Senior Software QA Specialist

Natalie Lerman

** ******** ***

Vaughan, ON, L*J 8H5

(647) 237- 3014

E-mail: **************@****.**

Professional Objective: To obtain a position as Senior Software QA Specialist.

Summary of Qualifications

Over 25 years working as Software Quality Assurance Analyst in IT, testing financial and business applications. Participate at every stage of development, testing and defect management from the initial design and raw materials to the final delivery, to ensure that a product or service consistently meets quality requirements and customer expectations

Excellent knowledge working with QA management tools: HP QC/ALM, Share Point, ClearQuest, Jira, MS Office, DevOps Utilized tools to run daily testing activities.

I based my work on QA methodologies Total Quality Management (TQM), Process and Product Quality Assurance (PPQA), and Statistical Process Control (SPC).

Worked under different models of testing, can refer to software testing methodologies like Waterfall, Agile, and Spiral, which define the overall process from development to testing, or types of tests that are performed at different levels, such as unit, integration, and system testing.

Experience working with desktop, web-based and mainframe applications, Data Migration including ETL validation and verification. Good knowledge of SQL. Experience working with SQL, Oracle, Sybase, Access and DB2 databases.

Have tested verity of Web Based Applications, have knowledge of .NET Web, Web Services, HTML, JavaScript.

I worked for more than 8 years in Wealth Management department, executing QA procedures for Investments and Trading Applications.

Experience developing automated test scripts (including debugging) using Selenium tool for Open Account applications. (HTML, Excel, Selenium executable procedure)

Have extensive experience testing Capital Market Applications. Assisted in testing adaptation to market and regulatory changes (Basel II, Investor Line, FATCA, CRM,), Front Office and Back Office functional solutions. Validated global instrument reference data for various trading, order management, risk reporting, settlement and compliance systems. Tested third party product (Broadridge). Focused testing on Trading Confirmations, Statements and Portfolio Performance Reports. Experience in batch testing: Prepared input files (Unix, TSO) and validate file output after overnight batch job is completed.

Experience testing Applications in Insurance domain; Home, Car, Travel and Life Insurances, Loan, Mortgage, Credit Card protection plans.

Tested IVR system (Interactive Voice Response) for investment accounts.

Experience in Mobile testing (Apple, Android).

Working experience with Landing Products Applications including payments: Mortgages, Personal and Business Credit Lines.

Performed API test: created input files based on system specifications and validation output for the following serve

Experience to do verity of testing: Ad Hoc, Functional, Regression, System Integration, (UAT) User Acceptance, Security, Cross-browsing testing.

Tested English and French versions of Applications, making sure that functionality, layout of the page and content comply with Business Requirements.

Collaborated with Business Partners, including Senior Management, to define business objectives, processes and requirements.

Provided training and support to quality assurance team on system, procedures and core processes.

Organized, responsible and reliable with strong motivation to achieve tasks completion quickly and efficiently.

Systems: MS-DOS, Windows OS, UNIX, LINUX, MAC OS

Database: MS Access, MS SQL Server, MySQL, Oracle, Sybase SQL Anywhere, IBM DB2, Salesforce, Netezza, DB2

Apps&Tools: MS Office, Test Director, Mercury, HP Quality Center, HP ALM, Clear Quest, Heat Tracking System, Vanguard Tracking System, Share Point, SourceSafe, Visual Studio, MS Office, WinSCP, Citrix, IBM AS400, IBM Rational Host On- Demand, JIRA, Confluence, TSO, TOAD for Oracle, SQL Plus, SQL Anyware Editor, Query Analyzer, DB Visualizer, Oracle SQL Developer, System Commander, Ghost, DevListener, FileZilla, Magic Partition, F-Prot, Fdisk, Snagit, Snipping, Selenium, Putty, Java Data Generator and AICS Web Tool 10.0, IBM SIS, TSO, Service Now, Lotus Notes, Slack, Zoom, Teams, TFS,, IBM SIS, DB Visualizer, Power Designer, Kyndryl (IBM)H62, Java Data Generator and AICS Web Tool 10.0, IBM, TSO, Azur.

Mobile Devises: Smart Phone: BlackBerry, Apple: 1Phone 8, 11, 12, Android: Note9, Samsung S8, S20

Browsers: Internet Explorer, Netscape, AOL, Safari, Firefox, Chrome, MS Edge.

Professional Experience

04/2023 – 4/2025 QA Engineer, TD Wealth Management, Toronto, Ontario

Performed testing for CGI Wealth 360 Plan Admin applications and Kyndryl (IBM)H62 Registered System, Account Profile/Inquiry, Registered Representative and other modules.

