SUMMARY:

• Over 10+ years of Project Management experience managing projects over $5M with the last five years focused on regulatory/transformational projects (Basel II, Basel III, CCAR, FR - Y 9C, Dodd Frank).
• Managed highly complex projects with cross functional business lines interfacing with senior management, managing directors, executive directors and head traders.
• Managed multiple projects for infrastructure projects with off-shore or on-shore with full SDLC
• Managing multiple project plans, project staff, delivering projects on time and within budget parameters
• Responsible for project scope, risk mitigation, resources, change management, budgeting, and PMO process
• Methodologies: Waterfall (RUP) and Agile
• PMO Processes: Clarity and, Jira (Code), RAID Logs
• 10+ years of experience in business systems analysis and software application testing
• Analysis (current state, futures state, gap analysis, replacement) and design of applications, business processes, end-to-end system workflows, front to back mapping, business requirements, project plans and specifications.
• Proficient in developing use case model, design model and use case diagrams
• Experienced in UAT, Functional, Stress, Root-cause analysis and Re-engineering

TECHNICAL SKILLS

• MS Project
• MS PowerPoint
• Microsoft Office
• SAS
• Bloomberg
• Toad(for Oracle) Charles River Trading System
• Enterprise Guide
• Lotus Notes
• SQL
• Asset Control
• Impact
• Reuters
• OMGEO/Oasys
• Quality Center
• JIRA
• Thomson One
• DataStream
• Unix

PROFESSIONAL EXPERIENCE:

Confidential

Business Analyst

• Review the process flows and make recommendations for the improvement of workflows for different work streams
• Perform reconciliations between systems related to reporting line items
• Utilize JIRA for the tracking and resolution of issues related to applicable CCAR schedules (FR Y 9C, FR Y 14M, FR Y 14Q and FR Y 14A)
• Author documents resolving manual processes resulting in the resolution of the issues
• Gather and organize data for the creation of status reporting for senior management

Confidential

Risk Project Manager/Risk Business Analyst

• Direct efforts related to the deployment of the U.S. Risk Committee dashboard for US CRO and board level use to evaluate the risk in the Americas region.
• Evaluate, define and migrate Key Data Elements to be used for the U.S. Risk Committee dashboard for US CRO and board level use and for additional purposes (related to BCBS 239).
• Manage the parameters, methodology and implementation for the attestation of certain criteria (RWA, notional, percent utilization of limits, CR01, PV01 and DV01) to be used for PRA compliance of 11 different risk reports.
• Assist in writing the Risk Appetite Statement for the Americas region reflecting the exemption from IHC rules and adhering to guidelines pertaining to EPS (Enhanced Prudential Standards for Foreign Banking Organizations) for RBS
• Author five separate reports related to the progress of multiple work streams to be reviewed by senior management.

Confidential, New York, NY

Project Manager 

• Manage release schedule related to the Prod Parallel project for CCAR reporting using Agile.
• Ensure that all deployment documentation and files are properly stored for weekly releases.
• Use Jira (Code) to review and address all outstanding issues on a daily basis
• Conduct meetings as Project Manager/Scrum Master with all stakeholders to discuss scope, group responsibilities and timelines.
• Author weekly PowerPoint presentation which circulated to senior management discussing accomplishments and potential issues.

Confidential New York, NY

Business Systems Analyst

• Manage the front to back mapping for CCAR and FR-Y9C, Monthly and Quarterly reports for 22 schedules.
• Construct BRDs and Technical specifications for CCAR schedules.
• Perform all required map/gap analysis for CCAR reporting and establish metrics which is reported to senior management.
• Generate questions for the business based upon analysis of project level risks, issues and dependencies.
• Review the RAID log and address any issues outstanding for FR-Y 9C and FR-Y14 schedules.
• Manage communications between the business and management for FR-Y9C, FR-Y 14A, FR-Y 14Q, FR-Y 14M Annual reports.

Confidential, New York, NY

Risk Change Manager/Risk Business Systems Analyst

• Write 5 different weekly reports for 3 Business Programs, including 3 different 4-Blockers which were used for Senior Management reporting.
• Interacted with business units and IT groups to coordinate all of the SDLC milestones.
• Managed implementation of MRA and regulatory projects including CDS and Multi-Factor Rate Models, Counterparty Credit Portfolio Stress Testing, OTC Clearing, Basel II/III, Dodd Frank, and Central Risk Repository.
• Organized different approaches for Basel II compliance issues.
• Coordinated and assisted in compliance with Dodd-Frank regulations.
• Managed the requirements gathering, development, testing and implementation of projects utilizing both Waterfall and Agile methodologies.
• Utilize PPRT tool for project coordination and reconciliation with PMO.
• Create tollgate documentation, along with organizing and participating in meetings with management.
• Document business process flows, data flows and requirements.
• Coordinate budget for Business Program as a whole.
• Work with Greek measures such as Vega, Gamma, Delta in multiple asset classes.

