Jeff Baron

Jeff Baron Email and Phone Number

IT Scrum Master @
Jeff Baron's Location
Charlotte, North Carolina, United States, United States
Jeff Baron's Contact Details

Jeff Baron personal email

n/a
About Jeff Baron

Experienced Analyst with specific expertise in project analysis, financial administration, Risk and Global Transaction Management. Proven analytical ability to assess complex situations in order to develop and execute practical results-oriented solutions that connect technology strategies to the organization’s business objectives. Services include best practice analysis, workflow and process improvement analysis, gathering and writing business requirements for system development (including Business Rules and current/target state process flows), writing Functional System Design and Low Level Design documents, writing and gathering Project Definition Document, implementing, writing Operating Models and related Process Flows, creating use cases, as well as test plans, test cases, and scripts as well as serving as a liaison between the Lines of Business and IT. Able to quickly adapt to new and varied work environment as well as company-specific applications, including CaliberRM, Sharepoint, Quality Center, IQ Navigator, STAMP,ARS, InTrader , PACMS, PTS, Clarity, Fieldglass, SAG Transfer Website., JIRA, JURA AlignSpecialties: Established and maintained strong client relationships * Developing and Translating Business Requirements * Process Improvement * Client Management * Access Controls * Writing Test Plans and User Test Cases * Manual Testing * Writing Functional System Design and Low Level Design documents * Facilitation and Training * Microsoft Excel, Word, PowerPoint, and Visio * Application Governance and Oversight

