As Senior Business Analyst I am charged with the task of assisting in the evolution and implementation of product and platform enhancements intended to strengthen the delivery of superior technology offerings designed to meet and exceed client and user expectations• Extensive documentation of current and future state process flows and user experience through discussions with product owners, platform architects, and the platform user base• Lead requirement gathering sessions • Ability to comprehend complex product and platform offerings and articulate subject matter in a comprehensive document• Draft, publish and present Business Requirement, Workflow Analysis, and Product Enhancement Documentation

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Senior Business AnalystSunGard Financial Systems – Capital Markets, Burlington, MA● As Senior Business Analyst, I was chiefly responsible for the drafting of Functional Specification Documents in conjunction with the SunGard Cost Basis Solution technical rewrite. This role called for extensive knowledge of the Emergency Economic Stabilization Act of 2008 as related to the tracking of Cost Basis and associated lot relief methodology.● The role called for extensive knowledge of the tax lot life cycle to include short and long positions, implications of corporate actions on the tax lot, knowledge of asset classes to include equity, fixed income, options, convertible assets, single stock futures, and mutual funds. ● Using the Agile SDLC approach, I worked closely with internal teams in the drafting of business requirements, functional specifications, technical specifications, and testing scenarios. ● Participated in the design meetings and drafted proposal for product innovation● Due to budgetary reasons, the Cost Basis Solution rewrite project was suspended and the team was dismantled in November 2013

● Manage new and established relationships of SS&C clientele as associated with their use of The Next Round private equity software to include assisting end users with partnership and portfolio company accounting transactions, client reporting, software installation, and SQL database management● Maintain a licensed client portfolio with annual revenue in excess of $500K. Worked to generate additional revenue through the presentation of professional service offerings and software customization● Served as a liaison between the client and the development team to resolve software bugs and introduce system enhancements● Worked with the client to identify business need and managed the client on-boarding process● Extensive emphasis on requirement gathering, functional requirement analysis, functional specification development based in user centered design, project scope and resource planning, data mapping, workflow analysis, custom report specification, and end user training● Frequently utilize SQL Management Studio in the review and analysis of SQL database structures and to perform SQL queries

● Provided superior client relationship management to the banks custody clientele consisting of family office, registered investment advisors, and private personal trust offices via daily interaction concerning any number of issues to include account origination, equity, fixed income and mutual fund transfers, trade settlement, client remittance, servicing fees, gifting, and statement rendering● Acting in a consultative fashion, provided direction and guidance to our clients as associated with more intricate transactions including precious metal and foreign currency purchases ● Additional focus on monitoring and resolving internal risk issues to include client account overdrafts, resolution of depository position discrepancy’s, trade fails, compliance with the IRS cost basis initiative and other regulatory requirements. The resolution of these issues required an in depth knowledge of domestic and foreign trade settlement, fixed income accruals, corporate actions, and a working knowledge of trust and custody operations● Developed and implemented client centric service offerings to enhance the overall client experience. In the essence of client service delivery, developed and initiated the Client Service Administrator round table which allowed CSA staff to share ideas and hold discussions around improving the overall delivery of service. Provided guidance and training to junior staff● Past duties included managing the overall back office administration for a key custodial outsourcing relationship with a market value of $900M and account base in excess of 1000 accounts. In tangent with the clients' back office administrative staff, provided custodial services to underlying clientele consisting of trust, investment management, pension, 401K.