Finance change analyst working on the separation of the retail and investment banking activities of HSBC (Earth and Moon project). Involved in the testing life cycle of the bond repo and IRD products flowing into the Microgen accounting engine, working closely with xfos (murex) front office support team, and RIMS and DTP back office processing teams

Contracting role to support the implementation of a new sub ledger system for bonds and listed derivatives, working in the IT department as a senior business analyst. Coordinating the testing process between operational centres in New York, India, Shanghai and London, creating test scenarios based on engineered static data to produce the necessary events to test securities and futures accounting. Analysing file outputs to verify results and reconciling to the accounting ledger.

My job roles were: Senior Business Analyst and Project ManagerAreas of responsibilityo Front Office Domain Manager of PS group• Principal consultant for front office trading, position and risk management, P&L allocation and accounting• Responsible for Production of Functional definition documents of how the Wallstreet application operated• Training of PS staff in use of Wallstreet application covering areas of front office domain but also included… Show more My job roles were: Senior Business Analyst and Project ManagerAreas of responsibilityo Front Office Domain Manager of PS group• Principal consultant for front office trading, position and risk management, P&L allocation and accounting• Responsible for Production of Functional definition documents of how the Wallstreet application operated• Training of PS staff in use of Wallstreet application covering areas of front office domain but also included back office settlement processes.o Business Analysis and Training• To provide pre-sales support during client demonstrations of the system• To provide support during pre-implementation work shops to understand client’s business model and requirements and to map these to the Wallstreet application• To provide implementation support and training support for new clients• To analyse all reported issues and document in an effective manner so that software solutions for the issues could be delivered.• To produce functional definition documents accurately so that user requirements were clear allowing development tp produce software that fulfilled the requirement• To produce test scripts to support any reported issue or functional definition documento Project Management Responsibilities• To produce well defined project plans• To define required resourcing levels• To produce project definition document with a well defined project scope• To manage the implementation of the project plan, and to produce effective management reports for both client and the upper management of Wallstreet Systems• To work together with the Client to ensure success of project• To manage WSS project staff. Show less

Project implementation - supporting clients in the implementation of the CMARK module, including the implementation of the CMARK securities module at State Slovak Bank, BratislavaAnalysing Client reported issues, and liaising with development to get a delivered solution.

Analyst responsible for testing of software developed to support the equity business of leading banks. When Taurus project was cancelled late 1991, parent company of FBIS withdrew funding and company was wound up.

Manager of Mid Office department, supporting P/L and risk analysis of the Capital Markets Group. Oversaw problem solving with supporting software platform and worked with developers on identifying improvements to the system. Seconded in late 1989 to work on an in-house development project (Treasury system) as a business analyst. Required to produce functional definition documents and responsible for testing of the developed software. Project over-runs led to project being cancelled.

I was responsible for developing a BO settlement process to manage the work flow of trades (FRA's, Futures, and Interest Rate and Cross currency swaps). This required liaising with BO management to define the processes required and agree the procedures needed to manage the flows. I was also responsible for pricing and trading of the interest derivative products (mentioned above), working closely with head of desk.

Assistant manager of BO support group for the Capital Markets division. Supported the manual processes needed to identify profitability (monthly accruals), of the trading positions of the capital markets group. Liaised with Bond department to ensure correct p/l reporting of asset back interest rate swaps. Raised required accounting entries necessary to properly account for the products. Products managed - Interest Rate and cross currency swaps, repurchase agreements and bond hedging… Show more Assistant manager of BO support group for the Capital Markets division. Supported the manual processes needed to identify profitability (monthly accruals), of the trading positions of the capital markets group. Liaised with Bond department to ensure correct p/l reporting of asset back interest rate swaps. Raised required accounting entries necessary to properly account for the products. Products managed - Interest Rate and cross currency swaps, repurchase agreements and bond hedging instruments. Show less

BO settlement clerk for the FX and MM trading desks of SG Warburgs

Bank Cashier