Summary

Possesses extensive global experience in the financial services industry, process reengineering/managing/analyzing/developing for such fields as banking, brokerage, alternative investments, retirement, credit, debt, trading, mortgage, payments, pricing and insurance. Offers important leadership qualities, such as an incisive ability to assess process, project and business requirements for Value Chain optimization and integration, leading to software development for process implementations. Skilled at managing, mentoring business analysts, software engineers and training individuals in the use of specialized applications. Have worked with leading financial firms like Fidelity, Merrill Lynch, SunAmerica, XL America, AIG Advisor Group, ING US, FDR, Total System Solutions, Federal Home Loan Bank of Atlanta, TMX Finance and Official Payments etc.

Areas of Expertise

Quality Assurance SEI CMM Methodologies SDLC, RAD, RUP Agile with Scrum Information Security Testing E-Commerce Cryptography Mainframes Mini Computers BPR and Process Mapping/ Control Client/Server Computing Master Data Management Data Governance Data Warehousing/Business Intelligence Sarbanes Oxley Compliance Global Delivery Management Project portfolio management Data Conversion and Integration Vendor Management Mobile development CRM Tools Cloud Computing ACH Processing

Finance Skills

• Financial Engineering, Corporate Finance Basic and Advanced , Corporate Valuation, Financial Markets, International finance, futures and options, personal financial planning, alternative investments, Compliance, insurance and risk management.
• FINANCIAL RISK MANAGEMENT APPLICATIONS SKILLS
• MOODY'S RISKFRONTIER, BARRIE AND HIBBERT, QRM RISK FRAMEWORK, SAS INTELLIGENCE PLATFORM, ASSETCONTROL With Bloomberg and SuperD as data feeds .
• ERP SKILLS CRM SKILLS
• ONYX, REDTAIL, JUNCTURE, SMARTOFFICE, SALEFORCE.COM, SUGAR CRM
• FINANCIAL/INVESTMENT APPLICATIONS SKILLS
• SUNGARD, MORNINGSTAR, PERSHING, PRUDENTIAL, EBIX, EZDATA, SCHWAB, LIVEOFFICE, ANNUITY INTELLIGENCE, ADVISORS ASSISTANT, CAPTOOLS, ENVESTNET, ALBRIDGE, NFS, TSYS TS2, VERITEC

Computer Skills

• Languages: Java, TCL, JavaScript, VBScript, C, C , Perl, Basic, Prolog, Lisp, COBOL/400, RPG/400, Pascal, Smalltalk, Assembly, PSPICE, FORTRAN, UNIX Shell Programming, Embedded Systems Programming, PL/SQL, I4GL, Pro C
• Programming Tools: BizTalk Server, Resin Application Server with Struts Framework, WebSphere, BEA Weblogic 8.1, Vignette 5.6, Broadvision 4.1, Silver Stream, Powerbuilder 8.0 with PFC, Sybase EA Server
• Databases: Ingress, Informix, Sybase, Oracle 8i and DB/400, DB2
• Other Tools: Actuate 8.1, WinRunner, TestDirector, ASP VB Scripting ,HTML, XML, MS Site Server, MS FrontPage, Visual Caf , Jbuilder, MS Project, BIZTALK Server, Business Objects, Crystal Reports, Microstrategy, SUNGARD OMNIPLUS, SUNGARD POWERIMAGE and OMNISTATION
• Agile Project Management Tools: VersionOne
• Data Design, Modeling/Object Design, Modeling: RUP, Object-Oriented Design using UML, Rumbaugh, BOOCH, Object-Oriented Architectures, Rational Rose, Erwin, iRise, Visio
• Version Control: PVCS, VSS
• Web Servers: IIS, Netscape, Apache
• Operating Systems: MS Windows 9x/2000/NT, Sun Solaris, HP UX, OS/400, VAX/MS, LINUX
• Quality Delivery and Tools: HP Quality Center, Six sigma, ISO 9000 and SEI CMM Models

Significant Projects

• A data conversion and integration project across five of the broker-dealers under AIG Advisor Group to create an integrated information architecture, which involves SunGard providing the user interface and Pershing Systems used for trading and clearing.
• Advisor Portal - A brand new state of the art web portal for financial advisors developed at the AIG Advisor Group, This involved work with the content management system as well as the integration with many vendor applications.
• Requirement Gathering/Analysis for Integration of Merrill Systems with the systems of newly acquired INVESCO Corporation which is now Princeton retirement Group. This involved working with SUNGARD systems for customizing PDS, using POWERIMAGE for workflow management and using OMNISCRIPT for plan configuration, and OMNISTATION as a client tool.
• Developed a custom Pricing System for Lucent Corporation using a Competitive Index based Pricing Model. The System will also assist in agreement pricing. The System was developed using PowerBuilder and JAVA technology.
• Analyzed an electronic invoicing application related to foreclosures being used by banks and their vendors attorneys . The vendors will work with the banks in servicing their needs required in a foreclosure process.
• For an insurance application, Performed requirements analysis and created system architecture, website storyboarding, and Vignette templates, while leading a team of two on-site and ten off-shore developers, for XL America, Inc utilized BEA WebLogic 6.1,
• Vignette 5.5, XML, Java 2, Oracle 8i, HTML, Netscape Web Server, and Vitria for a Sun Solaris operating system.
• Led the production of an internet exchange as part of business process reengineering BPR , which will let collectors bid on the delinquent account data provided by FDR, overseeing the project from the discovery phase to the construction phase developed JSPs for the content management system, as well as the display side of the website, using Broadvision, BladeRunner, BEA WebLogic, Oracle 8i, and PL/SQL.
• Analyzed and help build an application for a brokerage, which will help representatives of the brokerage in performing trades, track investment options and opportunities, view revenue and compliance reports.

