SUMMARY:

• Agile/ Iterative Process/ Sprints/ Waterfall/ Documenting of storyboards, chairing scrum meetings and JAD sessions
• Global Markets, Capital Markets, FX, NDF’s, Futures, Options, MM Loans and Deposits, Securities, Bonds, Collateral Trading, Custody Trading, Single Stock Futures, Prime Broker Give ups, Swift Messaging
• GL (FCS), Recon Processes (Recon+) and resolution of breaks
• Dodd - Frank, Emir, SOX Compliance, Erisa and OFAC reporting
• DR Testing, Real time replication and fail over

TECHNICAL SKILLS:

• MS Office
• MS Access
• MS Project
• MS Visio
• WebEx
• Jira
• SharePoint
• Sales Force
• Toad
• MYSQL
• Business Objects and Crystal Reporting
• Oracle BI
• Onyx
• Tandem
• Vax

PROFESSIONAL EXPERIENCE:

Modis/ Perficient Consultant

Confidential

Responsibilities:

• Data analyst for OCC assessment relating to Sales Practices

Project Manager/ Business Analyst

Confidential

Responsibilities:

• Project Manager responsible for development and maintaining the project plan for the Foreign Exchange workstream
• Sr. Business Analyst for a Global Optimization Project
• Primary responsibilities include developing business requirements, data mapping and use cases, epics and storyboard
• Analyzing current process flows identify gaps and facilitating process changes to address gaps
• Documentation of Process and Data flows utilizing Visio

Business Analyst

Confidential

Responsibilities:

• Results oriented Business Analyst for treasury application with extensive experience in completing analysis and business requirements documents (BRD). Develop use cases, execute test scripts and document results for various modules including FX, MM, Securities and Collateral Trading while adhering to Software Development Life Cycle (SDLC).
• Liaise with clients and WSS cross functional teams to support client needs for regulatory reporting including
• Dodd - Frank and Emir. Documented use cases/ conducted various testing scenarios to address client issues
• Support various client initiatives in a PM/ BA capacity adhering to Agile/ Iterative process
• Responsible for servicing global financial institutions and corporate clients relating to treasury application needs to support business activities across asset classes. This includes chairing client calls, maintain and prioritize client issues for FX, MM, Securities and Collateral Trading
• Responsible for timely assessing and tracking of issues and enhancements as presented by client. Work with client to provide the appropriated documentation of issues/ enhancements. Interact with cross functional teams including product management, development, client services and support teams to evaluate, prioritize and coordinate code development and deployment
• Proven success in documenting testing and expected results along with executing testing timely for client delivery of code with high success rate of client acceptance of code
• Work in concert with management team to foster client relationships via regular meetings and communications with clients on a daily basis to address bug fixes, enhancements and system upgrades
• Experienced working with global clients and resources across multiple time zones

Senior Project Manager

Confidential

Responsibilities:

• Responsible for managing Agile projects within scope, time and within the approved budget while following the PDLC
• Responsible for all PM reporting and tracking tools
• Successfully track project performance against planned schedules and milestones, hours and costs weekly.
• Provide weekly status to stakeholders and PMO. Also provided detail dashboards for monthly financial reporting
• Accountable for managing scope, and risk throughout the project. Additionally, responsible to tracking, prioritization and resolution of identifiable issues
• Manage day to day client/ line of business interaction
• Successfully integrated team members including perm employees from business side, technical, product development and contractors from Infosys and Accenture to collaborate on successful project deliveries

Senior Business Analyst/ Project Manager

Confidential

Responsibilities:

• Lead Business Analyst supporting the initial design and functional development of a foreign exchange trading and settlements application, StreamFX. Primary responsibilities included the following
• Prioritized work efforts for off shore resources in Pune and Shanghai assigned to development effort while adhering to Software Development Life Cycle (SDLC)
• Project planning in support of a phased approach for product development
• Author of Business Requirements and Functional specs along with being the lead Business Analyst
• Client Relations/ Project Manager Role for various clients including banks and brokers
• Responsible for managing client facing projects to successful completion within budget
• Participation in client site visits for project kick off meetings and requirements gathering
• Liaised with clients and internal PMO/developers across time zones including off shore resources, to successfully deliver enhancements to clients on time while mitigating cost overruns

Director

Confidential

Responsibilities:

• Responsible for managing foreign exchange operations, a group within the global treasury operations business unit processing in excess of 120,000 trades with a notional amount of $183 billion on an annualized basis
• Responsible for Sarbanes-Oxley and OFAC compliance reporting
• Direct responsibility and oversight of a unit manager and staff of 7 to ensure timely completion of operations functions for foreign exchange; inclusive of daily processing, operational controls and management reporting
• Maintain a close working relationship with senior management in FX trading, client management, risk management and related disciplines to develop, manage, and implement new trading strategies including NDF trading and GTSS confirmations along with the required system and operational infrastructure
• Lead foreign exchange operations subject matter expert involved in the successful conversion to Spectrum.Net trading platform and a subsequent upgrade of the application that was accomplished utilizing the Agile/ Iterative process methodology
• Documented test cases along with executing testing and liaising across departments including development, front office, back office, credit/ risk and accounting to ensure appropriate requirements were being met with new vendor product offerings
• Responsible for managing issues list and coordinated the prioritization of work efforts with vendor to deliver enhancements/ bug fixes timely
• Responsible for the professional support and development of the foreign exchange operations staff

Confidential, Boston

Responsibilities:

• Provided foreign exchange application expertise and systems knowledge related to the global site conversions
• Worked with global trading desks, operations, and Wall Street Systems vendor to implement a trading platform providing the business with real time positions and P&L for foreign exchange, money markets and options. Additionally successfully implemented a comprehensive back office suite
• Provided pre and post conversion on-site support for global markets FX and MM conversions in Boston, Canada, London and remote support for Sydney
• Provided assistance to traders and sales staff to address/ resolve position, P&L and margin discrepancies.
• Managed an operations group of 5 providing support to global sites for static data inclusive of managing FSI’s and confirmation set up, currency codes, swift codes and other related static data
• Participated in establishing new product offerings. This included development of product specifications, liaising with business units and vendor. Also participated in unit testing and coordinating code releases
• Developed standards to establish customer account records, standard settlement instructions and post trade confirmation requirements for foreign exchange and money markets products
• Coordinated testing of bug fixes and system enhancements to resolve production issues. Worked with software turnover team to migrate code into production.
• Responsible for career development of staff. Successfully mentored individuals to achieve management level positions within the organization

Confidential, Boston

Responsibilities:

• FX Global Markets - Team lead on project to convert a treasury application, Trading Assistant to Wall Street Systems
• Deposit Operations - Effectively managed a staff of 38 that supported multiple operations sites and branch networks for CD/Time Deposits as well as support for DDA processing.
• Recruited, trained and evaluated the performance of customer service and operations support personnel
• Responsible for the daily balancing of all UCCEL Time Deposit systems Recons and the resolution of exception breaks
• Coordinated compliance mailings for Certificate of Deposit including: 1099 INT; W-8; W-9; B-Notices.