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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLENorthbrook, IL LINKEDIN LINK AVAILABLESENIOR BUSINESS ANALYSTFINANCIAL SERVICES PRODUCT SUPPORT TRADING DATA MINING SOFTWARE TESTING TRAINING INFORMATION TECHNOLOGY Demonstrated ability to identify and solve problems with strong attention to detail. Possess a high degree of organizational skills with the ability to manage multiple projects with competing priorities. Strong oral and written communication skills with a proven ability to make presentations and communicate effectively with business, technical teams, and leaders. Project Management Procedure Development Business Analysis Incident Management Quality Assurance Technology Deployment Process Improvements Requirement Identification Vendor Relations Product Lifecycle Management System Improvement Technical Support PROFESSIONAL EXPERIENCENuveen, Chicago, IL (2017 to present)SENIOR BUSINESS ANALYST, INFORMATION TECHNOLOGY Project Manager for development of SMA RPA BOTS project. Created requests for new APP and DB servers. Worked with developer on installation of software and testing of subsequent reports. Incident and Problem Management responsibilities for production support. Disaster Recovering Testing for 6 applications. Project Manager for Electra (OpenStaars) reconciliation software server and hardware upgrade. Successfully led team for transfer of confidential information into a more cyber secure environment. Created business design, functional requirements, and PowerPoint presentations for upper management on major software upgrade project.Milliman, Chicago, IL (2016 to 2017) Responsible for documenting IT systems for health insurance firm. Created topography and dataflow maps for internal and external interfaces. Assisted in the creation of Business Continuity and Disaster Recovery Plan. Mesirow Financial, Chicago, IL (1985 to 2016)SENIOR BUSINESS ANALYST, INFORMATION TECHNOLOGY (2001 to 2016) Supported Wealth Advisors and Fixed Income businesses. Analyzed, tested, and implemented broker-dealer trading platform software requests and enhancements. Gathered requirements and specifications for compliance initiatives mandated by the SEC and FINRA.Business-critical technology initiatives and results included: The Point-of-Contact for critical Bloomberg technology issues. Ensured resolution, proactively identified point-of- failure possibilities, and constantly communicated with users. Ensured automation systems availability and functionality. Resolved SunGard system issues, clearing trades for over 40 broker dealers. Integrated data elements from 3 disparate systems eliminating manual entry and significantly increasing productivity and reducing errors for the Account Opening system. For the Document Tracking System, integrated data elements from 2 disparate systems used by middle management and front office users. Extracted data files from National Financial and BlackRock and partnered with Developers in creating automated system. Created and conducted training for users. SME on SunGard Financial Systems client and broker trading clearing system. Collaborated with SunGard to build the online internet trading platform for equities, options, and mutual funds. Enabled broker dealer and select customers the ability to enter trades online. Eliminated costly software and quote package. Integrated delivery of Proxy, Prospectus and Reorganization notices into client and broker trading applications creating Electronic Document Delivery and eliminating mailing from Broadridge. System Administrator for critical software including Bloomberg AIM, SSEOMS, ImageNow and Monarch. Conducted business analysis and data validation for converting accounts from Thomson Reuters Beta System to National Financial for Wealth Advisors and to Pershing for Fixed Income including name and address, positions, balances, documents, and security master data files. Completed on time and within budget. Supported internal and external Investment Managers in resolving technical issues with all platforms. Prepared project specification documents with Stakeholders and Developers. Built the Business Continuity Process for the Global Markets division. Successfully created the test approved plan for Disaster Recovery. Developed compliance trading rules for Bloomberg AIM system. Produced analysis on operational reports for Global Market clients. MANAGER OF ADMINISTRATION (1992 to 2001)System Administrator for system security, new user onboarding, dissemination of new functionality reports, resolution of problems and enhancement requests. Responsible for customer confirmation and statement production. Directed 2 mid-level professionals which included performance appraisals and salary administration. Point-of-Contact and firm liaison for Thomson Reuters BETA System. Handled all upgrades, issues and projects. Collaborated on integrating Bloomberg TOMS trading files into Thomson Reuters BETA system eliminating entering trade tickets in both systems. Ensured system security and optimized workflows for end-users. REORGANIZATION DEPARTMENT MANAGER (1989 to 1992)Processed maturities, redemptions, optional and mandatory put/call notifications. Set up of new securities. Supervised staff of three. Responsible for performance appraisals and salary administration. IRA DEPARTMENT MANAGER (1987 to 1989)Processed retirement contributions and contributions. Set up of new accounts. Responsible for retirement tax reporting. Supervised staff of five, which included performance appraisals and salary administration. Margin Clerk (1985 to 1987)EDUCATION:IS Project Management Program, Institute for Professional Development, DePaul University Bachelor of Arts, Economics, Denison UniversityPROFESSIONAL DEVELOPMENT:ManagementHuman ResourcesRegulations and ComplianceTrainingPROFESSIONAL CERTIFICATION:ITIL: Foundation Certificate in IT Service Management TECHNOLOGIES:Bloomberg TOMS, Bloomberg AIM, Bloomberg SSEOMS; Thomson Reuters BETA systems, Thomson ONE Beta Link, Host SunGard; Pershing NetX360, National Financial Systems (NFS) Streetscape and FBSI platforms; MS Office: Word, Excel, Access, Outlook, Power Point, Visio; Team Foundation Server (TFS); JIRA; SharePoint, Ultra Edit, Snagit |
