Business Analyst Resume Bethesda, MD - Hire IT People

SUMMARY:

Analyze complex data sets to identify, reconcile, and optimize accuracy and completeness
Build and report data - driven business intelligence analytics to drive decision making
Partner with internal stakeholders to develop and phase-in new products, services, release, and enhancements
Facilitate quarterly data, accounting, and performance audits in accordance with SEC and FINRA requirements
Develop competency in federal policies, regulations, guidelines, and operating concepts and processes

TECHNICAL SKILLS:

Microsoft Office: Word, PowerPoint, Excel, PowerPoint, Access, Visio, Project

Customer Relationship Management Software: Salesforce

Financial Software: Abridge, Caesar, DST Vision, Advisor Central, NetX360, Wealthscape

Other: Lotus Notes, Socialware, Fiberlink

EXPERIENCE:

Confidential, Bethesda, MD

Business Analyst

Responsibilities:

Analyze complex data sets to identify, reconcile, and optimize accuracy and completeness
Build and report data-driven business intelligence analytics to drive decision making
Partner with internal stakeholders to develop and phase-in new products, services, release, and enhancements
Facilitate quarterly data, accounting, and performance audits in accordance with SEC and FINRA requirements
Develop competency in federal policies, regulations, guidelines, and operating concepts and processes
Track and report on changes, emerging trends, and ensuing effects of federal policies, regulations, and guidelines
Develop and lead adoption of standard operating procedures (SOP), policies, and operating guides
Wrote targeted communication to help external stakeholders understand how and when to improve compliance
Support operational improvement, internal training, and ongoing process re-engineering initiatives

Confidential, Arlington, VA

Performance Analyst

Responsibilities:

Helped legal and policy analysts interpret financial models as part of their due diligence and investment management studies
Designed and used various analytical models to facilitate and enable executive decision making
Facilitated operational improvements by documenting “as-is” processes, build the “to-be,” and crafting implementation plans
Developed, captured, and reported key performance indicators (KPI) and metrics
Offer ideas and methods to continuously improve e
Interfaced with business stakeholders to elicit and document needs and requirements
Managed program portfolios to coordinate tasks amongst staff, monitor progress, control budgets, and drive progress
Fulfilled close of business (COB) taskers and requests for information (RFI) from internal and external stakeholders
Supported risk management initiatives to anticipate, identify, assess, prioritize, and mitigate risk and issues
Wrote content, messaging, and preliminary papers and decks for outbound stakeholder communication
Fostered strong stakeholder relationships among array of constituents with competing priorities, i.e., 40 high-profile investment managers with $1.7 trillion assets under management across North American, Europe, Asia, and Australia