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John Walter Taylor   
PO Box 237202, New York, NY 10023
(212) 561-9479, johnwtaylor23@yahoo.com 

SUMMARY: Experienced Project Manager/Business Analyst, who started in this business by measuring the profitability of a vast number of 
financial products (Commodities, Fixed Income, Equity, and wide range of derivative products). This built a foundation which enabled me 
to deliver technology solutions in the Front, Middle and Back-Office, in some of Wall Streets most prestigious firms, over the past 10 years.  

DISCIPLINES: Project Management, Business Analysis, Functional Architecture, Process Analysis, Process Reengineering, Re-Securitization. 
(Conversion of MBS pass-though pools into: REMIC/CMO) Data Mapping, Data Modeling, Merger experience Accounting (Trade & Settlement Date Daily P&L), 
Reference Data, Expense Management, Change Management, Trainer, Requirements Gathering, Functional Specification Design, Testing (Test Cases/ Test 
Scripts)(Manual Testing & Automated Testing tools), Quality Assurance (QA), Documenting Process Flow, Process Re-Engineering, Re-Valuation (Pricing 
/ Mark to Market), Business Modeling, Data modeling, Process Mapping, Mutual Funds (12b-1 Processing) and Consolidation of Systems (Merger Related), 
Business Contingency/ Business Continuity Planning (BCP), Disaster Recovery (DR), GAP Analysis, Prime Brokerage, Software Development Life Cycle (SDLC)
and Financial Products Management.

FINANCIAL PRODUCTS: Equity: Domestic Equity, Foreign Equity, Index Futures, Options on Index Futures, Commodities (Cash & Forward), Options on 
Commodities. Fixed Income: Treasury (Bonds, Notes, Bill), Mortgaged Backed Securities (MBS), Mortgage Revenue Bonds (MRB – Municipal Bonds), 
Discount Multifamily (DMBS), Real Estate Mortgage Investment Conduit (REMIC – aka Collateralized Mortgage Obligation (CMO)), Mega Pools (MEGA), 
Whole Loans, Swap/DWAC (Deposit/Withdrawal at Custodian), Insurance Wrap (Credit Derivative), Asset Backed Securities (ABS), MBS Futures, 
Options on MBS, Whole Loans, Interest Only (IO), Principal Only (PO), Interest Rate Derivatives (Caps, Collar, Floors), Municipal Bonds, 
Corporate Bonds, Junk Bonds, Commercial Paper, Credit Hedges, and Convertible Bonds. Commodities: Metals (Gold, Silver, Platinum, Palladium, 
Copper), Agricultural (Corn, Soybeans, Soybean Meal, Soybean Oil, Wheat, Coffee) and Oil (Heating Oil, Unleaded Gasoline, Natural Gas, Crude 
Light Oil) Banking Products: Commercial Loans, Trade Finance (Letters of Credit) Insurance Products:  Guaranteed Investment Contracts (GIC) 
and Synthetic GIC. 

VENDOR PRODUCTS: Automated Data Processing (ADP) (BIS, Cage III, Impact, MBS Expert), Aurora (WinFITS), SUNGARD: Global Plus, Martini, Brass 
(Brokerage Real Time Application Support System), Brut (Order Management) and Phase3

COMPUTER SOFTWARE (User): Excel, Excel Macros, MS Word, MS Windows, XP, MS Access, SQL, UML, RUP (Rational Rose), DB-Visualizer, Mercury Quality 
Center (Test Director), ClearQuest (Rational), BusinessObjects (BOXI) Use Cases, HTML, FrontPage 2003, Netscape Navigator, Oracle, Oracle Accounts 
Payable, Microsoft Project 98, Microsoft Project 2003, Microsoft Sharepoint,  Project Workbench, On-Time, Power Point, Lotus 1-2-3, Lotus Notes, 
Accounting Plus, Word Perfect, Phase3, Spreadlyze, McCormick & Dodge - CTS Millennium General Ledger, Futrack, Globeman, Tadia, Computer Associates 
(CA) Fixed Assets, Novell, SQL, ABC Flowcharting, and Visio.

FINANCIAL SERVICES DISCIPLINES: Front Office Trading, Broker/Dealer (Sell Side), Investment Management (Buy Side), Treasury (AFS- Available for Sale), 
Capital Markets, & Commercial Banking. 

ACCOUNTING DISCIPLINES: FAS 91 (Amortization), FAS 140 (Re-Securitizations), FAS 115 (Mark-to-Market & Impairment), FAS 133 (Securities Accounting), 
FAS 65 (LOCOM – lower cost or market), FIN 46 (Security Consolidation), Financial/Accounting Re-Statement, Security Cost Basis and Tax Lot Accounting. 
 

