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Test Cases Office

Kings County, New York, United States
January 29, 2018

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Phone (917) ***-**** Brooklyn, NY 11235 E-mail:


UAT Analyst / Lead with extensive track record of successfully delivering projects across front, middle, back office, risk management and other financial applications. Experienced in working with product development teams and business users, and producing effective UAT test scenarios, test plans and other supporting documentation. Effectively lead and coordinate UAT activities to ensure delivery of quality products. Possess solid background in working with distributed technology and business teams to ensure effective communication and timely delivery of software solutions.

Business Systems: Fi-Tek GlobalWealthES, Oracle E-Business Suite, Advent Geneva, Paladyne Suit, Fund Manager, Imagine Trading System.

Productivity Tools: HP ALM, Atlassian Jira, Snagit, MS Visio, MS Word, MS Excel (Pivot Tables, Functions), MS Project, MS PowerPoint, MS Outlook, SQL, UNIX.

UAT / SIT Coordination Test documentation System Implementation

Test cases design and execution Dashboard reporting Financial products and processes

Gap analysis Cross-functional teamwork Agile & Waterfall methodologies


HSBC (Consultant, Corporate Trust and Loan Agency) 10/2016 – 06/2017

Systems Analyst / UAT Lead

Successfully coordinated testing efforts for the wealth management / trust accounting system implementation project (50+ users).

Worked with business leads and project team on outlining testing scope and developing UAT test cases for each group of business users, i.e. Client Services, Operations, Business Support, Business Control, Tax Utility. Developed test scenarios for user entitlements testing.

Produced and presented UAT test plans and approach to the stakeholders. Developed test execution plans and successfully coordinated UAT efforts across several business teams, i.e. Client Services, Operations, Business Support, Business Control, Tax Utility.

Performed gap analysis of reengineered business processes, reviewed process flow diagrams and DIMs prepared by business SMEs for accuracy and completeness.

Designed E2E test scenarios and test cases based on the process flows and business requirements. Validated proper data flow between the application and various downstream systems including IN and OUT flow of trade messages over SWIFT interface between Global Custodian and the system. Confirmed proper processing of corporate actions for fixed income and equity instruments, sweeps in-and-out of MMFs and tax withholdings based on the setup rules.

Prepared comprehensive dashboard reporting out of ALM for stakeholders and project team members.

Led regular Defect Review calls with the vendor, project team and business representatives to ensure proper reporting, documentation, prioritization and resolution of defects.

Managed all project related materials in ALM: test cases library, test executions, requirements, defects and traceability matrix. Ensured that proper testing evidence is attached for all test runs.

Credit Suisse (Consultant, CRO Change Reporting Horizontal NY) 08/2015 – 09/2016

Senior UAT Analyst

Led UAT efforts for key Market Risk projects under BCBS 239 regulation, which provided BAU users and senior management with access to exposure movements, limits and risk measurements. Designed and implemented efficient UAT process, which was followed for all BCBS projects.

Coordinated and facilitated BRD and FSD discussions with business and technology teams. Identified gaps in requirements/specifications and ensured appropriate remediation. Performed exploratory/sanity testing of all features and validated compliance with business requirements.

Produced test plans and reusable test cases to cover functionality, data validation, performance and security business requirements. Obtained sign off from Business Leads for UAT testing coverage and approach.

Led testing efforts during UAT cycles. Worked closely with Tech team (BAs, Dev and QA) to ensure stable end-to-end test environment and coordinated testing and development efforts. Held daily UAT Pulse calls and reported status to Business and Tech teams.

JP Morgan Chase (Consultant, Alternative Investment Services) 06/2014 - 06/2015

BA Lead for BAU stream / UAT Lead

Established solid working relationships with project stakeholders in order to capture and prioritize clear and testable business requirements for critical client facing applications in the following business areas: fund accounting, back/middle office reconciliations, P&L reconciliation and document management.

Presented user stories/cases with detailed acceptance criteria, current/future state process flow diagrams for requirements review sessions with the stakeholders to obtain business sign off.

Participated in Sprint planning sessions with development team to discuss user stories, estimate effort and finalize Sprint scope.

