Business Analyst Resume
St Petersburg, FL
SUMMARY:
Highly accomplished, results driven financial manager with strong business, analytical, operational and client service experience. Thirst for knowledge and learning fuels initiative for independent research and analysis. Sound organizational and administrative skills ensure accurate and timely execution. Driven to overcome challenges through hard work and perseverance.
TECHNICAL SKILLS:
- Data Analysis
- Requirement Documentation
- Business Process Improvement
- Multi - Tasking
- Data Reconciliation
- Requirement Analysis
- Cost/Benefit Analysis
- Production Support
- Issue Analysis/Tracking
- Project Scheduling
- Client Presentations
- Stakeholder Mgmt
- Gap Analysis
- Team Building
- User Training
- SOP Creation
- QA Testing/Strategies
- Test Scripts
- Regression Testing
- Risk Analysis
- Eagle/Pace
- Bloomberg
- Excel
- Oracle SQL
- Performance Calculations
- Project Life Cycle
- Project Liaison
- Operations
PROFESSIONAL EXPERIENCE:
Confidential, St. Petersburg, FL
Business Analyst
Responsibilities:
- Researched account differences caused by an internal system conversion.
- Data points such as cash, accrued interest, interest payment issues were analyzed by running multiple Oracle queries and Excel root cause analysis.
Confidential, New York, NY
Business Analyst - Product Manager
Responsibilities:
- Overseeing the full de-conversion of Prudential’s WMS data onto Envestnet’s platform after purchase of the WMS department by ENV.
- Identified roadblocks and proposed solutions through completion of projects.
- Researched and resolved all product (Equities/Fixed Income) exceptions to ensure an accurate on-boarding.
- Planned and monitored conversion progress using various Excel spreadsheets and pivot tables.
- Identified process boundaries, then developed ways to automate functions and processes.
- Translated and simplified conversion requirements to maintain client integrity.
- Confirmed conversion requirements and communicated those details to all stakeholders.
Confidential, Newark, NJ
Business Analyst - Product Manager
Responsibilities:
- Wrote the Business Requirement Document and managed the full conversion of proprietary performance system to an outside vendor - Eagle/Pace.
- Lead business analyst for the on-boarding of all new clients.
- Considered big picture issues during scoping engagement with new vendor to provide a transfer of knowledge and expectations. Choosing the best course of through analysis up & downticks to ensure departmental and organizational goals are maintained.
- Performed gap analysis to determine necessary development or risks to the client with workarounds.
- Looked for creative and innovative opportunities to increase productivity through thoughtful and calculated risks. For example: Creating all test bed scenarios for model office, produce spreadsheets for calculation check of new vendor’s system within our requested test scripts
- Created a Work Breakdown Structure and activity list for implementation to vendor's system
- Determined and managed roles of team members for system on-boarding
- Determined and evaluated best time-frame to meet deliverables to ensure client expectations were met
- Performed QA testing measuring against approved baselines
- Analyzed, logged, and tracked all issues until an appropriate resolution is met
- Demonstrated ability to streamline timelines using project plans
- Develop and implemented data queries to increase efficiency
- Trained team members on how to use vendor's performance system, using hands on training, demonstrations and self created instructional manuals. This disciplined approach minimized down-time and errors, while strengthening growth
- Conveyed concise information to upper management using Milestone reports
- Met multiple deadlines ensuring project budget costs were achieved
- Facilitated daily team meetings to share information, respond to issues and avoid escalation
- Worked directly with new clients to ensure a complete understanding of services offered
- Achieved team goal for implementation of new vendor’s system through the fostering and cooperation of outside departments.
Confidential, Newark, NJ
Sr. Performance Reporting Analyst
Responsibilities:
- Responsible for overseeing all client performance reporting
- Provided accurate performance returns for accounts using various calculations guarantying client statements were a true representation
- Created Excel spreadsheets using multiple functions and pivot tables & Access queries to streamlined productivity and accuracy of returns.