Frank B.

Frank B.

Experienced Project Manager/Business Analyst

West Islip , United States

Experience: 20 Years

Frank

West Islip , United States

Experienced Project Manager/Business Analyst

124800 USD / Year

  • Immediate: Available

20 Years

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About Me

Proactive project manager/business analyst with deep technical writing experience with the ability to problem solve and address issues with creativity and innovation. Over 15 years’ experience developing and maintaining financial and business ap...

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Portfolio Projects

Description

  • Performed requirements development, analysis, and create related documentation, including use cases, business process diagrams, use case realizations, data dictionaries, user interface storyboards/prototypes, report mockups, data conversion specifications, etc.,
  • Translated requirements to technical teams and work with the development teams on the development of implementation options to then be reviewed and approved by business stakeholders,

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Description

  • Engaged business stakeholders to identify and document business, functional and non-functional requirements,
  • Analyzed new product features and capabilities to meet business requirements while seeking opportunities to provide better information security and governance; provided necessary project governance artifacts to PMO on weekly basis,

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Description

  • Reviewed compliance documents such as KYC forms/templates to determine consistency with job aids and checklists; inspected KYC records making sure all required fields were completed per KYC/AML onboarding requirements,
  • Reviewed current internal processes and made recommendations for process improvement and process re-engineering initiatives,
  • Read and interpreted client correctness and completeness of the AML KYC documents pertaining to Commercial Bank, Corporate accounts or treasury products.

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Description

  • Engaged Global OTC Collateral, Settlements & Clearing, Treasury Support, Derivative Valuation staff to update operational procedures and associated controls for internal and external audits and training purposes; established and documented SLAs with associated KPIs for/with internal and external clients and organizations. Created project plan to manage and track all team tasks/efforts,
  • Designed and managed SharePoint site as document repository structure; migrated legacy documents into new structure. Site was also used to support organizational processes and tasks and ongoing automation efforts. Site additionally promoted better collaboration and communication among Global OTC staff,

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