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CONFIDENTIAL: Created, monitored the project Deliverable Approval Matrix DAM for all 30 Retail Banking projects through Exploratory Package, Pre-Application and Final Application Phase for Basel Parallel Run reporting, Scorecard requirement and implementation PD, LGD, EAD documentation, Gap Reconciliation Documentation. Developed and managed schedule for the Basel III Retail OSFI Application Exploratory Package, Pre-Application and Final Application governance deliverable steps . Managed change request of agile and waterfall projects for the Basel III Retail OSFI Application IT, business, vendor change requests . Intermediated and resolve PCR issues among IT USTS , business LOBs Sponsors. Wrote entire schedule of the Basel III Allowance for Loan and Lease Losses ALLL Project. Manage the Basel III Retail Workstream Interdependencies, tasks complete of each of the 5000 rows of the Basel Retail Workstream Schedule. Organize and facilitate online and telephone conferences for the Regulatory Basel Compliance Application Process Quarterly and Annual Model Monitoring, Pre-Application, Final Application .

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Business System Analyst

Used Scrum methodology organized work through Microsoft Team Foundation Server, MS Sharepoint and MS Visual Studio and recorded User stories in Scrum methodology in TFS. Worked in team of 10 lead by Product Owner and program of 100 persons. Reversed Engineering: Defined existing Use Cases and wireframes for entire navigation of the Web Front End portal. Documented FRD with use cases and wireframes with 'To Be' state of login process of the Web Front End. In cooperation with IT Architect defined 'To Be' state with BUS system for the login process to receive rights and user profile for the various user levels and formats.

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PM/BA: Managed resources, tasks, risks, issues of Multiple releases within execution and monitor control phase of the Fiserv InformEnt DWH/ETL/BI V8/V9 conversion. Configured Oracle/ Fiserv/InformEnt v9 scheduled jobs based on BSA requirement documentation for InformEnt scheduled jobs. ITPM: Lead entire SDLC for Release of Wealth Management Application 'Alternative Assets' in agile format. Created and maintained intellectual property for PCRs Analytics Report.

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PM / Business Processes Engineer: Interviewed IT and business production managers for OCC and CCAR submissions. Documented end-to-end IT / Business processes from an IT- as well as from a business process perspective in SCRUM team format. Delivered documentation for PNC Bank for CCAR submission with Dash Board, KPYs and Ops Team.

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ITPM / Business Data Analyst in agile format: Pershing Brokerage Data Sourcing. Organized meetings between IT, business, financial control SMEs. Wrote data field and file specifications for deposits, loans, securities and derivatives based on business information on Balance Sheet and IT information for file format.

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• CONFIDENTIAL: Created, monitored the project Deliverable Approval Matrix DAM for all 30 Commercial Banking projects with charter, scope, schedule, BRD, FRD, SDS, data requirements. Accompanied each project with required deliverables through tollgates between Initiation, Planning, Design, Execution, Test, Release and Closure phase. PMO Liaison: monitored project governance documentation, DAM, Approvals. Reconciled approved milestones vs. PMs submitted schedule on MS Project. Tracked interdependencies among projects across Basel II program. Tracked critical path of IT projects.
• IT PM: Lead entire SDLC and delivered PD / LGD scorecard on vendor application in agile format. Successfully introduced new IT PM into daily and weekly routine work status reporting, risk, issues tracking, schedule and budget updating
• IT PM: Co-lead SDLC and delivered Bad Loan application in agile format. Facilitated IT project status meetings for the tracking of scope, schedule, budget, risks, issues, change requests, tollgates, delivery and milestone dates. Writing and keeping track of the meeting minutes. Mediated business SMEs and IT BSAs and PMs to close requirement and schedule gaps.
• PM/BSA: Managed requirement list, assigned action items tasks on IT side for dual credit risk rating platform CRRP, Moody's risk analytics feed, scorecard quantification and modeling.
• Coaching skills: Successfully introduced new Workstream Lead into portfolio of 17 projects across the Wholesale Commercial Banking Workstream of the Basel II Program including organization, scope, budget, resources and communication.
• Managerial skills: Collected status, achievements, near-term priorities, risks, issues, upcoming change requests, and tollgates. Presented and defended workstream status before steering committee.
• Financial Control - created a consolidated report of workstreams business and IT expenses for accruals, actuals and forecasts of a 21M budget for Professional Service Providers, External Data Purchases, Non IT Fulltime Employees, IT Labor, and Hardware. Compliance monitored signed SOWs, accruals vs. forecasts.
• BSA: Drew functional map with customer data sourcing, transactional and product sourcing, analytical risk sourcing, Basel II compliant PD/LGD scorecard quantification and modeling and RWA risk calculation. Created intellectual property for Capital One Bank Commercial Banking DWH dual workflow analytics month-end reporting .

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• Successfully decommissioned Wealth Management BPM Global 360 application with account review function by 12/31/2010 with its migration to the Oracle/Siebel infrastructure.
• Mercury Quality Center: Accompanied entire SDLC for design, documentation, execution and monitor of test and rollback plan in Mercury Quality Center for the deployment of turnovers into BPM Global 360. Did the validation and rollback plan of the turnovers.
• ITPM partner in agile format for the migration of PNC Investments WM Sales and Asset Trading reports on new NFS-M O / Informatica / ETL / OBI EE platform based on the PNCI Clearing Consolidation Project from First Clearing-Legacy-NCC, Pershing-Legacy-Mercantile, and Hilliard Lyons-Legacy-PNC to new NFS National Financial Services . Created intellectual property for payments and account review operations.
• IT PM: Co-lead SDLC and delivered DWH Platform for Consolidated Brokerage System. CA Clarity MS Project: Managed projects with CA Clarity / MS Project E2E: Assigned managed workforces and hours, wrote incidents, turned incidents into tasks, monitored issues and risk lists. Worked with remote internet security access independently on various locations.
• Lead daily meetings with IT and business side business analysts and developers, assigned tasks to resolve urgent tasks. Monitored daily operational business of Wealth Management New Account Openings and Annual Account Review on Global 360 application based on AML US-regulatory framework. Met with developer team to make sure issues are resolved, priorities and deadlines kept. Listed/monitored impedes/constraints of issues, business impacts if deadline is not kept.

