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Ellin Valverde

309 Cardinal Drive

Poughkeepsie, NY  12001

Home: 845.462.1230                                   ellindvalverde1@yahoo.com                                          Cell: 845.797.9876 Senior Business Analyst / Project Manager

Project Management / SDLC / Requirements Gathering / Gap Analysis / Business Process Engineering / CRM / COB / Agile / Change Management / Business Case Development / Testing / VRM / Training/ Visio / Excel / Word / Microsoft Office / MS Project

An analytical and process oriented Sr. Business Analyst / Project Manager with diversified industry experience providing simple, practical and cost-effective business technology solutions that meet or exceed business needs. Skilled in all phases of business analysis/project management, from software design/development through implementation, training and support. Led projects in Private Wealth Management, Capital Markets, Equities, Fixed Income, Prime Brokerage, and Trade Support along with Front/Mid/Back Office operations.

By utilizing excellent organizational, communication and people management skills I was able to:

·            Develop the world’s first interactive on-line brokerage application

·            Translate business requirements into functional specifications and technical deliverables

·            Breakdown complex issues into simple concepts for strategic development and implementation

·            Managing day-to-day client interaction while setting and managing client expectations

·            Building and maintaining relationships with stakeholders, external clients and vendors

·            Communicating effectively to identify needs and evaluate alternative business solutions

·            Ensuring technical specifications meet the needs of the business

·            Gathering business requirements and performing gap analysis between current and future state

·            Leading successful issue management and resolution efforts

PROFESSIONAL EXPERIENCE

BARCLAYS BANK – PRIVATE WEALTH, New York, NY                                                                    2010

Sr. Business Analyst – Consultant

Re-engineered the Client Onboarding process through the integration of third party software that streamlined the CRM/client onboarding process, reducing time to revenue while improving the client experience.   

·         Gathered business requirements, developed use cases and functional specifications along with the process flows, business rules and gap analysis for both current and future state process.

·         Liaised with Legal, Compliance, KYC, Sales and Operations Subject Matter Experts (SME's) to identify existing onboarding work streams, processes, defects and dependencies in support of the future state solution.

Edval Inc., New York                                                                                                                               January 2010 – Present

A company I created to provide Management Consulting services and business tools and software.

·         Consulting: Gather requirements & business artifacts, perform gap analysis; develop use cases and process flows, testing and validation. Project Management in both waterfall, Agile and other methodologies.  

·         Software Development: Business analysis - Design tools/templates for requirement driven process redesign, gap analysis and functional specs.  Currently developing hybrid waterfall/Agile Project Management software.

BANK OF NEW YORK MELLON, New York, NY                                                                                                 1999 – 2009

Sr. Project Manager / Lead Analyst

Image and Work Flow Systems

Managed multiple document management projects while supporting existing applications, including all aspects of design, development, implementation, training and support. Worked with stakeholders on all levels to integrate imaging into various platforms and products while evaluating their imaging needs. Provided all hardware and software support and troubleshooting for 80+ Business units and 640 Scan Stations worldwide.

Ellin  Valverde                                                                                                             Page Two

BANK OF NEW YORK MELLON (continued)

Private Wealth Management Imaging

Integrated document management into the Private Wealth CRM system in support of the Bank's initiative to increase client on-boarding opportunities in the ever growing Private Wealth Management business.

·         Supervised the roll out of 120 Scan Stations throughout U.S. which decreased account opening times 50% by scanning critical customer documents into the CRM system to facilitate KYC and AML requirements.

EDM

Managed the roll-out of Enterprise Document Management (EDM), an Agile Bank-wide financial document management application allowing departments to access their critical documents from a Bank intranet. EDM reduced costs and improved customer service while meeting Compliance and Disaster Recovery objectives.         

·       Performed needs analysis, process improvement and client preparation by communicating with          management on all levels.

·       Procured all necessary software and hardware along with installation, site preparation and licensing.

Benefits Disbursements Imaging

Designed and developed a customized document management application for the Benefits Disbursements Group that saved over $120,000 in operational costs while increasing employee efficiency 35%.

Property Management System (non-imaging related)

Project Manager/Sr.Analyst responsible for the selection and implementation of a new Global Real Estate Management system. The improved property evaluations lead to reduced tax assessments while allowing the Bank to manage more properties resulting from its merger and acquisition activities. 

·         Designed and implemented roll-out strategy developed all user guides and conducted training.

ALLIANCE CAPITAL MANAGEMENT, New York, NY                                                        1998 – 1999

Sr. Business Analyst

Managed the implementation of a large scale, third party Fixed Income Insurance Accounting system that reduced yearly operational costs by 20%. Performed validation, testing, training, and end user documentation.

LEWCO SECURITIES, Jersey City, NJ                                                                                1997 – 1998

Sr. Business Analyst

Designed, developed and managed the roll out of the Brokerage Information System which replaced the enterprise systems utilizing a new cross-silo intranet platform.

·         Designed the User Interface to speed processing of new financial products reducing short/long term costs.

SMITH BARNEY, New York, NY                                                                                         1994 – 1997

Sr. Business Analyst

Business/Technical liaison between Retail Trading Systems and the Financial Products group.

·         Lead Business Analyst/Developer in charge of software and financial product development. Introduced fast track program management which accelerated the implementation of new financial products by eliminating bottlenecks enabling rapid responses to Legal and SEC compliance directives.    

·         Provided hands-on technical support for Equities and Fixed Income trading desks.

Earlier: Project Manager/Consultant, Davidsohn Group; Sr. Product Developer, Prodigy Services; Business Planning Manager, Merrill Lynch; Sr. Planning Analyst, Savings Banks Trust Company/American Stock Exchange.

EDUCATION   

BS, Business Administration, Marist College, Poughkeepsie, NY

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