SUMMARY OF QUALIFICATIONS

• Quality Assurance Analyst. Test planning, preparation, test case design and execution, reporting, implementation validation, defect management. System Integration Testing SIT and User Acceptance Testing UAT planning and execution.
• Business Analysis DMAIC , SDLC, business and functional requirements gathering and specification, data mapping, brokerage corporate and banking system conversion, Basel II credit and market risk regulatory compliance and reporting.
• Credit risk analysis and compliance metrics reporting, financial analysis, risk rating assignment, corporate traded products.
• Securities trading valuation, Asset Liability Management, Trading Profit Loss reporting, pricing, risk metric reporting and data analysis, FAS133 accounting and financial reporting of futures, options, treasuries, derivatives, foreign exchange.
• Corporate debt origination, syndication services reporting and administration, agency and portfolio management.
• Formal corporate credit training through Bank of America Global Corporate Investment Bank Analyst Training Summer 2004 .
• Bloomberg, Thomson-Reuters, Team Foundation Server, Quality Center/ALM, JIRA, banking and brokerage analytic, trading and credit distributed and mainframe platforms BETA, Calypso, Advantage, PAM , SQL Server 2008, Microsoft Office suite Excel, Word, Visio, Access, PowerPoint , Adobe Dreamweaver, HTML, CSS, XML.

PROFESSIONAL EXPERIENCE

Confidential

Quality Assurance Analyst

• Define, plan, and test BB T treasury services initiatives for distributed and mainframe enterprise commercial banking solutions.
• Coordinate test execution with project management, development, lines of business, vendors, and other internal departments.
• Perform functional, systems integration and user acceptance testing efforts for treasury services division initiatives and enhancements. Participate in requirements and technical design reviews to ensure clarity of the design and usability. Perform implementation validation.
• Generate and report testing results, execution status, defect management, tracking and resolution through HP Quality Center ALM and Team Foundation Server.

Confidential

Quality Assurance Analyst

• Test planning of functional changes, enhancements and interface migrations for Wells Fargo's Enterprise Market Risk Technology Calypso platform.
• Perform functional and regression test execution, execute SQL queries and stored procedures to complete regression testing, track test script execution and execution status through Quality Center and JIRA for review with larger project team .

Confidential

Quality Assurance Analyst

• Perform functional and regression testing, quality assurance for online banking and individual retirement account IRA system integration and functional changes, enhancements.
• Log testing defects and manage defect life cycle through remediation.
• Map business requirements to test plans and test scripts in HP Quality Center and track test script execution.
• Analyze business and functional requirements for online banking and individual retirements account IRA system changes and enhancements.
• Design and execute test cases and test scripts against business and functional requirements for systems integration testing.
• Coordinate and lead peer and business test case and test script reviews.

Confidential

Issue Management Tester

• Partner with compliance officers to test and validate actions taken to resolve compliance regulatory issues. Conduct business activity testing and validation to ensure regulatory issues are remediated on a sustainable basis. Reporting and consolidation of remediation pipeline and compliance metrics.
• Create testing and validation plans to assess whether actions taken have remediated issues. Execute testing plans and document outcomes.
• Interact with compliance officers, executives and audit partners to report testing and validation results. Create compliance reporting metrics and maintain proper evidence of issue remediation and validation.

Confidential

Business Analyst

• Functional requirements specification of mainframe application solutions for Wells Fargo/Wachovia corporate brokerage and trust conversion. Data analysis and mapping utilizing Excel and SQL Server, test planning and execution, implementation planning. Facilitated requirements gathering, participation in JAD sessions, documentation approval and review. System Integration Testing and User Acceptance Testing planning, coordination and execution. Test case design and test script execution and validation. Defect identification, tracking, analysis and resolution.
• Testing and implementation of community banking solutions and application enhancements impacting general ledger, 401K/retirement, relationship banking and reporting interfaces and platforms in the Wells Fargo/Wachovia merger and brokerage conversion. System Integration Testing and Users Acceptance Testing planning, coordination and execution. Test case execution and validation. Defect identification, tracking, analysis and resolution.

