JULIE WARSZAWSKI
Pittsburgh,PA
Summary
Resourceful Specialist offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.
Overview
31
31
years of professional experience
Work History
Lead Business Specialist
Federated Hermes
08.2008 - Current
- Solve business problems by performing business analysis, preparing requirements specifications, and testing for relevant business process modifications, applications, and/or reporting enhancements.
- Initiate and perform analysis of trading functions and systems, including those involving proprietary Order Management Systems and surrounding ecosystem.
- Work closely and collaboratively with the business unit to define business requirements and provide consultative support as needed regarding applications and business processes.
- Ability to drive meetings with technical or business audiences and present ideas to project teams.
- Evaluate business needs, in collaboration with the team, and recommend potential solutions, including integration and interfacing with existing systems or third-party vendors.
- Initiate and coordinate communication with technology and business staff and management as required to facilitate the most effective and efficient solution to a problem.
- Work with technical and development staff to conduct unit, system, and user acceptance testing. This includes developing and publishing test specifications, preparing test data, and creating user acceptance testing documents.
- Determine and prepare estimates for completion of assigned tasks.
- Prepare business and functional requirement documents and all other required documentation as outlined in Federated Hermes Software Development Lifecycle Process.
- Provide customer support with the highest level of commitment and effectiveness.
- Provide hands-on support and training, as needed, to business users.
- Mentor other business analysts and provide guidance to the team.
Assistant Collections Manager
J.J. Gumberg Co.
04.1993 - 03.2024
Data Management Services Analyst
Access Data Corporation
05.2008 - 08.2008
- Perform daily stewardship
- Maintain integrity of client data stored in SalesVision
- Format monthly SuperMarket files and load into SalesVision
- Interact with clients to ensure client satisfaction and promote product excellence
- Assist with business development efforts and client implementation initiatives.
Investment Management Operations Supervisor
Federated Hermes
01.1999 - 05.2008
- Responsible for coordinating large, complex and sensitive projects with limited direction
- Review, develop and implement new procedures resulting from reengineering, new initiatives, increased quality control, or as mandated by corporate policy
- Research and resolve complex issues related to position reconciliation, corporate actions issues, and application of compliance rules
- Assist in coordination of staff schedules including hours of operations, vacations and time away from work
- Actively participate in the entire performance appraisal process including authoring and /or administering of performance appraisals.
Senior Fund Associate, Client Financial Services
Federated Hermes
06.1996 - 01.1999
- Provide portfolio, pricing, and regulatory support services including: reconciling & preparing marketing literature for company specific software
- Reconciling amortized cost and market value of funds to determine reasonability within an acceptable range
- Training and supervision of group members.
Education
Associate Degree in Accounting -
Sawyer School
01.1993
Skills
- Advanced Communication
- Analytical Thinking
- Data Analysis
- Quality Assurance
- Expert Problem Solving
- Microsoft Office: Word, Excel, Access, Teams and Outlook
- FedPortSNet - Portfolio Trading System
- FedCMSNet - Portfolio Trading System
- Charles River Investment Management System
- Bloomberg
- Exposure to SQL, Internet and Intranet Websites
References
Excellent references available upon request
Timeline
Lead Business Specialist
Federated Hermes
08.2008 - Current
Data Management Services Analyst
Access Data Corporation
05.2008 - 08.2008
Investment Management Operations Supervisor
Federated Hermes
01.1999 - 05.2008
Senior Fund Associate, Client Financial Services
Federated Hermes
06.1996 - 01.1999
Assistant Collections Manager
J.J. Gumberg Co.
04.1993 - 03.2024
Associate Degree in Accounting -
Sawyer School
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