SUMMARY:

• Ten years’ experience in as a business analyst/business consultant in finance/banking, telecommunications, and biotechnology. Team Lead on multiple projects.

TECHNICAL SKILLS:

Applications: Oracle Mantas, Cognos, Business Objects, Siebel, OBI, Spotfire, Drools, Microsoft Dynamics CRM, VB, Mainframe Apps, ZRSP, Databases (Oracle, Sybase, SQL Server, Essbase, DB2), JIRA, Requisite Pro, Rational Rose, Visio, Erwin Data modeling, HP Quality Centre, Microsoft Project, JIRA/Confluence, Remedy, NaviPlan, Confluence, Reuter s eFXpedite, Wall Street Systems, Bloomberg, 360T, FXAll, Currenex, Adaptiv, DTCC, ISL, Unavista.

Business/System Documents: High Level Requirements (HLRD), Systems Requirements Specifications (SRS), Detail Requirements Specifications (DRS), System Process Flows, Business Process Flows, ETL Requirements, Use Cases, RUP diagrams, Project Plans, Logs (Risk, Issue, Project, Test), Test Plans, Test Cases, Implementation Checklist and Schedule, Project Close Out, Lessons Learned, Requirements Traceability Matrix.

Financial Products FX: Spot, SWAP, FWD, NDFs, Block Trade, Derivatives, Time Options; Money Markets, T - Bills, Bonds, Debentures, Mutual Funds; ETF s; Commercial Products - Mortgages, Commercial Loans, Default Loans.

Telecommunications: Network Engineering, OSS, Network Performance, Network Ops.

Biotechnology: CRM Applications, Medical/Scientific Datawarehouse and products.

Project/BA Lead: First Knowledge Financial (l - Quebec RESP/Grant projects), BMO (Client Profitability Project, eFX Projects, FFIEC Compliance Project, Commercial Lending Business Process), RBC (Client Sales Intelligence Platform Upgrade Project, Custody Management Reporting Systems (Dexia)).

Data BMO: FX/FIC, I&CB, Commercial Lending Data - Queries/Stored Procedures/Unix Scripting to load data/reports, data analysis, report/data scrubbing. RBC - FIC/FX/Custody Data Queries, UNIX Scripts (Enterprise Architect, Toad, etc., DB2, Sybase, Oracle. Scotiabank WSS (Wall Street Systems) data queries Oracle.

WORK EXPERIENCE:

Senior Business Consultant

Confidential

Responsibilities:

• Used gathering sessions through meetings and various business analysis methods to obtain requirements for Reuters Foreign Exchange Trading Platform for RET ET2.3. Interacted directly with the vendor and business teams to ensure requirements specifications and testing.
• Lead Business Analyst on FX Applications.
• Updated Data Flow and Business Process Flow and Use Case Diagrams to prepare business and systems requirements for Foreign Exchange Platforms. Prepared technical documentation to accompany any existing internal and vendor documentation. Created documentation for business and technical users. Used gathering sessions, meetings, and other business analysis methods to obtain requirements for FFIEC compliance with Reuters FX Application (RET ET2.3). Interacted directly with the vendor, business, and technology teams to ensure regulatory and compliance requirements were met. Supervised testing, rollout and implementation of FFIEC regulatory compliance through multi-factor authentication and using digital s.
• Performed SIT/UAT Testing, Regression Testing and test documentation and processes for Test Plans, Test Scenarios, Test Cases and Test Scripts for Reuters ET2.3 FX Application, and FX Data. Located show stoppers and defects and worked with vendor to correct.
• Used JIRA/Confluence for Issues, Defects, Project tracking and updates. Used Remedy for CRQ’s and Releases.
• Used gathering sessions through meetings and various business analysis methods to obtain requirements for FXR (Foreign Exchange Rates). Interacted directly with the vendor and business teams to ensure requirements specifications and testing.
• Performed SIT/UAT Testing and Regression Testing and test documentation and processes for Test Plans, Test Strategies, Test Cases and Test Scripts for FX Broadway/eDealing application for the FX Application XML Data. Located show stoppers and defects and worked with vendor to correct. This also included system testing with the use of test harnesses and performance testing.
• Updated Standard Operating procedures and process documentation including disaster recovery/business continuity processes for Appcat applications/systems. Prepared Data Dictionaries, Critical Data Inventory for Detailed Requirements.

