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Paul Miller, Solution Delivery Specialist / Technical Business Analyst - solving complex problems through project planning/management, system design, analysis, code and testing
alt67.com ltd

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The Contractor's Resume  

Availability Date: 01/08/2019
Click here to Request Contact information (no fee).
Current Address:     STAFFORD   Stafford   United Kingdom

Personal Web Page: www.alt67.com

Additional Contract Information:

An experienced, highly motivated technology professional with a focus on ‘getting things done’. I have extensive expertise in end-to-end solutions and systems design, implementations, and business transformation programmes within banking, finance and wealth management. 

In depth IT technical experience within the Banking, Finance and Wealth Management sectors including Wealth Management Platforms working with some of the financial industry’s leading software and application providers including JHC Figaro, Focus Solutions, Tercero, Wealth Dynamix, MS CRM, Fiserv, FinEx, SEI, Pershing, Fiscal, Pulse, Adam & Co, Kordoba K-GS, JD Edwards, Globus, Accurate, Duco, BMC Footprints, Erudine, UnaVista, Fidessa, Euroclear EMX, Calastone, Interactive Data, Six Financial, BITA Risk, LiquidMetrix, Crest GUI, Safe Financials, Proquote and Winterfloods

Spearheading over 15 successful data migrations, client onboarding and client conversions over the past decade, including data mapping, data profiling, extraction, staging, transformation, load, configuration and reconciliation; facilitating several system transformation and enhancement programmes ranging from simple changes, automation, process improvements, complete system overhauls, and legacy system migrations and upgrades.

An experienced lead consultant providing problem analysis and problem solving with innovative solutions design, as happy in the technical detail analysing/designing systems and solutions "getting my hands dirty", as I am leading projects and project teams, including analysts, testers, architects, developers, service management, support and infrastructure; with analysis, solution design, transformation, ALM backlog management, scrum, process improvement, leadership and support.

I am equipped with advanced project management, investigative, analytical, interpersonal, communication, and negotiation skills.

AREAS OF EXPERTISE

  • Technical Solution Design, Delivery Consultant and Product Owner 
  • Solution design, Wire-framing, Systems Design, Delivery Management and Documentation
  • Technical Business Analysis, System Analyst, Data Analysis, Process Analysis and Integrations
  • Translate functional and non-functional requirements into solution design
  • Problem analysis and problem solving with innovative solutions design
  • Producing solutions documents and functional/technical specifications
  • Proven track record of successfully delivering major transformation, process improvements, efficiencies and technical projects within the Financial Services, Banking and Wealth sectors with knowledge of systems and processes covering Client Lifecycle Management (CLM), Prospect Management, Lead Management, Case Management, Portfolio Management, Portfolio Modelling, Client Migration, Client On-boarding, Client Take-on, Client Off-boarding, Client Terminations, Fact Find, Needs Analysis, KYC, Multiple Currency, Client Communications, Campaign Management, Client Digital Portal, Mobile Portal, Client Relationship Management (CRM), Performance Attribution, CGT, FX, Corporate Actions, Dealing/Trading, Settlement, Treasury, Risk and Compliance, AML/PEP/Sanctions, Reconciliations, Payments, Tax, Interest, Client Money and Regulatory (including Data Protection, GDPR, FATCA, MiFID, MiFID2, CRS and others).
  • Change Management
  • QA/Testing, Issue Management, Resolution and Reporting
  • Business Process Improvement and Automation
  • Client Migration, Onboarding, Offboarding and Data Migrations
  • Data Warehousing (MI/BI/ODS/Dashboards)
  • Legacy Systems Analysis, Migration and Integration

UK/EU/USA and AUS/NZ based work (willing to consider relocation).


checkbox Willing to work over the internet
checkbox Willing to Relocate
checkbox Work Offsite ONLY
Citizenship: English

