Manager Data

Zachary B. BeHage

South Boston, MA 617-***-****

adcg1t@r.postjobfree.com www.linkedin.com/in/zacharybehage

SUMMARY

Experienced business analysis and performance analysis manager in the financial services and technology industries. Proven ability to implement projects and document product functionality using Agile or Waterfall methodologies. Multiple years of experience managing client relationships. Recognized for communication, analytics and mentoring skills.

TECHNICAL/BUSINESS SKILLS

Tableau, CRD, Project Management, SQL, Agile, Waterfall, Jira, Confluence, Visio, CSM, CSPO, CBAP

PROFESSIONAL EXPERIENCE

Geode Capital Management, Boston, MA 04/19-02/20

Project Manager

Lead the day-to-day management of the firm’s strategic projects and provided project management for new mandate/fund launches.

Managed and supported strategic projects which varied in scope and duration from small group projects lasting a few weeks to multi-year, firm-wide initiatives requiring the ability to lead and coordinate with cross-functional teams.

Refined the process of launching new business to create accountability, increase communication, and eliminate errors.

Maintained a project calendar, project plans and presented status reports. Kept projects on track, on time, and on budget.

Liaised with technology vendors and presented technology options to management that would increase efficiency and improve company-wide processes.

Acadian Asset Management (contract role), Boston, MA 12/18-03/19

Senior Business Analysis Consultant

Business analysis consultant as part of the agile Bi-Sam platform upgrade team.

Elicited business requirements and created user stories pertaining to the platform upgrade and legacy performance system retirement.

Created user test case scenarios and acceptance criteria using Gherkin syntax.

Natixis Investment Managers (contract role), Boston, MA 09/18-11/18

Senior Digital Business Analysis Consultant

Elicited business requirements and documented website changes as part of a large project to migrate International Fund pages to an in-house solution.

Designed Fund page enhancements and changes.

Performed QA testing on website features and new functionality.

Collaborated with overseas resources to verify data mapping and ensure functionality of US websites.

Completed competitive analysis on other mutual fund marketing websites.

Created presentations for marketing decisions makers illustrating and describing fund page changes.

State Street Global Markets (contract role), Boston, MA 01/18-06/18

Senior Business Analysis/Product Management Consultant

Business analysis consultant as part of the FX Connect foreign exchange platform product team.

Designed product UI enhancements to be presented to clients.

Elicited product requirements from stakeholders.

Managed the FX Connect sell-side components and groom the product backlog.

Demoed new product functionality to product team and internal sales members.

MFS Investment Management, Boston, MA 10/14-10/17

Manager of Business Systems Analysis – Enterprise Reporting and Corporate Applications

Served as product owner for corporate applications and enterprise reporting engine (SSRS) that delivers analysis reporting across all MFS departments.

Aligned with business partners to groom technology/reporting backlog and review product roadmap.

Directed the team responsible for technology support and relationship management of Corporate Finance, Fund Treasury, Legal, Internal Audit, MFS Service Center and IT business areas.

Managed 10+ full time employees and contractors. Provided prioritization, direction, and leadership to on- and off-shore business analysts to accomplish projects and requests.

Defined project scope, wrote project plans, identified project resources and set resource hours. Projects used Waterfall/Agile hybrid methodology.

Achieved cost savings for business users by managing team to perform efficient work and limit unnecessary expenditures on both weekly and project work. Ensured projects were completed within budget.

Worked to understand internal client's business above and beyond the immediate requirements.

Collaborated with stakeholders to define and document business requirements for reporting and application projects. Converted requirements into functional specifications.

Wrote high level business requirement documents, test plans, and manual QA test cases, utilizing the documents to test applications.

Scivantage, Boston, MA 07/13-08/14

Business Analyst, Portfolio Reporting Product

Member of an Agile development team charged with creating a retail performance reporting platform that delivered attribution analysis, performance return, trade analysis/insights to retail customers.

Wrote business requirements and prepared user stories for retail performance reporting product, administrative reconciliation tool, and reporting output screens.

Served as SME for performance, risk, and attribution data, and provided all calculations needed for the new performance reporting product.

Assisted in designing administrative tool used to reconcile performance data.

Created and submitted UI design ideas for product functionality.

Wrote product fact sheet used by the marketing department that described product functionality and calculation methodology. Product fact sheet was displayed at marketing events and used as stand-alone sheet to market the product.

Conducted meetings with potential business partners to discuss data aggregation product needs.

Demonstrated performance reporting product features for prospective clients and trained internal sales team on those features and functionality

Tested new performance reporting product functionality/user stories and submitted requests for modifications using Jira.

Completed competitive analysis on existing products in the marketplace to help facilitate product development.

State Street Investment Manager Services (contract role), Boston, MA 09/12-07/13

Senior Performance Analysis Consultant

Calculated and validated monthly and annual returns on primarily equity and fixed income portfolios.

Reviewed daily security level, sector level and asset class level returns for outliers. Made adjustments to portfolios to correct the return anomalies.

Reconciled accounting data to performance data to ensure data integrity.

Communicated with internal and external clients to resolve performance data issues and to correct performance returns.

Thomson Reuters/SS&C Portia, Boston, MA 03/08-08/12

Lead Performance Operations Analyst

Managed four Senior Analysts: coordinated their training and allocated their work load.

Generated and reconciled daily and monthly performance returns for client portfolios. Reconciled accounts using SQL queries and through review of daily automated processing errors.

Communicated with external clients to manage relationships and resolved difficult performance data issues during weekly client meetings and daily phone discussions.

Reconciled internal data to custodian data using Portia product.

Served as the main point of contact for the group’s two largest clients.

Participated in the implementation of new clients and led project to migrate 4,000 performance accounts, blended benchmarks, and custom client reports from legacy platform to new performance platform.

Worked in a business analyst capacity to create external client reports on client reporting software.

Created business requirements documentation to define clients’ reporting needs.

Trained external clients on performance product functionality.

Coordinated with product development on product enhancements for performance platform and conducted UAT testing on new platform versions.

ADDITIONAL WORK HISTORY

Performance Analyst, State Street Global Advisors, Boston, MA 05/06-03/08

Performance Analyst, Mellon Analytical Solutions, Everett, MA 03/05-05/06

EDUCATION/CERTIFICATIONS

The Ohio State University, Columbus, OH

Bachelor of Arts, Political Science

Minor in Economics

Certified Scrum Master Certified Scrum Product Owner Certified Business Analysis Professional (candidate)

Contact this candidate