• Jan 2023 - Present

Manage 2 change delivery professionals working in BA/QA/Developer capacity supporting Payments transformation initiative. This program delivers a target operating model that improves lead times and controls across asset classes, regions and Capital Market functionsSupport Capital Markets T+1 program in a BA capacity, compressing settlement cycles for Fixed Income and Equities asset classes.

• Apr 2021 - Present

Lead workstream BA on 2 major >$10MM programs, T+1 and Global Payments, which implements trade lifecycle efficiencies front-to-back and delivers a controlled target operating payment model for multiple regions and asset classes.

Business Analyst

• Aug 2015 - Apr 2021

Software Development Life Cycle Experience o Lead requirements eliciting via interviewing, gap analysis, prototyping, decision tables, process flow analysis and reverse engineering o Authored high-level and detailed requirements and business logic specifications o Solutioned requirements and gaps by troubleshooting design issues with Technology teams and End Users o Designed and executed test cases and authored UAT plan o Managed matrix teams of 30+ users to execute UAT and regression testing according to test plan and schedule Capital Markets & Wealth Product Life Cycle and System Knowledge o Product Exposure: Fixed Income (Outrights, Securities Financing, Triparty), Equities, Mutual Funds, Hedge Funds, Structured Notes o Trading (FIS Wealthware) o Clearance/Settlement (ETCMS/London Clearing House, Broadridge Clearance Pro for CDS, Clearstream Xact, FundSERV) o Reconciliation (IMatch, Broadridge Intercompany Match) o Accounting/Bookkeeping (Broadridge BPS, Broadridge Impact) o Risk Control (Broadridge 4Is, Global Exceptions Management System) Change and Stakeholder Management o Authored user guides and standard operating procedures o Lead training tutorials and presentations o Pitched business cases and presentations to senior management and executives o Liaised between globally-located, cross-functional stakeholders: Technology, End Users, Executive Sponsors, Sales and Front office and Risk and Compliance Technical Skills o Elicited requirements for, designed, developed and tested SQL/VBA based applications o Leveraged HP Application Life Cycle Management, JIRA and Gantt charts to manage and track project deliverables o Troubleshot and fixed complex production system outages and operational breaks o Modelled current state process/system/data flows with MS Visio to identify gaps/requirements and provide solutions/future state Show less