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Senior Business Analyst

Worcester, Massachusetts, United States
August 11, 2018

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Highly accomplished IT professional with a comprehensive background in project management, business and systems analysis, and software quality assurance testing. Solid background analyzing business processes, evaluating systems capabilities and successfully leading stakeholders through the requirements, design, testing, delivery, and training phases of implementing comprehensive business solutions. Experienced developing and maintaining client/vendor relationships as well as managing onshore/offshore teams. A highly adaptable IT professional with the ability to work effectively with business and technology to achieve a common goal. Fluent in Spanish, French and Italian.


•Solid background using Waterfall and Agile/iterative methods for delivering new and enhanced applications, identifying and communicating systems development processes and developing deliverables associated with each phase of a project’s lifecycle

•Experienced gathering and documenting requirements, developing use cases and business scenarios, conducting gap analysis and root cause analysis as well as conducting data analysis and generating business reports using SQL, MS Access and Excel

•facilitating meetings/workshops, and delivering presentations to diverse audiences

•Demonstrated expertise developing and executing functional/non-functional test cases

•Experienced with Web APIs, IBM mainframe CICS, JCL, DB2

•Expert knowledge of MS Office products including MS Visio and MS Project

•Other technologies used include SharePoint, ATRACK, JIRA, Quality Center, ClearCase, ClearQuest, Identity Access Management (IAM), Single Sign On, Identity Federation, FIX messaging, and SWIFT ISO Standard message type


Fidelity Investments, Smithfield, RI Apr 2015 – May 2018

Senior Systems Analyst

•Worked closely with business partners and project managers to help drive all aspects of project delivery from requirements gathering through implementation

•Led high quality business/systems definitions for projects varying in complexity and size servicing registered investment advisors and correspondent clients

•Collaborated closely with business partners and product managers on technology strategy, design, testing and implementation to provide systems solutions, coordination and integration in the overall delivery of technology services

•Actively encouraged coordination and collaboration across teams in support of business outcomes

•Developed new billing and reporting capabilities for a multi-currency trading system

•Led the analysis for the 529 Plan offering for Fidelity Clearing & Custody Solution (FCCS) Client Communications

•Successfully managed the integration of a server to a server alert service for Fidelity’s WealthCentral application used by Fidelity’s Registered Investment Advisor (RIA) clients

•Led the analysis of the Paper Reduction initiative on retirement accounts

•Mentored team members to explore new ideas and methodologies

•Proposed technical feasibility solutions for new functional designs and suggested options for performance improvement

•Recommended architectural improvements, design and integration solutions

State Street Corporation, Boston, MA Apr 2007 – July 2014

Assistant Vice President

State Street Global Markets Technology, Portfolio Solutions PM/BA May 2010 – July 2014

•Implemented clients’ outbound and inbound FIX connections to brokers, exchanges and other liquidity venues throughout North and South America, Europe and Asia Pac

•Managed development, deployment, maintenance and support of business applications for State Street’s front office equity trading desks and provided support to middle and back office operations

•Lead the Business/Systems analysis for client’s Equities trading offering for DMA and Smart Order Routing into North American, European, and Asia Pacific markets

•Gathered and documented business requirements, developed use cases, documented and delivered functional specifications to project team in accordance with business goals

•Managed and coordinated all facets of projects’ life cycle from initiation

•Conducted data analysis to resolve production issues using SQL queries to extract account and trade information

•Analyzed FIX log files, interpreted format and different tag combinations to resolve FIX message issues in support of the Sell-side Trading desk

•Conducted workshops and interview sessions with business managers and project sponsors

•Developed strategic forms of communications for use among project team, business users, clients and vendors

•Managed training among development, architectural and QA teams on-shore and off-shore

•Conducted team evaluations, resource management and allocation

•Developed and maintained research and cost analysis associated with projects and applications

State Street Global Markets Technology, Portfolio Solutions QA Apr 2007 – May 2010

•Developed systems testing approach creating comprehensive test plans with well-defined, reusable test cases based on business requirements and functional specifications documents

•Ran large-scale complex software development releases over multiple cycles

•Tested admin and application FIX messages to resolve pre-trade, trade, and post-trade Production issues in support of business partners

•Managed scheduling to ensure efficient and effective product testing

•Identified and reported risks impacting project’s schedule and quality of the delivery, and proposed new methods of control and risks mitigation

•Executed comprehensive software testing including functional and non-functional testing ensuring error-free delivery and system(s) performance based on approved requirements

•Worked in conjunction with the automation engineers recording and maintaining automated test script libraries.

•Documented software defects using multiple issues tracking systems (i.e. JIRA, ClearQuest, Quality Center) and proactively communicate issues to all project team members

•Conducted team-debriefing sessions at the end of each project allowing team members to share their contributions, challenges, lessons learn and recommendations for the future

Fidelity Investments, Smithfield, RI May 2006 – Mar 2007

Project Consultant – functioning as Sr. Quality Assurance Analyst

•Conducted in-depth analysis of clients’ requirements, including production and administration procedures, system requirements and enhancement requests

•Developed Business and Clients test plans based on requirement including test strategies, development of test scenarios, test cases and expected results

•Conducted execution of test cases, including the comparison of actual results against expected results, performing root cause analysis, logging and assigning defects and reporting status

•Managed resolution of defects in multiple environments and throughout all phases of the development life cycle

•Maintained continuous client involvement to ensure that business expectations were met throughout the entire quality assurance process

Datavantage, Westborough, MA May 2005 – May 2006

International Product Consultant

•Managed research and development of high quality retail loss prevention product

•Analyzed transaction data identifying patterns that may indicate fraud or theft

•Managed evaluation of quality assurance testing tools and submitted proposals to the executive team

•Provided in-depth analysis, made design recommendations, delivered and implemented Micro’s product to clients in South America and Europe

•Documented and facilitated training to our international clients in English, Spanish and French

Upstream Technologies LLC, Boston, MA Jan 2005 – Sept 2005

Project Consultant – functioning as Sr. Quality Assurance Analyst

•Established a quality assurance process for investment management solution products servicing a selected group of asset management firms.

•Conducted research, evaluation of portfolio optimizing order management system products

•Managed strategic testing and risk evaluation of tax management and reduction of clients’ tax liabilities products

•Implemented systems to monitor user and trade activity for managed proprietary model portfolios


Fidelity Investments, Marlborough, MA Mar 2004 – Dec 2004

Project Consultant – functioning as Sr. Quality Assurance Analyst

Investor’s Bank & Trust, Boston, MA Sept 2003 – Feb 2004

Project Consultant – functioning as Sr. Quality Assurance Analyst

Mellon Financial, Boston, MA Apr 2000 – Mar 2002

Senior Business Analyst


Worcester Polytechnic Institute, Worcester, MA

Bachelor of Science, Management Information Systems

University of Wisconsin, Madison, Madison, WI

Bachelor of Arts, Communications and French Literature


Toastmasters, Adelante Worcester Professional networking, and Latino-Jewish Round Table

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