SUMMARY:

• SME Senior Business Systems Analyst who transitioned from development team lead. PMP certified, Agile certified, Six Sigma Greenbelt. SME in software and data projects working with top tier clients in banking, brokerage, insurance and government.
• Senior Business Systems Analyst, Senior BA/PM, Senior Business Process Analyst, Technical Product Owner, Technical Business Analyst, Datawarehouse Business Analyst, IT Business Analyst.
• Extensive experience in Business Analysis, Data Analysis, Systems Analysis, Process Analysis, Quality Assurance and Project Management (Certified PMP) as senior/lead BA, developer, data analyst
• Experienced in waterfall, iterative, Agile project management methodologies. PMI - ACP certified
• Experienced in all phases of SDLC/PLC from conception through implementation and support
• Energetic, go-getter, yes-we-can-do attitude, accustomed to working in fast-paced environments
• Excellent analytical, organizational, communication and interpersonal skills
• Data Analysis experience includes: Data requirements, sourcing, mapping, cleansing, testing, reconciliation, remediation, modeling, warehousing; Relational databases (Teradata, Oracle, Access, DB2, SQL Server, Sybase, Netezza), SQL
• Business/Technical experience includes: Use Cases, Requirements (FRD, BRD, TSD), Current state, Future state, Gap analysis, Process design, Workflow analysis, Diagrams/flowcharts (workflow, data flow, systems flow, business process map), Testing requirements/scenarios/scripts, Data quality, Root Cause analysis, Solution Analysis/Comparison, Programming, ETL, Implementation, Production support

TECHNICAL SKILLS:

Web: HTML, JavaScript, VBScript, ASP, CSS, Adobe Photoshop.

Client Server/Windows: UNIX, C-shell, Perl, C, C++, PowerBuilder, Visual Basic.

Mainframe: TSO, COBOL, ISPF, SPUFI, EZTrieve, JCL, Proc, CICS, VSAM.

Software: Salesforce CRM, Quality Center, Visio, SharePoint, TOAD, SQL Assistant, SQL Server Management Studio, MS Office, MS Project.

PROFESSIONAL EXPERIENCE:

Confidential

Consultant - Senior Business Analyst

Responsibilities:

• Work with Director level business customers, technical staff and external vendor to support the automation of manual processes and replacement of legacy mainframe, client server and Access systems with Salesforce CRM, SharePoint and custom solutions: Understand Salesforce CRM features, abilities and limitations in Communities, Service Cloud, Marketing Cloud and Lightning Components; Understand and document current state business processes, workflows and data flows;
• Evaluate vendor technical solution, determine gaps between solution and business processes, propose resolution;
• Gain consensus between business stakeholders, technical staff and vendor; Produce BRD and related future state artifacts; Achieve customer signoffs.
• Workstreams include: EFT setup and maintenance, External third-party access portals, Audit Issue Management and Tracking, Legal restrictions on accounts, Data remediation projects.
• Customer Relationship and Wealth Management applications
• Technical BA and Agile Product Owner for proprietary Wealth Management portal and CRM applications. Meet with business for project intake, estimate budget and effort for project requests, write business requirements, negotiate consensus and signoff, translate business requirements into technical requirements, perform data analysis, perform data service and UI mapping, write user stories, create features, produce mockups, groom backlog, perform demos, coordinate with test team, perform functional testing.
• Enhance web, desktop and digital applications to provide trade view of transactions instead of settlement date view;
• Update applications to migrate pricing service from Confidential to Factset;
• Provide data services to other applications.

Tools: Rally, Confluence, MS Office, SOAP Tester, XML, Visio, mainframe.

Confidential

Business Analyst Specialist - Regulatory Reporting

Responsibilities:

• Write FRDs, test plans, implementation plans;
• Responsible for design and migration of reports from legacy system to Tableau;
• Coordinate and execute regulatory reporting data quality projects, automation of manual regulatory reporting processes;
• Troubleshoot and support regulatory reporting IT application.
• Daily interaction with all levels of staff including business customers, developers, operations personnel, project managers, consultants and external vendor staff.

