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I recently completed a two year project as Lead QA Analyst testing and assisting in the implementation of fixed-income instruments onto the Charles River Development order management system and Eagle Star / Pace accounting engine and data warehouse for TIAA-CREF.

In my Lead QA role, I assisted in the development of a Win Runner automation script which enabled us to submit spreadsheet-based fixed income test trades for thirty fixed-income security types into the CRD application (two trades per minute) and to document the transaction processing results.After profiling the instruments held in the portfolios coming onto the new platform, I coordinated the integration and user-acceptance testing cycles involving forty internal and external stakeholder areas

In addition to my testing lead role at TIAA-CREF, I helped to define the overall CRD/Eagle fixed income portfolio migration testing strategy, and helped to build a catalog of Asset Management Department regression test scenarios.I was responsible for collecting and submitting the required SDLC and SOX artifacts including business and IT sign-offs prior to the go-live date of each conversion phase.

In addition to testing Charles River transaction processing and its downstream impact on other applications, I also tested in the following areas at TIAA-CREF:

  • Internal MQ messaging of CRD trades being sent to Eagle PACE, and externally for TBA mortgage-backed securities being transmitted to Fixed Income Clearing Corp. (FICC).
  • Internally developed corporate actions processing application
  • Internally developed portfolio manager biographical reporting application used for prospectus filings.

Prior to my most recent assignment, I implemented a Liquidity Risk reporting application at Societe Generale in accordance with Basel II Accord guidelines using programming resources in Bangalore. India (1 year) , and also implemented a web-based performance reporting application (Investment Scorecard) in the Advisory Services, Broker Dealer and Prime Broker business units at Bear Stearns & Co.

I am searching for a full-time or long-term consulting position where I can grow within the organization and apply my interpersonal, financial and system development skills.

Work experience

Sr. Business / QA Analyst

TIAA-CREF vis Syscore Solutions International

TIAA-CREF, Asset Management IT Dept. New York, NY – FIPC and CASFE projects

Led the QA testing effort and assisted in the conversion of fixed income portfolios from legacy applications onto the Charles River Development order management system and Eagle Star/PACE back-office accounting platform.Wrote the testing strategy document and provided SDLC and SOX documentation and testing artifacts on behalf of forty stakeholder areas.Coordinated integration and user acceptance testing and coauthored a Win Runner automation testing script capable of posting trades for thirty fixed-income security types into Charles River.Processed baseline, integration and user acceptance tests manually and via Win Runner and developed a regression test-bed of fixed-income transaction tests.Also tested internal and external SWIFT MQ messaging, corporate action processing and portfolio reporting.

Mar 2005Mar 2006

Sr. Business Analyst

Societe Generale, IT Dept. Jersey City, New Jersey

Support the Accounting and Finance Department on liquidity risk reporting and the Tax Departments on annual corporate tax reporting requirements.Serve as project manager, wrote business requirements and coordinated the development and QA testing of a new liquidity risk reporting environment in accordance with the Basel II Accord using IT resources in NY/NJ and Bangalore, India. Assist the Tax Department with external audits and with the generation of tax reports and schedules in support of the 1120-F tax return.

Jan 2003Mar 2005

Sr. Business Analyst / Project Manager (Consultant)

Bear Stearns & Co via Rohn Rogers, Inc

Bear Stearns Corp., NY, NY – Global Clearing Services Project Management Dept.- Investment Scorecard Project.

Implemented and managed the day to day operations of the Investment Scorecard performance reporting application in the Advisory Services, Broker Dealer and Prime Broker business units. Brought new beta client firm accounts onto the Scorecard platform.Troubleshot all data transmission, validation and set-up issues related to client account postings.Worked with Operations Dept. staff to integrate Scorecard set-up routines into Bear’s operational workflow.Created training materials and provided operational instruction to the Deployment, Operations, QA and Help Desk Departments.Worked closely with Bear Stearns and Investment Scorecard development teams to define and implement custom enhancements.Worked with an external print fulfillment vendor to establish the Scorecard performance report distribution process.


Sep 1977May 1980


Quinnipiac University

Student Government Representative, 1979

Intramural Sports point champion, Fall 1979

Aug 1976Apr 1977