Analytical Thinker with 7+ Years Experience in the Financial Services
Resume:
Daniel J Primavera ac0sv9@r.postjobfree.com
Analytical Thinker with 7+ Years Experience in the Financial Services Industry
Database Applications & Processes: Microsoft SQL Server, TOAD, Oracle, Netezza, ETL, Microsoft Access, and Relational Database Principles.
Other Applications & Formats: JIRA, Confluence, Log Entries, SunGard Phase 3, BPS, RISC, Compliance11, XML, SOAP, Team Foundation Server (TFS), FileZilla, Obsidian Job Scheduler, HTML, Salesforce, MicroStrategy, Visual Paradigm for UML, Microsoft Office, Advanced Excel, Word, Outlook, PowerPoint, and familiar with multiple types of data file forma.
CAREER HIGHLIGHTS
June 2016 – May 2017 Business Analyst, ICL Systems
Served as a Rail subject matter expert on all invoicing items.
Managed an offshore team during QA testing to insure deadlines were met.
Coordinated user acceptance testing with customer as well as customer’s logistics partners.
Created and monitored internal and external system alerts to insure daily operation of the system.
Provided operational and testing support to the customer as well as the customer’s logistics partners.
Developed and verified test cases using design documents.
Translated customer requirements to business rules within functional documents.
Worked with developers to design solutions to existing bugs and new requirements.
Performed application and data analysis on newly designed processes for accuracy.
Dec. 2014 – Dec. 2015 Business Systems Analyst - Reporting, Epsilon
Designed customer-facing reports for external management including data structures and user interface elements.
Worked directly with clients to gather and manage business requirements and rules in an agile environment for the loyalty rewards platform.
Worked directly with leadership to create project timelines and associated intermediary task lists.
Managed the reporting project queue and assisted the relationship manager with resource needs.
Recommend design solutions to the client based on their business needs.
Authored functional specifications and documentation based on itemized requirements and rules.
Supported offshore testing teams during system integration testing phase of SDLC.
Contributed to the design of technical solutions based on the client’s business requirements.
Facilitated quality assurance by developing, documenting, reviewing, and executing test plans, test scripts, and test cases.
Created a reporting specific functional specification document template to eliminate missed technical details.
Ran ad-hoc reports and standard reports for internal and external clients.
Provided operational support by identifying, researching, and resolving any data and/or functional disparities through Microsoft Team Foundation Server.
Served as subject matter expert for the reporting work stream for internal and external inquiries.
Supported operations team and assisted in troubleshooting issues.
Responsible for client marketing email campaign creation, testing, and deployments that delivered approx. 600k – 900k emails per week.
Managed team’s reporting SharePoint page and information.
Assisted in the creation and review the team’s new hire handbook.
July 2013 – Dec. 2014 Compliance Analyst – Regulatory Reporting, Apex Clearing Corporation
Planned, designed, and implemented a new bluesheet process that resulted in a significant cost savings.
July 2013 – Dec. 2014 Apex Clearing Corporation (continued)
Created, prepared, and presented monthly KPI dashboard of regulatory trends with regards to client
and firm activity to senior leadership by means of Excel, SQL querying, macros, and data acquisition.
Developed a remediation test procedure and user interface for firm’s previous regulatory findings to mitigate firm’s risk of future fines.
Designed and implemented multiple process improvement procedures to save the department time and mitigate firm risk.
Worked closely with BSA/AML/OFAC/Fraud leaders to retrieve vital data and information for analysis.
Developed SQL scripts for data mining and data extraction across business databases.
Worked closely with senior compliance officers to retrieve data during regulatory audits.
Completed and monitored daily and monthly SEC and FINRA requirements.
Responded and completed regulatory requests from firms such as FINRA, SEC, CBOE, and the FBI.
Maintained and designed department’s Confluence web page for company wide research and support.
Jan. 2013 – Jul. 2013 Client Project Manager, Credit Protection Association
Managed multiple projects towards strategic business and other organizational objectives.
Maintained continuous alignment of program scope with strategic business objectives.
Recommended program modifications to enhance effectiveness toward the business result or strategic intent.
Managed client engagement services and solution implementations.
Tracked software customization, defects, and issues via the use of SDLC.
Apr. 2007 – Dec. 2011 Senior Implementation Specialist, Penson Financial Services
Designed a customer facing account opening interface for external customers to implements on their website for simple and fast account openings that included know-your-customer elements and e-signature.
Imported, scrubbed, and converted nearly 1.7 million customer accounts that resulted in a 99.999942% success rate.
Created, maintained, and published Salesforce dashboard analytics for upper management.
Managed and supported a Salesforce resolution queue of nearly 1,000 cases per day.
Successfully created and implemented an address cleanup process that resulted in a significant cost savings during a mainframe conversion.
Analyzed data discrepancies and implemented one-off solutions.
Coordinated with developers to fabricate, design, implement, test, and maintain multiple automated solutions in a SCRUM/agile environment.
Created internal and external user and training documentation for automated solutions.
Trained 5 team members in SQL, XML, and macro language.
Designed testing forms for online new-account opening system for both internal and external use.
Trained and provided product support on multiple automated proprietary solutions to clients.
Maintained a close relationship with clients during testing and on-boarding process of new online accounts system and web-service integration.
Presented and demonstrated automated solution to clients and internal management.
Developed mainframe macros and SQL scripts for team’s daily tasks.
Assisted director and vice president on special projects.
Received customer service award for “Going Above and Beyond – Extensive
Technical Knowledge.”
EDUCATION
2012-2014 Bachelors of Science in Management Information Systems, University of Texas at Dallas
VOLUNTEER WORK
2010 – 2013 Player Transportation Services, HP Byron Nelson Golf Championship
2013 – 2015 Dallas Life
Contact this candidate