Summary of Qualifications:

• 10-years of combined business and information systems analysis; 5-years Senior Business and Project Management.
• 7-years of IT experience with expertise in software application data analysis, design, and report generation.
• 5-years of middle-office and back-office support experience in several international investment and merchant banks; 10-years of reconciliation process; 5-years of intelliMATCH; 3-years of SQL (Structured Query Language), Business Requirements Documentation and Feature Driven Development
• Developed Crystal, intelliMATCH, and Excel reports (vlookup formulas, pivot tables, comparative data analysis).
• 5-years of software developmental methodology to include Cognos Enterprise Planning and Business Intelligence reporting technology certification.
• Report creation using server and web-based architectural tools: Cognos BI suite 7.3, series 8, Impromptu, & Power Play
• Enterprise Planning Knowledge of complete Life Cycle Development process to include Requirement Analysis, Documentation, Development, Testing, Implementation and Maintenance.
• Team Building Skills Department and Intra-Department Cross-Training, Entrepreneurial influence, establish and maintain process ownership, emphasize solid communication, interpersonal skills and sharing of valid information.
• \'Big-Picture\' self-motivated team player able to respond and work independently with minimum supervision to meticulous details at all company levels in a timely and innovative fashion under pressure.

Operating Systems: Windows 95/98/NT/2000, UNIX, Terminal server.
Applications: Cognos 8 BI Reporting, Cognos EP 7.3, 8.1, Crystal Reporting 11.0, Framework Manager (8.1,8.3), Great Plains Accounting, Hyperion, Impromptu, Sungard Step intelliMATCH 7.3, 8.1, MAS 500, Midas Plus Accounting, PeopleSoft , Microsoft Office
Databases: Oracle, DB2, SQL Server, MS Access

Confidential, New York, NY
November 2010-July 2011
Manager / Senior Business Analyst / Application Developer Bank of Montreal (BMO), Toronto, Ontario, Canada.

• Remote-access project for BMO fully automation of manual reconciliations of cash and securities transactions and over-the-counter movements, archival and data warehouse restructuring.
• Coached several internal technical analyst and developers in acquiring vendor files and standardizing data feeds ahead of expected project deadlines. Established and maintained working relationships with various vendor Autosys groups, Technical Analysts, and Relationship Managers for the benefit of quickly acquiring and sharing client specific application data with multiple team members for project acceptance.
• From initial contract agreement to project task assignment, approach methodology to documentation control, and scheduled team meetings to project status meetings; various processes have been accounted for and completed for a near-future ‘go-live’ production model.
• Documentation creation to include Business Requirements, Technical Specifications, Data File Layouts and Libraries, End-to-End Data Flow Diagrams, Process Flow Diagrams, intelliMATCH Configuration Templates, Q & A Test Scripts, Training Manuals, Dash-Board Presentation Slides, and Project Plan Schematics.
• End-to-end Project Management and in-depth contact with all direct and indirect teams involved; Business end-users and Management, Data Warehouse developers and programmers, External (Vendor) and internal (General Ledger to in-house application team members) Source-file analysts, Security Administration, Change Management, intelliMATCH application development team, QA Team, and application specific Support Group.

Confidential, Jersey City, NJ
June 2010-September 2010
Business Analyst / Application Developer Swift, BONY, Nostro, and Foreign Currencies.

• Implemented new and enhanced existing intelliMATCH cash, securities and over-the-counter movement reconciliations. Consolidated and converted various application processes to minimize maintenance and offer clearer reporting to end-users. Managed front-end to back-end data field mappings using Access, SQL, and excel.
• Successful as a pivotal communication hub for all attributes for a major ‘Go-Live’ project event; working with project management in an ever-moving developmental environment, interpreting vendor file/s, structuring the timing of file-transfer-protocol, coordinating UAT testing scripts between middle-office applications and back-office ledger transactions, designing and modeling reconciliation statements, reconciling test results with the business group, and formalizing documentation. Identified vendor specific data scripts and incorporated data value layouts unique to Business Requirements.
• Exposure to FISERV NXG, UNIX shell scripting, Autosys, ORACLE, MS-SQL 2005/2008, and VBA Scripting. (Migration of Broadridge general ledger accounts using intelliMATCH for NewEdge and BONY reconciliations.)
• Offered intelliMATCH support to colleagues, management, and various business groups.
• Established liaison relationships with business partners in order to provide technical solutions to meet user needs. Participated in planning sessions with client/s to implement process improvement within an assigned client area.
• Worked with vendor relationship managers and developers to acquire technical specs of data feeds and identify and document the importance that is unique to the project and to the overall approval of the client.
• Developed supporting documentation for the processes according to existing standards.

Confidential,Charlotte, NC September 2009-June 2010
Project Manager/Technical Business Analyst/intelliMATCH Application Support Fixed Income, Credit Risk, Equities & Capital Markets

