SUMMARY:

• Enthusiastic, detail - oriented, resourceful professional seeking to secure a role as a Senior Business Analyst at a leading premier company

TECHNICAL SKILLS:

First rate knowledge of: the SDLC via waterfall and agile scrum (requirements analysis; workflow analysis; business process analysis; creating wireframes, current vs. future state identification)

Advanced knowledge of: MS Excel (lookup & reference functions, math functions, text functions, PivotTables / PivotCharts, conditional statements, conditional filters, macros, etc.)

Proficient in: MS Word / PowerPoint / Visio / Project / SharePoint; Bloomberg; Reuters; UML

Programming Languages: C, C++, SQL, Intel Assembly, Pascal, HTML, XML (web services)

Databases: Microsoft Access, Microsoft SQL Server, DB2

Software applications: Cognos, SAP, Oracle, Lawson, Business Objects, Hyperion Essbase, UNIX (shell scripting), Visual Studio .NET, Snagit, JIRA, HP Application Lifecycle Management (HPALM), Shadowsuite, TortoiseSVN, GoSystem Audit, RIA Checkpoint, QuickBooks, EROS & Adobe Acrobat

Fast learner with: superior quantitative, research, analytical, organizational and proofreading skills

Deadlinedriven team player with: first-rate verbal, written and interpersonal communication skills

PROFESSIONAL EXPERIENCE:

Confidential, Jersey City, NJ

Senior Business Analyst / Data Analyst

Responsibilities:

• Implementing and enhancing a new Agency Data & Analytics Tool (ADAT) for global business intelligence use in the Consumer insurance domain by financial and sales teams
• Gathering requirements from various business stakeholders via user interviews, workshops and e-mail surveys and developing mockups and wireframes in order to enhance corporate systems including ADAT, EMIS and SMART used by C-level global executives
• Writing test plans in HPALM and performing QA and UAT testing on requirements and enhancements for Consumer Lines while meeting tight release deadlines
• Assisting worldwide users with adhoc and analytical reports using ADAT data
• Analyzing, validating and improving domestic and international Consumer Lines data via reconciliations of premium, losses and commissions against FGEN Genesis, CRUIS & other financial reporting systems
• Collaborating and advising a team of offsite developers on a daily basis on current requirements and assisting them in efficient resolution of defects
• Providing training demos and creating executive dashboards, release notes and training manuals

Business Analyst / Data Analyst

Responsibilities:

• ved defects found in the master data of TR's flagship desktop product: Eikon, a leading global rival to Bloomberg for real-time & historical market data
• Assisted Global Head of Product Management with Metadata (XML output), contextual Navigation, Guides and Search & directly coordinated the release cycle with Operations
• Collaborated with financial product SMEs in Equities, Options, Fixed Income, Commodities and FX in order to execute business requirements dealing with market and reference data
• Performed data quality analysis in a content management system via queries in MS SQL Server
• Used JIRA to log progress on requirements, enhancements & defects in the capital markets arena
• Prioritized issues reported by the clients to be resolved first in weekly scrum meetings during each sprint and kept clients up-to-date with frequent status updates via an agile methodology
• Communicated globally with various stakeholders (development teams, localization teams, etc.) based in England, France, Thailand, India, Japan, China, Moldova, Switzerland and Argentina

Business Analyst / Data Analyst

Responsibilities:

• Gathered business requirements, created BRDs, collaborated with software engineers to produce FRD documents, designed test plans / test cases, performed testing and tracked defects for each testing cycle via a waterfall model in order to go live with the new systems on schedule
• Performed financial data analysis such as end-to-end data mapping on two major capital markets projects feeding data to a more robust financial data warehouse system that allowed for the automated calculation of liquidity premium charges for the Financial Controller’s Group on foreign loans & unfunded commitments
• Reported metrics to management via Excel PivotTable analysis on a daily basis on all action items, issues / risks and training course enrollment for multiple projects
• Updated a trainee master data list for daily registrations, attendance and headcount analysis for training courses related to Investment Banking Finance & Business Management
• Served as the central help desk person on Cognos 8.4 for the Daily Revenue Reporting project
• Created training documentation and job aids for various systems including Cognos and Paragon
• Successfully completed numerous training classes: Daily Revenue Reporting and Workbench File Submission via Cognos TM1; Paragon Reporting via Cognos TM1; Hyperion Essbase Basics; MIS Cubes Overview; FDW Overview; Business Objects

