Business and Process OptimisationData Transformation and WarehousingRegulatory Change
System and Cloud Development TestingSystem Implementation
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About me
I am a very experienced Business Analyst / Data Analyst with considerable investment banking experience gained across a wide range of products and systems, across front, middle and bank office environments. This experience provides a good background for delivering quality solutions in a timely, well organised fashion. Over the last few years this has mainly centred around regulatory requirements and supervisor conduct. I am looking to further develop my skills and knowledge in the field.
Superpowers
Data AnalysisRequirements AnalysisAgileProject Management
As a Business Analyst on a Conduct Risk Programme, I have been responsible for data analysis, test data preparation, global requirements analysis and documentation, writing Jira user stories, liaising with developers and other business analysts, participation in Agile ceremonies, and testing. I have used Microsoft Office 2016, SQL Developer, Clarity PPM, Symphony, Lotus Sametime, Cisco Jabber, Cisco AnyConnect Secure Mobility Client, SharePoint, Jira, and Confluence to complete my tasks.
Key responsibilities
Data Analysis
Test Data Preparation
Global Requirements Analysis
Writing Jira User Stories
Key achievements
Data Cleansing
Testing
Liaising with Stakeholders
Participation in Agile Ceremonies
Jan, 2018
Sep, 2019
business analyst
Financial Services
Financial Services
I have worked as a Business Analyst for two years at HSBC Securities Services (HSS). My duties included representing HSS in the Non-Markets workstream, global requirements analysis and collation of HSS requirements, participation in Agile development ceremonies, data analysis, test data preparation and data cleansing. I have also created a standard template for a business pricing and transparency charter, presented the pricing and transparency charter to business teams across HSS and tracked and collated completed Line of Business Pricing and Transparency Charters. I have also worked on GDPR and Legal Entity Identifier (LEI) Regulation for the HSS line of business in a global role.
Key responsibilities
Front Line Supervision
Global requirements Analysis
Agile development ceremonies
Data Analysis
Key achievements
Created Pricing and Transparency Charter
Presented Pricing and Transparency Charter
Tracked Legal Questions
Tracked 3rd Party Remediation
Jun, 2014
Nov, 2017
lead business analyst
Financial Services
Global Banking
I worked as a Lead Business Analyst for 4 years, on a long-term regulatory reporting project. My role involved analysis of client data requirements, review of product data requirements, creation of a reporting solution design, tracking of regulations changes, completion of Target Operating Model documents, liaison with country teams, creation of a back-up reporting solution, data analysis and test data preparation. I have also been using various tools such as Microsoft Outlook, Excel, Word, Visio, PowerPoint, Oracle SQL Developer, SharePoint, Lotus Notes 8.5.2, Notepad++ and Quality Center 11.0.
Key responsibilities
Analysis of client data requirements
Review of product data requirements
Creation of reporting solution design
Tracking of regulations changes
Key achievements
Completion of Target Operating Model documents
Liaison with country teams
Creation of back-up reporting solution
Data Analysis and Test Data Preparation
Mar, 2019
Sep, 2019
fatca and crs reporting business analyst
Financial Services
Financial Services
As a Fatca and CRS reporting business analyst, I was responsible for completing FATCA and CRS reporting for a large number of jurisdictions, as part of a small team. My duties included data extraction from core systems, completion of country-specific reporting spreadsheets, continuous improvement of reporting spreadsheet templates, and design, collation and completion of audit trail spreadsheets and a tracker. I used Microsoft Office 2016 for my work.
Key responsibilities
Data extraction from core systems
Completion of Country specific FATCA and CRS reporting spreadsheets
Continuous improvement of reporting spreadsheet templates
Design, Collation and Completion of Audit Trail spreadsheets and a tracker
Key achievements
Successfully completed FATCA and CRS reporting for numerous jurisdictions
Developed efficient data extraction processes
Created and implemented improved reporting spreadsheet templates
Developed Audit Trail spreadsheets and a tracker
Feb, 2013
Jun, 2014
business/technical analyst
Financial Services
Global Team
I worked as a Business/Technical Analyst for two years on a FATCA regulatory reporting project within a Global team. My responsibilities included providing review and comment on functional specifications, designing a solution and database to consolidate data for FATCA reporting, preparing manually test files to a downstream system, data analysis and specification of real time interfaces, and producing process flow documents. I have used various tools such as Microsoft Office, Microsoft Project, Microsoft SharePoint, Notepad++, and AutoPilot.
