Nina Zaritsky

ad0w7k@r.postjobfree.com 201-***-****

Business Analyst/Product owner / Project Manager

Summary:

Senior Business Analyst, Project Manager, Product Owner, Certified Scrum Master with 10+ years of experience in coordinating and managing teams Onsite and Offshore models.

Proven record of successful delivery of new software products, re-engineering and upgrading legacy systems for major financial institutions.

Over 20 years of extensive experience in complete Software Development Life Cycle (SDLC) including System Requirements Collection, Architecture, Design, Coding, Development, Testing. Maintenance and Enhancement in variety of technological platforms.

Good experience in Data Modeling with expertise in creating Star & Snow-Flake Schemas, FACT and Dimensions Tables, Physical and Logical Data Modeling.

Experience in understanding Stored Procedures, Stored Functions, Database Triggers, and Packages.

Good Data Warehousing concepts including Meta data and Data Marts.

Sales Force and Data Stewardship using Talend

Strong written, verbal, reasoning and inter-personal skills.

Hands-on technical skills in various client-server, middleware and database technologies.

Experience managing projects and resources across multiple regions in dynamic and high pressure environments.

Highly skilled in elicitation, analysis, validation and documentation of functional and testing requirements in a global, multi-region business.

Proven record of success as a liaison between Business and IT departments with exceptional communication and organizational skills.

Brokerage Industry Expertise: Capital Market, Institutional Delivery, Settlement, Clearance, Client Reporting, Fixed Income, Common Asset Reporting, Asset Management, Wealth Management.

Project Tools: UML, Microsoft Office: Word, Excel, Visio Professional, MS Project, PowerPoint; SharePoint, HP Quality Center – ALM, JIRA.

Methodologies: Agile, Waterfall, RUP, RAD

Database: SQL, DB2, Oracle, Data warehouse.

Programming Languages: COBOL, CICS, DB2, MQ series, HTML, XML

Morgan Stanley, New York, NY 09/2022– 02/2023

Senior Business Analyst

MUTUAL FUNDS NETWORKING / WEALTH MANAGEMENT

Did detailed research to Mutual Fund settlement and brought up solutions how to build a new system LIBRA which is a combination of MS Mutual Funds and ETRADE Mutual funds networking.

Worked on Marginable and Non Marginable functionality for Mutual Funds on Account and Fund Level.

Collected Business Requirements and translated it into Technical Requirements.

Performed wide gap analysis and made suggestions how to remediate it.

Did extensive SQL research and analysis in analyzing Morgan Stanley and E*TRADE mutual funds systems finding similarities and differences. Created extended XLS documents to put current and future state of the project into prospective.

Collaborated with different departments to develop a most useful solution for special accounts.

Created and presented a visual models to develop and validate requirements for Marginable and Non Marginable Mutual funds.

Participated in Data quality on both Morgan Stanley and E*TRADE level.

Did reverse engineering for Mutual Funds Margin requirement and brought this logic to distribution site. Planned and managed bug fix and enhancement releases.

BlocX, New York, NY 05/2019 – 03/2022

Senior Business Analyst / Project Manager

BLOCKCHAIN CREDIT CARD PAYMENT PROCESSING

Working with one of the major Credit Card Processing system to bring Credit Cards Transaction processing/settlement into Blockchain space using Ethereum Protocol. Worked on multiple XLS documents to summarize current and future state of the project. Was heavily involved in Data Quality for transaction settlement on Blockchain.

Transaction will be settled in Stable Tokens using Blockchain space which will benefit customers, merchants and processing company. Increase security of the transaction and drastically decrease fraud.

Lazard Asset Management, New York, NY 06/2018 – 04/2019

Senior Business Analyst

CLIENT MASTER SYSTEM / ASSET MANAGEMENT

Build Client Master System. The book of records of all Lazard Flows and AUMs around the world. Client Master System is the main feed into Sales Force and Business Intelligence AUM Reporting. Feeds are collected from around the world including America, EMEA, and Australia. All AUMs and Flows must be reported into Client Master System. Validation should be made to ensure validity of data and its daily usage for Sales Force and for AUM Reporting for upper management.

