Sr. Business Systems Analyst

Multifaceted and process-oriented financial and systems professional.  Offer extensive financial systems, process analysis, operations and middle / back office experience, including working within high-pressure trading environments.  Track record of providing expertise and remediation strategies that reduce operational risk, ensure compliance and contribute to organizations’ sustained success.

Professional Profile

Financial Software

Agile Development

Trade Allocations

Corporate Actions

Financial Operations

Middle / Back Office

Reporting / Analysis

Regulatory Compliance

Technically savvy – respected for strong ability to continuously adapt to evolving requirements and technologies.

Solutions focused ­– leverage a deep understanding of technology and the business to streamline and automate key processes.

Service oriented – ensure outstanding experiences by quickly resolving issues and addressing each client’s unique needs.

Skilled communicator – able to articulate often-complex technical concepts / processes in a clear, benefits-focused manner.

Professional Experience

Business Analyst-Omgeo/DTCC – Boston, MA                                                                                                      09/2015 – Present

 Business Analyst utilizing Agile methods in collaborating, gathering, analyzing and recommending solutions for software implementations.

·   Performed gap analysis on business processes and system requirements.

Sr. Business Systems Analyst- Epsilon- Wakefield, MA                                                                            08/2014 – 07/2015

Contributes to produce and manage client deliverables relative to client multi-channel marketing engagements for a large pharmaceutical healthcare client.

Business Analyst/Project Consultant –State Street-Quincy, MA                                                               04/2013-12/2013

Utilizes lean methodology in processes throughout the Software development lifecycle to analyze and document system requirements/business needs for business line initiatives/projects   

·   Worked as lead analyst in a collaborative environment to drive data automation project for multiple business lines. 

·   Thoroughly tested data enrichment application on behalf of stakeholders and associated processes to be used in streamlining enterprise recon data feeds.

·   Plans and conducts user acceptance testing (UAT) on behalf of stakeholders to document and report results.

·   Collaborates with off-shore/on shore teams, business users, developers and I.T.  

·   Works independently and as part of larger team to deliver documents/requirements according to planned schedule.

·   Defines corporate recon systems requirements by facilitating user meetings and developing use cases stored in share point.

·   Participates in project planning and management by tracking and maintaining plans, issue logs and preparing project documents.

·   Used knowledge of SQL to read and dissect erroneous strings and breakdowns in scripts.

·   Analyzes processes and creates user best practices and process flows.

·   Collaborated with business partners to garner support for U.S. Swift messaging standards in order to reduce manual processing.

Investment Data Analyst – Scivantage Inc- Boston, MA

08/2011-07/2012            

Supported large institutional client for company provided cost-basis accounting software platform.  Analyzed, researched and deterred system and data breaks while maintaining system integrity as a primary point of contact/system expert.

As primary data analyst, reduced client break rate to below service level agreement numbers by .5% or more.

·   Provided front-line application functional support and knowledge for business users/client.

·   Researched and updated corporate action activity from vendors’ reference data within the system for accuracy and timeliness.

·   Provided business knowledge to developers, business analysts, and project managers in proper terms for concise understanding of concepts and intended fixes.

·   Worked with large sets of data to analyze and create global system fixes via SQL.

·   Respond to client inquiries research and resolve issues and/or escalate.

·   Submitted and traced user related issues via ticketing system such as defects and user enhancements.

·   Implemented and submit large scale complex fixes via ticketing system such as system bugs, data issues, or corporate actions processed incorrectly.

·   Performed testing and provided feedback/analysis and eventual validation for implementable fixes.

·   Gathered / wrote and tested user requirement for related systems.

Investment Operations Consultant (Contract)  State Street Bank, Boston, MA                                        04/2011-07/2011

·   Support client investment management operations.

·   Facilitated fixed Income and mortgage backed securities processing and settlements on Aladdin.

·   Responsibilities included confirmation, enrichment, allocations, assignments, research errors, failures.

·   Close communication with clients, brokers, and custodians.

·   Worked with large amounts of custodial data reporting in access and excel.

Senior Operations Analyst – Bank of America – Boston, MA                                                                     11/2006 – 09/2010

·   Serve as lead point of contact for trading and vendor issues.  Provided end user support for numerous financial systems, including Fiserv’s APL order management system.  Trained and mentored new employees as part of an “on boarding” process.

·   Worked with 100+ money managers participating in the “separately-managed accounts wrap trading” program for fixed income and equities.

·   Recognized for quickly addressing and resolving system issues, with a focus on system availability and business continuity.

·   Increased efficiency and maximized resources by developing new workflows and best practices guidelines.  Reduced APL / system related calls 40% by distributing user guides to traders and customers.

·   Avoided trading stoppages by surveying and diagnosing hundreds of daily equity block orders via FIX messaging.  

Trading Operations Analyst – Columbia Management Group – Boston, Ma

04/2006 – 11/2006

Supported international equity and fixed income trading desks in Boston and San Francisco.  Worked with four custodians involving hundreds of pre-market daily trade settlements.

·   Utilized Charles River (CRD) affirmation/confirmation for both fixed income and equity clearing and settlement.

·   Reduced and deterred trade fails in over 20 foreign settlement markets.  Earned a promotion after just six months.

·   Tested and implemented a new back office LVTS trade feed, which streamlined the flow of trade information to each custodian and eliminated manual user errors.  

Accounts Manager – Mounsey Corporation – Sterling, MA

03/2005 – 08/2005

Managed $300K in retail and wholesale accounts.  Performed business analysis and set strategic direction.  Oversaw all accounts receivable / payable and general bookkeeping.

·   Grew revenues 50% through strategic marketing and by providing outstanding customer experiences.

Senior Operations Analyst – Fleet Boston Financial – Boston, MA

09/2000 – 11/2004

·   Support Fixed Income trade operations for three large international trading desks in Brazil, Mexico and Argentina.  Served as Bloomberg system administrator for over 100 traders and sales people.  Led securities master set-up and maintained the department security master system for over 300 instruments.

·   Performed ad-hoc SQL queries within IBOR system for traders and business line.

·   Oversaw an argentine loan portfolio valued over $300M during economic downfall. 

·   Reduced and eliminated thousands of dollars in loss by avoiding failed trades.

·   Partnered in designing and facilitating an employee-mentoring program.  Trained new recruits on operating systems and culture.

Education

Bachelor of Arts in Criminal Justice and Psychology – University of Massachusetts – Lowell, MA

Select Technical Skills

Systems/Technology:  FIX 4.4 protocol, XML, VersionOne (project management software)  WinSql,  Front, Middle and Back office experience, Fiserv / APL Portfolio Management System (PMS) / FIX Messaging, Omgeo Alert, CTM, TradeSuite and Oasys, Reuters, Bloomberg OMS, IBOR/Opics, FBSI / Streetscape, Charles River Trading, LVTS, Trade Web, Fidelity Actions Exchange, IDC,BlackRock Aladdin, Smartstream TLM(Trade Lifecycle Management )

Additional Tools: Microsoft Office Suite (Excel, Word, Visio, PowerPoint), Crystal Reports, RDBMS / SQL, Microsoft SharePoint.

Additional Skills

Financial Tools / Instruments: Separately Managed Accounts, Domestic Fixed Income, Equities, Derivatives

Financial Processes: Agile Methodology, SDLC, Data Analysis,  Investment  Data Analysis, Systems Analysis, User Acceptance Testing, Systems Implementation and testing, Requirements gathering, Settlements, Custody (Prime Brokerage and DVP/RVP flows), Corporate Actions Research, Security Master Set-up, Reference and Market data, Brokerage Accounting, Cost-basis