Business Consultant

Confidential

Responsibilities:

• Provided ongoing support for T&O operations for Corporate and Commercial Lending and Loan IQ.
• Updated business and system process flows, requirements documentation, and operation process documentation with Corporate and Commercial Lending.
• Provided ongoing support for LOAN IQ, APMS, MECH and other Corporate and Commercial Lending applications.
• Tracked/Updated ongoing issue logs/tickets for Corporate and Commercial Lending with data in Loan IQ, APMS, MECH, IBUK, and Global Finance. Ensured business and operations processes were in compliance with for regulatory reporting and accounting & control standards.
• Prepared business procedures, process flows, and requirements documentation as required by project deliverables and BMO’s SDLC (Software Development Life Cycle).

Business Consultant

Confidential

Responsibilities:

• Used gathering sessions and meetings to obtain requirements for the Global Wholesale Banking Application and Data Warehouse and to ensure regulatory and compliance requirements are met.
• Prepared Requirements Documentation for Business Views for Clients At-Default, Clients Pre-Default and Client Facility Origination current and historical data.
• Prepared Requirements Traceability Matrices and other requirements documentation as required by project deliverables and RBC’s SDLC (Software Development Life Cycle).
• Performed Integration and UAT testing in WCR (Wholesale Credit Risk) Application and data warehouse. Created, developed, executed test cases and scripts in HP ALM and tracked any defects.

Business Consultant

Confidential

Responsibilities:

• Used gathering sessions through meetings and various business analysis methods to obtain requirements for Reuters Foreign Exchange Trading Platform for RET ET2.1. Interacted directly with the vendor and business teams to ensure requirements specifications and testing.
• Lead Business Analyst on FX Applications.
• Updated Data Flow and Business Process Flow and Use Case Diagrams to prepare business and systems requirements for Foreign Exchange Platforms. Prepared technical documentation to accompany any existing internal and vendor documentation. Created documentation for business and technical users. Used gathering sessions, meetings, and other business analysis methods to obtain requirements for FFIEC compliance with Reuters FX Application (RET ET2.3). Interacted directly with the vendor, business, and technology teams to ensure regulatory and compliance requirements were met. Supervised testing, rollout and implementation of FFIEC regulatory compliance through multi-factor authentication and using digital s.
• Tracked credit limits for accounts for FX to ensure clients were within credit limits. Data tracked in WSS, Bloomberg, FXConnect, FXALL, and Adaptiv/FPDC.
• Performed SIT/UAT Testing, Regression Testing and test documentation and processes for Test Plans, Test Scenarios, Test Cases and Test Scripts for Reuters ET2.1 FX Application, and FX Data. Located show stoppers and defects and worked with vendor to correct.
• Used JIRA/Confluence for Issues, Defects, Project tracking and updates. Used Remedy for CRQ’s and Releases.
• Performed SIT/UAT Testing and Regression Testing and test documentation and processes for Test Plans, Test Strategies, Test Cases and Test Scripts for SunGard’s Adaptiv application for the FX Application XML Data. Located show stoppers and defects and worked with vendor to correct. This also included system testing with the use of test harnesses and performance testing.
• Updated Standard Operating procedures and process documentation including disaster recovery/business continuity processes for Appcat applications/systems. Prepared Data Dictionaries, Critical Data Inventory for Detailed Requirements.

Business Consultant

Confidential

Responsibilities:

• Used meetings, interviews, and gathering sessions to complete a requirements for Current and future states.
• Prepared business and system process flows for present state and future states.
• Updated business and system process flows, use cases, and data dictionary with Commercial and Credit Lending with Risk Ratings, Watch List and Default account ratings.
• Prepared current state and future state documentation on credit risk, credit ratings, and reservations, write-offs for General Ledger, Provision for Credit Loss and Allowance for Credit loss accounts.
• Tracked/updated process and business flows for Commercial and Credit Lending (Accounts with Loans in Default) with data from Commercial Connect, LQIS, LoanIQ, MECH and APMS. Ensured business process flows and data for SAMU. Commercial Lending and TPS were properly updated and tracked in Commercial Lending and Special Accounts systems. This also includes PCL reservations, NCCS, CCAS, MDIF, CWL, LIQ, MLS, and G/L.
• Prepared Business Procedures, process flows, and requirements documentation as required by project deliverables and BMO’s SDLC (Software Development Life Cycle).

Business Consultant

Confidential

Responsibilities:

• Used gathering sessions and meetings to obtain requirements for the AML Mantas User Interface and Reporting Systems to ensure regulatory and compliance requirements are met.
• Prepared Change Requests to update Requirements Specifications for AML Mantas User Interface and Reporting Systems.
• Updated Requirements Specifications documents with respect to any Requirements Change Requests.
• Prepared Requirements Traceability Matrices and other requirements documentation as required by project deliverables and BMO’s SDLC (Software Development Life Cycle).
• Requirements analysis and data dictionary on data process and data flow feeds from WSS (Wall Street), TPS, APMS, MECH, LOANIQ, IBUK FACS, and NCCS.

