PROFESSIONAL EXPERIENCE:

Confidential

Consultant Business Analyst

Responsibilities:

• Established relationships with stakeholders, including business management, trader lead, technology leads, and developer leads.
• Gathered and documented technology pain point matrix for Financial Transmission Rights (FTR) bid analytics, bid file creation, and auction awards business process and technology.
• Document business process flow with technology, and corresponding tech fixes corresponding to pain points.

Confidential, Tampa

Consultant Data Quality Business Analyst, Finance and Risk Infrastructure

Responsibilities:

• Created RAG metrics scorecards for Debt and securities bi - monthly scorecards for senior management.
• Performed root cause analysis and provided strategic and tactical actions.
• Define DQ Rules to measure data quality and conduct UAT before promotion to production DQ Scorecard
• Managed Incident Reports (INCs) and IMRs from initiation to resolution for Debt and Securities wholesale products including DQ root cause analysis
• Performed UAT for IMR resolutions before promotion to production DQ Scorecard
• Performed UAT for BOT generated data quality scorecard and RAG metrics
• Complied with Data Governance, and BCBS 239 best practices

Confidential, New York

Consultant BI Project Manager, Business Analyst

Responsibilities:

• Created capital markets management reporting BI implementation documentation for data office road map, data elements inventory, and data model.
• Coverage included treasury, capital markets, commercial lending, and financial instruments.
• Created data elements inventory documentation for data office roadmap and BI tool data model.
• Identified measures metrics and dimensions, as well as data owners, data sources, controls, and descriptions for each object in management reporting, business activities-monitoring PowerPoint deck.
• Scope spanning the enterprise across all business lines, and operational functions, including RWA and Basel Capital reporting
• Complied aggregation of vendor scorecards results for ETL tools demos into PowerPoint results presentation.
• Evaluated metrics comparison criteria across categories including functionality, performance, scalability, supported platforms, data quality, data profiling, Fintech track record, and regulatory capabilities, including OATs. Performed KYC research and classification created Visio visuals for the Data Quality POC requirements document.

Confidential, Washington, DC

Consultant Business Analyst, Test Lead

Responsibilities:

• Create user stories for new tables, UI creation, and enhancements for the AMTM application.
• Utilize the Corporate Data Dictionary to create table requests.
• Advance user stories through the SDLC to reflect Kanban state.
• Conduct daily team stand-up meetings.
• Collaborate and communicate with business users, developers, and testers.
• Prepare release and sprint project documentation for release cycles, including Vision Statement, Agile Testing, and Stakeholder Features docs.
• Create a hierarchy mapping of epics, features, user stories, and test cases. Participate in Program Implementation Planning, Backlog Refinements, Design Sessions, and Team Huddles.
• Test and document proprietary-software user entitlements for MO Reporting Initiative.
• Document and map MO risk reports process from legacy and future state.
• Led stakeholder meetings and document requirements for Treasury Accounting Future State.
• Map pricing curves from legacy and future state pricing application, and through SDLC. Work with UI Framework team to handle Framework user stories to meet requirements for UI behavior.
• Test data transformation logic from SQL script vs. XML datasets. Map pricing curve collection UIs for legacy and future state, including OIS, LIBOR, Swaps Eurodollar, Fed Funds, Multifactor, and others from Portfolio Analytics, Bloomberg, and External Tick pricing sources.
• Map legacy reporting system in Java and relevant model related report data to future state.
• Coverage included treasury, capital markets, mortgage lending, and financial instruments.

Software: Rally, Toad, HP ALM, Excel, Visio, XML Spy, IBM Rational Doors, WinSCP, Java

Confidential, New York

ConsultantData Quality Business Analyst

Responsibilities:

• Utilize SSRS Tool (RDV) as an end-user to perform breaks assignments and investigations for various Systems of Record (SORs), for systems migration to Quartz cross-asset market risk and Arctic retirement work to support the counterparty credit risk and the Global Risk and Treasury T&O, Liquidity Coverage Ratio projects.
• Especially for Credit Portfolio Management (CPM) and Basel II, Internal Models Methodology (IMM) data consumers. Basel III - Leverage Ratio.
• Prepare requirements to automate data quality metrics, charts, and graphs for management reporting 4-Blocker decks, track development progress, and QA testing of reports.
• Track and follow-up with DQ issues lists. Prepare 4-Blockers to meet weekly meetings.
• Schedule kick-off meetings for nine new SORs, including identifying SOR ownership contacts track deliverables.
• Update data-flow and control diagrams.
• Coverage included treasury clients, capital markets, commodities, and fixed income forwards, and other financial instruments
• Compile and document requirements.
• Prepare Project plans and management reporting project plans.
• Perform data analysis for break type investigations including trade population breaks, and ISDA Master Agreement ID breaks, using SQL, Excel, Data object browsers, edit and run python scripts.
• Complied with Data Governance, and BCBS 239 best practices

Software: Microsoft SQL Server, Excel, MS, PowerPoint, and Visio.