Coordinated UAT cycles. Led daily UAT status calls. Developed and documented UAT scripts. Assigned work to UAT testers and ensured timely execution and evidence capturing.

Prepared release notes and updated User Guide / Training Documentation with new functionalities.

FinServ Consulting 03/2014 - 06/2014

Business Analyst for Front Office/Portfolio Management/Accounting Systems

Analyzed existing business processes across front and back office departments and identified areas for process improvements and automation.

Presented proposed high-level solutions to project sponsors based on the gathered information.

Produced clear, concise and technically feasible BRD documentation, including process and data flow diagrams.

Participated in vendor meetings and demonstrations during the software selection process. Provided analysis of the proposed vendor solutions and their traceability to the original business requirements.

Cantor Fitzgerald Securities 12/2013 - 03/2014

Consultant, Finance Department

Participated in the Oracle E-Business Suite implementation within AP group. Worked on STP of invoices into the system with select vendors to reduce processing times and enhanced visibility and control.

Maintained reports, spreadsheets and corporate accounts payable files (Oracle E-Business Suite).

Performed reconciliations of various general ledger accounts and assisted in monthly closings.

Participated in automation of expense processing and ensured its compliance with the firm’s policies.

VR Capital Group Ltd. 04/ 2003 – 01/2010

Business Analyst, Middle Office

Produced daily reports for the Front Office: Position, P&L, Cash Projection and other reports. Verified proper Positions Appraisal calculations and daily P&L change. Conducted system reconciliations and system maintenance.

Executed daily and weekly data integrity checks across portfolio management system to ensure proper booking and processing of different types of trades for Fixed Income, Equity, FX, Swaps (CDS, IRS, TRS), Options and other financial instruments as well as correctness of fund’s NAV and PL calculations.

Validated timely booking and processing of various corporate actions for fixed income and equity products, such as mandatory and voluntary exchanges, dividends, stock splits, spin-offs, etc.

Coordinated successful migration of Fund’s portfolio onto FundManager and later to Geneva and Paladyne systems.

Performed acceptance testing of all new releases and coordinated resolution of reported defects with vendors. Provided daily maintenance of the system and necessary support and training to the system users.

Developed temporary workarounds for instruments not supported by the portfolio management systems. Provided functional specifications and monitored proper implementation of capitalizing, amortizing and index-linked bonds as well as certain types of swaps (CDSs, TRSs) and other credit derivatives.

Imagine Software, Inc. 06/2001 – 10/2002

QA Analyst, Test Automation Engineer

Designed test specifications and automated test scripts using SilkTest for several modules of the Imagine Trading System which utilized live data feeds - Markets, Security Master, Matrix and Volatility Curve.

Produced test specifications and automated test scripts for FIX interface related projects. Tested orders and executions upload utilities from real-time order routing systems using FIX protocol. Verified proper configuration of all components, including configuration and mapping files involved in electronic exchange connectivity.

Performed "Grey box" system testing using database access tools – “isql” and MS Access. Wrote SQL queries to verify that data is properly committed to the database during testing of the features listed above. Developed test cases within automated SilkTest scripts to manipulate the database using DBTester.

VR Capital Group Ltd. 02/1999 – 06/2001

Head of Settlements

Organized settlements department and established internal trade settlement procedures.

Overlooked settlement of various types of trades for fixed income, equity, FX and derivative instruments. Coordinated settlement procedures for OTC trades as well, such as Repo/ Reverse Repo and swaps.

Performed daily monitoring of custody and cash reports from prime broker and other custodians. Resolved all settlements issues with counterparties and custodians.

Produced set of daily reports for the Front Office team: Portfolio, P&L, NAV, Unsettled Trades, etc.

Coordinated all aspects of audit with auditors and Fund’s Administrator. Generated monthly, quarterly and yearly reports for shareholders.

Renaissance Capital Group, Moscow, Russia 03/1995 – 09/1998

Assistant Trader

Processed trade tickets for back-office, performed daily reconciliation of assigned bank and custody accounts.


New York University (NYU SCPS) - Certificate in Accounting (in progress)

Moscow State University of Technology “STANKIN” - BS in Business Administration and Management

Moscow Commercial Banking College - Associate degree in Banking

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