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