BACKGROUND SUMMARY

Senior Business Systems Analyst specializing in requirements analysis, business process design, modeling, and business reporting solutions by working directly with business teams, collecting and homogenizing data from disparate sources, formatting, streamlining, and converting data into a presentation/report-ready format to tell the story that the business needs based on the user's requirements. Possesses the ability to talk to business users and perform analysis of their business rules in order to develop useful reporting solutions or effectively communicate their needs to technical teams. Delivers presentation of data that is automated and on-demand by on-screen selection of criteria by the user. Utilizes data visualization and reporting tools including Tableau and other BI reporting solutions, for presentation in a format that can be easily understood. Possesses the ability to make sense of the details and communicate the Big Picture view to senior management. Recommends appropriate strategies to achieve results.

MCAS - Microsoft Certified Application Specialist Microsoft Excel

• Regulatory and Risk Reporting: Automates credit risk assessment reporting by developing calculations around counterparties individuals, sovereign governments and obligations loans, derivative transactions . Enabled the front office to quickly analyze the potential future exposure of a trade and prevent limit breach utilizing the bank's internal risk rating systems.
• Automated reporting which assisted the bank in measuring their credit exposure ensuring it is covered and calculated the bank's potential loss if a counterparty defaulted. Reporting helped determine the best method to cover risk and minimize loss. Automated reporting of capital ratios including RWA calculations.
• Developed current and future state processes on improving how the bank should handle the acceptance process around risk.
• As a Business Analyst, helped to implement systems which interfaced with G/L systems which tracked monies due from commercial banks, sovereign governments, and reserves.
• Ran quality checks and automated stress testing evaluating VaR Value-at-Risk for realized daily position losses and generated capital numbers to align with the Basel II accord.
• Established preventative and detective data integrity rules to prevent and review all data integrity issues.
• Well-versed in Banking and Healthcare IT, PowerPivot and SSRS Business Intelligence systems development, Microsoft reporting and database development utilizing Access, SharePoint and Excel VBA, Software Development Life Cycle Waterfall methodology , capital markets the secondary market , ERP systems, SOX controls and compliance, Dodd-Frank concepts, audit findings, data quality, metrics development. Experience working within multiple environments Dev, QA, UAT, Prod .
• Understands the significance of communication Soft Skills in relationship to performing as a Subject Matter Expert.
• Design of business systems, interfaces, and the financial products/positions that flow through them within the banking industry for front office, middle office, and back office systems, including ERP systems such as PeopleSoft Treasury and SUMMIT.
• Bank Regulatory reporting for the US Fed/Treasury , UK FSA/Bank of England , Basel ll including RWA-Risk Weighted Assets/capital requirements calculations and Canada OSFI/Bank of Canada , from a systems perspective.
• Has a high-level understanding of capital markets including the secondary mortgage market, commercial banking, and fixed income products including bonds, swaps, equities, trade lifecycles, derivatives and other interest-bearing financial instruments from a systems perspective. Commercial and investment banking, treasury and securities operations.
• Knowledge of healthcare subject-matter from the Client, Enrollment and Claims perspectives and Affordable Care Act ACA .
• Subject Matter Expert in the Home Modification Affordability Program HAMP developed by the US Treasury and all associated programs used to prevent homeowners from foreclosure, from the servicer's perspective.
• Well-versed in Information Security concepts, metrics, policies and standards, financial controls and process mapping.
• As a prior Financial Analyst, prepared monthly variance reports, quarterly, and annual reports summarizing and forecasting company business activities and position in areas of income, expenses and earnings based on past, present, and expected operations. Also maintained budget and actual expense reporting and worked as a key member in the budgeting process.
• Six Sigma methodologies including SIPOCs and BPM, assisting in identifying and managing gaps in processes, and RACI Responsible, Accountable, Contributing, Informed matrices/charts to define roles and responsibilities for different IT functions. Develops business process workflows within application-specific sequencing of activities using VISIO.