TECHNICAL SKILLS – Excel (Excel Macros, Vlookup, Pivot tables, Concatenate, and Data Management/Cleansing Skills),  MS Access, SQL Queries. 

EDUCATION  Long Island University, B.S., Business Administration , 1987

ADDITIONAL COURCES  - New York Institute of Finance - Technical Analysis (Spring 2001), Global Securities Services: Clearance, Settlement and 
Custody (Spring 1999), Straight-Though-Processing (Spring 1999) New York University - School of Continuing Education - Modern Trading Strategies 
(Spring 1998)

Professional Experience (last 10 years)

JP Morgan Chase - Jersey City, NJ (September 2006 to February 2007) Project Manager (Consulting) Responsible for creating project plans in 
Microsoft Project 2000, for the migration of OPICS (Capital Markets Settlement System), Advantage (Private Banking System), Sierra ( Futures, 
Options and Credit Derivatives Vendor Application) and its internal accounting application (GLAS) to SAP. Managed the components (development, 
reference data, business requirements, configuration, design, test execution, implantation, PMO office and SAP Team) required to participate in a 
integrated system test. Reported weekly status to senior management committee.

Fannie Mae – Herndon, Virginia (November 2005 – June 2006) Project Manager/Business Analyst (Consulting) Project Title: Re-Statement; Responsible 
for the creation and execution of complex test cases, for a portfolio which contains various types of Mortgage Backed Securities (MBS). 
Used DB-Visualizer, along with SQL (Standard Query Language) queries, to verify the results of these test scenarios. Used testing tools including 
Mercury Quality Center (Test Director) and ClearQuest (Rational) for the management of test cases/scenarios, the management of defects and 
automated testing tools. These test cases, where from the Investment Accounting perspective, with sub-topics which included: FAS 91 (Amortization), 
FAS 140 (Re-Securitizations), FAS 115 (Mark-to-Market & Impairment), FAS 133 (Securities Accounting), FAS 65 (LOCOM – lower cost of market), 
FIN 46 (Security Consolidation), Security Cost Basis and Tax Lot Accounting. Used Business Objects (BOXI) for the creation of canned and ad hoc 
reporting requirements. Owned the responsibility for writing Business Requirements Document (BRD) for Re-Securitization Processing, Validation and 
Customized Reporting. Project Manager: Responsible for leading a team of professionals in the validation (relief & execution) effort of Two Major 
Work-Streams (Sales & Re-Securitization), of the restatement project. Created a customized methodology (document) to identify and mitigate risk, 
along with a validation approach procedure, which included Reports and detailed SQL Queries. Interacted with Executive Management Committees and 
External Public Accounting/Audit firm, in the reporting of results. Product Portfolio Included: Mortgage Revenue Bonds (MRB – Municipal Bonds), 
Discount Multifamily (DMBS), Real Estate Mortgage Investment Conduit (REMIC – aka Collateralized Mortgage Obligation (CMO)), Mega Pools (MEGA), 
Interest Only Securities (IO), Principal Only (IO) Securities, Strips, Whole Loans, Swap/DWAC (Deposit/Withdrawal at Custodian) and Insurance Wrap 
(Credit Derivative) 

Sourced Solutions Group, Minneapolis MN & New York, NY (February 2005 to August 2005) Project Manager (Consulting Position) Responsible for creating 
project plans in Microsoft Project 2000, to consolidate two Brokers-Dealers into one from a (a) Compliance / Regulatory perspective (b) Fixed Income 
perspective and (c) Global Firm perspective. Was also a Mortgaged Backed Securities (MBS), Subject Matter Expert (SME), who was responsible for 
overseeing the conversion from Beta to MBS Expert (MBSE) and created detailed test cases/scripts for MBSE.
 

HSBC (July 2004 to September 2004) (Short Term – Consulting Position) Strategic Business Analyst: Responsible for advising the client on a 
complete Mortgaged Backed Securities (MBS) Strategic Solution, from front office applications (BlackRock, Winfits & Bloomberg) to back office 
solutions, which included Impact, MBS Expert & BlackRock . Wrote test plans and test cases for an MBS allocation application called MBS Expert 
(MBSE) whose functions included allocations, give-ups, pair-off's, breakdowns, trade assignments, Settlement Balance Orders (SBO's). Also, 
wrote test queries to search for STIPS (Stipulations), some of which included WAC, WAM, WALA, and Geo's (geographical preferences). 
Create a data repository of all MBSCC/FICC members, storing their Delivery, Clearing, EPN and contact information.

