› Worked with technical teams and subject matter experts to analyze and map out cross functional business processes› Facilitated meetings to elicit key requirements from stakeholders for the creation of business reports and analytics› Created various business requirements documents (BRD) and visio diagrams for business consumption› Produced various OMS training, Configurations and Frequently Asked Questions (FAQ) guides› Worked with the Operations Management System (OMS) team to create test cases for system integration and regression testing› Participated in multiple rounds of System Integration Testing (SIT) and documentation of variances › Facilitated bi-weekly meetings with Operational Managers and Product Owners to document and track open issues to resolution

› Provided consultatory services for prospective homeowner on property value › Facilitated dialogue on pricing recommendation based on comparative market analysis and market conditions› Created marketing campaign utilizing GSMLS, social media platforms, publication, and direct mailers› Worked with clients on staging, photos, and video to prep property for listing› Set up showings with agents and perspective buyers and communicate feedback to clients› Reviewed contracts with client and represent them in negotiations› Coordinated closing details with client and attorneys

› Facilitated discovery sessions with various subject matter experts across all business units to elicit and document business and functional requirements in preparation for cutover to 3E application› Created user stories with acceptance criteria for multiple departments to define the user’s interaction with the Elite Enterprise legacy system for assigned sprints› Spearheaded workshops and interviews with key business owners (Billing and Collections, Finance, Revenue…) to identify gaps in legacy applications and determine native functionality versus customization in the new time and billing platform› Translated business needs into system requirements› Created project documentation for stakeholder consumption utilizing waterfall methodology› Liaison between Financial Systems, departments, and vendors to provide tier 3 support, escalation, and data fixes across 11 offices throughout the US, Europe, and Asia› Represented change requests for data fixes, enhancements, and upgrades at weekly IT Change Management meeting› Provided weekly project status reports (accomplishments, next steps, timeline, risks) to core project team› Performed user acceptance testing and regression testing to ensure enhancements and upgrades meet functional design to mitigate rework across all downstream systems› Managed and maintain use roles, security setups and user access for Chrome River and Elite Enterprise Application Suite› Provided tier three support on legacy ERP system via Service now for US, Europe, and Asia offices› Worked with all levels of application users to troubleshoot reported issues, determined root cause, and worked with cross functional teams to resolve/document issue for knowledge base and advance training

Managed daily operations for Elite Application Suite (Webview, Document Studio, Paperless Proforma and Elite Enterprise) to ensure operating efficiencyPromoted consistent usability for 3000 plus employees for Elite Time and Billing System through education and training Provided advance level support (tier 3) for CohnReznick legacy systemsMaintained third party applications, modules, and systems that interface/impact Elite Application Suite (AP Master, PS Ship, Capital Confirmations, Ultramar, Positive Pay, etc.)Identified and documented cross departmental business needs to ensure it aligns to IT landscape Liaison between Finance and Information Technology departments for top 20 accounting firm with 26 locationsParticipated in the creation of project plans for IT initiatives, and communicated status updates to all levels of management Cultivated and managed outside vendor relationships, including attendance at Partnering Firms leadership meetings and vendor seminars Worked with IT departments/vendors to facilitate integration, functional, and regressive testing to ensure development conforms to design specsFlexibility to prioritize between competitive initiatives, project implementations, and customer support Well versed in drafting communications, status updates on projects, and assisting the business with post go-live enhancements and improvements

Managed multiple projects concurrentlyWorked with business stakeholders to elicit and validate requirementsAnalyzed and identified business problems and developed practical solutions for themDefined project scope and deliverablesAssisted in the development and management of project schedules and task lists, and drove project plans from requirement definition through executionProduced project documentation for business stakeholders and supporting IT personnelCreated and presented project status reports for various initiatives (obligation Warehouse, Merrill Lynch Proprietary Application [MLPA], US Trust, etc.)Worked with IT developers to design and test technical solutions, while ensuring technical solutions full-fill business requirementsServed as a primary point of contact for all parties associated with project execution, ensuring open communication between the business stakeholders and supporting personnel are maintained

Participated in business requirements documentation review and detail technical design sessionsGathered, documented, validated and prioritized business requirementsAnalyzed business environments and identified improvements that brought value to business customersPrimary liaison between business units and IT Project Teams on multiple projectsWorked with stakeholders on all areas of implementation, including process and procedural description, process testing, training, measurement and reportingAssisted in software design, prototyping, construction and testing of new enhanced applicationsReviewed test plans, scripts and data in support of accurate QA and UAT testing of all business RequirementsAppointed agent of the Business Analysis Center of Excellence (BA COE), entrusted with the task to ensure a consistency and reusability of artifacts and documentation across all Asset Management DivisionsWorked closely with the technical staff, QA and customers to ensure that developed functionality met requirementsAnalyzed and re-engineered multiple business processes, which resulted in cost savings, and applications that performed more efficiently with fewer bug fixesSpear-headed the training of users on new or enhanced applications to minimize downtime and ensure compliance with new company standardsAppointed collaboration manager tasked with updating assigned projects in Clarity/Open Workbench (assigned resources, maintained work allocation percentages, created work tasks, and build out project plans in OWB)Followed rigorous SDLC and project management best practices, complied with internal Sarbanes-Oxley (SOX) and other compliances related processes

