RICHARD TURNER

914.216.3519 | richard.turner.ii@gmail.com

TECHNICAL SKILLS:
 Project Skills:
 System Integration Testing (UAT & SIT), Data Quality testing, Data sourcing, Data mapping, Data
Governance, Daily SCRUM, BRD, FRD, Defect Management and Reconciliation, Agile
Methodology, JIRA Development.

 Systems Utilized and Mastered:

 SQL Server Management Studio v17.1, Oracle Orahome 122c Client 64, Oracle Hyperion
Essbase Smart View, Oracle SQL Developer, Axiom SL (Controller View), SAP, People Soft,
ICI IMPACT and reporting tools, BPS, Quality Center, ALM, JIRA, SharePoint, Visual Basic,
TOAD, SQL Server, MS Access, Visio, Loan Net, Global, Power Point and Excel.

PROFESSIONAL EXPERIENCE:
Bank of America, New York, NY 10/21- Present
BA/ Program Manager
 Set up routines, establish meetings’ cadence(s), rhythms and enforce.
 Work closely with various partners across business, operations, and technology to receive their agreement and
approval.
 Create, execute, and monitor program level communication and management strategies.
 Produce project documentation and project plans to team standards, and within the current project lifecycle
standards, soliciting business sign off, governance, and action where appropriate.
 Provide support and oversight of implementation through project completion.
 Manage multiple project deadlines, budgets, margins, and contracted deliverables.
 Facilitate regular meetings to review current state of projects, issues, additional needs, and answer questions.
 Develop and implement consistent and standardized processes and methodologies.
 Drive the intellectual content on engagements, serving as the lead professional and driving the highest quality of
work.
 Engage in Release Management activities on a rotating basis – Agile with 2-week sprints.

Wells Fargo, New York, NY 04/19 to 5/21

Consultant- Business Analyst
 Developed compliance data services solutions for Equity Aggregation System.
 Collaborated closely with Enterprise Risk Equity Aggregation team to understand data requirement and
supported Enterprise Database Management group to troubleshoot problems and optimize performance.
 Utilized data quality analytics on various source systems and analyzed incoming data requests for Equity
Aggregation and determined appropriate target solutions.
 Partnered with Enterprise data teams such as Data Management to identify the best place to source data.
 Consulted within a hybrid environment where legacy ETL and Data Warehouse applications and new big-data
applications co-exist.
 Supported ongoing data management efforts for Development, QA and Production environments.

Bank of America, New Jersey, NJ 09/18 to 3/19

Consultant – Sr. Business Analyst Data Governance
 Defined the required data control attributes to implement the Data Control Framework with the application
development team implementing the control framework and supported the rollout of the said framework to
the various data domains.
 Provided data analysis of data control for the various domains within Risk and Finance Technology.
 Analyzed and defined the control attributes and interface definitions between DQC and the various bank-
developed data quality engine tools.
 RICHARD TURNER
914.216.3519 | richard.turner.ii@gmail.com
 Assisted in defining the data model to support the data control framework in DQC.
 Worked with the Data Domain team to review and ensure data lineage and key control points are accurately
captured and defined in the metadata tool.
 Participated in project planning routines, monitoring, and reporting of status for ongoing projects related to
data controls.

Wells Fargo, New York, NY 07/16 to 06/18

Consultant - Sr. Business Analyst Data Quality Center of Excellence - CoE
 Managed Business Rules and Controls work streams and designed workflow diagrams, while using cases and
templates.
 BCBS 239 Center of Excellence (DQ CoE) initiative.
 Developed BRD and FRD(s) and utilized Data Quality testing and defect management.
Consultant - Enterprise Financial Reporting Change Management
 Monitored recent activity undertaken for Wells Fargo Resolution and Recovery Planning (RRP).
 Utilized primary types of Legal Entity changes across RRP work streams included: Merger or Dissolution,
Distribution or Contribution, Asset Transfer, Service Level Agreement (SLA) Change, Funding Agreement
Change and FTE Movement.
 Tracked types of changes to the Impacted Legal Entities for (Q2) 2017 on a monthly spread sheet containing
(LE) Hierarchy roll up, Line of Business (LOB) and contact information.
 Analyzed and retrieved General Ledger balances and transaction details.
 Created procedures and process flows, organized and attend working group sessions for party data.
 Identified attributes, dimensions, and data sources according to BCBS 239 policy standards.
 Gathered metric and test case scenarios in UAT and Production utilizing Oracle SQL Developer.