Business Analyst / QA Data Analyst

Responsibilities:

• Tested and error-checked a new reporting system developed in “IBM COGNOs 8 Business Intelligence” and reported the issues to a project manager, business analysts and developers
• Reconciled and validated data for the FX Impact project in order to convert reporting from a mainframe system to the COGNOs platform
• Executed legal restructuring implementations for each Chartis reporting office as per user deadlines via completion of manual test cases on various insurance reporting systems including CMR, Genesis suite, CRUIS, Cognos, etc.
• Extensively utilized Excel PivotTables and dynamic search functions (vlookup, index and match) on various ad hoc assignments
• Wrote a user guide for IBM Cognos v8.4.1 designed for distribution to new staff at Chartis
• Built and ran IBM COGNOs reports based on defined selection criteria for a team of 8 testers and managed report distribution so all testers have adequate workflow
• Assisted project managers and business analysts with production support as well as presentation deliverables for user signoff under tight deadlines

Data Analyst / Royalty Accounting Analyst

Responsibilities:

• Directly assisted Director of Royalty Accounting daily with various ad hoc projects to ensure smooth operation of each accounting cycle and timely distribution of royalty statements
• Made necessary accounting adjustments in Lawson G/L to ensure artists and their producers received royalties according to their legal contracts
• Interacted daily with management, lawyers and vendors regarding royalty reporting concerns
• Resolved inquiries using an artist royalty system (ARS) to retrieve and update client data
• Maintained logs of royalty statements and checks mailed out in MS Excel

Data Analyst / Royalty Accounting Analyst

Responsibilities:

• Researched and corrected accounting discrepancies in SAP related to domestic royalty activity and payment for a variety of artists and their producers
• Analyzed royalty computations to verify adherence to contractual legal terms and agreements
• Cleared sales accruals for music products and removed pending royalties from artists' accounts on a daily basis in EROS (royalties reporting system)
• Investigated into legal contracts in order to link new releases into artist / producer accounts
• Utilized advanced MS Excel features (pivot tables, vlookups, functions, etc.), MS Access and SAP (royalty accounting G/L) to retrieve needed data
• Interacted daily with management regarding royalty reporting concerns

Staff Accountant / Fund Administrator

Responsibilities:

• Reconciled cash balances, daily trades and investment positions (equities, options, fixed income, swaps, FXs, etc.) to external third parties (banks, prime brokers, counterparties)
• Resolved trade breaks and other differences via direct contact with clients and prime brokers
• Entered trades and journal entries into a portfolio accounting system - Shadowsuite
• Used Bloomberg daily to confirm client pricing on market data after pricing checks and to set up new securities in the accounting system
• Produced precise daily end of day financial reports and daily NAV calculations
• Completed timely month end work and fulfilled audit requests in an expedient manner

Staff Accountant / Auditor

Responsibilities:

• Public accounting experience in auditing domestic and offshore multi-billion dollar hedge funds, master feeder funds and fund of funds
• Conducted interim testing procedures and completed year-end audits of financial statements in compliance with US GAAP including proofing them before sending out to the clients
• Prepared and analyzed trial balances and worked with the client's G/L (Oracle Financials) to prepare various reconciliation schedules
• Ensured completion of all workpapers, administrative checklists and audit programs
• Prepared and reconciled investor allocations to those produced by the client
• Created and sent out capital confirmations to investors and other confirmations to banks, brokers, administrators, attorneys and other relevant entities
• Directly corresponded with fund managers, investor relations and fund administrators

Web Developer / Design Consultant

Responsibilities:

• Developed, designed and marketed a variety of websites for various small and medium-sized businesses as well as non-profit organizations
• Analyzed web analytics and made strategic decisions to increase site traffic for many clients
• Worked directly with Senior Web Designer to propose and implement process improvements
• Set up CGI scripts (site traffic reporting, ad rotation, etc.) and implemented e-commerce technology (shopping carts, e-billing) based on clients’ needs
• Brought in new clients based on recommendations from previous clients