SUMMARY

• Experienced Product/Project Manager with 10+years of technology innovation strategy and product management expertise calling on IT Management, Finance and the CxO level; expertise in business development, sales enablement, demand generation, content development and product launches.
• Knowledgeable in sales quotas, product pricing, projected sales, pricing strategies, planning and developing field sales actions plans and marketing/sales objectives for our products.
• Owned these deliverables which key for RFP response and business planning:
• Site Tours, Integrated solution, Portfolio cost modeling (details involved in client RFP) Financial pricing model (internal pro forma used during approval processes), Proposed org structure, Scope clarification, Corporate functional review. Expertise on SaaS Cloud platform, Big Data, IoT, Restful Web Services, etc
• Innovate GTM, lead generation, product footprint expansion, customer acquisition, upselling / cross selling strategies: 2015/16: FY16 attainment: 143% through Q3 - FY16 with forecasted finish of 181% at end of fiscal Q1-FY16; highlighted by significant wins at Confidential .
• Understand growth hacking and the connection between product, marketing and analytics (created effective measurements of usage in order to direct the product’s roadmap).B2B2BC business development experience, including products that had at least several millions of users and closing deals in 5 to 20 million dollar range.
• Develop market intelligence on competitive product performance, marketing, branding, messaging, and tactics. Product Management specializing in financial technologies Mobile Platform and App Management (Containerization, Development, Lifecycle) projects. Benchmark product positioning and messaging by highlighting value differentiators.
• Work with Subject Matter Experts and Technical Leads to translate business and legal requirements into an actionable project plan
• Research and respond to industry trends, competitive offerings and potential disruptors within financial services.

TECHNICAL SKILLS

• SaaS Cloud platform
• Big Data
• IoT
• Restful Web Services

PROFESSIONAL EXPERIENCE

Confidential

B usiness Analysis & Data Analysis

Responsibilities:

• Develop and implement plans that will ensure forecasted product revenues and margins are achieved
• Product management, programmatic communications and lifecycle marketing.
• .Define metrics and KPI’s to measure the health of conversion efforts.
• Work closely with stakeholders to collaboratively develop a roadmap.
• Optimizing user flows in the product. Moving funnel metrics.
• Collaboratively working with a team of engineers to build tools aligned with actionable user stories.
• Designed Value proposition (purpose, mission, brand, impact…), Areas of innovation (futurism, ecosystems, platforms…), engagement (partnerships, thought leadership…) and initial ” joint story”, campaign workflows, Business motivational models, Value Streams, Scenarios, Capability models, Heat Maps, Funding Maps, Risk maps for bank funded Lean startups.

Confidential, RI

Lead Functional Consultant

Responsibilities:

• Lead Syndication & Securitization IT team to support Reg and Credit projects.
• Lead Analytics process to gain deep understanding of critical business functions that support Commercial Banking Lending and apply your prior business automation experience to green field opportunities.
• Part of an integrated CB technology team to document, build, and test and implement new business capability using Confidential project life cycle methodologies. Identify, assess, and lead requirements enrichment process recommending business priorities, and advising the business on options, risks, and costs.
• Analyze trends in retail sales and inventory data, product mix shift with intent of improving profitability by cross selling, upselling.
• Design large scale 360 degree view of customer using structured and unstructured sources of data.
• Multiple Projects involved implementationfront to back vendor solutions for our Cross Asset Trading Operations that allows both trading/P&L, and reporting, allowing us to centralize critical trade data.viz.Calypso, Markit, WSS Reval, Bloomberg, and Reuter’s with SunGard Adaptive.
• BuildingAnalytics models for Quantitative Modeling and Development for Interest rate derivatives using: Structured Concurrent Application Java Design Patterns, Business Tier Design Patterns. Developed XSL to transform CalypsoML to FpML and CRD XML formats.Designed sys to leverage various strategies to facilitate profitable executions (provided Sharpe ratio analysis up to 5+).Technical expertise withCalypso Trade Blotter. Experience in integrating Swift payment processing systems with legacy systems.
• Key resource in the evaluation and selection of a 3rd party OMS which was used globally to replace the firm’s aging legacy platforms resulting in an immediate cost saving of $2 million.
• Key task areas are setting up of market data, including zero curves, probability curves, correlation matrices, dividend curves, etc. and the underlying financial instruments that drive the generation of those curves.
• The platform provides high-volume swap and government bond trading desks with event-driven & ticking intraday trading risk and P&L.

Confidential, NJ

Functional Specialist

Responsibilities:

• Lead FA team in Collateral Management and Margin Call-Settlement flow automation projects.
• Take ownership for DBMARGIN, DBX platform scalability and work with stakeholders.
• Lead platform expansion for CCPs in US, Europe and Asia Pacific for Client and Dealer clearing, change management for existing CCPs, integration with new CCPs, addition of regulation mandated products and major market changes.
• Requirements Analysis of OTC’s: Derivatives, Rates, Credit and FX products, pricing, risk calculations and clearing workflows workincluding consent, margin, collateral reconciliation and settlement, Cross Margining.
• To establish relationships with key stakeholders within the customer organization and continuously engage them from the Basel 3 and risk viewpoint especially on credit risk, market risk, liquidity risk, and stress testing Pillars (1,2,3),Enterprise testing.

