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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLE LinkedInWilmington, DE Street Address PHONE NUMBER AVAILABLESenior Software Tester ProfileAmbitious and goal-oriented software professional with demonstrated expertise in building innovative software solutions.Adept at understanding project requirements and delivering multiple tech-solutions in fast-paced environments within budget and timeline. Proficient in User Acceptance testing, Quality Assurance (QA) Automation testing, Global SIT & UAT testing, and requirement gathering. In-depth knowledge of new technologies such as Information Architecture and Robotics, and excellent grasp of compliance requirements, industry best practices, and KYC norms. People leader, experienced in training, mentoring, and leading high-performing teams across geographies. Exceptional communicator, skilled in fostering relationships with external and internal stakeholders.Areas of ExpertiseContinuous Process ImprovementBusiness Analysis & StrategyOperations ManagementProject ManagementRequirements WritingConflict ResolutionTraining & DevelopmentBest Practices & ComplianceFintechTechnical SkillsSoftware Development Lifecycle (SDLC), KPIs, SKUs, CMS, DXP, QA Environments, Mainframe (Corporate Actions and TITAN), Python, SAP, GMS, AIM, OTM, DTCC, Visio, Alteryx, Tableau, MS Project Desktop, Application Management Lifecycle (ALM), JIRA, Agile Testing Workflow, Pluralsight, QA Automated Testing, Global SIT & UAT Testing, RDBM, NoSQL, MPP, Stream Processing, and Time Series Processing.Career ExperienceRockefeller Capital Management, Greenville, DE 04/2022 PresentTrust Services Manager (UAT) AVP.Oversee and support Trust Officers and Operations Softwares related to multiple functions of Family Office Advisor team, including client onboarding, opening of custodial accounts, managing accounts, and transferring security and driving organizational change. Manage daily account maintenance activities, such as account coding, multiple software development, design, plan and application testing. Work with developers ensuring testing applications perform accurately prior production parallel, and final production. Statement setup, cash posting and asset transfer transactions, determine variance between RCM accounts and custody accounts, and organize custodial requests. Evaluate and analyze internal processes, workflows, and systems to identify gaps, recommend and implement solutions to enhance productivity, improve efficiency, mitigate operational risks, and ensure adherence to policies and procedures. Build professional relationships with internal and external stakeholders to resolve issues quickly and streamline operations.Collaborated with Software Developers, Engineers, Coders, Trust Officers, Family Office, and other cross-functional teams on multiple projects, including revamping of Family and Trust Office platform.Acquired understanding of financial markets, asset vehicles, like mutual funds, equities, fixed income, and municipals among others.Managed Trust Accounting and Financial Services experience with focus on delivering customer satisfaction for high-net-worth and ultra-high-net-worth clients.JPMorgan, Newark, DE 09/2016 08/2022Corporate Investment Banking (CIB) QA Tester.Led global UAT professional software testing and business analysis for Prime Brokerage, Middle Office/Production, Custody and Asset Services BPS-MS (Broadridge), and Brokerage Processing Services. Managed business for internal and external service projects with second and third-party vendors, created management reports, and assigned key performance indicators (KPIs) for team members. Established framework for Settlement Operations, 871m, Security Master, Cash Management, Possession or Control, Short Interest Reporting, Charter of Accounts, BlueSheets, NAND, WTAX/TMS, and BMG10 regression and functional testing, collated scenarios, scripts, SOPs, and traceability. Provided periodic updates of project progress, risks, dependencies, and timelines to all stakeholders, business partners, tech team, operations, project managers, and management. Conducted regular research to identify and find solutions to reduce probable risks to workflow operations.Built high-caliber organization starting with two members to more than 1100 employees from Information Architecture, Robotics, Automation, QA Testing, Project Management, technology, and engineering spread across six countries focusing on growing financial institution platform and increasing customer outreach.Developed cross product service facilitating automation for financial institutions, enabling savings of $8.6M annually.Secured savings of $50M in organizations annual budgets within five years by delivering projects for Fintech in artificial intelligence, robotics, UAT (stands for?), quality assurance (QA), and engineering.Successfully automated key business processes, resulting in higher productivity and efficiency.Orchestrated development and implementation of new business interfaces, batch processing, and software solutions.Gained knowledge of all phases of Software Development Lifecycle (SDLC), KPIs, SKUs, CMS, DXP among other applications, built expertise in QA environments, Mainframe (Corporate Actions and TITAN), Python, SAP, GMS, AIM, OTM, DTCC, Visio, Alteryx, Tableau, MS Project Desktop, Application Management Lifecycle (ALM), JIRA, Agile Testing Workflow, and Pluralsight.The Bancorp Bank, Wilmington, DE 04/200509/2016Asst. VP, Securities Backed Line of Credit (SBLOC), Specialist Consumer Lending/Private Wealth DistributionBuilt and managed SBLOC affinity partner relationships across high-net-worth clients, advisors, and internal operations group. Reviewed applications from clients for Securitas Backed Line of Credit and proposed appropriate credit limits and financial facilities. Studied and analyzed portfolio of Mutual Funds, ETFs, Investment Grade municipal and Corporate Bonds, Treasuries, Preferreds, Equities, and other investment products. Diligently examined non-digital monthly portfolio statements to ascertain portfolio products were performing in line with SBLOC standards and outstanding balances were aligned with portfolio instruments. Tracked SBLOC portfolio daily for margin calls and violations in order to notify clients, take corrective measures, and caution relevant manager of collateral escalations, established adherence to credit lending policies and KYC requirements, and provided technical and product expertise. Collaborated with CEO, CFO, auditors, underwriters, lenders, loan & deposit officers, and compliance team.Managed timely communication between SBLOC clients, investment advisors, private bankers, and risk managers to build strong business relationships.Stayed current on industry best practices and incorporated relevant practices in business strategies to improve lending process.Partnered with regional and product leaders to develop and execute programs.Resolved errors in margin call reporting quickly and effectively.Additional ExperienceBroadridge Financial Solutions, LocationIT Product & Business Implementation Solutions AnalystSupervised contract creation process, including reviewing content, developing requirements based on work-stream flows and systems, and designing data structures for products and services for complete enterprise. Managed key process initiatives for crucial clients, created data integration strategies, and determined reusable patterns for optimizing asset utilization.Created high volume and velocity data ingestion and processing solutions.Led data migration to AWS Cloud to improve data analysis and deliver on business intelligence requirements in partnership with product managers, software engineers, and data scientists.Developed in-depth knowledge of multiple database types and functions, including RDBM, NoSQL, MPP, stream processing, time series processing and analytics to increase efficiency.Created and implemented strategy to increase utilization of data services for business growth.EducationBachelor of Science in Business Administration & Organizational DevelopmentInstitution, Location |
