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Front Office Project

Stirling, New Jersey, United States
$70./ hr.
December 19, 2018

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Creative experienced professional technical communicator and analyst Senior business analyst with 10 years experience gathering and analyzing business requirements for distributed financial systems.

Extensive experience in developing, testing, and deploying new financial products/services.

Team member with strong analytical and design skills.

Knowledge of credit and market risk management for Derivative and Fixed Income products.

Experience in complex projects spanning multiple Risk Management business and technology areas. Projects included Stress Testing (FED request for TARP recipients), Exception Monitoring, Facility Analyzer, CitiRisk for Local Commercial Banks.

Incorporate extensive writing/instructional design/research skills into all facets of business.

Design and develop online training manuals and audio-based interactive tutorials for global clients.

Ability to balance the importance of client needs with budget and time constraints.

Multitasks well in deadline-driven environment, and delivers high quality products/services.

Skilled presenter to internal business audiences, national and international conferences.

Self-motivated individual capable of motivating others through interpersonal strengths.

Developed departmental annual reports, reference manuals and cards, trade show marketing materials, architectural diagrams, system and installation guides, test cases, White Papers, business and functional requirements, PowerPoint presentations.

Multi-lingual (Italian and French).


Administrative MS Project, MS Word, AuthorIT, Documentum, MS Excel

Presentation and Graphics Captivate, Articulate, Illustrator, VISIO, CorelDRAW!, PhotoShop, Flash, Swish, PaintShopPro, Hijaak Graphics Suite, PowerPoint, HotShot

HTML and Web Design DreamWeaver, FrontPage, Quadralay WebWorks ePublisher Pro, Adobe Acrobat

Desktop Publishing FrameMaker for Windows, Word, AuthorIT


European Sabbatical (Florence, Italy) (8/16-8/17)

Continued Italian language, art, and restoration studies in Florence, Italy,

Worked with Friends of Florence to restore Italian art works, including Pontormo (La Deposizione) and Donatello (David).

Tutored English language and grammar to Italian students (private).

Senior Business Analyst (VP) Global Risk Technology (Citigroup, NYC) (8/05-5/16)

Managed global strategy to deliver training for CitiRisk loan availment system for the local commercial banks across 5 countries and 4 languages. Wrote all training materials required for this effort.

Analyzed business requirements and wrote functional requirements for user interface design of the automated and integrated CitiRisk financial credit risk system; coordinated with onsite and offsite developers and business team on interface design and application functionality for optimal usability; tested and tracked issues in the Dev and SIT environments; helped design the prototype, and created and presented demos and PowerPoint presentations used as marketing tools for the CitiRisk implementation to global users.

Analyzed financial market and credit risk-related systems and developed user and training documents for global users. These systems included: GDRS (Global Default Repository System), which captures default information (Obligor, Facility, Collateral) required by Basel II and Citi compliance standards; CAT (Credit Analysis Tool), credit approval process system; PST (Product Stress Testing), enabling Credit Officers to perform stress tests that present risk exposure on directional moves in market factors.

Wrote BRDs (Business Requirements Documents), FRDs (Functional Requirements Documents) for internal onsite and offshore developers; wrote client Release Notes.

Wrote and validated Test Plans and Use Cases based on functional requirements to ensure business integrity and client satisfaction.

Organized the Citi 2008-Audit project - requiring the writing of new and gathering existing required documents (over 400), including: BRDs, FRDs, TDDs, project plans, architectural presentations, White papers, use and test cases. This project adhered to Basel II guidelines and banking standards.

Aided the transition of Directors of Application Development-in Risk Legal Compliance department.

Developed documentation standards and processes: wrote and implemented Style Guide, Information Mapping course, Welcome Guide.

Created brochures, departmental Annual Reports, Trade Fair marketing materials.

Technical Documentation Consultant (DTCC-NYC, NY) (11/04-8/05)

Created security policy documents for the Windows and UNIX infrastructure environments that complied with Sarbanes-Oxley compliance requirements.

Developed templates for standards and processes of the disaster recovery-related documents, including DR Guide, Workflows, recovery plans, for the DTCC Disaster Recovery project.

Wrote Disaster Recovery guides for Windows-based applications, servers (included front office and back office infrastructure systems).

Interfaced with technical analysts, developers, and managers to integrate and verify information.

