SUMMARY:

• Accomplished Business Analyst with solid knowledge and expertise of Information Engineering in the financial industry. Possess extensive technical background with hands on SQL, Microsoft Office and Vendor‘s products.
• Demonstrated competency as a liaison between business and technical units. Provided innovative solutions in the business system design, problem solving and process improvement. Capable to assess detailed information, complete root cause analysis and discern potential quality/control issues.

TECHNICAL SKILLS:

VENDORS: adP/broadrigde ( bPSA, iCI, intact), sunguard ( intellimatch)

Environment: Mainframe, Windows, Web

DATA BASES: Db2, Sybase, Oracle, Access

LANGUAGES: Cobol2, CICS, SQL, Easytrieve Plus, AFP, Microfocus Cobol, Crystal Reports

IT PACKAGES: Microsoft Office Suite (Excel, Access, Word, Visio, Project, Outlook), Lotus Notes

PROFESSIONAL EXPERIENCE:

Confidential

BUSINESS ANALYST

Responsibilities:

• Creation of data analysis and documentation: Business Requirements, Functional Requirements, Mapping Requirements, Use Cases, Test Cases, Process Flows, detailed Flowcharts.
• Maintaining issues lists, including minutes from business and technical design meetings
• Assisting Project Manager in developing and tracking a project plan
• Coordinating with users to receive specifics on requirements
• Interaction with developers, presenting requirements and test cases
• Participate in the identification of production support issues
• Facilitate in development Service Level and Operational Level Agreement between various counterparties
• Building SQL reports assisting Operational staff with data from Broadridge/ADP/BPSA
• Participated in One Broker Dealer project as a result of acquisition RBC of Dain Rauscher for the MO group. The objective of the project was to generate Positional data feed for the RISK analytical purposes from various Front End Trading Systems and enriching it with Security Master and Pricing data types.
• Designed, tested and implemented several projects associated with Client Data in the effort to assist Client On - Boarding group with accurate contact information. The goals were to create a common between 2 databases and to reconcile the Contact information between local, Global and Broadridge/BPSA systems.
• Participated in integration of Sophis Risque system into In-house environment in order to establish a common platform for BO group and eliminate the dependency on local Access databases, achieve inventory control for different groups and obtain the Regulatory Reporting functionality. Specific involvement included - building requirements for Reconciliations with providing Data Vendors and Counterparty input process.
• Designed, tested and implemented Automation of Settlement Process for Foreign Securities and for specific Broker in Broadridge US utilizing NDM Transmissions and MQ Series for BPS Advantage/Intact.
• Designed, tested and implemented several projects to reconcile Cash Activity data using Sungard/INTELLIMATCH product.
• Designed, tested and implemented Stock Loan Availability Locate sub-system. The objective of the system was to facilitate daily operations of Equity Lending Desk professional (look-up available equities for lending and present them to clients who want to borrow them).
• Produced Daily Metrics Reports to demonstrate a number of discrepancies and failing activities in various areas of the Banks operations using Excel graphs.
• Worked on various sub-projects that involved designing tools to help users to improve their day-to day activities.

Confidential

SR. CONSULTANT - programmer

Responsibilities:

• Responsible for maintenance of Trade Execution Subsystem via INTACT/ADP operating through MQ SERIES and NDM transmissions.

Confidential

SR. CONSULTANT - programmer

Responsibilities:

• Responsible for maintenance of ADP Brokerage System that generates statistical and detailed reports. Converted a number of reports from Mainframe platform to Crystal Reports/Sybase.

Confidential

SR. CONSULTANT - programmer

Responsibilities:

• Creation of a detailed Test Plan and the full cycle of Testing
• Writing detailed Technical System Design

Confidential

SR. CONSULTANT - programmer

Responsibilities:

• Responsible for maintenance of APB System (Account Positions and Balance). This system keeps tracks of trades for individual holders, their positions and balance.

Confidential

SR. CONSULTANT - programmer

Responsibilities:

• Responsible for maintenance of Advanced Order Management system (AOM). The application that provides a real-time Order Entry and Trade Status as well as inquiries and reports.
• Maintained Order processing to increase efficiency of the CPU performance.

Confidential

SR. CONSULTANT - programmer

Responsibilities:

• Responsible for development of Human Resources subsystems. Created reconciliation process for employee accounts related to bonus eligibility.

Confidential

SR. CONSULTANT - programmer

Responsibilities:

• Responsible for maintenance and development of Private Banking Online Account Relationships Integrated System (POLARIS). Participated in conversion and testing the above system for Y2K compliance.

Confidential

Sr. programmer analyst

Responsibilities:

• Responsible for enhancement and production support of Unit Investment Trust (UIT). Designed, coded, various subsystems that interact with DTC, Van Kampen, Dean Witter and Philadep. Some of these subsystems are: Shipment Control List, Automatic Redemption, Certifate on Demand, Fast Balance reporting, Withdrawal and Transfer, Direct Invest.

Confidential

Programmer analyst

Responsibilities:

• Designed and implemented a Transit/City system that provides preparation and release of Cash Letters to the Federal Reserve and Correspondent banks.

Confidential

Programmer analyst

Responsibilities:

• Participated in the development of Letter of Credit system and a Banker Acceptance from systems.