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Click here or scroll down to respond to this candidateCandidate's Name
Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEBUSINESS ANALYST / FINANCIAL SERVICESHighlights include: leading change management from project commencement to testing through project delivery, software development, implementation management; understanding the technical, financial, and people side of finance; served as Business Analyst at BNYM, Citigroup, Morgan Stanley and Merrill Lynch. Able to distill dry, technical data into actionable, easy-to-digest strategies that improve organizational processes.Quick, decisive, and highly strategic in identifying, evaluating, selecting, and executing the right options to deliver widespread efficiency and critical projects. Solid background in full lifecycle project management.Broad knowledge of financial markets, vehicles, and strategies integrating methodical and analytical valuation processes during troubleshooting.Remain informed of market innovations and developments with specific expertise in financial research, strategy, and planning.PIVOTAL STRENGTHSFinancial Analysis Project Management Systems Integration SDLC Requirements Gathering Operational Risk AssessmentStaff Management Project Management P&L Reporting RWA Process Restructuring Improvements Data WarehousingChange Management Audits & Internal Controls JIRA Quality Assurance (QA) Reporting Executive PresentationsRelationship Building Regulatory Compliance Key Performance Indicators (KPIs) Client ComplianceData Warehousing Staff Training Market & Product Research Workflow ImprovementsPROFESSIONAL EXPERIENCELeading Business Analyst/ System Analyst, Business Resiliency and Intelligence (BRI), BNY Mellon, New York, NYOct. 21 CurrentCollaborate with global team designing BRI system architecture across multiple business units, products, and trade marketsConduct SAT, UAT, and Regression testing in close collaboration with SMEs and IT teamsWork on data mapping for Corporate ActionsWork cross-functionally to design Business Requirements Documentation (BRD) and Functional Specification documentation (FSD)Implementation and testing of Ivalua procurement tool.Project Manager/ Business Analyst, OFAC compliance, Bank Hapoalim, New York, NY (via Sia Partners) Nov. 19 Oct. 21Project Manager and team lead for implementation, testing and calibration of eGIFTS fuzzy logicDesigned and created Good Guy rules in eGIFTSDesigned Daily Dashboard reporting of OFAC compliance for the bank managementBusiness Analyst / Regulatory Reporting Analyst, AXIOMSL, New York, NY (via Sia Partners) Oct. 18 Oct. 19Implementation, Data Quality testing and Data Analysis of FDIC 370 Reporting for retail bankingParticipating in implementation of SCCL reportBusiness Analyst / Regulatory Reporting Analyst, Scotiabank; Houston, TX (via Sia Partners) May. 18 Aug. 18Collaborated with Regulatory Finance Department to develop procedures for federal reports including FR2915, FR2644, FFIEC019, TIC BC, BL-1, BL-2, SLT, BQ-2, Call report, and FRY-7N.Business Analyst / System Analyst, Deutsche Bank; New York, NY (via Sia Partners) Apr. 14 Apr. 18Assumed authority in designing and introducing the banks global data management platform that provides two (2) business units (US Corporate Finance and Global Finance) with centralized, improved access to US regulatory reporting data.Collaborate with other analyst and senior managers to establish KPIs for data analytics and reporting features.Ensure proper upload of federal reports including Basel 3, 14A, 14Q, 14M, and FR-Y9C CCAR through Data Warehouses into AXIOM.Produce daily P&L reports, including Front Office Back Office (FOBO) reconciliation and report tracking. Optimize migrations for Product Control Line and Valuation teams, streamlining migration periods in this key support role. Maintain solid partnerships with product controllers to identify and strategize potential product enhancements.Identify robust, scalable solutions for easy expansion of the data management platform, i.e. additional reporting features.Work cross-functionally to design governance, measurement and reporting systems and processes as well as develop Business Requirements Documentation (BRD) and Functional Specification documentation (FSD).Within months in new position, introduced new business processes and procedures that resulted in improved productivity for all registered employees.Liaised with IT to draft test plans for uploading real-time financial data based on the evaluation of security / risk management issues.Financial Planner / Advisor, HFH Planning; New York, NY Jul. 13 Nov. 13Utilized diverse and pervasive financial background to create successful, comprehensive, and segmented financial plans for individuals, business owners, and executives. Developed and managed fee-based, tax-advantaged plans for diverse array of clientele in the areas of wealth