Basking Ridge, NJ *****
Technologically savvy and highly analytical professional with extensive experience of over 20 years in Fortune 500 companies. Delivered innovative solutions to complex business needs and achieved consistent positive results. Proven track record of excellent communication skills, detail oriented, and effective team player. Experience with consulting work and extensive experience in the Financial Services industry. Expertise includes Functional Specifications, Metrics, Testing Cycles, Training, Liaison with Lines of Business and Programmers, Problem Solving and Project Management. Proven professional who has managed from 1 to 25 professionals on mid to long term projects.
T ECHNICAL SUMMARY
HARDWARE: Oracle, Peoplesoft, Cognos, Advent, Rolf and Nolan, SAP, and various Trading and Proprietary systems including: Portia, ING Fixed Income, Citigroup Fixed Income, Merrill Lynch Fixed Income
OPERATING SYSTEMS: Windows, OS/2, Macintosh
CONCEPTS: Project Management PMP, Business Analytics, Problem solving, Functional Specifications, Metrics Analysis, Test Cycles, Training of staff, Powerpoint/Vizio Presentation to Executives upon completion of project, Consulting on a contingency basis to ensure the smooth transition upon going live. PROFESSIONAL EXPERIENCE
Lifetime Athletic Berkeley Hts, NJ 2012 - 2014
US leader in Luxury Health Clubs, currently 119 health clubs in US. Project Manager/Business Analyst
Worked to implement the Cognos system into all their locations across the U.S. Functional Specifications and Technical Specifications with all aspects of the industry. Learned Metrics in order to maximize profit margins. Met with various staff to determine specifications for the new system. Analzed complaints and needs to figure out the best way to create the ideal system.
Premier Brands Montville, NJ 2010 - 2012
Leader in regional location to identify the best products all over the globe for various skin types and needs, utilizing the best in technology to span the world to find products that are environmentally friendly, Paraben free, no cruelty on animals which are cost effective that the average consumer can afford.
Worked as a Business Analyst in the skincare industry. Gathered Functional Requirements from various staff to implement the ideal POS system. Worked to learn Metrics within the industry to maximize the most profits for each service and lines of products. Interaction with Programmers and Personnel so that we can effectively design the best system for their needs to increase profitability for the growing field of baby boomers that want to look their best.
Royal Bank of Canada New York, NY 2008 - 2010
One of the premier Investment Banks in Canada and leader in the Financial Services industry.
Worked as a Business Analyst on the Fixed Income Desk. Gathered Functional Specifications, Metrics, Created Test Cycles, Created team to train staff and Contingency Team upon going live. Liaison between Lines of Business and Traders/Portfolio Managers to gather Functional and Technical Specifications to enhance what was already in place. Created Test Cycles so that we can test the system while the enhancements are being added according to specifications. Vizio presentation to management to re-establish what was completed with project. JPMorgan Chase New York, NY 2005 - 2008
One of the Premier Investment Banks in the U.S. and Global. They specialize in Broker Dealers, Mergers and Acquisitions, and Research and Analysis. Performance Measurement Analyst, Project Manager, Business Analyst Worked as a Performance Measurement Analyst on the Fixed Income Trading Desk. Daily P&L, Reconciliation, Researching Trade Breaks, Interaction with Front and Middle office. As a result of the Merger, I was hired to work as a Project Manager/Business Analyst to gather Functional Specifications for the new General Ledger system, Test Cycles, Powerpoint/Vizio for the management regarding Deliverables and Metrics. Training for staff of new enhancement in system and weekly meetings to determine Metrics. Contingency staff prepared for going Live. Remained on staff as a Consultant on going Live for staff that needed additional training. Credit Suisse New York, NY 2002-2005
One of the Premier Swiss Investment Banks in the world that specialize in Mergers/Acquisitions, Broker Dealer with Equity, Fixed Income and Derivatives Trading. Business Analyst/Project Manager
Worked as a Business Analyst/Project Manager on the Fixed Income desk. Gathered Functional Specifications from Traders/Portfolio Managers and translated them to the programmers. Follow up meetings conducted every other day so that key people of the project can be briefed on the Deliverables of each Phase of Project. Updates to Management conducted on a Monthly Basis via a phone conference and meetings. Test Cycles created to follow up with programmers on their Metrics and to keep track of personnel. Training conducted of personnel and staff weekly so that transition will be smooth to the new system. Contingency staff in place prior to going Live. Kept on project as a Consultant upon going Live for questions and any issues. Merrill Lynch New York, NY 1999 - 2002
One of the former Premier Broker Dealers and Investment Banks globally that specializes in Brokerage, Asset Management, Research and Analysis. Project Manager/Business Analyst
Worked on a Proprietary Equity Trading System Project. Met with personnel to determine Functional Specifications. Interpreted Specifications to Programmers who made a determination if they were able to create those enhancements to the new system. Daily meetings with staff regarding status of project and deliverables. Monthly meeting with Management to discuss status of project and explanation of personnel involved and deliverables. Training conducted to personnel and staff in according to Test Cycles. Contingency team prepared and hired prior to going Live. Citibank New York, NY 1995 - 1999
One of the Premier Global Investment Banks. They offer Brokerage, Asset Management, Research and Analysis with a presence worldwide. Performance Measurement Analyst/Business Analyst
Worked as a Performance Measurement Analyst on the Fixed Income Desk. Daily P&L and Research of Trade Breaks between Front and Middle office. Monthly Close of P&L and Reconciliation. Implementation of Portia Trading System. Gathering of Functional Specifications from Lines of Business to determine the best enhancements for Fixed Income Trading System.
Dean Witter Intercapital New York, NY 1991 - 1995 Broker Dealer with Global presence and Asset Management, Research and Investment Banking.
Intercapital Accountant and Financial Analyst
Daily interactions with Mutual Fund Portfolio Managers for P&L for their Portfolios on a daily basis. Investigations and Research regarding Trade Breaks utilizing the Bloomberg terminal and interaction with Middle office. Monthly close on all positions. Streamlined daily analysis by building Macros in Excel. Education
Rutgers University-Douglas 1986 - 1992
B.A. in Accounting and Finance
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