SUMMARY:

To take a challenging role on business operations/automation as a Business Analyst and give an efficient and effective solution that will help the organization to achieve the best solution in business and ultimately increase its productivity in market.

TECHNICAL SKILLS:

Microsoft windows, word, excel, power point, access, sharepoint, project, advance office application,visual basics, networking and telecommunication, applied software development

PROFESSIONAL EXPERIENCE:

Confidential, QUINCY, MA

Business Analyst

Responsibilities:

• New clients conversion to financial statements reporting platform.
• Conduct disaster recovery test milestones for all vendor statements printed in different location.
• Defining, documenting and improving business processes.
• Periodic online webcast interaction with vendor on new product in pipeline.
• Conducting weekly project review meeting for new and existing client.
• Business requirement documentation write - up, review and interpretation for all financial statements deliverable.
• Training of internal and external clients on statements functions and limitation.
• On visit to print vendor location for output review, quality check and validation.
• Collaborate with various teams to implement Massachusetts privacy requirement for financial statements.
• SME for client service team internal and external on all statements inquires.
• Customization and enhancements of current statements offering upon request.
• Consult with users, management, vendors, and technicians to determine computing needs and system requirements.
• Effectively communicating with internal teams and external clients to deliver functional requirements like GUI, screen and interface designs for financial statements offering.
• Acting as an interface between business units, technology teams and support teams.

Confidential, QUINCY, MA

Wealth Manager Services Account Administrator

Responsibilities:

• Mutual fund buy and sell on a deadline basis.
• Interact with private high net worth clients and investment managers for daily request processing via phone, email or fax.
• Meeting and exceeding clients expectation on deadline basis.
• Verify regulatory compliance for all transaction reporting.
• Foreign exchange trading.
• Corporate action processing.
• Account opening/closing,loan and collateral administration.

Confidential, PROVIDENCE, RI

Computer Information Systems Intern

Responsibilities:

• Database construction and maintenance for auditors working for the Confidential .
• Microsoft window installation and web page development for dept of taxation.
• Computer repairs and troubleshooting for dept of treasury.
• Ensuring installed auditing software work effectively and efficiently.