ELLIOT DELGADO
*** ****** ****** 551-***-****
Union City, NJ 07087 Skype ID elliot.delgado4 **********@*****.***
www.linkedin.com/in/elliot70
Professional Experience
DATA Inc - Montvale, NJ Mar 2017 – Jul 2017
Technical Project Manager/ Financial Analysis
• Working for Bank of America in Legal Loan Compliance area
• Set up datawarehouse with databases that organized all of the advertisement printouts that the bank departments.
• The database reviewed all departments’ use of products – paper, ink, and employee time allocated to complete products.
• Data warehouse Integrated and transformed large multi-dimensional data that worked closely with ERP project managers and multiple teams to deliver in-depth analytics and insights using advanced quantitative approaches (e.g., segmentation, profiling, modeling. Built, tested, implemented and documented sophisticated predictive models to solve business problems and drive critical decision-making).
• The data warehouse delivered macro results packaged in the client-ready format in a timely and efficient manner for users.
• Updated tables related to bank E-business
• Created macros that enhanced E-business initiatives
• Communicated key insights and results to clients
J.P. Morgan Chase, Jersey City, NJ Apr 2016 – Aug 2016
Technical Project Manager/ Financial Analysis
• Working for JP Morgan in the Print and Advertising area and created data warehouse for this type of data.
• That data warehouse set up with database information that organized all of the advertisement printouts that the bank departments use
• The database reviewed all pension department’s use of products – paper, ink, and employee time allocated to complete products.
• Enhanced Process Management with new ways to complete Projects
• Updated tables related to bank E-business
• Created macros that enhanced E-business initiatives
• Used new process design to improve completion time
• Used SQL to enhance CRM Experience
• Reviewed processes and developed of new pension targets and KPI metrics
• The database showed inventory on hand and order dates and usage time historically.
DELGADO FINANCIAL CONSULTING, Union City, NJ Oct 2008 – Dec 2015
Financial Business Analyst \ Technical Portfolio Project Manager
(Three Small Restaurant Business Firms and 1000 individual clients )
• As a quantitatively reliable financial business consultant with over eight years’ experience in pension and core economics as well as cost drivers of services and products has allowed me to make clear and concise business analysis while using appropriate analytical tools such as Excel and Access.
• Innovation is shown by my analysis of human resources personnel and investments and tax mitigation strategies.
• I reviewed the requirements and worked with project teams to facilitate the creation of need with encryption and data analysis.
• My experience in Regulatory Reporting for Banks as well as CCAR framework either in a Risk Trading Buying and Selling or Commodity trading capacity.
• Used Configuration Business Analysis with investment projects that needed to be reviewed when collaborating with department managers and business users.
• My experience in Business Analysis and Business Intelligence and Data warehouse and Data Mining Tools allow for analysis using all tools available that can provide answers to issues using web analytics, and data science techniques SQL
• The projects completed for small businesses used the Axiom and Waterfall methodology.
• Provided an understanding of various markets and traded products to clients with new regulations such as CCAR and FATCA with a high level of encryption.
• Investments were done considering current economic conditions to ensure against global demand shocks.
• Strong analytical and problem-solving skills used in fixed income analysis
• Research, analyze and help improve fixed income investment data and data flows
• Strong knowledge of various financial products with a focus on fixed income and/or commercial real estate
• Used my working knowledge of products, markets, and experience with Real Estate & Trade Desk Surveillance to enhance performance results for clients.
• Continually evaluated and improved enterprise security
• Interacted with both the business and technical departments on technology development projects
• Perform or coordinate user acceptance testing (UAT) using Oracle and SQL to develop new applications.
• The database used SAP and with importing and migration into Excel with advanced vlookup functions and macros.
• Worked with the pension Data Analysis and Capital Markets, Operational Management, Product, Compliance, Legal, Network, Technology to find solutions that lead to the Technology development using encryption in the Agile project methodology. Also used Excel to create charts, Pivot Tables, and Macros
• Trainer and Instructor skills that have allowed me to work effectively with Bank staff, customers, and vendors.
• Researched and reviewed security best practices and innovations for compliance with industry analysis using CCAR rules and regulations from the Federal Reserve requirements.
