New York City Metropolitan Area
Results-driven Product Lead/Senior Business Analyst of multi-years global projects on next generation unified applications and business automation. Experienced in business analysis, product management, and digital transformation projects within financial industries. Specialized in client onboarding, customer service, margin, collateral, loan payment and reporting applications, with experience in Jira and Azure. Adept at leveraging Agile methodologies, stakeholder management, and program execution to drive strategic business initiatives. Equipped with Gen AI knowledge and drove AI chatbot design, development and testing. Expertise in defining roadmaps, gathering requirements, and ensuring successful project execution through cross-functional collaboration.
Provide consulting service to Citi's Private bank Division for application/strategic platform development and integration. Work with both waterfall and agile lifecycle by using Agile project management tools including Jira, Confluence, Tableau and traditional microsoft suites Iteration planning and communication with overall program leadership and architects. Understand program needs and document clear and detailed business resources and requirements, including the creation of process flows and map using Confluence, Visio and Figma. Assist Product Manager to establish common understandings of project scope, project goals and priority among different stakeholders so conflict is replaced by cooperation. Capture and describe the vision and the product strategy of the project. Define epics, user stories, and acceptance criteria in Jira based on business requirement, architecture plan, domain, function and UX/UI design. Create wireframes and mockups of new system screens Perform data mapping between new data fields and datatables Use SQL to understand and analysis existing data in database Ensure designs specifications, data models, tech designs align to the business requirements and support the delivery of needs. Act as a translator between the business team and tech lead/developers/QAs to help them understand the business vision and MVPs. Identify and prioritize Product features in a Product Roadmap to assure a correct Product Evolution while defining stages of the product. Experience in managing backlogs in Agile lifecycle and prioritize the Team Backlog to align with customer values, time, and other dependencies. Synthesize business requirements with the technical capabilities and scrum team capacity to iteratively build functional increments of a product solution. Familiarity with the Software Development Life Cycle (SDLC)
-Lead and participate in Business intelligence development and large scale system migration. Drive projects by taking responsibility for ensuring all aspects are being followed through by owning parties. -Demonstrate strong knowledge of the firm’s businesses, products, clients and competitors, and considers the operating landscape when making strategic decisions. -Proactively work on enhancing processes and controls internally and cross division. -Handle postings and escalations of daily functions of client margin verification & issuance, collateral management, and risk management, supporting margin & bank lending in Private Wealth Management. -Expose and involve team members to proper opportunities for growth. Enables and encourages open discussions, driving issues towards decisions.
Vendor for Barclays Capital Group. Conducted daily functions of client margin settlements, collateral management, and balance management. Analyzed IM and VM. Balanced different currency buckets and Ring-fence funds for restricted CCY Offered supreme client service, handling regular and ad-hoc client requests in a timely manner Set up new Accounts & SSI, monitored wire status to ensure timely settlement Resolved discrepancies and breaks, prioritizing root cause analysis Fed, DTC, Euroclear, Crest, CAD Collateral FX, Cross Currency Swaps Streamlined business procedures, reviewed controls/procedures.
• Forecast revenue, identify future trends, and assess risk associated with capital expenditures and equity raising for debt financing of private and public companies to estimate financing capacity • Evaluate strategic finance alternatives and interact with clients’ C-Level executives, senior bankers and team to facilitate deals • Prepare advisory presentations, proposals and investment memorandums for lender’s approval and deal negotiations