Project Data
Resume:
RYAN N. PAGILA
**** ******** *** 510-***-****
Alameda, CA 94502 ****.******@*********.***
PROFESSIONAL SUMMARY
Experienced business analyst, report developer and application developer in financial firms
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Business analysis experience includes project management, designing process models, data
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analysis, requirements gathering and documentation.
Technical expertise includes developing user automation and analytical tools, systems development,
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report writing and distribution.
TECHNICAL EXPERIENCE
Platforms Windows (7, Vista, XP, NT, 2000), IBM MVS, TSO, Legacy
Languages SAS, SQL, Access VBA, Excel VBA, Focus, JCL, Syncsort
Financial Hyperion Essbase, MDSL, Ibbotson, FactSet, DataStream, Bloomberg API,
Portia, CMS
Applications
Other Applications Microsoft Office (Excel, Word, Access, PowerPoint, Visio), MatLab, SQL
Enterprise Manager, SQL Developer, Crystal 7.0, Business Objects, Legacy
PROFESSIONAL EXPERIENCE
BANK OF AMERICA, CONCORD, CA 2010 – PRESENT
Business Analyst, Vice President
Redesign and implement Invoice Billing Process Models and workflow for Market Data Administration.
Develop Excel and Access VBA applications to automate workflow. Create project plan to implement new
process model. Identify impact to business process caused by company wide initiatives. Conduct data
analysis for business partners.
• Domestic Invoice Payment Process: Design new process model to pay Domestic Market Data
Vendor invoices and to recharge the Lines of Businesses and cost centers. Built MS Access
Application to automate invoice payment reporting.
o Completes an average of $50 Million in invoices payments monthly.
Improved processing time 95%.
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Reduced manual data entry errors and missed deadlines.
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Improved user experience.
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Established new tracking and dashboard reporting.
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Eliminated staff overtime and weekend hours.
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International Invoice Payment Process: Design new process model to pay International Market
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Data Vendor invoices and to recharge the Lines of Businesses and cost centers. Built MS Access
VBA Application to automate invoice payment reporting.
Completes an average of $10 Million in invoices payments monthly.
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Improved productivity 65%.
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Reduced manual data entry errors and missed deadlines.
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Improved user experience.
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Established new tracking and dashboard reporting.
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Eliminated staff overtime and weekend hours.
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Recharge Billing Process: Design and build Excel VBA and Access VBA applications to recharge
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invoice allocations to the line of business cost centers.
o Improved processing time by 95%.
o Developed Recharge Applications for US, London and Asia Pacific offices.
Payment and Billing Reconciliation Process: Built Access VBA application to automate the
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reconciliation of the Invoice Payment and Recharge activity.
RYAN N. PAGILA PAGE TWO
BANK OF AMERICA (continued)
o Improved resolution and investigation times over 60%
Participate in migration to new MDM platform.
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Participate in SAP migration project.
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AXA ROSENBERG, Orinda, CA 2008 – 2010
Performance Analyst
Managed the monthly production and adhoc reporting from the performance measurement system.
Provided technical and business support with system issues and daily cycle. Designed and developed
performance reporting automation and analytical tools.
• Designed plan and built proof of concept to migrate Net of Fee performance system from VMS to
Windows platform.
o Improved net of fee reporting time over 95%.
Created process to automate QA benchmark returns system and custom fixed weight benchmark
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return calculations.
o Improved service level agreement from 10th business day to 3rd business day.
o Eliminated data quality escalations and issues to nearly zero tickets monthly.
MELLON CAPITAL MANAGEMENT, San Francisco, CA 2007 – 2008
Performance Measurement Analyst
Provided performance measurement reporting services and reconciliation to business partners; Client
Services, Portfolio Management and Marketing. Designed technical solutions using software applications;
VBA, Access, and Bloomberg API, to automate reconciliation and reporting tasks.
• Performance History Application: Developed Excel VBA and Access application to automate
historical performance data reporting for sales and marketing. Improved reporting time from 1 hour to
15 minutes.
PACE Data warehouse project: Participated in the PACE Performance Measurement system.
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Designed and maintained applications to conduct test validation of data; transaction, pricing,
return calculations, imported from Portia tables into the PACE data warehouse.
GIPS Composite calculations: Produced proof of concept to extract data from Oracle database.
CHARLES SCHWAB & CO., San Francisco, CA 1999 – 2007
Advice Performance Analyst, Schwab Center for Investment Research (SCIR) 2005 – 2007
Calculated and generated performance measurement reports for SCIR's advice initiatives and products.
Maintained and supported VBA, SAS and Matlab applications used to calculate and to produce
performance reports.
• Schwab Equity Ratings (SER) Performance: Monthly report to monitor the stock performance of
the rated in the model.
• Schwab Managed Account Portfolios: Managed the production of a VBA reporting application to
create Performance summary reports and charts.
Schwab Mutual Fund Research Performance: Managed the production of SAS applications that
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calculated performance for the Mutual Fund Ratings Model, One Source Select List, and Advice
Solutions, other recommendable lists and relative benchmarks and Morningstar Categories.
Technology Solutions Associate, 2004 – 2005
AMPS MIS (Asset Management Products and Services)
Provided application support for mainframe production jobs that service AMPS Enterprise. Maintained
documentation and best practice procedures. Conducted financial analysis of mutual funds, including
proprietary and Schwab Affiliated funds, including Laudus and Excelsior funds, for relationship managers,
sales and marketing.
• AMCS Data Retention Project: Develop data archival, retention and retrieval schema for Mutual
Fund trade data compliant to industry regulations using Teradata data warehouse.
RYAN N. PAGILA PAGE THREE
CHARLES SCHWAB & CO. (continued)
o Improved the reporting time from 3 weeks to less than 1 week.
Technical Consultant, Risk Monitoring 1999 – 2004
Researched and resolved Margin account trading violations, maintenance calls and restrictions.
Developed and supported MS Access applications and VBA macros generating department reports.
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• Automated Margin Call project: Gathered business requirements for 3 party vendor to implement an
automated phone messaging system to alert customers about margin calls.
EDUCATION
MS, Computer Information Systems, University of Phoenix, Bay Area Campuses
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BS, Hotel Management, San Francisco State University, College of Business, San Francisco, CA
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