Solutions-focused Business Analyst with background spanning wide areas of operations,

from financial to resource/capacity analysis eager to contribute to the bottom-line performance of a progressive organization.

 

 

Possess an exceptional blend of financial and technical acumen with proficiency in data analysis, project planning, scheduling, resource planning, strategy development, and project management. Excel in teaching and training clients and personnel in new processes and systems. Perceptive problem solver with proven success in relationship management, coordinating system conversions and implementations, and creating and maintaining spreadsheets and databases to track and organize vital information. Considerable strengths in anticipating and responding accordingly to constantly changing business needs and priorities. Seasoned background in the financial services and trading arena including compliance, market data analysis, and operations. Highly versatile; able to quickly adapt to new roles, responsibilities, technologies/software and environments.  

 

Selected Achievements:

 

         Chosen among only 90 in North America to attend Alstom University s Future Management training course in Chattanooga, Tennessee.

         Drastically improved on-time performance from 40% to 95% by tracking late engineering efforts and posting schedule at weekly team meetings to enable personnel to swiftly resolve issues and conflicts.

         Held an integral part in expediting project cycle time for HRSG from 32 months to 26 months to enhance competitive positioning.

         Handpicked as Senior Registered and Compliance Registered Options Principal at J. Giordano Securities Group, providing critical leadership for trading desk compliance.

         Key player in conversion of Bear Stearns to Pershing Prime Broker systems at J. Giordano Securities.

         Collaboratively launched and maintained firm s in-house equity warrant database to heighten sales productivity at J. Giordano.

         Sold and executed 100,000+ contracts annually in options sales, translating to approximately $250K in commissions for J. Giordano.

• Played a pivotal role in generating 300% profit since inception of Spirit Partners hedge fund.
• Resourcefully introduced and traded options strategies, bolstering profit on fund s preliminary strategy.

 

 

Alstom Power, Inc., Windsor, CT, 2009 to 2010

Resource and Capacity Analyst, Utility Boilers (2009 to 2010)

         Proficiently used Primavera scheduling software to track, manage and monitor 5,000+ activities.

         Applied sharp problem solving abilities toward expeditiously identifying and resolving department resource and scheduling conflicts through seamless communication and cooperation with Engineering Departments in Connecticut and India.

 

Project Planner, HRSG            (2009)

         Spearheaded project planning and scheduling efforts for design, procurement, fabrication, delivery and installation of HRSG (Heat Recovery Steam Generator) products.

         Created Earned Value Analysis summaries for each project to enable accurate status reporting.

 

Continued

 

 

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Professional Experience continued

 

         Established clear internal procedures including resource planning and critical path analysis to ensure unified and efficient efforts among Planning group.

 

Schwarz Robinson Accounting, Larchmont, NY,            2007 to 2009

Consultant / P&L Analyst

         Performed broad-scope accounting functions spanning corporate bank statement review and processing, preparation of corporate and personal tax returns, corporate payroll, cash flow analysis, and cash receipts and disbursements.

         Accurately compiled corporate P&L statements for 2007 tax year for 100+ clients.

         Participated in preparing quarterly/monthly corporate sales tax returns and corporate payroll tax returns.

 

J. Giordano Securities Group, Stamford, CT, 2002 to 2007

Equity Option Compliance / Trading Risk Analyst      (2005 to 2007)

         Supervised option trading at Broker/Dealer to ensure compliance with NASD rules and regulations.

         Diligently monitored customer/firm s trading activity to avoid potential monetary and regulatory risk.

         Demonstrated exemplary multi-tasking expertise in reconciling trade breaks, reviewing and approving new account forms for clients seeking options trading privileges, reviewing Reg SHO lists, and obtaining borrows from stock loan department at prime broker.

 

Business Analyst / Equity Derivative Sales Trader / Market Data Analyst       (2002 to 2004)

         Developed, sold, and executed equity derivative trading strategies for institutional and retail clients. 

         Partnered with IT department to devise, implement and optimize trading systems for firm.

         Leveraged customized market scans to formulate and model listed options strategies for clients.

         Traded convertible bonds with institutional customers and teamed with convertible bond desk to integrate option strategies into convertible bond sales.

         Proficiently modeled and executed listed and OTC warrant strategies for sales and proprietary trading desks.

 

Spirit Partners, L.P., New York, NY, 1997 to 2002

Head Trader

         Efficiently performed full spectrum of trading activities, exhibiting advanced expertise in strategy, execution, operations and daily P&L analysis.

         Evaluated and leveraged inefficiencies for warrant arbitrage strategy, resulting in high profits.

         Successfully made markets in over 75 NASDAQ securities facilitating trading liquidity.

 

 

 

Series 4, 7 and 55

 

 

Primavera 6.2, Microsoft Office (Word, Excel, Outlook), Bloomberg, Redi, OPTRACK, Thomson One, Pink Link, Autex, NASDAQ Workstation and ACT, Quicken, QuickBooks, ProSystem fx Tax, Lotus Notes, SharePoint