SUMMARY

• Seasoned professional with extensive experience in the financial industry as a project manager and business analyst with proven ability to coordinate complex projects while working in fast - paced and rapidly changing environments.
• Senior Consultant for several large banks working on end to end CCAR and Risk (RWA) Reporting assignments. In-depth knowledge of Banking Regulatory standards such as BASEL and Dodd-Frank act.
• Hands on experience with various areas of FSDF in CCAR architecture planning, FR Y-14A/Q, FR Y-9C projections, aggregation, reconciliation & controls, and reporting.

TECHNICAL SKILLS

Tools: OFSAA, Axiom, DRM/DRG, FDMEE, Informatica ETL, Hyperion Suite HFM/HP, IntelliMatch, Tableau, DQ Marts, QlikView, OBIEE, APEX, CFT, MS Excel, MS Access, MS PowerPoint, MS Visio, Crystal Reports, Info7, Blueprint, Web Services, SAS DataFlux, SAP BI/BO, SharePoint, ABACUS

Market Data: Bloomberg, Thomson Reuters, REDIPlus, FIDESSA, Wall Street Systems (WSS)

Languages: SQL, PL/SQL, SAS EG, HTML, Java, C/C++, .NET, Python, XML

Databases: Oracle, MS SQL Server, Sybase, Informix, MySQL, LDAP

PROFESSIONAL EXPERIENCE

Confidential - New York City, NY

Sr. Business Analyst / Lead Consultant

Responsibilities:

• Write functional and technical specifications detailing data migration activities to be carried out to extract, transform, and load static data and transactional information. These include: data migration requirements & scope; mapping and transformation rules; data gap remediation solutions; cleansing/enrichment activities; and reconciliation approach.
• Implement technical solution and configure rules for various calculations within OFSAA FSDS for multi-tiered catalog including Product, GL, COA, Financial, and Organization dimensions.
• Enhance OFSAA data model by mapping the source data to OFSAA staging tables to Dimension and Fact tables. The mapping includes dimension management, hierarchy management, facts and customer tables and attributes.
• Work within a Credit Risk Technology team tasked with RWA reduction initiative aimed to efficiently prepare the firm for Basel 3 transition.

Confidential - Jersey City, NJ

Sr. Business Analyst / Lead Consultant

Responsibilities:

• Collaborated with key business and technology SMEs on delivery of end to end data management and FR Y-14A/Q’s report submissions for Comprehensive Capital Analysis and Review (CCAR) implementation on behalf of BancWest (Bank of the West and First Hawaiian Bank) and Corporate & Investment Banking divisions.
• Bridged various business and technology teams in cross-functional process flow visualization (ABACUS) for CCAR, Liquidity Risk, Credit RWA, General/Specific Market RWA, and Counterparty Risk reporting projects.
• Involved in US IHC CCAR blueprint for credit and counterparty RWA forecasting documentation consisting credit risk-based measures for credit, equity, and securitization.
• Defined data transformation specification requirements for the OFSAA/Axiom transformation and FSDF & non-FSDF to Axiom for FED reporting purposes. Utilized PL/SQL for data gap analysis and designing data dictionary specs.
• Developed Tableau reports and dashboards as well as Tableau Data extracts using SQL, Excel, and flat files.
• Created and modulate FRDs and Technical Specification for Hyperion Financial Management (HFM) and Hyperion Planning (HP) for regulatory, budgeting, forecasting and management reporting.
• Involved in the implementation of metadata standards, data governance and stewardship, master data management, and data marts per Data Management requirements to define common vocabularies, and data definitions.
• Validate and maintain incoming FPO CRs for DRM/DRG COA reference data and metadata enhancements.

Confidential, Warren, NJ

Sr. Business Analyst / Sr. Consultant

Responsibilities:

• Managed and maintained requirements documentation in accordance with baseline releases by utilizing Blueprint Requirements Center. Responsible for development and implementation of Blueprint POCs for KYC (Know-Your-Client) and CARDS projects. Leading a team of collaborators, reviewers, and approvers in requirements & data loading via Import/Export processes.
• Collaborated with several IT groups on development of functional specifications for CCAR FR Y14Q Schedule G (Pre-Provision Net Revenue (PPNR) Axiom Transformation requirements, detailing both Business Line/Segment and Firm Wide specifics metrics). Involved in development of functional requirements for Basel III - RWA transition and CCAR.
• Developed consolidated income statement business data transformation specifications for FR Y-9C Schedule HI.
• Queried and enriching historical data sets for several sections of Model Doc for General Market Risk RWA Projections.
• Designated as point of contact for various stakeholders including business owners, middle office, risk quants, and developers for Dry Run and Dress Rehearsal Monitoring.
• On-boarded Interest Rate, FX derivatives, and other exotic products to the firm’s global derivatives risk management system.
• Utilized proprietary testing tools to configure UAT and QA environments used to perform Credit, PNL, and Stress runs. Worked closely with Quantitative Research group on modeling new products to get model approvals.

Confidential - New York, NY

Sr. Business Analyst

Responsibilities:

• Involved in building several Master Data sections, developed reports based on the internal financial and 3rd party data, while enriching the above from FACETS repository by utilizing SAS EG/PC and PL SQL.
• Led consolidated Data Governance group for collecting centralized inventory of data validations and reconciliations across all functional work-streams. Responsible for maintaining cross-streams usage, interpretation, and data dictionaries for financial reconciliation as well as functional and technical control reports.
• Managed functional and technical specification changes, detailing data migration activities to be carried out via ETL processes such as data migration requirements, mapping and transformation rules, data gap remediation, cleansing / enrichment activities; and reconciliation and control approach.

Confidential - New York, NY

Project Manager / Sr. Business Analyst

Responsibilities:

• Engaged in a broad range ofdataprofiling and analysis functions and developed action plans for remediation ofdataqualityissues. Performedresearch ondataanomalies, provided documentation of analyses and action plans, and generateddataqualityscorecards. Assessed impacts to organization-wide operations, applications, and business processes, and developed work plans to analyze and deliver a target state recommendation decks.
• Contributed to the data migration processes from the concept phase through realization. Worked on user cases, process diagrams, data flow diagrams, data maps, data profiling results, and all other functional elements required to successfully deploy and support data migration initiatives. The scope of work included data analysis activities such as: data assessment, data profiling, data cleansing, data gap remediation; data extract, transformation and load; data reconciliation, conceptual modeling utilizing both Business Objects Data Services.
• Managed implementation of data governance strategy and policies for ERP system integration across multiple business-function areas of United Nations with an aim of achieving an improved controllership and operational efficiency. Ownership of numerous intranet based applications for HQ, Regional Offices, and Country Offices; Enhancements of the existing applications to meet the needs of newly formed Regional and Sub-Regional offices as well as dashboard applications to reflect the new organizational structure.