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Lead Business Analyst - Program Manager (consultant) Resume

New, YorK

SUMMARY:

  • Lead Business Analysis - Program Management
  • Superior ROI through focused leadership, communication, analysis and execution
  • Strategic & Operational Leader for Technology & Business Analysis / Master Planning & Execution
  • Full Cycle Trade Order and Execution Expert
  • Experienced Data Visualization Analyst,
  • Agile Project methodology
  • Data Visualization Director
  • Requirements and functional specification documents, business cases, use cases, context diagrams, state diagrams, activity diagrams, process workflows, requirements traceability matrices, project plans, project reports and presentations
  • Full life-cycle for the delivery of distributed application, primarily online brokerage related
  • UAT scripts execution
  • FIX and CMS based order entry and execution systems
  • ILX Workstation, A-T Financial Workstation, Signal, Reuters, ADP, ADP Partner, Bloomberg, Open Bloomberg and Bridge Workstation
  • Specialized applications knowledge in Equity Trading and Settlement, Fixed Income Trading and Settlement, Derivatives Trading and Settlement, FX Trading and Settlement, Credit Analysis, Risk Management, Banking, Market Data Distribution, Accounting, Operations, and Compliance. Hands-on experience of technology resources as well as Financial Market Data, including ILX Workstation, A-T Financial Workstation, Signal, Reuters, ADP, ADP Partner, Bloomberg, Open Bloomberg and Bridge Workstation.
  • Visionary leader skilled in repositioning assets for profit through comprehensive physical, financial and technical analyses. Close interaction with traders, developers, clients, and sources of liquidity support. Extensive methodology and process experience with a strong ability to oversee and monitor success of projects and staff. Interaction with all senior level business managers to develop prioritization and delivery of technology projects.
  • Concept-to-execution driver & turnaround specialist for project delivery of FIX and CMS based order entry and execution systems. Expertise in executing UAT scripts, in order to ensure operational quality, system integrity and verify system processes meet user needs. In-depth knowledge of requirements gathering, functional requirements, data definitions, process flows, gap analysis, use cases and QA test plans.
  • Negotiator and advisor managing relationships for disparate groups of clients with conflicting priorities.

TECHNICAL SKILLS:

Specialties: Data Visualization, Business Intelligence (BI), SDLC, ETL.

Data Visualization Expertise: Tableau, Qlikview/Sense, Spotfire, PowerPivot, Excel, SSAS.

PROFESSIONAL EXPERIENCE:

Confidential, New York

Lead Business Analyst - Program Manager (Consultant)

Responsibilities:

  • Assist in developing best practices for data presentation and sharing across the organization
  • Provided technical leadership for the definition and development of test plans and system documentation
  • Established procedures for knowledge transfer around using data visualizations to business stakeholders
  • Implemented Qlik Sense on an Enterprise level for all Data Visualization and reporting for both internal and client facing utilization
  • Established a Center of Excellence for business stakeholder adoption of insights-driven decision making and/or business process innovation
  • Led visual design and interest in creative visualization work including adoption
  • Partnered with product managers, and engineering to enable decision support and key customer insights through internal and web tracking metrics
  • Developed and Coordinated report requirements with internal customers to meet business objectives
  • Provided guidance to business stakeholders on what data to capture, how to map data needs to business questions, and how to prioritize analysis work while partnering with our team to execute
  • Answered ad-hoc analytic questions and trained users to self-serve standard reports leveraging Excel and databased for Qlik Sense data visualization
  • Pursued data quality, troubleshoot data validation, and see issues to resolution

Confidential, New York

Lead Business Analyst - Program Manager

Responsibilities:

  • Worked with multiple technology teams globally to implement an Enterprise Data Warehouse solution. Used to centralize, govern and cleanse data for improved reporting facilities.
  • Initiated and oversaw a 7-month vendor selection process targeting data visualization solution tools, which included full POCs with 3 finalists. Ultimately selecting Qlik View and Qlik Sense as the Data Visualization tool set.
  • Continued support for major clients who remained on Tableau
  • Implemented all BI and Visualization strategies, including Center of Excellence to oversee all process controls.
  • Led all client-side Business Development efforts as they related to Data Visualization. Driving over $80 Billion in new assets (Fund Servicing). Further leveraging BI/DV capabilities to greatly drive improvements and revenue via cross-selling efforts.
  • Led all Business Analysis efforts internally and externally as they related to BI/DV
  • Generated several hundred dashboards internally and externally related to every line of Confidential business.

Confidential, New York

Lead Business Analyst / Front Office Trading, Regulatory & Controls Analyst Consultant

Responsibilities:

  • Lead Business Analyst for the centralization of trading data across 60+ Execution and Order Management applications.
  • Led a large effort to source data from 60+ applications to the centralized, cleansed and governed to begin monitoring for Unauthorized trading practices across Confidential enterprise.
  • Provided a Data Visualization solution using QlikView and MS SSAS to monitor all trading and reporting within the Regulatory Reporting Framework.
  • Focused the team and initial deliverables to facilitate monitoring and reporting of Cancels, Amends and Lates, Out of Hours, Off Premises, Late Trades (Exchange) and E Communications.
  • Worked closely with 70+ COO’s, Book Main Traders and Supervisors across the organization during the analysis, reporting and implementation phases of the project.
  • Reported on behalf of the team at Steering Committees, Governance Group and Supervisory meetings held on a Weekly and monthly basis.
  • Ensured a standardized documentation, reporting and scheduling approach across all streams and regions.
  • Led impact assessments of new regulatory updates and the impact on the bank
  • Conducted traceability mapping & requirements analysis between regulations, rules, requirements and solution to provide an auditable view of how product supervisors and their reports are complying with the regulations.

