Business continuity - concierge, facilities management and security services

Communicated proactively and regularly with management regarding project status Provided business analysis oversight to guide the client's development teamResolved issues in the following manner: Clearly identified and communicated impact to deliverablesTracked issues and obtained resolutionWhen necessary, escalated to the Integration Manager for resolutionMade recommendations to improve value-added services provided by Integration teamProvided feedback and enhancement requests to product development about Omgeo products

Implementation Consultant at Sungard/ Avantgard - Treasury / Quantum

Simulated and tested static data set up using Quantum application.Created a database with business structure and users for posting and reporting of test deals showing cash flows, standard settlement instructions and general ledger entries to demonstrate Quantum's straight through processing capabilities. Performed analysis for all suspense account entries, corrected accordingly to demonstrate incorrect set up of instruments, and accounting rules.

Sungard's Quantum module: Treasury management, accounting and reporting. Trained on user functionality. Performed weekly demos with consultants on functionality of Quantum for different traded products and straight through processing.

Reduced outstanding balances by 3% ($250,000) - Accomplished by performing regression analysis from Legacy conversions to OMNI. Responsible for the preparation of in-house Recon 11 report for cumulative and daily variances for OMNI Trade versus BrokerResearched and analyzed variances and implemented appropriate adjustments in investment product ledgers Responsible for Quality Assurance Review for new product Annuity Wrap and tracked resolution of day-to-day queries from analysts, ensuring effective and timely resolutionPerformed weekly and monthly Account Substantiation Reports including appropriate aging of outstanding items

Responsible for regression testing for patches and fixes.Performed full cycle testing for internal UBS and Vendor Research Ratings on confirms for Equities.Conducted self-directed investigations into data irregularities resolved potential system problems.Responsible for Quality Assurance Review of confirms for 173 traded products.Ensured compliance of confirms with SEC regulatory requirements. Performed preliminary review of statements.

Interfaced with management and technical developers to ensure data integrity of confirms of all traded productsAssisted in project management initiatives for enhancements and new product development related to confirmsWorked with the technical team in understanding and developing functionality, participated in design review to ensure the integration of all requirements

Global Plus Implementation ProjectCollaborated with a 50+ member team of business, functional and technical analysts in Global Plus implementation, for integrating New York and Texas databases for private banking customers

Global Plus Implementation ProjectCollaborated with a 50+ member team of business, functional and technical analysts in Global Plus implementation, for integrating New York and Texas databases for private banking customers

Contributed to restructuring of Treasury department to support the bank's transition from a Savings Institution to an International Branch

Credited with developing and maintaining lucrative trading relationships with international banks, which resulted in revenues in excess of USD $100,000. annually for the treasury team

FOREX Trading and Treasury Sales Credited with developing and maintaining lucrative trading relationships with international banks, which resulted in revenues of over one million USD annually for the treasury team.BUSINESS PROFICIENCIESInternational banking and accountingTrading and financial systemsInterbank foreign exchange, bullion tradingConsulting and professional services

Assistant FX trader, supervisor of customer desk for treasury sales.

Hedge Trader for FX and Bullion Traded in the interbank and futures markets - Comex and IMM

Hedge Trader for FX and BullionTraded in the interbank and futures markets - Comex and IMM

Responsible for the implementation of a precious metals trading desk and was the first bullion trader for the Royal Bank of Canada. Coordinated retail set-up for all branches nationally to buy/sell bullion and certificates through retail network. Generated new revenues averaging $50,000. per month.

Traded Foreign Exchange in the interbank market and prepared a bullion trading procedural manual for Canadian operations of bullion trading.

Traded spot silver on the interbank market via dealing systems and brokers and futures - spreads and hedges on Comex and IMMTraining: Trained Quantum User (2008),Trained Futures Trader (1985)