Financial Business Analyst Resume

SUMMARY

Expertise in broad - based project management with extensive experience in driving projects, and leading cross-functional teams to meet key program deliverables in support of the financial sector.
Adept at identifying change, supporting and enhancing business value from concept to completion.
Capacity for maintaining focus on achieving bottom-line results while formulating and implementing advanced technology and business solutions to meet a diversity of needs.
Requirement Specifications Gathering (e.g. BRD, FRD)
Documentation of Design and Processes
Technical skills include SQL querying, Pivot/VLOOKUP in excel, Data Management
Data Sourcing/Financial Regulatory Reporting (CCAR reports:FRY11, FRY9C, FRY14A, FRY14Q, FRY 14M)
Risk Management/Operational/Internal Controls
Knowledge of E2E Trading Lifecycle and Operations workflow

PROFESSIONAL EXPERIENCE

Confidential

Financial Business Analyst

Responsibilities:

Analyze and review client database system for new Fed Reserve Liquidity reporting requirements in Liquidity Coverage Ratio calculation
Standardize client type identification process for the client onboarding team
Led effort to assign proper client type for active clients in current reporting process

Confidential

Vice President, Finance Change

Responsibilities:

Led general ledger posting engine effort for data to post to Oracle from Financial data hub.
Delivered specific attributes on Residential Mortgage Loans to support CCAR FRY14M reporting.
Disseminated granular portfolio attributes on Residential and Commercial loans to calculate HFS loan losses for CCAR FRY14A.
Sourced additional data attributes in OTC derivatives to support CCAR regulatory reporting
Led sourcing effort of global P&L Repo and Security lending Financing data to the financial data strategic hub. Work extensively with Collateral management system IT to source Repos/Reverse Repos/Triparty Repos for regulatory reporting group. Diverted 2 headcounts in the financial reporting group that previously had to manually gather the information for financial reporting.
Guided Listed Derivatives enhancement project to improve posting mechanism for balance sheet de-recognition. Reduced 80% of painful monthly and quarterly manual adjustments on the balance sheet.
Automated treasury funding for alternative investment process. Implemented automation process for funding activities between alternative investment entities and Cayman.
Eliminated regional posting engine (Spectral) and implemented global posting rules, provided annual saving of CHF 1mm of operational cost.
Redirected “Accepted and Unaccepted” commitment loan data into existing LIQ strategic finance architecture, leveraging the PC, FA, and BMR analysis and reporting tools.
Automated the Alternative Private Investment business process, incorporating Front Office data automation into the new business process and enabling new process into firm finance reporting architecture for IHC reporting requirements.

Confidential

Business Analyst

Responsibilities:

Examined and reviewed the data sourcing of US Regulatory Migration System within the framework of Financial System Initiative.
Implemented process to improve data defect on the Repo and Security Lending finance data. Saved financial reporting a day in their month-end process.
Integrated customer referencing data into the financial strategic architecture and retired 4 legacy referencing systems, saving $200,000 maintenance cost.

Confidential

Associate, Global Control/Product Control

Responsibilities:

Reconciled GS security positions with external clearing houses (e.g. DTC and Chase)
Implemented new accounting and control procedure for Stock borrow/Loan to be in compliance with firm global strategic control requirement.
Managed problem-solving team using root cause analysis methodology to reduce Settlement Operations control break exceptions by 90%. Created and implemented procedure to prevent repeat occurrences.

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