SUMMARY

• Extensive Capital Market Knowledge and Experience wifin Commodities, Currencies, Foreign & Domestic Bond, Derivative and Structured Product markets, Excel, MS Power Point, SQL proficient, Macros, Pivot Tables, Word, Teradata, Business Management, Agile and Waterfall methodologies, Financial Reporting, Client Relationship, Target Marketing/Penetration, Sales, Presentations/Closing, Client Cultivation/Acquisition, Strategy Development, Account Acquisition/Retention, Budget Management, Sales Team Training/Supervision, Tactical Planning, Vendor Relations, Policy Formulation, Negotiations, NFA Series 3 & 30, FINRA Series 7 & 66, CT Life licensed, Willing to relocate.

PROFESSIONAL EXPERIENCE

Senior Business Analyst

Confidential

Responsibilities:

• Manage teh administration and requirements for end to end business applications utilized wifin teh FICC ( Confidential, Commodity and FX) space.
• Interact wif internal line of business (LOB) which includes senior stakeholders, desk managers and supervisors to address escalations and ensure adherence and alignment of business and technology strategies.
• Design & deliver business solutions that optimize sales, fulfillment, and servicing processes.
• Develop, implement, and maintain a business capability roadmap that links and aligns technology strategy to business strategy.
• Engage wif primary LOB to focus on and deliver increase automation and standardization across applicable surveillance processes.
• Leaded and coordinated financial due diligence for potential acquisition of third party vendor platforms for LOB.
• Evaluate process, information, and automation needs and coordinate teh fulfillment wif appropriate business and technology partners.
• Assisted QA and LOB in defining test cases and acceptance criteria.

Senior business Systems analyst

Confidential

Responsibilities:

• Gather and document business requirements, working to understand internal client's business above and beyond teh immediate requirements. In addition, converts requirements into functional specifications while working wif business team counterparts to determine scope for user requests.
• Act as a liaison between teh internal business groups and teh development staff to ensure proper implementation of requirements wifin teh expected timetable. Also communicated any material modifications of teh business requirements to teh client.
• Effectively communicated credit risk methodology enhancements to IT partners that assisted in overall portfolio analysis of commodity hedges.
• Author test plans and utilize those documents to test applications. Create and run functional as well as regression test suites. Work wif QA / automated testing team when needed for performance/load testing as well as automated regression testing.
• Activity involved ensuring a positive end product for clients by overseeing teh implementation of software enhancements and new functionality as well as writing mobile website requirement documentation and training material.
• Participated wifin an agile and waterfall methodology environment

Business Analyst

Confidential, Norwalk, CT

Responsibilities:

• Revamped and Constructed Investment Policy Statements for numerous Foundations to support their mission to promote teh sharing of best practices among their long term donors.
• Responsible for performing business analysis on internal workflow.
• Defined a diversified global investment strategy including commodities, foreign/domestic bonds and foreign exchange markets.
• Gathering requirements that are wifin Confidential and Commodities framework and responsible for documenting them wifin teh internal database.
• Responsible for budget projections and project scope for multiple projects simultaneously.
• Responsible for tracking timelines, resources, and budgets for all projects utilizing MS Power Point.
• Instrumentally contributing to 3 commodity trading programs, involving currencies, derivatives on commodities, and a full discretionary trading platform that encompass sourcing data from multiple databases.
• Managed iterative model method wifin managed account platform construction to address ever changing commodity conditions using SQL to data map.
• Created and reviewed P&L and cash flow models while incorporating NPV, IRR, MIRR and sensitivity analysis for teh weekly, monthly, and quarterly basis.

Consultant / Senior Business Analyst

Confidential, New York, NY

Responsibilities:

• Managed a System Development Life Cycle model to facilitate a commodity trading platform for teh organization.
• Develop comprehensive company financial/management breakdowns, historical data and operational information for reports utilizing a combination of databases, to facilitate investment decisions.
• Updated, maintained and presented driver variance files for actual vs. forecast, plan and prior year
• Advised foreign trading companies on trading platforms on Confidential, commodity and derivative criteria, and issued recommendations regarding teh optimal projected performance of these vehicles.
• Provided detailed research and formal presentation to a hedge funds’ key stakeholders, who subsequently opened a multi - million dollar account wif teh firm.
• Developed and compiled research report on teh euro-dollar pair, sent to high net worth individual and institutional clients, which generated $200K in annual funds for teh firm.

Product Developer

Confidential, Norwalk, CT

Responsibilities:

• Acquired an S&P ratings feed, and spearheaded teh development of a database which enabled clients to receive ratings data for foreign and domestic bonds.
• Led teh team developing a municipal bond platform; acquired information from specialized vendors, created new data formulas and a user friendly end product.
• Created codes and streamlined new formulas to ensure accurate information was delivered from teh Confidential database to end user.

Corporate Relationship Manager

Confidential, Atlanta, GA

Responsibilities:

• Advised a client and facilitated a $1.3B structured product transaction; collaborated closely wif three major European investment banks to receive financing to build hospitals overseas.
• Strategically structured a client’s financial plan valued at $500K; projected market fluctuations and diversified teh customer’s portfolio; increased teh net worth to $2.5M.
• Structured a $500K variable annuity account for a client that delivered a minimum guaranteed interest rate of 6.5%.
• Increased teh company’s production rate by 35% by strategically targeting teh non-profit sector, and providing teh team wif comprehensive training and development to teh team about this sector.
• Integral part of teh $100 million USD Secondary Offering of Georgia Power 6% Senior Notes (GPJ); developed teh pitch book, delivered key presentations to top management, spearheaded teh team that conducted teh analysis and placed one- third of teh offering wif client base.
• Cultivated relationships wif senior Asset and Hedge Fund Mangers including senior members of teh Bear Stearns team, to gain access to their entire municipal portfolio.
• Developed client-tracking models to monitor essential customer information on teh MuniDirect proprietary platform.