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• CONFIDENTIAL: Lead entire SDLC and delivered two core-banking platforms with interfaces to SWIFT, Print and Archive engine, Financial data, CRM, Financial Accounting, Compliance and AML/KYC. ITPM Waterfall Methodology: Successfully introduced IT infrastructure TCS BaNCS PB platform for the start-up and Go-Live of Bank Louis and Centrumbank 0.4 billion in Assets under Management .
• Reported to Project Steering Committee with tracking of scope, schedule, risks, issues, change requests, delivery and milestone dates.
• Accompanied entire SDLC in agile modules and waterfall platform method. Created test scenario book in cooperation with stakeholders and monitored test phase for fixed income bonds, money market deposits , stocks, derivatives, FXMM, cashier, payments, loans, mortgages and financial accounting reports
• Lead the four testing teams: Financial Accounting / Money Transactions / Securities and Derivatives / Corporate Actions with each three members to monitor functional testing, modular testing and integrated E2E testing from Trading Floor transaction registration to Settlement Confirmation. Created and maintained intellectual property for Finaclear operational processes Weekly, Monthly, Quarterly, Annual Reports .
• Successfully introduced the integration of UBS Key Link online-banking into TCS BaNCS PB for secure e-banking, interfacing to a global multi-banking environment, allowing clients to initiate and confirm transactions stocks, bonds, money market deposits, FX transactions and receive reporting related to a wide range of product offerings with UBS group or other SWIFT members. Did the integrated e2e testing with various financial instruments.

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• CONFIDENTIAL: Successfully lead a Six Sigma DMAIC program according to guidelines of a Six Sigma representative. Defined measured, analyzed, improved and controlled the processes.
• IT PM: Lead entire SDLC and delivered BRD/FRD for redesign of Workflow Tool Pega/Pimo. Accompanied entire SDLC for planning, design, development of workflow tool PIMO in agile format. Wrote business case, context diagram, workflow charts, activity diagrams and use cases / FRD to documented architecture and operational processes by back office on PowerPoint and Visio. Documented business processes for the improvement of data quality of financial instruments static and exchange data by face-to-face interviews with UBS IB Equities Operations Front Office on mutual funds, fixed income, OTC derivatives, money market, structured products primary and secondary market to capture data errors, delayed arriving or never arriving thus missing data of all products: money market deposits , stocks, OTC derivatives, swaps, structured products, commodities, precious metal, ETFs, and mutual funds. Evaluated priority of issues and quantity of failures. Created and maintained intellectual property for Master Data Process Flow UBS WM and IB.

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• ITPM Managed entire SDLC of agile formatted project: Reengineered SQL infrastructure: introduced new functions with new FRD for netting of long and short equity derivative positions of transactions with counterparties that have an ISDA agreement. Written FRD for new ADAC mapping product mapping to categorize various financial instruments on the balance sheet / capital reporting.
• IT PM: Lead entire SDLC and delivered Balance Sheet / RWA / Capital Reporting Tool ZAC Zurich Asset and Capital Tracking Tool. Directed project team of 5 individuals to make sure the current infrastructure for credit risk reporting complies with regulatory standards. During the process of the corporate reorganization ONE BANK , the banking book of all securities and derivatives transactions of the Credit Suisse First Boston Zurich Branch was successfully merged with the transactions feed from the BUs CS Private Banking and CS Asset Management. Created and maintained intellectual property of 'ZAC' Zurich Asset Capital Reporting application.

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CONFIDENTIAL: Spearheaded the business plan and start-up of the King's Kurry catering business. Evaluated various geographic locations. Maintained and used intellectual property of Real Estate and Wealth Management for Investment Strategies, Asset Allocations, and Business Operations. Negotiated with pervious facility rental contractors for smooth succession of the leasing contracts. Evaluated ethnic foods markets at the time of 2002 in Switzerland. Did Windows Upgrades and Server Support with TCP/IP Management for various clients Philips Semiconductors, Swiss Life, UBS .

Asset Management

CONFIDENTIAL: Reported asset allocations in currencies, geography, industries, business sectors of each customer portfolio including stocks, bonds, call options, currency hedges, mutual funds, fund of funds, alternative investments. Maintained and used intellectual property of Wealth Management for Investment Strategies, Asset Allocations, and Business Operations. Did Online Equity Research, Reported Mutual Fund Performance and Allocations. Customer facing and interacting role. Did Business Analysis and Execution of Asset Allocation Infrastructure with Excel / Bloomberg / Reuters.

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Supervised for two years the Trading Floor of Securities Sales, Securities Trading, New Issues, Foreign Exchange and Money Market Positions/ Transactions. Calculated Greek risk values delta, gamma, Vega, VaR with Monte Carlo random, historical and variance/co-variance model on Bloomberg. Reported Net Present Value Calculation for Cash Flows of all Money Market Instruments.

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