SUMMARY

• Highly accomplished and well - rounded business and technology professional with a verifiable track record of exceeding expectations in designing IT and business processes including global strategic initiatives. Experienced in managing projects and operations, developing strategy and requirements, performing gap analysis and managing blueprinting and other functions for various projects including enterprise-level solutions that deliver superior results and accomplish strategic goals within budgets.
• Business acumen rooted in strong education and honed by years of high performance at Fortune 50 companies, top tier Wall Street and consulting firms. Strong interpersonal and cross-cultural experience and adaptation skills, highly adept at diplomatically facilitating discussions with stakeholders. Versatile and entrepreneurial A-type team player with likeable personality, high energy, tenacious follow through and laser focus on maximization of ROI and delivering as committed.
• Experience in developing business and executing investment banking and wealth management services. Strong education in finance. International experience that includes large commodities contracts and multi-billion strategic project development.
• Manage end-to-end IT developments with a disciplined approach that covers prospecting, scoping, linking business goals and deliverables, directing teams, and navigating the stakeholders’ matrix;
• Engage the client and collaborate internally to manage requirements and business needs analysis, formulate objectives and documentation. Determine and get approval for project scope and resources, deliverables and implementation roadmap (WBS). Hands on with client status reports and changes;
• Exercise out-of-box thinking to generate and debate strategic approaches and tactical ideas to develop products and solutions and present to stakeholders to stay ahead of the curve and maximize ROI;
• Experience in multiple projects utilizing waterfall and agile methodologies for implementation of off-shelf and customized software for diverse client base from early stage to global leaders;
• Lead impact assessment, enterprise, gap and financial analyses of the project (cash flow projections, ROI calculation and financial modeling) to assess the viability and efficiency of the options.
• Hands-on with project budget creation, review and client approval. This includes negotiations of vendor deliverables and cost. Tracked financials and achieved 5% budget deviation;
• Spearhead the scheduling process by building integrated projects’ schedules, assessing stakeholders’ impacts and translating them into deliverables with external/internal dependencies. Prepare implementation roadmap (WBS), negotiate/resolve schedule conflicts and other issues working closely with dev, SMEs and QA;
• Function as a product owner where I oversee or work hands-on on use cases and stories including their sizing, definition, decomposition, acceptance criteria and sign-off. Also lead sprint and release planning where I utilized Jira and TFS, which I also use for burn down reports, backlogs and defect/issue resolution. Lead daily stand-ups, sprint demo, retros;
• Apply financial services and capital markets subject matter expertise to strategic initiatives that include capital raising, M&A and other restructuring processes;
• Knowledgeable about Quality Assurance, Change and Risk Management policies. Assess project impacts, analyze/negotiate alternative solutions and mitigation plans, follow through with implementation. Collaborate with QA and the client on test planning/execution/analysis and reporting;
• Modeled business processes, UI and data flow (Visio, Smartdraw), perform system and data analysis & validation (SQL), oversee or write BRD, FRD, TRD and run JAD workshops.

PROFESSIONAL EXPERIENCE

Confidential

Business process cloud

Responsibilities:

• Interact daily with the client’s CEO and management to understand the business need and the process, develop use cases and incorporate that knowledge into the efficient solution design via a robust feedback processing;
• Analyzed the existing shortcomings of the process with the team leads, designed the robust cross-team process, re-baselined the project and enforced execution and reporting that led to a timely product delivery;
• Capturing requirements that relate to the user interface and technical performance, translating those to the agile delivery teams, managed the development work estimate and release scheduling;
• Supervising the UX team and ensured quality of html/CSS cuts and the build;
• Directing the Kanban sprint planning, backlog grooming, retrospective and other agile ceremonies. Report progress and discuss issues with the key stakeholder and principals of the company to develop solutions;
• Overseeing the QA team to verify the developers’ work and ensure timely sprint execution including UAT;
• Spearheading the data migration process requirements and monitoring its delivery;

Confidential

Business Architect/Product Owner, Finance

Responsibilities:

• Worked with the clients to incorporate the Accenture-specific corporate finance, business values and use cases into the development of best UX and agile execution while ensuring long-term feasibility of solutions;
• Captured functional, UI and technical requirements, lead scenario analysis, presentation of solution ideas and securing customer buy-in for further user story composition;
• Subject matter expert (SME) for 2 delivery teams (data and financial analysis) leading requirements hand off, clarification of issues and questions, validation of work, testing and prioritization;
• Key resource in scrum ceremonies (stand ups, backlog grooming, etc.) where I provide functional expertise and additionally function as a second product owner;
• Data analysis (AWS) to improve the deal reporting process that gives BI insights to new business contracts;
• Member of a cross-scrum team working on system analysis and architectural transformation including the optimization of the data storage and transfer, calculations of transactions and reporting capabilities.

Confidential

Responsibilities:

• Spearheaded a variety of “proof-of-concept” initiatives covering business strategy and development of technological IP merging blockchain & tokenization for RTGS and other applications;
• SaaS platform that was built and launched is an ISO 20022 - compliant real-time clearing and settlement bank switch gathering, compressing, encrypting and delivering financial assets to M-Wallets globally and integrated with SWIFT, MasterCard and other partners;
• Analyzed the IP and conducted benchmarking analysis, brainstormed and presented findings and ideas to the CEO and other stakeholders, and provided guidance for formation of the go-to market strategy;
• Managed BRD/TRD, test strategy development and execution. Worked on data flow and process design;
• Risk management deliverables included AML/KYC policies, MSB and FINCEN registrations, FX policy;

Confidential

Project Manager, Business Analyst

Responsibilities:

• Consulting engagement with growing reseller of motorcycle products and accessories where the services offered ranged from strategic brainstorming to technological solution development and delivery;
• We developed a bikers community platform with diverse functionality including E-commerce, social media functionality and various search capabilities utilizing 10 APIs and open source php and HTML5;
• Proof-of-concept was attested by delivering mission-critical applications for online and mobile platforms (I Phone) where I led and supported other members of offshore IT team and a junior business analyst in their execution of enterprise analysis, requirements formation, UI /data modeling, coding, testing and delivery;
• Additionally I was charged with stakeholder relations and reporting, scheduling and financial issues;
• 6-mo long offshore project with budget close to $250,000, delivered on time and within budget by a 6-strong IT team and reported to the client’s C-level management.