Confidential, NYC, NJ

Consultant - Sr. Business Systems Analyst

Responsibilities:

• Support upgrade of commercial banking account analysis and reconciliation vendor applications over 28 releases:
• Work within technology team with technical SMEs to document current state system and functions where no documentation exists;
• Document future state technical requirements;
• Run whiteboard sessions with technical and business teams.
• Decompose and document code to support upgrade of legacy PowerBuilder system to .Net; Understand and uphold HIPAA privacy standards.

Confidential, Sleepy Hollow, NY

Sr. Business Systems Analyst

Responsibilities:

• As-Is and To-Be Analysis: Review and document end-to-end current state and propose future state of legacy business and information systems targeted for platform upgrade;
• Review and document automated procedures, manual procedures, workflows, data flows; Identify gaps; Recommend improvements;
• Gather and document business requirements;
• Propose and future state system.
• Consult on other problem processes to provide guidance, perform root cause analysis and implement solutions.

Environment: Confluence, JIRA, .Net, Clarity, MS Office (Excel, Project, Visio, Word, Access, PowerPoint), SharePoint, Mainframe, Oracle, SQL Server.

Confidential, New York, NY

Consultant - Sr. Business Data Analyst

Responsibilities:

• Instrument and Client Account Reference data analysis- Liaise between business partners and IT technical teams to acquire new data sources, remediate instrument master and client account reference data quality issues.
• Work with business partners to elicit requirements and author requirements documents.
• Work with technical team to design, test, implement technical solutions and ensure solution meets business needs.
• Author BRDs, FRDs, testing documents.
• Open and/or remediate defects; Perform data analysis of instrument master waterfall and client accounts reference data.
• Participate in end to end testing. Oracle, TOAD, MS Office (Access, Excel, Project, Visio, Word), ALM, SharePoint.

Confidential, New York, NY

Sr. Business Data and Process Analyst

Responsibilities:

• Accounts Reference Data systems, Finance Change Management
• Perform business and data analysis activities necessary to establish a golden source for trading accounts hierarchy and reference data maintenance from multiple dissimilar systems: identify scope, reconcile/migrate/ synchronize data, decommission legacy systems.
• Business analysis, BRD, GUI design, detailed data analysis, data flow diagram, data mapping, data transformation rules, proof of concept, business and technical SME interviews, face off with IT and middle office, author and execute test plan and test cases for unit, SIT and UAT. SQL server, Access, MS Office, Visio, MS Project, TSO, Sybase.

Confidential, New York, NY

Sr. Business Systems Analyst

Responsibilities:

• Participate in requirements for new Client Onboarding and Account Opening systems;
• Perform legal entity data analysis for Dodd Frank; Function as an internal consultant and IT SME
• Regulatory and business rules analysis: current/future state analysis and diagrams, gap analysis, BRDs; Business process modeling, data and access entitlements, common modules definition & modeling (SAAS); Data investigation: Data analysis, data mapping across multiple systems, data flow.

Environment: Oracle, SQL Server, Access, MS Office, PowerPoint, Visio, Business Objects.

Confidential, New York, NY

Data Analysis Team Lead

Responsibilities:

• Worked within data services group as Team Lead, Subject Matter Expert and analytical resource responsible for acquiring and analyzing data sources in regulatory reporting automation program to populate enterprise contract, balances, positions data warehouse;
• Managed a team of 9 on-shore and off-shore analysts;
• Elicited business and data requirements from customer;
• Created/maintained project plans; Identified data sources;
• Reviewed data standards for required elements;
• Created data maps across multiple data sources to enterprise data warehouses;
• Reviewed data profiles;
• Performed gap analysis;
• Acquired contract and reference data;
• Conducted analytical discussions and coordinated between business customer, QA, development team;
• Participated in testing - documented and remediated issues;
• Presented team status to senior management;
• Calculated and presented analytical metrics to senior management.
• Mainframe, Teradata, Oracle, SQL Server, MS Office, PowerPoint, Access, Visio, MS Project.

Confidential, Charlotte, NC

Consultant - Sr. Business Systems Analyst

Responsibilities:

• Team member participating in Basel II project as BA representing Basel data warehouse
• Responsible for sourcing credit risk data into enterprise data warehouse from origination, servicing and loss/ recovery application systems for input into risk calculator.
• Gathered and documented business requirements, data mapping, data transformation, participating in JAD sessions, SQL, data verification, problem resolution, root cause analysis.
• Discovered and resolved errors in project prior to deployment.
• Six Sigma projects.

