Senior Business Analyst
Fidelity Insurance Services
Total years of experience :16 years, 1 Months
• Assessed business systems and processes, identifying areas that could be improved to support future growth, including General Insurance, Medical Insurance and Long-Term Investments.
• Identified workflow bottlenecks and implemented new and improved processes and policies.
• Documented process flows and developed requirements for functional improvements and enhancements.
• Led cross-functional teams to analyse and understand
operational impacts and opportunities of technology
changes.
• Met end-user goals by supporting strategic planning
initiatives for applications.
• Delivered an exceptional level of service to each customer by listening to concerns and answering questions.
• Facilitated on-site staff training and developed processes
and procedures to increase accuracy.
• Built customer portfolios online which comprised of bonds, mutual funds, equity/debt and life insurance and through HSBC and Zurich International.
• Investigated daily trade breaks on Bank’s global derivative contracts such as CFDs, equity swaps and interest rate swaps to correctly book them in internal systems for their timely settlement while reducing the Bank’s market risk.
• Responsible for collecting & interpreting data, analyzing results using statistical techniques and creating ongoing trade reports.
• Led an ad-hoc project team of 3 colleagues from Equities business unit which was tasked with specifying business requirements, designing GUI’s and testing of the new web-based trade lifecycle system that integrated several legacy systems into one.
Key Achievement: Designed and programmed macros that reduced the time to generate critical reports from 5 hours to only seconds.
• Responsible for administering equity and interest rate swap deals in Summit for timely settlement by calculating their cash flows.
• Daily reconciled the Firm’s open positions to advise Trade Desk on un-hedged positions in order to minimize the Firm's market risk.
• Led a firm-wide IT project to gather data on 10, 000 internal customer accounts and re-connect them to the correct business unit so the company's operational risk is minimized.
Key Achievement: Carried out detailed analysis of the trade-matching processes and successfully redesigned and implemented alternative procedures which halved the task completion time to 15 man-hours a day and increased the accuracy to nearly 100%.
• As part of R&D Project Management Office, conducted stakeholder meetings and evaluated business processes, anticipated requirements, uncovered areas for improvement, and developed & implemented effective IT solutions.
• Performed requirements analysis and created reports for regular reviews by senior management and cross-functional teams.
• Maintained robust relationships with clients, technicians and management for effective delivery of solutions within tight deadlines.
Key Achievement: Designed and remotely implemented a complex IT project in Arizona site within 2 weeks with 100% success rate.
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