Experience

InvestCloud Financial Supermarket™ (formerly Tegra118)

• United States
• Financial Services
• 1 - 100 Employee

• Senior Business Analyst - Team Lead - Interface Enhancements

  • Feb 2012 - Present

  • Key contributor to large scale, cross functional team projects as SME for custodial relationships • Responsible for net new custodial interface builds • Hold mentoring sessions for new hires and assist team members with project backlog • Asses Client Feature Requests and write scope documents for enhancement requests • Write Functional Specification documents for code enhancements and work directly with development team for implementation • Perform QA testing and responsible for deployment of enhancements into production environment • Utilize ETL/Pentaho for coding to normalize data files, split files and create reports • Utilize VersionOne and Jira as project management tool for project tracking Show less



Fiserv

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Business Analyst - Interface Enhancements

  • Oct 2008 - Feb 2012

  • Asses Client Feature Requests and write scope documents for client approval• Write Functional Specification documents for code enhancements• Testing and implementation of enhancements into production environment• Utilize Daptiv as project management tool for small projects• Standardize documents and procedures for Interface Enhancement Team• Sigma Challenge Key Award Winner – Fiserv 2011

• Support Analyst - Client Interfaces Daily Group

  • Aug 2004 - Oct 2008

  • Support client requests via ticketing system and telephone in regards to interface processes and problems to resolution• Assess and assign CRMS ticket que to appropriate group or analyst.• Hold sessions to assist coworkers on outstanding issues• Document functions, updates and code enhancements for storage in the document repository• Review data files from vendors and nightly processing



Fiserv

• Financial Services
• 100 - 200 Employee

• Corporate Actions and Pricing Specialist

  • Jun 2000 - Aug 2004

  *Manage pricing, corporate action and benchmark inquiries for 300+ clients *Train new employees to use APL, answer inquiries and process daily functions *Analyze and verify daily Capital Changes and Security Master tasks *Validate integrity of corporate actions using Xcitek and company websites for nightly processing *Assess client issues and escalate to project team *Analyze daily flow of processes and evaluate the need for change *Track statistics of various metrics, analyze and prepare reports *Create checklists for daily processes in order minimize errors Show less