Technical Business Analyst

STEPHEN G. KITSKO

*** ********* ****** ● Metuchen, New Jersey 08840

732-***-**** ● ********@*******.***

BUSINESS ANALYST

Accomplished technical business analyst leading projects providing portfolio accounting, reconciliation, and trade

order management solutions for major financial firms. Creates business and functional requirements documents,

technical specifications liaising between stakeholders and developers. Expertise in reconciliation design and

configuration, referential data, process modeling, SQL, test plan design, and functional and UAT testing.

Reconciliation ● Data Sourcing ● Business, Functional and Technical Requirements ● Business Rules Testing ●

UAT Testing ● Translation Import/Export ● Referential Data ● Data Mapping Analysis

PROFESSIONAL EXPERIENCE

Independent Consultant, Financial Services Industry 2009-Present

Representative Client List:

American Stock Transfer, Brooklyn, NY ● August 2014 – January 2015 ● Business Analyst.

Six month project implementing the Fiserv Frontier tool into AST’s Equity Plan Solutions subsidiary.

• Analyzed business and application requirements to create technical specification documentation.

• Designed, developed, and configured company reconciliation structure in Fiserv (CheckFree) Frontier

consistent with existing company business rules and structures.

Fannie Mae, Washington, DC● January 2014 – July 2014 ● Business Analyst

Seven month portion of a major internal systems re-engineering project testing the reconciliation processes.

• Coordinated the user acceptance testing (UAT) of the Fiserv Frontier Reconciliation tool.

• Supervised test case writing and dataset gathering for UAT

•. Developed sample data sets for capital markets business rules testing

State Street Corporation, Princeton, NJ● May 2013 – November 2013 ● Business Data Analyst

Seven month staff augmentation project to assist the firm in onboarding a new client of the firm’s software as a

service portfolio accounting system.

• Identified and defined preventative and detective controls needed to add new customers to the firm's

investment management back office portfolio accounting outsourcing service.

• Wrote SQL queries to research and resolve data anomalies in the data warehouse.

Morgan Stanley, New York, NY ● September 2012 – February 2013 ● Business Analyst

Backfilled as a research BA to assist the data architect in re-engineering the corporate data model.

• Wrote SQL queries to enumerate client referential data

• Defined and verified referential data elements for system developers consistent with system architecture

and business rules.

National Financial Services, Boston, MA ● July 2012 – September 2012 ● Business Analyst

Backfilled for a BA who left mid project. The purpose was to write the BRD to on-board a new client of the firm.

• Developed and captured business requirements for retirement account processing.

• Prepared use cases, wire frames, and functional specs for proposed new functionalities consistent with the

client’s customer’s business rules.

TIAA-CREF, Charlotte, North Carolina ● December 2011 – March 2012 ● Business Analyst Subject Matter

Expert (SME) comparing and evaluating Fiserv (CheckFree) Frontier and Trintech ReconNet with the goal of

drawing a roadmap to rationalize the reconciliation platforms and processes.

• Analyzed and documented the end-to-end reconciliation process.

• Constructed a matrix comparing the features, weaknesses, and license fees of the two systems.

STEPHEN G. KITSKO ● Page 2 ● ********@*******.***

SOCIETE GENERALE, Jersey City, New Jersey ● July 2010 – August 2011 ● Analyst/Developer

Upgraded automated reconciliations in Fiserv (CheckFree) Accurate NXG version 2.10 to version 2.12 as part of

the firm’s upgrading of its portfolio accounting system.

• Analyzed business and application requirements to create technical specification documentation.

• Wrote SQL queries against large scale data bases to test validity of reconciliation match rules for equities and

equity derivative trading.

• Developed data import and reconciliation scripts testing the business rules using the NXG scripting language.

CIT, Livingston, New Jersey ● October 2009 – July 2010●Business Systems Analyst (Consultant)

Responsible for the overall build out of the end user functionality within the Fiserv (CheckFree) Accurate NXG

Recon application.

• Developed driver generator scripts used to setup initial mapping of file layouts to Fiserv values.

• Set up and maintained reconciliation pass matching rules used to support reconciliation types.

• Developed user acceptance testing (UAT) for rollout into production environment.

NEW YORK LIFE INVESTMENT MANAGEMENT, LLC (“NYLIM”), EQUITY INVESTORS GROUP,

(formerly Towneley Capital Management, Inc.) New York, New York ● 1993 – 2008

Investment subsidiary of New York Life Insurance Company with ERISA assets near $18B.

Senior Business Systems Analyst

Led IT projects and provided systems support for daily operations using the Systems Development Life Cycle

(SDLC) process. Wrote detailed functional requirements and use cases for implementation of Charles River trading

system and CheckFree Recon reconciliation system. Wrote SQL queries to support traders and portfolio

managers to help maintain and troubleshoot referential data and resolve issues. Wrote technical requirements

documentation and test scripts for the upgrade from Charles River version 7 to version 8.

• Developed and documented business rules test cases and use cases for traders.

• Developed user acceptance testing (UAT) and test scripts for Charles River Trade Order Management System

(CRD) upgrade to version 8.

• Supported the trading desk, assisting with Charles River and portfolio accounting issues.

• Documented the data import/export flows between Charles River and the portfolio accounting system.

• Mapped and documented referential data to migrate from Security APL portfolio accounting system to Advent

Geneva. Developed test plans using quality assurance (QA) methodology.

BUSINESS KNOWLEDGE SKILLS

Financial Analysis ● Portfolio Accounting● Equities ● Fixed Income (Corporates, Governments, Munis), Equity

Derivatives ● Market Data/Analytical Services (Factset, Bloomberg, Instinet) ● Capital Markets ● Portfolio

Management ● Back Office Processing ● Front Office Processing ● Client On-boarding

TECHNICAL SKILLS

Fiserv (CheckFree) Accurate NXG Recon ● Fiserv (CheckFree) Frontier ● Charles River Trade Order

Management System (CRD) ● CheckFree Security APL ● Advent Geneva ● Visual Basic Assistant ● WinBatch

Macro Language ● HP Quality Center ● SQL (Microsoft & Oracle) ● Microsoft Office (Access, Excel, Word,

PowerPoint ● Microsoft SharePoint ● Microsoft Project ● Microsoft Visio

EDUCATION

Master of Business Administration in Finance Temple University, Philadelphia, Pennsylvania

Bachelor of Science in Business Administration Drexel University, Philadelphia, Pennsylvania

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