Business Analyst, New York, Ny
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SUMMARY
- Senior BA/PM with 13 years of experience in financial services industry.
- Strong noledge of OTC derivatives regulatory reporting (Dodd Frank), risk management and CCAR. Proven track record of leading multiple complex projects.
- Strong noledge and exposure to business and technology within front/middle/back office space
- Extensive project management and business analysis skillset including requirements gathering and documentation, working with Waterfall/Agile methodologies and ability to TEMPeffectively communicate with stakeholders across business, technology and operations teams.
PROFESSIONAL EXPERIENCE
Confidential, New York, NY
Business AnalystResponsibilities:
- Implementing robust technical solutions for Market Risk Ref Data stakeholders
- Defining scope and impact of processes and system changes
- Designing business processes and data flows
- Authoring BRDs, FRDs and User Stories
- Coordinating UAT Testing and obtaining stakeholder sign offs
- Conducting monthly Sprints and coordinating Releases
- Persistent in maintaining project artifacts and implementing improved processes
Confidential, NY
Business AnalystResponsibilities:
- Ensured dat all project requirements are clearly documented, agreed upon and communicated to team.
- Worked directly with DTCC in analyzing new requirements and implemented required changes.
- Supported live/new reporting initiatives by following waterfall and agile methodologies.
- Conducted and lead requirements gathering, gap and systems analysis sessions.
- Authored functional and technical requirement documents as requested to support application development.
- Worked with development and operations teams to agree on requirements and design/ build out development.
Confidential, NY
Business Analyst
Responsibilities:
- Responsible for requirements gathering, specifications and documentation of regulatory initiatives for OTC derivatives by working with business users on implementation of new requirements and liaising with front/middle/back office ops, technology and compliance groups.
- Responsible for end - to-end UAT of bi-weekly Agile sprints dat involved heavy analytical work with goal of delivering in accordance with regulatory mandated deadlines.
- Overseen state of central regulatory reporting system by monitoring flow of data from systems of dependency, analyzing lifecycle event logic, confirming accuracy of FpML messages sent to SDR’s, analyzing return messages from SDR’s, logging new JIRA’s and proposing improvements. Worked closely with DTCC in back loading of trades, data cleanups and other post go live initiatives focused on fixes and improvements.
- Managed UAT/Regression testing for Canada and EMIR jurisdictions. Established test plan and dependencies across front/middle/back office applications to complete successful end-to-end UAT.
- Involved in bi-weekly Agile sprints working with business and technology to test, identify and remediate defects for new code releases focused on improvements to central reporting system, FO system enhancements and DTCC fixes.
- Successfully completed UTI paring/sharing initiative mandated by EMIR regulations by utilizing TriResolve/TriOptima vendor services and by direct contact with counterparties and facilitating bilateral exchange. Participated in weekly ISDA industry calls.
Confidential
Senior Business Analyst
Responsibilities:
- Lead requirements gathering sessions with business users aimed at development of new mortgage client servicing system meant to meet regulatory and industry standards. Assessed and documented current business processes and recommended solutions to increase efficiency in target state.
- Designed current/target state process flows using MS Visio and identified critical user needs. Conducted process analysis within legacy system and flow of data from its upstream/downstream systems of dependency.
- Led working sessions with product owners focused on gathering reporting requirements. Developed reporting inventory by consolidating reports and adding enhancements requested by the stakeholders.
Confidential, NY
Senior Business Analyst
Responsibilities:
- Managed data reconciliation efforts focused on collecting and comparing trade data from the Front Office systems and Counterparty Credit Risk systems for OTC derivatives.
- Identified, investigated, and reported data quality issues dat contributed to the difference in trade MTM values.
- Performed reconciliations in MS Access using SQL to pull and query data, documented breaks and notified relevant groups.
- Collected reconciliation statistics, provided analysis of breaks and detailed reporting for senior management.
Confidential, NY
Senior Business Analyst
Responsibilities:
- Established comprehensive data lineage for IMM-based calculation of Credit Risk RWA within Global Markets and identified data control gaps.
- Documented existing flow of trade and risk data for OTC derivatives and repos from credit systems to the RWA calculator covering front office trading systems which resulted in banks compliance with regulatory requirements.
- Created a data dictionary of input/output data elements dat contributed to calculation of RWA.
- Identified the types of data relevant to OTC derivatives and repos and types of technical and business controls and governance necessary to ensure accurate calculation and reporting of RWA.
Confidential, Jersey City, NJ
Senior Business Analyst
Responsibilities:
- Conducted current state finance operations process analysis. Translated, documented and developed target state business requirements using information gathered in client working sessions.
- Identified key issues in trends and redundancies of current business processes and implemented changes resulting in achieving operational efficiencies and improvements.
Confidential, NY
Business Analyst
Responsibilities:
- Conducted analysis for development of a new reporting platform and new suite of client reporting.
- Responsible for gathering requirements, authoring BRD/FRD’s and troubleshooting development issues by working as a liaison between business and technology.
- In charge of leading end-to-end UAT testing which involved test script development, oversight, execution and defect management.
Confidential
Trader Assistant
Responsibilities:
- Provided trade support to portfolio managers of a top tier hedge fund with 15 billion under management
- Reconciled trader portfolios and was involved in daily direct contact with clearing/executing brokers and portfolio managers to ensure proper position, settlement and P/L reporting.
- Successfully transferred assets out of Lehman Brothers and restored order in companies trading operations with minimal losses during the financial crisis of 2008.
- Created a commission fee schedule tool for all futures/fx products dat reduced daily reconciliation breaks by 40%.
Confidential, NJ
Operations/Business Analyst,
Responsibilities:
- Engaged with business users on projects aimed at identifying operational inefficiencies within back office operations and implemented solutions by streamlining manual processes through automation.
- Successfully integrated and migrated data from legacy back end system to a new accounting platform.
- Created a process maintaining existing FX option position data error free by comparing to 3rd party’s valuation data.
- Created a process automating reconciliation adjustments by loading reconciliation team’s daily work into a master file and loading it directly into reconciliation system and thus saving 4 hours of daily manual work.