SUMMARY

• Senior Business Analyst with 15+ years of experience Proven project management and business analysis experience, with over 15 years delivering IT solutions to organizations within the finance and banking industry. Excellent interpersonal skills and business analysis acumen
• Well - versed in Project Life Cycle methodologies to effectively implement technology and program management projects, comprising requirements analysis, project scheduling, application development, SIT and UAT testing, project planning, proposals and presentations
• Defined and managed requirements for large scale projects across several lines of business spanning Global Wealth Management, Corporate Reporting, Global Expense Management, Long Term Debt, World Wide Securities and Treasury Finance Divisions
• Proficient in communication and interpersonal skills to engage all level business partners

TECHNICAL SKILLS

Business Analysis: Requirements Analysis, Process Flow Diagrams, Prototyping Project Management SDLC, Project Planning and Scheduling

Methodologies: Waterfall, Agile, Test Case, User Stories, SDLC, Atomic Requirements

Modeling Tools: Visio, Power Point

Data Base: Data Analysis, Logical Design

Tools: & Packages: Jira, MS Project, PowerPoint, Excel, Word, Visio, SharePoint Security Clearance Level II

PROFESSIONAL EXPERIENCE

Confidential, New York, NY

Lead BA

Responsibilities:

• Created process flows to establish the applications new design to include an approval workflow, and additional workflow modules comprised of 3 different group requests
• Designed 10 new reports for daily tour volume, audit tracking and general statistics
• Create a data dictionary a key driver for the design and development of application database
• Developed business process flow logic
• Created a detailed security matrix for the end to end operation of the system application to enable admin to manage and maintain role security
• Documented server configuration requirements for the data wrangler project to enable the server architecture team to setup user access and data connections for rollout to production
• Created and developed a role matrix for stakeholders to determine security setup and server admin to configure the new server
• Finalized scope requirements to meet budgetary constraints
• Documented use case business processes to capture the workspace dashboard interface components for the legacy Fed Wire System

Confidential, Jersey City, NJ

Senior Business Analyst

Responsibilities:

• Performed in depth analysis on Securities Lending business transactions to strategically map the source data into the Regulatory Reporting Application
• Documented the business process to implement enhanced data locking features to control Monthly Reconciliation Reporting by locking data feeds, manual uploads and data entry
• Designed new reports for Trial Balance and Reconciliation Consolidated Reporting
• Contributed to the overall planning and coordination between business and technology teams to implement quarterly regulatory reporting compliance software upgrades
• Acted as single point of contact between the firm Management and appropriate IT groups to assist with onboarding setup for 2052a reporting between the firm and Confidential Bank
• Developed, documented and executed system integration test cases for over 15 Regulatory Reports
• Managed, documented and maintained standard operating procedures to successfully process chart of accounts data loads to numerous application environments
• Created and implemented a newly refined security matrix model for the Regulatory Reporting application
• Developed a business model detailing key components and features for several Vendor Letter of Credit and Supply Chain applications and delivered formal proposal to senior management
• Created and defined requirements and workflow documentation for a new Letter of Credit and Expense Management Application
• Planned, analyzed, documented and coordinated the successful implementation of an automated quarterly tax report for two individual government agencies
• Created and defined requirements and modeled business improvements to automate Accounting Unit manual data entry process
• Generated multi project status report presentations for senior management

Confidential - Jersey City, NJ

Project Manager/Senior Business Analyst

Responsibilities:

• Defined and managed requirements for Client Trading Applications creating workflows for core components, essential features for new User ID registration and verification process, account management setup, consolidated delivery preferences and message center for all client communications
• Provided product support for development of a new Apigee Software API platform implementation that required documenting project requirements
• Technical specifications manual, standard operating procedures, workflows to engage client side end to end API integration.
• Presented to senior business team and is now used as a standard
• Detailed use case scenarios and centralized work process flows to help resolve Trade Order ticket status issues

Confidential - Jersey City, NJ

Senior Program Associate

Responsibilities:

• Team lead managing a scrum team, responsible for executing multiple enhancements while meeting target dates for existing and new build Client Onboarding Application Implementations
• Defined and managed the development of Business Operating Models for Long Term Debt and Expense Management projects enabling core business teams to manage day to day operations
• Developed data map blueprint to maintain consistent reporting between Client Onboarding applications versions I and II
• Managed, mentored and trained junior staff members on Client Onboarding, Global Expense Management and Client Profitability Projects
• Developed SharePoint Sites end to end that resulted in organizing full scale project activities across several work groups in the division.
• Constructed an SDLC framework for Senior Management Program Office
• Constructed employee survey to capture training knowledge and needs for a core business team resulted in defining training standards for new hires
• Constructed security blueprint for long term debt application to enable security authorization and access control.
• Created and delivered senior management presentations, communications planning, user surveys and training guides for Global Expense Management Phase I and Phase II
• Developed project scorecards and status metrics for Wholesale Client Profitably and Platform Control program office
• Developed SharePoint Sites for SIR, GXM, WCP and Platform Control Projects

Confidential - Pennington, NJ

Business Analyst

Responsibilities:

• Team Lead responsible for weekly status meetings to facilitate resolving application production issues
• Produced an automated Dashboard for metrics reporting and trend analysis
• Reported Daily metrics key performance Indicators for production environment issues to Senior Management
• Produced technology recovery run book for the enterprise wide cross product platform
• Prepared and executed a knowledge transfer project for a single product platform

Confidential - New York, NY

Project Manager/Business Analyst

Responsibilities:

• Defined and managed requirements enhancements for a proprietary partnership accounting system
• Developed test plan strategy for implementing new enhancements for the proprietary partnership accounting system
• Documented and maintained User Guides to facilitate in the effective training and full understanding of application functionality
• Reported daily QA metrics to senior management

Confidential - New York, NY

Senior Technical Officer/Project Manager/Business Analyst/Developer

Responsibilities:

• Lead BA created and delivered business requirements for a new automated Client Onboarding system keeping the project on track and on time
• Partnered with Risk and Audit to ensure Client Onboarding system meet all compliance requirements
• Lead Developer utilizing Lotus Notes to design and develop numerous applications across Finance, World Wide Securities and Treasury Services
• Lead Facilitator between offshore and onshore teams, leading design review sessions, with project and delivery managers
• Created and delivered weekly management reports for project planning and implementation activities on all project initiatives for both onshore and offshore resources