SUMMARY

• Principal Business/Systems Analysis possessing solid experience with global Financial Institutions with domain expertise in Institutional Financial Services/Capital Markets trading systems, trade and cash reconciliations, front office, middle office and back office, reporting and ongoing support.
• Very short learning curve. Not timid and in fact enjoy learning new and emerging technologies and methodologies and putting them to use to solve complex problems with unique solutions thinking outside the box if needed.
• Solid experience with both Waterfall SDLC and Agile/Scrum methodologies, currently working toward professional scrum with Kanban certification (PSK), PMP certification and have solid SQL skills.
• Strong proficiency and experience with Agile practices, processes, and artifacts.
• CSM II - Certified Scrum Master Advanced Level.

PROFESSIONAL EXPERIENCE

Confidential, Boston, MA

Scrum Master/Systems Analyst

Responsibilities:

• Work in a complete Agile (SCRUM) environment, run daily standups, backlog grooming and refinement sessions, sprint planning, sprint reviews with demos and retrospectives.
• Remove any impediments the squad faces, whether it was access issues, hardware or other types of dependencies.
• Facilitate meetings with offshore and onshore for knowledge sharing sessions as we are still in the storming phase (Sprint 2).
• Attend Scrum of scrum meetings to see how the tribe is performing and share information and best practices.
• Conduct team building activities via zoom as our team is distributed worldwide, Dalian, India, US.
• Manage process improvements each sprint to maximize value to our partners.

Confidential

Senior Business Systems Analyst

Responsibilities:

• Worked with the legal departments of both companies to assist in integrating E-One and Confidential into one complete functioning team through revenue, cost, and financial synergies.
• Prepared and conducted workshops for the teams to collaborate and understand senior managements goals and what would be expected of the new combined global legal team.
• Created process flows of existing and future states based on interviews with the teams and managements road maps of the future state, all in MS Visio.
• Worked with the legal teams to identify process improvements as each team had some better processes in place than the other in certain cases.
• Prepared slide decks, captured meeting minutes, setup MS teams for virtual workshops as E-One is based in the UK and Confidential is based in the US and strict travel restrictions were in place.
• Successfully brought the teams together and made them feel comfortable discussing technical issues as they related to the road maps and goals, many who had never worked with technical resources in the past, being attorneys and paralegals.

Confidential, Boston, MA

Senior Business Systems Analyst

Responsibilities:

• Worked in a complete Agile (SCRUM) environment, attended daily standups, backlog refinement, sprint planning, sprint reviews and retrospectives.
• Was product owner for the trade conformation effort.
• Successfully implemented the complete conversion design of the General Ledger from the legacy State Street Intrader system to the new Broadridge 4sight trading platform.
• Successfully converted the interface to the Intellimatch reconciliation system from Intrader system to the Broadridge 4sight trading platform. The position file, cash transaction file, balance file and DDA file.
• The Oracle GL interface file from 4Sight trading to Oracle Financials was done in XML.
• Designed customer trade confirmations flow, format, delivery and archival process.
• Gathered requirements from traders, business leads, and legacy system documentation to write design documents to ensure all legacy functionality needs are met in the new system, and how the new system features will improve their performance.
• Configured the trading system to generate automated SWIFT messages for cash settlements to HOGAN by setting up Client banking details, agent BIC codes, FOP or DVP, various SWIFT Tags and depot and banking selection criteria. The messages types were in the 200 and 500 and 900 categories.
• Executed SQL queries to research trades on the existing trading system and validate trades on the new system.
• Acted as intermediary between the vendor and internal business units to ensure requirements are implemented correctly and smooth out any misunderstandings proactively.
• Partnered with Quality Assurance engineers to test the G/L flow from trade entry, validation, interest accrual, to final settlement. Ensuring correct postings for all repo/reverse repo FICC/Bank sales, accrued interest and cash movements are correct.
• Wrote extensive detailed test plans for all aspects of the User Acceptance Testing and Business Acceptance Testing including overnight trades, term trades, forward trades, back dated amendments and cancellations.
• Escalated issues as required to management to provide a timely resolution.
• Wrote user guides for the business that will allow them to independently maintain the system going forward; securities, client codes, portfolios, trade types etc.