Confidential, Jersey City, NJ

Business Systems Analyst 

• Design User Interface screens for Corporate Action project.
• Developed and managed the testing for all equity updates and modifications to the Fusion database.
• Define functional systems specifications and objectives based on business requirements.
• Documented business process flows, data flows and requirements.
• Coordinate and manage meetings with business unit subject representatives in order to solicit and cross-reference business and functional requirements ensuring expectations are clearly understood and satisfied.
• Oversee technology and application integration/implementation.

Confidential White Plains, NY

UAT Manager/Business Systems Analyst

• Developed and managed the testing process for all updates and modifications to the SAS Risk Engine/Risk Analytics for the Risk Group.
• Provided numerous validations for derivatives such as exchange traded options on futures, OTC options on futures, futures, calendar swaps, fx spot and forwards.
• In-depth knowledge in the validation and application of all Greek measures for options.
• Outlined business process flows and data flows.
• Strong knowledge of commodity derivatives relating to agricultural (corn, wheat, soybean complex and canola), energy (crude oil, natural gas, coal and calendar swaps) along with sugar products (raw and white).
• Responsible for testing understanding the impacts of exchange traded commodity futures and options on the VaR, Mark to Market and position of the company.
• Affirmed calculation methodology for delta equivalent positions across all product lines.
• Responsible for reviewing proposed functional and valuation changes to the SAS Engine.
• Formulate test scripts so that testing scheduled changes can proceed.
• Use SQL in SAS to create queries for data mining.
• Responsible for supervising and/or performing all testing relating to a release.
• Interact and assign testing responsibilities to colleagues in different segments of the organization to ensure that all parties are aligned with testing protocol.
• High level of detailed knowledge with respect to Value at Risk, Mark to Market and Position calculation.
• Analyze proposed data flows outlined by Risk Analysts and suggest changes when needed.
• Provided support in the use of vendors systems such as Bloomberg.

Confidential, Morristown, NJ

Senior Business Systems Analyst

• Supported Middle Office functions.
• Assisted the Front Office & Middle Office relating to any issues arising from the Charles River Trading System and OMGEO/Oasys.
• Performed testing and support enhancements to the Charles River Trading System through the use of UAT testing.
• Designed UAT test scripts and work with users for their implementation.
• Organized changes brought into production by going through the appropriate SOX documentation and authorization processes.
• Acted as a liaison between Middle Office, Front Office and the Testing group.
• Worked with reference data for a wide range of global securities including equities, derivatives (CDS, Futures, Options, Interest Rate Swaps), Repos
• Extensive knowledge of the RMBS market relating to the valuation and the reference data (analysis of prepayment schedules).
• Strong utilization of Bloomberg and the data gathering tools that Bloomberg provides on the front and back end.

Confidential Whippany, NJ

Manager-Time Series Data

• Maintained and ensured the accuracy of a global database containing all reference data such as historical prices for traded securities in all asset classes such as futures, interest rate swaps, equities, Municipal bonds, Sovereign debt, all types of CDS products, warrants, rights, indices, options, RMBS, CMBS, Repos.
• Developed UAT test scripts and implemented changes based upon user requests within the constraints of prescribed timelines.
• Facilitated and brought into production UAT based changes for the Asset Control database.
• Developed departmental policies and procedures for pricing validation and resolution of pricing differences.
• Liaised with Front Office, testing group and other division concerning database needs assessment.
• Worked with various divisions within Confidential to understand all user data needs and provide and assessment of timelines for implementation into the Asset Control database.
• Initiated and brought into a production environment the Time Series requirements of Confidential .
• Developed and maintained departmental MIS to be reported to senior management.
• Trained numerous departments on how to use the Asset Control database and the add-ins associated with it.

Confidential, New York, NY

Data Quality Supervisor

• Managed the company’s domestic and international financial market data integrity to be supplied to major wire house customers.
• Communicated data quality status to senior management in weekly presentations.
• Recommended ways to improve efficiency and enhance data reporting.
• Modeled a variety of simulations using real and hypothetical economic data to test and modify system parameters. Resulted in the modification of existing software and the implementation of new software.
• Updated and managed a database of financial instruments including equities, options, futures and future options.
• Assisted multiple departments in developing UAT test plans and testing them in staging and production environments.