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Joy Vinciguerra
369 East 83rd Street, New York ,
N.Y. 10012
Ph: 212-249-0728 Email:
Joy.Vinciguerra@aol.com
PROFESSIONAL PROFILE:
¨ Lead
Business Analyst with
extensive Securities Industry experience, contributing to new Software
Development Life Cycle (SDLC) initiatives, managed within the Agile and Six Sigma-DMAIC
Waterfall methodologies. John has
contributed to the successful completion of mission critical time sensitive
projects on schedule, by utilizing organizational skills, identifying risks,
developing and implementing mitigation strategies, and developing and
maintaining productive relationships with business partners and team
members. These efforts have led to
multiple return engagements at clients such as UBS, Bank America
John has lead the functional requirement gathering
process via the facilitation of stakeholder meetings, and has been the author
of various project artifacts including Strategic Product Vision Documents, Business
Requirement Documents (BRDs) and Functional Requirement Documents (FRDs). John is proficient at creating Narrative
Text, Business & System Flow Diagrams, Mock Screen Designs (Wireframes),
Gap Analysis, Data Mapping, and Story Boards. In addition, John has successfully lead, coordinated
and participated in the Quality Assurance and User Acceptance testing of newly
developed systems.
¨
Subject Matter Expertise: Global
Wealth Management and Capital Markets Subject Matter Expert (SME), with
extensive knowledge acquired as a Financial Industry Regulatory Authority
(FINRA) Series 7 & 63 Registered
Representative.
§
John has
contributed to Software Development projects that support Front, Middle and
Back Office platforms, and has broad subject matter expertise in Wealth
Management, Sales & Trading, Settlement, Portfolio Management, Portfolio
Performance Metrics, Asset Management, Market Data, and Security Reference Data.
§
As a Financial Advisor, John was responsible for creating, maintaining
and executing customized client portfolios, based on client objectives, risk
tolerance, suitability and time horizon.
This included the purchase and sale of securities in the Primary and
Secondary Capital Markets, including Equities, Fixed Income, Equity
Derivatives, Open & Closed End Mutual Funds, Unit Investment Trust (UIT), Annuities,
Real Estate Investment Trusts (REITs) etc…
§
As an OTC
Equity Market Maker Trader, John has performed all OTC Equity
Trading functions including trade execution via the NASDAQ Level 3 platform.
Tools Utilized: MS
Office (Excel, Word, Outlook, Power Point, Access), MS Visio, MS SharePoint, MS
Project, Version 1 Agile Project Management and Scrum Tool, IBM Rational
Requisite Pro & Rational Clear Quest Defect Tracker, PVCS Defect Tracker,
SQL/T.O.A.D.
CONSULTING PROJECT EXPERIENCE:
STANDARD & POOR’S – Project Management Office
Lead Business Analyst (2
projects) – Consultant [October ’10 to Present]
Project
1: Leveraged Finance Analytics (LFA)
Project
Objective: The leveraging of all S&P
LFA globally generated information, data and analysis (including Credit
Agreement and Default & Recovery Analytics), by storing it in one central
data base, and creating intuitive ‘comprehensive reports’ and ‘market leading
analytic tools’ to be available to S&P Analysts on the S&P Ratings
Gateway Platform.
Responsibilities and Key Achievements:
- Facilitate Business & Product Requirements Gathering sessions with Business Stakeholders and Subject Matter Experts.
- Create Present State Business Process Workflow Documents, including narrative descriptions & Visio Flow Diagrams of the LFA Covenant and Default & Recovery data capture, maintenance, and reporting processes.
- Create the Strategic Product Vision Document, to document Business Opportunity, Product Positioning, Product Perspective, Stakeholder Needs, Product Features, User Profiles, High Level Product Requirements, and Mock Screen Designs.
- Contribute to the Business Value Realization (BVR) process by identifying standard business benefit categories and outcomes associated with proposed LFA products and features; i.e. how a proposed product will increase /retain revenue, improve efficiency, reduce/avoid expense, increase quality/innovation and mitigate risk.
- Create User Stories and Acceptance Criteria to be used by developers during the Agile Development Process.
- Participate in daily production SCRUM meetings.
