Consultant

Rizvan M. Zia

Charlotte, NC *********@*****.*** (M) 914-***-****

WORK EXPERIENCE

Technoozo Freelance Consultant 01/2020 - 01/2025

● Assisted clients with a wide range of technology and electronic trade support change management methodologies

● Advised on sales, training, troubleshooting & day-to-day needs

● Implemented onsite and remote solutions to fix bugs, troubleshoot and setup devices LTIMindtree Senior Business Analyst 09/2021 - 04/2022

● Executed projects for global trading enhancements and data quality projects on incoming consent orders

● Performed general and sub-ledger P&L analysis using a global trading platform for Citigroup Global Capital Markets

● Led meetings with key stakeholders both internally and within global project partners

● Createded BRDs/ FRDs while working with key stakeholders and development teams SUNY Westchester Cybersecurity Student 01/2018 - 09/2019

● Completed intensive cybersecurity certification with intermittent freelance consulting NY State DSPS Financial & Technical Change Consultant 12/2015 - 09/2017

● Advised on a wide variety of technical and financial needs

● Worked with multiple senior facilities on how to increase change through individual and group workshops Doshi Consulting Solutions (DCS) Project Facilitator 06/2015 - 10//2015

● Consulted on a RFP project for GMP Securities

● Guided GMP on change of clearing firms and management efficiencies

● Conducted interviews with capital markets key stakeholders nationally and internationally

● Advised improvements for back-office productivity within the asset management unit along with other areas Maypro Ventures Manager 01/2012 - 04/2015

● Gathered requirements for historical data analysis and regularly presented status updates to management

● Documented existing state operations and worked on process improvements for the line of business and IT

● Conducted data analysis and reconciled report differences to maintain proper audit trail records Goldman Sachs Senior Business Analyst 01/2011 - 12/2012

● Provided troubleshooting analysis for ‘Balance Sheet Workstation’ platform (sub ledger) for all entities to post transactions

● Coordinated with IT on bugs and enhance high level change management processes including remediations for controllers Fiserv Senior Business/Implementation Analyst 04/2008 - 12/2010

● Led multiple client onboardings including kick off meetings, testing, QA, change management

● System migrations for large wealth management/financial advisors with banks as well as broker dealers

● Developed documentation for policies & procedures with corporate compliance maintaining internal sharepoint site

● Managed and trained onshore and offshore colleagues on asset management portfolio accounting implementation procedures FITS Consulting Senior Consultant 02/2002 to 12/2007 Projects:

● Regions AmSouth Bank Merger - Conducted UAT validations for conversion of AmSouth banks data onto regions platform

● JPM – Lead Business Analyst for hedge fund reporting projects

● UBS – Investigated process flows for potential gaps mainly for trading, corporate actions and compliance

● BNY MELLON – 401K reconciliations for gap analysis and remediation reporting

● ADP – Trade system testing, gap analysis and recommendations on process improvements

● Fidelity (NFS) - Led training classes to onboard to the FBSI clearing system providing support and relationship management

● Fannie Mae – Change management, data mining, user stakeholder stories, reconciliations and more for process improvements

● Fifth Third Bank – Conducted analysis for Fifth Third Asset Management Group to convert onto NFS back-office system

(FBSI) and APL platforms supporting asset management and back office teams TECHNOLOGY/SYSTEMS EXPERIENCE

Fiserv APL (managed accounts/wealth management system) and other Fiserv tools/systems, DTCC, NFS (Fidelity) FBSI back office clearing system & Streetscape (web UI), BRASS, ACT, Bloomberg, UNIX, eProject, Citigroup GTPL, licensed trading experience with various OMS.

EDUCATION & CERTIFICATIONS

CSPO certification

SUNY Community College

Cybersecurity Certification

DSPS & Process improvements boot

camp certification

State University of NY at Purchase

Bachelor’s degree, Liberal Arts

Licenses (previously held)

Series 7&55

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