EXPERIENCE

Confidential

Sr. Business Systems/Business Process Analyst

• Elicits requirements and performs data analysis for the building of an enterprise-wide data warehouse.
• Performs business processes management for master data MDM , reference data, and mapping data which are key to functional requirements documentation.
• Works closely with company's external vendor to develop and outline a Data Governance plan.
• Streamlined a change management process for data updates and database deployments through Dev/QA/UAT/Prod.

Confidential

Technical Systems Analyst Dresher

• Two month temporary and timed project to create 2 functional specification documents.

Confidential

Sr. Business Systems Analyst / BI Reporting Developer

• Designed and developed an SSRS-based Business Intelligence reporting solution using PowerPivot, utilizing several disparate data sources including data points from a Microsoft Access database including user input forms , SQL Server, connection to a Teradata-based data warehouse, and consolidation of several Excel worksheets. Report resulted in client data which has been homogenized and compiled into one source from many sources allowing senior management access to on-the-fly, on-demand automated reports. Implemented a SharePoint solution enabling users to access and integrate with customized reports via any web browser or mobile technology. Produced for an Affordable Care Act data migration project.
• Developed a Microsoft Access application complete with input and search forms driven by VBA and Access macros. Tool used to expedite access to a Readiness Desk-Level Procedure knowledge base for Affordable Care Act customer service.

Confidential

Business Systems Process Analyst

• Designed and developed data visualization reporting using Tableau.
• Oversaw specific operational tasks related to the production of global reports in the Regulatory, Audit and Risk group.
• Implemented an automated Excel data repository to manage audit and regulatory issues impacting Operations Technology.

Confidential

Sr. Business Analyst/Process Lead Consultant

• Developed processes, use and test cases for an e-Commerce business unit and product line within Chase, supporting websites that sell goods and services as well as processes credit and debit card payments.

Confidential

Sr. Business Architecture Analyst / Sr. Bus Systems Analyst

• As a Lead Analyst on the Finance Technology Delivery team, performed assessments and analysis of current vs future state architectural models containing merged positions or instruments for a merger project between RBS Plc and ABN Amro. Systems included LoanIQ, OBIEE Oracle BI Enterprise Edition , Hyperion Essbase, Oracle Financials and a host of others. Assets and positions included equities, derivatives, money market, reference data, loans, etc.
• Designed business architecture models and created architectural specifications for Regulatory Reporting systems for the US, Canada, the UK and Basel ll responsible for computing Risk Weighted Assets RWA and monetary capital calculations .
• Developed Visio process flows, functional, technical, and systems approach documentation.

Confidential

Associate Director Perm

• Designed, developed, and managed key management processes in the CIO office for US, Asia Pacific and European-based streams. Included IT Strategy and Central Change, Demand Management, Portfolio Management, MIS Analytics, IT Investment Governance, and Workforce Planning.
• Managed data which helped to establish the annual budget based on a top down construction of the program, portfolio and program demands. This included collecting new data elements business users needed for reporting, creating relationships between these elements in an Access DB in order to create quick-access datasets for users.
• Led a data migration effort transferring close to 1M records of data from numerous Excel spreadsheets for load into a web-based Investment Governance application.
• Developed data quality exception reports which flagged issues in the quality of the report data. This enabled teams to analyze data quality reports weekly, increasing the integrity of data.
• Ensured that the portfolio of demand for Group Technology and its investment projects enabled the bank's strategic revenue goals to stay on target, support regulatory/legislative requirements, and move away from tactical spend.
• Developed and designed Unit, SIT, UAT test cases, and user documentation.
• Confidential Sr. Data Analyst/Developer Developed Business Objects reports used in the tracking of all servicer, investor and homeowner compensation activity collected for the Homeowner Affordability Modification Program HAMP developed by the US Treasury. Servicers included major financial institutions such as JP Morgan Chase, Citi Mortgage, Bank of America, Wachovia, and Wells Fargo. Well-versed in HAMP procedures including homeowner eligibility, NPV determination, fraud and compliance.
• Managed the issues tracking process through ClearQuest and documented procedures for US Treasury oversight. Developed an automated issues tracking report which populated Excel directly from ClearQuest and created graphs using VBA for Excel.