Project 2: Acquire
Media News Port-let
Project
Objective: The implementation of a
vendor provided News Port-let on to the S&P’ Ratings Gateway Platform.
Port-let features
included Headline News retrieval, the ability to customize and save searches,
create e-mail alerts, etc…
Responsibilities and Key Achievements:
- Analyze and document high level Business Requirements defined by the S&P Product Manager.
- Enhance User Experience (UX) design, based on requirements defined by the S&P Product Manager.
- Identify and document detailed Functional and Data Requirements, including Visio Mock Screens (Wire Frames).
- Review refined requirements with Product Manager, UX Delivery Manager and Vendor.
- Conduct Vendor Contract Analysis for future product enhancement phases and deliverables.
- Document results of User Focus Group product evaluation and surveys.
- Test functionality delivered by the vendor, report defects, and recommend functionality changes.
AMERICAN MORTGAGE QUALITY CONTROL, INC.
Senior Business Analyst – Consultant [June
’09 to September ‘10]
Responsibilities
and Key Achievements:
- Perform Due Diligence of AMQC’s Mortgage Portfolios, analyzing loan packages, appraisal documents, etc…
- Document Business Requirements for system enhancements.
- Perform system testing on mortgage inventory, and CRM applications.
CITIBANK / SMITH BARNEY
Senior Business Analyst – Consultant [January
’08 to May ‘09]
Project:
Global Wealth Management Financial Advisor & Private Banking Work
Station Reengineering Initiative.
Project Objective: Enhance web- based UI screen views, navigation,
search features, data grids, functionality etc…
Responsibilities
and Key Achievements:
- Author of Present and Future State Functional Requirement Documents (FRDs) for the following UI modules: Position Cross Reference; Reference Data Master File; Maturing Securities; Household List; Calculators (IRA, Commissions, Amortization); Account Rankings; Account Activity; Customer Relationship Management (CRM).
Ø The FRDs include Narrative Text, Business Process & System Visio
Flow Diagrams, Visio Wireframes, Gap Analysis, Data Mapping, Storyboards etc…and
document Functional Solution, Impact
Analysis, Functional Specifications (Entry/Access, Screen Behavior,
Captions-Meta Data etc…), Performance Requirements etc…
- Gathered Business and System Requirements from Subject Matter Experts (SMEs) for the modules listed above.
- Collaborated with developers on system specifications such as User Interface content, functionality &navigation.
- Mentor to 5+ Junior BA’s; Supervision of several off-shore staff; System Training Coordinator
NOMURA SECURITIES INTERNATIONAL
Senior Business Analyst / QA Analyst / UAT Coordinator
– Consultant [August ‘06 to December ‘07]
Project #1: The Rolfe & Nolan (R&N) Futures
End User Computing Remediation Initiative.
Project
Objective: To implement a streamlined
state of the art automated process for reconciling Positions, P&L, and Cash
between the books of Nomura Securities and those of R&N (a Futures Trading
Vendor), as related to Nomura’s Futures Trading activity.
Responsibilities and Key Achievements:
·
Gathered and documented Business Requirements, Processes and Workflows
for the design of the new automated system.
·
Created a high level system flow diagram, which included Flat Files, Informatica
Rules Engine & PeopleSoft Data Base.
·
Documented Account Mapping Rules to be used in the R&N Account
Conversion Informatica Rules Engine.
·
Created a Test Plan Document for the new automated system, which included
Test Environment/ Approach /Scope etc…
Project #2: Xenos Trading & Settlement System
Implementation, and PeopleSoft FMS General Ledger Implementation.
Responsibilities and Key Achievements:
·
Gathered and documented Business Requirements for the Tax Reporting
Module of the Xenos Platform, warehousing the requirements in IBM’s Rational Requisite Pro utility for future reference and
traceability.
·
Documented requirements for the design of Crystal (Business Objects)
Reports utilized for Tax Report Statements.
·
Coordinated User Acceptance Testing (UAT) of the Xenos Platform for the
entire Controller’s Division, documented defects in the IBM Rational Clear Quest Defect Tracker System, and created Metrics
Reports for test results.
·
Expedited the resolution of defects by clarifying requirements to Developers
and Data Modelers until defects were resolved.
This process included queries to the PeopleSoft Data Base to insure
accuracies of General Ledger Journal Postings.
