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Lesley Ochlis

Lesley Ochlis

Director/Senior Business Analyst

Kingland Systems Corp

Acton, Other

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Kingland Systems Corp

Director/Senior Business Analyst

 Provided industry and technical knowledge to solve complex business and processing issues.
 Documented detailed requirements and functional specifications for new enhancements and functionality for the FNS/Server suite of products.
 Developed functional and system design specifications for clients.
 Provided feedback and guidance to analysts, developers and quality assurance to ensure the software met business and functional requirements.
 Assisted in development of test plans and scripts; participated in various testing cycles.
 Ensured controlled costs by identifying items outside the scope of a project, participated in the development of estimated cost to complete the work and communicated with clients for approval of change requests.
 Provided one-on-one and classroom technology training for Kingland employees and clients on the FNS/Server suite of products.
 Reviewed and edited requirements, specifications, business processes and made recommendations related to proposed solutions.
 Led testing efforts and ensured that issues were tracked, reported on and resolved in a timely manner.

Career medium 04
Career
Career medium 03

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 Developed and implemented curriculum and special training agendas for on-site training programs.
 Wrote and updated securities clearing manuals to supplement new classes, products and services.
 Performed Correspondent Office Evaluations and provided written reports to Senior Management.

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Account Manager, Client Management, NFCS

 Maintained business relationships between NFCS and 15 institutional and retail broker/dealers.
 Provided marketing and sales support as well as operational and systems assistance.
 Created written business plans after a thorough on-site analysis of office structure and operating policy and procedures.

Career medium 01
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Career medium 05

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Manager, Institutional Client Services, NFIS

 Managed a staff providing trade execution services for institutional securities firms.
 Educated and updated clients on trading policies and procedures.
 Involved in development of front-end/back-end automation process for client’s trading operations.

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Manager, Brokerage Trading, FBS

 Managed a staff of 20 during a significant growth period for Fidelity Brokerage Services.
 Developed and implemented trading procedures to ensure accurate order processing and compliance with SEC, NASD and NYSE regulations.
 Worked on the development of the Sector Trading Network and trained employees.

Career medium 03
Career

Boston University

Boston University

BA, Psychology