Worked with Functional and External Design Specifications, Release Customer Guide, TD Testing Impact documents.

Created Test Cases based on provided documents. Prepared test data like Create Update Clients, Accounts, non-financial and financial transactions (trading, deposits, withdrawals, payments).

Executed Functional, Regression and System Integration Test Cases Sets.

Performed validation after overnight Batch completion: created input files and making sure that output file contains updated information.

Designed functional test scenarios to assist automation team in writing automated test scripts.

Participated in Project Release discussions, Customer functionality reviews and triage meetings.

Communicated with Other QE teams to collect necessary information and coordinate system integration testing.

05/2022 – 08/2022 ETL Quality Assurance Analyst, BMO Office Connect, Scarborough, Ontario

Tested IFRS17 Project that is developed for validation of extract files. Tested layout, formatting and timing of extracted TAI data that was loaded to IDP Level for each source. Executed scripts to identify discrepancies between source and target tables (Oracle, Azur, DevOps).

Validated changes that developed for FATCA project to accommodate OCIF/ECIF data migration. Performed ETL testing for FATCA and CRS reporting Source to Level3. Created schema, tables with data. Executed scripts to make sure business logic and transformation rules applied correctly. Main Points of logic validation: Tax country, Reportable Account Owners, CRS Reportable Customers, Reportable Controlling Persons and Account Owners.

03/2021 – 11/2021 Quality Assurance Analyst, GoEasy Ltd., Mississauga, Ontario

Joined QA Team to carry out QA tasks for Fusion Data Migration project (Salesforce application). Main responsibility was to obtain knowledge of SF and Fusion applications. To create Technical Specifications for data migration based on Business Requirements and Data Mapping. To test data migration of Client, Application and Loans from SF to Fusion.

Conducted exploratory test of the applications. Ran preliminary test for some data objects. Raised defects in JIRA.

Assigned to EFS UAT project to execute test cases for ‘Easy Financials’ online and mobile applications. Validated UI for the following components: headers and footers, tool bar, navigation menu and loan calculator (Fire Fox, MS Edge, Chrome and MAC Safari; iPhone and Android OS)

Worked in collaboration with System Analyst and developers to eliminate gaps in LAMS Data Dictionary and Wealth View Data Schema. Created Technical Specifications for each data segment, specifying source (Salesforce), destination (Fusion), data specifications, including mapping and transformation rules. (MS Excel)

Observed results of data loads. Executed queries using SOQL language to extract data from target data base. Verified data quality and integrity. Compared Extract from SF staging data base with output in CLS Fusion data base for each data object. Raise defects for each discrepancy. Conduct Triage meeting. Maintained Defect Status report.

01/2019 – 05/2020 Application Tester, IBM Security Industry Services, Markham, Ontario

Participated in testing process of the IBM SIS applications: OSS Account Profile and Registered Plans. Area of expertise: Account Profile, Registered Plans. (Mainframe H62, H81, TS2 )

QA process involved the following tasks: analyze distributed project documentation, create Functional, Regression and System Integration test cases, created test data, set up required parameters, execute test cases, provided defect report and test progress report. (ServiceNow).

Performed Functional and System Integration testing of API for the following servers: FTDPP, FTASP, FAPHP, CPX3, CPX5

Tested batch process. (Java Data Generator and AICS Web Tool 10.0, IBM OSS, TSO, DB2, SQL).

02/2018 – 08/2018 QA Analyst, York University, Enterprise Academic Application Services, Toronto, Ontario

Joined Academic Resource Management System (ARMS) project to perform Functional and UAT testing for newly implemented features in Teaching Interruption Management System (TIMS) and Faculty of Graduate Studies (FGS). (Chrome, Firefox, JIRA, Confluence, MS Word)

Analyzed business flow and executed exploratory testing to learn and ensure product quality at the same time.

Created test cases, map them to Business Requirements. Updated existing test cases upon new change requests.

Executed test cases upon code delivery. Performed Functional, Integration, User Authorization and cross-browser testing.

Tester reports, verifying consistency between running reports on different platforms.

Maintained Test Cases and Defects in JIRA

03/2017 – 01/2018 Senior QA Analyst, B2B Loans and Mortgages, Toronto, Ontario

Joined Allouette Project to perform functional testing for T24 core banking solution to ensure the application functionality complies with B2B and LBC bank requirements. (HP ALM, IE, Chrome, Temenos SharePoint, MS Office). Tested ETL for payment project.

