Quality Assurance Data

Richard J. Cohen

********@*****.***

845-***-****

Support / Analyst

Extensive background in all phases of financial processing from both technical and business perspectives - displaying loyalty, effective communication skills, initiative, and the ability to work under pressure.

Professional Competencies and Skills:

Root-cause Analysis

Critical Thinking

Problem Solving

Reference Data

Software Development

Quality Assurance

Trade Settlement

Excel

SQL

Professional Experience

Merrill Lynch / Bank of America 1992 – 2015

Technology liaison with clients and business users for system supporting trading activity, maintenance of client’s books and records and regulatory reporting.

Lead researcher for all client issues and questions concerning file data submissions, data integrity, and accuracy of client reporting. Responsible for timely responses back to clients with detailed explanations of Merrill Lynch processing, calculation methodology, and initiating projects for system remediation.

Reference Data (Account data, Security Master, Pricing, Broker ID): creating reports in EXCEL, research and verification of data accuracy

Lead developer for new client on-boarding, including verifying data integrity, setting up client deliverables (reports back to clients), and on-going client assistance.

Wrote test plans and performed Quality Assurance testing for new system processing real-time trade feeds from national trading exchanges.

Led training of team members, overseeing their assignments, progress, and adherence to standards and best practices policies.

Created documentation that detailed procedures for new system installation; created new project recommendations, giving precise development instructions.

First responder for technical outages, providing immediate resolutions allowing for daily operations to continue with minimum delay, including fixes for software bugs.

Education

Northern Illinois University; BA

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