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Business analyst

Staten Island, NY
June 14, 2018

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Business Analyst, Project Manager, and Test Coordinator who successfully manages small and large enterprise development projects through the full project life cycle. Fosters communication between business and IT to enhance healthcare, banking, and back office brokerage applications

Adept at eliciting major client requirements, collaborating with multiple technology teams, and implementing solutions that ultimately impact application performance, utilization, and function

A solid team player with management experience and fluent communication skills who particularly enjoys the hands-on role of assisting clients with business analysis

Experienced user of Microsoft Office, Microsoft Project and Project Server, Visio, SharePoint, Quality Center, HP ALM, Mercury TestDirector, SQL, NetXPro, Intuit Quickbase, and legacy mainframe applications


Centers Plan for Healthy Living, Staten Island, NY August 2016 - January 2018

Senior Business Analyst

Responsible for requirements gathering, design, development, testing, and documentation of configuration enhancements and workflows to Case Trakker tool to meet the needs of several different departments

Created/Modified all letters for CPHL for first year and served as project leader for MAP new Line of Business

MphasiS consulting, New York, NY August 2011 - August 2016

Testing Coordinator, Scenario Manager Regulatory Reporting, Client: JP Morgan Chase October 2013 - June 2016

Involved in Functional, Regression, Integration, End-to-End, Performance, and Ad-Hoc testing of the application

Created and executed test cases, managed defects, reported testing status using HP ALM v11, and maintained test and traceability matrices

Participated in setup of test environment and performed smoke testing on test environment after code deployment

Coordinated with cross application teams on functional test cases and dependencies and worked on ad-hoc requests

Performed extensive regression testing for every build performing manual/black-box testing of the application to test the system for both positive and negative scenarios

Project Manager/Business Systems Analyst, Client: JP Morgan Chase August 2011 - August 2013

Managed three off-shore business analysts in the development of use cases and testing models for payments, payment request, swap merge and payees for QuickPay ClearXChange (CXC) and RealTime projects

Participated in requirements gathering, architectural design, and wireframe review

Created use cases for Mobile Android Alert and Chase Wealth Management on Mobile projects

Bank of New York Mellon, New York, NY January 2011 - May 2011

Corporate Trust, Control Group Vice President

Successfully managed an Interim Readout project; created project plan for KCA Testing project and maintained project status and decks for reporting to senior management and stakeholders

Maintained Budget to Actuals for Ernst and Young consultants

Ascend Consulting, New York, NY February 2007 – June 2010

Client: Credit Suisse IT Project Services Americas March 2010 - June 2010

Responsible for creating monthly FID PMO eCommerce and FX PowerPoint deck

Wrote user manual on creating PMO PowerPoint deck from eCommerce and FX sources

Organized SharePoint site to store minutes for project meetings and project documents

Senior Consultant, Client: JP Morgan Chase Clearing Corp Conversion project May 2009 - September 2009

Drove an initiative that incorporated feasibility analysis, utilization and technical implications of the Bear Stearns trading system and platform with additional responsibility for successful conversion from Bear to Chase Investment Services retail clients

Elicited requirements for multiple financial products including fixed income, equities, and mutual funds for financial product back office systems to ensure accurate process documentation flows in relation to Bear Stearns applications and communication to the Chase Investment Services clients

Collaborated with Account Services, Balance & Control, Cashiers, Margin, Money Market, Mutual Fund, Mutual Fund Setup, Retirement Services, Statements/Confirms/Return Mail and Operations teams to facilitate and scribe operation guide reviews for 15 workstreams determining pain points in converting the retail clients

Reviewed and corrected Ascend Business Analysts’ updates to operations guides from facilitated sessions

Maintained Conversion Specific Items Requirements document; updated Operations Analysis Project Plans

Senior Consultant, Client: Deutsche Bank, Fulcrum Reporting Testing project May 2008 - April 2009

Responsible for heading Issue Resolution Management in a mission-critical role to reconcile current state and future state reports for the entire Switzerland Asset Management LOB

Provided hands-on management of the testing process for a 30 person international team of business, technical and vendor personnel, including facilitating and scribing daily issues meetings

Remotely managed five off shore testers, provided them with mentoring, guidance and an on-shore presence to review testing findings with the stakeholders in the United States

Using Mercury TestDirector, maintained up to 1,000 open defects and drove them to resolution through proactive follow-up with third party providers, Deutsche Bank PMO, Business and Technical stream leads

Generated project statistics and detailed data analysis regarding issues and testing progress for senior management

