Created and executed software test plans for some of the world’s biggest banks. Developed manual and automated test cases, analyzed results, and identified, documented and prioritized system defects. Functioned as primary point of contact, managing client needs and expectations.• Performed web-based development testing and quality assurance of new software releases, upgrades and system modifications, enabling clients to achieve compliance with IRS withholding and reporting requirements• Managed client communications by facilitating webinars and conference calls, identifying and documenting system issues and constraints, outlining system capabilities, and setting appropriate client expectations• Collaborated with project managers, analysts, developers and clients to achieve end-user satisfaction• Conducted business analysis to refine specifications for code developers• Formulated test strategies and test cases to validate system outcome/functionality• Collaborated with Project Managers to define delivery benchmarks and timelines• Verified software accuracy by working with development teams to identify and resolve issues• Managed a repository of test databases for future testing• Created user guides and release notes for clients/end usersSpecific experience:● Qualified & Non-Qualified Intermediaries●NQI & QI Structures with Withholding Pools & Beneficial Owners● Standing Allocations / Withholding Statements, Blended Withholding Rates● Tax Forms W9, W8-BEN, W8-ECI, W8-EXP, W8-IMY● FATCA, NRA, Pension, Back-up, State taxes● AML, KYC, CRS

Conducted and organized software quality assurance and production support for enhancements, functionality upgrades and bug fixes. Collaborated with business analysts, clients, end users and programmers to evaluate and test critical issues and brainstorm temporary workarounds.• Utilized System Development Methodology (SDM) in test plan development, execution and analysis, ensuring testing effectiveness and efficiency• Achieved database integrity by developing and implementing internal tracking system for logging test cycles• Identified and eliminated redundant data entry, resulting in streamlined testing processes• Managed both internal and external client expectations regarding system functionality, scope and deliverables, leading to increased client satisfaction and minimizing any functional ambiguity• Coordinated production support by effectively prioritizing projects, managing inventory and allocating resourcesSpecific experience:● Stock Splits● Blue Sky Share Tracking / Reporting● Auto Exchanges● Conversions / De-conversions● ACATS (Auto Customer Account Transfers)● Required Min. Distribution on Retirement Accounts (RMD)● Dividend / Capital Gain Processing ● Daily SWP (Systematic Withdrawal Program)● Daily AIP (Automatic Investment Plan)● Fund Mergers● NSCC (National Securities Clearing Corporation)● Trade Placement / Order Settlement● Contingent Deferred Sales Charge (CDSC)● Non-business Day Rate Processing● Retirement Plans● Corporate Actions

Developed, wrote, analyzed and performed software development and testing on small-to medium-size projects. Investigated system issues and identified solutions based on system capabilities and constraints to meet client business needs. Reported and managed defects and worked with developers and end users for optimal bug resolution.• Performed end user and client training of system functionality and interfaces, including creation of user guides that resulted in improved client utilization and satisfaction• Defined and evaluated test requirements in cooperation with clients, end users and systems groups, creating more user-friendly interface• Constructed and maintained test databases, including execution and review of test cases for testing efficiency, decreasing data entry redundancy and increasing testing scope• Established clearer testing scope by developing concise functional specifications from business rules