Business Analyst Financial
Resume:
KEITH NG
East Brunswick, NJ ******@*****.***
BUSINESS FINANCIAL ANALYST
Exceptional background utilizing data from diverse financial and information systems to build tools and operational tools that remarkably improve organizational decision-making capabilities resulting in increased profitability. Excellent understanding of all phases of business projects for Mutual Fund, Hedge Fund, Private Equity and ETFs, especially FIS Enterprise (InvestOne) system. Skilled communicator, able to build strong working relationships with business partners and clients. Adept at using MS Excel and Access VBAs for financial report developments.
EXPERIENCE
Bank of New York, New York, NY
Senior Business Analyst, Vice President 2007 - 2017
Managed several business projects for Mutual Fund, Hedge Fund and Pooled funds through all phases of the project life cycle and worked effectively as part of a team.
Supported UAT testing, perform business verification of new functionality releases for system rollouts and post-implementation in production.
Participated in special projects involving risk managements, process improvement initiatives, regulatory reporting filings and fund mergers.
Provided web based financial report product training presentations to internal business users and external clients.
Built meaningful solutions and liaison with clients, business partners and IT for critical business issues
Maintained and developed controls, policies and procedures in accordance with business financial report requirements.
Developed business requirements to achieve strategic solutions, building consensus between business operators, IT, compliance and risk.
Implemented detailed Excel and Access control reports to track and support risk controls.
Developed and created automated financial reports with Excel VBA to meet internal and external clients’ business requirements.
Business Analyst, Special Project 2000 - 2007
Helmed build a state-of-the-art end-to-end Dissemination platform for a major Mutual Fund and Hedge Fund client, saving costs of $300,000.
Took on ride as a business expert to create over 50 efficient automated operations and control reports with InvestOne OLE report writer and Excel VBA, saving costs of 500,000.
Maintained and supported Apollo web site for both MF Accounting internal and external clients.
Reviewed, analyzed, and evaluated business processes, business systems, and user needs to create business requirements and functional design specification for Mutual Fund and IT related projects.
Ensured project’s design and business alignment of project development effects.
Wrote descriptions and analyzed user needs, systems functionality, and steps required in developing projects with best-practice methods and alternatives, conducting research and related fact-finding exercises as needed.
Senior Mutual Fund Accountant 1997 - 2000
Reconciled asset and cash positions between fund custody and accounting.
Performed transaction analysis with SunGard’s InvestOne MF Accounting system.
Prepared month-end position discrepancy and financial reports to clients
Performed final checks all the NAV prices and released to the clients via Internet.
Calculated rates of return for MF account and other performance measurement attributes.
ADDITIONAL RELEVANT EXPERIENCE
Lord, Abbett and Company
Mutual Fund Accountant
TECHNICAL SKILLS
Excel, Access, PowerPoint, SQL, HTML, Visual Basic, XML, Excel VBA, Visio, Monarch, Crystal Report Writer, FundSmith, OLE Report writer, FundStation (Confluence), Bloomberg API
EDUCATION
Master of Business Administration
University of Alabama at Birmingham, Birmingham, AL
ACCREDITATIONS
Bloomberg Product Certification, 2003
Bloomberg University
Database Administration Development Certification, 2002
Baruch College NY
NJ Life and Health insurance licensed
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