Business analysis and project management
Clarify business needs with technology architectures.
Strong business analysis and agile project management skills ensure transparency and responsiveness at all stages of the software development lifecycle. Careful analysis is key to understanding business needs and getting requirements right. And, project management is necessary for accurately tracking work to completion within time and budget constraints.
RESULTS-Oriented analysis and project execution
New online brokerage systems development: Business Requirements Analysis, Technology Analysis, Systems Analysis, Trade Process Analysis, Development Plan (Deliverables, Timeline & Cost)
Brokerage firm acquisition: Current Systems Analysis, Target Operating Model, End-State Technology Gap Analysis, Business/Technology Plan (Deliverables, Timeline & Cost)
Portfolio system migration (MyVest): Data Sources Analysis, Report Requirements Analysis, File Transmission & Procedures
Account conversion between broker-dealers: Conversion Impact Assessment, Conversion Requirements, Acceptance Test Criteria, Conversion Plan (Deliverables, Timeline & Cost)