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Click here or scroll down to respond to this candidateCandidate's Name , BSEEEMAIL AVAILABLE, PHONE NUMBER AVAILABLESKILLS:Business analysis / project management / PMO financial IT, Capital Markets. Hedge Funds, Investment Banking, Compliance, Trading, Order Management Systems (OMS), Regulatory Reporting, Data Analysis, Data Warehouse / Data Lake, Master Data Management (MDM), Asset and Wealth Management, Risk Management, Treasury, Accounting, Data Quality (DQ), Market and Static Data / Reference Data, Data Governance, and Database Development projects. New software application development, specification, application enhancements, testing, and roll outs. Onshore / offshore personnel (global projects).Documentation of current state processes, systems, and data flows. Business requirements / functional requirements gathering and writing requirements documents (BRD / FRD). Liaison with Business and Program Managers, Senior Management, Technology, Compliance, Risk, Dev, QA, PMO, Trading, Portfolio Managers, Treasury, and Operations (Ops) personnel or subject matter experts (SMEs), and management of onshore / offshore resources (including contractors / consultants). Wholesale Credit Risk analysis, application, and process support.Provided training and support for new and enhanced software and systems. Created test cases and managed testing - QA, use case, system, regression, and UAT testing and documentation / change control. Presentations, project status / dashboard / PMO reporting. Wrote agendas for and hosted periodic steering committee / project status meetings and stakeholder work groups. Vendor management.Project work plan, statement of work (SOW), Proof of Concept (POC) creation, management of schedule, budget, risk, issues, resources, expectations, tracking, project quality control and project document archiving. SDLC, Agile, PMBOK methodologies, interaction with cross functional teams and experience with multiple dependencies and stakeholders. Project purchase order (PO) and invoicing.Process improvement, process reengineering, experience with business process modeling (BPM), process / system mapping and modeling (current and future state), MS Project, Office, Excel, Word, Visio, PowerPoint, Cognos, SQL, SharePoint, Salesforce.com, Fiserv, Service Now, Mantas, Axiom, Global IDs (GIDs), LEIs, CRM, Bloomberg data, Confluence, and Jira. Supported fixed income (FI), equities, repos, foreign exchange / currencies (FX), futures, options, and derivatives (FX, FXS, IRS, IRC, MBS, CDS). LOS, Broadridge ICI, Broadridge Impact, BPS, Finpro, PEGA, BlackRock Aladdin, Bloomberg POMS, AIM, MARS, and Charles River order management systems (OMS).Dodd-Frank IA Seg, CFTC OCR, NASD, FINRA, NYSE, IIROC rules, Volcker Rule, CCAR, IHC, Federal Reserve FR Y-9C, 14A, 14Q reporting, BCBS 239, FFIEC 002, Office of the Comptroller of Currency (OCC) consent order, BASEL, and data MRA / MRIA experience.EXPERIENCE:Montana Critical Metals Inc. / Heiser Partners Inc. 5/2023 - PresentRemote - Consultant Business Analyst / Project Manager, documentation, fundraising, business strategyHosted meetings between founders and prospects, created business and project plans, and organized / analyzed financials.Business analysis of processes, logistics, and process documentation.Liaison with joint venture firms, business, and funding prospects.Create / manage project status reports and documentation versions.HSBC 10/2021 5/2023Remote - Consultant Business Analyst / Project Manager, Compliance, MRA Data Quality Improvement & Controls / Reg ReportingHosted meetings between US Head of Regulatory Compliance and IT System owners and SMEs to define and review data rules.Business analysis of processes and data flows and key data element lineage (source and inter-system tracing), BCBS 239 controls, controls gap analysis, data capture / adjustment, data transformation, and data movement analysis and control evidence documentation. Credit risk business process review.Liaison with Compliance, IT, and Business.Hosted project meetings / managed project status reporting and documentation versions.Citi 5/2021 10/2021Remote - Business Analyst / Project Manager, Front Office Deal Management and Loan Origination (LOS) TechnologyBusiness requirements analysis / documentation, project management, implement new processes, create and execute test plans.OCC regulatory / MRA Compliance response efforts business analysis and project management.Host meetings / manage project status reporting / meeting minutes and documentation versions (Jira / Confluence).Trained users post enhancements / upgrades, and supported applications used by institutional clients for underwriting, secondary trading, M&A advisory, securitization, project financing, commercial loans, wholesale credit risk analysis, structured debt, residential loans, ABS, CLO, TRS.Bank of America 3/2021 5/2021Remote - Consultant Business Analyst / Project Manager, PMO office / Fixed Income, Currencies, Commodities (FICC) Compliance projectsSupported the Portfolio/Program Management Office (PMO) in its role of governance, control, and compliance oversight for regulatory reporting, credit, and regulatory risk related and MRA projects.Hosted meetings / managed project status reporting / meeting minutes