Summary
Quality Assurance and Client Support professional with strong internal controls, analytical skills
and project and management experience
Professional Experience
December 2005 - Present Senior Quality Assurance Analyst, LD Services Ltd, Hackensack, NJ
Develop detailed test plans for all new system enhancements and new functionality for the MShare Shareholder Services System
Develop mini test plans for new functionality in order for department programmers to perform initial analysis on enhancements and/or new programs
Review functional and technical specifications and identify logistical problems and offer solutions to programming to improve functionality
Review and update existing regression test plans to include system enhancements
Write and maintain test automation using QA Run and Quick Test Pro
Conduct general regression testing for entire system for all product releases to ensure accuracy and functionality
Assist support team to troubleshoot and resolve complex client issues (as needed) in a timely fashion
Participate in management meetings and assist in the creation of design regarding new enhancements for programs, and proactively create test plans in order to ensure timely and accurate implementation
Manage daily workflow of all members of the QA team to ensure all deadlines are met
Review and maintain timesheets of QA team to ensure proper billing to clients
Assist QA team members by explaining new system functionality and troubleshooting issues
Create, review, and maintain project management schedule for each release to ensure timely delivery of product
Assist technical writers with Help documentation to ensure accuracy for end users
September 2002 – December 2005 Financial Systems Consultant, LD Services Ltd, Hackensack, NJ
Responsible for client support for the MShare Shareholder Services System
Maintained and strengthened relationships with existing clients
Contributed to the writing and implementation of online help for the MShare system
Created training materials and procedures for new client installations as well as new functionality training for existing clients
Developed custom business and functional specifications for MShare enhancements
Conducted new employee training
Conducted on-site software training for new clients, including end users and management
Conducted general regression testing for entire system for all product releases to ensure accuracy and functionality
Conducted user acceptance training on new program functionality and reports prior to release
January 2001 – September 2002 Internal Marketing/Sales Associate , UBS Global Asset Management, NY, NY
Answered inquiries from Financial Advisors regarding UBS investment products
Provided investment advice to Financial Advisors when appropriate
Supported external wholesalers in all aspects pertaining to our product line in mutual funds, alternative investments and managed accounts
Prepared and provided daily phone statistic reports to management
March 2000 – January 2001 Settlement Specialist, Brown Brothers Harriman, Jersey City, NJ
Settled mutual fund trades
Set up wires to fund companies
Answered inquiries regarding mutual fund trades
Assisted other departments in reconciling accounts
June 1999 – March 2000 Account Executive, Ricoh Business Solutions, Paramus, NJ
Cold-called and telemarketed to businesses in my territory
Prepared proposals as required
Maintained current accounts
Provided product demonstrations to potential clients
Education
M.S. in Management Information Systems/Management, University of Phoenix—2006
B.S. in Marketing, Fairleigh Dickinson University, NJ—1999
Professional Licenses
Series 7, Series 66
Computer Skills
Microsoft Word, Excel, Power Point, Outlook and Front Page; Lotus Notes, Interbase and Oracle databases, SQL Plus, PL/SQL, PC Anywhere, QA Run
References
Available upon request