Professional Experience

Senior Business Analyst/Project Manager

Confidential

• Managing Coprorate Risk Applications for Confidential
• Serves as the highest level business analyst expert, providing leadership on complex projects across multiple business areas, multiple platforms and/or multiple locations.
• Formulated and defined system scope and objectives based on both user needs and a thorough understanding of business systems and industry requirements considered business application of technology to both current and future business environment.
• Lead, developed, or modified processes to resolve complex business issues, considering computer capacity and limitations, operating time, and form of desired results includes analysis of business and user needs, documentation of business requirements, and translation of business requirements into system requirements.
• Developed detailed application, product, and/or tool selection evaluation criteria based on identified product requirements assumes full accountability for developing business requirements for complex issues.
• Used comparative analysis techniques to evaluate and recommend overall solutions for client/organization. Provides senior level consulting services to internal business groups on process improvement projects designed to improve business and IT results.

Senior Business Analyst/Project Manager,

Confidential

• Business Analysis and Requirements gathering related to mobile applications official payments applications used by customers to make IRS, County, University, Hospital payments .
• Business Analysis and Requirements gathering related to IVR official payments applications.

Senior Business Analyst,

Confidential

• Worked on RICEFs and RTMs for Atlas 5.0 includes acceptance criteria .
• Worked on the Data Collector for the state of IL.
• Worked on the form specifications.
• Worked on the Functional Specifications for IL Veritec.
• Worked on the Master data dictionary for Atlas 5.0.
• HP Quality Center was used for requirements management.

Project Manager/Senior Business Analyst

Confidential

• Accounts Redesign Project - Consolidation of client and account data across three Broker dealers.
• Master Product, Sponsor data Management.
• ServiceNet - A CRM application for processing advisor requests.
• Notification System - Providing advisors with business process related notification.
• Common Commission System across three broker dealers.
• Advisor Portal - A brand new state of the art web portal for financial advisors.
• Audit and Compliance Systems.
• Trading and Clearing Applications.
• Licensing and Registration System.
• Portfolio Management Applications for Advisors.
• Investment Advisory Platform.
• Document Management systems.
• Business Performance Reports.
• Practice Analysis Solutions for Advisors.
• Analyzed and managed development of 45 complex commission reports using Crystal reports for PowerBuilder and Windows based advisor facing applications. Also have done conversions from Crystal reports to other reporting tools like actuate.
• HP Quality Center was used for requirements management and quality assurance processes.

Project Manager/ Business Analyst

Confidential

• Requirement Gathering/Analysis for Integration of Merrill Systems with the systems of newly acquired INVESCO Corporation which is now Princeton retirement Group.
• Responsible for Gap Analysis, Trading/Clearing, ROTH 401K, IRA Rollovers, Branding, and Advice Access. This involved working with SUNGARD systems for customizing PDS, using POWERIMAGE for workflow management and using OMNISCRIPT for plan configuration,
• and OMNISTATION as a client tool. Also worked with Payroll Automation, Test on Demand Compliance , Online Feedback files, Events Management etc.

Financial Systems Analyst

Confidential

Worked on Analysis and Design and development of SWAP Collateral System, Mortgage Purchase Finance, Principia Systems, ACH, Wires etc.

Client/Server Analyst

Confidential

Worked on Analysis and Design and development of Pricing System for Lucent Corporation.

Client/Server Analyst

Confidential

Worked on Analysis and Design of Automated testing processes for the TS2 System.

Business Analyst,

Confidential

• Evaluated Business/technical solutions, helped in product development. Supervised and guided software engineers, implemented methodologies, and provided quality assurance for Electronic
• Bill Payment and Presentment EBPP and Electronic Invoice Presentment and Payment EIPP Solutions.

Business Analyst

Confidential

Evaluated technical solutions for clients and did Analysis and Design. Supervised and guided software engineers.

Business Analyst

Confidential

Oversaw the fulfillment of client expectations for software by directing business and product development.

Business Analyst /Technical Consultant

Confidential

Performed project discovery, effort estimation, and architecture and solutions consultation. Devised development strategy and managed the technical building process. Provided product training and mentoring as well as pre- and post-sales support.

Systems Executive

Confidential

Analyzed requirements, designed software solutions, programmed applications, and tested developing and finished products.

Systems Engineer

Confidential

Scientific Officer

Confidential