Iain M. Watson
** ******** **, **** ** Boston, M.A., 02111 Cell: 978-***-**** ****.******@*****.***
Summary
An experienced and highly efficient QA/ UI tester/manager with a strong development background. I am a US citizen.
Technical Skills
Test Cases, QA/ UAT/ SIT/UI testing, UNIX, ORACLE PL/SQL, Salesforce, JIRA, HP ALM, SQL Server, SWIFT .MQ Series, PROVAR.
Work Experience
Stifel Nicolaus, Boston, MA.
QA Manager / Senior Salesforce QA tester June 2016- Present.
Managing a POC of the PROVAR and COPADO automation tools to automate 600 Salesforce manual test cases.
Test lead for new Salesforce sales cloud lightening implementation (since Sept 2018) in an AGILE environment. Responsible for testing all new Stifel modifications to both Sales/ trading and Investment banking orgs. Testing new account/contact/opportunities/mandate/marketing/reports object changes as well as many new custom built objects and screens. Create different users for testing role/profile/persona tests.
Testing Salesforce triggers, workflows, validations, Validation rules, Escalation rules, Workflow, Process Builder, Flow, and Apex Triggers and SF custom objects. Also testing many batch integration processes from external vendors (Bluematrix, Ipreo, Fidessa, Bloomberg). Create complex reports/SOQL for data analysis/testing results.
I investigate application issues, suggest technical resolutions and assist in root cause analysis to remedy defects.
QA lead for supporting institutional applications ( non-Salesforce). This includes apportioning work amongst team, tracking progress and working with PM/BA’s and senior managers to manage QA resources for all work workstreams. I am tasked with seeking out answers even when given minimal instruction and guidance.
QA lead for a small testing team to prove out an AWS cloud financial research data model platform to supply market/financial data/models to the Sales and trading teams using Postman, AWS, S3, Lambda. DBeaver
Responsible for creating a new test strategy/test approach document template to be used for a new QA procedure implementation. Also produced a test case template to be used in the new QA process.
Main Skill areas: AGILE, SIT /QA testing, Oracle SQL, SQL Server, test cases, test planning/execution, JIRA, UI testing, Salesforce lightening sales cloud app/Process Builder/Workflows, SOQL, Integration testing with SSIS, triggers. Postman, AWS, S3, Lambda. DBeaver SQL. PROVAR automation tool. Bluematrix, Meetmax.
CITI group, TAM Fund accounting reporting system - Jersey City.
QA/SIT test lead, June 2015- April 2016.
Responsible for leading/ performing the SIT testing of new functionality/defects for the Middle office and back office fund accounting UI platform development. My responsibilities involved complex in depth testing of 600 Customer branded, pixel-perfect reports, including valuation, reconciliation, revenue accounting, cash, trading, positions, income, purchases, across all asset types – Fixed Income, Equities, FX, and Derivatives).
Responsible for analyzing and comprehending documented issues/defects, then work directly with business analysts/development teams to create and run test scenarios/cases, and also use business documents/tools to aid creation of business test scenario’s.
Used Fund Services reporting applications to create/submit and schedule all test cases for fund reports and display reports.
Use the core Fund Services accounting UI platforms and SQL on those platforms to perform financial data analysis for test case creation/ confirmation. Used SQL to analyze Enterprise Data / security master data report/test data/results.
Main Skill areas: Fund accounting reports, MultiFonds, SIT testing, Oracle SQL, Data analysis, test cases, test planning/execution, RALLY agile tool.
Bank of New York Mellon, TradeFlow system - Boston/NYC
QA/SIT/UAT Test Tech lead, June 2012- May 2015.
Responsible for leading and performing the UAT/Integration and end to end testing of new trade functionally for the existing Fiserv TradeFlow middle office UI trading platform. This involves complex in depth testing for Forex Corporate Actions, equities, fixed income, cash, derivatives, foreign exchange trades for new clients and trade types. Use complex SQL to produce test / result reports from Security/referencme data. Produced new test approach and test strategy documents as this project was part of a new QA team at BNYMellon. UI testing of all trading screens.