• Served as a Scrum Master for cross functional team developing application for Sales Force and BI system.

• Communicated Project requirements, business issues and Solutions. Made recommendations.

• Converted business requirements into functional backlog using JIRAs. • Works with Business and IT team to document requirements via EPICS and capabilities into JIRA Align.

• Responsible for managing Scrum Team to manage Product Backlog and ensure deliveries of functionalities within two weeks Scrum cycle.

• Daily collaborated with business around the world to ensure delivery of AUM and Flows data

• Responsible for data analysis, project planning, gap analysis and data mapping, all business analysis, data functions/artifacts, documentation and implementation.

• Created and maintained test cases for UAT testing.

• Conducted UAT testing with stakeholders and business users.

JPM Chase, Jersey City, NJ 07/2015 – 05/2018

Senior Business Analyst

FUND MANAGEMENT DATA WAREHOUSE / INVESTMENT MANAGEMNT

FMDW – Fund Management Data Warehouse keeps track of all JPMCC Mutual Funds sold by Intermediaries and calculates their performance on a Fund, Account, and Line of Business level for financial reporting. Provides billing with necessary information.

Based on the information provided by Business Objects reporting and Analytic Tools like QlikView and QlickSense, finance is able to analyze find performance and make informative decisions about finds performance.

• Collaborate with finance and business to analyze requirements and develop the most optimal

Solutions for Data reporting.

• Validate requirements and gathered all necessary approvals.

• Design and implement data integration modules for Extract/Transform/Load (ETL) functions.

• Contributed to data warehouse design.

• Experience with various ETL, Data warehousing tools and concepts.

• Identify process improvements or gaps internally that impact Reference data

• Provide support and escalation for Reference Data India

• Plan and lead current Sprints using Agile methodology as well as Kanban methodology.

• Actively participat in a system test and UAT test.

KPMG LLP, Montvale, NJ 10/2014 – 03/2015

Risk Systems Business Solutions Analyst

GLOBAL RISK APPLICATION/INTEGRAGED BUISNESS SOLUTION

PARTNER ROTATION SYSTEM

Track multiple rotation requirements dictated by regulations, allows partners to verify their roles on engagements and enables leadership to perform partner succession planning to comply with local and global regulations.

• Gathered and analyzed global business requirements, was a major contributor towards the design and

implementation of the solution.

• Lead functional analysis on the SAP integration with existing internal risk systems –

designed Integrated solution, developed business and functional requirements documentation, oversaw

implementation and testing.

• Analyzed and prioritized issues, participated in enhancement planning and budget estimation efforts.

• Defined and manage scope and business requirements of enhancements.

• Provided all necessary business and functional documentation, including formal BRD, FRD, as well as

supporting Use Cases, process flow diagrams, state diagrams.

• Reviewed documentation/system and enhancement implementations with adoption team.

• Closely participated in testing of all enhancements.

• Performed requirements and implementation walkthroughs and playbacks with business users,

adoption and support team using Power Point presentations.

NEXT GENERATION GLOBAL CEAC (Client & Engagement Acceptance and Continuance) offers superior automation of the client and engagement evaluation process, a key component of K pre-engagement procedures. NGGC ensures that real benefits are provided to all member firms deploying the tool.

• Was responsible for completion of all business and functional requirements, integration design.

• Managed development, testing (system, QA, integration, UAT, stress) and production rollout.

• Organized the support structure, analyzed and managed production problem resolution.

• Planned and managed bug fix and enhancement releases

• Played a significant part in a post-production performance study (NGGC, Sentinel, IBS)

Verizon Wireless, Orangeburg, NY 11/2011 – 05/2014

System/Business Analyst Information Technology

REVENUE GAP PREVENTION- prevent customers from switching between plans when promotional

phone was purchased. Implementation of this project resulted in 25% of Revenue Loss prevention.

