Scott Carey

Director at BNY Mellon

Role
Director - Middle Office Client Implementations and Testing Manager at BNY
Location
Orlando, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Director - Middle Office Client Implementations and Testing Manager

    BNY

    Jun 2017 — Present · Boston, MA, US

    Implementing global clients to BNY Mellon’s Middle Office platform through performing on site due diligence to identify / document gaps between client requirements and standard offering. • Work with technology and operations teams to define client specific builds or reporting requirements. • Work with clients to create and agree on client test planning timelines and strategy documents for overall joint implementation plan.• Review internal UAT test plan, scripts, defects, and expected results. • Implemented a client data validation to ensure data mapping is correct by exchanging day over day client data via a mini parallel / model office. • Manage client joint testing (JUAT), create test strategy documents with entrance and exit criteria, toll gates, defect management, test scripts, and metrics. • Work with technology to remediate open defects and plan retest verification. •Convert client accounts onto BNY Mellon’s Middle Office Platform for production parallel and go live decision.

Education

  • University of Maine

    Business Management / Accounting

    1989 — 1991

  • Franklin Pierce University

    Bachelor of Arts, Criminal Justice / Business Management

    1996 — 1998

  • Franklin Pierce University

    Associate of Arts, Business Management / Accounting

    1996 — 1997

Skills

  • Accounting
  • Vendor Management
  • Middle Office
  • Bonds
  • Fund Administration
  • Financial Services
  • Reconciliation
  • Portfolio Management
  • Investments
  • Securities
  • Mutual Funds
  • Fund Accounting
  • Equities
  • Account Reconciliation
  • Trading
  • Fixed Income

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Scott Carey — Director - Middle Office Client Implementations and Testing Manager at BNY in Orlando, FL, US | Unifers