and documentation versions.Supported quarterly CCAR and stress testing runs reflecting historic market scenarios, liaison with Volcker Business Areas / Volcker Trading Desks, Risk Managers, Risk Engine Analysts, Test / Market Data, and Stress Testing Teams.Assisted with sign off, reporting, and maintained project status (Jira).BNP Paribas / Scotiabank / IBM Global Treasury / Final Cycles 7/2017 3/2021New York, NY, Jersey City, NJ - Consultant Business Analyst / Project Manager, DQ Improvement & Client Data Program / Reg ReportingBusiness analysis of data flows and key data element lineage (source and inter-system tracing), controls, controls gap analysis, data capture / adjustment, data transformation, and data movement analysis and control evidence and data governance documentation (B & S).Equities and FI trade reconciliation business requirements documentation; existing and future state (post upgraded reporting) (all).Data attributes and data source systems analysis for regulatory reporting (FR Y-9C, 14A, 14Q, FFIEC 002, and BCBS 239) and data warehouse / data lake / data factory creation. Data dictionary creation, review, and update management, SQL queries (B&S).DTCC transaction submission and trace US Dodd Frank FX/ CFTC, Canadian IR, and EMIR FX & IR trades, MARS and Wall Street Systems (WSS) file generation, processing and posting, downstream systems and reporting (IBM).Liaison with FO, MO, IT and Ops. Hosted project meetings / managed project status reporting and documentation versions (all).System diagramming, data flow, risk, and reporting analysis, and training for Treasury Management software implementation (IBM).Yale University / Yale Corporation 10/2016 7/2017New Haven, CT - Consultant Business Analyst / Project Manager, Information Technology Services / FinanceBusiness requirements analysis / documentation, review of procedures / processes, creation and execution of test plans / scripts / test cases / UAT and data sampling methods for (print) OMS and Oracle Financials general ledger (G/L) to Workday conversion for Finance and local Business departments (Oracle PTAEO / Journal Staging Area (JSA) to Workday COA / Managed File Transfer.Project management of internet and intranet application development. Budget, test planning, status reporting, and documentation.Bank of America 10/2015 6/2016New York, NY and Jersey City, NJ - Consultant Business Analyst, Compliance - OCC response, Enterprise Independent Testing (EIT) GroupData flows, data governance analysis, documentation, and review with LOB managers / data office strategists.Data attributes and data source systems analysis for Compliance regulatory reporting (examples NASD Rule 2711, NYSE 472, FINRA Rule 2010, 2241, 2242, IIROC 3400, OATS, trade surveillance, etc.) for Global Equity & Credit Research businesses / testing.Business requirements analysis, review / creation of test procedures / processes, remediation of processes, test scripts and sampling methods for bank Compliance / EIT / (data) Sampling Analytics / Technology & Tools groups. SQL analysis, UAT.SELECT EXPERIENCE (2011-2015):Deutsche Bank, UBS, Legg Mason, Royal Bank of Scotland (RBS), General Electric Capital Treasury (GE), AIGBusiness Analyst / Project Manager, Regulatory Data Management / Transition / Change Projects / Wealth Management / Commercial BankingOwned project tasks, issues, risks, dependencies, and action items; responsible for project reporting, status, and signoffs.Developed and executed project plans, wrote project summary, business / functional requirements, agile project storyboarding, use cases, and performed system diagram documentation for multiple project work streams (Regulatory Reporting & Risk systems) - merger of systems and users between 3 business entities, involving over 220 staff, 45 systems, three continents and 10 site locations, and CRM systems (RBS).Work streams managed delivered ahead of other teams and on time and within budget (RBS).Created test cases and plans, managed / supported / QA efforts of requirements, data, systems (SIT), UAT, Dress Rehearsal testing.Data governance documentation review and updates (MRA, MRIA responses).Served as liaison between Compliance, Regulatory Reporting, Risk, Finance, Trade Finance, Lending Operations, USD Clearing, Cash & Payments, Treasury, and HR managers, users, developers, and testers.Hosted project meetings / managed project status reporting and documentation maintenance (SharePoint, Jira, Confluence).Data requirements specification, data flow / data source mapping, and data flow diagram creation for data warehouse / data lakes.Data attributes analysis / review (SQL) for inter-application integration and reporting (equities, FI, derivatives, holdings, and research).Developed application user and training manuals and provided updates / revisions as needed.Created PMO SDLC documentation, business requirements, data flow, and trade flow process documents for Front Office, Treasury, Compliance, Risk and Ops migration to new order management system (OMS, equities and FI) and new market data feeds.AWARDS, LICENSES & EDUCATION:IBM Technical Badges: Storage & Cloud Essentials and Agile Explorer.PMP - PMI Project Management Professional certification, expired July 2013.BS in Electrical & Computer Engineering, Syracuse University, Syracuse, NY. |