ADP BRokerage SERVICES (Presently Broadridge)
Senior Business Analyst – Consultant [April
‘06 to August ‘06]
Project:
‘ADP DTC Dividend Payment Processing Workflow’
Application. This workflow application streamlines,
manages and automates the DTC Dividend Payment Process utilizing user defined Business
Rules and Routing Rules.
Responsibilities and Key Achievements:
·
Provided support to the Product Manager in documenting client requested
specifications for the development of a customized version of the ‘DTC Dividend Payment Processing
Workflow’ Application.
·
Authored the Functional
Requirement Document (FRD), which documents the functional components required for processing intra-day allocations from
DTC, in addition to comparing the DTC dividend allocations to anticipated
distributions on ADP’s BPS Dividend System or any Non-BPS client system.
·
Created a System Workflow Diagram
(MS Visio), diagramming the flow
of dividend files between DTC and BPS.
·
Created Data Mappings between DTC Activity Codes and ADP Dividend Types.
·
Designed User Interface Wireframes (MS Visio), enhancing screen layout,
data capture/display and functionality.
·
Collaborated with developers on
application issues regarding system components, Data Files, parser requirement
etc…
BanC of America
1st Engagement: Lead
Quality Assurance Analyst– Consultant
[October ‘03 to June ’04]
2nd
Engagement:
Senior Business Analyst –
Consultant [April‘05 to March ‘06]
1st Engagement:
The Portfolio Link Platform. The state of the art PortfolioLink is a Java
based application that provides support to
Business Management, Portfolio Management, Trading, Operations and Financial
Advisors. It provides analytical tools to assist in portfolio construction, the
auto-rebalancing of portfolios, trade execution, the creation of what-if trading
scenarios, and fee calculation.
Responsibilities and Key Achievements:
·
Business Use Case Specification
validation and integrity analysis for PortfolioLink’s User Interface (UI) Modules.
·
Collaboration with developers
on Web Site enhancements.
·
Created the Test Plan and Test
Case for Quality Assurance Testing (QA) and User Acceptance Testing (UAT).
·
Conducted QA Testing, and Defect
Management utilizing IBM Rational Clear Quest Defect Tracker.
2nd Engagement: The New Accounts
Entry Workflow System’ (NEWS): NEWS is Bank of America’s single
account information Source. NEWS is a
Rules driven, JAVA web based application that provides account data entry
screens, an automated
workflow approval process, automated account # generation &
downstream feeds. (Bloomberg/Thompson Financial/ADP) Responsibilities and Key Achievements:
Banc of America
·
As this project was driven by
the Development team, I initiated the project by identifying all stakeholders
and business partners, and then facilitated meetings with them to set forth the
Project Scope and obtain sign-off.
·
Identified, Gathered and
Documented business requirements from Bank of America Securities user groups.
·
Author of Business Requirement
Document (BRD), which included a Gap Analysis between the ADP legacy system and
NEWS, Present State Business Process Descriptions & Work Flow Diagrams
(Visio), NEWS Future State Functional Requirements (Screen Data, Workflows,
Branch & Account Number Generation, Interfaces, Agreements, Compliance,
Notifications, and Operational Risk), People/Process/Technology Impacts, etc...
·
Collaboration with developers
on web site enhancements.
Solution Requirement Specification (SRS) Document Update Project:
·
Performed a reverse engineering
of the NEWS User Interface (UI), with the purpose of updating the SRS Document.
·
Identified over 100+ gaps
between the SRS vs. Web Screen Display/Functionality, Business Rules, and JAVA
Rules.
·
Re-documented the NEWS SRS WEB User
Interface (UI) section, with 100% accuracy.
UBS FinanciaL
Services Inc (Global
Wealth Management and Private Banking)
Quality
Assurance Analyst / Business Analyst – Consultant [June ‘04 to March ‘05] & [September ‘01 to September ‘03]
5 Engagements working on 4 projects:
1.
Business Intelligence Portal: Management and Performance report generation
system.
2.
Consolidated Order Entry (COE) System: Web based equity, fixed income and mutual fund
order entry system.
3.
Manager Evaluation and Proposal System: Mutual fund performance, evaluation and
proposal system.
4.