Responsible for interviewing the business thru planned brainstorming meetings to create all the business scenarios, translating into test cases (in excel spreadsheets) and ultimately into the HP ALM Quality center. Then execute the tests, recording progress thru HP ALM, log the results/defects and review/analyze with the business.
Responsible for building and preparing the entire QA/SIT TradeFlow/FX application environment. This involves all on boarding reference data for client/account/broker information. Building of all SWIFT MT file data to execute test cases. Iain M Watson
Page 2
Responsible for coordinating the all equivalent downstream integration/end to end QA/UAT testing for account/client/trade info required to pass trades thru accounting/clearing/settlement and custody applications.
Main Skill areas: FOREX, SIT/UAT/UI, Fiserv TradeFlow, project planning, TOAD Oracle PL/SQL, MQ Series, XML, Data analysis. SWIFT MT messages, HP ALM quality center, test cases, test planning/execution.
Brown Brothers Harriman, Infomediary dept. - Boston, MA, USA.
QA testing Analyst SIT, July 2011- June 2012.
Responsible for the SIT//UI testing and on boarding of new Client SWIFT messaging system using the Brown Brothers Proprietary INFOMEDIARY application and FOREX systems.
Also use complex SQL to analyze message routing and analyze/modify Enterprise/Master data for testing.
Developed and executed test plans/scripts that thoroughly exercise and validate program logic, ensure business requirements have been met and assist in supporting business/client testing phases (system, UAT, QA testing environments). Used ALM HP Quality center for QA/SIT exception/defect tracking and testing/running test cases.
Perform data mapping analysis for new SWIFT message files, design and build data maps/ flow rules, and produce all migration documentation. Used BRD/FRD's to produce all test cases.
Main Skill areas: Data mapping, data analysis, FOREX, SIT/UAT/QA, TOAD Oracle SQL, MQ Series, XML, Data analysis. SWIFT messages 15022, 20022 messages. SOAP/HTTP/XML, FTP. UI Testing.
FIDELITY Investments, brokerage dept. - Boston, MA, USA.
Principal Integration Analyst/Programmer, April 2004 - July 2011.
Performed Proof of Concept testing of external data repository/manipulation products (ASSET Control, Polar Lake) by using benchmarking, performance evaluation. Performed UAT testing on application with test cases and reverse engineering.
Produced an Enterprise Asset /Master ref data repository from an ORACLE and DB2 environment using the Becubic tool.
Enabled Fidelity to provide domestic asset information from customer requests by managing/designing an online Intraday STP system to retrieve securities data from external market data vendors FTID/Reuters/IDC and then storing and alerting originator. This was built with DB2 stored procedures and MQ Series/ XML/HTTP/SOAP Web Services with CICS/COBOL/DB2/VSAM/JCL. This required managing external data vendors and liaising with internal business departments and performing analysis, requirements estimates and implementation/support and VISIO documentation.
Designed/coded a system of complex Stored Procedures to retrieve all Master reference data (bonds, units, equities, rights, warrants, options and mutual funds) and transfer to another system using XML. Performed UAT testing.
Redesigned the on line side of the Asset Backed Factor Processing system to enhance the processing of applying Factors to Asset Backed Securities and then transferring to Purchase and Sales. Performed all data analysis and design.
Designed/defined/specified/coded/tested and implemented a Foreign Exchange rate system to enable the trading of securities/physical clearing in 30 different international rates and to integrate core processing applications with Prime Services Front-end applications. Built integration logic to transfer data to a Multi-currency product (SHADOsuite) using CICS/COBOL/DB2/JCL/VSAM, MQ Series and LINUX Oracle PL/SQL and SQLplus. This has enabled Fidelity to grow a multi-million dollar international stocks trading system.
Redesigned, built, tested, deployed and supported the STOCK feature of the on-line securities product Master data system to expand on convertible, dividend, foreign trades, rates and settlement information.
Main Skill areas: Fixed income pricing/reference data, COBOL, DB2/UDB, SQL, CICS, VSAM, Stored Procedures, MQ Series, JCL, TSO ISPF, Changeman, fileaid, ORACLE, PL/SQL, UNIX, Web services, Production support, VISIO, EXCEL, Sharepoint. SOAP/HTTP/XML, SWIFT 15022, 20022, UAT testing, QA hyperscript.
