ROBERT J. CLERICO

Boston, MA ***** 617-***-****

ac4mva@r.postjobfree.com www.linkedin.com/in/bobclerico/

DETAIL-DRIVEN SOFTWARE QUALITY ASSURANCE ANALYST

Bringing Software from Specifications to Production

SUMMARY

●Professional with a Bachelor of Science (BS), Management/Computer Science with many years of experience in the IT industry, working with some of the largest financial institutions in the world

●Lead QA Analyst with comprehensive expertise in QA Processes, Application/software testing, and metrics on both web-based and mainframe applications

●Extensive experience managing Software Development Life Cycle (SDLC), AGILE and Waterfall testing methodologies from business requirements to production/Go live delivery

●Strong communicator who promotes product integrity and ensures reliable implementation changes with efficiency and accuracy, from business requirements to production/Go live delivery

●Anticipate customer needs before, during, and after project implementation for greater customer satisfaction

●Effective use of analytical skills for process improvement, trend direction and training options

●Team player with solid interpersonal, communication, and writing skills

●Proven track record as dedicated, flexible, reliable, resourceful, and available to travel

AREAS OF EXPERTISE

●Unit / Systems / Acceptance / Regression Testing

●Requirements Definition & System Integration

●Test plans, cases, execution and validation

●Data Migration/Mapping, Conversions/Deconversions

●Business Analysis

●Manual and Automated Testing

●User Compatibility Review

●End User Training Documentation

TECHNICAL SKILLS

●Software management: Mercury Quality Center, Clarity, Microsoft TFS, HP ALM, Atlassian JIRA

●Language/Protocols: SQL, API, SOAP UI, CSV

●Mainframe-related applications: TSO, CA-7, File-Aid

●Word Processing: Microsoft Office Suite, Lotus Notes

MUTUAL FUND / TRANSFER AGENCY EXPERIENCE

●Stock Splits, Fund Mergers, Auto Exchanges

●Blue Sky Share Tracking / Reporting

●NSCC (National Securities Clearing Corporation)

●Conversions / De-conversions

●ACATS (Auto Customer Account Transfers)

●Required Minimum Distribution on Retirement Accounts (RMD)

●Daily SWP (Systematic Withdrawal Program)

●Daily AIP (Automatic Investment Plan)

●Retirement Plans

●Trade Placement / Order Settlement

●Contingent Deferred Sales Charge (CDSC)

●Non-business Day Rate Processing

●Dividend / Capital Gain Processing

TAX WITHHOLDING / COMPLIANCE / REPORTING EXPERIENCE

●Tax Form W9, W8-BEN, W8-ECI, W8-EXP, W8-IMY

●NQI & QI Structures with Withholding Pools & Beneficial Owners

●AML, KYC, CRS, NQI, QI

●Standing Allocations / Withholding Statements, Blended Withholding Rates

●FATCA, NRA, Pension, Back-up, State taxes

ROBERT J. CLERICO

Boston, MA 02118 617-***-****

ac4mva@r.postjobfree.com www.linkedin.com/in/bobclerico/

PROFESSIONAL EXPERIENCE

IHS MARKIT / CTI TAX SOLUTIONS, ANDOVER, MA Feb 2009 – Oct 2016

Software Quality Assurance Analyst

Created and executed software test plans for some of the world’s biggest banks. Developed manual and automated test cases, analyzed results, and identified, documented and prioritized system defects. Functioned as primary point of contact, managing client needs and expectations.

●Performed web-based development testing and quality assurance of new software releases, upgrades and modifications, enabling clients to achieve compliance with IRS withholding and reporting requirements

●Managed client communications by facilitating webinars and conference calls, identifying and documenting system issues and constraints, outlining system capabilities, and setting appropriate client expectations

●Collaborated with project managers, analysts, developers and clients to achieve end-user satisfaction

PNC GLOBAL INVESTMENT SERVICES (formerly First Data), Westboro, MA Jan 2000 – Nov 2008

Lead Analyst

Conducted and organized software quality assurance and production support for enhancements, functionality upgrades and bug fixes. Collaborated with business analysts, clients, end users and programmers to evaluate and test critical issues and brainstorm temporary workarounds.

●Utilized System Development Methodology (SDM) in test plan development, execution and analysis, ensuring testing effectiveness and efficiency

●Achieved database integrity by developing and implementing internal tracking system for logging test cycles

●Managed both internal and external client expectations regarding system functionality, scope and deliverables, leading to increased client satisfaction and minimizing any functional ambiguity

FIRST DATA Boston, MA Jan 1997 – Jan 2000

Senior Business / Testing Systems Analyst

Developed, wrote, analyzed and performed software development and testing on small-to medium-size projects. Investigated system issues and identified solutions based on system capabilities and constraints to meet client business needs. Reported and managed defects and worked with developers and end users for optimal bug resolution.

●Performed end user and client training of system functionality and interfaces, including creation of user guides that resulted in improved client utilization and satisfaction

●Developed concise functional specifications from business rules, and defined test requirements in cooperation with clients, end users and systems groups, creating more user-friendly interfaces

●Constructed and maintained test databases, including execution and review of test cases for testing efficiency, decreasing data entry redundancy and increasing testing scope

EDUCATION

Bachelor of Science (BS), Management / Computer Science

BOSTON COLLEGE, Chestnut Hill, MA

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