Software Engineer Financial Analyst

Jiannan Wu

(***) *** - ****

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

CERTIFICATES

Certified Blockchain Expert 2020

CFA (Chartered Financial Analyst) 2014

Oracle Database SQL Certified Expert 2012

EXPERIENCE

Wells Fargo, New York

Lead Software Engineer / Architect Consultant 2022 – Present

• Lead the regulatory reporting tool transition project on BHCs

• Implemented Last Mile Reporting as tactical solution for multiple reports, weekly 2644/2900, quar- terly Y9C/031, 2314/11, 2866.

• Design and Implemented General Ledger logic for strategic solution for multiple reports, weekly 2644/2900, quarterly Y9C/031, 2314/11, 2866.

• Built multiple customized reports - variance, extract, reconciliation and etc.

• Design and implemented Instruments logics for Y9C/031 reporting Barclays, New York

Senior Software Consultant 2015 – 2022

• Collaborate with Controllers to interpret the changes of regulatory rules on IHCs from bank regulatory authorities

• Develop firm wide regulatory reporting

• Requirement analysis and data modeling

• Design and implement business and IT logics

• Develop regulatory reports using Axiom Controller View - work on Data Sources, Data Models, Shorthands, Portfolios, Aggregations, Free Form, Tabular Report and Workflows

• Migrate Axiom components among multiple environments

• Update database and Autosys jobs to configure settings

• Perform unit testing and support SIT, UAT cycles

• Major form development projects

• Built FR Y-9C form in house from scratch

• TIC-B forms remediation

• Continuously support form changes and enhancements of FR Y-9C, TIC-B, FOCUS forms

• Lead, manage and train developers in the team

Capgemini, New York

Senior Manager 2017 – Present

Manager 2015 – 2016

• Expanded business to RBC, BNP Paribas, MUFG and Wells Fargo

• Manage team resources globally - US, Canada, India Goldman Sachs, New York

Analyst Developer 2013 – 2014

• Collaborate with Controllers and Financial System Analysts to interpret the changes of regulatory rules on BHCs from bank regulatory authorities

• Data warehouse and application development for firm wide regulatory reporting

• Development of FFIEC 101, HC_R of FR Y-9C and RC_R of FFIEC 031

• Requirement analysis and data modeling

• Developed regulatory reports using Axiom Controller View

• Migrated Axiom components among multiple environments

• Performed unit testing and support SIT, UAT cycles

• Updated database to configure settings using Aqua Data Studio

• Updated shell scripts to configure settings in Linux environment

• Major form development projects

• Continuously supported and implemented form enhancements and changes of FFIEC 101, HC_R of FR Y-9C and RC_R of FFIEC 031

Epsilon, Massachusetts

Database Developer 2012 – 2013

Database Developer, Associate 2011 – 2012

• Designed, developed, and delivered marketing database solutions for clients in multiple industries

• Designed, developed, tested, and delivered database update (ETL) processes to production

• Standardized, loaded, and extracted data using Windows batch jobs, SQL scripts, and SSIS packages

• Created Perl scripts to process special files

• Modified internal utilities using Java

• Supported multiple clients – Staples, SiriusXM and Prestige Cruise Holdings

• Designed, developed, tested, and delivered stored procedures/triggers to production

• Brought up the lack of efficiency in workload allocation and production support, and designed new workload allocation method and production support process, which are both adopted by management

• Tuned up performance of existing database environment to make solutions more efficient, which reduced cost for clients and earned the company more

• Received You Made It Happen Awards twice for outstanding technical ability and business awareness Argosy Publishing, Massachusetts 2010 – 2011

Software Engineer

• Designed and implemented applications on both desktop and mobility platforms for clients in multiple industries:

• Health Care Equipment & Services Industry:

• Covidien: Soft Tissue Repair products

• Boston Scientific: Interventional Cardiology products

• Zimmer: Aluminum Splints

• Educational Industry:

• Harvard Medical School: Interactive animations for Molecular Cell Biology

• Gynecologists: Interactive animations for treatments of Uterus Prolapse

• Longman: Multimedia textbooks.

• Focused on the uniqueness of different clients and designed the solutions not only met the requirements but also fully considered user characteristics and habits; received great clients’ satisfaction and built the company’s reputation

• Technologies involved to develop the applications

• Implemented web application using Flex/ActionScript3

• Created animations using Flash/ActionScript3

• Made 3D medical scenes using Unity

• Integrated all components into webpage using JavaScript, CSS, and HTML

• Implemented iPad app version using Unity and Xcode

• Argosy Visible Body website project: www.visiblebody.com

• Rewrote old projects

• Modified old Flash/ActionScript2 codes to implement new features

• Convert ActionScript2 code to ActionScript3 code

• Wrote different kinds of configuration XML files

• Wrote Perl and VBA scripts to process PDF, SWF, XML and Word files

• Changed database to make it fit for new functionalities

• Made hybrid CD which could run on Mac and PC

Windham Capital Management, Massachusetts 2009

Research and Development Intern

• Developed and implemented Windham Financial Planner, a web based portfolio management tool

• The tool is used to test different investment strategies

• Designed and Implemented database to manage clients and files’ information using MySQL

• Built customized Flex components with all functionalities using ActionScript and Flex Builder

• Wrote PHP scripts to make Flex program interact with database and file systems

• Created Web Service for generating report using C# and C++

• Worked closely with portfolio managers to gather their requirements and suggestions, applied them quickly, and demonstrated new features frequently

EDUCATION

Northeastern University, Massachusetts 2009

Master of Science in Computer Science

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