Confidential, New York

Project Manager, and Business Analyst

Responsibilities:

• Manage milestones, resolve issues, and prepare reports on progress for prioritization on Basel 2.5 implementation.
• Design process improvements, reporting feature changes, and test for Dodd-Frank Section 943 RMBS repurchase reporting to SEC.
• Prepare BRDs and data flow diagrams to build a regulatory reporting data warehouse.
• Negotiate with project stakeholders for data, resources, and timeframes — prepared data-mapping and data-dictionaries.
• Prepare PowerPoint presentations and data flow diagrams for Basel requirements for trading book.
• Products included mainly RMBS, CMBS, ABS, ABCDS.
• Prepare decks and data flow diagrams for Basel 2.5 requirements for FRTB SZN, prepare a menu of Basel 2.5 SSFA options for clients, and lunch-and-learns.
• Utilize data from securitization reference data warehouse, including reference data from Intex, Loan Pricing, ABSNet, Trepp, Bloomberg Back Office.
• Develop ABS Securities reference data feeds from SPEED to the Security Master Central master reference database.
• Initiate a Legal-Names data quality improvement project in coordination with Security Master Central and Account Master Central, the master account and customer-party reference data source, and through their lead the AVOX member Firm party reference data-source to contribute and verify party data attributes.
• Measure and track capital and RWA and Capital savings by technology categories, data improvement, methodology improvement, rules implementation, and risk-approved overrides.
• Perform QA analysis, document QA procedures. Led training on QA and recon processes, DQA
• Classwork in JAVA, CSS, JSQ, Agile with Scrum, Data Profiling, and Data Quality
• Created Social Media Panel Speaker event for Operations & Technology division, featuring guest speakers.
• Automated issuance desk manual process and mapped loan feeds from seller servicers to LMS tables using data dictionaries.

Software: Microsoft SQL Server, Bloomberg, IntexDesktop, IntexCalc, ABSNet, HP Quality Center, Excel, MS PowerPoint, Visio, and Proprietary Basel applications, Aginity Workbench for Netezza.

Confidential, New York

Consultant Business Analyst

Responsibilities:

• Provide consulting solutions to clients, including Confidential .
• Products included Single-Family, Multi-Family, guarantee products, and Capital Markets.
• Instruments included mortgage-related loans and OTC bonds, OTC Treasury bonds, deposits, OTC and Cleared Interest derivatives including swaps, listed options, swaptions, and mortgage OTC derivatives and OTC forward contracts.
• Coverage included treasury, capital markets, mortgage lending, and financial instruments, including mortgage OTC bonds included MBS, CMBS, agency, and private-label securities.
• Drafted fund transfer pricing module included in a proposal for risk-based profitability application based on Basel RWA Risk and Capital calculations.

Confidential, New York

Portfolio Surveillance Manager

Responsibilities:

• Investment Advisory and Portfolio Management, Investment portfolio included alternative OTC bond asset classes, including TALF ABS, RMBS, and CMBS.
• Creation and maintenance of TALF ABS securities and pricing database, remittance and servicing reports credit database, historical ABS spreads database and TALF CMBS database.
• Create project specifications for the marketing database. Gather macro-economic data, and create excel charts for investor presentations

Confidential, New York

Project Manager, Capital Markets

Responsibilities:

• Credit Risk Manage a range of Basel II projects to source data from business units to the Enterprise Counterparty Exposure Enterprise Data Warehouse for ISG.
• Scope of responsibility included QA, UAT, and BA roles, information gathering, requirements, execution, and system testing.
• Led Loan IQ Project to improve the functionality of Confidential feeds for Corporate Lending by expanding data attributes required for Basel II.
• Worked with Loan IQ IT, Loan Controllers, and Credit Risk IT to complete Loan IQ feeds. Banking book vs. trading book loan classifications for capital calculations.
• Created BRD with a mapping document from Loan IQ source to the data warehouse.
• Led a team to automate the Basel II Warehouse-Lending feed to Confidential, on time, and within budget.
• Initiate a project to improve counterparty reference data quality.
• Improve Counterparty-domicile data quality metrics. Source inventory data and develop a related report to automate Treasury Controllers hedge accounting report, saving the firm monthly re-curing costs of $.5 million per year in monthly manual report production.
• Market Risk Basel II Projects execution lead for ISG. Senior Manager, Asset Management Scope of responsibility included BA role of information gathering and requirements. Projects included SMC data quality, metrics, and cleanliness.
• Listed-derivative offsite-project team member. The team successfully scoped project workstreams and costs to the overall firm's listed operations and increase capacity to enable expanded market share of Prime Brokerage business as a two-year timeline, with 200 resources, and $80 million budget.

Software: PowerPoint, SharePoint, MS Project, Visio, Proprietary Morgan Stanly Counter Party Exposure Management Systems, and Commodities Trading and Risk systems for Oil and Gas.