Environment: Mainframe, Teradata, Quality Center, Oracle, SQL Server, MS Office, PowerPoint, Access, Visio, MS Project.

Confidential, Charlotte, NC

Consultant - Sr. Business Analyst

Responsibilities:

• IT BA / liaison between business clients and IT staff: Gathered business requirements, translated business needs into system requirements for development and QA teams.
• Coordinated UAT process; Knowledge transfer to operations team.

Environment: Web, client server, Access, .Net, Smalltalk, UNIX, mainframe.

Sr. Technical Analyst

Confidential, Tampa, FL

Responsibilities:

• Architected and implemented commissions structure and agent reference data structure (ids, licenses, certifications)
• Gathered business requirements from external client;
• Performed gap analysis, data analysis, data mapping, reconciliation;
• Coded and implemented extract, transform, load programs (ETL);
• Created and executed test plans, verified results, tracked defects;
• Directed the activities of 4 programmers;
• Coordinated systems changes across IT and business areas within HIPAA regulations;
• Developed reporting and ETL processes.

Environment: Access, COBOL, DB2, VSAM, EZTrieve, SyncSort, JCL, SQL, and FTP.

Confidential, Bergenfield, NJ

Web Designer/Developer - Entrepreneur

Responsibilities:

• Gathered business and technical requirements;
• Produced sample designs;
• Negotiated client contracts;
• Provided follow-up support;
• Responded to client inquiries
• Explained technical concepts;
• Designed, created, and implemented Web sites using HTML, JavaScript, Dreamweaver, Flash, Fireworks, Adobe Photoshop, and Adobe ImageReady.

Confidential, Jersey City, NJ

Senior Analyst/Developer

Responsibilities:

• Responsibilities included gathering business requirements, producing functional and technical documents, creating Web pages using HTML, ASP, JavaScript and VBScript, writing UNIX and Perl scripts, database design, ETL processing, writing and optimizing SQL stored procedures and queries, writing COBOL, DB2 and IDMS programs, performing quality assurance, providing first-line post-implementation support and providing production support for legacy systems.
• Consolidated multiple stockbroker ID systems into a single system, allowing brokers a complete view of anticipated and historical compensation. Gathered business requirements, performed initial analysis, created functional and technical documents, designed database structures, created batch interfaces and overnight processing, created Web pages for real-time updates, coordinated data cleanup with business clients.
• Created various MS Access databases including table design, queries and reports.
• Converted millions of trade transactions from mainframe (COBOL, DB2, and IDMS) to Sybase (ETL processing) - Code and implement extract, transform, load programs (ETL).
• Worked with team to set up user entitlements based on brokerage team associations.
• Close/reopen month-end processing with broker paycheck calculation and interfaces to payroll and PeopleSoft HRIS: Gathered business requirements, created functional and technical specs, coded Web pages, stored procedures, UNIX and Perl scripts.
• View and update broker reference data, calculate paychecks, and set up special compensation deals: Coded Web pages, stored procedures, UNIX and Perl scripts.
• Wrote and executed unit, systems, functional, parallel and regression tests.
• Participated in creating system manual and training users.
• Was responsible for a distributed processing asset management fee system consisting of a PowerBuilder front end and a Sybase and IBM mainframe back end. Duties included gathering business requirements, designing solutions, writing business and technical documents, coding PowerBuilder programs and Sybase stored procedures, training user, providing user support, and performing PowerBuilder version upgrades.
• Provided IBM mainframe systems support:
• Responsible for all IDMS issues including production support, version upgrades, new programming, and program updates.
• Participated in mainframe disaster recovery planning and drills.
• Created and maintained COBOL and DB2 programs.
• Created systems procedures using MVS/TSO, JCL, FileAid, and SyncSort.

Confidential, Ridgefield Park, NJ

Development Team Lead

Responsibilities:

• Employee Lead programmer responsible for maintenance and enhancements to COBOL / CICS / VSAM / IDMS global custody application.
• Designed, coded, and implemented systems to extract data, create, and send SWIFT messages.
• Designed, coded, and implemented client custody statements.
• Code and implement extract, transform, load programs (ETL).
• Provided overnight, first-line production and disaster recovery support.
• Wrote functional and programming specifications.
• Interviewed and trained new hires.
• Coded and implemented programs.