SUMMARY

• Confidential IT professional with 14+ years overall achievement in progressively responsible software programming, business/systems analysis, PM and leadership roles for Fortune 500 Financial organizations.
• 4+ year’s experience leading initiatives within Wealth Management and Regulatory Compliance areas focusing on data and system integration, data analytics and IT control/audit measures.
• Has proven history of success enhancing Wealth Management, Payments processing and Retail banking services for top - tier global financial institutions.
• Adept at providing expert leadership to business and technology teams, full SDLC experience performing requirements analysis, developing software application design, directing test planning/strategies and creating project plans utilizing Agile and Waterfall methodologies.
• Strategic leader who holds MS focusing in User-Centered Design and expertise in efficient product development; combines rich technical expertise with verbal skillset to communicate effectively to both technical and business audiences.

TECHNICAL PROFILE

Requirements gathering/Management:  JAD, Interviews, Focus Groups, TeamTrack

Application Design/Process Modeling:   UML, Use Cases, Functional Specifications, OOAD, RAD, MS Visio Professional, XMLSpy

Project Planning/Execution:  SDLC, Waterfall, Agile, MS Project 2003, Clarity, Change & Release Management

UX/Usability:  UI Design, Wireframes, Microsoft PhotoDraw v2, MS Paint, Balsamiq Mockups

Data Analysis:  MS Access/Excel, Pivot tables, SQL

Data Modeling:  ERD, ERwin, Sybase Power Designer

Team Collaboration:  WebEx, MS Share Point Services

COTS:  Fidelity Touchpoint S&S, FNF Empower, Hyperion Pillar, SAP FI, SAP BW 3.5.3

IT QA/UAT Management:  Test Strategy/Planning, HP Quality Center 12.20, Product Studio Client UI, PVCS Tracker

Web Design:  Macromedia Dreamweaver MX, MS Front Page, Edit Plus 2

Web Servers:  Microsoft IIS 6.0, Jakarta Tomcat

Programming Languages:  C, C++, Java

Database Development:  Oracle SQL Developer, TOAD for Oracle, MS SQL Server 2000, PL/SQL

PROFESSIONAL EXPERIENCE

Confidential, Iselin, NJ 

Senior Technology BA/Manager

• Conducted JAD sessions, analyzed impact to Wealth Management (WM) applications and developed SRS’s detailing system specifications, elaborate use cases and UI designs.
• Successfully incorporated asset/data classification strategy encompassing Equity, Cash, Fixed Income, Mutual Funds and wrote pseudo-code to incorporate External Assets (EA) in WM tools. Improvised QA efforts by creating MS Access database to simulate batch processing.
• Implemented critical features for supporting External Assets, Estate & Insurance and Investment Proposal capabilities.
• Managed vendor relationships with leading data aggregation and analytics companies - Yodlee and Finance Logix (Envestnet). Developed mapping logic and incorporated data analytics for Cash flows, Client’s assets, liabilities, goals and Insurance policies while integrating with Vendor’s data and analytics platforms.
• Provided leadership for My Financial Picture (MFP) initiatives and supported FINRA mandated compliance projects to address risks for external accounts reporting within ML systems.
• Guided Analyst team’s transition to Agile methodology and wrote comprehensive user stories for mobile application development initiatives.

Confidential,Hopewell, NJ 

Senior Technology BA/PM 

• Conducted JAD sessions, analyzed impact to Wealth Management (WM) applications and developed SRS’s detailing system specifications, elaborate use cases and UI designs.
• Successfully incorporated asset/data classification strategy encompassing Equity, Cash, Fixed Income, Mutual Funds and wrote pseudo-code to incorporate External Assets (EA) in WM tools. Improvised QA efforts by creating MS Access database to simulate batch processing.
• Implemented critical features for supporting External Assets, Estate & Insurance and Investment Proposal capabilities.
• Managed vendor relationships with leading data aggregation and analytics companies - Yodlee and Finance Logix (Envestnet). Developed mapping logic and incorporated data analytics for Cash flows, Client’s assets, liabilities, goals and Insurance policies while integrating with Vendor’s data and analytics platforms.
• Provided leadership for My Financial Picture (MFP) initiatives and supported FINRA mandated compliance projects to address risks for external accounts reporting within ML systems.
• Guided Analyst team’s transition to Agile methodology and wrote comprehensive user stories for mobile application development initiatives.

Confidential,NYC, NY

Senior Business Analyst/UAT Manager

• Developed Functional Specifications (FRD) documentation, detailing system specifications, use cases and UI designs across various CitiDirect enhancements.
• Coordinated with regional and global teams to engineer broad-scope enhancements to CitiDirect’s STR functionality.
• Instrumental in rolling out STR functionality globally covering Canada ACH, EMEA Lockbox and SEPA payments.
• Successfully incorporated global remittance details in various client account statement formats (e.g., ISO XML camt 05x, SWIFTMT940, SAPMT940).
• Directed 4-person team of QA Analysts while coordinating all aspects of UAT with Citi Technology and Operational teams.
• Utilized Oracle SQL Developer, MS Access, Excel pivot tables and wrote extensive SQL queries to perform transactional data analysis.

Senior Business Analyst 

• Developed Project plan, charter, Functional Requirement Specifications and Design documents using SDLC methodology.
• Engaged 40+ business and technical teams and successfully coordinated end-to-end SIT and UAT.
• Resolved issues on a priority basis and ensured smooth execution of test cycles.

Business Analyst (Consultant)

• Successfully implemented mission-critical IVR customer-segmentation for Capital One Bank. Managed QA/UAT efforts and rolled-out solutions for bank’s loan origination system. Spearheaded Data Center Migration effort for mortgage Line of Business.
• Migrated businesses from heritage JPMC architecture to SAP driven G/L system for Securities Lending and Advantage Billing businesses. Conducted JAD sessions, performed data-mapping analysis for G/L, customer and product profitability feeds for transaction-processing applications, SAP-FI and data warehouses.
• Customized TouchPoint S&S application to meet NetBank’s front office requirements at Fidelity National Financial (FNF). Implemented Funds Transfer, Stop Payments, Overdraft Funding, Account Search, DDA (Deposits) and CD Renewal functionality.
• Managed all facets of project lifecycle to implement SAP-BW based financial budgeting, planning and reporting application for Schering Plough (SPRI Finance).
• Managed phases of requirements gathering/analysis, design, development, deployment, post-production and captained QA/UAT efforts for Microsoft’s web-based eCommerce applications- MSAO and MCT.
• Re-engineered existing web-based Content Management System (for B2C websites) by improvising application workflow and existing business processes for the RedCats Group.