Confidential, Boston, MA

Business Analyst

Responsibilities:

• Strong understanding of swaps, options and other OTC derivatives and derivative curve structures, inter-dealer (IRS) and non-deliverable currency forwards (NDF) and MBS (TBA’s)
• Lead BA team for application wide analysis and proposal of solutions.
• Elicitated and refined business requirements. Perform feasibility analysis, scoped project, recommended alternative solutions, deliverable prioritization, high level implementation plans, and data and process models, cost estimating, cost benefits analysis, and return on investments.
• The team also facilitated workshops such as JAD, RAD, and DRP sessions, etc. Build POD’S for successful transition from Bank 1.0 architecture to Bank2.0 arch.
• Work directly with users of the system together and document their business requirements, and implement those requirements. Follow up with the users to test the implementation, achieve signoff, and continue to move the system toward go-live.
• Experienced with State Street applications such as Ehorizon (Global Accounting System) and MCH (Multi Currency Horizon).
• Participated to product strategy in coordination with Product Management.
• It involves research and metrics analysis of current clients, business representation on various cross-functional teams (XFTs) s, and analysis of competitive and industry trends.
• H2FY13 blended attainment 98%.Highlighted by securing net new business client valued at $51 Million (US Dollars)
• Manage the entire product development lifecycle, partnering with resources from Engineering, Design, and Product Marketing. .Define roadmap, go-to-market strategy and KPIs for the flagship product.
• Define and execute product strategy on cross platform solutions (iOS and Android) for mobile and web applications and services (internal and external facing customers).
• Leading the creation of user stories, user acceptance criteria, epics, process maps,wireframes,click through prototypes, data mapping and formal requirements documentation including prd’s.mrd’s,2 week agile iterations. Elicit high value reqs (400+) from business, compliance and financial engineering teams to build “Best in class” product with view of customer acquisition strategy and align products yields with ROI models
• Realized and eliminated the end client pain points within B2C and B2B models through guided self-service (GSS) transactions.
• Supported the IT engineering teams in building a fully integrated Atlassian suite, with integration to finance and accounting reporting systems including stack Confluence, Jira Portfolio, Crucible/Fisheye and Bamboo.
• Provided consistent user-centric experience across mobile and Omni -channel banking
• Single platform addresses Mobile Banking requirements for Commercial and Retail channels creating green field opportunities in digital commerce space. Supported Account Based Marketing, CMO strategies, Channel Marketing strategies Demand Creation strategies, Brand Leadership Strategies, and Portfolio marketing.
• Developed global marketing benchmark (spend, # of messages).Worked on quarterly global competitive/trend analysis. Helping Hadoop team with real time marketing analytics.
• Analysis of Customer Behavior Areas of focus including: direct mail and email targeting and performance, customerengagementwith loyalty program, general customer behavior segmentation and trends, coupon response, and margin exposure+

Confidential, Charlotte, North Carolina

Sr. Business/Presales Analyst

Responsibilities:

• Managed client advisory role on Enterprise systems for Asset Management infrastructure such as OMS and EMS platforms to enhance the system to achieve Alpha, reduce costs, manage risks & compliance, attain best execution, and leverage most innovative technologies thereby generating >$10m P&L with a sharpe ratio of 1.5 +
• 2013: FY13BlendedAttainmentfinishes of 107%attainment. Forecast accurately through centralized CRM tool and selling into capital markets clients.
• The product enabled benchmarking, rebalancing and scenario analysis in real time boosting portfolio and risk management and optimizing single customizable workspace thereby reducing operational risk.
• Ability to translate business and legal requirements into a technical project plan with clear scope, timelines and financial forecasts.
• Worked with Actimize RCM and validated the alerts for trade monitoringwithin MAR framework.
• Led Business Analysis engagements for Cross Product Front Running, Order Marking, Marking the Close, Wash Sales, Parking, Cross Trades, Front Running, Non-Regular Way Settlements, Favorable Correction Trading Models for Fixed Income as well as Suitability models that include Portfolio Churning, Turnover, Risk Profile, High Security Concentration and High Industry Concentration.
• Wrote BRDs and FSDs for custom Asset Management suitability models. Kyc/cdd (onboarding, remediation and refresh)Perform market conduct, manipulation, best execution, information barriers, and insider trading (MNPI) reviews for investment banking, wealth management, and asset management divisions to detect breach of applicable FINRA/SEC rules.

Confidential, NYC - New York

Sr. Business Analyst

Responsibilities:

• Prepared Vision / Scope document, Business Requirement Document, Functional requirement document, Use case documents, Supplementary requirement document.
• Achieved results by addressing multiple project requirements concurrently with a focus on Client Workshops to gather critical information and establish strategic vision.
• Successfully used RUP Analysis Model for gathering requirements by facilitating Use Case Workshops and sessions. Use cases & Requirements (Using Rational Req-pro).
• Responsible for creating SQL queries for data extraction and data mining.
• Lead design and status meetings with team members to discuss problem identification, prioritization and resolution, scope creep, and solution architecture.
• Wrote test cases/ plans and execution plans to support UAT.

Confidential - NYC, New York

Sr. Business Analyst

Responsibilities:

• Design and developed next-generation fully electronic multi-asset class trading platform with hybrid and fully automated rich functionality,lowlatency and potential for attracting deep liquidity.
• Develop and oversee development of multiple components of trading platform including order management system, order entry system, matching engine, thick and thin (GUI) clients and messaging middleware.
• The E-trading platform optimized trade strategies with intuitive visual trading, precise back testing, market scanning, order and position tracking, high definition charting, brute force, genetic optimization, portfolio back tester and real time market scan to appropriate categories (e.g. Market-Making, Hedging).
• Had incorporated front office standards for market data management (bootstrapping algorithm), trade capture, pricing (Black-Scholes, Cox-Ross), and risk (Monte Carlo, VAR), Interest Rates, Credit spreads, bond pricing.