• Assisted development group with best business practice in consolidating processes, improving heavy maintenance-driven tasks, support select applications, develop steps for acquiring special application access, document technical data flow charts, worked directly with up-stream and down-stream groups to ensure completeness and accuracy of current and historical data.
• Understand and appreciate other’s tasks and duties by acquiring an overview of their specified area; document steps to share with other groups, resulting in quicker approvals.
• Worked with vendor relationship managers and developers to acquire technical specs of data feeds and identify and document the importance that is unique to the project and to the overall approval of the client.
• Identified all specific applications and their associated tools that are related and inter-related to the project, and discussed with Subject Matter Experts to fully understand the correlation. Upon understanding the flow, documented the aspects related to the requirements and the technical response of current and future state work flows; making note of any potential solutions and the inter-relationship between applications.
• Ability to communicate effectively with various groups; DBs (Database), SA (Security Administrators), Web-based Admin (Citrix), System Operations team (Domain specified applications), Administrative Systems team (FTP, SFTP [Secured File Transfer Protocol]), Developers, Programmers, Engineers, Management, Quality Assurance testers, Reconcilers, Application Support, Business Reporting.
• Involved in the JAD Project Design and Business Requirement Documentation and created the Functional System Design involving the merge and acquisition of Aqua, (reconciliation-based product from Wells Fargo Bank), and intelliMATCH (the end-product of reconciliation of cash and securities trading for Wachovia Bank).
• Identified and documented various stages and phases of specific planning, design, UAT and production changes (additions/deletions) to the current intelliMATCH environment using Best Business Practices related to the ‘clean-up’ process prior to the newly created intelliMATCH instance for the merger of companies, accounts, balance pools, matching pass criterias, import formats, user groups, security profiles, user access and privileges, and scheduled assigned jobs for ten Lines-of-Business to include Insurance, and International.
• Created a pre-production matrix document that profiles all identifiers used for intelliMATCH reconciliation. Mapped raw data; flow charts, technical designs, multiple application field identifiers.
• Exposure to Desktop, Citrix, Web-based and SQL server applications: .Net, Symantec i3, intelliTRACS, IRIS-Web, nBalance, RIE Data warehouse (Legacy Wachovia file repository), SSIS (SQL Server Integration Services), and Swift.

Confidential,Jersey City, New Jersey June 2009-July 2009
Technical Operations Advisor/Business Analyst

• Developed reconciliation statements using intelliMATCH 8.1 from raw scripted data.
• Communicated with the Business Analyst group to determine details for requested customized reports.

Confidential,New York, New York
February 2009-June 2009
Project Manager/Business Analyst/Developer

• Created reconciliation reports and the rules to match/combine/delete or provide exceptions to the discrepancies.
• Interpreted report specifications; created an import format and lookup tables, uploaded data, created matching criteria and produced a crystal report from a template.
• Created a technical documented developmental matrix that lists: company, accounts, balance pool identifiers, field names, field locations, field sizes, delimiter format, import formats, class identifiers, multiple matching pass criteria based upon full or partial matched or unmatched items, export report links, and table formats
• Built links, tables, matching field identifiers, establish rules
• Documented the functionality and operational attributes of data into final reports
• Fine-tuned end-user specification requests into live control documents
• Created desktop level instructions, summary-level of processes, and development creation of functional attributes of a successful reconciliation statement per requested requirements
• Planned, analyzed, designed, UAT tested, documented, implemented, trained, and maintained reconciliation processes

Confidential, Fairfield, New Jersey
March 2008-August 2008
Controller

• Direct budget and cost controls, financial analysis, accounting practices and reports, timely billing & accurate closings.
• Analyzed and interpreted financial data and recommended changes to improve systems and financial performance from all departments’ input.
• Supervised up to six exempt and non-exempt accounting and contract staff. Reported to CFO and President/COO.

Confidential,New Jersey
May 2006 March 2008
Assistant Vice President Finance and Control, Business Analysis
Operations - Cash and Capital Account Reconciliation Reporting Officer (January 2007)
Performance Management - Cost Controller, Budget and Forecasting Officer (Initial position)

• Reconciled and reported daily movements of Loan and Letter of Credit Department customer transactions of various automatic and manual, domestic and international accounts using intelliMATCH 7.3. (Upgrade from intelliMATCH 7.1 along with migration of Midas4 to Midas Plus Accounting System)
• Developed functional Cognos Power Play reporting tool version 8.3 for financial and accounting and back-office support groups based upon functional and non-functional business requirements.
• Cognos Enterprise Planning developer experience building custom reports using the Access Manager, Analyst, Contributor Application Console, and the web-based Contributor.
• Documented desktop-level procedures of daily reconciliation processes.
• Created an FTE matrix; identified employee/consultant cost, based on profit centers’ location, individual cost level, reported actual versus forecasted values, offered management data analysis and profitability solutions.
• Steered the 2007 budget revenue and cost process for all divisions of Fortis Americas; reported final budget to Home Office in Brussels.

Confidential, Edison, New Jersey
April 2005 April 2006
Senior Cognos Enterprise Planning Consultant/SOX Compliance Auditor/Business Analyst
Clients to include: Novartis, Niteo Partners (Internal), and NEC Solutions America.

• Performed and controlled various client business processes and applications of planning, budgeting, forecasting, monitoring, performance, reporting and analysis with solutions of Cognos Enterprise Planning integration.
• Cognos Enterprise Planning developer experience building custom reports using the Access Manager, Analyst, Contributor Application Console, and the web-based Contributor.
• Analyzed and assisted in the design and development of a client’s Sample Optimization Model, and Medicaid Forecasting model for Enterprise Planning conversion
• Documented Functionality Requirements, Design Specifications, Standard Operating Procedures, Systems Life-Cycle Development, Test Scripts, and Training Guides using illustration and functional explanation.

Confidential,Seattle, Washington
October 2004 April 2005
Senior Information Systems Consultant/Business Analyst
Clients to include: GCI of Anchorage, Natural Resource Group of Minneapolis, MRO Software of Boston.

• Documented and tested the controls of complex formulated Excel spreadsheets from field engineers and scientists.
• Analyzed the GL Data Cube, (report generation software product), and created general controls narrative for its purpose and usage for ‘Onion’ reporting from Oracle and JD Edwards data.
• SOX Compliance: Created general accounting control documents, redesigned KPMG process flowcharts.

Confidential,
June 1987 Oct 2004
Financial Controller/CPE Certified Senior Auditor/Business Analyst