SUMMARY:

• In - depth experience in project management, business analysis, and software development with a consistent track record of meeting aggressive budget, timeline, and headcount goals.
• Expertise in requirements gathering, data analysis, coding, testing, and debugging across all phases of the systems development life cycle.
• Ability to quickly adapt to new technologies, comprehensive knowledge of wide range of software, languages, operating systems, and relational database management.
• Demonstrated agility at partnering with internal cross-functional stakeholders, achieving executive sponsorship, and managing client relationships.
• Results orientated consultant with a broad range of experiences in Financial services, Reporting, Big Data Analysis, Quality Assurance, Research, Risk and Compliance.
• Problem solver, who enjoys being presented with a problem and coming up with a plan, and can independently translate high-level goals into actionable plans.

SKILL:

IT Skills: Expert user in amongst other things MS Office (Excel, PowerPoint, Word, Access (SQL & Queries), Outlook, Visio), ability to build and program complex Excel models (V-lookup, H-Lookup, Pivot Table, IFs, VBA), experience in implementing Salesforce.com for the sales and support user groups based on the user requirements

Languages: English (fluent in writing and speaking), Mandarin/Cantonese (conversational level)

Leisure time: Self-Improvement Initiatives include self-taught front-end web development (JavaScript, Ruby, Python)

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Data Management Consultant, Technology Associate

Responsibilities:

• Pilot a data demand analysis process that leverages a handful of ‘external’ projects that have identified a dependency on Enterprise Data Warehouse data and the data catalog that is under development as a tactical input to the EDW project prioritization and planning.
• Determine the degree of fit/gaps between requirements and current capabilities of the EDW, in order to identify commonalities and themes across external project requirements, through business & functional requirements gathering, as well as designing & documenting a playbook for standard operational procedures and user guides
• Propose prioritization objectives to quantify improvements to the client’s data demand management processes statistically through the use of the data demand analysis process, in order to address gaps between all external projects that have a dependency on the Enterprise Data Warehouse
• Enable the client’s continued progress toward a efficient, resilient, and scalable EDW organization by eliminating redundancies, overlapping data requests
• Design a repeatable process playbook for performing data demand analysis that can be applied to the broader portfolio of relevant ‘external’ projects, with a focus on continuous improvement

Confidential, Stamford, CT

Senior Business Analyst

Responsibilities:

• Strategize using data-driven analytics in order to facilitate the post-merger transition of three companies, Confidential, Time Warner Cable, and Bright House Networks to the “Next Generation” platform for product delivery and sales, in order to enable greater firm-wide systems and process cohesion
• Recommend efficient and quality improvements through analyzing workflows and documenting new procedures, through requirements gathering and becoming a subject matter expert on various lines of business in order to ensure process improvement initiatives cover the full spectrum of business workflows
• Work cross-functionally with leadership, operations, reporting, engineering, sales, and customer support teams to drive strategic initiatives and harness opportunities for process improvement enhancements
• Own and lead multiple projects, as well as oversee, test, develop and drive decisions. As well as, author designs with various stakeholders in order to roll-out plans to ensure user adoption of new or existing procedures to ensure business value from those projects are fully realized
• Elicit and synthesize business requirements leading to the elimination of redundancies, inefficient systems, and bridge process gaps
• Experience in Salesforce.com Administration, operational analytics, project management, and quality assurance with emphasis on process improvement while Providing functional and technical guidance of Salesforce Best Practices for Implementation to Business Project Leadership
• Product lead for a proprietary task routing application (SMART). Led systems and software sourcing, development, integration. Responsible for requirements gathering, feature prioritization, and management of an off-shore development team
• Execute short-term product goals; translated business team requests into user stories and requirements; collaborated with engineering team during all stages of development sprint, providing context on the business vision; made informed decisions when presented with in-cycle product development and prioritization dilemmas; liaised with multiple operations groups including data science, data production and technical product management; facilitated

Confidential, Jersey City, NJ

Quality Assurance Risk Analyst-Senior Specialist

Responsibilities:

• Create SQL reports, data extraction and data loading scripts for different databases and Schemas and also prepared a handbook of standards and documentation for code development
• Prepared test Data sets and performed data testing using the PL/SQL scripts. Also used MS excel for data mining, data cleansing, data mapping, data dictionary and data analysis.
• Improve the ability to quickly identify and remediate high risk issues pertaining to processes through the use of data to ensure that all production teams within department maintain a 95% level of accuracy and compliance in regards to production tasks by conducting data aggregation, scrubbing, quality control and through the creation of new reporting, which led to a significant decrease of 15% of issues reported by end users every month
• Liaise with Clients, Front Office, Compliance, Legal, Tax, and Production teams as necessary as part of the KYC/AML reassessment, remediation, maintenance, and onboarding processes. Perform periodic KYC/AML maintenance on existing and new clients by reassessing requirement documentation and corroborating the information obtained on the client as required by the Global KYC/AML Procedures, FinCEN, OFAC, SAR, and OCC regulations utilizing a variety of internal and external resources
• Execute data sourcing and analysis, perform data quality check with enterprise Data Warehousing systems for lending and transactional data, client information; support UAT testing for defect root cause analysis and identifying solutions, for implementation of system improvements

Confidential, Jersey City, NJ

Business Analyst Lead

Responsibilities:

• Analyzed and automated processes through the use of VBA to reduce time and effort from download to production reports by 20% and increased accuracy by 25% through use of controls and tests
• Created and modified ad-hoc reports in day over day, week over week increments to identify trends in high repeatable risk categories. Built and programmed formulas and functions into new and existing reports using V-lookups, advanced functions/formulas, in order to build complex pivot tables. This resulted in reduced manual effort on ad-hoc analysis work from 5 hours per week to 1 hour
• Applied in-depth data querying and manipulation of data to assist with root-causing, trending, and summarization of projects to senior level audiences through creating standardized reporting; Filtered, and formatted mass data dumps to improve the accuracy, and added calculation automation. Enabling the ability to provide deeper insight into raw data by shaping and disseminating analyses to help decision makers drive business activity and strategy

Confidential, New York, NY

Financial Analyst, Transformation Consultant

Responsibilities:

• Developed, and maintained FAQs on SharePoint for internal departments, personally designed FAQs with the intent of easily digestible information through the use of illustrations such as self-created flat images, flowcharts, and graphs; this decreased the amount of daily ticket submissions by 20%, while increasing the amount of time my team could spend on production/new projects
• Built mock financial models using Excel pivot tables and V-lookup to mirror new financial reports the firm planned to implement within the accounting department, designed and executed macros to automate data entry inputs in test scripts and other spreadsheets or workbooks
• Contributed in the planning and implementation of organization-wide business strategy assessments that included data analysis and management reporting

Confidential, New York, NY

Accounting Analyst Consultant

Responsibilities:

• Developed new filing and organizational practices, increasing team productivity and improved project completion times by 20% through an overhaul of internal processes
• Cross-d investor K-1, 1042-S, and 8805 forms against internal and third party databases to ensure financial information accuracy and integrity, acted as the last touchpoint and gave go/no-go decisions on reports and maintained a 99% accuracy level of confidence

Confidential, New York, NY

Accounting Assistant/Data-Migration Analyst Consultant

Responsibilities:

• Identified and implemented a new data storing process by use of a SQL server, which was instrumental in improving the data entry-migration process and retrieval. The new system enabled the organization to quickly query and access data on demand by migrating from resource intensive applications to automated platforms, this resulted in a 25% increase in efficiency and also lowered operation costs by 35%
• Mapped data from legacy systems to test environment and performed validation checks to ensure integrity of reported financial information, and established software and security within the server to enable global remote access to users

Confidential, New York, NY

Financial Representative

Responsibilities:

• Ranked in the top 5% of class out of 50 individuals, and exceeded production goals by 150% for eight consecutive weeks
• Developed and maintained an extensive network of affluent clients and prospects through the use of customer relationship management tools
• Offered professional, tailored financial advice catered towards each client’s unique objectives and personal situation