SUMMARY:

Highly motivated, results - oriented, and proactive professional with extensive experience in the financial industry working in diverse areas including IT, Trading Floor, Trade Operations, and Treasury Operations. A team player, self-starter, and fast learner with strong communication and organizational skills and an exemplary work ethic; will work as long as necessary to see projects through to completion. Experience encompasses Equities, FX/Money Markets, Futures, Government Securities, Options, Precious Metals, Swaps, Wealth Management and Client On-Boarding Connectivity. Proficient in Adobe Photoshop; Adobe Captivate; Lectora; Articulate; Microsoft Access, Excel, SQL, PowerPoint, Project, Publisher, Visio, Word, SharePoint, RoboHelp and HP PPM. Also familiar with many financial industry systems from vendors such as Bloomberg, Reuters, and Sungard.

AREAS OF EXPERTISE:

• Change Management
• Curriculum Development
• Online Help & Tutorials
• SDLC
• Functional Specifications
• Superb Presentation Skills
• UAT & User Training
• Budgeting
• Business Requirements
• Manuals / Guides / Run Books
• Business Continuity
• Terrific “People” Skills

PROFESSIONAL EXPERIENCE

Confidential, Tenafly, NJ

Senior Project Management

• Lead and facilitate meetings with project stakeholders from all levels
• Identify resource requirements to complete key project milestones by partnering with project managers to understand scope of effort, deliverables, and project plans
• Assist in business process understanding sessions by gathering and documenting business requirements and workflows
• Analyze business needs and provide optimal solutions by researching available options
• Provide application support by analyzing and solving application or configuration issues
• Resolving any conflicts with requirements between business units or between business and technology
• Obtaining signoffs and managing change requests

Confidential, New York, NY

Senior Project Management

• Created Access Database to track vendor cost by project and cost center
• Created Visio Work Process Flows and User Interface diagrams
• Participated in Disaster Recovery and Business Continuity meetings in effort to update procedure documentation

Confidential, New York, NY

Senior Project Management

• Strategic, conceptual analytical thinking and decision making skills
• Responsible for IT team move which included Logistics of resources, third party vendors, different business units, multi complexed applications, project & budget planning meetings, tracking artifacts and change management issues.
• Adaptability and flexibility including ability to manage deadline pressure, ambiguity and change
• Excellent conflict resolution and negotiation skills within a context of political sensitivity and conflicting interests
• Analytical skills and the ability to present findings in a clear, concise manner
• Ability to advise on complex matters to non-specialists
• Personal integrity and courage to escalate issues about the project to management when necessary and to advocate for responsible solutions to project problems
• Exceptional interpersonal skills; the ability to work well with people from many different disciplines with varying degrees of technical experience; competence in clear, concise and tactful communication with senior management, clients, peers, and staff.
• Budget management skills; ability to analyze and review financing plans and related budgetary information to determine the impact on a project.

Confidential, New York, NY

Senior Project Management / Technology Implementation Specialist / Technical Writer / Trainer

• Worked with the Project Confidential researching and documenting process flows for the Software Design and Development Process.
• Created step by step process templates to develop software by taking data provided and formatting it.
• The information from the created templates served as the foundation for the playbook training guides.
• Created Visio diagrams displaying the project flow process with responsible roles and definitions of work responsibilities.
• Conducted interviews and product analysis to gather user requirements via workshops, questionnaires, surveys, site visits, storyboards, use cases, scenarios, and other methods for the Cash Management application to ensure optimal client on-boarding process.
• Handled all Cash Management file importing issues for internal and external clients.
• Identified and established scope and parameters of requirements analysis in order to define impact, outcome criteria, and measure-taking actions.
• Worked with project stakeholders, developers, QA teams and testing teams to prioritize collected requirements and determine final product output.
• Created complex wireframes and screen mockups using Visio for a multi-tier application.
• Developed business requirements and functional specification documentation for a new Cash Management and IRA web based application for future rollout to external clients. Project management methods used waterfall, agile and use cases.

Confidential, New York, NY

Senior Business Analyst

• Defined, developed, tested, and implemented multiple systems including a global external Internet-based payment system with “Customize Pricing,” a new Confidential filtering application, a Cash Management application upgrade, a new global Internet-based Equities, FX & FX Options trades processing system and a highly complex Money Transfer System for New York, Frankfurt, Tokyo, and other global territories. Project management methods used waterfall, agile and use cases.
• Responsible for “on-boarding” new clients specifications documentation and user interface creation using Visio for the new payment system. Organized and ran workshops with Business Units, IT, and Operations subject matter experts in the US and overseas to collaborate in defining functions, data/process flows, and business events in order to develop systems and documentation that optimally meet business needs.
• Responsible for updating and maintaining all ongoing projects deliverables and budgets in the HP PPM database.
• Conducted UAT testing and compiled incident reports.
• Played a major role in implementing an in-house Order Management System that consisted of global order workflow, trading, fund allocation, Wealth Management, integrated compliance, audit and post-trade processing.
• Monitored and ensured best practice and compliance with regard to regulatory standards and industry benchmark for business continuity and disaster recovery. Ensuring plans were up to date and tested annually. Coordination of seats and workstation setups at the business recovery facility.

Confidential, New York, NY

Senior Business Analyst / Technology Implementation Specialist / Technical Writer / Trainer

• Completed a wide range of freelance consulting/contract assignments for leading financial institutions.
• Conducted interviews with users and business managers to define functional requirements and specifications for various new transaction systems.
• Wrote system applications policies, procedures, and run books featuring step-by-step instructions and conducted training workshops.