SUMMARY:

• A senior business analyst with an MBA in Finance, and a unique combination of business and technical knowledge gained from years of experience in software delivery and support in the financial services industry. Expert in the management of business requirements through every phase of the SDLC.
• Performed business analysis and project management for solutions for financial modeling and reporting, data, derivatives reporting, and credit analysis.
• Delivered and supported applications within credit analysis, investment management, and other financial services domains.
• Masters of Business Administration in Finance from Fordham University.
• Elicited, analyzed, documented and managed functional business requirements throughout the SDLC and in release.
• Prepared business requirements documents (BRD), functional requirements documents (FRD), test cases, use cases, wireframes, and high - level design diagrams for implementation by development teams.
• Prepared and executed comprehensive plans for functional testing and user acceptance testing.
• Directed the full life cycle (SDLC) of development and delivery of business solutions.
• Designed database structures (normalization), business logic components (Unified Modeling Language), and web-based presentation layers.
• Diagrammed data models, data mappings, data flows and processes workflows.

TECHNICAL SKILLS:

Languages: SQL, VBA, C#/.Net, Visual Basic, C language, UNIX.

Databases: Prepared data models for SQL Server and Sybase.

Development tools: SQL Server Management Studio, Visual Studio 2008, Excel and Access VBA.

Microsoft Office: Excel, MS Word, MS Access, PowerPoint, Visio.

Source Control: MKS Integrity, Google Docs (version control).

PROFESSIONAL EXPERIENCE:

Confidential, Lawrenceville, NJ

Business Analyst

Responsibilities:

• Business analyst for a client-driven project to add investment performance data to Albridge web services (SOAP-based and RESTful).
• Prepared Albridge’s first comprehensive Data Dictionary. This tool maps data flows from all sources to the Albridge Data Warehouse.

Confidential, New York, NY

Business Analyst

Responsibilities:

• Performed IT project audit of for DLA’s client - an investment management firm - to test compliance with Sarbanes Oxley regulations and IT best practices.
• Analyzed and prepared a plan to improve the client’s financial and accounting models.

Confidential, New York, NY

Business Analyst

Responsibilities:

• Business analysis in support of Confidential financial industry clients and for internal initiatives.
• Software Product Re-architecture ( ):
• Gathered, documented and managed requirements for the re-architecture of Confidential ’ software tools for evaluating independent financial controls.
• Prepared requirements documentation, use cases, wireframes and high-level design visualizations for the development team in China.
• Handled communication of requirements and project status between Confidential stakeholders and the development team.
• State Street Bank ( Confidential ’ client from ):
• Performed business analysis and project management in support of the evaluation of independent financial controls for a major financial industry client.
• Participated in the vendor/client steering committee.

Confidential, New York, NY

Hedge Risk Reporting Analyst

Responsibilities:

• Prepared pre-trade compliance reports and risk models for derivatives trades using Excel VBA and SQL Server.

Confidential, New York, NY

Senior Software Engineer

Responsibilities:

• Managed requirements and led development for capital projects which provided centralization and standardization of distributed processes.
• Realized cost savings through the automation of repetitive tasks.
• Contributed to Moody’s adoption of a case-driven RUP framework as their standard for capital project management.
• Participated in the pilot project for utilizing iterative, prototype-driven Agile techniques for non-capital projects.
• Led agile development effort to centralize and standardize the recording of corporate debt covenant information.
• Prepared the development plan and tracked progress of the work through the SDLC.
• Performed requirements analysis and documentation.
• Directed offshore programmers in the development of a web-based dashboard for debt instruments.
• Accounting Red Flag Report: Documented requirements for, and performed development of, a reporting tool for measuring corporate compliance with financial reporting standards.
• Moody's Financial Metrics Standard Reports: Provided user support and maintenance as required for Moody's Financial Metrics reporting solutions.

Confidential, New York, NY

Senior Programmer Analyst

Responsibilities:

• Performed business analysis and development of applications in support of asset management, mutual funds, and financial controllers.
• Managed the full SDLC - requirements gathering, technical specifications, development, testing, and release.
• Business analysis and development of applications for the Investment Banking Division.
• Maintained and developed new features for the controllers' Client Subledger application.
• Business analysis and development of applications for Investment Management - and its financial reporting unit - for mutual fund trading and reporting.

Confidential, New York, NY

Programmer Analyst

Responsibilities:

• Developed and enhanced financial reporting applications on a distributed platform.

Confidential, New York, NY

Programmer Analyst

Responsibilities:

• Developed and supported retail industry-specific business solutions.

Confidential, New York, NY

Programmer

Responsibilities:

• Developed and supported financial solutions for a private investment bank.

Confidential, New York, NY

Instructor

Responsibilities:

• Performed seminar for Microsoft and other software products.