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Click here or scroll down to respond to this candidateCandidate's Name
Wheatley Heights New, York Phone: PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLEWith more than two decades of experience in domestic and global finance markets, I am poised to reenter the workforce and contribute my expertise to a senior business analyst role. My extensive background encompasses a diverse range of financial activities, including market analysis, risk assessment, and strategic planning. I am committed to leveraging my skills to drive data-driven solutions and facilitate informed decision-making within a dynamic organization. I look forward to connecting with industry professionals and exploring opportunities that align with my passion for finance and analytics.CAREER HISTORYBank of Montreal New York, NYSenior Business Analyst 3/07 Present Spearheaded the development and implementation of departmental procedures for newly established businesses. Led the successful transition of operational tasks from London to New York, ensuring a seamless conversion process. Collaborated closely with the IT team to draft comprehensive specifications for the construction of Profit and Loss (P&L) Systems. Played a key role in outlining specifications for IT to construct a robust Credit Management System. Conducted rigorous testing of data import and export processes for both P&L and Credit Management Systems, ensuring data accuracy and system reliability. Utilized PIM Data Manager to create and design customized reports for the P&L and Credit Management System. Coordinated closely with IT to develop and design the London Trade Capture System. Contributed to the development and design of the London Documentation System in collaboration with IT. Assumed responsibility for testing and enhancing all operational systems to maintain data integrity and system efficiency. Oversaw budget management and vendor cost analysis to optimize departmental resources effectively. Managed a team of three junior professionals, providing guidance and fostering their professional growth. CSFB New York, NYBank Loan Equity Business Analysis (Consultant) 5/06 12/06 Collaborated with the Manager in the development and upkeep of departmental procedure documentation. Conducted comprehensive training sessions for displaced staff members, facilitating their proficient product utilization. Demonstrated sharp analytical skills by researching and resolving all analytical discrepancies. Assumed responsibility for reviewing commissions and payments related to Traders and Dealers. Designed and maintained intricate spreadsheets for the in-depth analysis of transaction funding and payments. Conducted thorough analysis of transaction discrepancies utilizing tools such as Loan IQ, Excel, Compass, and Prime Swap. Efficiently drafted and dispatched all approved documentation to counterparties. Meticulously reconciled all funds disbursed to vendors and dealers, ensuring financial accuracy. Successfully managed and provided guidance to a team of four individuals during a transitional period. Depository Trust Company New York, NYBusiness Analysts (Consultant) 10/05 5/06 Collaborated closely with top-tier investment firms to facilitate transactions involving CDS, CDX, Equity, and IRD products, leveraging the DTCC platform for seamless execution. Assisted the Manager in the development and upkeep of departmental procedure documentation, ensuring adherence to best practices and compliance. Prepared and delivered daily reports to support Operations and Product Management teams, providing valuable insights for informed decision-making. Demonstrated exceptional research skills in efficiently addressing and resolving customer inquiries, enhancing overall customer satisfaction. Played a pivotal role in supporting the ADM (Assistant Development Manager) during system releases, ensuring smooth transitions and updates. Successfully executed file maintenance updates for the Trade Match and Payment Reconciliation systems, contributing to data accuracy and operational efficiency. Meticulously monitored daily payment submissions throughout payment cycles, guaranteeing timely and error- free processing. Collaborated with the ADM in testing and implementing system enhancements, validating the reliability and functionality of critical processes. Provided consistent daily customer and operational support for DTCC Deriv/SERV Services, ensuring client needs were met promptly and effectively. Established and nurtured strong relationships with participants through regular communication, fostering a positive and collaborative environment. Actively engaged with various internal support groups, such as the PIP group and ADM, to troubleshoot and resolve communication challenges for Deriv/SERV clients utilizing MQ communications. Tracked and managed system issues for efficient resolution.Nomura World Bank New York, NYStructured Derivatives Consultant 1/99-10/05 Collaborated closely with Treasury and Legal departments to facilitate manual deals in the structured derivatives domain. Skillfully negotiated language and terms within ISDA (International Swaps and Derivatives Association) documents, ensuring compliance and clarity. Held the responsibility of drafting and meticulously reviewing documentation for structured equity-linked transactions, including a thorough review of Pricing Supplements. Proactively tracked and pursued missing confirmations, maintaining a comprehensive log for follow-up and senior management reporting. Acted as a vital intermediary between the Front Office, Credit, and Legal departments, streamlining communication and ensuring smooth processes. Expertly reconciled all audit-related issues, maintaining accuracy and compliance in documentation and transactions. Conducted daily reconciliation of trade tickets and the blotter to identify disparities and initiate resolution reporting. Proficiently drafted confirmations using Summit software. Assumed the role of a Confirmation Chaser for structured derivatives, diligently following up on all outstanding confirmations with counterparties. Regularly reconciled all outstanding confirmations on a monthly basis, ensuring data integrity and compliance. Calculated the futures volatility report, input closing prices to determine market value risk, and forecasted margin positions for Futures and Options. Effectively liaised with Treasury and Legal departments for the posting of bonds and T-notes as collateral. Conducted meticulous reconciliation of cash and stock positions, contributing to operational efficiency. EDUCATION & SKILLSBaruch College New York, New YorkDegree: Bachelor of Arts in FinanceNassau Community CollegeDegree: Associate of Applied Science in Accounting Programs: Microsoft Excel, MS Works, SWIFT, PowerPoint, Oasis, Alert, Summit, Bloomberg and Reuters |
