Senior Business Analyst Resume

Title
Senior Business Analyst

Primary Skills
Business Analysis, Project Management, Microsoft Office, Visio, Crystal

Location
Canada-MB-New York

Posted
Mar-26-09

BUSINESS ANALYST WITH PROJECT MANAGEMENT
OVER 15 YEARS FINANCIAL SERVICES IT AND OPERATIONS EXPERIENCE

Business Analyst with extensive experience eliciting, analyzing, documenting and managing requirements, liaising between stakeholders and developers, creating business requirements and functional specifications documents, and providing industry and applications knowledge and support to the project team. Employ SDLC methodologies and practices, problem analysis tools and techniques. Experience creating and facilitating, end-user training programs.

STRENGTHS
• Articulate public speaker, proven meeting facilitator with excellent writing skills
• Proficient in diagramming process and data flows, developing business models, use and test cases
• Working knowledge of RUP, Crystal Reports, Visio, SQL, Clearquest, Mercury Quality Center

PROFESSIONAL EXPERIENCE

JPMORGAN CHASE & Co. -- New York, NY 2007 - present
Business Analyst and Reporting Analyst, Implementation Support
Act as a Subject Matter Expert by developing a broad and deep understanding of Securities Lending's products, current processes, procedures and technology infrastructure used to support the Securities Lending product.
• Manage small to medium projects from concept development, requirements gathering, functional specifications and analysis through UAT, defect management and on-time implementation across multiple lines of business and globally.
• Develop use cases and requirements matrices for rollouts of new technology development for the Securities Lending trading system.
• Facilitate training sessions for new technology initiatives for groups of up to 60 users.
THE BANK OF NEW YORK -- New York, NY 2005-2007
Client Consultant, Information Solutions
Acted as a technology relationship manager for the Bank's top tier Public Fund and Bank clients to interpret and translate their business requirements into technology solutions.

• Conducted client interviews to develop a workflow analysis of current and future state of technology and business needs for a client with over $6 million in revenues improving the clients FX process procedures.
• Developed functional specifications, documented and verified results of user acceptance testing, managed change requests and system fixes.
• Executed on-site client system consulting and training on various custody access applications.

BARCLAYS CAPITAL -- New York, NY 2004-2005
Manager, Operations Control
Managed a team of three analysts supporting the day-to-day reconciliation process within the operations control group, including designing business specifications for reconciliations converting from a manually intensive process to a fully automated process.

• Designed business specifications for existing sub-ledger reconciliations for Futures and Fixed Income to be converted to an automated system (IntelliMatch).
• Coordinated training curriculum of IntelliMatch for 50 new employees in Operations Control.
• Provided first line support to Operations Control for issue resolution.

DEUTSCHE BANK -- Jersey City, NJ 1999-2004
Business Analyst, Customized Reporting Group
Managed and designed business specifications for both new clients and existing clients for both customized reporting and the ad-hoc accounting system.

• Designed business specifications for clients converting to a new, customized accounting and reporting platform.
• Developed prototypes for ad-hoc reports and queries based on user requirements.
• Enhanced existing customized reporting utility to meet evolving client needs and time constraints.

FIDUCIARY TRUST INTERNATIONAL -- New York, NY 1998-1999
Investor Services Officer, Client & Advisor Services
Executed daily transactions including opening and closing accounts, fund transfers, corporate action notification, trade affirmation, wire transfers and SWIFT messages for Endowment and Foundations clients with combined assets of $2 billion.

• Coordinated user acceptance testing of the new in-house trade affirmation system.
• Managed hundreds of corporate action notifications to clients per month and monitored all responses.
• Initiated purchases and sales of foreign currency to settle global transactions.

THE CITIBANK PRIVATE BANK-- New York, NY 1997-1998
Senior Account Officer, Preferred Custody Services
Serviced and monitored an account base of $1.5 billion in assets for more than 250 domestic and global custodial accounts consisting of individual, trust, estate and corporate accounts.

• Supervised day-to-day functions of a group of two account administrators.
• Promoted from Account Officer to Senior Account Officer after six months of employment.
• Implemented key process changes that resulted in retaining at-risk client relationships.

BANKERS TRUST COMPANY -- Jersey City, NJ 1993-1997
Assistant Treasurer, Retirement Services Group
Executed daily transactions including contributions, distributions, fund transfers, loan processing, and purchases and sales of company stock and mutual funds for Defined Contribution and Defined Benefit pension clients.

• Nominated for and received company cash incentive bonus for excellence in customer service three times in 18 months.
• Identified and reconciled equitable share accounting for an at-risk client, saving the relationship.
• Coordinated staff coverage, technology availability, and maintained inventory of reporting materials for the 1996 year-end.

SANWA BANK TRUST COMPANY OF NEW YORK -- New York, NY 1991-1993
Custody Administrator, Custody Operations
Processed daily transactions including cash and securities settlements for both domestic and global custody clients.
• Supervised daily transactions and created reports for Securities Lending Unit.
• Executed settlements via DTC and Euroclear.
• Automated process for the production of Certificates of Deposit and Commercial Paper for the Issuing and Paying Agency unit.

EDUCATION
EAST STROUDSBURG UNIVERSITY, East Stroudsburg, PA
Bachelor of Arts in Economics

CERTIFICATIONS
Six Sigma Qualtec Yellow Belt Certification for Project Management

Certifications
See above


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