Business Analyst Resume

Title
Business Analyst

Primary Skills
Supply chain and banking tactical and strategic application analysis, integration, and conversion support.

Location
US-MO-Charlotte (will consider relocating)

Posted
Sep-13-09


PROFESSIONAL SUMMARY
• 13 years of brokerage related experience coupled with a strong technical work ethic, which includes working with both software and hardware.
• Strong experience working in multitasking, dynamic environments that have allowed me to develop an extensive research and hypothesis formulation.
• Worked independently on small and large-scale projects, managing individual relationships with high net worth clients across all products and services focusing on client remediation and support. This includes providing services in the form of tactical and strategic application analysis, integration, and conversion support.
• Larger projects, both supply chain and banking have allowed me establishing a real time, automated & IT supported mechanism to apply client commissions to cleared trades that are automatically fed into back-office reconciliation application.
• Responsible for analyzing investment banking industry, specifically in equities, fixed income, and credit derivatives, involving front-office trading, middle-office support, and operations, as well as portfolio management.
• Direct contact for domestic and international wiring all (AP) and (AR) payments of $70,000,000 million dollars buys and sell of institutional and retail securities.
• Provided technical networking, hardware, software configuration and setup, client management, transaction handling, (UAT) testing, system support, transaction negotiations and closing financial projection. Executed high level of energy; developing relationship among diverse subject matter expert focusing strongly on area dynamic, volume and rapid change assimilation of knowledge.
• Experience with system integration conversions, design specifications, and process changes at various firms.
Below are some of the roles/duties I has performed:
• Acts as liaison between front --office and middle-office trader, supporting back-office operation
• Assisting Senior Associate and Executive in all aspects of M&A transactions and playing an integral part in all phases of design details.
• Provided technical networking, hardware/software configuration and setup, client management, transaction handling, (UAT) testing, system support, transaction negotiations and closing financial projection.
• Developed and implemented project policies, procedures, functioned as activity project facilitator and served as the main contact for the Product Integrity Group. Implemented and deployed all internal office applications.
• Responsible for multiple facets of web and internal applications that supported the production of trade correction and support.
• Responsible for gathering, understanding, recording, and communicating client business needs and the business context within which a solution will meet business client needs.
• Extensive proven project management, problem solving and planning skills with a demonstrated record of success managing multiple projects with external and internal clients research simultaneously.

PROFESSIONAL EXPERIENCE

08/2008 -- 03/2009
Enterprise Iron / Wachovia Securities / AG Edwards -- Richmond, VA
Business Analyst Mutual Fund Operation Consultant
? Reconciliation mutual fund asset breaks between Trust Operations and Mutual Fund dealer reconcilement.
? Domestic/Offshore wiring over $70,000,000 million dollars buys and sells of institutional and retail securities.
? Reconciled 50 -- 100+ trades share breaks, breakpoint trades, while reducing or eliminating client exposure
? Performed services related to the centralized, automated handling of assets and to the confirm deposit of physical securities through DTCC and NSCC.
? Processed partial and full securities ACAT/DTC routing securities; negotiate incoming securities; and researched securities which are late in transit from Mutual Fund Company.
? Assist in system conversions, institutional mergers, and special projects as needed or supported by Wachovia Securities / AG Edwards project manager.
? Analyzed investment banking industry, specifically in equities, fixed income, mortgages, real estate, and credit derivatives, involving front-office trading, middle-office support, and operations, as well as portfolio management.
? Experience working with brokerage trade architectures products, applications, Wachovia Securities/A.G. Edwards conversion analyst support business processes.
? Acts as liaison between front --office and middle-office trader, supporting back-office operation.
? Daily research resources systems used; Terminal Beta, SmartStation, DTS Vision, Advisor Central.
? Responsible for multiple facets of web and internal applications that supported the production of trade correction and support.
? Partner with internal business partners and analysts to exercise a team approach to the execution of project deliverables and tasks.
? Contact fund companies, broker dealers or bank clients to validate information, and initiated follow-up to resolve issues as necessary to reconcile fund breaks.
? Manage inventory positions, market fixed income investments and strategies to financial advisors as well as offer superior service to our branch offices when fixed income related inquiries arise.

08/2007 -- 05/2008
GSS Global Systems Solutions / TIAA CREF -- Denver, CO
Business Analyst Intuitional Remediation Consultant
? Provide services in form of tactical and strategic application analysis, integration, and conversion support;
? Identified, evaluated and executed quantitative research recommendations on behalf of CSAP Remediation partnering with internal TIAA CREF department; focusing on the client portfolio relationship.
? Conducted root cause analysis in support of the application process improvements.
? Evaluates business and functional requirements that require customizations or enhancements to existing products and systems.
? Supports product management initiatives, including identifying and analyzing preliminary business needs, budget considerations, and time and resource estimates
? Utilized Omni Pay application to search payment, tracking status of plan participant payout, also performed the tracking of transaction.
? Applied a broad knowledge of various business processes and functions and technical expertise to accurately anticipate organization impacts.
? Manage assigned individual relationships with high net worth clients across all products and services focusing on client remediation and client support.
? Utilize SunGard Omni Plus, Power Image, and back office legacy brands to remediate and reconcile all institutional retirement and deferred compensation plans.
? Develop and execute testing related activities, including limited to risk analysis, test plan, test results analysis;
? Serve as a liaison between the front and back office business community, and the IT Application Development (AD) organization in order to gather and analyze business requirements; translate business requirements into functional specifications and/or functional specifications into technical specifications, as well as perform the development and implementation of these specifications.
? Extensive proven project management, problem solving and planning skills with a demonstrated record of success managing multiple projects with external and internal clients research simultaneously.