• Reviewed trade desk and security asset inventory reconciliations, recommended improvements and created opportunities through sharing and redeployment when performing security risk assessments to determine appropriate levels of stock ownership.
• Used Business Intelligence to provide most accurate ad-hoc financial reporting and calculations with funding to ensure that all plan documents conform to all applicable pension plan rules and regulations to enhanced E-business initiatives for greater client access of holdings.
SNELLING INC., Summit, NJ April 2015 – June 2015
Business System Analyst
• Created searchable database for RSW Investments, the database facilitated the use of trade operation data and client information using Access and Excel with a high level of encryption.
• Used Excel to create data warehouse with databases by linking Bloomberg to create master client database that used excel and access
• Created database with advanced formulas and SQL statements.
• Once completed created instruction manuals for users.
TIAA-CREF INVESTMENT MANAGEMENT, New York, NY Jan 2007 – Aug 2008
Technical Portfolio Project Manager
• Collaborated with internet developers and e-commerce initiatives to create and add enhancements to internal company portals for pension portfolios.
• Performed user acceptance tests (UAT) with legal, compliance, human resources, front and middle office departments.
• Used conflict resolution skills on stalled projects to bypass hurdles and plan accordingly for any mitigation needed and overcame any project issues for successful results.
• Used IBM Cognos v 11.0.5 as an Administrator for (AMDOC) Business Analysis Management Document Repository, which held over 50,000 Asset Management procedures for Fixed Income, Equity, Real Estate and Social Public Investment front office documents.
• Worked with the fraud and compliance department to review business analysis information that was required by the security officer and legal/regulatory staff to ensure appropriate corporate, department, and regulatory FINRA standards are met using data encryption in all information disseminated for reports trade desk reconciliations.
• Used AXIOM to create Monte Carlo analysis and other Business Analysis Management systems to work with multiple projects that used finance and business risk analysis
o The projects used model uncertainty as input for possible determinations
o Most models that were created used random numbers for iterations involved in financial analysis for projects to determine best outcomes for computation.
o Using the Monte Carlo project methodology for simulation, prediction, monitoring, financial analysis, and reporting.
• Implemented CCAR and Frank Dodd rules for the firm to use with all business analysis going forward.
• Used Business Intelligence tools to detect and enhance fraud analysis other business applications such as Yardi, Oracle, SharePoint & Clarity for ad-hoc reporting with encryption of Investment Management products associated with Real Estate using the Private Equity investment life-cycle encryption. Marketing department collaboration with a database export of client data for greater effectiveness of marketing materials.
• Used Business Intelligence tools of COGNOS and SAP FI features to create data warehouse when collaborating with Human Resources to evaluate or estimate the nature, ability, or quality of department understanding and needs with surveys under compliance guidelines.
• Investments for clients reviewed for GDS – global demand shocks.
• As a business analyst I created detailed BRD’s for new product initiatives that used UAT to test acceptance by users, After comprehensive Business Data Analysis for each of the business units at the firm Equity Research, Fixed Income, Real Estate, and Social Public Investment and Trading departments by dashboard that captured all of the (KPI’s) to measure new budget vs actual cost.
• Used SQL encryption data to automate Excel Macros to complete tax investment analysis and client presentations.
• Most of the projects that were planned and engineered followed the SDLC architecture and kept to planned budget.
• Using Dataware house techniques created master database for enhanced business continuity in Quantitative and Active Equity Research, Global Public/Private Markets and Real Estate sections of Asset Management Department.
SECURITIES TRAINING CORPORATION, New York, NY May 2004 – Dec 2006
Writer / Instructor & Tutor / DBA / Business Analyst / Technical Project Manager
• Experience in quality assurance of technology projects using (UAT) metrics.
• Verified information in study guides for accuracy and correct use of concepts on over 70 different testing manuals.
• Instructed and tutored individuals on the series 86, 87 and 7 exams with a 92% pass rate.
• Composed questions for series 86, 87, 16 and other regulatory exams.
• Marketing department collaboration with a database export of client data for greater effectiveness of marketing materials.