Jeff Baron's Current Company Details
CITCO Asset Management

Citco Asset Management

IT Scrum Master
Jeff Baron Work Experience Details
  • Citco Asset Management
    It Scrum Master
    Citco Asset Management Dec 2022 - Present
    As a core member of the IT Governance team and reporting to the IT Program Manager, the IT Scrum Master is part of a global team who are responsible for company-wide Project Governance. Serving as the IT Scrum Master, I am able to lead in Agile ceremonies with key stakeholders, at all levels, technical and business users. Also, the role provides a direct and interrelated opportunity related to new CITCO application development projects and existing technology projects.
  • Wells Fargo
    Avp, Technical Business Systems Associate
    Wells Fargo Feb 2020 - Nov 2020
    San Francisco, California, Us
    Functioning as the Technical Business Systems Associate/SCRUM Master to provide strategic business solutions to enterprise-wide technology initiatives. - Provide technical experience in identifying, evaluating, and developing systems and procedures that meet business requirements- Incorporate the role and responsibilities of AGILE/SCRUM Master with minimum supervision- Successfully led transition of Application team from Waterfall to Agile methodology- Increase knowledge of AGILE/SCRUM Master via Weekly SCRUM to SCRUM sessions- Act as the Agile team Technical Business Systems Associate SCRUM Master for a Publicly Accessible Survey Application (PAA) and for multiple Trust application by following AGILE methodology- Schedule/lead Daily Standup and Touch point calls- Create and maintain agenda and meeting minutes for each Daily Standup and Touch point calls- Create required documentation for a maintenance release such as a Change Records (CR) Incident Record, and Testing Documentation via ServiceNow as well and Release Notes- Aid Product Owner is the creation of User Stories, tasks and/or defects as well as backlog refinement using Agile JIRA- Track User Stories and Defects to be assigned for a specific release via SPRINTS using Agile JIRA- Create all SDLC required documentation such as a Change Request Record, events in the SDLC Tracker as well as the DEV SEC OPS Portal- Create installation request (snapshot) to Production via the UDeploy tool- Onboard new team members by submitting access requests via Access Request Tool (ART) and Access Management (IAM)- Provide training, resolve questions or blockers, assess user needs and recommend changes- Perform manual regression testing for scheduled releases using Application Lifecycle Management (ALM) application- Create and/or remediate incident tickets
  • Wells Fargo
    Officer, Business Systems Consultant 4
    Wells Fargo Jan 2017 - Feb 2020
    San Francisco, California, Us
    Functioning as the Team Lead/Project Manager providing analysis and support in order to reduce application risk, non-value add, manual steps and potential lifecycle issues for products within the Wells Fargo environments - Successfully transitioned from Business Systems Consultant to Team Lead/Project Manager with minimum supervision• Able to adapt to new and varied work environment as well as company-specific applications and tools including Sharepoint, STAMP, Time Tracker, Policyworks, Remedy, Product & Asset Configuration Management System (PACMS), Patch Tracking System (PTS), Event Disposition Tool (EDT), JIRA, Enterprise Technology Portfolio Planning (ETPP), and Technology Standards Center (TSC) for leading both Configuration Management teams – Baseline and Drift & Lifecycle• Maintain all Configuration Management Detailed Process Guide documents• Team Lead for the Configuration Management Program and Enterprise Technology Currencyo Track and escalate on a monthly basis Baselines due for annual reviewo Track and escalation on a monthly basis versions with Unplanned drifto Gather final evidence for each control and submit for audit• Responsible for leading the Enterprise Technology Currency Program team (ETCP)o Schedule and lead the quarterly Control Validation Review Kickoff meetingso Combine reviews into an overall Quarterly Findings• Work with the India-based EGS team members to create a more efficient and consistent monthly Lifecycle Quality Review process
  • Wells Fargo
    Business System Consultant 5
    Wells Fargo Aug 2015 - Dec 2016
    San Francisco, California, Us
    Technology and OPS, Enterprise Database Management, Execution Enablement Support Team (EEST), Business Systems Consultant 5 (BSC Lead – Ann Haynes) Act as an internal consultant within technology and business groups by using quality tools and process definition/improvement to re-engineer and implement technical processes for greater efficiencies. • Primary lead for 1 audit related database remediation work stream and Secondary (backup) for 5 audit related database remediation work streams
  • Bank Of America
    Data Management Consultant/It Business Analyst
    Bank Of America Feb 2015 - Jul 2015
    Charlotte, Nc, Us
    Corporate Treasury, Wholesale Credit and Client Technology, Liquidity Risk/Data Management Strategy and Delivery/IT Business Analyst Lead (Manager - Robert Jennings)Assigned as the Data Management Strategy and Delivery (DMSD) lead providing analysis and support for the Corporate Treasury Data Management (DM) Reporting team and upstream GBAM/GCB Application teams
  • Wells Fargo
    Business System Consultant
    Wells Fargo Jun 2014 - Feb 2015
    San Francisco, California, Us
    Corporate Technology and Data, Enterprise Market Risk Technology (EMRT), Business System Consultant (Martin Smith) Provide support as a “floater” based on the needs of the project within EMRT for initiatives that do not fit into a defined Line of Business. Responsibilities include:• Technical Analyst for the Volcker Report and Monitoring initiative• Market Risk Subject Matter Expert writing and gathering business requirements as well as functional specification requirements for the Country Risk Data conversion• Technical Analyst/Developer/Tester running the monthly Private Equity Data validation as well as developing/testing enhancements and/or fixes as needed• EMRT representative responsible for creating Procedural documents such as OnBoarding Procedures and JIRA field/workflow documentation
  • Bank Of America
    Data Management Consultant/Itbusiness Analyst
    Bank Of America Aug 2013 - Apr 2014
    Charlotte, Nc, Us
    Corporate Treasury, Wholesale Credit and Client Technology, Liquidity Risk/Data Management Strategy (Director - Bruce Burstein)Assigned as the Data Management Strategy and Delivery (DMSD) lead providing analysis and support for the Corporate Treasury Data Management (DM) Reporting team on both Domestic and International Loans and Commitments risk products• Responsible for loading both Key Elements via internal application and then relating the Elements to each other• Project Manager/Lead BA overseeing two internal project initiatives; Migration of a Legacy data feed and Upgrading an internal system or data warehouse as a Bank Approved Provisioning Point
  • Wells Fargo
    Business Analyst
    Wells Fargo Jan 2012 - Jun 2013
    San Francisco, California, Us
    Wholesale Banking, Global Product Management/International Payments (Manager – Nan Easter)Lead Business Analyst assigned to Business As Usual (BAU) and Global Expansion project initiatives. Work alongside Project Manager, Developers, Business Liaison, and Business subject matter experts to drive out solutions• Lead Business Analyst on multiple Treasury Management initiatives (Rollout of PHP, update of SEPA Rulebook V5.0 and Shared Services support for Global Expansion via Global Payment Systems (i.e. Domestic and International ACH payments and Wires))
  • Bank Of America
    Business Analyst
    Bank Of America Aug 2010 - Jul 2011
    Charlotte, Nc, Us
    Global Banking and Markets, Global Commercial Banking, Risk Initiative Management (Manager – Sandy List/Alison Kaiman)Assigned as the lead Business Analyst for the Implementation of SAG Transfer Website and Consumer Optimization (sandbox initiative) as well as the Subsidiary Governance Commercial Credit Risk Reporting (Enhancements/new requirements) project. Worked alongside Project Manager, Developers, and business subject matter expert to drive out solutions.• Created UAT test plan for both the SAG Transfer Website and Subsidiary Governance Commercial Credit Risk Reporting initiative to verify system functionality/enhancements /upgrades.• Created UAT test cases and scripts for SAG Transfer Website Initiative• Created training guide for the SAG Transfer Website Initiative• Trained the Business Subject Matter Experts and Helpdesk on the SAG Transfer Website • Logged and monitored all defects and enhancements for the SAG Transfer Website Initiatives
  • Wachovia, A Wells Fargo Company
    Technical Analyst
    Wachovia, A Wells Fargo Company Sep 2009 - Aug 2010
    San Francisco, California, Us
    • Created Functional System Design (FSD) documents• Created Low Level Design (LLD) documents• Participated in the BRD gathering and writing sessions with the Business Analyst (BA) and Business Unit• Conducted application demos to System Integration Testers (SIT)• Reviewed SIT test scripts to verify system enhancements and upgrades• Participated in SIT testing and data validation• Lead Go-Live readiness meetings; document and distribute meeting notes• Created/promoted deployment issues using AIT and JIRA
  • Bank Of America
    Business Analyst
    Bank Of America Mar 2007 - Nov 2008
    Charlotte, Nc, Us
    • Conducted BRD sessions with the Lines of Business to gather and write requirements• Created UAT test plan for both DCRI Gen 1B and Gen 2 projects to verify system enhancements and upgrades.• Designed UAT test cases for both DCRI Gen 1B and Gen 2 projects using the Mercury Quality Center (QC)• Covered InTrader training sessions even though not assigned to Project• Quickly learned internal applications such as Portfolio Management & Investment Accounting (PAM), Asset Tracking and Allocation system for Collateral Management (BAATS-CM), and QC
  • Wachovia, A Wells Fargo Company
    Analyst
    Wachovia, A Wells Fargo Company Mar 2006 - Oct 2006
    San Francisco, California, Us
    • Quickly became familiar with over twenty applications supported by the Capital Markets Technology group. • Created and maintained an Access Database to efficiently track multiple projects supported by Capital Markets Technology department.• Monitored launch dates of applications added in each Access Review System (ARS) quarterly review, and supply deadlines to System Managers for completion of extracts due to the ARS system.
  • Wachovia, A Wells Fargo Company
    Analyst
    Wachovia, A Wells Fargo Company Aug 2005 - Dec 2005
    San Francisco, California, Us
    • Quickly learned internal software applications including ARS, ARSLab, Aspect Winset, PICCT, and Active Portal. • Responded quickly to technical questions from national users of ARS Review System.• Participated in the Role-Based Access Control (RBAC) initiative.
  • State Street
    Business Analyst Ii
    State Street 2000 - 2003
    Boston, Massachusetts, Us
  • State Street
    Account Manager
    State Street Jan 1998 - Jan 2000
    Boston, Massachusetts, Us
  • State Street
    Foreign Exchange Investigator/Manager Of Compensation Unit
    State Street Jan 1995 - Jan 1998
    Boston, Massachusetts, Us
  • State Street Corp
    Portfolio Administrator/Fund Accountant
    State Street Corp Jan 1991 - Jan 1995

