Robert Disimone Email & Phone Number

Westlake, Texas, Us

San Francisco, California, Us

San Francisco, California, Us

San Francisco, California, Us

Lead business systems analyst for the customer surveillance applications for Wells Fargo domestic and international for the Wells Fargo Securities, Specialized Lending and Investment, Wealth and Investment Management, and Private Banking lines of business.Mentored and coordinated work effort for 4 junior analysts.BSA support for a team of 19 onshore and 36 offshore developers. Worked with the LOBs to elicit concise and complete project definition documents (PDD) and to elicit complete and detailed business requirements documents (BRD).Worked with the developers to complete detailed functional system design documents (FSD) for major projects and minor enhancement bundled releases.Developed detailed project plans to monitor and track project progress to successful implementation with all key participants (LOB, Development, DBA, QA, SIT, and UAT).Developed a detailed implementation plan for each prod release, conduct comprehensive review with all relevant parties, and track/coordinate successful plan execution.Worked with QA/UAT to ensure test plans are complete and comprehensive for all prod releases and all requirements and functionality are fully understood.Sized all project work efforts for funding and maintain tracking for estimated forecasts and actuals with related variance tracking.Compiled consolidated monthly and quarterly status reports for upper management on key deliverables and related metrics.Coordinated and successfully completed annual BCP exercise for all customer surveillance applications and maintain all BCP documentation.Developed documentation and obtain related approvals in support of change management process and SDLC validation checks for application related changes.Worked with Risk Management to complete risk analysis documentation and implement definitive actions to reduce/eliminate project risk.

San Francisco, California, Us

Provided daily support/administration for the security master file system (Odyssey), reconciliation system of custodian data to accounting data (SS&C Recon), and accounting system for client transactions (Advent APX)Supported trouble shooting for automated scheduled jobs for daily system processes.Created/generated ad-hoc database back-end SQL query queries for end user requests.Developed business requirements/business case documents for system enhancements/upgrades.Developed RFPs for vendor bids for system upgrades/replacement and related budgets for project implementation.Worked with Supply Chain Management to negotiate vendor contract terms and develop SOWs.Developed documentation and obtained related approvals in support of change management process and SDLC validation checks for application related changes.Developed comprehensive project plans with clearly defined milestones and deliverable dates.Created Executive Summary reports to provide high level status updates for upper management.Developed test plans and coordinated elevation of changes from Development, QA, UAT, and Prod environments.Performed DR testing, conducted end user systems training, and developed enhanced system documentation and metrics.Compiled and coordinated required audit documentation from an IT perspective for SOX and SAS 70 in support of corporate audit and regulatory compliance efforts for department supported applications including best practices development in support of compliance objectives.Developed RFPs for outsourced development efforts using offshore resources. Efforts included coordination/management of offshore development resources/work effort in accordance with project plan deliverables.

San Francisco, California, Us

Compiled and coordinated required audit documentation from an IT perspective for SOX and SAS 70 in support of corporate audit and regulatory compliance efforts for department supported applications.Developed documentation and obtained related approvals in support of change management process and SDLC validation checks for application related changes.Supported legacy portfolio accounting system (purchased Portia/Thompson software). Efforts included trouble shooting night stream job failures, development of night support manual, troubleshooting end user data issues, development of new imports/exports/reports/calcs, and the automation of related jobs in the Sysadmiral (Tidal) job scheduler.Supported production, enhancements, and related project management work for client reporting tool (GUI front end/SQL Server back end). Efforts include development of BRD/technical specs for new projects, development and execution of project plans, trouble shooting end user data issues, ad hoc data analysis using RapidSQL, development of new GUI functionality, coordination of defect tracking and resolution with QA team using HP Quality Center (formerly Test Director), and end user/client review and sign-off of new functionalityDeveloped RFPs for outsourced development efforts using offshore resources. Efforts included coordination/management of offshore development resources/work effort in accordance with project plan deliverablesAssisted in development of comprehensive datamart including build of standardized queries against data views.Coordinated testing of server and software upgrades, perform DR testing, conduct end user systems training, and develop enhanced system documentation and metrics.

Amsterdam Zuidoost, Nl

Developed full SOX documentation for life financial systems processes (flowcharts, narratives, risk/control matrices, testing, and remediation). Maintained mainframe programs/datasets in DB2 environment and also created SQL, GUI BRIO, and PeopleSoft queries to support actuarial and business reporting needs, including SEC statements and bluebooks.Maintained and enhanced data warehouse for retail life business including development of new functionality to trend product profitability, new data element additions, legal entity consolidations, and system migration/consolidations.Supervised, trained, and developed junior staff.Responsible for on-going projects including data warehouse expansion to include other life division systems, disaster recovery planning, ledger redesign, and conversion/consolidation of existing policy admin systems to one system to eliminate redundancies and improve efficiencies.

Us

Created, implemented, and completed statements of work and project plans for systems enhancements and new system projects for multiple departments in an Oracle environment.Project highlights have included implementation of a collateral analysis system; business process re-engineering of servicing and collections; automation of federal, state, and local tax reporting; and automation of securitization department’s processes for trust accounting, periodic advances, cash flow analysis, and Bloomberg data analysis utilizing API.

New York, Ny, Us

Experiences included being worldwide administrator for expense management system, project accounting system, and internal allocation system.Key participant in conversion of Morgan to Chase financial systems including analysis of system functionality, data structure, data type, data source, and delivery mechanisms

Bethesda, Md, Us

Experiences included govt. billing (cost plus and fixed), fixed asset accounting, general accounting, international accounting, and site migration and integration.

Full-Charge accountant—AR/AP, GL, payroll, tax, etc.Also had significant exposure to marketing efforts of a mid-sized small business, maintenance/development of client relationships, HR related functions, and merger/acquisition due diligence.

Experiences included real estate foreclosure, mortgage loan securitization, liaison to asset management contractors, GAO audits in Washington DC.

Master Of Business Administration (Mba), Management Information Systems And Services

Bachelor Of Applied Science (B.A.Sc.), Economics

Education record

Education record

Education record