EXPERIENCE
TEMENOS, EMEA REGION Aug. 2016 – Present TRIPLE’A/MiFID SENIOR CONSULTANT
As a member of the Temonos Triple’A team, I am performing Business/Functional/Technical analysis and team management to implement and upgrade Triple’A solutions (GUI/WUI/WealthSuits channels) and ensure the solutions are MiFID compliant.
CURRENT CLIENT: Bank Julius Bär, Zurich, Switzerland
PROJECT OBJECTIVE: Implementation of the Triple’A WealthSuite Channels in order to replace the WUI Portfolio Analysis.
ROLE: I played a dual role on this mission.
Business/Functional Stream Leader: elaborating the Business/Functional/Technical specifications and managing 3 functional/technical analysts to ensure Functional Specification Documents are signed-off.
Team Manager: Coordinating and managing the day-to-day activities of the Temenos Technical Developers, composed of 6 Developers (Triple’ A Core, WUI DesignStudio, TCIB EdgeConnect) to ensure Workpackages are delivered on time/quality.
BNP PARIBAS FORTIS, BRUSSELS, BELGIUM Oct. 2015 – Present MiFID II SENIOR BUSINESS ANALYST
Having the Senior Business Analyst role, I am working on one of the most business critical project currently affecting the bank and is absolutely instrumental in driving it towards compliance and adherence to the MiFID II requirements.
RESPONSABILITIES:
Conduct business analysis of MiFID II Regulations and its impact on the Business line in terms of trading practices (best execution), business processes, transparency requirements and investor protection
Prepare business/functional requirements to address system changes and arrange for sign-offs from stakeholders across all functions including front office, risk, finance, infrastructure and IT
Work alongside Vendor teams (mainly Triple'A Temenos) to understand product changes to support MiFID II
Work closely with the technical team to translate the business/functional requirements into technical analysis documents
Work with IT Application Owners to identify any other Front to Back change that are necessary to support transaction and trade reporting requirements and transaction reporting
Work in partnership with the PMs and IT teams of the multiple on-going projects having a dependency with the MiFID II implementation project (mainly the Triple’ A upgrade project from GUI version R4 up to the WUI version R12) with the responsibility of raising prompt alerts should the need arise
Prepare and execute test cases and support users through UAT
EUROPEAN COMMISSION, BRUSSELS, BELGIUM Jan. 2013 – Sept. 2015 SENIOR BUSINESS ANALYST
Being the Senior Business Analyst of the European Commission (EC) documents management system, my role was to ensure that the system is compliant with the EC directives related to electronic workflows.
The challenge of this project is that the EC documents management system is being used by all the European Institutions covering quit different business needs, goals and processes as of the Commission's Services, the Cabinets, the Executive Agencies, the European External Action Service and EU Delegations.
The huge discrepancy among those different business processes results that, for any systems/processes updates mandatory to be compliant with new EC directives, tremendous negotiation efforts need to be done to achieve an agreement among the different stakeholders.
RESPONSABILITIES:
Ensure up-to-date knowledge on the latest and the coming EC directives
Assess the potential impacts of those directives on the documents management systems/processes
Communicate to management the feasibility and risks on the different alternative solutions in order to keep the system compliant
Achieve agreements among all the European Institutions on required changes to ensure the compliancy and escalate to senior managements when necessary for unresolved conflicts
Get agreement with senior management on the prioritization of projects while meeting budgets and deadlines constraints
Manage multiple projects in parallel required to implement the necessary changes and ensure that the implemented changes on systems/process meet the management vision & goals
Elaborate business and functional requirements artifacts
Keep Senior management aware of the current and potential risks on the different projects while proposing different alternative solutions
Collaborate with management to ensure proper communication toward all the European Institutions about the changes in the systems/processes
Deliver training and coaching
DEUTSCHE BANK, BRUSSELS, BELGIUM Jan. 2011 – Sept. 2012 SENIOR BUSINESS ANALYST
Participating as a Business Analyst in the Deutsche Bank European Programme, Vittoria, my role was to help in replacing the existing channel specific transactional platforms that was in place with a single Online Banking Platform. My main task on this project was to implement the investment platform solution and to ensure that it is MiFID I compliant & consistent with upcoming MiFID II Directive.
