Suma Joseph Email & Phone Number

Stamford, Connecticut, United States

Hamilton, Bermuda, Bm

Delivering solutions for finance, accounting and regulatory initiatives

Zurich, Ch

Project Manager | Tax Business Analyst Lead• Lead global team of business analysts, developers, testers, and users to manage ongoing changes, deliver enhancements, and new business requirements in Agile and Waterfall settings. • Collaborated in requirements gathering and design sessions with stakeholders to create specifications, user stories, supporting quality assurance testing and UAT. Resolving BAU issues, defects, and tracking enhancement requests.• Achieved business partner tactical and strategic goals, work with business users to develop and provide training, resolve questions, assess user needs and recommend changes.• Consistently delivered delivery of inhouse projects in Agile methodologies.• Participated and facilitated Agile Scrum ceremonies such as daily stand-ups, Sprint planning, Sprint review, Sprint retrospectives.• Supported Tax business with 1042s reporting, 1099, IRS forms W8, W9, Tax withholding, FATCA, 8966, 263a, BEAT, sourcing of multiple feeds from Americas, EMEA and APAC financial & reference data for Tax purposes.• Management of vendor resources.Regulatory Audit Project Manager • Partnered with senior stakeholders from teams within business, Information Technology, and program managers and liaised across multiple internal groups to track requests and issues and drive closure. Basel III Reporting Project Manager • Defined and managed project to support Basel III reporting solution.US Regulatory Business Analyst / Lead • Led mid-sized team of analysts to deliver data sourcing projects requirements for financial accounting and US regulatory reports. • Expanded the central regulatory data warehouse and its downstream US regulatory DataMart to facilitate various US and North American regulatory reporting through AXIOM SL.

Zurich, Ch

Database Lead for RADARRADAR is an in-house portal based application that gives rapid access to client, research and distribution data for cross-business, client facing CRM applications that supported Equities Sales & Research. IT Lead for Axiom• Working with the global users to determine their needs, gather and document requirements, communicate with users throughout the project cycle to manage customer expectations, investigate and resolve issues. Collaborating with global teams, outsourced resources (developers), third party vendor through the Business Analysis, technical analysis, development, support, testing and delivery meeting user expectations to enhance system functionality.