MARMAXX Group - Westboro, M.A, USA.
Senior Technical Analyst, Team Leader, July 2002 - March 2004.
Designed, specified/coded /tested a suite of COBOL/CICS/DB2 programs to upgrade the existing distribution system.
Produced and coordinated the system test plans/ implementation plans for the upgrades.
Analyst/designer for a suite of COBOL/UDB DB2 conversion/extract/upload programs and DB2 Stored Procedures to replicate company business data from an SQL Server platform onto a Mainframe environment.
Main Skill areas: COBOL, MVS, UDB 7.0 DB2, IMS DB/DC, CICS, JCL, DB2 Stored Procedures, JCL, TSO, ISPF, Changeman, INFOMAN, fileaid.
Iain M. Watson
Page 3
SEEBOARD PLC (ACCENTURE) - Worthing, England
Senior Analyst/Programmer, Team Leader, July 2001-June 2002
Designed, specified/coded and tested a suite of Microfocus COBOL/Oracle SQL modules to process debit card payments over the phone for electric/gas bills, increasing revenue by several $100,000's. Performed all data analysis and design.
Designed, specified/coded and tested billing/meter reading and Prebill modules of the CUSTOMER/1 billing architecture.
Performed financial estimations for user requests and produced technical/business functional/physical documents and program specifications. Created Project Documentation.
Main skill areas: Customer/1 CIS billing, ORACLE 9i, PL/SQL, SQL PLUS, Microfocus COBOL, DB2, UNIX, Stored Procedures/packages/Triggers, Client server, TCP/IP FTP, PVCS.
XANSA, Reading, England
Senior Programmer/Senior Integration analyst (Thames Water Customer/1 Project), March 1993-June 2001
Responsible for the post implementation support of a new CUSTOMER/1 Utilities (CIS) package and reduced the batch IMS/DB2/CICS running time of 1000 programs by 50%. Provided first line 24/7 on call support.
Provided technical /application support for the production of $800 million of bills every year.
Responsible for all stages of development including requirements development, design, coding, testing, documentation,
and installation of new and existing applications and products, both batch and online, Business modules worked on were Billing, Prebill, Meter Reading and financial controls. This resulted in quicker, more efficient calculation of bills and receiving of revenues. Performed all data analysis and design. Created and Maintained Project Documentation.
Worked with the user community, team members, and other internal development teams to better understand business requirements. Used INFOMAN/CHANGE MAN to manage all incidents.
Prepared documentation as needed, including Functional/Physical and Technical Specifications, Status Reports, and Design Documentation. Developed system test plans, test data specifications and test scripts.
Built a MQ series batch transfer suite and performed FTP script writing and used UNIX/AIX, PL/SQL.
Built an MIS/Bill print system interface to a DOC/1Billing and Document Composition package. This is involved design and development from the mainframe thru to the server, using JCL, REXX and FTP, UNIX scripting.
Main skill areas: Customer/1 CIS billing, COBOL, CICS, DB2, IMS DB/DC JCL, CSP, VSAM, RSAM, SELCOPY, FILEAID, EXPEDITOR, OPC/A scheduler, ORACLE 9i, PL/SQL, UNIX, AIX, FTP MQ series, problem investigation analysis, UAT. INFOMAN, Changeman.
Education
Courses: DESIGN/1, MSP data dictionary, Advanced DB2, Object Orientated principles, Java/Smalltalk
ORACLE PL/SQL, UNIX, Certified as Jackson Structured Programmer
NASD series 7 Stockbroker exam (theory, no license),
New York Institute of Finance - Stocks/Bonds/Options/Futures.
Salesforce Trailheads and trailmixes.
ST. PETER'S SCHOOL, Burnham-on-Crouch, England. -‘O' levels, ‘A’ Levels.
SOUTHEND COLLEGE of TECHNOLOGY, Southend-on-Sea, England
‘A' Levels in Computer Science, Biology and Statistics.