• Interfaced and effectively communicated with all key stakeholders, including internal and external vendors to capture detailed requirements for desired functionality and processes• Conducted requirement and solution workshop to help establish a uniform understanding of requirements and identify any feasibility or acceptance risks• Translated and prioritized business requirements and processes into functional design specifications•. Validated technical solution satisfaction by defining and validating requirements, scripting test scenarios, coordinating and executing a variety of testing activities• Expertise in adhering to ITIL practices and proficiency in all phases of software development lifecycle, including requirements gathering, design, documentation, project planning, use cases, test scripts, and user acceptance testing• Served as lead dual roles, business analyst/project manager and/or quality/business analyst prioritizing work to adhere to critical deliverables and ensuring a successful and timely implementation • Facilitated requirement walkthroughs with developers and QA team to help them understand the requirements and identify feasibility issues, if any• Deployed business process improvement standards/methodologies in identifying performance metrics for benchmark and baseline

• Facilitated project and program activities including project set-up, audit documentation, financial planning, performance tracking & stakeholder communications• Managed the retention and versioning of key project documentation• Maintained project risk logs for assigned projects & monitored risk mitigation activities in partnership with enterprise risk management • Managed IT chargebacks & resolved variances in the forecast• Prepared documentation of project quality assurance & presented to department managers for approval• Content admin for project SharePoint site • Coordinated with QA Team to facilitate testing strategies • Prepared in consultation with Business Users,implementers, and Operations Representatives, the acceptance test plan for new system• Prepared users for installation of new system & responsible for end user training• Created & maintained work request, project task, schedules, assignments & deliverables in IBM Rational ClearQuest (CQ) tool; • Utilized MS Project for base lining & managed project plans to ensure on target enterprise releases & prevented work flow bottlenecks • Prepared funding gate presentations for review and approval by Enterprise Program Management Office• Deciphered & extrapolated artifacts from BRD and FRD/TRD, RTM (Requirement Traceability Matrix), Solution Options, UAT (User Acceptance Test plan), Operations and Support Plan, High Level/Detailed Design, SIT (System Integration & Test plan) • Gathered & deciphered current and future process documentation and flows: FMEA, Process Workflow, Process Swim Lane, SIPOC, SOP (Standard Operating Procedure) and Work Instruction• Ensured Horizon compliance with state/federal mandates governing Centers for Medicare & Medicaid Services• Drafted a data elicitation worksheet, technique used to gather planning data for projects; focus on project scope, approach, assumptions, schedule release, deliverables, resources & cost (capitalization & expense, IRR & ROI)

• Managed and tracked client portfolios consisting of the individual and family, Trusts, Foundations, and Pooled Investment Vehicles invested across various asset classes including alternative investments• Utilized knowledge of Advent Axys (a financial database applications) and spreadsheet utilities to generate detailed internal and external reports illustrating clients’ asset distribution and performance on a monthly basis• Employed PerTrac (investment analysis tool) to generate pro-forma performance reports enabling account managers’ asset allocation and rebalancing decisions for client funds to create diversified portfolios, maximizing risk adjusted return• Provided support for day-to-day portfolio management tasks, covering a broad range of topics such as quantitative & market analysis, trading (subscription, redemptions, transfers), pricing, compliance, marketing, and client support• Worked with clients’ assistants, accountants, and legal counsel to provide a seamless wealth management team• Reconciled investor portfolio positions and responded to ad-hoc information request about portfolio and reporting needs, ensuring integrity and accuracy of account information