Financial Services Professional - BA/PM

908-***-**** Daniel J. Goldwyn ******.*.*******@*****.***

PROFESSIONAL EXPERIENCE

HSBC Private Bank, New York, NY March 2015 – Present

Senior Consultant (Contract)

Member of GPB Transformation assisting with the implementation of two cross-divisional programs: Global Standards and Greenfield.

Conducting gap analysis between Group level procedural expectations versus local level procedure & policy.

Coordinating mandatory trainings for the division per program and monitor requirements.

Maintaining management reports through project tool Clarity/Open Workbench.

Preparing PowerPoint presentations monthly for various PMO Heads and Executives.

Documenting workflow processes in Visio and operational improvements through departmental protocols.

Engaging in additional tasks such as creation of BRDs, UAT test cases, data remediation, etc.

JPMorgan Chase & Co, New York, NY June 2014 – March 2015

Business Analyst (Staff)

BA responsible for key reports, metrics, and analyses that are required to manage the legal discovery process.

Managing the document review quality control report, as well as administrating SharePoint needs

Coordinating key department metrics such as document culling, search term analysis, and second pass review (automated through Macros)

Coordinating with vendors and internal term to manage first pass review overturn report

Preparing PowerPoint presentations monthly

Documenting workflow processes in Visio and operational improvements through departmental protocols

Engaging in special projects i.e. spend analyses, budgeting, forecasting

Credit Suisse, New York, NY January 2014 – June 2014

Business Analyst (Contract)

BA for the OTC Operations Change team, responsible for the design, testing and support of the OTC Operations workflow applications for our existing business, including new products that the business considers, as well as for any Regulatory Reporting enhancements required through the CFTC and ESMA.

Instrument and data analysis to incorporate into business requirements documentation

Analyzing current workflows to determine whether any control gaps exist and propose solutions to eliminate any gaps

Collaborating with IT to provide detailed specifications for requested enhancements.

Documenting User Requirements and Test Cases for enhancements into project tool HP ALM

Ensuring all SDLC phases are completed and defects are mitigated in proposed versions

Training staff on new system enhancements prior to go-live date and provide support for ad-hoc requests

Morgan Stanley, New York, NY September 2012 – January 2014

Business Analyst (Contract)

Ensuring that business objectives are fully incorporated when defining and delivering IT related projects to the Alternative Investments Business, including hedge funds, private placement, and managed futures

Understanding industry best practices in functional business areas in order to leverage business processes, driving improvements in work flow and applications

Representing the department throughout PWM Conversion (divisional data integration) as a Business Analyst stakeholder

Conducting User Test Planning and User Acceptance from business requirements in UAT, QA, and Dev test environments

Participating in cross company projects to connect front, middle, and back offices

Utilization of SharePoint and HP Quality Center: uploading and generating reports for business intelligence and content management matters

Bank of New York Mellon, Somerset, NJ April 2012 – September 2012

Business Analyst (Contract)

Church & Dwight, Princeton, NJ January 2011 - December 2011

Financial Analyst (Work Study/Contract)

Rider University, Bachelor’s of Science: Finance May 2011

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