UBS Online Services (OLS) Platform Project: Offers
UBS client access to Account Information, Cash Management,
Market Data, Reference Data, Research, Trading,
& Financial Planning Tools.
Responsibilities and Key Achievements:
- Analyzed existing BRD and FRD documents, identifying invalid or flawed requirements that needed to be amended.
·
Recommend system enhancements
to improve and streamline UI screen design, application functionality and user
experience.
·
Created Test Case and Test Script
Documents.
·
Executed end to end application
tests including multiple browser and system configuration tests.
·
Facilitated and managed QA bug
review meetings with system developers and business analysts to expedite defect
resolution.
·
Documented defects on the ‘PVCS
Tracker Reporting System’ & Updated Test Case Evaluation Metrics.
PRUDENTIAL SECURITIES (Global
Wealth Management)
Senior Business
Analyst / Senior QA Analyst – Consultant [January ‘01 to September ‘01]
Project: The Prudential
Securities “On-Line Client Facing Account Web Site Portal
Reengineering Project.
Responsibilities and Key Achievements:
·
Documented Business Requirements
and Business ‘Uses Cases’ for modules such as Trade Order Entry, Household
Lists, Account Activity, Calculators (Commission/IRA/Amortization).
·
Created web site navigation
flow diagrams using MS Visio.
·
Created a Test Plan /Cases/Scripts
for QA & User Acceptance (UAT) testing of functionality, navigation and field validation.
FINANCIAL TECHNOLOGIES INTERNATIONAL (FTI) (Presently named Golden Source)
Senior
Business Analyst - Consultant [January
‘00 to January ‘01]
·
Implemented FTI’s Securities
Transaction Processing (TRP) software for Merrill Lynch. TRP automates all transaction from trade
execution to trade settlement, such as DTC Affirmation/Confirmation,
Verification of Cash & Security Balances, etc…
Ø Customized the software to meet Merrill Lynch’s Mutual Fund
Transaction Processing business requirements.
Ø Mapped legacy system data to FTI’s data streams.
Ø Developed a ‘User Acceptance’ Test Plan.
·
Documented Business
Requirements and Functional Specifications of FTI’s TRP product for the Bank of
Tokyo.
·
Participated in FTI’s extensive
formal training program with instruction in their Data Model and the FTI
Product Suite (Equity/ Fixed Income / Mutual Funds Trading and Accounting
Platforms)
FULL TIME EXPERIENCE:
TROSTER
SINGER SPEER LEEDS KELLOG (a GOLDMAN SACHS subsidiary)
Assistant Trader (FINRA Series 7 & 63 Registered Representative) [June ‘89 to June’90]
·
Performed all OTC Equity
Trading functions with emphasis on maintaining proper markets, executing trades
with NASD Market Makers via the NASDAQ Level 3 platform, and validating Security
Position & Trading Profit & Loss Statements.
MERRILL
LYNCH PIERCE FENNER & SMITH
Wealth Management Financial Advisor (FINRA Series 7 & 63 Registered
Representative) [November ‘82 to February ‘84]
·
Generated revenue for the firm by
developing new clientele. Participated in Syndicate Primary Offerings, i.e. IPOs, and
the sale of securities on the Secondary Markets.
Created customized client portfolios based on
client objectives, risk tolerance, suitability and time horizon. Performed ongoing client portfolio analysis
and management. Sold and managed financial
securities including Equities, Fixed Income, Equity Derivatives, Tax Shelters, Open
and Closed End Mutual Funds, Unit Investment Trust (UIT), Real Estate
Investment Trusts (REITs) etc…
SALOMON
SMITH BARNEY/ HUTTON
Wealth
Management Financial Advisor & Management Accountant (FINRA Series 7 & 63 Registered Representative)
[July
‘78 to November ‘82]
- Developed new business, sold and managed all financial securities. Completed Salomon Smith Barney National Wealth Management Financial Advisor Training Program, which included in-house training for NASD Series 7 and 63, and extensive Capital Markets securities product knowledge.
·
Performed Management Accounting
of proprietary fixed income Interest Arbitrage trading accounts. Tracked
positions and calculated profit and losses for these accounts.
EDUCATION:
FAIRFIELD UNIVERSITY Bachelor of Science,
Finance,
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