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Project Manager Quality Assurance

Location:
Boston, MA, 02110
Salary:
100K+
Posted:
March 15, 2011

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Resume:

Brian C. Drury

* ********** ****

Hanson, MA ****1

781-***-****

zn5xh6@r.postjobfree.com

______________________________________________________________

Summary:

Extensive experience within the financial services industry with concentration in Investment Technology. Passionate about understanding and designing business workflows in order to streamline, resolve and improve the needs of the business. Hands on experience in report writing development and project management applications such as MS Visio and MS Project.

Professional Experience:

Business Systems Analyst Acadian Asset Management, Boston, MA

4/2007 - present

• Participate in the planning, testing, and deployment of releases and upgrades of Operations and Performance applications.

• Gather user and system requirements, develop specifications for Operations and Client Reporting (such as the integration of the HiNet Accounting system with other applications)

• Worked extensively with the Corporation Actions team to analyze workflows, processes and procedures.

• Created all training documentation for each Corporate Actions team. The documentation described CA processing within Hinet.

• Successfully implemented the Hinet Accounting system for the Operations department in June 2009.

• Conduct business and systems requirements analysis, data mapping, and data conversion analysis

• Assist with the testing and implementation of the investment portfolio accounting and performance measurement systems including creating test plans and testing with QA teams

• Coordinate User Acceptance Testing (UAT).

• Primary contact for (Operations, Client Reporting) for all production related issues and actively manage client issue within the Footprint Issue tracking system.

Technology Project Manager Officer The Boston Company- BNY Mellon, Boston, MA

9/2004 – 4/2007

• Managed all Eagle Pace project initiatives based on Sales/Marketing requests.

• Managed upgrade process of Eagle Pace application and upgrades of SQL Server database.

• Managed budgeting on all required vendor consulting initiatives.

• Developed new Advanced Reports for internal business users.

• Managed the reporting project for the rollout of both Eagle Star Implementation and EagleWeb Portal, completed

March 2007.

• Accomplishments: Feb 2006 - successfully upgraded Eagle Pace application from version 5.1 to 6.2.3.

Report Developer/Consultant Eagle Investment Systems- BNY Mellon, Newton, MA

1/2002 – 8/2004

• Provided expertise on all Eagle Pace and Eagle Star reporting. This includes Reporting Rules, Profiles, ePace and Advanced Reporting.

• Responsible for advising clients in all phases of Eagle Pace report development process.

• Managed weekly conference call with clients to review expectations, issues and report development changes.

• Created Advanced Reports using the following components: Visual Basic 6.0, Data Dynamics Active Reports 2.0 and Microsoft Access.

• Accomplishments: Developed over 30 Advanced Reports that are now in production. Clients include: The Boston Company, TIAA-CREF Corporate Systems and Northern Trust.

Implementation Project Manager Eagle Investment Systems- Mellon Financial, Newton, MA

2/2001 – 1/2002

• Reviewed current client process and made implementation recommendations.

• Developed functional specifications based on recommendations and delivered them to programming staff for coding purposes.

• Managed weekly conference calls to address all issues and reclassify priorities.

• Verified proper data mapping and storage was complete and accurate. Performed onsite upgrades to clients who are moving to a new version of Eagle Pace.

• Accomplishments: Helped State Street Research upgrade to Eagle Pace 3rd Edition. I spent several weeks’ on-site testing workflows before deeming that Eagle Pace was ‘production’ ready.

Sr. Quality Assurance Analyst LineData, Boston, MA

4/1998 - 1/2001

• Promoted to Senior Quality Assurance Analyst based on performance and leading successful project.

• Worked directly with the development team on the release of new Trade Order Management application called ‘LongView’. This includes educating development team on trade work flow and expected functionality so that application remained user friendly for trades, and portfolio managers who will be using the application.

• Maintained database to track all bugs and protection faults, prioritize and make recommendations to development for resolution.

• Accomplishments: Successfully managed the Y2K conversion project. Documented thorough testing plan and communicated results to the CEO of the LongView Group.

Business Analyst – Product Development Group Sungard, Waltham, MA

2/1998 - 5/1998

• Worked closely with system programmers to review current software issues and implement changes to the Phase 3 system for the benefit of the client.

• Accomplishments: Participated in creating new bug database system to help track defects found with the Phase 3 system.

Analyst – Business Analyst Group BFDS, Boston, MA

8/1997 - 2/1998

• Managed, organized and analyzed special projects such as client conversions and deconversions for incoming and outgoing business.

• Prepared reports to client and management for all projects.

• Accomplishments: Successfully managed deconversion of assets from BFDS to new back office agency.

Implementation Analyst Fidelity Investments, Boston, MA

8/1996 - 8/1997

• Identified specifications for client deconversions and completed all related tasks in accordance with project plans and procedures.

• Worked closely with the systems department to ensure proper transmissions/tapes are created for the new clearing firm.

• Accomplishments: Successfully managed deconversion of assets from Fidelity Investments to new holding agency.

Brokerage Problem Resolution Analyst Fidelity Investments, Boston, MA

5/1993 - 8/1996

• Researched, analyzed and negotiated resolutions of account problems for Fidelity’s brokerage clients by demonstrating superior analytical ability, communication and organizational skills.

• Diagnosed problems through extensive analysis and documented trends for senior management.

• Trained new employees

• Accomplishments: Received letter from CEO Edward Johnson for hard work and prompt resolution to a critical client problem.

• License Held: Series 63

Education

Boston University Boston, MA

Master of Science in Project Management September 2010

Clark University Braintree, MA

Certificate in Client/Server Development September 1997

Eastern Nazarene College Quincy, MA

Bachelor of Science in Business Administration June 1996

Technology

SQL Server Database query tools, Sharepoint, MS Office, Visio, Statpro, DSTi, MS Project, VB, Eagle Pace/Star, BlackRock



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