Key responsibilities
Review and comment on functional specifications
Design a solution and database
Prepare test files
Specify real time interfaces
Key achievements
Consolidated Firm data
Process flow documents
MQ Queue setup
FED Chapter 3/61 reporting
Jan, 2010
Dec, 2011
sales it etl business analyst
Financial Services
Sales IT
I worked as a Sales IT ETL Business Analyst for two years. During this time, I have delivered a number of successful implementations across multiple geographic regions and managed a significant high-profile multi-region change. I have also built an excellent working relationship with our Finance and Business Users, and improved my technical SQL skills. I have also introduced structured code walk-throughs, which has cut down development and testing time and improved code quality.
Key responsibilities
Delivering successful implementations
Managing a multi-region change
Building relationships with business users
Writing a technical specification
Key achievements
Successful implementations across regions
High-profile multi-region change
Improved technical SQL skills
Structured code walk-throughs
Jan, 2007
Mar, 2008
collateral management business analyst/project manager
Financial Services
Financial Services
I worked as a Collateral Management Business Analyst/Project Manager for 2 years. My role involves developing and enhancing the Exposure Manager system and consolidating data from multiple sources. I have been managing a global Collateral Management System Project, providing support to the Collateral Management Unit Business users in London, New York, Singapore and Mexico. My achievements include improved system performance and scalability, increased user satisfaction, decreased operational costs and development of automated processes.
Key responsibilities
Consolidating data from multiple sources
Developing and enhancing Exposure Manager system
Supporting Collateral Management Unit Business users
Managing global Collateral Management System Project
Key achievements
Improved system performance and scalability
Increased user satisfaction
Decreased operational costs
Developed automated processes
Jul, 2006
Jan, 2007
compliance business analyst/project manager
Financial Services
Financial Services
As a Compliance IT Project Manager, my job was to support and enhance the MANTAS System based in London. This system is used globally by Barclays Capital to provide support to the Compliance teams in Europe, the US and Asia. My role includes managing a wide range of traded products including credit derivatives, equities, equity derivatives, and interest rate derivatives.
Key responsibilities
Enhancing MANTAS System
Providing Compliance Support
Managing Traded Products
Supporting Global Teams
Key achievements
Developed New System Features
Improved System Performance
Reduced Compliance Risks
Enhanced System Security
Jun, 2012
Nov, 2012
group treasury data and systems analyst
Financial Services
Banking
As a Group Treasury Data and Systems Analyst, my main duties included running the Monthly Bancware UAT Regression Test, managing the UAT and Production Specifications, writing/updating Specifications for new and updated feeds, and performing data analysis, test data preparation, and data cleansing. I achieved success in ensuring that the UAT and Production Specifications reflected the current software, successfully completing the Monthly Bancware UAT Regression Test, creating new and updated feeds Specifications, and performing data analysis, test data preparation, and data cleansing.
Key responsibilities
Running Monthly UAT Regression Test
Managing UAT and Production Specification
Writing/Updating Specifications
Data Analysis, Test Data Preparation, Data Cleansing
Key achievements
Ensured UAT and Production Specifications reflected current software
Successfully completed Monthly UAT Regression Test
Created new and updated feeds Specifications
Performed Data Analysis, Test Data Preparation, Data Cleansing
Aug, 2009
Dec, 2009
business analyst
Financial Services
Financial Services
As a Business Analyst, I worked on a project to upgrade the Standard Settlement Instruction Counterparty Reference Data functionality of the centralised RBS Nucleus Counterparty data repository. I have successfully migrated 1.2 Million SSIs from the Wall Street system, centralised the data within Nucleus and provided functionality to feed the Wall Street system with SSIs in the future.
Key responsibilities
Migrating 1.2 million SSIs
Centralising data within Nucleus
Upgrading Counterparty Reference Data
Providing Wall Street SSI feed
Key achievements
Successfully migrated 1.2 million SSIs
Centralised data within Nucleus
Upgraded Counterparty Reference Data
Provided Wall Street SSI feed
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