RON WOHL *** Glenbrook Rd. Nyack, NY ***** (***) *38–1807

adispx@r.postjobfree.com https://www.linkedin.com/in/ron-wohl-8526321/

UAT LEAD

A highly experienced UAT Lead who has partnered with a wide range of Business Owners, Design, Development & Testing teams to develop client requirements and lead UAT teams. Skilled at creating test strategy, test plans, and leading UAT teams in Wealth Management, Compliance and Regulatory Reporting areas. Digital content manager for online and mobile development.

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TECHNICAL SKILLS

MS Office Suite, Visio, Process Mapping, Share Point, ALM, JIRA, Confluence, Azure DEVOPS, SDLC, Waterfall, Agile, Business Analyst (BRD, FRD), Project Manager, UAT & SIT lead, Automated, Performance and Regression testing, MS-Teams, SAP, Reference & Market Data, Data Warehouse, Salesforce, Risk & Regulatory Reporting, Retirement Planning, AML, Basel 3, Wealth Management, Tableau, Digital Content Management, Axiom

PROFESSIONAL EXPERIENCE

ZIONS BANCORPORATION 4/2020 – 8/2020

NYC, NY

UAT Analyst

Created process flows for Fees, Manual Statements and Close Accounts as part of new Deposit system implementation; conducted internal reviews with project team and with larger group (SME, technology and stakeholders)

Creates user scenarios for various groups based on SME discussion, observations and documentation; conducted internal review and with larger group (SME, technology and stakeholders)

WELLS FARGO 3/2019 – 3/2020

NYC, NY

UAT Lead

Led UAT testing for Corporate Trust in SWP Wealth Management implementation (T3K => SWP).

oConducted three rounds of testing for Trust Statements; developed test plan and produced end of day metrics

oElicited and gathered requirements from Statements SMEs; created test cases and linked to requirements

oEnsured test data was properly staged for testing. Led UAT defect calls for Performance Reporting; responsible for creating mapping requirements from SEI’s T3K to SWP platforms.

oCreated test plan and test cases for Online and Mobile workstream; developed business process mapping flows to identify the upstream dependencies (Statements and Performance Reporting) for Online and Mobile.

oLed digital content management project; ensured text, images and graphics were reviewed, signed off, secured and properly tested

SANTANDER BANK 8/2018 – 12/2018

READING, PA

Business Analyst

Performed business process review of 13 areas within the bank; conducted interviews w pain points, SIPOCs, process mapping flows and opportunities for improvement/automation. Provided senior management a final recommendations deck;

oTarget Operating Model roles & responsibilities / Finance Workflow Timeline

oProposed Future State for Centralizing GL Reconciliation Process (Org Structure, Process and Data/System Flow)

oAutomation Opportunities, Summary Metrics / Recommendations, developed plan to centralize GL reconciliations.

JP MORGAN CHASE 3/2014 – 8/2018

NEW YORK CITY

UAT Lead – Vice President

Led UAT projects for Corporate Finance group; global user experience program for Axiom accounting software implementation for Regulatory Reporting group, Salesforce CRM and SAP ERP; E2E UAT testing.

Created UAT Test Strategy & UAT Test Execution Plans and responsible for loading and linking test cases, test execution, defect tracking & metrics reporting. Ensured testers have access to UAT environment & ALM and are adequately trained.

Conducted UAT kickoff, entrance & exit criteria meetings with project stakeholders. During test execution, conduct daily calls with global test partners to triage defects and discuss test execution issues.

Delivered Regulatory reports to Reg Reporting group on quarterly basis.

Led UAT for Statement Attestation application. Translated Agile stories into business test cases, test scenarios and test scripts.

Led a mutual funds UAT project for Wealth Management group across all LOBs; led a follow-on client pilot for the launched mutual fund focusing on client user experience (statements, investment performance, website and online).

Tested the Six Circles Funds (mutual funds website) that was launched by Wealth Management. Led testing of the links, images, text, disclosures, charts, fonts, color palette and values

Led digital content management effort; provided version control for text and visual images and validated UAT testing

CREDIT-SUISSE 6/2013 – 3/2014

NEW YORK CITY

UAT Lead

Managed Basel III UAT program for CFO Change group (FINMA) (as part of Regulatory Reporting). Conducted daily triage calls with global partners and distributing reporting metrics to senior management. Ensured BA teams adhering to quality testing standards and managing the test strategy, test prep, test execution and defect remediation.