The new platform covers Personalisation of offerings, functions, tools and content, plus supports and implements cross-channel processes and actions. The Channels in scope of the Programme are Internet Secure, Internet Public, Branch, Call Centre, Mobile and, to a lesser extent, the Outbound Channel.
RESPONSABILITIES:
Responsible on the business analysis for the re-innovation of the full online Investment
Making sure, as being the Investment SPOC at Vittoria, that Investment programme objectives are being accomplished on time and on budget within the scope while also managing the change requests.
Working on the redevelopment of the process set within the scope of the Programme, design and implementation of the new procedures within each department
Conduct interviews with the business for capturing and documenting decisions with Senior Management regarding processes, controls and responsibilities
BUSINESS GOALS/BENEFITS:
Provide a full and complete banking and investment transactional and advisory capability, with as much available via the On-Line Channel as possible while being compliant with the MiFID directive
Make a distinct offering in a competitive market place
Enable cross- and up-selling of products to the client base
Enable the acquiring of the correct Client types targeted by the Bank
BNP PARIBAS FORTIS, BRUSSELS, BELGIUM Mar. 2010 – Sept. 2010 CRM PROJECT MANAGER/SENIOR BUSINESS ANALYST
Working in the Multichannel and Customer Relationship Management program, my role as a Project Manager/Business Analyst was to manage the project end-to-end life-cycle, clarify and refine the business requirements, translate those requirements into functional specifications and help in the elaboration of technical analysis and testing documents. This role involves a close collaboration with the local and international stakeholders from Business, IS and IT in order to prepare, review and validate all the expected deliverables for the corresponding milestones.
Among the projects of the Multichannel and CRM program, I was involved in:
Business Desktop: Being the entry point of the salesforce workstation for retail and private employees, the Business Desktop application provides a compact view on the appointment of the day, top to-dos, commercial news, critical info and access to transactions. As the layout and content of the Business Desktop is user dependant, this project streamlines the everyday work of the bank salesforces by providing all what users needs in a single interface.
Action Tab: This application provides retail and private salesforce all the information needed on actions to be fulfilled for a specific customer in a proactive way. Providing the salesforce a proactive way to manage customer actions shifts the way of working from punctual broadened product driven campaigns to ongoing client centric contact management.
ALLIANZ INSURANCE, BRUSSELS, BELGIUM Nov. 2007 – Dec. 2009
PROJECT MANAGER/SENIOR BUSINESS ANALYST
Involved in several projects in the personnel and group insurances my role was to manage the projects, analyse the business requirements, describe and analyse business process, help in identifying future business needs, ensure solutions are compliant, produce the business & functional analyses, coordinate among business, IT teams and external partners, and elaborate the testing.
RESPONSABILITIES:
Manage multiple projects simultaneously with the responsibility of planning and coordinating all aspects of technical projects from initiation through delivery
Coordinate activities and tasks among project team members, other internal departments and Allianz’s vendors/subcontractors organizations to meet project goals and ensure projects completion is on schedule, within budget constraints, and of the appropriate quality standards for the project scope
Manage project risks, issues/problems, and activity progress to ensure project goals are achieved and assist with problem resolution and risk mitigation
Serve as liaison between technical and non-technical teams to ensure all project targets and requirements are met
Deliver informational and decision-seeking presentations to technical and business
Conducts project closure activities to formalize and communicate the project acceptance and complete a post-implementation review to identify areas of improvement
Elaborate all analysis artefacts according to the Quality Management framework
Provide Allianz senior management an independent point of view of the analysis conducted by Allianz external partners
MAIN PROJECTS BUSINESS GOALS/BENEFITS:
Business Process Improvem...