UBS (April 2004 –July 2004) (Short Term – Consulting Position) Senior Business Analyst – Responsible for gathering requirements, from users 
(Traders & Risk Professionals) based  in London, Zurich and New York, writing functional & technical specifications, for: (1) an in-house 
front office, trading application (GABS)who’s main products are related to ABS (Asset Backed Securities), CDO (Collateralized debt obligations) 
and Whole Loan Mortgages; (2) Risk Management Systems, which supplies users with intra-day and end-of-day speeds, status of modeled bonds, as 
well as market and credit risk (delta) information. Also responsible for data mapping of feeds from several reference data systems, including 
Bloomberg, to a number of in-house applications

JP Morgan Chase (July 2003 – February 2004) (Consulting Position) Senior Business  Analyst – Responsible for gathering requirements (using RUP 
methodology), writing functional specifications, writing use cases and creating screen prototypes for several projects related to a MBS (Mortgaged 
Back Securities) Front Office Trading (Trade Capture & Execution) Application & Back-Office System (Allocations). These projects included conversion 
of internal back-office system to ICI/ADP’s Impact, Position Financing (Repo, Reverses, Dollar Roll & $Roll), Real-Time Trade Matching (RTTM), 
creating of a user manual and the conversion of a Sell Side Allocation System to a Buy Side Treasury Allocation Application, which is governed by 
FASB 115 rules, AFS (Available for Sale), HTM (Held to Maturity) and MTM (Market-to-Market) Portfolio Types. Used Visio to created UML flowcharts 
to document End-to-End processing and system interaction. 

MTM Partners: (January 2002 – June 2003) (a) Gathered requirements, created functional specifications and implemented the designed strategy for an 
Access database, for a large domestic plastics manufacture. Used advanced functions in Excel to create custom made solutions. (b) Created, developed 
and executed a QA testing plan, for a specialized web based women’s clothing manufacture. (c) Developed a full business plan (Financials, Budgets, 
Definition of Market Place and Competition) for a Juniors women’s clothing manufacturer.(d) Created a business plan for a “Bankruptcy Liquidator” 
to identify existing companies who have the potential of going into bankruptcy in 90 days or less. (e) Educated consumers in the use of technology 
devices (MP3 Players, iPods, Palm Pilot, Digital Camera) 

JP Morgan Chase (June 2001 – November 2001) (Consulting Position) Project Manager / Senior Business Analyst – Day 2 Project (Merger between JP Morgan 
& Chase Manhattan) Created a more effective reporting method, for a risk mitigation process, that allowed senior management to reduce the time spent 
on this function, by about 75%. Manage project deliverables and progress through regular meeting with Senior Management. Monitor deliverables, activities, 
risks, jeopardizes and dependencies. Verified that the individual production pre-merger month-end financial reporting information from both JP Morgan and 
Chase Manhattan equaled, within an allowed variance, the consolidated global test information for JP Morgan Chase’s Income Statements and Balance Sheets. 
Created data-mapping tables that mapped financial accounts from a pre-merger organizational unit to a post-merger consolidate account number (account 
conversion processing). With the help of Excel, Macros, Access, PRF (Profitability Reporting Facility) and Oracle Sales Analyzer 6.3 (Oracle Financial 
Analyzer), I was able to create ad hoc reports and reconciliation tools, that assisted in this process. Also used the VLOOKUP & Pivot Tables function 
to consolidated information from several different sources.
 
Deutsche Bank (Buy Side) (October 2000 – April 2001) (Consulting Position) Senior Business Analyst / Tester - Responsible for the creation, 
modification, execution and tracking of test cases for an Investment Management software package called Global Plus, a SUNGARD product. Also 
responsible for meeting with the department heads of Stock Loan, Security Master File, Corporate Actions, Global and Domestic Re-Valuation 
(Pricing / Mark to Market), and Fixed Income Derivatives Desk (MBS, CMO, Swaps, Interest Rate Products, Options & Futures) to create test 
scenarios. Documented workflow/ process from front to back office, using Visio. Used Visio & UML to create the data model, then built the 
Database in Microsoft Access Database to supply the development test environment with Reference Data that included: security set up information, 
mark to market pricing, factors, variable rates, foreign exchange rates and other corporate action data. Assisted in the manual input of security & 
account information into a Global Plus test environment, so that parallel testing could be completed. 

ICI/ADP (Buy & Sell Side)(May 2000 – October 2000) (Full-time Position) Senior Business Analyst Responsible for managing and maintaining relationships 
with clients as they pertain to new enhancements, GAP analysis, monthly reporting, and current expectations. Responsible for the gathering of requirements, 
from clients, completing business analysis, and writing of the Data Dictionary, Preliminary and Final Function Specifications for a large domestic fixed 
income system. Also responsible for management of the software process from requirements gathering, documentation, management approval, client approval, 
development, to testing and final presentation to the client (System Development Lifecycle - SDLC). Provided consulting services to external clients and 
generated actual revenue equal to 235K. Also provided the potential revenue for future services in the amount of 290K. Some enhancement topics have 
included: Uploads, downloads, Auto Pair off of Financing (Repurchase Agreement / Repo) transactions, and the calculation of Interest, Expense, Accretion,
Amortization & cost of carry, as they pertain to Mortgaged Backed Securities and Management Reporting. Also used automated testing tools (developed in-house),
in the process of testing. 

