Consulting

Joel Greenwood (B.Math)

Contact Info: (416) 417 8351 or joel@massiverainfall.ca

SKILL SUMMARY
  • Senior Business Consultant with 12 years of experience specializing in Capital Markets (Equities/Derivatives, Settlement , FX, Regulatory Compliance, Custody, US Tax Withholding, Corporate Actions, Security Lending)
  • Follows an Agile or Waterfall methodology to elicit business requirements & software specifications to describe user behavior and correct functionality
  • Uses Business Process Models, Use Cases, Class Diagrams & Domain Driven Design to lead JAD sessions to ensure all understand the challenge and its proposed solution

EDUCATION

  • CSI: Canadian Securities Course and Derivatives Fundamentals Course
  • University of Waterloo: Bachelor of Mathematics – Graduated with electives in Computer Science, Statistical Analysis and Peace & Conflict Studies
  • IIBA: Candidate for Certification of Competency in Business Analysis
  • Currently taking Algorithmic Trading In Forex for MetaTrader4 (HFT trading)

TOOLS AND KNOWLEDGE:

Agile/Waterfall methodologies, Rational Unified Process (RUP),HP-ALM/HPQC, JIRA, SQL queries, Broadridge/ADP, FIX protocol, SalesForce, SSRS, SWIFT protocol, Algorithmic trading (FX, Weather futures), FATCA, CDIC, OSFI,MS-Visio, RequisitePro, Mindmapping, SharePoint, UFT automated testing, Word, Excel, PowerPoint

WORK EXPERIENCE

CGI (with Scotiabank as client): November 2015 – Present

Senior Consultant (Counterparty/Facility Credit Risk)

  • Managed Counterparty/Facility data requirements as part of a $95M project for Market Risk Management system to assess CVA and Max Potential Future Exposures for various FX/IRS/Commodity facilities as part of OSFI Capital Adequacy Reporting
  • Integrated two Risk Management systems with RiskOrigins to pass Derivative counterparty and facility information to assess risk and impact on capital holding
  • Created state Diagrams, Business Process Maps, Use Cases and Class Diagrams in MS-Visio & FreeMind to describe Risk Origins data models and business flows
  • Helped migrate derivative facilities from Wall St/Object Charlie to Algo Credit
  • Raised Change Requests to cover off gaps of vendor supplied solution to capture the user processes for credit approval and validation
  • Managed UAT and E2E day-over-day integration tests and prioritized defects in HP-ALM/HPQC

BMO Capital Markets: May 2014 – October 2015

Senior Business Consultant (Equity Product Development)

  • Elicited detailed user processes and documented those requirements for a Salesforce/Sales & Trade Reporting solution using Use Cases, Business Process Maps and Data Flow/Class Diagrams (in MS-Visio) for the Compliance/Trade Supervision
  • Specified and tested a system to integrate a FIX based Trading System with ADP to completely eliminate manual ticketing of Options trades to reduce Errors & Omissions
  • Tracked small enhancements in JIRA and maintained defects in HPQC to fully regression test the ORC and Fidessa Order Management System
  • Developed & Executed Test Cases/Test Sets to help uncover defects in external vendor code between Fidessa (OMS), TSX/M-X and Raptor (FIX Messaging)
  • Elicited requirements to develop a customized reporting tool for Trade Management & Compliance projects (M-X Options)
  • Developed extensive Business Process Maps and System Diagrams to describe full end-end functionality for Equity Products for the US Regulatory bodies
  • UAT testing with routing orders to Electronic Trading platforms (algorithmic trading)

Massive Rainfall Inc: July 2013 – Present

President & CEO

  • Designed, Coded & Tested a Derivatives Order Matching Exchange to trade weather derivatives (Rain, Wind, Temperature) at www.massiverainfall.ca (PHP, MySQL)
  • Created a Security Master of weather derivatives with automatic updates from Weather Underground to auto-generate securities each week (PHP, XML, JSON) and a corresponding pricing system to determine the price of those securities after Expiry
  • Developed a simple Asset holding/Custody system for the cash credits/debits and weather securities in users’ cash accounts

RBC Investor & Treasury Services: April 2013 – May 2014

Senior Business Analyst (Initiative Management Office)

  • Elicited & Supported Pillars 1 & 2 & 3 of the FATCA Regulatory project for four Custody back-office systems that required reporting and tax withholding functionality
  • Coordinated with vendors, in-house development and Testing Services to ensure solutions met the required needs of the business
  • Managed requirements to provide a full scale French reporting solution for a new strategic client requiring input from a cross section of eight separate business units
  • Managed quality assurance for the CDIC deliverables across RBC I&TS to demonstrate compliance with the regulatory body’s reporting needs

RBC Investor & Treasury Services: June 2012 – April 2013:

Lead Business Analyst (Web Integration Program)

  • Elicited, documented and UAT tested web requirements for an $18+ million dollar project to reface the existing web front-end for strategic/core clients
  • Liaised with external vendors (IBM, Syntel and TCS) to deliver an integrated Web to Back-Office solution and the migration of clients to the new functionality
  • Mentored a team of business analysts to work towards their IIBA certification
  • Integrated SWIFT transactions for FX, Equities, Derivatives with enterprise back-office system