Performance/Business Analyst

Work as a business analyst to various clients.

The Bank of New York Mellon Corporation ( New York, NY

Vice President, Performance and Risk 2001-2010

Analytics

Collaborated with line of business and IT to identify, recommend and

implement best practices. Partnered with applications developers to ensure

consistent solutions, efficiencies, and maintained high level of service.

Performed reporting requirement analysis and functional analysis for

various reporting and analytical software.

. Improved and maintained reporting accuracy and timeliness by

collaborating with IT to recommend, design, test and implement

solutions to complex business problems.

. Converted and integrated client database to new reporting platform.

Reviewed and implemented new analytics software as a result of Bank of

New York and Wilshire Analytics alliance.

. Used SQL queries and Excel to generate and produce customized

performance reports.

The Bank of New York Mellon Corporation ( New York, NY

Assistant Treasurer, Investment 1996-2001

Consulting Services

Conducted client presentations, client training, and UAT testing. Performed

peer group analysis and investment strategy review. Coordinated monthly and

quarterly investment performance reports. Worked directly with clients and

internal staff to resolve operational issues and deliver accurate and

timely financial analysis.

. Delivered accurate and timely investment performance results by

reconciling, analyzing, and translating data into detail summary

investment performance reports.

. Performed prototype reviews as well as alpha and beta testing to

ensure client product requirements were met using the new product.

. Worked with application developers and developed more user-friendly

proprietary investment performance software that allowed immediate

client access to month-end investment data.

Morgan Stanley (Formerly Dean Witter) ( New York, NY

Assistant Vice President

. Managed a staff of five employees providing customized investment

performance reports and marketing and sales support.

Education

Bachelor of Business Administration Major in Marketing

Temple University, Philadelphia, PA

Technical Proficiency

Microsoft Excel Lotus Notes Word PowerPoint Bloomberg Wilshire

Atlas

Volunteer Experience

Member ( Bank of New York Mellon Corporation Women's Initiative Network

(WIN)

Member ( Bank of New York Mellon Corporation ClientFirst

Contact this candidate