Candidates About

TEKsystems —Global Engineering Client, Boston, MA

Principal Consultant, Oracle EBS Security Analyst                                                                                                   5/2016 – 3/2017

§  Successfully went live with a full-scale ERP Oracle EBS application build, mapping and creating new security roles as needed for the business. Organized all security mapping and documentation

§  Liaison between five major business units, Payroll, Finance, Project Management, Procurement, & HR for all security related issues

§  Managed the implementation of Oracle’s Security RBAC (Role Based Access Control) application to customize and align the software to modern security principles

§  Leveraged internal software (Service Now) to be coded to run a multi-level systematic access approval process, across a large Global Engineering organization. Reviewed by external audit firm

§  Supervised the on & off-shore teams directly 7-24 so that security standards and business access principles were followed

§  Designed security audit controls for business processes in Oracle, managed the coding of enterprise change requests

Bank of America / Merrill Lynch —Wealth & Investment Technology, Boston, MA

Operational Risk Manager                                                                                                                                     2/2006–11/2015

Global Wealth & Investment Technology, Bank of America (Risk & Compliance)

§  Successfully managed over million-dollar Wealth & Investment technology budget with innovative trade access control improvement results; by implementing many enterprise technology risk projects across wealth management platforms

§  Successfully improved Columbia Management’s trade access (information security) flow for applications like BondEdge, Charles River, to align with enterprise mandates

§  In 2008 designed capital markets access management process that automatically connected vendor brokerage applications to risk and control protection inside bank’s network firewall

§  Seamlessly reengineered trade access logging requirement, aligned to TradeWeb application, into parent  trading application PACE; the bank’s enterprise trust accounting application

§  Wealth Management Security Point of Contact for applications, worked with the bank’s RBAC agile team for over a year regression testing the Wealth Management population

https://www.linkedin.com/in/datastephenjmcwhirterboston1

18 Cunningham Drive, Hamilton, MA 01982  |  617.835.4670  |  washeba81@yahoo.com

TSG Consulting, Inc. (TekSystems), Stoneham, MA

Senior Business Analyst Consultant                                                                                                                  10/2004 – 2/2006

Business Analyst & Compliance Industry Consultant, Bank of America (Electronic Surveillance & Supervision)

§  Trade Management of innovative vendor product that watches for combination of trade/risk violations; forward engineered implementation of  Trade Blotter and Compliance Alert software development process working with Actimize Vendor product

§  Acted as Senior Business Analyst in data sourcing 500+ Wealth & Investment Management applications for compliance with Basel II Risk regulations; wrote charters, business requirement documents, and facilitated data movement confirmation

§  Designed technology risk process that allowed Wealth Management division to stay compliant with Sarbanes-Oxley regulatory requirement; this improvement moved one of the largest trust system applications into SOX compliance

Keane, Inc., Boston, MA                                                                                                                                           7/2003 – 10/2004

Business Systems Analyst & Securities Industry Consultant

Wealth Management Client, State Street (Deutsche Bank industry conversion)

§  Implemented code for 4 major Global Plus interfaces; Global Plus expertise includes FX trading (Longview), Pricing, Corporate Actions, Cash, Beneficial Owner and Global SWIFT messaging

§  Implemented UAT Global Plus upgrade for multiple clients to version 3.2

§  Converted MQ trade message system from SSGA server to GEP message Hub

§  Created online client profiles for use by technical trade support staff members

§  Completed project design of system test plans and technical documentation

§  Completed final client sign-off of security industry production code

§  Wrote 200-page Global Plus setup manual for 4 major interfaces

§  Organized process to define and build any type of transaction using SunGard’s General Interface (GI) source code

§  Deployed Oracle-based Global Plus system to write queries to successfully test Corporate Action message queue for security notification updates

Olmstead Associates, Inc., Boston, MA                                                                                                                 6/1998 – 7/2003

Business Analyst & Securities Industry Implementation Consultant

Columbia Management –FIA Group (Fixed Income Trading System)

§  Developed flow charts for Fixed Income concept of operations

§  Worked with CMG Traders to write business specifications

§  Designed and implemented offshore software project

§  Integrated workflows into test cases using Fleet’s project management standards

§  Designed mapping and testing of all outside data sources for holdings and tax lots

§  Created UAT test plan to test automated SEI custom trading solution

Understanding the Securities Industry, Business Systems Analysis in the Securities Industry,
Software Testing in the Securities Industry, Olmstead Associates, Boston, MA

Diploma, Financial Planning, Boston University, Boston, MA

BS, Business Administration, with Honors, University of Massachusetts, Lowell