Senior Business Analyst

Confidential

Responsibilities:

• Used gathering sessions, interviews and various business analysis methods to obtain requirements for 360T FX Application. Interacted directly with the vendor and business teams to ensure requirements specifications and completed Unit and SIT testing.
• Used Data Modeling, Data Flows, and Use Case Diagrams to write business requirements and systems requirements for 360T FX Application.
• Prepared technical documentation to accompany any existing internal and vendor documentation. Created documentation for business and technical users.
• Performed SIT/UAT Testing, Regression Testing using BNS practices and documentation for Test Plans, Test Cases/Scenarios and Test Scripting for 360T FX Application, FPML and XML Data. Located show stoppers and defects and worked with teams/vendor to correct defects.
• Analyzed, gathered requirements for any Change Requests for DFA, CFTC, Canadian, and EMIR regulatory reporting. Used various business analysis methods to gather requirements. Used SQL/DB queries to confirm reporting output requirements.
• Performed SIT, UAT, and Regression Testing using BNS Test Plans, Test Scenarios, Test Cases and Test Scripting for DFA, CFTC, EMIR, and Canadian regulatory compliance reporting.

Senior Business Systems Analyst

Confidential

Responsibilities:

• Used gathering sessions, interviews and various business analysis methods to obtain requirements for Client and Sales Intelligence (CSI) with the vendor and business teams to ensure requirements specifications, regulatory compliance and testing.
• FX Products - Spot, Forward, Swaps (Even/Uneven), NDF’s, Block Trades, Time Options, Derivatives.
• FI - Products - Money Market, Government/Corporate/ZeroCoupon/Inflation-Linked/Municipal, REPO, Derivatives.
• Lead Business Analyst on all Client and Sales Intelligence (CSI) and Oracle Business Intelligence (OBI) reporting.
• Used Data Modeling and Data Flow, Process Flow and Use Case Diagrams to write business requirements and systems requirements for Client Sales Intelligence Platforms.
• Used gathering sessions, interviews and various business analysis methods to obtain requirements for Sales Credit Grid for FX and FI.
• Performed SIT/UAT Testing, and Regression Testing and test documentation for Test Plans, Test Strategies, Test Cases and Test Scripts for Client and Sales Intelligence (CSI). Located show stoppers and defects and worked with vendor/consultants to correct. Test plans; test cases and defects were used within HP Quality Centre. JIRA’s were used to maintain defect-tracking issues.
• Performed SIT/UAT Testing, and Regression Testing and test documentation for Test Plans, Test Strategies, Test Cases and Test Scripts for Sales Credit Grid. Located show stoppers and defects and worked with vendor/developers to correct. Test plans; test cases and defects were used within HP Quality Centre. JIRA’s were used to maintain defect tracking and outstanding issues.

Senior Business Analyst

Confidential

Responsibilities:

• Used gathering sessions, interviews and various business analysis methods to obtain requirements for Reuters Foreign Exchange Trading Platform for RET 3.5. Interacted directly with the vendor and business teams to ensure requirements specifications and testing.
• Lead Business Analyst on all FX Applications.
• Used Data Modeling and Data Flow, Process Flow and Use Case Diagrams to write business requirements and systems requirements for Foreign Exchange Platforms. Prepared technical documentation to accompany any existing internal and vendor documentation. Created documentation for business and technical users.
• Used gathering sessions, interviews and various business analysis methods to obtain requirements for SunGard’s Adaptiv Pre-Deal check for the FX Applications. Interacted directly with the vendor and business team to ensure requirements specifications.
• Performed SIT/UAT Testing, Regression Testing and test documentation and processes for Test Plans, Test Scenarios, Test Cases and Test Scripts for Reuters 3.5 RET FX Application, ETL and FX Data. Located show stoppers and defects and worked with vendor to correct.
• Tracked credit limits for accounts for FX to ensure clients were within credit limits. Data tracked in WSS, LoanIQ, and Adaptiv.
• Performed SIT/UAT Testing and Regression Testing and test documentation and processes for Test Plans, Test Strategies, Test Cases and Test Scripts for SunGard’s Adaptiv application for the FX Application XML Data. Located show stoppers and defects and worked with vendor to correct. This also included system testing with the use of test harnesses and performance testing.
• Used gathering sessions, interviews and other business analysis methods to obtain requirements for FFIEC compliance with Reuters FX Application (RET 3.5). Interacted directly with the vendor, business, and technology teams to ensure regulatory and compliance requirements were met. Supervised testing, rollout and implementation of FFIEC regulatory compliance through multi-factor authentication and using digital s.

