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Business Analyst Resume Profile

Qualifications

  • Business Performance Improvement
  • Project Management
  • Business Strategy
  • Process Development
  • Change Management
  • Process Re-engineering
  • Cost Containment
  • Six Sigma
  • Customer Relationship Management CRM
  • Standard Operating Procedures SOPs

Experience:

Confidential

Senior Business Analyst

  • Root Cause Analysis of Fund Accounting Process
  • Lead weekly meetings for multiple projects
  • Audit Swift Messages process
  • Analyze and Map As Is process to utilize on Swift Messages for STP Straight Through Processing enhancements
  • Reconciling transactions between Fund Accounting, Custody and Transfer Agent
  • Review Error Reporting of Swift Messages and create procedures for correction processing

Confidential

Senior Business Analyst

  • Root Cause Analysis of Risk and Control issues leading to VCP Filing.
  • Lead weekly meetings for multiple projects
  • Compile and Provide Project Metrics to Senior Management
  • Created Project Charters, Scope Reengineering documents and Business Requirements Document for multiple System migrations from Proprietary database to central Recordkeeping system
  • Lead steps to update input and output files and processes with regard to System migrations to central Recordkeeping system
  • Quality Testing of all process improvement recommendations
  • Managed data remediation project involving mass update of 400,000 account records

Confidential

Implementation Specialist

  • Lead projects on Mass Migrations and Block Account Conversions including recordkeeping merger as part of corporate acquisition
  • Work with Trust Custodian to setup Investment Accounts and link accounts to recordkeeping system to facilitate automated trade feeds
  • Reconcile Trust Accounts for Mutual Funds and other Investments against account records.
  • Created process maps and mapping procedures to automate large file conversions.
  • Managed multiple implementation projects including remediating uninvested cash, process improvements and system enhancements
  • Defect analysis and regression testing of current procedures to pinpoint areas of improvement
  • Parallel testing of updated procedure and to prove improvements to process
  • Implement controls to ensure safeguards are in place with documentation of procedural changes

Confidential

Consultant / Project Manager

  • Testing and analysis on all process improvement recommendations
  • Develop the project scope, determined measurement statistics and analyze data
  • Remediation of errors caused by System conversion
  • Defect analysis for current processing methodologies
  • Process Improvement recommendations

Confidential

Senior Implementation Specialist

  • Project Management Six Sigma Project improved Confirmation Setup and mailing at CitiStreet
  • Mentoring Greenbelt Candidates including training of Lean and DMAIC Sigma Methodology
  • Trained in Lean Six Sigma principles in fields of Kaizen, DFSS, DMAIC
  • Six Sigma used in Implementation Department update business process and SOPs
  • Handled over 50 Mid 5 10 Million and Large 10 Million Up Conversions annually

Six Sigma Projects

  • Loan Tracking
  • Implementation Process
  • Internal Conversion Process
  • Confirmation Mailing

Confidential

Account Administrator

  • Promoted to Account Administrator
  • Set-up OMNI transactions for plans transactions include Contributions, Distributions and Loans
  • Reconciliation and audit of Plan Case load
  • Daily client communication for Case load

Night Trading

  • Process transactions for retirement plans including Mutual Funds, Stocks and Stock Options
  • Communicate with Trust to initiate trades
  • Reconcile transactions between the assets and participant records on a daily basis involving stocks, stock options, mutual funds as well as non-trade trust stock plans.

Confidential

Retirement Plan Services Installation and Conversion Department - Conversion Analyst

Confidential

Retirement Plan Services Installation and Conversion Department - Conversion Analyst

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