Monitored and reported daily status of the testing effort to stakeholders

Client: HSBC Private Client Services, Fully-Disclosed Outsourced Clearing with Pershing Dec 2007 – April 2008

Managed and contributed content for an enterprise-wide platform migration from Broadridge (ADP) to Pershing

Responsible for documenting PMO status and twice-daily UAT and Quality Center meetings

Created over 1,000 step-by-step UAT test cases for 13 work streams, and represented the Ascend UAT team at Quality Center meetings and assisted business users with executing UAT test cases using NetXPro

Facilitated and scribed back-office and middle-office operations stakeholders meetings and meetings between HSBC personnel, Ascend Consulting, and Broadridge (ADP)

Utilized Mercury TestDirector to enter user acceptance defects; presented project deliverables to stakeholders

Client: Deutsche Bank Geneva Conversion Reporting Analysis project August 2007 – October 2007

Responsible for reporting inventory and gap analysis to consolidate and reduce recreation of legacy reports in new platform and for documentation and testing of new reporting repository

Determined legacy client reporting inventory by creating MIS analysis, reporting sub totals and generating from Microsoft Access Geneva match/non-match Excel reports.

Tested newly developed versions of the MS Access-based reporting repository; created custom report specifications in Excel; Performed knowledge transfer to Deutsche Bank employees.

Client: Citibank Anti Money Laundering (AML) / MIS reporting March 2007 – May 2007

Facilitated requirement gathering meetings across functional units, and created report specifications from variable data points and performed information gap analysis for new reports.

BurrellesLuce, New York, NY November 2001 – September 2006

Senior Project Manager

Established a Project Management Office utilizing a structured and repeatable process for initiation, design, system/user acceptance testing, and production verification for all projects while supervising a Project Manager

Implemented a web based Task/Issue tracking system utilizing Intuit’s Quickbase for the entire IT department

Provided Management with statistical data by creating issue/task trend analysis reports

Improved timeliness of updates by creating an automatic update request email based upon task/issue finish date and created a link between Quickbase tasks and the helpdesk system

Implemented Replicon timesheet system for charge back to the business of the 40-person IT department

Project Manager

Gathered requirements for over 400 tasks related to electronic reading, content search engines, and NewsExpress solutions, which scanned and searched terabytes of data encompassing 10,000 newspapers and 5,000 magazines

Deployed Timeclock system that saved the cost of the legacy AS/400 system and human capital savings

Successfully Implemented Media Directory Online, a web-based application MS SQL-Server, VB, and Oracle

Plural, New York, NY November 1998- July 2001

Project Manager

Developed the following web-based systems: a reporting Engine for White Amber, an Activity Planning System for Rainbow Media Holdings, an iBanker Release 1.1 Design for Donaldson Lufkin & Jenrette and various enhancements for the Port and Targus web sites for Targus Inc.

Managed the successful development of client/server based systems including Research Advantage for CIBC Oppenheimer (Visual Basic and Excel); Imagine iGateway for Imagine Networks (C ); Bio Client 2.5, Bio Production and NewsExpress Implementation for Burrelle’s (Visual Basic and Microsoft SQL Server)

Chase Manhattan Bank Brooklyn, NY June 1986 - October 1998

Vice President, Client Delivery Services

Responsible for end user liaison, analysis and design, tool and technology evaluation, implementation, project management, and testing for all systems developed. Also hired and trained employees and consultants

Created Year 2000 scripts in MS Test and SQA Robot to validate Year 2000 compliance for both the mainframe and Micro Chase Trader and Chase Payments software

Managed 10 developers for the Bank's On-Line real time Foreign Exchange Trading System, Chase Trader Windows, which utilized Microsoft Visual C++, Microsoft Visual Basic, Crystal Reports, and Microsoft SQL Server

Managed the development team for the Bank’s Chase Payments System, under the Insight Windows Platform

Managed implementation of a Reuters rate feed on Sun UNIX and LU62 to IBM Mainframe, and coded a PC and Sun UNIX based Electronic Software Delivery System and Implemented Tymnet X25 link from customers to Sun UNIX

Coded in C and Btrieve the development of Global Custody’s DOS based entry system for Trades, Money Movements, FX, Corporate Actions, and Appros/Expros. Coded the Financial Reporting System (FRS) for historical data collection, mergers and acquisition forecasting, and financial modeling in Lattice C (DOS and UNIX).


Brooklyn College Bachelor of Science in Computer and Information Science

Project Management Institute Project Management Professional (PMP), 2007

Knowledge Movers PMP Certification Training, Jan/Feb 2007


Member of the Project Management Institute and PMI’s New York City chapter

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