HCL Investment Banking and Operations Technology; Spear-headed trade flow analysis for equity and fixed income instruments from front to back office (STP initiative)Proactively solicited data from numerous system stake holders (programmers, developers and department heads) and analyzed information to produce various work productsParticipated in UAT and regression testing (project based: 2007 Swift standards, Web GTC GUI)Rolled out multiple training guides for user readiness programProvided level 1and 2 support for various trade allocation systems [Portfolio Investment Management System (PIMS)] for buy side operations

HCL Investment Banking and Operations TechnologyProvided level 1 and level 2 technical support to developers and end users for complex products, including highly escalated issue support for Gloss and Gifts (Swift Gateway)Monitored and maintained interigity of the various data feeds in Gloss via system alerts and proactively performed system checksSupported "ESPEAR" (Securities Processing Evaluation and Architecture Re-Engineering) Deutsche Bank's US domestic straight through processing (STP) system. Coordinated activities with shift leads who managed day to day activities, interfaced with client supervisors and managers of support teams to address escalated support issues, planned for infrastructure and assignment of background tasks to support team and high level coordination of all support activities (ESPEAR went live in June 2004 and phase 2 will be rolled out 2005, ESPEAR will replace all functionality of ADP Brokerage Services)Assisted in UAT and regression testing of ESPEARPerformed monthly health check for ESPEARLiaison between ESPEAR end users, P&S and Settlement departments to assist in the resolution of all outstanding discrepancies

Provided product training and support via web-ex and on site training to various clientele utilizing the Program Trading Systems (Trade Tool, Trade Factory)Troubleshooted and identified required support for clientele, recommending system enhancements foroptimum performance and training tacticsTrained clientele to become self-sufficient through education and information sharing, providing an openforum on latest upgrades and new system developments that meets the clients needs Directly worked with traders providing the latest analytical, technical and operational support, through the collaborated efforts of our operations, systems and development teams to meet the growing demands of our most important commodity, our clientele Researched and reconciled trade breaks and clearing discrepancies routed through the TLW TradingSystems interface, to ECN's or market makers by analyzing and troubleshooting existing order flow forListed (DOT) or NASDAQ marketsCreated user profiles and sub-accounts to allow new clientele to route order flow through the Program Trading System applicationAssisted in the installation and testing of new ECN and market maker routes for our clientele utilizing theTLW Trading System interface Liaison between TLW Securities, program traders and various vendorsMonitored and maintained an on going relationship with clientele to gather constant feedback on changingneeds and latest technologies

Liaison between PCX, ITS and NASDAQ marketsResearched and resolved clearing discrepancies for NASDAQ and Listed tradesTracked and monitored trade activity for Optimark trading desk, issuing indications of interest to clientele via Autex Responsible for assisting SF and PCX exchange desks to facilitate the resolution of all outstanding ITS, Select net and ECN pending commitment activityProcessed and verified all Optimark trade executions and clearing reports for Listed and NASDAQ marketsCreated daily execution reports via Davidge Data System for Optimark clientele to rectify clearing tradesProvided an overall quality business interface for Optimark trading desk clientele

Executed money movements and exchanges for mutual fund accounts Monitored and maintained book transfers Analyzed cash and share proofs for posting journalsResearched and resolved account discrepanciesReconciled daily bank recaps, monies, wires, and redemption's against purchases for money market itemsCalculated and posted net asset values for various mutual fund accounts Liaison between accounting department, banks, and trading desk

Facilitated trading support for investment managers within the Consults ProgramSupervised several investment managers under my directionResearched and resolved trade correction inquiries via Bridge operating system Processed order executions for client accounts via Super DotIssued FYI's and execute instructions for pending reorganization activity through OES Allocated and paired off numerous trade activity for investment managers and branch officesMonitored and maintained trade break sheetsRecorded and updated daily exposure report for in house accountsResearched DK's and client account shorts Booked individual trades and as of trades through TDE when necessaryAdjusted commission and postage fee's when appropriate Maintained daily MLCIX International Fund for branch officesBalanced transactions for month end activity report Liaison between ML Consults, investment managers and branch offices