accumulation, executive benefits, retirement planning, and estate planning.Insurance Agent, New York Life; New York, NY Apr. 12 Jun. 13Managed sales / account management responsibilities for an independent agent who provides consumer / business insurance services.Developed markets and margins through cold calling, leveraging referrals, special events, social media platforms and effective marketing campaigns. Recognized for superior achievement by writing an average of 50+ policies per month.Utilized the companys CRM system to extract customer data in order to properly pre-qualify buyers for new / upgraded policies.Consistently exceeded sales quotas while managing customer accounts and relationships to achieve optimum client solutions and maximize margins.Provided top-tier customer service while maximizing product offerings and upselling opportunities.Business Analyst, Citigroup, Derivative Department; New York, NY Mar. 11 - Apr. 12Drove all test strategy preparation, BAT / UAT planning, test-scenario preparation, execution, and defect management. Served as consultant through International Market Recruiters (IMR).Led creation, development, and execution of new products, applications, business processes, operational efficiencies regarding Dodd-Frank regulations.Closely collaborated with the business and project teams to define scope, and develop business requirements for the functional portion of the project.(continued on pg. 2)Candidate's Name pg. 2(Citigroup continued)Built requirements using interviews, document analysis, business need statements, use cases, business scenarios, task and workflow analysis and coordinate business sign off.Identified opportunities for business process improvements and made recommendations to senior management.Served as the project lead, working with IT to facilitate and introduce the UAT component of the report package.Business Analyst, Morgan Stanley; New York, NY Feb. 10 - Mar. 11Worked in Fixed Income & Equity Dept. conducting regular reviews and providing insightful, actionable metrics and analysis. Consulted through International Market Recruiters (IMR).Served as point-of-contact on reporting and data projects for middle and back-office clients across multiple global asset-classes, delivering reports that senior managers could easily access KPIs as well as recommendations for improving internal reporting processes.Guaranteed first-rate, timely delivery of reports covering Equity & FID across Cash, PB, and OTC lines.Financial Analyst, Powernet; New York, NY Aug. 09 - Jan. 10Delivered critical reporting, metrics, and key performance analytics to management of a voice, data, SIP, and managed solutions provider to commercial and residential customers nationwide.Business Analyst, Merrill Lynch; New York, NY Dec. 07 - July 09Served in Credit, Rates & Collateral Derivative Dept, collaborating with internal and external clients on projects. Procured and documented system-level business and technical requirements, structured analysis, created process and data flows, and helped with dispute resolution. Consulted through International Market Recruiters (IMR).Assembled investigated data from multiple sources on market trends, business activity, and performance of Derivative Dept.Worked closely with IT teams to judge possible existing business-requirements solutions (internal / external) in order to present updated solutions and new KPIs.Designed and executed UAT cases for application development and implementation. Led preparation of monthly SEC / FED reports.Drafted business manuals, policies, procedures for internal clients companywide. Documented all changes in workflow. Trained staff on all new policies and procedures.Condensed credit and rates derivative reconciliation processes during Merrill / Bank of America merger.Education / LicensureExecutive MS, Finance, Zicklin School of Business, Baruch College, CUNY; New York, NY; 2007Graduated with Honors, Completed Equity Market and Portfolio Management Program, Candidate for CFP CertificationMS, Engineering, National Technical University of Ukraine; Kiev, Ukraine (Graduated with Honors)BS, Engineering, National Technical University of Ukraine; Kiev, Ukraine (Graduated with Honors)Certificate, AXIOM BA certified, Medical Billing and Coding.Certificate of Completion, Certified Financial Planner, New York University; New York, NY; 2013Certificate of Completion, Life Accident and Health Insurance Sales Agent; New York State; 2012Technology: SQL, Power BI,MS Office: Excel (expert in pivot tables, charts, formulas, functions, spreadsheets, macros), MS Access (tables, queries, forms, reports), MS Word (text formatting, nested tables, graphs, reports), PowerPoint (WebEx presentations for multinational users and technology groups), Visio, Internet research, Reuters 3000 Xtra, BloombergLanguages: Fluent English, Russian, Ukrainian, Polish; Member: Financial Planning Association of New York |
