Business Analyst Resume

SUMMARY:

Business Analyst/Quality Assurance testing scenario, Integration, System, UAT, regression and unit testing of Wealth Management Financial applications.
Experience with (SDLC) and writing of Business Requirements.
Strong understanding of Data and Business Flow analysis.
Professional experience working on large scale conversions of financial systems/platforms including Confidential, Confidential, Confidential

TECHNICAL SKILLS:

PROFESSIONAL EXPERIENCE:

Confidential

Business Analyst

Responsibilities:

Author Solution Design Blueprint and Redesign Proposals.
Facilitate Scoping Workshop with clients including Mutual Fund Companies, Life and Health Insurance Firms, and Telecommunication Providers.
Coordinate with Composition & Programming Services merging client data and content with business rules for customized output.
Document the current state or “As Is” process with various stakeholders and SMEs.
Train new clients on MessageDocs application which provides content management workflow template for letters, statements, confirms and invoices.
Address the entire document life cycle from design through production and archival.

Confidential

Sr. Quality Analyst/Business Analyst

Responsibilities:

Tested various financial systems utilizing SIT/UAT and Regression testing.
Work with Product group and development on Confidential Broadridge multi - year consolidated business processing Integration (External Holdings, DRIP Enrollment-Average Cost, FX Settlement, etc.)
Create, execute and report on SharePoint all test scripts for each independent project, (Unit, Integration, Functional).
Provide Product Support and Quality Assurance for tax and portfolio reporting issues, Statements, 1099-B.
Team lead for Automation kickoff project ensuring data preparation/validation availability for monthly Client Releases (Standard Basic Processing, Account Transfers)
Write BRDs, Traceability Matrix and execute test scripts for SOW projects (General Ledger, Gain/Loss Reporting)
Create test plan and perform quality assurance testing for IRS year three Fixed Income cost basis reporting.
Produce detailed mapping documentation for new client on boarding.
Track/Maintain Product enhancement and maintenance subject matter documentation, for new projects in JIRA.

Confidential

Business Analyst

Responsibilities:

Perform different levels of testing including SIT, UAT, integration, GUI testing and regression testing.
Tested new 3rd party vendor Advisory Platform conversion containing one years worth of trade data.
Execute nightly Batch and Reconciliation Processing.
Multiple projects include CBRS, Covered/Uncovered, Catch-up Processing, Integrated Basic Trading (ADP > Silver PAS), Statements, OFX Tax Downloads, Form 1099-B Year End Tax Reporting.
Assist in the development and successful deployment of Cost Basis system, service, and operational support.
Monitored goals and benchmarks against project timeline.
Validate changes / inputs are displayed correctly on output files going to vendor.
Validate data integrity is maintained in client facing displays.
Assist in building an Operations Readiness capability for supporting Cost Basis.

Confidential

Project Test Manager

Responsibilities:

Manage Project Test strategy, System Test plans, for Hedge Fund Services & Private Equity Fund Services product launch.
Coordinate Agile Project Management test schedule with Project Manager and Technology group to ensure project deliverables of NAV Workflow and General Ledger Reporting.
Manage Traceability Matrix from requirements through to final acceptance.
Create BRD and supervise test lead activities for Private Equity Capital Call and K1 mailings.
Create and Track Test Project deliverable documentation artifacts on SharePoint.

Confidential

Business Analyst

Responsibilities:

Business Analysis of MyMerrill and Wealth Management Workstation (Thomson WMW)
Manage project tasks for integration of Merrill Brokerage / BofA Banking Applications.
Business Analyst / Test Manager - Confidential GWIM Technology & Operations
LaSalle Financial Services WRAP/SELECTS Conversion Projects to Fiserv APL Platform
Tested various financial systems utilizing Integration, Dress Rehearsal and UAT testing including two conversions from Global Plus and Confidential Streetscape to Fiserv APL platform.
Review BRD, HLD/LLD to determine Use Case scenarios and Test Plan implementation.
Wrote detailed test scripts across multiple testing cycles.
Organized Defect management on HP Quality Center with transition management.
Oversaw existing LaSalle WRAP Money Manager Account conversion to BAI platforms.
Verified test results among LOB user groups; New Accounts, Trade Desk, Model Mapping, Data Mgmt., Recon, Billing, Performance, Investment Product Operations.
Addressed and resolve conversion/testing issues with LOB, NFS, SDM, Change Management.
Business Analyst / Test Manager - Confidential GWIM Technology & Operations
U.S. Trust Common Trust Fund Remediation Project
Created Traceability Matrix LLD, HLD, Use Cases, and System Test Plan with technology development group for SIT/UAT testing.
Provided existing Service Level Agreement to value funds and process Income/Cost Basis Adjustments four times monthly.
Validate New Weekly Common Trust Fund Trades are accurately reflected on PACE mainframe.

Confidential

Business Analyst

Responsibilities:

Year-end data gathering and analysis on taxable/non-taxable reporting.
Coordinated vendor feeds from Wall Street Concepts/Ernst & Young to determine taxability on mutual funds, equities, etc.
Analysis of data feeds to ensure Tax information is accurate prior to client mailings.
Interacted with Tax department business users to finalize Business Requirement and scope documents.
Liaised with business users and developers to gather and documented the requirements.
Developed test plans, test cases and scripts to test in UAT environment.