• Used e-commerce data to fashion a master database using the encrypted data warehouse methodologies for regulatory exam review courses with over 28,000 questions by test, topic, and difficulty in Access that
• allowed for easier edits to test materials by 80% reduction in time. My conflict resolution skills were used globally to mediate schedule conflicts among instructors.
• Used Axiom Software, Excel and Access for data manipulation and storage of new question data.
ZURICH SCUDDER INVESTMENTS, bought by Deutsche Bank New York, NY Jan 1997 – Aug 2002
Technical Portfolio Project Manager/Equity Research Analyst/Business Data Analyst
• Made investment recommendations, provided coverage, analyzed and researched large cap, and mid-cap pharmaceutical companies along with 17 businesses in Package and Container group, and six in Building Materials and Products areas, and five in North American Oil Services for pension funds.
• I also covered Latin American stocks as a research analyst for two years.
• Reviewed economic and earnings trends and how they affect analyst research on various sectors and industries. At this firm my education and experience in the Financial Services Industry allowed me to invest in Global Markets, Corporate Banking and Fixed Income.
• Increased portfolio performance by finding "investment value" via the creation of Discount Cash Flow, Free Cash Flow and Dividend Discount Model valuation models in Excel 97.
• Performed research for five different sectors Basic Materials, Consumer Goods, Financial, Healthcare, Utilities that grossed Portfolio Managers profits of $150+ million.
• Experience and knowledge of the Axiom platform in an RTB or CTB capacity
• Conducted meetings with company management and portfolio managers to discuss investment pros and cons. Meetings were 95% successful in answering portfolio managers’ pending questions were time conflicts global, and as the intermediary, I found common ground for parties to agree upon.
• Defined, developed, reviewed and generated key metrics for risk indicators, and performance indicators for trade desk reconciliations and portfolio management teams to prove performance and compliance acceptance.
• Created forecast and breakeven models that projected cash flow levels and potential valuations for companies that passed a global demand shock test.
• Managed 120 million of a sector fund that consisted of basic materials and energy positions.
• Trading desk reconciliation responsibilities that looked positions and amounts not to exceed without SEC approval as part of compliance and trade surveillance with SEC and Peoplesoft process enhancement
• Used SAS assist in the creation of the SHED dashboard, and Peoplesoft allowed all departments to work more efficiently and provided greater KPIs. Improved research procedures that reduced research and trade time by 60%.
I/B/E/S INTERNATIONAL INC., ACQUIRED BY THOMSON FINANCIAL, New York, NY
April 1993 – Jan 1997
Business Data Analyst
• Involved in the research and analysis of historical and proforma financial statements submitted by investment banks and their analysts. I was responsible for the Public Utilities, Capital Goods, and Consumer Durable sectors consisting of over 835 firms.
• Contributed to monthly publication providing a summary of data gathered on each sector.
• As a data analyst, I worked with stakeholders to identify/create requirements around operations with the tools available and learned ways to compile data for reports that were produced daily and distributed to buy-side investment firms.
• Provided training of established procedures for department’s new employees.
• Member of (PAT) process analysis team that streamlined research processes that reduced completion time by 50%.
• Gathered and understood performance data on earnings numbers that were used for report product sold to brokers and buy-side users that reviewed surprise % increases or decline metrics.
• Used SAP and COGNOS to create reports that were distributed to various departments for analysis of data.
Education
• North Central University, Scottsdale, AZ – Doctorate, Capital Markets & Financial Management expected 12/2018
• Seton Hall University, South Orange, NJ – MBA, Finance 5/2003
• Saint Peters College, Jersey City, NJ – BS in Accounting and Economics 6/1998
Skills
• (PMP) Project Manager Professional in progress, Microsoft Office, Factset, CSFB Holt, Bloomberg, Reuters, ILX, Economatica, Datastream, World Equities, Estimates Direct, Stockval, FrontPage 98, Newsedge, Firstcall, Markets.Com, Lexis – Nexus, Advanced Access 2013, SAP, Oracle, Peoplesoft, Quick Books, Service Now, Taleo, VBA – Visual Basic for MS Office, Visio, MS Project, QlikView, Sharepoint, Onenote