Analyzed Business Requirements, updated/created test cases, data traceability matrix, executed test cases, reported issues

05/2015 – 08/2016 Senior QA Analyst, Scotiabank Wealth Management, Toronto, Ontario

Provided quality assurance for CRM2 regulatory Project, ensuring that new application features comply with user requirements. (Web Apps, SQL, Mainframe H62, DB2, AS400)

Performed Functional and System Integration testing for Capital Market applications, tested Financial Reports and Trade confirmations, Account Statements, changes to Fee module (DataPhile, MPower, Charles Rever and IBM BTS, HP ALM, MS Office, XML, PureFacts, Symcor, SharePoint, SONLINE, Oracle SQL Developer, Sybase, Putty (UNIX))

Worked in Agile environment for Smart Advisor User and Client Data Integration data migration Project. (ETL, MS Access, Oracle SQL Developer, DB Visualizer, WinSCP). Managed defects, participated in Triage meeting.

10/2014 – 04/2015 Senior QA Analyst, BMO FATCA Reporting, Toronto, Ontario

Joined FATCA Reporting project as QA to perform testing activities to plan, execute and oversee testing results of regulatory changes and providing confidence in quality and reliability of the product. (HP ALM, MS Office, SharePoint).

Participated in introduction of vendor application. Analyzed BMO Business requirements to determine the scope of testing.

Created Test Plan and Test Cases, based on BMO Business Requirements, Data Load Mapping Rules and CRA FATCA Report mapping rules.

Executed Functional, System and System Integration testing for FATCA TRAC application: Data Ingestion module, Exception Management module, Internal Reports and CRA Reporting (XML)

Performed validation of data load (ETL), exception management (exceptions, managing exceptions – changing status and assigning to appropriate member of the team)

Verified Internal reports that provided statistics regrind data load.

After data successfully loaded and all failures are fixed, run CRA FATCA report. Validated Generated XML reports using business and mapping rule provided specifically for CRA reporting.

Managed defects in ALM. Participated in Triage meetings, Generated Status Reports

03/2013 – 07/2014 Senior QA Analyst, Scotiabank Wealth Management, Toronto, Ontario

Joined FATCA project – Foreign Account Tax Compliance Act to perform quality assurance of the regulatory changes. (Online Banking, HP ALM, MS Office, SharePoint, IE, Fire Fox, Chrome and Safari, IBM BTS, SQL, Mainframe H62, DB2, AS400)

Reviewed Business Requirements and Design Specifications. Created test plan and comprehensive test cases; identified test scope, of the required data, prepared test matrix based on created/ collected data. Ran test execution. Scotia McLeod and iTrade business lines, IBM BTS, Sybase SQL Anyware)

Performed front-end and back-end validation for Account open applications and forms. Tested Reports.

Create automated test scripts for Account Open regression test set using Selenium automation tool. Executed test scripts, debugged if failed. Fixed issues.

Performed Functional, System Integration, UAT and Non-Functional and Cross-browsing testing to newly developed Chat function. Maintained test activities and defects in ALM (HP ALM, IE, Fire Fox, Chrome and Safari).

12/2011 – 03/2013 Senior QA Analyst, BMO Global Asset Management, Toronto, Ontario

Worked for SimCorp Dimension project. (HPQC, MS Office, Charles River, Bloomberg data files, SharePoint)

Created Test Plan and Test Cases based on Business Requirements and Mapping rules, considering ETL process concept.

Compared source data from Charles River, Bloomberg, and Custodians to the data load extracts from SimCorp Dimension to ensure data quality and integrity. Verified records in the target table, making sure that transformation rules were correctly applied to the specified fields. Checked exception logs, analyzed data failures entered issues into defect tracking tool and assigned to the business or development team for resolution.

Verified the results of the data load for the following Investment Instruments: Cash and Cash Equivalents, Equity, Fixed Income, Derivatives, Mutual Funds, Options, Money Market, Bonds and Swaps. Also Tested Trades and Account Balances.

Performed Mandatory field validation for the Funds, Positions and Securities after data load.

Re-tested fixes that were provided with the new data load. Run regression test when required. Maintained defects until fixed.

Participated in the ‘Client Relationship Management’ Project (Salesforce, HPQC 10.0, MS Office)

Developed Test Cases based on Change Requests. Executed functional and regression test sets to verify that the changes were properly implemented for the following modules: Business Plan, Opportunities, Campaign and Action Plan.

Performed testing for the User Roles, verifying user access rights and privileges. Communicated with Business Analyst and Developer to clarify scenarios and functional flow for each user role.

Raised defects for the found issues and discrepancies. Maintained them until issues are closed.

