SUMMARY:

Over 10 years of continuous and diversified experience in Project Management and Business Analysis participating in all phases of Software Development Lifecycle (SDLC) using Waterfall & Agile methodologies. Working in Financial, Government and Media industries on the Financial Trading, Regulatory, Wealth Management, Billing, Legal, and other highly visible projects. Hands on experience in documentation, design, data mapping, system architecture, development, integration, and maintenance of information technology solutions on Web - based and Client-Server platforms.

EXPERIENCE:

Confidential

Project Manager/Sr. Business Analyst - Consultant

Responsibilities:

• Establish clear and coherent project setup, communication plan and issue resolution processes through the entire SDLC/PMLC.
• Ensuring work-stream alignment with integration goals, project plans, risks handling & issues mitigation, cross-team interdependencies, and overall project schedule, Define, design, measure and track project performance KPIs and KRI; providing clear, concise and timely information to Exec. Stakeholder
• Responsible for 1042S and 8966 Reporting Phase of the Foreign Account Tax Compliance Act ( Confidential ) Projects.
• Conducting business & functional analysis and writing Business Functional Document (BRD) & Functional Requirements Document (FRD) including logical data flow diagrams, input/output data elements, process flow diagrams, screen specifications, and user interface design.

Environment: Agile, Waterfall, SharePoint, MS Office, MS Visio, SnagIt, Adobe Acrobat Pro, Flexcube, ACBS, Internal KYC

Confidential

Project Manager/Sr. Business Analyst - Consultant

Responsibilities:

• As a member of IT Team responsible for Business analysis for MC Legal Matter Management Solution
• Gather, organize and synthesize large amounts of information from various sources
• Working with stakeholders to understand their needs, concerns and the cross-browser environment that they operate in, Thorough understanding of Software Development Life Cycle (SDLC).
• Excellent level of knowledge & experience using both Waterfall & Agile development methodology.
• Ensure actual needs opposed to stated or superficial needs are addressed and adhered to, Performing requirements analysis and writing Business Requirement Document (BRD) including Scope Statement, Current-state analysis, Proposed State Analysis, Business process flow diagrams, UI mockups, and User Stories, Effectively communicating requirements to stakeholders, Identify the risks associated with the proposed solution as well as the risk for not implementing the solution

Environment: SharePoint, MS Office, MS Visio, SnagIt, Adobe Acrobat Pro, JIRA, Internet Explorer, Chrome, Safari, Passport (Matter & Document Management System)

Confidential

Project Manager/Sr. Business Analyst - Consultant

Responsibilities:

• Working closely with the business stakeholders, SMEs, OPPs and their corresponding IT Teams
• Working experience with F2B trade flows for Investment Banking products such as Equities, OTC Cleared/Listed/Bilateral Derivatives, OTC/REPO Collateral, etc.
• Understanding of SQL statements in order to identify gaps in the data feeds provided vs data feeds required by the regulations
• Provide technical requirements to the IT Teams in respect to data feeds management such as scheduling, filtering, headers, attributes, data s, aggregators, etc
• Ability to critically analyze information and make sound judgments and recommendations
• Ability to effectively communicate technical and non-technical terms, based on the audience and stage of project life cycles, to ensure mapped solutions satisfy business problems and opportunities
• Strong communication/presentation skills, ability to communicate effectively across technology, business community and senior management
• To be detail oriented, demonstrate excellent organizational skills and excellent follow-through skills
• Demonstrate the ability to multi-task and manage multiple initiatives at the same time

Environment: SharePoint, MS Office, MS Visio, SnagIt, Adobe Acrobat Pro, Internet Explorer, OnePPM, Loan IQ, GMI (by SunGard), SQL, CTX, NTPA NY, NTPA London (ALGO/COBRA, Global1, CDS, DIR, UKAS), and PrimeSwap - Internal Applications

Confidential

Project Manager/Sr. Business Analyst - Consultant

Responsibilities:

• Business analysis planning and monitoring to determine which activities are necessary in order to identify relevant stakeholders, select appropriate techniques and processes to manage requirements and provide constant assessment of progress
• Gather, organize and synthesize large amounts of information from various sources
• Working with stakeholders to understand their needs, concerns and the environment that they operate in
• Ensure actual needs opposed to stated or superficial needs are addressed and adhered to
• Performing requirements analysis and writing Business Requirement Document (BRD) including Scope Statement, Current-state analysis, Proposed State Analysis, Gap and Impact Analysis, Work flow diagrams, Business process flow diagrams, Use Cases (RUP), and Risk Assessments.
• Identifying and defining business needs and problems/issues and defining and developing a feasible solution scope
• Effectively communicating requirements to stakeholders, managing conflicts, issues and changes in order to ensure that stakeholders and project team members remain in agreement on solution scope
• Assessing and documenting the current state of business to identify and recommend improvements and verification and validation of resulting requirements
• Contributing to conversion off business needs into functional designs
• Identifying and managing gaps, determining the effectiveness of proposed solutions and developing Business Requirements documents and models
• Identify the risks associated with the proposed solution as well as the risk for not implementing the solution
• Participating in Annual BSA/AML

Environment: SharePoint, MS Office, MS Visio, SnagIt, Adobe Acrobat Pro, Flexcube, ACBS, Internal KYC

Confidential

Sr. Business/Technical Analyst - Consultant

Responsibilities:

• Reading Business and Non Functional Requirements Documents, becoming deeply familiar with their contents
• Writing and updating Functional and Non-Functional Requirements Documents and Technical Specifications
• Liaising with business users, the program change team, developers and other technology groups to clarify requirements as needed and ensure that all requirements are implemented correctly
• Developing a strong understanding of the existing Client On-Boarding systems, KYC, Change-in-Circumstance, and Remediation processes
• Participating in Annual BSA/AML