Confidential

Lead Analyst/Sr. Business Applications Analyst

• Developed high-level Information Security performance metrics and dashboards for Sr. management in Monitoring, Access Management, Authentication, Recertification, Policies Governance, and Security Risk Analysis groups.
• Supported PeopleSoft Treasury Deal ERP for the Finance community. This included modeling and troubleshooting reports, performing month-end close processes such as accounting event maintenance and recording, instrument type/portfolio management, securities creation maintenance, deal confirmation tracking, administration and evaluation.
• Performed BA duties on an enterprise-wide implementation retiring of a PeopleSoft Trading application replaced with SUMMIT, a real-time trading and risk management application supporting trade processing, treasury deal confirmation and settlements in the capital markets.
• Assisted in the development and maintenance of policies, guidelines and standards and rewriting, retiring ISO Standards.
• Utilized Six Sigma methodologies such as SIPOCS and BPM Business Process Modeling in recommendations for business process improvements while adhering to federal SOX controls for infrastructure-related processes.
• Provided strategic risk analysis data to Information Security management, with the aid of metrics to assist in developing cost-cutting expenses and risk mitigation strategies.
• Created a systematic approach to organizing and reporting on audit PwC, OFHEO, and other audit findings.
• Analyzed data obtained for evidence of deficiencies in processes or lack of compliance with Freddie Mac Standards Policies.
• Created a Microsoft SharePoint repository to manage compliance documentation.
• Worked one-on-one, weekly, with the VP of Information Security CIO , assisting in creating and enforcing a strategic approach to remediating audit findings and significant deficiencies.
• Well-versed in mortgage securities and products such as derivatives, debentures, swaps, and some FX products.
• Identified the appropriate metrics and measuring performance with AIM Pages, AIM, and Community programming in order to increase page views and revenue. Developed high-level financial models to track revenue based on CPM/impressions.
• Discovered software bugs i.e.,defects , logged in ClearQuest and determined what is and what is not acceptable to the new software applications. Identified gaps based on the functional business specifications.
• Well-versed in Security Monitoring for Novell, Windows, and UNIX Server Scan Analysis and Investigations , Access Management Provisioning, Security Risk Analysis, and Standards Policies.
• Ensured that all online banner and e-mail campaigns were running according to the marketing plan, and that impressions and leads were being delivered as expected.
• Used campaign tracking software OMNITURE to analyze performance of various campaigns and creative.
• Developed Business Objects reports BOXI from various databases such as Oracle and Sybase and updated BI universes.

Sr. Analyst / Resource Capacity Planning Analyst Internal Transfer

• Wrote an automated program to manage the supply and demand of resources for AOL projects using VBA.
• Applied SDLC methodologies in implementing IT projects Waterfall .
• Wrote expert VBA macros and designed automated Excel reporting to create on-demand and on-the-fly reporting.

Sr. Financial Analyst

• Performed long and short-term forecasting and budgeting duties along with making recommendations to senior management in reference to project initiatives and G A expenses. Developed fully-automated financial models for all recurring reporting which cut preparation time by 90 , using VBA.
• Utilized detailed, statistical, and automated reporting to provide monthly metrics for various marketing programs and registration characteristics. Oversaw forecasting and budgeting detail for the

Sr. Systems Analyst

• Coded SQL to update and query the DB used by AOL Customer Care reps, which held AOL's 35 million member info.

Sr. Systems Analyst

• Utilized KPIs in reporting as a measure of performance versus various targets and performed statistical reporting analysis.
• Designed and implemented fully automated web-based reports detailing web server capacity gigabytes transferred, max hits and project-based metrics reporting showing the effects the variables have on revenue and cost.

Promotion to Systems Analyst same department after 7 months.

• Performed advanced data access techniques by connecting and automatically populating/formatting Excel spreadsheets from Sybase, Oracle, Access, and Postgresql disparate database sources using Microsoft tools and VBA programing.