Senior Business Systems Analyst

Confidential

Responsibilities:

• Used gathering sessions, interviews and various business analysis methods for getting requirements for Custody Data Management System. Worked with business to gather requirements, data and process flows, completion of project documents using Waterfall methodology.
• Used gathering sessions, interviews and various business analysis methods to obtain requirements for Client Financial Reporting and Accounting Systems. Worked with business to gather requirements, data and process flows, completion of project documents using Waterfall methodology.
• Prepared technical documentation to accompany any existing internal and vendor documentation. Created documentation for business and technical users.
• Used Enterprise Architect for UML Modeling, Data Flow, Process Flow, ETL, and Use Case Diagrams. These were used in preparing Business Requirements Documents and Systems Requirements Documents for the Custody Data Mart Reports and XML Extracts.
• Used Requisite Pro for Requirements Gathering and Analysis. Used Microsoft Visio for Data Flow and Process Flow Modeling. Used Enterprise Architect for UML Modeling, Erwin Data Modeler for Data Flow and Business Intelligence Analysis. Used SQL Navigator, PL/SQL Developer to run ad-hoc queries and data analysis.
• Prepared Requirements Traceability Matrices, Non-Functional Requirements to accompany Test Scenarios, Test Cases for Custody Management Reporting.

Senior Business Analyst

Confidential

Responsibilities:

• Used gathering sessions, JAD Sessions, interviews and various business analysis methods to obtain requirements for (SADMS) Scientific Affairs Data Management System. Worked with business to gather requirements, process flows, completion of project documents and coordinated project releases using RUP.
• Used gathering sessions, Enterprise Architect for UML Modeling, Data Flow, Process Flow, ETL, and Use Case Diagrams for obtaining requirements for the GPSS (Global Product Safety Surveillance) system. Also used Enterprise Architect, Visio for flow diagrams and modeling and RUP Power Point deck(s) and other RUP documents for project updates.
• Lead Analyst on KOL/CRM systems. Lead Canadian initiative on RFP process for selection of new vendor. Provided support and ongoing maintenance Cognos Reports, GOLE Application, ad -hoc queries, and data analysis within GOLE. Used SQL Navigator, PL/SQL Developer to run ad-hoc queries and data analysis.
• Prepared technical documentation to accompany any existing internal and vendor documentation. Created documentation for business and technical users.
• Performed SIT/UAT Testing, Regression Testing for the SCP Safety System and used HP Quality Centre for creating test plans, test scripts and test execution.
• Developed word/excel macros and VBA scripting to assist in processing of safety forms for Health Canada. Increased productivity of business users by 50% and worked with developers that automated many of the processes they used.

Senior Business Analyst

Confidential

Responsibilities:

• Used JAD sessions, interviews and various business analytic methodologies to obtain requirements for QESI (Quebec Savings Incentive), Financial Reporting, Tax Reporting and XML Extracts, and RESP Products.
• Provided systems support and business analysis to ongoing operations and systems maintenance.
• Created Flowcharts for Data Flow Models and Business Process Models for Projects with RESP Grants. Used Agile software development process with this project.
• Created UML and Use Case Diagrams with Enterprise Architect for projects with RESP Grants and Financial Reporting.
• Created new steps to the Testing Process to further validate testing cycles and Agile Software Development Processes within IT.
• Worked with other Business Analysts to develop a Project Methodology framework for the organization’s Agile Software Development Process.

Senior Business Systems Analyst

Confidential

Responsibilities:

• Used gathering sessions, JAD Sessions, interviews and various business analysis methods to obtain requirements for Sales Credit Data Mart of Fixed Income and Money Market trading systems. Worked with development teams and users to provide system support and business analysis. Prepared mockup reports for Sales Credit Reporting System.
• Lead Analyst on the Sales Credit Business Intelligence Data Marts.
• Completed SIT/UAT Testing, Regression Testing and any required testing documentation for the Sales Credit Reporting Data Mart. Used HP Quality Centre for SIT, UAT, and Regression Testing.
• Completed Data Flow/Process Flow/UML and Use Case Diagrams for Sales Credit Reporting Data Marts using Visio and SQL Management/Visual Studio.

Senior Business Analyst

Confidential

Responsibilities:

• Created, prepared and completed Test Cases and Scenarios for SIT and UAT testing for Broadridge/ADP ZRSP RRSP reporting.

Senior Business Analyst

Confidential

Responsibilities:

• Analyze, gather requirements (data/business processing modeling, use cases) and used different testing methods (SIT, UAT, and Regression) for business intelligence platforms. Used Business Objects and CRM Systems (Siebel). Followed the SDLC/Project Life cycle and CMMI processes for BMO Investment and Corporate Banking.