Category: CONSULTANT

         PRINCIPAL CONSULTANT       Professional Summary    Financial/Business Analyst with over fifteen years of experience in the financial sector. Proven problem solver specializing in operational workflow designing and streamlining. Deliverer of best practices as Subject Matter Expert in Front, Middle, and Back Office workflows. Innovative thinker in identifying and remedying gaps between business processes and technology. Detailed knowledge of traded financial instruments. Challenge taker, goal oriented, highly motivated, and competent self-starter eager to contribute in a dynamic environment. MBA       Experience      Principal Consultant     Apr 2015   to   Current      Company Name   －   City  ,   State     Conducts presentations, demonstrating best practices, Trade Life Cycle processing, to prospective Capital Markets clients.  Prepares Project Definition that details the scope of work to be done, resources to be deployed, timeframes and benchmarks.  Prepares Gap Analysis outlining deficiencies in current processes and develops Business Specifications that defines a technical solution.  Assesses workflows and recommends alternatives to achieving transparency, efficiency, and a reduction in operational risk for capital market instruments.  Designs accounting schemas, FASB and IFRS compliant, for financial instruments including Fixed Income Securities, Derivatives, FX, Equities, and Commodities.  Provides consulting services, as a subject matter expert (SME), regarding capital market front-to-back processing and financial reporting.         Senior Consultant     Sep 2006   to   Mar 2015      Company Name   －   City  ,   State     Provided Pre-Sales consulting services in Asia, Europe and the Americas, to traders of Interest Rate Derivatives, Fixed Income, Equity, FX, Commodity, and Credit instruments.  Prepared and delivered presentations demonstrating best practices, Trade Life Cycle processing, to prospective Capital Markets clients for Front Arena (Trading STP solution).  Designed workflows for Capital Market clients and Private Banking.  Developed workflows (Trading, Operations, and Treasury) composing of financial instruments including Fixed Income Securities, Interest Rate Derivatives, FX, Equities, and Commodities.  Provided consulting and development services that address Dodd-Frank trading, settlement and clearing regulations.  Prepared and presented accounting schemata compliant with Financial Accounting Standard Board (FASB) and International Financial Reporting Standards (IFRS), including Hedge Accounting (FAS 133 &157, and AIS 39 & FRS 9).  Led buy-side (Hedge Funds and Alternative Investment prospects) operational presentations from life-cycle processing to Fund Accounting.  Provided business specifications and worked closely with developers, analyzing SQL and Python scripts, to achieve the product requirements.  Achievements: Successfully sold in the Latin American and Asian markets through self-training of the local regulatory requirements in Brazil, Mexico, Hong Kong, and Singapore.  Effectively reengaged with less-than-satisfied clients by redesigning their workflow to match their business processes and re-implementing Front Arena.  Significantly contributed to expanding functional capabilities by working the rapid development team, dramatically reducing the time to market.  Enhanced client satisfaction by successfully modeling financial instruments to achieve the optimum Trading and risk mitigation techniques.         Business Analyst     Oct 2000   to   Aug 2006      Company Name   －   City  ,   State     Provided Professional Services (implementations) in Asia, Europe, the Middle East and North Americas Provided on/off site consulting services, conducted gap analysis, created functional design and guidance, system test, and implement OPICS (Operations solution).  Managed Treasury Operations and Trading Desk conversion to OPICS for Fixed Income, Equities, Foreign Exchange, Derivatives, and other instrument types.  Provided implementation services to comply with Hedge Accounting (FAS 133 & 157, and IAS 39 & FRS 9).  Achievements: Enhanced client satisfaction by successfully adapted to working environments in Asia, Central and North America and the Middle East.  Completed implementations, by establishing reconciliation/conversion procedures to confirm with accounting requirements.  Resolved a payment issue, $2.5 million, by designing and implementing a test plan, conducting a system walk-through and comprehensive review of results.  Created requirements documentation and gap analysis, at various banks by reviewing traders' operation and recommending appropriate OPICS solutions.         Report Analyst     Feb 1999   to   Oct 2000      Company Name   －   City  ,   State     Analyzed depository data from domestic and foreign banks that account for 85% of the NY District's money supply.  Supported Open Market Operations (OMO) in forecasting money supply and the Board of Governors (BoG) in implementing monetary policy.  Evaluated new financial products to determine their effect on reporting requirements and money supply.  Achievements: Earned a Presidential Award for a policy adjustment recommendation on the check clearing process that enhances OMO's forecasting ability.  Earned a Performance Plus Award for preparing and delivering segments on Reserve Requirements seminars.  Increased the accuracy of data transmitted to the BoG by creating analytical models that track the flow and trend of depositary data.         Education      MBA  ,   International Finance   1997     St. John's University   －   City  ,   State  ,   USA   International Finance         Accounting   1983     Long Island University   －   City  ,   State  ,   USA   Accounting       Skills      Implementation level knowledge of
Front Arena, Adaptiv, Opics.  Proficient
in Excel, PowerPoint, Word, Access