Post Job Free

Resume

Sign in

Sr. BA/PM

Location:
Ossining, NY
Salary:
100/hr
Posted:
April 17, 2019

Contact this candidate

Resume:

Edward C Pirc

Home: 914-***-****; ac84kq@r.postjobfree.com; Ossining, NY 10562

Executive Profile

Extensive Business Analyst/Project Management experience in investment banking with a strong finance background.

Currently at UBS for 4+ years as Ops F2B lead defining and implementing new FBSEPS IHC related funding flows.

Career highlights include but not limited to 10+ years regulatory reporting; creating and managing EDF Man FX desk, and all BNY Y2K UAT. Heavy QA and project management experience with regulatory, credit risk, general ledger, financial reporting and treasury applications. Broad and deep experience with all aspects of the SDLC from planning through implementation and support, including requirements gathering, documentation, all QA functions, reporting, and change control. Hands on accounting, regulatory, treasury, risk with futures, derivatives, foreign exchange, IRS, and OTC.

Passed CPA Exam (CPA); Project Management Professional (PMP); Certified Software Test Engineer (CSTE)

Professional Experience

UBS – Business Analyst Investment Banking March 2015-Present

Perform business analyst and project management functions related to implementation of the FRB FBEPS policy.

Operations Change lead for F2B UAT and implementation of all unsecured funding new business initiatives.

Project Managed creation of new UBS branches across twenty systems engaging global development teams.

Created and implemented new booking model for USD and non-USD funding as mandated by FRB FBEPS.

Responsible for all testing including test cases, environment setup, and validation through GL.

Defined all ledger postings across multiple ledgers and created T-account for all initiatives.

Production related support including issue resolution, account opening, SSI’s, and reconciliation setup.

Citigroup – Business Analyst Investment Banking July 2014-Feb 2015

Performed various business analyst functions CCAR aggregation and reporting applications for stress and scenario results applied across business and geographical lines.

Responsible for all testing aspects including planning, test cases, execution, reporting, and release confirmation.

Responsible for testing/confirming XML passes FRB edit check prior to submission.

Deutsche Bank – Business Analyst Investment Banking Jan 2014-June 2014

Performed various business analyst functions CCAR aggregation and reporting application

Created business requirements specs for various CCAR Y-14A schedules.

RBS Americas –Business Analyst/ Project Manager Investment Banking Oct 2012 – June 2013

Performed various business analyst and project manager functions for Finance department with in major multi-phase, multi-year General Ledger/sub-ledger conversion spanning multiple locations and departments.

Responsible for all testing aspects including planning, test cases, execution, and reporting across various Finance departments including Financial Reporting, Planning & Analysis, Regulatory, and Tax

Assisted various departments in preparing test cases to correspond with requirements matrix.

Managed requirements traceability matrix and obtained signoff for all Finance departments.

Defined exit criteria for various stages and coordinated project signoffs at each stage.

Management reporting including metrics, test status, RAID log, defect list, and runbook updates.

RBS Sempra Commodities – Business Analyst /QA Lead Energy Trading July 2005 – June 2011

Responsible for delivery and quality assurance of all credit, treasury, risk, and invoicing applications for global energy trading firm. Participated in all phases of the SDLC including requirements definition, status updates, and acceptance.

Major system implementations include Global Margin and Interest, CAPS (treasury), BAAR (invoicing), Letter of Credit, Counterparty Exposure, Potential Peak Exposure, Credit Risk by Product, and various reporting tools.

Provided g/l mappings and guidance to various development teams in role of user advocate.

Coordinated the defining, prioritizing, scheduling, and executing of all credit application development and release directly with Director of Credit and Development Management in weekly meetings.

Responsible for change control, final authorization, and release notes for all promotions to production.

Worked with Operations and Finance department and developers to plan and perform testing of various operations and accounting application used to process bulk invoicing and reporting.

Post production training and support, audit requests, BCP, PMO, and automated testing.

Enterprise Solution Providers – Project Manager/Business Analyst July 2004 to June 2005

Managed team of four responsible for creating and tracking procedural documentation for client Morgan Stanley.

Tranzact - Quality Assurance Director Software Development March, 2001 – July, 2004

Hands on testing and managing six Quality Assurance professionals supporting third party contracted software development for DirecTV and in-house telemarketing and direct sales initiatives.

Participated in all aspects of the SDLC and chaired daily change control meeting.

ASKARI (Subsidiary of State Street) - Director Risk March, 2000 - March, 2001

Managed QA department and all QA requirements for positional risk management applications (VAR).

Worked with development manager to define, plan, and execute incremental releases.

Bank of New York – Vice President User Acceptance Testing Custody 1996-2000

Responsible for managing and executing user acceptance project teams through the initiation, planning, execution, control, implementation and closure phases of all global and domestic custody projects.

Created test plans and managed all Y2K and EURO testing for Internet and locally installed software, including management of team of twenty testers and consultants. Participated in and chaired daily/weekly status meetings.

E D & F Man Inc. - Treasurer/ Vice President Finance 1987-1996

E D & F Man Capital Inc. Foreign Exchange Trading 1991-1996

Responsible for all accounting and operational functions from ticket processing through audited financials, including but not limited to financial reporting, risk management, banking, systems development, and internal and external audit.

Defined, designed, tested, and implemented integrated trading and accounting system.

Created and developed accounting and operational infrastructure for firm from inception.

Managed all trading desk risk including responsibility for margin, forwards, interest, client rollovers, counterparty, settlement, position and operational risk.

Responsible for financial reporting and maintenance of multi-currency general ledger

E D & F Man Coffee/Cocoa Inc. Coffee and Cocoa Trading 1987-1991

Managed the accounting, traffic, operations, and trading administration departments. Regulatory reporting (1-FR).

Responsible for all areas of operational and financial risk including regulatory reporting.

Managed the centralization of the group treasury function resulting in the elimination of fifty unnecessary bank accounts and increased effectiveness in use of funds.

Elders Futures Inc. - Cash Manager Futures Brokerage 1985-1987

Managed all cash operations including the daily investment of $100M of capital and segregated funds. Developed and maintained banking relationships and internal control, policy, and procedure. Regulatory reporting (1-FR).

Automated all treasury functions and developed and implemented settlement procedures.

Position expanded to include establishment and management of foreign exchange and loan portfolio operations and accounting for Elders Finance Inc.

DLJ Futures Inc. - Accounting Manager Futures Brokerage 1983-1985

Prepared and reviewed monthly and annual GAAP consolidated financial statements, regulatory reports, and daily and monthly management reports.

Managed department of twelve accountants and coordinated global accounting, including development and implementation of global accounting policy and procedure.

Prepared and submitted the 1-FR. Provided documentation and guidance to COMEX and CFTC auditors.

Developed and enhanced system for timely and accurate daily P&L estimates.

Education/Other

Le Moyne College Syracuse, NY

B.S.Accounting

Microsoft Office; Microsoft Project; SQL; Oracle; Mercury; JIRA; HPQC; Remedy; Toad; Rational



Contact this candidate