01/2011 – 05/2011 QA Analyst, BMO InvestorLine, Toronto, Ontario

Participated in functional testing for the web-based application BMO Investor Line Vanguard. Performed front-end and back-end validation for the following components: My Portfolio, My Services, My Link, Optimizer, Research, Smart Search, FX Order Entry, Trade Now, and Global. (IE, TOAD for Oracle, HP QC, SharePoint, Clear Quest). Maintained Change Requests

Analyzed requirements for Change Requests. Created/Update test cases. Processed testing procedures until CR completion.

Entered defects in HP QC. Re-tested fixed defects and ran regression test for the relevant functionality.

03/2010 – 11/2010 Senior QA Analyst, TD Online Trading and Investing, Toronto, Ontario

Performed Business Acceptance Testing for the New Account Open 10.1 Release project. (HP QC, Mainframe IBM H62, Oracle, MS Office, IE, SharePoint, Citrix)

Was responsible to wright Test Strategy, Test Plan and Test Cases based on Business Requirements.

Executed Functional, Regression and Integration test suites for Online Account Open Applications, verifying quality and integrity of the application.

Validated forms that were generated during account open process for Investment Accounts (RRSP, RESP, LIF, RIF).

Wrote queries in SQL to validate client’s records after account applications were submitted, making sure that new or updated record was successfully saved in the database.

Performed Business Acceptance for the ‘Pegasus One – Global Trading Core’ project. (HP QC, Oracle, MS Office, Web Broker)

Updated test cases according to functional changes. Created Test sets to run Functional, Security, Regression and Business Integration Testing. Executed test cases upon code delivery.

Run rigorous testing for the Investment Consolidation Report and other Internal Reports.

Raised defects and managed them until closed.

Played leading role in Business Acceptance Testing for the ‘Ticketing – New Accounts Deficiencies’ Project.

Reviewed Business Requirements and all relevant documentation. Prepared QA Estimate, Test Strategy and Test Plan for BA and PA.

Created Test cases and setup Test Lab for each environment. Executed test cases, raised defects and assigned defects to the development team. Retested fixes and run regression test.

Participated in Production Implementation process. Distributed Daily Status Report to the team.

Worked on IBM Maintenance Release, performing regression testing of the BLAN applications that included front-end and back- end validation. (HP QC, IBM H62)

09/2009 – 01/2010 QA Analyst, BMO Product Operations, Toronto, Ontario

Participated in the Vista Product Presentation project. Applied QA knowledge to ensure that new functionality works as expected. Tested User Interface change. Verified that transactions are processed on time and balances are updated accordingly where applicable. (C#, Internal Defect Tracking Tool, DevListener, MECH, MS Office).

Executed functional and regression Test Cases for the following modules: Account Open/Re-Open, Account Details, Payments, Redemption and Exchange (SDS, IPS, RDSP, Mutual Funds, TFSA, Saving, Chequing Accounts); Customer Details, Setup, Amend; Beneficiary Details; Commercial Telephone Banking; Clearing and Electronic Journal; Registered and Non- Registered Investment Plans. Ensured that all discrepancies are eliminated and fixed.

Ensured that system generated forms due to newly opened accounts. Verified Content and number of the form are correct.

Raised defects to the internal defect tracking system. Re-tested fixed defects. Executed regression when required.

11/2008 – 12/2008 QA Analyst, BMO Product Operations, Toronto, Ontario

Tested new feature Smart Saving Account in Customer Connect Application. (C#, Internal Defect Tracking Tool, DevListener, MECH, MS Office).

Updated Test plan with new test scenarios. Performed testing of functions, Confirmation Letter and AML Reports. Verified transaction processed in MECH using DevListener tool. Managed defects.

01/2007 – 10/2008 Senior QA Analyst, RBC Online Banking & Direct Investing, Toronto, Ontario

Performed Functional, Regression, System Integration, cross-browsing and UAT for several Projects

For Online Banking: RCL & Home Line Electronic Statements, Integrity, Authentication, and Authorization, Online Banking Enrolment, Account Open, Payments and other projects.

For Investor Line: Open Access, Client Portfolio, IVR (Interactive Voice Response).

For Mobile Banking: Summary of Accounts and Bill Payment.

Analyzed Business Requirements and System Design Specification, created Test Plan and Test Cases, providing effective functional coverage. Performed relevant to each project test execution (HP QC, IE, Netscape, Firefox, Safari, AOL, MS Office)

Entered defects and discrepancies into HP QC, managed them until the status change to ‘closed’ (HP QC)

Co-ordinated Test Execution Process for UAT and Maintenance projects: assigned test cases to execute, collected test results and generated status reports.

