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Data Analyst

Teaneck, NJ
October 15, 2018

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Teaneck, NJ 201-***-****


Open to roles as Senior Business Systems Analyst Business Data Analyst Technical Business Analyst IT Business Analyst Business Process Analyst in North Jersey and NYC metro ONLY


20+ years in Data Analysis, Systems Analysis, Process Analysis, Business Analysis, Quality Assurance and Project Management (Certified PMP) as senior/lead BA, developer, DA.

Experienced in all phases of SDLC/PLC from conception through implementation and support.

Energetic, go-getter, yes-we-can-do attitude, accustomed to working in fast-paced environments.

Excellent analytical, organizational, communication and interpersonal skills.

Data Analysis experience includes: Data requirements, sourcing, mapping, cleansing, testing, reconciliation, remediation, modeling, warehousing; Relational databases (Teradata, Oracle, Access, DB2, SQL Server, Sybase, Netezza), SQL.

Business/Technical experience includes: Use Cases, Requirements (FRD, BRD, TSD), Current state, Future state, Gap analysis, Process design, Workflow analysis, Diagrams/flowcharts (workflow, data flow, systems flow, business process map), Testing requirements/scenarios/scripts, Data quality, Root Cause analysis, Solution Analysis/Comparison, Programming, ETL, Implementation, Production support.


Bachelor of Business Administration in MIS - Pace University - New York, NY

Microsoft Professional Certificate in Big Data – in progress (Azure, Power BI) – New York, NY

Certificate in Visualization with Tableau – University of California - Davis, CA

Certificate in Project Management - University of North Carolina - Greensboro, NC

Certificate in Client Server - Chubb Programming Institute Jersey City - Jersey City, NJ

Bronx High School of Science – Regents Diploma- Bronx, NY


Project Management Professional Certification –

Six Sigma Greenbelt - Central Piedmont Community College, Charlotte, NC


Web: HTML, JavaScript, VBScript, ASP, CSS, Adobe Photoshop.

Client Server/Windows: UNIX, C-shell, Perl, C, C++, PowerBuilder, Visual Basic.

Mainframe: TSO, COBOL, ISPF, SPUFI, EZTrieve, JCL, Proc, CICS, VSAM.

Software: Quality Center, Visio, SharePoint, TOAD, SQL Assistant, SQL Server Management Studio, MS Office, MS Project.


Tier 1 Bank, July 2018-present

Consultant - Product Owner / Agile BA – Customer Relationship and Wealth Management

Technical BA and Agile Product Owner for proprietary Wealth Management portal and CRM applications. Meet with business for project intake, estimate budget and effort for project requests, write business requirements, negotiate consensus and signoff, translate business requirements into technical requirements, perform data analysis, perform data service and UI mapping, write user stories, create features, produce mockups, groom backlog, perform demos, coordinate with test team, perform functional testing. Tools: Rally, Confluence, MS Office, SOAP Tester, XML, Visio, mainframe.

Mid-Size International Bank, Jan 2018 – July 2018

Business Analyst Specialist – Regulatory Reporting

Support Regulatory Reporting application: Write FRDs, test plans, implementation plans; Coordinate and execute regulatory reporting data quality projects, automation of manual regulatory reporting processes; Troubleshoot and support regulatory reporting IT application. Daily interaction with all levels of staff including business customers, developers, operations personnel, project managers, consultants and external vendor staff.

Interim Consulting, NYC/NJ Nov 2016 – Nov 2017

Consultant - Sr. Business Systems Analyst

TD Bank

Support upgrade of commercial banking account analysis and reconciliation vendor applications over 28 releases: Work within technology team with technical SMEs to document current state system and functions where no documentation exists; Document future state technical requirements; Run whiteboard sessions with technical and business teams.

Sanofi/IMS Health

Decompose and document code to support upgrade of legacy PowerBuilder system to .Net.


Gather information for upgrade of COTS OFAC/sanctions payments scanning software (HotScan): Business, functional and technical/ infrastructure requirements; current and future state business and technical processes; use cases.

New York Life – Sleepy Hollow, NY Mar 15 – Aug 16

Consultant - Sr. Business Systems Analyst - Correspondence Systems

Responsibilities (Systems, Business, Data, Process Analysis; Process Improvement; Platform Upgrade & Migration):

As-Is and To-Be Analysis: Review and document end-to-end current state and propose future state of legacy business and information systems targeted for platform upgrade; Review and document automated procedures, manual procedures, workflows, data flows; Identify gaps; Recommend improvements; Gather and document business requirements; Propose and future state system. Consult on other problem processes to provide guidance, perform root cause analysis and implement solutions.

Confluence, JIRA, .Net, Clarity, MS Office (Excel, Project, Visio, Word, Access, PowerPoint), SharePoint, Mainframe, Oracle, SQL Server.

