American Express

Senior Product Manager / Senior Product Owner

Tata Consultancy Services

Analytics Consultant - Silicon Valley Bank

MUFG

Support an agile software development process, working in conjunction with stakeholders and delivery team to deliver on regulatory report automation
Work directly with other product owners, system engineers, program managers, developers, testers, and customers to define features and technical user stories in JIRA
Drive data sourcing for Finance and Regulatory Initiatives
Own definition of data requirements, including documentation
Line of Business engagement across Product, Controllers, and Operations teams for all financial and Regulatory data sourcing initiatives
Work with business unit leads to define data requirements, including documentation
Supervisory role in writing Business Requirements Document (BRD) for CCAR Reports)
Drive drafting data requirements document (DRD) by determining what data is required to fulfill the business requirements and objectives of the finance or regulatory project.
Collaborate with VPs focused on other specialized product/sub-products, technology teams, Project Management teams, and enterprise data organization
Assist with review and prioritization of data sourcing initiatives
Review and guide analysts/AVP performance of complex data analysis on compliance and transactional system databases
Guide analysts/AVP's data analysis tasks, interpret results and perform trend analysis using statistical techniques.
Drive deployment of a Business Intelligence/data analytics platform within the compliance environment
Assist with development and drive best practices for financial data reconciliation requirements across business units and functional groups

Vice President, Regulatory Reporting Shared Services

Credit Suisse

- Review data for accuracy, interact with Data providers and reconcilers 
- Performing necessary analysis of the reportable data (actuals and projections), which involve many of Credit Suisse's US legal entities and across many products
- Working on various Business Requirements Documents supporting development of the various reports that will require filing by the U.S. Intermediate Holding Company (IHC) for Comprehensive Capital Analysis and Review (CCAR) 14A submission
- Actively participate in user acceptance testing of the reports as technology solutions are delivered
- Preparing ad hoc analysis reports

Regulatory Reporting Analyst

Wells Fargo

- Preparing complex test plans and scoping documentation
- Drafting reports and preparing summaries of results and findings to be reported to various stakeholders, including Corporate Regulatory Reporting and Corporate QA
- Preparing working papers that robustly document all QA testing procedures performed
- Executing testing work under the supervision of Accounting Policy Manager
- Identifying areas of risk and designing tests to evaluate accuracy of reporting in those areas
- Learning regulatory reports or product focus areas and providing support to broader team around areas of focus

Analytic Consultant

Salo LLC

I work closely with clients to identify sources of financial data and establish the best way to gather and process data. I process financial data and store it in a pristine format to enable clients meet their financial obligations. I am also in charge of maintaining financial control procedures.
I ensure the client is complaint with accounting standards, such as making regular financial declarations, calculate their tax dues and make the necessary tax filings. I also assist the accounting team in preparing monthly quarterly, biannual and annual financial statements.

Accounting Consultant

Global Futurewise

•	Design, develop, implement, and test OBIEE metadata/logical data models, security models, cubes, and complex OBIEE user interface objects such as reports and dashboards
•	Worked closely with Business Analysts in understanding the Analytics Requirements and created Business Models for Generating Reports as per the requirements
•	Customized the existing repository in the 3 layers (Physical, Business Model & Mapping, Presentation layer) based on the new business requirements. 
•	Created Time Series Measures Year Ago, Month Ago, Year-to-date measures using Ago and To Date functions. 
•	Coordinate with business users and engineers to plan, design, and implement appropriate ETL process to seed the data warehouse
•	Implemented object level security for both repository objects and web objects by creating users and groups in repository and web catalog groups in the Presentation Services. 
•	Developed Reports using different Views (Pivot Table, Chart, and Narrative view, etc.) 
•	Created Interactive Dashboards with drill-down capabilities, filters and Dashboard and Page Prompts. 
•	Involved in setting up IBots to run reports at scheduled time using BI Delivers. 
•	Created Source definitions from Flat Files, xml files, excel files, Oracle DB, Imported Target definitions and created reusable Transformations, mapplets in Shared folder. 
•	Development of many complex Informatica mappings and mapplets to build key interfaces using transformations and reusable transformation units (Update Strategy, Filter, Router, Expression, Lookup, Aggregator) for loading data into Data Warehouse. 
•	Used Workflow Manager for Creating, Validating, Testing and running the sequential and concurrent Sessions and scheduled them to run at specified time with required frequency. 
•	Involved in optimizing the performance at various levels (Mapping Level, Session Level and Database Level)

OBIEE Developer

Deloitte

I applied my analytical and problem-solving skills to provide high-quality audit services to various clients. Some of my main responsibilities and achievements were:
-	Assisting the audit senior in planning and supervision of audit fieldwork
-	Obtain a detailed understanding of the business cycles of the organization
-	Perform tests of controls to ensure that controls are designed, implemented, and operating effectively throughout the period of audit interest 
-	Identify control weaknesses and recommend corrective measures
-	Perform substantive audit procedures of account balances including detailed tests, analytical reviews, and substantive analytical procedures so as to validate that the transactions recorded reflect their true nature

Senior Associate

Assist in planning work on assigned segments of the audit.
Execute detailed audit procedures, including reviewing transactions, documents, records, reports and procedures and conducting audit tests which are sufficient in scope to support professional opinions as to the fair representation of client financial statements.
Assist in the preparation of financial statements, reports and analytical reviews, as necessary. 
Prepare work papers which record and summarise audit procedures performed and ensure that working paper are files have approved firm guidelines.
Assist in developing recommendations for corrective action/improvement. 
Ensure assigned work is completed within agreed time frames and carried out per approved methodologies and standards and within agreed budgets.
Keep the manager updated on any issues arising from the assignment. 
Assist with departmental administration tasks such as filing and updating of client files. 
Leverage knowledge and contribute to proper knowledge management within the department.

Audit Associate

Hewlett-Packard

•	Accounting payable lead (Internal and external Suppliers)
•	Preparing payments for all invoices received ensuring that all payments are fully supported and accounts are reconciled
•	Providing withholding tax bookings weekly for payments to be processed
•	Preparing tax certificates for customers and emailing them where necessary
•	Uploading authorised tax payments on straight2Bank- online banking system
•	Following up with signatories to ensure payments are authorised in time
•	Marking and follow up urgent and off cycle payments as required
•	Issuing of reconciled staff accounts
•	Maintenance of accounts payables register to promote efficiency
•	Record coordinator- maintenance and retention of Finance records.

Assistant Accountant

Strathmore University

Duties and Responsibilities
      Students debtors monitoring and attendance track records
      Class set ups for AV,PA systems and facilitation of handouts
      Preparation of weekly reports to the help desk committee
      Handling of lecturers and casuals claim forms
      Students' progress reports and lectures scheduling

Students Assistant

Nick is a senior product manager at American Express, where he supports an agile software development process to deliver regulatory report automation. He has over 10 years of experience in regulatory and financial accounting, data ingestion, and data analysis, working with leading US banks and Deloitte. He holds a CPA and an Oracle BI certification, as well as a master's degree in strategic analytics and a postgraduate degree in artificial intelligence and machine learning.

As a senior product manager, Nick works directly with stakeholders and delivery teams to define features and technical user stories in Jira and Rally, drive data sourcing for finance and regulatory initiatives, and own the definition and documentation of data requirements. He also collaborates with product, controllers, and operations teams across business units to ensure data quality and consistency. Nick is proficient in Python, Transact SQL, PL/SQL, and R, and has a talent for providing strategic leadership and driving organizational growth. He is passionate about leveraging data and technology to solve complex business problems and create value for customers.

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