BNPP, New York, NY 08/15 to 10/15

Consultant - Sr. Business Analyst / PM – RWA Basel 3 IT Market Risk
 Worked with development teams throughout Moody’s system implementation.
 Collaborated with businesses to analyze functional requirements and deliver the appropriate artifacts as needed.
 Acted as the first line of contact to interface with Global Risk Management business users.
 Evaluated information gathered from multiple sources, reconcile conflicts, decompose high-level information
into details, abstract up from low-level information to create a clear understanding, and distinguish user requests
from the underlying true needs.
 Conducted data analysis in support of applications and projects, including identifying and documenting business
rules, data needs and data specifications.
 Collaborated across application development and technology teams within IT to ensure that business
requirements are fully understood.
 Worked with the project manager, development manager, developers, business analysts, and quality assurance
teams to ensure that the project is delivered on time and within budget.
 Assisted in testing, configuration/release management, and deployment.

Deutsche Bank, New York, NY 08/13 to 07/15

Consultant - Sr. Business Analyst – Data Sourcing
 Documented and published in Power Designer the Current, Interim and Future state detailed end to end (ETE)
data flows for Listed Derivatives products across various lines of businesses i.e., Equities, Rates, and RMBS /
Credit.
 Identified all EUDA's (end user developed applications) for remediation and to automate manual processes.
 Assisted in the development of the solution pack, PID, BRD and FRD documents.
 Implemented new strategic accounting Sub ledger (ACS).
 Completed front to back mapping of Listed Derivative R&N source system balance, position and transaction
attributes to a data collection template (DBP) required for upload to the Financial Data Warehouse.
 RICHARD TURNER
914.216.3519 | richard.turner.ii@gmail.com
HSBC, New York, NY/ Jersey City, NJ 01/12 to 08/13
Consultant- SR. Business Analyst- Change Management Basel 2
 Partnered with the business and IT stakeholders to gather, document, analyze and communicate BASEL 2
business requirements for OTC Derivatives and Secured Finance products.
 Automated the FRY 8 Fed report by reverse engineering manual processes, UAT testing and deployment into
production.
 Updated BRD and FSD requirements documents for Basel 2 RWA calculations.
 Worked with development team to facilitate build effort (e.g., ensure build team understanding of the
specifications)

Deutsche Bank, New York, NY 01/08-02/11

Consultant- Product Control- Global Credit Trading
 Data Quality testing of P& L Reporting Tool that compares the sub system settlement feeds to the Front Office
Reporting system to the SAP General Ledger.
 Products included: Bonds, Swaps, CDS, Futures, Options, Equities, Repurchase Agreements and Loans.
 Interacted with ABS / CDO / RMBS / Distressed / Structured Products Business Area Controllers for onboarding
business to a new reconciliation platform in MS Access. Data cleansing, mapping and testing of data for the
monthly P&L reporting close.
 Reconciliation of P&L, Carry, Reserves, Fees, topside journal entries and Balance Sheet.
 Front Office to Back Office cash reconciliations on Principal / Coupon / Fees “breaks” utilizing ADP / ICI
Impact for High Yield / Hedge and the above-mentioned Trading Books.

Credit Suisse, New York, NY 07/05-01/08

Consultant- Basel 2 Regulatory Reporting- Data Quality Lead Analyst
 As part of the Basel 2 Balance Sheet Data Quality Team, performed the following: Reconciliation of Basel II
Capital Engine Balance Sheet data to Source System data from various data streams for Money Markets, OTC
Derivatives, Commercial Loans and Security Financing products.
 Reconciled trade details per PeopleSoft (Accounting) data against INSIGHT (Risk System) data and CART
(External Reporting) data.
 Reviewed failed trades against Business Rules for proper resolution by gathering supporting documents from
external sources.
 Logged defects in Mercury Quality Center noted in the reconciliation process and communicated with Data
Quality team and Regional Entity Controllers to resolve various errors.

ADDITIONAL EXPERIENCE:
Consultant - Sr. Business Analyst CCAR Regulatory Reporting, Morgan Stanley 04/16 - 06/16
Consultant - Sr. Business Analyst Internal Audit CCAR RWA, Citibank NA 01/16-03/16
Consultant - Business Analyst - Product Control, Jefferies & Co. 02/11- 02/11
Consultant - Regulatory Reporting, Deutsche Bank 06/02- 07/05
Consultant – Treasury Operations, Bank of New York 12/01- 03/02
Consultant – Securities Lending, HSBC 04/01- 02/01
Consultant – Prime Broker System Conversion, Lehman Brothers 02/01- 04/01
Consultant – DVP / RVP, ESI/BNY 10/00- 02/01

EDUCATION:
Lehman College, New York, NY