Technical Documentation Consultant (Morgan Stanley-Jersey City, NJ) (9-10/2004)

Interfaced with Business Analysts and IT Operations groups to determine the various workflows using in-house proprietary Transfer Agent system; created Visio diagrams of all workflows.

Designed and developed hyperlinked tables containing all of the Equities, Fixed Income, and Mutual Fund programs used by the existing system.

Technical Documentation Consultant (Computer Associates International, Inc.-Princeton, NJ) (2.04-9/04)

Developed standards, processes, and design documents for the single sourcing initiative and produced object-oriented content for a 30-guide doc set, thus eliminating redundancy and duplication; results included reduced doc development time and resources (up to 40%).

Analyzed and edited writing, developed customized writing plans, and monitored progress of writers working in India.

Developed documentation for the 11.1 and 11.5 release of the BrightStor documentation; interfaced with developers, QA, and support teams; collaborated with developers to write Release Notes.

Technical Documentation Consultant (Credit Suisse First Boston Disaster Recovery and Business Continuity Group-NYC) (3/02-8/03)

Developed templates for standards, processes, and design of all disaster recovery-related documents, including DR Invocation Guide, Site Guides, test plans, recovery plans, for the Business Continuity Planning (BCP) project mandated by the federal government to all major financial institutions. Business Continuity Project approved by Federal Auditing Board.

Researched and wrote extensive documentation for disaster recovery and failover procedures for critical Securities and FA&O applications (300+) for Windows/UNIX environments (included front office and back office systems); guides were used in real DR situation to bring up applications successfully.

Interfaced with technical and business analysts, developers, vendors, and managers to integrate information; analyzed multi-tiered environments; tested documentation against actual DR scenario.

Tested at DR sites; wrote Site Guides for six (6) separate DR sites.

Researched Sarbanes-Oxley requirements.

Marketing Consultant (Ferrara & Co, Princeton, NJ) (3-12/2001)

Researched, planned, and developed documentation for the redesign of major corporate E-communications web site presence in all phases of development.

Wrote Functional Requirements, RFP, Recommendations, and Governance documents.

Selected vendors for design and development of online content management system.

Director Technical Documentation (Prolifics-NYC) (3-12/2000)

Managed two senior writers and one consultant during two production releases.

Managed conversion of 5000 page doc set from Interleaf to FrameMaker authoring environment.

Designed web sites for delivery of online documentation in HTML/PDF formats.

Senior Information Engineer (BEA-Liberty Corner, NJ) (2/97-2/2000)

Managed middleware documentation projects from conception to final stages of production.

Planned, redesigned, and developed 6000-page hardcopy book paradigm to Web-based HTML/PDF topics; presented prototype at User Conference.

Prepared time and resource estimates, work schedule; coordinated with development.

Designed, developed, and maintained first internal and external documentation web site.

Manager/Lead Technical Editor/Writer (ADP-Roseland, NJ) (12/89-2/97)

Developed and published 15 user guides and Windows online help for new product line.

Coordinated project plans with development, marketing and sales, training, printing vendors.

Interviewed, hired, and managed staff of six consultants.

Designed and edited 70% of 400+ paper and online documents, including: quick reference guides and cards, user guides, Folio infobases, online help.


Michigan State University - M.A. British and American Literature (MLA; Keats/Shelley Society)

Bloomfield College - B.A. British Literature/Psychology (Magna Cum Laude graduate)

Professional Awards and Presentations

Scuola Leonardo da Vinci: Florence, Italy (2003); Certificato di Italiano

Society for Technical Communications Annual Conference, Washington, D.C. (1995)

Presenter for How to Create Editing Metrics

University of Massachusetts at Lowell Annual Conference (1995)

Presenter for How to Create Editing Metrics

Judge, Society for Technical Communications Technical Publications Competition

Chapter and International competitions (1993-1994)

Society for Technical Communications Technical Publications Competition

Several awards of Distinction, Excellence, and Achievement

MSU Publications: Inner Landscape of Wordsworthian Characters

Shelley's Quest for the Romantic Ideal

Chaucer's Duality of Love

Professional and Personal Affiliations

Society for Technical Communications (STC)

American Management Association (AMA)

National Association of Female Executives

Patron of American Ballet Theatre (NYC)

Women & Company (Citigroup financial organization)

Fellow member of the Metropolitan Museum of Art and Museum of Modern Art in NYC

Friends of Florence (Florentine art restoration organization)

Junior Achievement-NYC (Citigroup Banks in Action)

Habitat for Humanity NJ

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