data mining/statistical modeling skills.
Self-starter and motivated to take progressive responsibilities; demonstrated ability in adapting to highly dynamic work environment, managing end-to-end business process, and successfully delivering under tight deadlines.

AREAS OF EXPERTISE

PROFESSIONAL EXPERIENCE

Senior Business Analyst / Project Manager

Confidential, New York, NY

Responsibilities:

Researched through regulatory requirements, GAAP pronouncements, and their development, validated current reporting structure and improved the process; prepared and updated regulatory reporting (FR Y-9c, FFIEC 031, FR Y-11, FR 2314, FR Y-14, FR Y-15, FR 2052a) training materials, SOP, and SOX testing.
Liaised with downstream PMs and SMEs of business verticals (Finance, IT, Risk & Compliance, etc.) to identify data lineage, and traceability, assessed potential risks and enforced quality control/assurance processes.

Senior Finance Manager / Lead Data Analyst

Confidential, New York, NY

Responsibilities:

Oversaw FP&A and reporting cycle (PnL, RWA, balance sheet, CCAR) for Capital Markets (Fixed Income, MBS, Equities, GFX), monitored monthly performance and diagnosed gain/loss; responsible for resolving all performance-related queries, as well as delivering/executing strategic solutions to finance goals.
Acted as expense SME for cost challenge project, investigated through direct and indirect cost items and reporting structure; launched monthly cost initiative meetings with business executives to ensure thorough understanding of expense items and improve cost efficiency.
Led the data management and analytics process, automated and streamlined data reporting flow across multiple database and platforms (TM1, Essbase); designed and developed KPI reporting modules (Tableau, Excel VBA, SQL), consolidated and standardized internal reporting templates/tools.
Coordinated operating activities (client engagement, CRM, vendor management, etc.) with related parties, analyzed strategic objectives and data structure, monitored project pipeline and status.

Senior Business Analyst / Product Manager

Confidential, New York, NY

Responsibilities:

Reviewed and evaluated business opportunities of loan products to corporate clients, analyzed the requirements along with the financial/risk factors, facilitated the loan accounting calculation, determined the deal structure.
Managed the Salesforce CRM portfolio, prepared responses to BRDs/RFPs and illustrative presentation materials; directly participated in deal negotiation with clients, reviewed and finalized the contracts.
Project-managed the development of the internal portfolio management tool, engaged in the UI design and full SDLC phases, translated business requirements to technical needs, conducted UAT testing.
Oversaw the entire deal-implementation process, monitored and analyzed the P&Ls; proactively researched regulatory and compliance requirements to ensure accurate and timely execution.

Finance Controller, Primary Brokerage

Confidential, New York, NY

Responsibilities:

Analyzed and reconciled daily/monthly balance of trading assets & liabilities and pledged assets, performed fair value pricing; managed product metrics including P&L, LCR, NSFR, and risk packs, produced regulatory reporting submissions (FVM, FR Y-9c, FR Y-14Q, FR Y-15, FR2052a).
Monitored the financial results and causes of the variances, analyzed and reported the financial/operational issues, economic events, and their impacts; worked closely with functional partners to resolve the issues.

Business Analyst / Project Manager

Confidential, New York, NY

Responsibilities:

Conducted business analysis and risk assessment for FATCA project, developed functional requirements and defined implementation road map; standardized reporting procedures, set up reporting framework.
Managed the process and timeline of project implementation, oversaw the operational infrastructure; examined and resolved data quality issues, provided guidance to data governance and stewardship.
Acted as the key contact for correspondence and coordination during OCC examination, created and updated the request/deliverable matrix; collected, tracked, and documented all submissions, performed quality control.