JP Morgan Chase, New York, NY Jun 14 - Mar 15

Consultant - Sr. Business Data Analyst – Liquidity Risk / Disclosure of Interest

Responsibilities (Systems, Business, Data, Process Analysis; Data & Issue Remediation; ETL; Testing):

Instrument and Client Account Reference data analysis- Liaise between business partners and IT technical teams to acquire new data sources, remediate instrument master and client account reference data quality issues. Work with business partners to elicit requirements and author requirements documents. Work with technical team to design, test, implement technical solutions and ensure solution meets business needs. Author BRDs, FRDs, testing documents. Open and/or remediate defects; Perform data analysis of instrument master waterfall and client accounts reference data. Participate in end to end testing. Oracle, TOAD, MS Office (Access, Excel, Project, Visio, Word), ALM, SharePoint.

Barclay's Bank, New York, NY Nov 13 - Jun 14

Consultant - Sr. Business Data and Process Analyst - Unauthorized Trading

Responsibilities (Systems, Business, Data, Process, Workflow Analysis; Data & Issue Remediation; Testing, System Migration):

Accounts Reference Data systems, Finance Change Management - Perform business and data analysis activities necessary to establish a golden source for trading accounts hierarchy and reference data maintenance from multiple dissimilar systems: identify scope, reconcile/migrate/ synchronize data, decommission legacy systems. Business analysis, BRD, GUI design, detailed data analysis, data flow diagram, data mapping, data transformation rules, proof of concept, business and technical SME interviews, face off with IT and middle office, author and execute test plan and test cases for unit, SIT and UAT.

SQL server, Access, MS Office, Visio, MS Project, TSO, Sybase.

Credit Suisse, New York, NY Jan 12 - Oct 12

Consultant – Sr. Business Systems Analyst - Client Reference Data, Client Onboarding, Account Opening, Dodd-Frank – IB Change Management

Responsibilities (Systems, Business, Data, Process, Workflow Analysis; Data Remediation):

Participate in requirements for new Client Onboarding and Account Opening systems; Perform legal entity data analysis for Dodd Frank; Function as an internal consultant and IT SME: Regulatory and business rules analysis: current/future state analysis and diagrams, gap analysis, BRDs; Business process modeling, data and access entitlements, common modules definition & modeling (SAAS); Data investigation: Data analysis, data mapping across multiple systems, data flow.

Oracle, SQL Server, Access, MS Office, PowerPoint, Visio, Business Objects.

Citigroup, New York, NY Jun 10 - Jan 12

Consultant - Data Analysis Team Lead - Data Management and Strategy

Responsibilities (Systems, Data, Business Analysis; Data Sourcing; Testing; Data & Issue Remediation):

Worked within data services group as Team Lead, Subject Matter Expert and analytical resource responsible for acquiring and analyzing data sources in regulatory reporting automation program to populate enterprise contract, balances, positions data warehouse; Managed a team of 9 on-shore and off-shore analysts; Elicited business and data requirements from customer; Created/maintained project plans; Identified data sources; Reviewed data standards for required elements; Created data maps across multiple data sources to enterprise data warehouses; Reviewed data profiles; Performed gap analysis; Acquired contract and reference data; Conducted analytical discussions and coordinated between business customer, QA, development team; Participated in testing - documented and remediated issues; Presented team status to senior management; Calculated and presented analytical metrics to senior management.

Mainframe, Teradata, Oracle, SQL Server, MS Office, PowerPoint, Access, Visio, MS Project.

Bank of America, Charlotte, NC Apr 08 - Mar 09

Consultant - Sr. Business Systems Analyst - Retail Credit / Basel II - Credit Cards, Mortgage Loans, Car Loans

Responsibilities (Data, Business Analysis; Data Sourcing; Data & Issue Remediation; Testing):

Team member participating in Basel II project as BA representing Basel data warehouse, Responsible for sourcing credit risk data into enterprise data warehouse from origination, servicing and loss/ recovery application systems for input into risk calculator. Gathered and documented business requirements, data mapping, data transformation, participating in JAD sessions, SQL, data verification, problem resolution, root cause analysis. Discovered and resolved errors in project prior to deployment which would have made a $22B portfolio unusable, saving bank $1.1M in correction costs. Six Sigma projects.

Mainframe, Teradata, Quality Center, Oracle, SQL Server, MS Office, PowerPoint, Access, Visio, MS Project.

Wachovia Bank, Charlotte, NC Nov 06 - Oct 07

Consultant - Sr. Business Analyst - Retail Banking / Online Sales & Call Center

Responsibilities (Systems, Business, Data Analysis; Process Improvement; Testing):

IT BA / liaison between business clients and IT staff: Gathered business requirements, translated business needs into system requirements for development and QA teams. Coordinated UAT process; Knowledge transfer to operations team.

Web, client server, Access, .Net, Smalltalk, UNIX, mainframe.

Sr. Technical Analyst - Bank, Finance, Treasury, Balance Sheet Translated business requirements into functional/technical specifications using COBOL, SQL, DB2, EZTrieve, UNIX and Perl.