• Analyzed customer base with the goal of preventing loss of revenue.

• Elicited and documented requirements and business logic.

• Created and presented visual models to validate requirements with the stakeholders.

• Followed up with SMEs and kept track of open issues and action items.

• Identified, categorized, and ranked project risks. Developed risk management strategies.

• Participated in a system test and UAT test.

FAMILY LOCATOR - Enables Verizon customers to use their phones to track location of the other plan

participants.

• Run calls with business users to collect all rules for Family Locator functionality.

• Gathered functional requirements and produced them into technical specification.

• Produced use cases, UML diagrams, error messages, business rules and non-functional requirements.

• Closely worked with developers and testers in India to insure functional requirements are met.

• Wrote SQL queries to pull out specific account data.

• Participated in assembly of training and adoption documentation activities

UBS Financial Services, Weehawken, NJ 2002 – 07/ 2011

System/Business Analyst

PORTFOLIO MANAGEMENT REPORTING SYSTEM / WEALTH MANAGEMENT Reports on account or client level to help portfolio managers to manage client accounts more effectively.

Examples of the Report are Client Return Summary report, Mutual Fund report, Funds vs. Funds,

Realized Gain/Loss report, Unrealized Gain/Loss report, Fixed Income report, High Net Worth individuals report and many others.

• Analyzed the way data should be displayed on a different reports for particular Asset Class or

combination of Asset Classes.

• Used GUI interface prototyping to create Mock-ups for user approvals.

• Wrote and used SQL queries for data analysis.

CLIENT POSITION SYSTEM - Data from Client Position system was used by Portfolio Reporting system to produce customize performance reports for eligible accounts.

• Performed data analysis of multiple data from different sources.

• Liaised with business, compliance, operations in managing the IT relationships.

• Actively participated in data modeling and business modeling working with Data Molders and DBA’s.

CLIENT INTEGRATION WEB SERVICE SYSTEM – ADVISORY SYSTEM was used by FAs to help clients with their financial planning for individual clients based on clients personal data.

• Conducted Requirements Analysis with the business users to come up with the best decision.

• Met with users to come up with the best possible UI solution.

• Wrote test plan specifications and monitored Integration, System, and UIT testing.

ASSET CLASSIFICATION SYSTEM – data base that classifies the firm’s securities according to the firm product.

• Developed standardized clear definition for different types of assets working closely with Equity,

Fixed Income, and Alternative Investments. Also Legal/Compliances departments.

• Performed data analysis and manipulation using SQL queries.

CUSTOMER RELATIONSHIP MANAGEMENT SYSTEM – Customer relationship management where a business or other organization administers its interactions with customers,

• Conducted Requirements Analysis with the business users to come up with the best decision..

• Wrote and used SQL queries for data analysis.

• Keeps trac of prospects and clients updates.

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The Depository Trust Company/Omgeo LLC New York, NY 09/1997– 11/2001

Senior Programmer Analyst

INSTITUTIONAL DELIVERY SYSTEM – Trade System for Institutional Clients. Settlement and post settlement processes.

• Owned issues, risks, dependencies and action items, responsible for project status reports and sign-offs.

• Created testing, followed up with issues/change control documentation

• Was involved in projects through the entire SDLC.

Prudential Securities New York, NY. 03/1996 – 09/1997

ProgrammerAnalyst

Worked on development and implementation of a Continuing Education System for financial advisors as

per NASD Regulations. (COBOL,DB2,CICS,JCL, VSAM)

• Heavily interacted with users to understand, document and implement NASD requirements.

• Created Real-Time and On-Demand Management reports to monitor FA Participation using SQL and

Excel.

Education:

Bachelor of Science–Corporate Finance and Accounting

(Institute of National Economy, Kiev, Ukraine) 1986-1990

ChironBusiness Solution– Advanced BusinessAnalysis course 2012

Series7 (not active) / CFA level1 completed

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