SUMMARY:

• MBA graduate who is a focused, visionary Analyst/Project Manager with strong problem - solving process-enhancing communication and organizational skills.
• Proven abilities in business analysis, procedure documentation, day-to-day operations, writing specifications and requirements, work flow analysis, and other initiatives to improve communication and increase productivity.
• Capable of providing leadership to ensure that quality deliverables and timelines are met.

TECHNICAL SKILLS:

• JIRA
• ADP Impact
• SharePoint
• Salesforce
• SWIFT
• DTC
• BONY
• Summit
• OASYS
• Bloomberg Market Services
• Various Internal Systems
• Aexeo
• Confidential
• Quality Center and MS Access and Visio.

PROFESSIONAL EXPERIENCE:

Confidential Paribas

Project Manager/Business Analyst, New York, NY

Responsibilities:

• Compiled data from various referential systems used for analysis to identify client lists in scope for each regulatory initiative.
• Created a Centralized SharePoint Tracker to monitor the activities of the 540 Tier One Client Counterparties.
• Point person for the Legal and Compliance for all the Metrics and timelines on the projects.
• Facilitate and lead discussions addressing critical regulatory topics in client management meetings.

Confidential

Project Manager/Business Analyst, Jersey City, NJ

Responsibilities:

• Responsible for a 600 Million Dollar Fee Analysis for Confidential ’s top twenty vendors.
• Accountable for the Project Plan, SharePoint, Vendor Files, Invoice Logs, and managed the team in India.
• Wrote the Specifications of the 25 biggest expenses for the Technology Team for the Confidential .
• Was able to increase transparency and reduce costs by 3.5 million dollars.

Confidential

Data Business Analyst, Jersey City, NJ

Responsibilities:

• Performed UAT (User Acceptance Testing) to ensure that the system requirements met the business needs.
• Reduced recurring tax issues by over 80% by working with the Tax Operations Team and Broadridge.
• Created Metrics from various Exception Reports for Senior Management.

Confidential

Project Manager, New York, NY

Responsibilities:

• Managed a team of six who were onsite in NY and Baltimore.
• Wrote the procedures and training materials for Loans Origination and Cash Reconciliations across four regions.
• Created a Project Plan to update the Managing Directors on the daily/weekly progress of the project.
• All timelines were met within the budget and the client was extremely pleased with the end result.

Confidential

Operations/Business Analyst, Jersey City NJ

Responsibilities:

• Analyze, calculate and validate monthly and quarterly time weighted and money weighted returns.
• Review current processes, identify system deficiencies and recommend ways to streamline the processes with India.
• Assist in guiding and directing test strategies to ensure that complete test plans and test beds are created.

Confidential

Business Analyst, New York, NY

Responsibilities:

• Wrote a Business Requirements Document detailing the purpose of FATCA, objectives, and drivers.
• Compiled a universe of Data Elements for OTC Derivatives as it relates to various tax forms.
• Documented the derivative reporting requirement rules under the Dodd Frank regulation.
• Created a summary of the US Information Reporting and Withholding tax rules for Interest Rate Swaps.

Confidential

Business Analyst, New York, NY

Responsibilities:

• Wrote specifications for the client reporting such as transactions, performance, and attributions that will transfer into
• State Street’s internal System.
• Met with the client to gather relevant data for Credit Default Swaps to map into ESP (Enterprise Servicing Platform).
• Performed User Acceptance Test (UAT) plans and built sample test data.

Confidential

Business Analyst, New York, NY

Responsibilities:

• Interviewed and worked with Confidential to gather data and requirements.
• Documented both current and future state gaps for functional specifications and wrote user cases.
• Worked with the development team to distribute project assignments and ensure specifications are understood.

Confidential

Reference Data Pricing Analyst, New York, NY

Responsibilities:

• Load Prices of Credit Default Swaps on day of purchase held at Confidential .
• Integrating new pricing requirements and feeds; Conducting testing on new systemic product development.
• Review of pricing exception reporting on missing security prices, stale securities prices, and price variances.

Confidential

Middle Office Senior Operations Analyst, Jersey City, NJ

Responsibilities:

• Prepared daily reconciliations between prime brokers and hedge fund clients.
• Worked to resolve open positions resulting in the trading of Credit Default Swaps, Corporate bonds, and options.
• Assisted new hedge fund clients to go live on our Aexeo System.

Confidential

Business Analyst, New York, NY

Responsibilities:

• Worked on a Geneva Conversion Reporting Analysis Project at Confidential .
• Tested new versions of the reporting repository written in MS Access.
• At Confidential, helped design a user manual for new Basel II users.

Wall Street Consultant

Confidential, New York, NY

Responsibilities:

• In charge of a special project to train India on all functions being outsourced.
• Worked with Directors and Vice Presidents to decide on what functions would be transitioned to India.
• Handle a large volume of pool changes on a daily basis.