2006 -- 2007
M&M Mergers & Acquisitions/Independent -- Charlotte, NC
Business Analyst Technical Support Consultant
? Provided client support, develop strategies; align with mergers and acquisitions mythology;
? Assisted company associate and executive in all aspects M&A life cycle.
? Initiate direct leads generating consultation consulting, seeking front-to-back-end, and business-to-business work. Included but not limited to professional services (technical support, high-tech consulting) as well as software and hardware; all verticals market.
? Assisting Senior Associate and Executive in all aspects of M&A transactions and playing an integral part in all phases of the deals.

2004 -- 2006
Wachovia (CIB) Exchange Traded Derivative -- Charlotte, NC
Business Analyst Team Lead
? Provides direction and support to application developers when application changes require knowledge of or changes to system.
? Responsible for gathering, understanding, recording, and communicating client business needs and the business context within which a solution will meet business client needs.
? Performed analysis on user interface for GUI and .Net design and implementation.
? Daily open communication with all internal application business users, vendors and developers.
? Developed and implemented project policies, procedures, functions as activity project facilitator and served as the main contact for the Product Integrity Group. Implemented and deployed all internal office applications.
? Provided technical networking, hardware/software configuration and setup, client management, transaction handling, (UAT) testing, system support, transaction negotiations and closing financial projection.
? Managed technical documentation including issues lists, flow charts, risk assessments, and use cases as required for new technologies and/or regulatory compliance, e.g., in support of SDLC, SOX, change control, and problem management processes.
? Created business requirements and performed User Acceptant Tests before application deployment.
? Configured, tested all new IP network, printing and desktop operations.
? Built and maintained successful tools for internal clients; set up weekly client meetings; created solutions, suggest enhancement that met clients' financial and operational objectives.
? Served as Senior Support Analyst for all system support of Corporate Investment.
? Assisted in the testing of applications and system operation, researched technical concerns.
? Provided employee development cycles, training products enhancement requirement.

2000 -- 2004
INTUIT Inc. -- Tucson, AZ
Software Support Engineer Consultant
? Engineered construction accounting software, which supported over 30,000 global users.
? Researched new technical tools to increase efficiency of the team and quality of the system.
? Assist in the implementation of software and hardware, operating systems upgrades and modifications to acquire the best functionality of management software.
? Participated in the implementation and development of test procedures to determine appropriate resources to implement new technologies.
? Gathered requirement for new functionality from internal/external client.
? Defining project objective scope by successfully creating (BDR's) Business Document Requirements, and (SOW's) Statement of Work.
? Evaluates business and functional requirements that require customizations or enhancements to existing products and systems.
? Contributed team effectiveness such as coached/mentoring employee 25 employees quality/service, process improvement tools learn ability, maintainability and extensibility to better ones' technical software support.
? Executed high level of energy; developing relationship among diverse subject matter expert focusing strongly on area dynamic, volume and rapid change assimilation of knowledge.
? Provided consulting and training specialization including not limiting to software process assessments, software systems engineering, software configuration management, facilitation of (JAD) Joint Application Development, network design and analysis, software quality assurance, software test, and software standards and procedures development.
? Generated and presented new client/accounts within a geographic territory; valued over $15,000 - $25,000 per unit sold through heavy travel meeting and presenting of construction account software and add-on products within assigned territories.
? Performed client due diligences after sell, coordinated classroom training, maintained relationship both in person and over the phone, responsible for customer service.

1998 -- 2000
Wachovia Bank NA. -- Charlotte, NC
Retirement Advocate Plan Specialist
? Initiated brokerage trades and approved retirement loans and distributions.
? Provided external participants with account detailed inquiry.
? Maintained internal retirement plans in efforts to support plan documents and field consultant.
? Utilized Omni Pay application to search payment, tracking status of plan participant payout.
? Pioneered inbound call response group for field consultant retirement research.
? Maintained database over 1,000 company retirement plan profiles documents with research metric using call center increasing productivity by 65%.
? Tested company conversion for technical employee benefit accuracy.
? Responsible for day-to-day contact with the plan sponsor regarding compliance and plan design issues, as well as year-end compliance testing, document questions and plan design recommendations for daily and traditional retirement plans.
? Provided plan participant with persevering retirement account rules and objectives.
? Served as contact to both plan participant and field consultant in all aspect of the retention of high balance clients. Planned review meetings with company board members, plan administrators, shareholder.
? Recommended plan design enhancements, and real-time updated of plan profiles per singers of plan document.





EDUCATION
• Bachelor of Science Business Administration - University Of Phoenix-Southern Arizona Campus, May 2004 - Present

PROFESSIONAL TRAINING
• Advanced Technology Sales Techniques, Telemarketing Telephone Sales Closing Techniques, Financial E-business

AWARDS & RECOGNITIONS
• Outstanding Performer Award 2004; Distinguished Performer Leadership Award, 2006

COMPUTER SKILLS SUMMARY
IBM Mainframe, NT, Windows 2000, Windows 95 -- XP, Mac, OS/ X Leopard, Mac Office 2008, Microsoft Word, Excel, Visio 2003, Project 2003, RequisitePro, Desktop Publishing, FrontPage, Outlook, PowerPoint, Access, Photoshop, TrustMark, Omni Workstation, Surpass, Intellimatch, Terminal Beta, Wisdom, Imagine, Power Image, Genesis Software, Seibel, SunGard GMI, Beta, AS/400

Certifications
Advanced Technology Sales Techniques, Telemarketing Telephone Sales Closing Techniques, Financial E-business


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