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Data Sales

Fort Lee, NJ
February 24, 2020

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Nina Zaritsky

Product Owner / Project Manager / Senior Business Analyst

New York, NY


Senior Business Analyst / Project Manager / Product Owner / Scrum Master with 10+ years of experience in coordinating and managing teams in an Onsite and Offsore models. Proven record of successful delivery of new software products, re-engineering and upgrading legacy systems for major financial institutions.

Good experience in Data Modeling with expertise in creating Snow-Flake Schemas and Star Schemas, FACT and Dimensions Tables, Physical and Logical Data Modeling. Experience in understanding Stored Procedures, Stored Functions, Database Triggers, and Packages. As well as Taland - open source data integration platform. Good Data Warehousing concepts including Meta data and Data Marts. Sales Force and Data Stewardship using Taland.

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.

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

Authorized to work in the US for any employer

Work Experience

Product Owner/Business Analyst/Scrum Master

Lazard Asset Management - New York, NY

July 2018 to Present

Build Client Master system. The book of records for all Lazard flows, AUMs around the world. Client Master system is the main feed system to Sales Force and Business Intelligence AUM reporting. Feeds are collected from around the word including America, EMEA, and Australia. All AUM and Flows must be reported in Client Master system. Validation should be made to insure validity of data and data is used for the daily feeds to Sales Force and for AUM reporting for Upper Management.

Build Client Master system. The book of records for all Lazard flows, AUMs around the world. Client Master system is the main feed system to Sales Force and Business Intelligence AUM reporting. Feeds are collected from around the word including America, EMEA, and Australia. All AUM and Flows must be reported in Client Master system. Validation should be made to insure validity of data and data is used for the daily feeds to Sales Force and for AUM reporting for Upper Management.

• Served as a Scrum Mater for Cross Functional Team developing application for Sales Force and BI systems.

• Communicated project requirements, Business Issues, Solutions. Made recommendations.

• Converted Business Requirements into functional backlog using JIRAs.

• Responsible of managing Scrum team to manage Product Backlog and ensure deliveries of functionalities within two weeks scrum cycles.

• Daily collaborated with business around the word to ensure delivery of AUM and Flows data in the expected legitimate format

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

• Created and maintained test cases for UAT testing.

• Conducted UAT (User Acceptance test) with stakeholders and business users. Senior Business Analyst

JPMChase - Jersey City, NJ

July 2015 to Present


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 Qlickview 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.

• Keep track of open issues and action items and made sure all issues are resolved in a timely manner.

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

• Actively participat in a system test and UAT test. Risk Systems Business Solutions Analyst

KPMG LLP - Montvale, NJ

October 2014 to March 2015


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

• 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


• 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 System/Business Analyst

Verizon Wireless - Orangeburg, NY

November 2011 to May 2014

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 System/Business Analyst

UBS Financial Services - Weehawken, NJ

2002 to July 2011

PORTFOLIO MANAGEMENT REPORTING SYSTEM - 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. Senior Programmer Analyst

The Depository Trust Company/Omgeo LLC - New York, NY September 1997 to November 2001

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. Programmer Analyst

PrudentialSecuritiesNewYork, NY

March 1996 to September 1997


Worked on development and implementation of a Continuing Education

Bachelor of Science in Corporate Finance and Accounting Institute of National Economy - Kiev, UA

1986 to 1990


SQL (10+ years), DATABASE (10+ years), DATA WAREHOUSE (3 years), CICS (10+ years), COBOL (10+ years)

Additional Information

Methodologies: Agile, Kanban, Waterfall, RUP, RAD

Database: SQL, DB2, Data warehouse.

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

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