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Click here or scroll down to respond to this candidateCandidate's Name
Massapequa, NY Street Address
EMAIL AVAILABLE PHONE NUMBER AVAILABLEBusiness Analyst Project ManagerSummaryU.S. Navy veteran with extensive experience in all aspects of banking industry including Business Analysis and Project Management using Agile and Waterfall; trained in Rally, Scrum. Highly driven analyst / manager for applications initiatives, regulatory, infrastructure, delivery upgrades. Settlements team lead for internal audit facilitation and artifact creation. Results driven in managed Business Process Reengineering and Change Control solutions.Excellent communication, analytical, interpersonal, presentation skills. Proficient in simultaneously managing multiple projects. Created functional specifications and operational process flows. Developed multiple financial applications, including (1) financial advisor production summary application using gross revenue, retroactive compensation, expenses, net payment and grid percentages calculated through a month-end process; (2) basic retail account fee DB2 online application allowing branch users to apply a basic fee to customer accounts on-line. Managed and maintained sales assistance, management incentive and challenge bonus compensation DB2 system enhancements for bank branches.Core competencies include:Agile, JIRA, CSPOInformation SystemsSQLADPSAT (Scenario Analysis Tool)AQT (Adhoc Query Tool)IT Program ManagementMicrosoft Office productsEXCELVisioExperienceIT Program Manager, Business Analyst May 2022-Feb 2024Mitchel Martin Inc., New York, NYAssigned to Bank of America for Market Risk Technology (contract ends February 2024)Created business requirements for Issuer Risk OPEX project.Documented issuer Risk current and future state data and business process flows.Performed data analysis on data feed queries to identify source data.Created acceptance test criteria for Limit Management System UI (cancel, edit note actions, authority grid functionality).Utilized Wiki page to upload acceptance test criteria.Created UAT document for operation and business sign-off.Utilized tools in Market Risk Suite for base line analysis in preparing for UAT testing between production and test environments.Assigned BAU tasks to perform feed extraction, register feeds, create JIRA tickets, query database to analysis reference data.Participated in weekly business analyst team meetings to review project status and training exercises and in stand up meetings with system developers and business stakeholders.IT Program Manager, Business Analyst October 2021-May 2022ETTAIN Group, Charlotte, NCAssigned at HRA Metro Tech Brooklyn for NYCWAY SystemIdentified data quality issues within NYCWAY and interfacing SEAMS online system for human resource application special services.Created: context level diagrams, data, design flows in Visio; epics, issues, tasks using JIRA.Participated in daily Business Analyst stand up and project status meetings.Business Analyst July 2021-October 2021Larsen & Toubro Infotech, Edison, NJData Analyst for Common Data Acquisition (CDA) Processing System at CitibankIdentified data quality issues and miss matches in transaction daily file processing for month end CDA Balance sheet forecasting.Performed data analysis on large volume transactional data for Citi inter-company (loans, short term borrows, long term borrows, mortgages, cash and deposits) processing.Participant in daily Business Analyst stand up, project status meetings using AGILE methodology; presented key business at daily Development Team meetings.Created functional requirements for Development Team to program code changes.Performed user acceptance testing for Operations and Business approval and sign off.IT Business Analyst (Consultant) - IT TECH SEC OPS April 2020-July 2021Union Bank of Switzerland (UBS), Weehawken, NJElicited requirements for Institutional securities trade processing DTCC Oasys migration program, created business and functional specifications for Fixed Income development team facilitating JAD sessions with all stakeholders for review and approval.Led daily requirement sessions with global Technology, Business and Operations.Participated in DTCC Oasys to Central Trade Manager (CTM) migration; collaborated with partners on design specifications, business rules, and proposed solutions.Transferred business requirements into functional specifications for Fixed Income GUI application to process client block trades from DTCC Central Trade Manager for UBS trade matching, exceptions and confirmation in DTCC CTM.Created context level diagrams, data and design flows with Fixed Income and Equities applications in Visio; created epics, issues and tasks utilizing JIRA.Developed test cases and lead UAT testing with Operations and technology.Created and presented program status reporting for Business, Operations and Technology program weekly group meetings.Vice President Lead Business Analyst Settlements January 2017 March 2020Morgan Stanley, New York, NY July 2000-March 2020Elicited requirements for securities loan execution, servicing and return, created business and functional specifications for Settlements development team facilitating requirement JAD sessions with all stakeholders for review and approval.Created context level diagrams, data and design flows with multiple applications in Visio.Gathered level zero estimates across applications areas for management approval.Created and maintained project plan across program; created and presented program status reporting for Business, Operations and Technology program working group meetings.Lead on Settlements fully paid securities internal audit, providing evidence and system process for audit, reporting status to senior management and achieving audit sign off.Participate and present program status to senior management steering committee meeting.Worked Operations and Technology, built technical specifications for retrieval of client account data from data warehouse to protect, process thru DTCC in case of cyberattack.Created high level design flows in Visio to present to Security Architecture team. Facilitated requirement sessions, managed backlog and sprint planning in JIRA and Rally.DTCC Account Number Format (street wide) Initiative: Manage distributed application team to perform impact analysis, survey and design.Maintained and managed back log, sprint planning in JIRA and Rally.Senior Business Analyst September 2009 January 2017Multiple ApplicationsEquity Commission Discount Initiative: Built business and functional specifications for application team to build web-based application for branches to set up and request special discount approvals or Equity Commission Discount (ECD) for deeper commission discount charges and bypass minimum Financial Advisor charges. Application replaced old system.oCreated specs for Purchase and Sales system application to enforce discounts for equities and options (Online and Batch Figuration) to rate approved per share or percent discount. Created context diagrams, data. design flows in Visio.oCreated use test cases, lead quality assurance testing, managed defects and resolutions involving all stake holders for successful implementation.Net New Assets Initiative: Worked with FA Compensation system owners and business end-users to elicit requirements for Net New Assets. Created project plan, facilitated project status meetings with stake holders for project progress and updates thru SDLS lifecycle.Direct Registration Service Profile (DRS/DRSP), Deposit Withdrawal At Custodian (DWAC) Initiative: Created business opportunity, Visio and functional specifications collaborating closely with business and information technology owners deriving system current state, identifying business problems and limitations, system future state requirements, deriving at multiple system approaches to satisfy business opportunity and establishing system effort estimate for business.Branch Capacity Planning Initiative: Collaborated with branch and operations to manage, gather, create requirement specifications, technical design, coordinate user acceptance testing for Branch functions automation of volume counts, crossing multiple applications within CORE processing systems. Successfully completed project on schedule.Midyear Financial Advisor Commission Changes: With business and financial controllers. gathered new commission rules, formulated into business and functional requirements for purchase and sales development team. Created project plan, met with stake holders to document status and report weekly to management. Developed use cases based on new commission business rules for UAT and QA testing.Pre settlement Matching Service Initiative: Facilitated requirement working sessions.EducationGrumman Data Systems Institute, Woodbury, NYCertificate, Computer ProgrammingQueens College of the City of New York, NYCourses in Computer ScienceMilitary ExperienceUnited States Navy, 2nd Class Petty Officer, Interior Communications / Computer SpecialistHonorable Discharge |