Created and managed test plans for multiple testing projects that crossed Risk and Compliance. Supported ALM tool for BA teams & created process improvements. Tracked issues, drove deliverables and partnered with IT to close defects.

Testing involved DataMart, Rules Engine, Equity Derivatives, RWA calculations, BFI, Variance & Compliance Reporting

CITIBANK 5/2012 – 3/2013

NEW YORK CITY

Senior Business Analyst

Created business requirements and test cases for new Client Web Site (web and mobile) for Citi Private Bank’s new Banker / Client integrated platform for UHNW clients in Wealth Management division. Involved in designing client user experience.

Led digital content management effort on text and images for client statement; version control, text and images.

Conducted JAD sessions with business owners to elicit business reqs. Developed side by side analysis of current system

IBM GLOBAL BUSINESS SERVICES 10/2010 – 2/2012

NEW YORK CITY

Managing Consultant – UAT Lead

As part of the Performance Reporting work stream for Morgan Stanley, led a UAT project for an investment performance application. Led UAT testing and coordinated with IT on any issues and defects. Tested investment performance using market data; hired and managed a temporary UAT test team.

Led UAT for Compliance Conversion work streams for Morgan Stanley (Registrations and FA Comp, Trade Surveillance, Outside Business Interests and Employee Trading). Ensured trade surveillance data flows correctly through data warehouse

NEUBERGER BERMAN/ LEHMAN BROTHERS 11/2006 – 10/2010 NEW YORK CITY

UAT Lead – Vice President

Managed a web-based project addressing IPO, Converts and Follow-On deals. Directed a project team of 10+ technologists budgeted at $1.6M. Project supported the firm’s Portfolio Managers requesting allocations for their institutional and retail accounts. Created an internal Front Office trading system that allowed Portfolio Managers to provide Indications of Interest. Involved in the syndicate vendor selection (Ipreo) and worked with market and reference data.

Led Steering Committee, UAT kickoff and IT Governance meetings and held daily testing calls (SIT through UAT). Created UAT cases and traceability matrix and resolved testing issues between technologists and business users using JIRA. Created business requirements by interviewing portfolio teams to develop front end IPO system.

Created UAT cases for Salesforce.com implementation based on existing requirements; linked them to requirements. Led UAT test execution phase; conducted triage calls, worked with Technology to remediate defects, provided status and metrics to senior management and successfully delivered application to Production.

Managed historical data migration from Barclays to NB upon Lehman bankruptcy; created BRDs for applications whose data was migrating. Obtained data from Barclays (including client reference data) and stored normalized data in Data Warehouse.

Migrated to Broadridge platform for clearing / settling upon Lehman bankruptcy; updated Operations Model and several processes (BRDs) that were impacted by the change

PRICEWATERHOUSECOOPERS / Mellon Bank / ACS (Mergers) 9/2000 - 11/2006

NEW JERSEY

Defined Benefit Implementation Manager

Managed Defined Benefit implementation for Becton Dickinson ($600K+ project) to new architectural platform and latest web technology. Led Discovery effort and worked closely with client manager.

Wrote tech specs (BD) including all communications aspects (web and printed matter). Extensive use and knowledge of SQL.

Implemented FleetBoston (FLB) and its prior plans for traditional formula plans as well as cash balance plan. Responsible for making all enhancements to Production code and reviewing regression results for all monthly Production moves.

Managed team of 10 business analysts; conducted performance reviews and mentored junior analysts.

PRICEWATERHOUSECOOPERS 2/1999 – 9/2000

NEW JERSEY

On-Site PWC Management Consultant

Provided support on a release-management methodology for UPS Payroll systems. Developed and managed the release of training materials. Created UAT test cases on a proprietary PWC tool for users. Executed UAT test cases & tracked defects.

EDUCATION

Master of Business Administration (Finance & Investments),

Baruch College, NYC, NY

Bachelor of Business Administration

College of Insurance (now St. John’s University), NYC, NY

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