PROFESSIONAL PROFILE:

Highly skilled business analyst, communicator, and manager with over 20 years of experience in the financial industry. Exceptionally knowledgeable about system implementations, software enhancements, workflow and process improvement, and strategic planning for the IT function. Proven ability to develop and maintain strong relationships with both internal and external clients and excellent organizational, time management, and communication skills. Seeking a challenging position in which I can apply my experience in business analysis, staff management, software support, and vendor relations to enhance the overall end - user experience and streamline business processes.

EXPERIENCE:

Confidential, Boston, MA

Senior Business Systems Analyst

Responsibilities:

• Effectively manage software implementation projects for various teams involved in trading, compliance, and investments
• Serve as project manager for the implementation of the ITG Compliance System and the Flextrade Execution Management System, wrote test cases, and completed all testing of software used
• Provide continuous support of the trading Order Management System and ITG Compliance System for the entire user community of 15 portfolio managers, 4 traders, and 4 compliance staff
• Use Standard Query Language (SQL) daily to conduct data analysis, manipulation, and mining and database queries
• Write operational procedures and create and maintain defect logs for multiple vendors
• Improved the stabilization of the OMS and reduced the number of overnight service calls from 2-3 per week to 1 per month

Confidential, Boston, MA

Client Manager

Responsibilities:

• Served as Project Manager for the implementation projects of Confidential XIP Order Management System (OMS) and wrote all procedures for new hedge fund clients, assisted in streamlining trading operations of new hedge fund clients, and conducted testing of OMS for new client environments

Confidential, Everett, MA

Supervisor of Investment Management Services

Responsibilities:

• Worked as Assistant Project Manager for the implementation of a new service at Confidential, wrote all procedures for new line of business, and managed the daily electronic trade confirmation and static data within the Confidential trade flow system
• Conducted User Acceptance Testing of Confidential and communicated business requirements to technical staff

Confidential, Needham, MA

Consultant

Responsibilities:

• Worked on the Confidential Pricing Project which focused on the migration of new Confidential clients onto GPS pricing vendors
• Produced business specification documents and communicated to management the results of Quality Assurance Testing

Confidential, Boston, MA

Manager of the Data Integrity

Responsibilities:

• Created and implemented daily procedures in order to minimize exposure and maintain data integrity within multiple internal systems and two accounting systems
• Resolved data-related issues from Fixed Income and Confidential Trading desks by delegating appropriate tasks and ensuring communication and resolution
• Managed pricing reconciliation process and nightly market vendor data checks to minimize exposure.
• Created Data Integrity SAS70 Review Book for SAS70 audit

Project Manager

Confidential

Responsibilities:

• Managed Business Quality Assurance for implementation of Eagle accounting system
• Created business specification documents and designed new workflow and procedures for Data Integrity Team

Assistant Manager

Confidential

Responsibilities:

• Supervised the daily activities of eight Trade Management Specialists
• Created and delivered reporting for the Confidential Trading desk
• Served as principal liaison for the external brokerage and banking communities, and was responsible for staff hiring, review, and development
• Served as principal internal client contact for inquiries from the Confidential Trading Desk

Data Analyst

Confidential

Responsibilities:

• Provided for new employees and checked quality of the daily activities of database controllers
• Maintained integrity of data within the Confidential Pacer Database by implementing a series of comprehensive data checks
• Set up all new securities in the database when purchased and reconciled the pricing of all Confidential Funds done by Confidential Bank

Confidential, Quincy, MA

Senior Portfolio Accountant/Auditor

Responsibilities:

• Maintained daily controls and ensured that accounting procedures were completed for the Confidential
• Managed accounting for international, multi-class, and domestic portfolios
• Assisted in cash availability, trade settlement, income collections, and fund accounting
• Assisted manager with special projects and trained new employees