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BP
BP-BA-5492
Foundation Read more about levels here
Business Analyst Pound Rate: £565
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Industries
Financial Services Financial Services
Projects
Business and Process Optimisation Business and Process Optimisation Data Transformation and Warehousing Data Transformation and Warehousing System Implementation System Implementation
About me

Over 20 years of experience in the financial services industry, specialising in client on boarding, service migration, data conversion, and project management.  I pride myself on planning & executing migrations so that the stakeholders (and the customers) experience a seamless transition, whether it is big bang or phased implementation.  I consider myself to be an enthusiastic, dynamic and tenacious individual who is customer. focused and able to provide creative solutions.  I enjoy working in demanding and pressured environments and thrive on challenging situations.  I have supported the establishment of operations teams, built better processes leveraging technology, provided exceptional operational support to users and key stakeholders, and looked at continually improving the services and processes with engagement of key stakeholders.

Superpowers
Data Analysis Gap Analysis Business Analysis Project Management
Skills
Business AnalysisData AnalysisData MigrationGap AnalysisProject ManagementResource ManagementStakeholder Management
Experience
Apr, 2022
Current
senior ba
Financial ServicesFinancial Services
Data Management
As a Senior BA I have been part of a project team overseeing the reconciliation between regulations and business activities/controls. My responsibilities include analysing existing regulations, defining regions and applicable entities, building metrics and statistics, and designing Tableau output. My achievements include gap analysis of existing monitoring platform, issue resolution and reconciliation, mentoring Tableau specialists, and deploying Tableau output.
Key responsibilities Key responsibilities
  • Analyse existing regulations
  • Define regions & entities
  • Build metrics & statistics
  • Design Tableau output
Key achievements Key achievements
  • Gap analysis of monitoring platform
  • Issue resolution & reconciliation
  • Mentoring Tableau specialists
  • Deploy Tableau output
Jun, 2020
May, 2021
senior ba
Financial ServicesFinancial Services
Financial services
As a Senior BA, I was part of a larger project team overseeing the roll out of a new cross border payment and FX solution for Citi Bank clients. My responsibilities included conducting high-level data analysis, preparing test data for UAT, performing gap analysis between new and existing flows, and utilising MS Access, Excel, and VBA. I achieved successful roll out of the new solution, corrected existing flows to avoid modifications of the new platform, delivered on-time and on-budget project completion, and improved client experience with the new payment and FX solution.
Key responsibilities Key responsibilities
  • Conducting high-level data analysis
  • Preparing test data for UAT
  • Performing gap analysis
  • Utilizing MS Access, Excel, and VBA
Key achievements Key achievements
  • Successful roll out of new solution
  • Corrected existing flows
  • On-time and on-budget project completion
  • Improved client experience
May, 2021
Apr, 2022
senior ba
Financial ServicesFinancial Services
Business analysis
As a Senior BA, my responsibilities include process re-engineering, technical assistance, data extraction, and requirements refinement. My achievements include the successful custody migration, issue resolution, data transformation, and in-flight trade analysis. I provide support to migration events, specifically with issue collection and tracking, and evidence collection.
Key responsibilities Key responsibilities
  • Process re-engineering
  • Technical assistance
  • Data extraction
  • Requirements refinement
Key achievements Key achievements
  • Custody migration
  • Issue resolution
  • Data transformation
  • In-flight trade analysis
Sep, 2019
Jun, 2020
workstream leader project manager
Financial ServicesFinancial Services
Project management
As a Workstream leader project manager, I was responsible for overseeing the migration of all accounts from the debt management system (FICO DM6) to the newer version (v11). This included data analysis, data gap analysis, data quality profiling, and facilitating risk analysis. I also designed and implemented a COVID-19 tactical solution to process customer mortgage break requests. I reported to stakeholder management, the wider programme, and provided SME project representation.
Key responsibilities Key responsibilities
  • Overseeing migration of accounts
  • Data analysis and gap analysis
  • Data quality profiling
  • Facilitating risk analysis
Key achievements Key achievements
  • COVID-19 tactical solution
  • Processing customer mortgage breaks
  • Reporting to stakeholder management
  • Providing SME project representation
Jul, 2016
Nov, 2018
workstream leader project manager
Financial ServicesFinancial Services
Financial services
As a Workstream Leader Project Manager, I managed the successful delivery and business analysis of GDPR phase 2, gathered and documented requirements for new German tax regulations, analysed FundSERV message structures for a new product offering, and analysed the end to end testing process to reduce post-implementation defects. I reported to stakeholder management, providing SME project representation.