Health Plan Services, Inc., Tampa, FL Oct 05 - Jun 06

Consultant – Development Team Lead - Insurance Agent commissions, New Business Data Onboarding

Responsibilities (Systems, Data, Business Analysis; Architect Solutions; Issue Remediation; Testing; Coding; ETL; Implementation):

Architected and implemented commissions structure and agent reference data structure (ids, licenses, certifications): Gathered business requirements from external client; Performed gap analysis, data analysis, data mapping, reconciliation; Coded and implemented extract, transform, load programs (ETL); Created and executed test plans, verified results, tracked defects; Directed the activities of 4 programmers; Coordinated systems changes across IT and business areas; Developed reporting and ETL processes.

Access, COBOL, DB2, VSAM, EZTrieve, SyncSort, JCL, SQL, and FTP.

KR Computing, Bergenfield, NJ Oct 02 - Oct 05

Web Designer/Developer - Entrepreneur

Responsibilities (Business Analysis; Coding; Testing):

Gathered business and technical requirements; Produced sample designs; Negotiated client contracts; Provided follow-up support; Responded to client inquiries; Explained technical concepts; Designed, created, and implemented Web sites using HTML, JavaScript, Dreamweaver, Flash, Fireworks, Adobe Photoshop, and Adobe ImageReady.

Lehman Brothers, Jersey City, NJ Jun 98 - Oct 02

Senior Analyst/Developer - Reengineer mainframe systems to Web front end, UNIX and Sybase back end system.

Responsibilities (Systems, Business, Data, Process, Workflow Analysis; Data Remediation; Coding; ETL; Testing):

Responsibilities included gathering business requirements, producing functional and technical documents, creating Web pages using HTML, ASP, JavaScript and VBScript, writing UNIX and Perl scripts, database design, ETL processing, writing and optimizing SQL stored procedures and queries, writing COBOL, DB2 and IDMS programs, performing quality assurance, providing first-line post-implementation support and providing production support for legacy systems.

Consolidated multiple stockbroker ID systems into a single system, allowing brokers a complete view of anticipated and historical compensation. Gathered business requirements, performed initial analysis, created functional and technical documents, designed database structures, created batch interfaces and overnight processing, created Web pages for real-time updates, coordinated data cleanup with business clients.

Created various MS Access databases including table design, queries and reports.

Converted millions of trade transactions from mainframe (COBOL, DB2, and IDMS) to Sybase (ETL processing) - Code and implement extract, transform, load programs (ETL).

Worked with team to set up user entitlements based on brokerage team associations.

Close/reopen month-end processing with broker paycheck calculation and interfaces to payroll and PeopleSoft HRIS: Gathered business requirements, created functional and technical specs, coded Web pages, stored procedures, UNIX and Perl scripts.

View and update broker reference data, calculate paychecks, and set up special compensation deals: Coded Web pages, stored procedures, UNIX and Perl scripts.

Wrote and executed unit, systems, functional, parallel and regression tests.

Participated in creating system manual and training users.

Was responsible for a distributed processing asset management fee system consisting of a PowerBuilder front end and a Sybase and IBM mainframe back end. Duties included gathering business requirements, designing solutions, writing business and technical documents, coding PowerBuilder programs and Sybase stored procedures, training user, providing user support, and performing PowerBuilder version upgrades.

Provided IBM mainframe systems support:

Responsible for all IDMS issues including production support, version upgrades, new programming, and program updates.

Participated in mainframe disaster recovery planning and drills.

Created and maintained COBOL and DB2 programs.

Created systems procedures using MVS/TSO, JCL, FileAid, and SyncSort.

Chase Mellon Shareholder Services, Ridgefield Park, NJ Apr 95 - Jun 98

Development Team Lead – Client, Account, Transaction Data Onboarding

Responsibilities (Systems, Business, Data Analysis; Data Remediation; Coding; ETL; Testing):

Employee Team leader of fast-paced, high visibility, data acquisition and integration process in investor services industry. Coordinated activities of 5 programmers; Performed extensive data analysis including interviewing external SMEs, data mapping, data sourcing; data cleansing, data transformation; data migration; data remediation, data reconciliation; Code and implement extract, transform, load programs (ETL); Create and analyze reports to ensure data integrity.


Brown Brothers Harriman, New York, NY Jun 92 - Apr 95

Development Team Lead – Custody Systems


Employee Lead programmer responsible for maintenance and enhancements to COBOL / CICS / VSAM / IDMS global custody application. Designed, coded, and implemented systems to extract data, create, and send SWIFT messages. Designed, coded, and implemented client custody statements. Code and implement extract, transform, load programs (ETL). Provided overnight, first-line production and disaster recovery support. Wrote functional and programming specifications. Interviewed and trained new hires. Coded and implemented programs.

I help business leverage data and technology.

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