03/2005 –12/2006 Senior QA Analyst, TD Securities, Toronto, Ontario

Worked as Quality Assurance Analyst for the Basel II project. (Financial Studio Explorer, Financial Studio Maestro, Financial Studio Reporter, Query Analyzer, Data Load Tool, Web Portal, MS Office, Citrix, SharePoint)

Reviewed and analyzed Business Requirements, Mapping Design Specifications, TD Customization and Transformation Rules, Default Value Rules, ETL Reference Data. Based on the provided documents created Test Cases, providing sufficient functional coverage for the following test validation: ETL process and data validation, functionality of the different modules FinArch applications and Reporting.

Communicated to Business regarding data sets for test execution and functional changes. Helped to update Mapping Rules and Flat files. Created List of changes for New Releases.

Tested ETL Process, ran loaded data for each business segment and checked completion progress. After business segment’s data

Verified data quality and integrity of the successfully loaded records, making sure the transformation rules applied correctly.

Created SQL queries to retrieve and manage data in the database. Executed scripts to update databases tables. Requested new data sets to retest fixes for the data load. Performed Regression Testing.

Tested Financial Studio Explorer to ensure that application features function as per business requirements.

Performed testing of Financial Studio Reporting module, validating ‘Capital Adequacy and Risk Asset’ Reports for each td business segment. Verified Content and calculated values based on the data loads.

Executed performance testing for Web Portal tool, determining how system performs during the data load.

Detected and analyzed issues entered them into the internal tracking database. Re-tested fixed defects.

02/2005 – 03/2005 QA Analyst, BMO InvestorLine, Toronto, Ontario

Participated in functional testing for Investor line, complex web-based application, ensuring that application functions conform to the provided requirements. (Mercury 9.0, IE6, SQL Query Analyzer 7.0).

Created and updated Test Cases for Functional and Regression Test Execution. Executed test cases, verifying quality of the developed or modified functions.

Tested User Interface changes. Validated back-end result of the submitted transactions. Validated calculation loss and gain calculation (Stokes, Bonds, Equities, Options and Mutual Funds). Validated Account balance. Executed cross-browser testing. (IE, Netscape)

Entered defects and discrepancies into Defect Tracking System, re-tested fixed defects and ran regression test.

03/2004 – 12/2004 Tester, BMO Product Operations, Toronto, Ontario

Performed functional testing for Customer Service Rewrite project (C#/Visual Studio.Net, DevListener, MECH).

Executed Test Cases for the financial and non-financial customer transactions in Pathway Connect Application, verifying quality of the migrated code.

Performed mock, functional and integration Test. Created defects for the issues and discrepancies. Re-tested defect and closed.

Executed regression testing upon new code delivery

09/2002 – 12/2003 Tester, CIBC Online Banking, Toronto, Ontario

Was assigned to test newly implemented Online Banking Home Page and AFP Migration project.

Executed unit, functional, regression, system integration and data base verification tests for Home Page and the following Applications: Insurance, Mortgage, RRSP and GIC.

Created Test Cases based on Business Requirements and System Design Document. Executed test cases upon code delivery. Entered defects to the Test Director and managed them until status changed to closed.

Performed cross-browser testing for all projects. ((Test Director, IE, Netscape, Safari, Firefox, Publisher Center).

08/2000 – 02/2001 Quality Assurance Engineer, Indefense Inc., Toronto, Ontario

Participated in all testing phases for Anti-virus Application Achilles Shield (C++/VB 6.0, Visual Studio, Linux, Windows, MAC).

Executed Functional, Regression and System Integration testing for the Antivirus application.

Run unit testing for one of the application components Macro detectors.

Performed Stress and Compatibility testing to determine the stability of the developed antivirus product. Managed Defects.

12/1998 – 08/2000 Tester, SRB International Inc., Markham, Ontario

Participated in all testing stages for the Trillium, Student Information Management System Application (Power Builder 5.5 and 7.0; DB Oracle 7.0, 8.0; SQL 6.5, 7.0, Sybase)

Created Test Cases based on Release Notes and Change Requests. Performed Functional, System Integration and Regression testing of the different functions and modules.

Validated changes to the User Interface. Verified back-end results, using SQL Plus and Query Analyzer to extract records. Performed system integration testing validating each module updated accordingly

Entered defects and discrepancies to the defect tracking system, re-tested fixed defects and ran regression around fixed functions.

Education:

09/1984 – 03/1987 Department of Product Engineering, College of Public Catering, Kiev, Ukraine

12/1997 – 03/1998 Advanced Computer Training for Engineers and Programmers, actE Inc., Toronto, Ontario

01/1999 – 03/1999 Training in Software Quality Assurance, S.T. Educational Computer Services Ltd., Toronto, Ontario

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