Confidential

Lead Business Analyst/Project Manager - Consultant

Responsibilities:

• On-board new clients and maintain current clients' data
• View and maintain clients' and their entities basic, financial, special assets, tax, and legal information
• Provide Asset Management services that depend on client's investment objectives and programs
• Schedule and perform Investment, Client, Performance, Due Diligence/Investment Management Oversight, and Committees' reviews on one-by-one or bulk basis and keep PDF files of such reviews for Historical and Audit purposes
• Submit, review, and track progress of Trade, Investment, Sweep Account Requests and others
• Perform Asset Allocation analysis
• Knowledge and experience of Project Management techniques / methodologies
• Ability to interact and empathize with different business & technical teams involved in project
• Working with senior level managers across a global organization
• Ability to manage multiple activities to deadlines
• Organizational, presentation and general follow-up skills
• Willingness to take ownership and accountability to execute and deliver on goals; strong commitment to high quality standards
• Excellent time management skills, ability to efficiently prioritize and multitask
• Independent & creative problem solving
• Supporting the U.S. & International 'New Business', ‘Investment Management Oversight', ‘Trust Admin’ and 'Wealth Planners' teams with deep product, integration and workflow customization domain knowledge, including presenting directly to Business Users and participating in and driving the overall business elaboration workshops
• Leading effort to develop and document functional requirements (including workflows), supplementing specification, and resolving requirement issues
• Working closely with development team to understand technical limitations and to formulate comparable solutions required for Business users. This includes translating business requirements into technical specifications
• Gaining and applying knowledge of all wealth management offerings to ensure complete offering understanding is represented to the user
• Delivering technical consultancy, recommending best industry practices and adapting the e-solutions to meet CitiTrust clients’ needs. This includes leading sessions with CitiTrust Management to identify and document business requirements for different parts of the project
• Managing defect lifecycle, which includes validation, requirements clarification, remediation, and closure
• Actively participating in Change Management lifecycle (estimates, requirements gathering, documentation, and updates)
• Supporting product functional enhancements through requirements gathering, writing of business/functional specifications, and process/end-user validation
• Working closely with to develop and implement users' materials
• Traveling to Business User's sites
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office (Word, Excel, Power Point, etc), Visio, SnagIt, Adobe Acrobat Pro.

Lead Business Analyst

Confidential

Responsibilities:

• Served as liaison between IT and business end-users and built and maintained business relationships with key users and senior business managers across many different functions, including sales teams, project teams, operations, legal and compliance
• Worked with the business to analyze business requirements and review/produce specifications for any new/change to technology applications
• Worked with the Technical Analysts and development team to ensure that they understand the specifications
• Wrote functional and technical specifications
• Managed software development life cycle
• Built and enhanced internal business relationships
• Set up test scenarios, guiding a QA Team in creating test cases as well as provided assistance in UAT efforts
• Managed business process reengineering and business modeling concepts, business systems development and analysis.

Confidential

Lead Business Analyst - Consultant

Responsibilities:

• Responsible for working with Business Systems Analysts and other management and non-management internal customers to define, construct, test, document, and deploy common processes across multiple business units.
• Working with business sponsors, IT leads and operations to gather and refine business requirements.
• Creating business process analysis artifacts, including but not limited to use cases, activity diagrams, sequence diagrams, Business Object Model and vision scope documents.
• Guiding QA team in creating test cases as well as provide assistance in UAT efforts.
• Providing functional inputs to development groups.
• Identifying project risk/issues and preparing mitigation plans to ensure project objectives are met.
• Conducting project meetings, and performing project tracking and analysis as necessary.
• Taking full ownership of the issues from initial investigation through to closure (through either user, upstream data changes or technical alterations).

Confidential

Project Leader/Business Analyst/Senior Developer

Responsibilities:

• Responsible for managing the day-to-day project activities while utilizing the knowledge of subject matter experts, managed both vendor and internal resources, and kept the teams focus on the intended objectives to deliver the project.
• Was able to set priorities, develop a work schedule, monitor and report project / deliverables progress, assess situations to determine the importance, urgency and risks, and make clear decisions which were timely and in the best interests of the client.
• Created a “ARD Change Management” database from scratch which allowed business user to submit a request and anybody else with the access to this system to track it’s progress from start to finish at any given moment;
• Gathered Business Requirements, did Business Analysis and work closely with the Offshore Team of Developers on all the technical aspects;
• Worked closely with HR and Internal Audit Teams on complying with all the ARD regulations.

Confidential, NYC

Senior Lotus Notes/Domino Developer - Consultant

Responsibilities:

• Worked closely with the functional business units and Information Services team to identify, evaluate, prioritize, design and implement technology-enabled business processes.
• Was actively engages in analyzing and documenting business requirements, Functional Specifications, interpreting business needs to the technical team, coordinating and executing Systems and Business Acceptance Testing.
• Was a functional expert on the specified applications.

Confidential

Business Analyst

Responsibilities:

• Gathering, clarifying, quantifying and documenting business requirements; assisting in defining project scope;
• Translating business requirements into functional specifications;
• Working closely with the technical team to translate functional specifications into technical specifications;
• Working closely with Quality Assurance to develop test plans, test scripts and coordinate overall system testing activities;
• Identifying system and process integration opportunities to improve efficiency, effectiveness within the technologies and business processes;
• Serving as a key liaison between the business team and technical team;
• Working closely with the Project Manager to ensure overall success.