Years of experience: 30+
List of Skills:
Client Lifecycle Management (CLM)
CLM
UX
UI
Client Digital
Client Experience
Campaign Management
Lead Management
Prospect Management
Client Relationship Management (CRM)
CRM
Account Opening Process (AOP)
Agile Methodologies
Analysis:Business Analysis
Analysis:Systems Analysis
Analysis:Technical Analysis
Analysis:Technical Analyst
ALM
ALM:Backlog Management
Product Owner
Analytics
Automation
Back Office
Backbase
Banking:ADDACS
Banking:AUDDIS
Banking:BACS
Banking:Brokerage
Banking:CHAPS
Banking:Financial EDI
Banking:Fiserv ICBS
Banking:ICBS
Banking:Lockbox
Banking:SWIFT
Batch Management
Big Data
Business Analyst
Business Applications
Business Information (BI)
Business Process Automation
Business:Access
Business:Decision Management
Business:Excel
Business:Excel Macro
Business:IBM AS400
Business:IBM iSeries
Business:IBM System i
Business:Lotus SmartSuite
Business:MS Office
Business:Powerpoint
Business:Process
Business:Project
Business:Word
BYOD
Change Management
Client Maintenance Automation
Client Migration:Adam and Co
Client Migration:Analysis
Client Migration:BBH
Client Migration:Benchmarks Mapping
Client Migration:BNY
Client Migration:Business Mapping
Client Migration:Cash Reconciliation
Client Migration:CGT Allowances
Client Migration:Client Data Reconciliation
Client Migration:Data Cleansing
Client Migration:Data Formatting
Client Migration:Data Mapping
Client Migration:Data Migration
Client Migration:Data Validation
Client Migration:Data Transformation
Client Migration:Fees/Commissions Mapping
Client Migration:Interested Parties
Client Migration:On-Boarding
Client Migration:Off-Boarding
Client Migration:Performance History
Client Migration:Pershing
Client Migration:Portfolio Model Mapping
Client Migration:Product Mapping
Client Migration:Project Management
Client Migration:Pulse
Client Migration:Quasar
Client Migration:SEI
Client Migration:Stock Reconciliation
Client Migration:Stock Restrictions
Client Migration:Test Load
Client Migration:Testing
Client Migration:Transaction History
Client Migration:UAT
Client Migrations
Consultancy
Consulting
Consulting:24x7 High Availability
Consulting:AML Anti Money Laundering
Consulting:Availability and Response Time
Consulting:Big Data Analyst
Consulting:Business
Consulting:Change Management
Consulting:Client Migration
Consulting:Client Onboarding
Consulting:Data Architect
Consulting:Disaster Recovery (DR)
Consulting:DFM
Consulting:Wealth Management
Consulting:Portfolio Management
Consulting:Portfolio Modelling
Consulting:Model Portfolio
Consulting:Due Diligence
Consulting:EUSD
Consulting:FATCA
Consulting:MiFID and MiFID2
Consulting:CRS
Consulting:High Availability
Consulting:KYC
Consulting:Performance & Tuning
Consulting:Portfolio Modelling
Consulting:Process Improvement
Consulting:Project Management
Consulting:Quality Assurance
Consulting: Quality Assurance:Automated Software Testing
Consulting:Risk Profiling
Consulting:System Upgrade/troubleshooting
Consulting:Technical Writer
Consulting:Technology & Business
Consulting:Training Development
Conversions
CRM
Data Acquisition
Data Collection
Data Mapping Software
Data Migration
Data Migration
Data Warehousing
Data Warehousing
Data:Data Analysis
Data:Data Modeling
Data:Data Warehouse
Data:Database Design
Data:Database Performance Tuning
Database:DB2
Database:DB2/2
Database:DB2/400
Database:Design
Database:SQL
Database:SQL Server
Database:XML
Dealing:Fidessa
Dealing:Pershing
Dealing:Limit Orders
Dealing:Proquote