Confidential, New York

Lead Business Analyst / Head of Strategic Services

Responsibilities:

  • Implemented Enterprise Data Warehouse initiative which was leveraged for reporting and data visualization using Tableau
  • Business requirements and assessment of current OTC derivatives instruction trade management processes, reference data, data attributes and security master database.
  • Regularly working with the Front Office and Risk teams to understand new and existing trading strategies for risk review and reporting.
  • Asset classes covered include Interest Rate Derivatives, Swaps, Interest Rate Swaps, Credit Default Swaps, Foreign Exchange Swaps, and Equity options, Swaptions, Foreign Exchange Options and Equity/Index Derivatives.
  • Recommend strategic initiatives and analyze OTC derivatives protocols and practices around DTCC, SWIFT, Swapswire, FpML, Advent Geneva Global Portfolio Accounting System, DerivServ, and ISDA.
  • Launched a comprehensive enterprise-wide technology strategy to support the business lines globally
  • Increased productivity through applications development and deployment Maintained data integrity and oversight, using SQL Queries and joins for reporting
  • Contributed to the definition of key strategic business objectives leveraging IT capability

Confidential, New York

Lead Business Analyst Consultant

Responsibilities:

  • Created business cases, use cases, requirements documents, context diagrams, state diagrams, activity diagrams process workflows, requirements traceability matrices, project plans, project reports and presentations
  • Revamp of Equities and FX Program Trading/Quant’s Desk and their flow into a centralized trade matching and settlements system
  • Assist manager and senior analyst with conducting Risk & Control Self-Assessment (RCSA) for Trading Risk Services at the process level by performing analysis and maintaining pertinent documentation which includes but is not limited to documenting process flows;
  • Oversaw UAT process to ensure that deliverables met user needs and expectations
  • Conducted business strategy and vendor product selection analysis
  • Collaborated on system design, user interface design and technical architecture sessions with system designers and technical architects

Confidential, New York

Project Manager / Senior Business Analyst

Responsibilities:

  • FIX Back Office move to Global Back Office, revolutionizing the process for trade capture, reporting and settlement
  • Created business cases, use cases, requirements documents, context diagrams, state diagrams, activity diagrams process workflows, requirements traceability matrices, project plans, project reports and presentations
  • Developed enterprise business rules management methodology
  • Conducted business strategy and vendor product selection analysis. Following Agile and Scrum methodologies
  • Collaborated on system design, user interface design and technical architecture sessions with system designers and technical architects
  • Executed UAT scripts prior to end user presentation, in order to ensure validity and accuracy of the scripts and system functionalities

Confidential, New York

Project Manager / Senior Business Analyst Consultant

Responsibilities:

  • Defined client customizations required for implementation
  • Developed specifications for custom client reports; worked with development team in Crystal Reporting environment
  • Translated customer feedback into product features and enhancements
  • Assisted with design reviews
  • Helped deliver coordinated releases for solutions
  • Supported system testing and beta programs
  • Worked closely with developers to ensure that requirements were understood and that designs support the requirements

Confidential, New York

Project Manager / Senior Business Analyst Consultant

Responsibilities:

  • Led initiative to change existing Execution and Order Management Systems (EMS/OMS)
  • Act as a key liaison with TRS managers and subject matter experts to gather information regarding process flows, associated risks and controls;
  • Act as a key liaison with business partners across Risk Management, including Operational Risk Management and Governance Experts(SOX, Audit and Compliance) to provide action plans and documentation on RCSA results;
  • Interacted with Business, Operations, Compliance, Accounting and Legal users to ascertain and document requirements
  • Managed vendor relations throughout the interview and selection process
  • Documented and managed the local OMS migration for the London and Hong Kong offices, as well as OMGEO OASYS upgrades for Domestic and Global desks
  • Oversaw the QA and UAT processes, including the development of a repository for functional and latency testing

Confidential, New York

VP Project Manager / Senior Business Analyst

Responsibilities:

  • Facilitated business rules gathering; created functional specifications
  • Assisted documentation and quality assurance teams with testing and test cases
  • Understood the intentions and expectations of Senior Management
  • Developed a rigorous and detailed project plan that could be formally accepted by all stakeholders
  • Ensured that the functional requirements were complete and accurate, and that they reflected the intentions and expectations of our Senior Management
  • Responsible for task tracking and status reporting
  • Worked with technical resources to ensure that business requirements are understood, and proposed technical solutions meet business objectives

Confidential, New York

Business Analyst Consultant

Responsibilities:

  • Managed a team of 10 Strategic Services consultants, including staff development plans, and objective setting for team and individuals
  • Developed high-level feature sets, detailed use cases and systems specification for Equity Trading applications
  • Provided project management for trade services delivery. Identified and documented trade flows across equities, derivatives, fixed income and prime services
  • Balanced technical effort and business priorities in defining phased product feature sets
  • Liaison between developers and users, to produce timely comprehensive requirement specifications. Managed user acceptance testing

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