Gilberto Ruiz
Yorkville,IL
Overview
10
10
years of professional experience
Work History
Senior Business Analyst
ADM Investor Services
Chicago, IL
07.2024 - Current
- Achieved compliance with internal and external audit standards by developing and maintaining SOX-compliant Key Financial Controls (KFC), ensuring adherence to ADM Corporate, Ernst & Young, CFTC, ICE, and CME requirements
- Streamlined Accounting and Finance operations by collaborating with Accounting and Treasury teams to evaluate processes and recommend solutions for the successful implementation of D365 General Ledger software
- Enhanced financial control processes by partnering with internal and external auditors, Controller, and CFO to review and resolve control issues, ensuring robust compliance with regulatory standards
- Improved process transparency by creating detailed Visio workflows to document SOX and financial control procedures, facilitating better understanding and adherence across teams
Senior Business Analyst
Hightower Advisors
Chicago, IL
08.2023 - 03.2024
- Drove CRM platform adoption by leading the implementation of a proprietary Salesforce-based solution for internal Mergers and Acquisitions teams, improving task and project management efficiency
- Optimized workflow processes by designing current and future state process flows using Lucidchart, ensuring seamless transitions and alignment with end-user needs
- Enhanced operational efficiency by analyzing existing workflow libraries, identifying patterns, and integrating optimized workflows into the firm-wide library
- Delivered measurable results by providing monthly progress reports to leadership, showcasing the success of the Firm Adoption and Integration initiative
Senior Business Analyst
Deloitte Consulting LLC
Remote
12.2022 - 05.2023
- Led the Fixed Income Security Master workstream, delivering a comprehensive Solution Design Document for the Alpha Data Platform implementation, aligning solutions with client needs
- Improved data accuracy and system integration by performing attribute-level data mapping and gap analysis of legacy security master data against State Street's Alpha Data Platform
- Resolved critical data gaps by collaborating with internal and client teams to develop effective solutions, ensuring seamless data migration and system functionality
- Ensured data integrity by leveraging SQL to validate mandatory fields and processes across systems, reducing errors and improving data reliability
Senior Business Analyst
William Blair & Co
Remote
08.2021 - 11.2022
- Transformed client onboarding processes by leading the implementation of a digital and automated solution, reducing paperwork and improving efficiency through the Ipipeline product
- Enhanced product quality by formulating and executing UAT testing strategies, including test case development, resulting in higher user satisfaction
- Improved cross-team collaboration by facilitating integrated solution designs, identifying inefficiencies, and implementing process improvements that enhanced client service delivery
Product Manager
Publicis Sapient
Remote
02.2020 - 08.2021
- Client: UPS Healthcare
- Successfully launched the UPS Healthcare website by leading an Agile team and coordinating cross-functional efforts across development, design, marketing, and copywriting teams
- Streamlined content management by guiding the transition of MVP pages from HTML to CMS, improving site scalability and maintenance
- Delivered on roadmap goals by managing PI planning, creating user stories in JIRA, and ensuring alignment with UPS Healthcare's strategic vision
Senior Business Analyst
Wells Fargo Asset Management
Remote
02.2018 - 12.2019
- Led the Equity Compliance workstream during the Charles River Version 18R1 implementation, gathering compliance requirements and building rules in CRIMS to ensure regulatory adherence
- Enhanced user experience by configuring functional user roles, Central Workbench, and Workflow Monitors in CRIMS, improving system usability for Wealth Management teams
- Improved process efficiency by collaborating with Wealth Management partners to create workflows and design documents, reducing manual effort and errors
Senior Business Analyst
Bank of America
Chicago, IL
09.2017 - 12.2017
- Improved data accuracy for 30,000+ client accounts by leading a Data Maintenance project, enabling business segments to gain better insights into client data
- Streamlined data management processes by assisting in the automation of front-to-back processes, reducing manual effort and improving operational efficiency
- Ensured project success by maintaining milestones, coordinating UAT testing, and delivering actionable insights to stakeholders
Senior Business Analyst
BP Americas
Chicago, IL
06.2017 - 09.2017
- Enhanced crude oil delivery management by developing IT solutions for an Operational Workbench, enabling the business to migrate to an automated process
- Improved system functionality by eliciting requirements from Oil Operations business partners and leading Agile Scrum teams to deliver efficient solutions
- Drove project success by managing stakeholder relationships across a global business community, ensuring alignment with business goals
Product Manager
Aon Hewitt
Chicago, IL
10.2016 - 04.2017
- Delivered a Benefits Administration Onboarding workbench by leading Agile Scrum teams, introducing new enhancements, and driving product innovation
- Improved process documentation by facilitating requirement sessions with stakeholders, translating business needs into actionable requirements
- Ensured high-quality deliverables by leading User Acceptance Testing (UAT) during releases and overseeing defect management
Business Analyst
Hexaware Technologies Inc.
Chicago, IL
08.2015 - 08.2016
- Successfully implemented Charles River Anywhere for Northern Trust Wealth Management, defining and developing compliance rules for equities, fixed income, and derivatives
- Improved investment guideline monitoring by validating data sources and ensuring compliance workflows and custom notifications functioned effectively
- Enhanced system integrity by conducting UAT testing, ensuring the accuracy and reliability of compliance workflows
Timeline
Senior Business Analyst
ADM Investor Services
07.2024 - Current
Senior Business Analyst
Hightower Advisors
08.2023 - 03.2024
Senior Business Analyst
Deloitte Consulting LLC
12.2022 - 05.2023
Senior Business Analyst
William Blair & Co
08.2021 - 11.2022
Product Manager
Publicis Sapient
02.2020 - 08.2021
Senior Business Analyst
Wells Fargo Asset Management
02.2018 - 12.2019
Senior Business Analyst
Bank of America
09.2017 - 12.2017
Senior Business Analyst
BP Americas
06.2017 - 09.2017
Product Manager
Aon Hewitt
10.2016 - 04.2017
Business Analyst
Hexaware Technologies Inc.
08.2015 - 08.2016
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