Dealing:Raise/Invest
Dealing:Stop Loss Orders
Decision Management:Erudine
Design:Database
Design:Documentation
Design:Workflow
DFM
Discretionary Fund Management
Wealth Management
Documentation:Acrobat (PDF)
Documentation:HTML
Documentation:MS Word
Documentation:MS Excel
Documentation:MS Powerpoint
EDI-Electronic Commerce
Electronic Commerce
Erudine:CDS
Erudine:Control Data Store
Erudine:ODS
Erudine:Operational Data Store
Finance:AML
Finance:AOP
Finance:APCIMS
Finance:Back Office
Finance:BITA Risk
Finance:CGT
Finance:Corporate Actions
Finance:Currency FX
Finance:Custody
Finance:Dealing
Finance:Dividends
Finance:CDD
Finance:EDD
Finance:Equities
Finance:Euroclear
Finance:Fraud
Finance:Front Office
Finance:Funds
Finance:Gilts
Finance:ISA
Finance:JISA
Finance:KYC
Finance:Middle Office
Finance:NISA
Finance:Nominee
Finance:Portfolio Rebalancing
Finance:Portfolio Modelling
Finance:Risk
Finance:SCRIP / DRIP
Finance:Settlements
Finance:SIPP
Finance:Stock Reconciliation
Finance:Tax
Finance:Trust
Finance:TYE
Finance:W8BEN
Finance:W9BEN
Finance:Wealth
Financial IT Systems Design
Freelance
Freelancer
Front Office
Industry:Brokerage
Industry:Financial
Industry:Insurance
Industry:Manufacturing
Industry:Online Services
Industry:Tax
Industry:Wealth
iSeries:CL
iSeries:CLLE
iSeries:DB2
iSeries:Disaster Recovery
iSeries:Journalling
iSeries:Performance Tuning
iSeries:Power 7
iSeries:Power 8
iSeries:Query Manager (QMQRY)
iSeries:Query/400
iSeries:ROBOT
iSeries:RPG
iSeries:RPG/LE
iSeries:RPG2
iSeries:Scheduler
iSeries:SQL
JHC Figaro
Languages:BASIC
Languages:HTML
Languages:RPG
Languages:SQL
Languages:VBScript
Languages:Visual Basic for Applications (VBA)
Languages:XML
Macro
Management Information (MI)
Management:Board Reporting
Management:Business Process Re-engineering
Management:Change Management
Management:Configuration Management
Management:Development Planning
Management:Development Roadmap
Management:Environment Management
Management:Implementation Planning
Management:Information Technology
Management:Offshore Development
Management:Offshore Testing
Management:Project Manager
Management:Release Management
Management:Resource Planning
Management:Risk Management
Management:Roadmap
Management:SDLC
Management:Senior Management Team (SMT)
Management:Social Media
Management:Software Delivery Lifecycle
Management:Staff Management (121, PDP, Objectives)
Management:System Design
Management:Vendor Management
Middle Office
Middleware:API
Middleware:Message Oriented
Middleware:MQseries
Mobile First
Mobile First:Responsive
Mortgage Banking Automation
MS Access
MS Excel
MS PowerPoint
MS Project
MS Visio
MS Word
Omni-Channel
Omnichannel
On-boarding
Operating System:Linux
Operating System:MS DOS
Operating System:MS Windows
Operating System:OS/400
Operating System:Windows
PMS
Portfolio Management
Portfolio Rebalancing
Model Portfolio System (MPS)
Bespoke Portfolio system (BPS)
Porting:Multi-platform Porting With Middleware
Process Automation
Programming:API
Programming:CL
Programming:CLLE
Programming:HTML
Programming:Macros
Programming:Query/400
Programming:RPG
Programming:RPGLE
Programming:SQL
Programming:VB Macros
Programming:VBA
Projects:Client Onboarding
Projects:Migration
Projects:Project Coordinator
Projects:Project Management
Responsive Design
Retail Advisor Platform
Sandstone
SDLC
Software Configuration Management
Software Development Tools
Software Distribution
Software QA
Software: Account Opening:Reach
Software: Accounting Software:J.D.EDWARDS
Software:Accurate