Jeff Baron Skills

Writing Dpf Booking Systems Consulting Conciseness Market Test Automation Small Office Insurance Vendors System Upgrades Finance Cycles Access Control Career Development Financial Regulation Foreign Exchange Transaction Management Collecting Data Profiling Fbsi Third Party Management Diversity Management Design Financial Statements Revenue Short Security Plantation Funding Corporate Actions Currency Crm Allocations Resolve Aid Charlotte Publications Accounting Dividends Workflow Human Resources Execution Year End Settlement System Staff Management Process Flow Validation Filemaker Strategy Rbac Emerging Markets Testing Training Point Of Contact Traders Subject Matter Expert Group Meetings Part Time Documentation Project Management Trains And Add Rails Research Shares Straight Through Processing Investigation Project Analysis Partnerships Analysis Billing Systems Financial Markets Cost Basis Exchanges .net Ars Test Planning Economics Fixed Income Selecting Applications Data Analysis Fidelity Client Services Schedules Home Business Analysis Active Validity Procedural Documentation Operations Xtrac Needham Business Intelligence Project Flows Contractual Agreements Demonstrated Abilities Nasdaq Short Term Compensation Presentations Income Development Of Strategy Pricing Country Internal Audit Support Systems Banking International Art Efficient Portals Portfolio Multi Tasking Trust History System Development Movers Microsoft Exchange Investments Mortgage Lending Process Improvement Software Claim Performance Reviews Equities Mutual Funds Bps Test Cases Cash Internal Controls Asset Interest Rates Picct Treasury Financial Transactions Tracks Staff Development Prioritize Workload Inclusion Amendments Recording Employee Benefits Securities

Jeff Baron Education Details

  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst
    Economics

Frequently Asked Questions about Jeff Baron

What company does Jeff Baron work for?

Jeff Baron works for Citco Asset Management

What is Jeff Baron's role at the current company?

Jeff Baron's current role is IT Scrum Master.

What is Jeff Baron's email address?

Jeff Baron's email address is je****@****rgo.com

What schools did Jeff Baron attend?

Jeff Baron attended University Of Massachusetts Amherst.

What skills is Jeff Baron known for?

Jeff Baron has skills like Writing, Dpf, Booking Systems, Consulting, Conciseness, Market, Test Automation, Small Office, Insurance, Vendors, System Upgrades, Finance.

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