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Customer Service Data

Rego Park, New York, United States
January 25, 2018

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Serge Pak

Forest Hills, NY, *****

Phone 347-***-****


Over 15 years of experience in system analysis and testing of various applications including:

• Markets Investment and Advisor, CRM solutions, Data Warehouse, Common Repository, Payout System, Billing, Multiple Asset System and ACATS.

• Development of functional spec-s, test strategies, test scripts based on business requirements, enhancement releases and defect correction releases.

• Implementation of functionalities delivered across multiple systems and workflows.


Thomson Reuters, New York 05/2010 to Current

Senior QA Engineer

• Testing of Eikon applications for Investment Banking and Advisory (Corporate Governance and Takeover Defense, Company Deals, M&A).

• UAT of Deals BI (BI Add-In) for Business Intelligence.

• Data quality profiling of OLAP Data Cubes designed off the enterprise Data Warehouse.

• Validation of data mapping between various sources; reconciliation of fallouts and gap analysis.

• Testing of Deal tearsheets and imputed fees allocation to each manager/advisor on the deal.

• Deals Analysis, M&A transactions and Financial Sponsor activities.

• Validation of league tables across all asset classes based on imputed fees and deal credits.

Prudential Financial, New Jersey 10/2005 to 05/2009

Senior Consultant

• Production support of applications on Payout platform.

• Tested Epiphany CRM applications (Marketing, Campaign management and Sales).

• Monitored the incremental processes and daily events synchronization between Source and Common Repository.

• New business and post issue transactions (payments, transfers, reversals).

• GAAP valuations and calculation processes for Actuarial Database.

• Verification of rates, daily & monthly average balances.

• Co-ordination of UAT with product, development and release management.

Verizon, New York 02/2005 to 10/2005

Senior Consultant

• Production support of daily issues on I2K Billing System.

• Co-ordination of the adjustment processes and auto-refunds with various business parties.

• Automatic security deposits, advance/overpayment refunds.

• Reconciliation of customer billing information on revenue assurance requests.

• Developed SQL queries and scripts to update historical data.

• Co-ordinated Database update based on stakeholders requests.

• Collaborated with internal groups, management teams to create and execute campaign processes.

Bank of New York, New York 09/2004 to 02/2005

Senior Consultant

• Conversion of functionalities provided by the London based CLASS platform to the Liberty platform.

• Capturing of security transaction activities fed by GSP to CDW system in on-line real time manner.

• Calculation of market value on security positions and currency conversion (Triangulation method).

• Validation of Common Data Warehouse data vs. GSP intraday activity processes.

• Validation of Close Of Business (COB) and Start Of Business (SOB) reconciliation process.

• Verification of cash settlement instructions and postings.

Prudential Financial, New Jersey 09/2003 to 08/2004

Senior Consultant

• Conversion of American Skandia Mutual Funds into Prudential Mutual Funds system.

• Validation of enhanced and new pricing structures, policies and features within each share class.

• Analysis and verification of share and dollar lot values of converted share classes.

• Analysis of converted account balances, historical prices and rates.

• Validation of capturing as-of processes rules (trades, reversals, exchanges).

• Testing of new CDSC charges and calculations.

• Conversion of American Skandia Annuities into Prudential LifeCAD payout system.

Prudential Financial, New Jersey 06/2000 to11/2001

Senior Consultant

• User Acceptance Testing for ADR Demutualization project.

• Analysis and validation of policy cases routed through ADR-DEMUT Database flow.

• Validation of batch pre-calc processes.

• Planning and coordination of UAT and production environments.

• Quality review of project deliverables.

• Validation & process of fallouts.

Merck-Medco, New Jersey 06/1999 t06/2000

Senior Consultant

• Analysis and resolution of help desk tickets for Management Customer Services.

• Validation/testing of server communication between SDS/Internet/Mainframe applications.

• Production support of Customer Service applications.

• Validation of on-line processes to support legacy updates on a real-time basis.

• Testing of the new subsystems and migration to production.

SIAC, New York 07/1998 - 06/1999

Senior Consultant

• Conversion and validation of ACATS system.

• Testing of updates to Corporate Action Database with regards to M&A, tender/exchange offers, etc.

• Set up and execution of processes for integration and system testing.

• Development of test plans and test scripts based on business requirements.

• Tracking and management of issues.

HIP, New York 10/1997 –07/1998

Sr.Programmer Analyst

• Policy administration and claims analysis for Q/CARE system.

• Development of reports providing status and eligibility of the claims.

• Explanation of benefits, claims adjustment and re-process.

• Enhancement of applications permitting detail updates and inquiry facilities.

CHUBB & SON INC, New Jersey 09/1996 –10/1997

Sr.Programmer Analyst

• Development and production support of Client system.

• Rewriting of Umbrella Automated System accessing both IMS and DB2 Databases.

• Conversion of IMS modules to extract data from DB2 tables and deliver it to Server applications.

• Enhancement of processes to reflect the business activities on the customer and policy levels.

Bell Atlantic Nynex Mobile, New York 04/1994 to 09/1996

Programmer Analyst

• Development of processes for Marketing and Research Data Warehouse.

• Analysis of distribution access and usage, billing, reference and static telecommunication data.

• Design of modules extracting DB2 Data for load to Oracle Database.

• Design of processes insuring that the Data Warehouse is updated correctly after each billing cycle.

• Development and implementation of the reports to produce billing records and statistical listings.

Education & Credentials

SQL Server Database, SAM Career Center, New York, 2017

Excel Expert Certificate, ARTFS institute, New York, 2011

QA Automation Certificate of Completion, SAM Career Center, New York, 2010

B.S., Computer Science, Simferopol State University, Simferopol, 1986 - 1991

Technical Skills

Oracle/SQL, SQL Server/T-SQL, SQL Server 2014 Management Studio, TOAD, SQL Developer, JIRA, MS Excel (Pivot Tables, Vlookups, Macros), Fiddler, XML, Autosys, Quality Center, QTP/UFT, Eggplant Functional, Git.

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