Software:Balsamiq
Software:BITA Risk
Software:BMC Footprints
Software:CREST GUI
Software:Duco
Software:Erudine
Software:Fidessa
Software:Figaro
Software:Fiserv CBS
Software:Focus 360
Software:IBM Rational Tools
Software:IBM RFT
Software:JD Edwards
Software:JHC Figaro
Software:Kordoba Core24
Software:Kordoba KGS
Software:LiquidMetrix
Software:MACPAC
Software:Microsoft Excel
Software:Microsoft Powerpoint
Software:Microsoft Project
Software:Microsoft Publisher
Software:Microsoft Visio
Software:Microsoft Word
Software:Proquote
Software:Rational Tools
Software:ROBOT/400
Software:Third Financial
Software:Tercero
Software:UnaVista
Solution Design
Solution Delivery
Concept Design
Spreadsheets
SQL
Stock Broking:Figaro
Stock Broking:JHC Figaro
Stock Broking:XO
Stock Broking:Execution Only
Straight Thru Process (STP)
Systems Analysis
Systems Analyst
Systems Integration
Systems Programming
Systems Programming:IBM System i
Systems Programming:iSeries
Systems Programming:Mainframe
Systems Programming:Mainframe Legacy Systems
Systems Programming:Reverse Engineering
Technical Analysis
Technical Analyst
Technical Proposals
Technical Support
Technical Writing
Technical Writing:Business Case
Technical Writing:Business Object Modeling
Technical Writing:Business Process Modeling
Technical Writing:Data Dictionary
Technical Writing:Design Documentation
Technical Writing:HELP file Authoring
Technical Writing:Procedures
Technical Writing:Product Requirements
Technical Writing:Project Requirements
Technical Writing:Requirements Documentation
Technical Writing:Use Case Modeling
Technical Writing:Use Cases
Technical Writing:User Documentation
ALM:Backlog Management
ALM:Feature Level Backlog
ALM:PBI
ALM:Product Owner
Testing
Testing:Automation
Testing:Black Box
Testing:E2E
Testing:IBM Rational Tools
Testing:IBM RFT
Testing:Offshore
Testing:Operations
Testing:Planning
Testing:QA
Testing:Regression
Testing:RT
Testing:RTF
Testing:SIT
Testing:Structural
Testing:Systems Integration
Testing:Test Development
Testing:Test Tools
Testing:UAT
Testing:Uer Acceptance
Testing:White Box
Training
Training:Business Analyst Activities
Training:Business Basic
Training:Data Analysis
Training:iSeries
Training:Requirements Development
Usability Testing
VB Macros
Vendor Management
Wealth Management
Wealth:AML
Wealth:AOP
Wealth:APCIMS
Wealth:Back Office
Wealth:BITA Risk
Wealth:CGT
Wealth:Corporate Actions
Wealth:Currency FX
Wealth:Custody
Wealth:Dealing
Wealth:Dividends
Wealth:Equities
Wealth:Euroclear
Wealth:Fraud
Wealth:Front Office
Wealth:Funds
Wealth:Gilts
Wealth:ISA
Wealth:JISA
Wealth:KYC
Wealth:Middle Office
Wealth:Modified Dietz
Wealth:NISA
Wealth:Nominee
Wealth:Performance Attribution
Wealth:Portfolio Modelling
Wealth:Portfolio Rebalancing
Wealth:Risk
Wealth:SCRIP / DRIP
Wealth:Settlements
Wealth:SIPP
Wealth:Stock Reconciliation
Wealth:Tax
Wealth:Trust
Wealth:TWR
Wealth:TYE
Wealth:W8BEN
Wealth:W9BEN
Wealth:Wealth
Web Portal
Web Portal:UI
Web Portal:UX
Client Digital

Acceptable Contract arrangements:
checkbox I do use contract agents/recruiters.
checkbox I am an Independent Corporation.
checkbox I am a Limited Liability Company (LLC).
checkbox I use an Umbrella company as employer of record.
checkbox I am an Independent Sole Proprietor (1099).
checkbox I can be an Employee of an Agent (W2).
checkbox I can be convertible to Employee of Client.
checkbox I am also looking for part-time work.
checkbox I will also bid fixed price work.


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