Jay D Email & Phone Number

Pittsburgh, Pennsylvania, United States

• Collaborated with cross-functional teams to gather and document business requirements for the• implementation and enhancement of FR 2052a liquidity reporting.• Analyzed and mapped data sources to align with the Federal Reserve's liquidity reporting standards,• ensuring accurate and timely submission of FR 2052a reports.• Worked closely with the technology team to automate FR 2052a reporting processes, reducing• manual errors and improving efficiency in data submissions.• Engaged with stakeholders to clarify regulatory reporting requirements, translating complex business• needs into actionable technical specifications for system enhancements.• Monitored and identified gaps in liquidity data quality, implementing data reconciliation and• validation procedures to ensure compliance with regulatory reporting timelines.• Prepared detailed documentation and training materials to support end-users in understanding• liquidity reporting processes and ensuring adherence to regulatory standards.• Developed interactive and visually compelling Tableau dashboards to meet specific business• requirements, ensuring a user-friendly and intuitive interface• Applied the INVEST model to groom user stories in JIRA, ensuring they possessed business value and• included acceptance criteria, UI prototypes, and test scenarios• Developed and documented comprehensive test plans, test cases, and test scenarios based on• business requirements and user stories.• Led backlog grooming sessions, prioritized user stories utilizing the MOSCOW method in JIRA, defined• acceptance criteria, and supervised testing within the Agile teams• Conducted marketing analysis to formulate strategic marketing approaches, utilizing both qualitative• and quantitative market data• Collaborated with the development team throughout implementations and coordinated with the• release manager for effective release planning

Texas, United States

• Led data transformation initiatives to streamline FR Y-14Q/M regulatory reporting, reducing data processing time by 30% through optimized data pipelines and ETL processes• Analyzed and transformed large datasets from multiple banking systems to ensure compliance with regulatory requirements, improving data accuracy and consistency by 25%• Developed and implemented data validation and cleansing frameworks that enhanced data quality for H1 and H2 schedules, reducing error rates by 40%• Collaborated with cross-functional teams to define data mapping and transformation rules, resulting in more efficient data integration across financial systems.• Utilized advanced SQL to automate data extraction, transformation, and loading (ETL) processes, reducing manual effort by 50%.• Designed data lineage documentation and maintained data governance standards to ensure traceability and regulatory compliance across all reporting processes.• Conducted data analysis and transformation workshops with stakeholders to align on data quality requirements and regulatory reporting standards, enhancing collaboration and reducing discrepancies.• Improved data model accuracy by analyzing historical data patterns and optimizing data aggregation logic, ensuring compliance with evolving regulatory standards.• Developed automated MySQL scripts to streamline data extraction, transformation, and loading (ETL) processes, enhancing data accuracy and consistency• Ensured adherence to testing best practices and standards, contributing to the overall quality assurance framework.

Dallas, Texas, United States

•Led the business requirements gathering process for CCAR regulatory reporting, ensuring alignment with Federal Reserve guidelines for capital adequacy and stress testing.•Developed detailed use cases, process flows, and system specifications to streamline CCAR reporting processes, facilitating clear communication between business and technical teams.•Collaborated with stakeholders across risk, finance, and compliance teams to identify and document key reporting requirements for CCAR submissions, ensuring data accuracy and consistency.•Created and maintained process flow diagrams using tools such as Visio and Lucid-chart to visually map the end-to-end CCAR reporting process, identifying opportunities for process improvements.•Authored comprehensive business requirements documents (BRDs) and functional specification documents (FSDs) to support the implementation of automated reporting solutions for CCAR submissions.•Partnered with IT teams to translate business requirements into technical specifications, ensuring that system enhancements supported accurate capital planning and stress testing processes.•Facilitated workshops and meetings with subject matter experts to validate reporting requirements and ensure a thorough understanding of CCAR regulatory expectations.•Conducted gap analysis to identify discrepancies in existing CCAR reporting processes, recommending solutions to improve data quality and submission timelines.•These points emphasize your role in enhancing data governance practices, managing risk, and•Performed credit risk assessments by calculating Risk-Weighted Assets (RWA) for various asset classes, ensuring compliance with Basel III and other regulatory frameworks•Developed interactive Tableau dashboards to visualize complex banking data, providing real-time insights into key performance indicators (KPIs) for senior management and stakeholders.•Created dynamic PivotTables and Pivot Charts in Excel to summarize and analyze large datasets.