Cargill Investor Services (June 1999 – September 1999) (Consulting Position) Manager of Technology for the New York Office – 
Supervised three professionals in the day to day operations, for this well known Prime Broker of Futures and Options, as well as the 
long term technology planning. Was the Project Manager responsible for several internal projects including: re-modeling current office; 
re-modeling switch room and adding more electricity; Identify risks, due to Y2k issues and developed several risk mitigation strategies, 
Business Contingency/ Business Continuity Planning (BCP) and Disaster Recovery (DR) for all in house systems and hardware; changing our back 
office systems from a semi-automated process center to a fully automated operation, using Web and vendor related technology (Straight Though 
Processing). Also documented workflow of all clients processes from front to back office, using Viso & Power-point, to help in STP Strategy.

Quick & Reilly / US Clearing / Fleet Securities (Sell Side)(June 1998 – June 1999) (Consulting Position) Project Manager / Senior Business Analyst - 
Was responsible for developing and managing Year 2000 test cases for the clients' Prime Brokerage Division, whose software has been deemed mission 
critical including Automated Data Processing's (ADP) Cage III, Brass (Brokerage Real Time Application Support System) and Brut (Order Management), 
both SUNGARD products. Develop a detailed project plan identifying resources, work duration, and costs. Manage project deliverables and progress 
through regular meetings with Senior Management and the Executive Board Members. Produced daily emails regarding PMO related statuses. Was also 
responsible for developing test cases / test scripts for all and financial products & systems including Currencies, Mutual Funds (Multi-Fund System), 
Foreign & Domestic Equities/Options and 2b-1 entries, for a Mutual Fund System called Multifund, and Correspondent Clearing Firms for Y2k compliance. 
Set up and the maintained a Master Security Database of Reference Data. Participated in the industry wide SIA Year 2000 test for Municipal Bonds, NASDAQ 
and Mutual Funds. Determined worst case scenarios if failure were to occur due to year 2000 issues - Impact Analysis. Created emergency recovery strategies 
utilizing results of the Impact analyses and feedback from meetings with the business units and senior management.

Societe Generale (December 1997 - June 1998) (Consulting Position) Senior Business Analyst / Project Manager - Was responsible for the documentation phase 
of a project, to replace an internal treasury system, that manages and maintains the banks inventory of securities and banking related products. Was also 
responsible for the creation of the project plans to manage this project. Documented the flow of Information from one system to another. Created a 
questionnaire that was used in face to face and absentee interviews, with the domestic users. Created a database to track the responses from the survey. 
Created a risk assessment model, to determine risk of survey participants. 

Morgan Stanley (September 1996 To August 1997) - (Consulting Position) Business Analyst - Project Odyssey (Year 2000) - Was responsible for the 
identification, tracking and the assessment of external vendors (Market Data Providers, Domestic & International Agencies & Regulatory bodies, and 
Securities Traded Exchanges) on a global basis, to verify their compliance with the year 2000 problem. Developed and presented the methodology for 
collecting and assessing data to senior management. Developed a risk and priority matrix for Year 2000 compliance. Extensive use of the Internet to 
search, confirm and document potential contacts and information sources. (Y2k) 

Citibank, N.A. (January 1995 To September 1996) - (Consulting Position) Business Consultant - Performed cash flow analysis, management reporting, 
performance measurement, yield analysis and independent calculation of the Net Asset Value (NAV) for GIC portfolios which contained various fixed 
income securities. Also responsible for the daily calculation of profitability (P&L) of a range of cash and forward settling commodities and derivatives 
(futures/commodities). Created a procedural manual, by documenting the processes of the RSF Collateral / Custody Management System - Micro-Book. Was the 
liaison person with regards to back-offices issues including: accounting, clearing, custody and regulatory. Product Portfolio Included: Fixed Income 
Securities: Collateralized Mortgage Obligations (CMO), Mortgaged Backed Securities (MBS), Government Securities (Bonds, Notes and Bills) and SWAPS. 
Commodities: Metals (Gold, Silver, Platinum, Palladium, Copper), Agricultural (Corn, Soybeans, Soybean Meal, Soybean Oil, Wheat, Coffee) and Oil 
(Heating Oil, Unleaded Gasoline, Natural Gas, Crude Light Oil).