Business Systems Analyst | Financial Services Technology

Translating financial workflows into clear, delivery-ready requirements.

I help business and technology teams document workflows, data flows, controls, reporting needs, user stories, and UAT scenarios across financial services platforms.

Focus areas include data governance, capital markets data, custody, post-trade operations, reconciliation, and client reporting.

PORTFOLIO FOCUS AREAS

This portfolio is organized around financial-services domains where business workflows, data movement, controls, and systems delivery intersect.

Custody & Post-Trade

Settlement workflows, corporate actions, reconciliation breaks, client reporting, and the operational processes behind custody platforms.

Data Governance & Reporting

Critical data elements, metadata, lineage, data quality rules, source-to-report traceability, and reporting controls.

Platform Modernization & Integration

Current-state workflows, future-state requirements, system touchpoints, API/batch integration, data migration, and UAT planning.