Jay Byrd Email & Phone Number

Salt Lake City, UT, US

• Led the gathering, refinement and validation of complex business requirements, identifying interdependencies, potential risks, and issues to ensure project success.
• Translated high-level business requirements into comprehensive functional specifications, managing changes to specifications throughout the project lifecycle.
• Facilitated the creation of project plans in alignment with business priorities, ensuring successful project execution and delivery.
• Conducted comprehensive gap analysis to identify discrepancies between current and desired states, facilitating strategic decision-making and process improvement initiatives.

Charlotte, North Carolina

• Analyzed and converted business requirements into functional specifications, enabling the development team to design and build each phase of the project.
• Managed proprietary online financial reporting applications, developing and automating reporting and filing solutions for Private Equity, Hedge, and Mutual Funds for the SEC.
• Provided training to clients on system use, functionality, and navigation, ensuring smooth product adoption and user satisfaction.
• Troubleshot client issues and escalated technical issues to appropriate response teams, ensuring prompt resolution and client satisfaction.
• Led data mapping and processing initiatives, including the development of business rules and documentation for product releases and system upgrades. Acted as the point of contact for troubleshooting client issues.

Fort Mill, South Carolina, United States

• Conducted daily and real-time global equity research and data management for FTSE Russell, supporting US-based and international financial products.
• Analyzed corporate events and monitored market developments to ensure accurate processing of corporate actions, such as stock splits, dividends, and equity offerings.
• Compiled and analyzed company source documents, including annual reports and quarterly filings, for data collection and verification.