Key responsibilities Key responsibilities
  • Successfully delivering GDPR phase 2
  • Gathering and documenting requirements for new German tax regulations
  • Analyzing FundSERV message structures for a new product offering
  • Analyzing end to end testing process to reduce post-implementation defects
Key achievements Key achievements
  • Successfully implemented GDPR phase 2
  • Documented requirements for new German tax regulations
  • Analyzed FundSERV message structures for a new product offering
  • Analyzed end to end testing process to reduce post-implementation defects
Feb, 2015
Mar, 2016
data migration workstream leader
Financial ServicesFinancial Services
Data Migration
As Data Migration Workstream leader, I was responsible for the successful migration and consolidation of Transfer Agency services from JP Morgan Asset Management. My responsibilities included project management, requirements gathering, business analysis, testing, and implementation. I was also responsible for defining/reviewing of the new Target Operating Model and managing the data migration process for all major events leading up to and including going live. I achieved successful migration and consolidation of 100's of funds and related share classes, including multi-currency (Hedged & Shadow) and SICAVs which were being administered on 2 different TA platforms and operating models. I also successfully managed 8 million historical trades in scope.
Key responsibilities Key responsibilities
  • Project management
  • Requirements gathering
  • Business analysis
  • Testing and implementation
Key achievements Key achievements
  • Migration and consolidation of 100's of funds
  • Multi-currency (Hedged & Shadow) and SICAVs
  • Managed 8 million historical trades
  • Defined/reviewed of the new Target Operating Model
May, 2014
Jul, 2014
data migration workstream leader
Financial ServicesFinancial Services
Data Migration
As a Data Migration Workstream Leader, I had begun the approach and framework design for the migration when the project was put on indefinite hold. My responsibilities included designing the approach and framework, developing a data migration plan, managing project stakeholders, and organizing project resources. My achievements included formulating a migration strategy, identifying stakeholders' needs, developing a data migration plan, and managing project resources.
Key responsibilities Key responsibilities
  • Designing approach and framework
  • Developing data migration plan
  • Managing project stakeholders
  • Organizing project resources
Key achievements Key achievements
  • Formulating migration strategy
  • Identifying stakeholders needs
  • Developing data migration plan
  • Managing project resources
Jul, 2014
Feb, 2015
data migration project manager
Financial ServicesFinancial Services
Financial services
As a Data Migration Project Manager, I was responsible for the successful migration of several new clients onto BBH's TA offerings across the UK and Ireland. My team and I implemented a methodology for the migration of historical data to BBH, developed comprehensive data extracts to support testing, and managed the data migration process for all major events leading up to and including going live. We also standardised an approach to the on-boarding of new TA business, and analysed, migrated and reconciled trailer fees to the supporting Quartal system.
Key responsibilities Key responsibilities
  • Implemented methodology for data migration
  • Developed data extracts for testing
  • Managed data migration process
  • Standardised approach to on-boarding
Key achievements Key achievements
  • Successfully migrated clients onto BBH's TA offerings
  • Analysed, migrated and reconciled trailer fees
  • Maintained data integrity throughout process
  • Ensured smooth transition to live environment
Jul, 2012
Apr, 2014
data migration project manager
Financial ServicesFinancial Services
Banking services
As a Data Migration Project Manager, I was responsible for the successful launch of HSBC's new TA platform GTAP. This included capturing and documenting the business' requirements for in-flight/transitional work and ensuring that they were supported by the data being migrated. I also managed and maintained the runbook for all work streams to ensure a smooth implementation, whilst providing accurate real-time tracking and checkpoint forecasting for the stakeholders. I was also responsible for project planning, progress reporting, issue resolution, and contingency/risk planning.
Key responsibilities Key responsibilities
  • Capturing and documenting business requirements
  • Maintaining runbook for work streams
  • Project planning and progress reporting
  • Contingency and risk planning
Key achievements Key achievements
  • Successful launch of HSBC's new TA platform GTAP
  • Ensuring business requirements are supported by data migration
  • Providing accurate real-time tracking and checkpoint forecasting
  • Issue resolution
Aug, 2010
Jun, 2012
data migration project manager
Financial ServicesFinancial Services
Financial services
As a Data Migration Project Manager, I was responsible for the successful migration of several new clients onto JPM's TA offerings across the EMEA region. My team was responsible for the business analysis of data mapping, implementation of conversion rules, auditing of data changes, and development of data extracts. We also achieved the successful migration of clients, analysis of trailer fees, data migration and reconciliation, and standardised on-boarding process.
Key responsibilities Key responsibilities
  • Business analysis of data mapping
  • Implementation of conversion rules
  • Auditing of data changes
  • Development of data extracts
Key achievements Key achievements
  • Successful migration of clients
  • Analysis of trailer fees
  • Data migration and reconciliation
  • Standardised on-boarding process