Confidential

Lead BA

Responsibilities:

• Three projects (with total budget over $5M) developing proprietary tech solutions to document, monitor and mitigate risks related to i. customer due diligence, ii. third party vendor management for operations in Americas and iii. for FX trading desk based on new FINRA requirements and internal procedures.
• Review of regulatory requirements including Patriot Act and FinCen regulations to develop recommendations that redesigned the operational processes, installed additional controls, removed inefficiencies and reduced risks. Included integration with trading, other enterprise platforms;
• I guided BA team developing the business scope and requirements documentation, performed UI/data/process modeling and other tasks in conjunction with SME and business lines;
• Coordinated stakeholders including Customer Reference Data, Counterparty Diligence Management, Customer Due Diligence, Third Party Relations Management, Fin. Intel. Unit, BLRO, Operations and AML/Compliance and Regulatory Affairs units. Project covered 23 AMER, EMEA & APAC jurisdictions.

Confidential

PM

Responsibilities:

• Project purpose was solution definition and integration of third-party (PEGA) product to improve the customer service of a health insurance company, bring it to compliance with HIPAA and prevent drastic cost increase;
• Business value was attested in the context of a ‘proof-of-concept’ project with aggressive schedule to improve a business model and develop 40 Data Service/APIs for a Web front-end integration with legacy systems while implementing “proven” best practices of Agile/Scrum methodology;
• Work included enterprise and system analysis, data flow mapping and verification (SQL), planning of project strategy, sprints and releases, cost and success tracking and reporting, as well as Sprint execution, supporting the developers/QA and retrospectives;
• 6-mo long project with total IT cost $700,000, agile team and key stakeholders including PEGA team, CIO, Business Manager and Operations VP. Production ready services were deployed on time and within budget.

Confidential

Project Manager

Responsibilities:

• E-commerce and mobile application development project for one of the first video marketing companies where I was focused on developing end-to-end mobile platform and additional e-commerce functionality;
• Led and supported the teams where we studied the systems, elicited and developed requirements for stakeholders buy-in / budget approval, planned the SDLC and further developed and delivered the product;
• Project delivered new or upgraded functionalities including video email distribution/marketing, social media connectivity (Facebook), improved video library functionality, coupons and mailing lists, 1-touch call and GPS directions and client lists for prospecting (by real estate brokers and other sales professionals);
• This was a 10-mo long project with the budget over $1 million that was executed by a team of 11 IT professionals who utilized Java and C# for API, web and other programming and delivered 1st releases of Blackberry, IPhone and Android as committed. Stakeholders included the company President, CTO and VP Operations.

Confidential

Sr. BA

Responsibilities:

• Project was focused on developing a new master application (UI, rules engine, APIs, etc) that would sunset few legacy systems managing members, authorizations, billing, contracts, records and other data and transaction related information. This plug and play application would be further used for seamless integration of new strategic acquisitions;
• Focus of our team was to retire an application running governmental insurance plans. My responsibilities were to lead research and analysis of transaction and data management processes, and to document future application requirements for a hand off to system analysts for further hand off to developers who coded the new product off the scratch;
• Played a key role in all phases of software development where I supported IT team and SAs during the development, testing and product releases;
• Project was part of $100 million effort, 4 years long, 7 SAs, 5 BAs, close to 150 IT team including offshore.

Confidential

Project Manager, Business Analyst

Responsibilities:

• Ground-up offshore application development for a loyalty/membership-based web marketing company. Deliverable was a platform that connected customers to the brands by linking the brands’ promotional activities to consumers’ most frequent locations (bars, taverns, etc.);
• We developed the online software that allows the customers enroll in commercial places via signage terminal and receive the promotional activity of their choice. Over $100,000 project cost, 3-months long;
• Gathered and aligned requirements with the development team, defined key milestones and deliverables. Obtained approvals by all involved stakeholders, Established communication process for the project tracking and senior management status reports;
• Work included offshore travels for conduct face-to-face meetings with the team, weekly status calls, costs control and other standard PM functions such as changes and defect resolution and risk monitoring;
• Participated in final acceptance of the product and signed off the project completion documents.

Confidential

Analyst, Wealth Management Adviser

Responsibilities:

• Developed analytical skill set by participating on analyst calls and daily vendor presentations of fixed income and equity products, reading reports from the “street” covering market risks and opportunities;
• Utilized ThomsonOne, Morningstar, NumXL and S&P applications to monitor markets and positions, model and analyze risks and performance of managers, and to construct and update portfolios;
• Hands on with RFPs, client on-boarding and presentations. Invested client capital in MLPs, ETFs, mutual funds, SMAs, individual securities;
• Worked on proprietary CRM and Lifeview platforms to track/report client status, identify investor risk/return profile and goals, develop asset allocation and tax-efficient investing strategy for 401(K), IRA and other retirement accounts, create what-if scenarios and develop and propose comprehensive solutions.n time and within budgets assigned contracts and projects, including all business and operational deliverables. Engagements ranged from 5-50 million USD forward trading projects to a $16B offshore PSA.