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

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

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