Confidential

Business Analyst

• Capital Markets data analysis with Excel and SQL Server and user acceptance testing system migration of balance sheet management derivatives portfolio. Provide analytical and technical support for trade valuation reconciliation and accounting, accrual posting. Test defect review and resolution, reporting of results.
• Build trading positions in trade system, enter daily rates, distribute trade blotter. Perform daily reconciliation of trade valuations.

Confidential

Business Analyst

• Define, measure, analyze and implement business requirements solutions to meet proposed Basel II regulatory market risk requirements for VAR back testing, bank trading platform data processes, controls and regulatory reporting.
• Identify and mitigate project risks, diagram and validate current and future state processes.
• Facilitate communication, elicit requirements, develop and deploy project solutions with key stakeholders in global market groups' finance, middle office, regulatory reporting and technology groups.

Confidential

Business Analyst

• Business requirements documentation, use case development, requirements traceability, functional design documentation of technical reconciliation and data quality improvements for fixed income securities and derivatives traded products, portfolios and platforms to meet proposed Basel II regulatory/compliance requirements. System Integration Test planning.
• Business requirements gathering and documentation, process and data mapping of economic capital model/data and systems flows across multiple business lines retail, commercial, securitizations, traded products to meet proposed Basel regulatory requirements.

Confidential

Assistant Vice President

• Manage validation, reconciliation and distribution of securities and derivatives position, risk and market value metrics of Asset Liability Management and interest rate swap portfolios. Report sensitivity, DV01, Greek risk metrics and cash flow schedule analyses and net interest income impacts associated with available-for-sale securities portfolio of corporate, municipal, domestic, and foreign securities, mortgage backed securities, structured credit products, interest rate derivatives, futures and options.
• Produce, validate and publish daily securities trading portfolio profit and loss report. Price and verify market value, unrealized and realized profit and loss, risk metrics for portfolio of domestic treasuries and securities, domestic and foreign futures and options, spot and forward foreign currency options, and interest rate derivatives.
• Identify and resolve pricing issues between front office, middle office and technology teams to ensure accurate, detailed and timely accounting and reporting of daily trading portfolio activity. Produce and publish accurate, detailed and comprehensive daily accounting reconciliation of securities trading P L report to source systems of record.
• Design, implement, test, document and manage improved control processes to ensure accurate interest rate swap FAS133 valuation methods. Data analysis of traded securities and derivatives, User Acceptance Testing system application enhancements.

Confidential

Capital Markets Credit Risk Reporting Administrator

• Perform financial and credit analysis, underwrite derivative transactions associated with public finance debt issuance through formal credit approval memorandum CAM process. Evaluate and approve transaction risk, borrower capital structure, leverage, liquidity and operating performance against established portfolio policy and guidelines, assigning appropriate risk ratings. Identify and assess key credit risks, leverage market research and analysis by third-party rating agencies.
• Conduct annual reviews of financial and credit risk of approved derivative portfolio relationships to monitor and assess creditworthiness, recommend appropriate risk rating changes as needed. Perform quarterly credit analysis of substandard relationships through management interviews and pro-forma financial assessments, recommend appropriate reserves.
• Manage municipal derivative portfolio database of borrower and transactional data. Partner with municipal derivative marketing and trading risk associates. Produce monthly, quarterly and ad hoc reports of portfolio statistics, sensitivities, summaries and reserves to internal stakeholders.
• Coordinate credit risk and daily exception reporting for capital markets credit risk management team through management of issuer and counterparty risk system covering corporate investment grade and high yield, commercial paper, par and distressed loan and municipal trading. Manage stand-alone credit exception reporting system for structured credit products portfolio.

Confidential

Investment Loan Assistant

• Coordinate and support internal portfolio management records and agency management functions for Global Project Finance Group portfolio loan and loan equivalent exposure to America's region North and Latin America .
• Review and prepare credit action documents and loan exposure forms. Maintain and update credit files. Manage compliance tracking system for assigned customers and perform ongoing loan covenant reviews.
• Implement and administer new process of electronic distribution of credit approval documents between business unit and credit risk management personnel. Developed and managed quarterly portfolio exposure report and annual review database.