Mark Gorman
Mayobridge,Newry Mourne and Down
Summary
Finance professional with 2+ years of experience across corporate finance, data quality management, regulatory reporting, financial crime and banking operations. Proven success in financial analysis, regulatory remediation, and process improvement within cross-functional international teams. Skilled in leveraging ERP systems, automation, and advanced analytics to drive efficiency, compliance, and reporting accuracy.
Overview
3
3
years of professional experience
11
11
years of post-secondary education
1
1
Certification
Work history
Financial consultant
First Derivative An EPAM Company
Newry, Down
05.2023 - Current
- Level 2 Consultant
- Completed Capital Market Training Programme to enhance financial expertise.
- Collaborated with diverse clients on multiple projects, internally and externally, tailored solutions.
- Conducted 1-to-1 training for new hires to facilitate onboarding and skill development.
- Partnered with First Derivative Learning & Development team to promote continuous learning.
Business Analyst - Asset Services
Bank of America Merrill Lynch (BAML)
01.2025 - 07.2025
- Returned to the Asset Services DG MODs team (as mentioned below) for the 2025 cycle upon request.
Business Analyst - Regulatory Reporting
Bank of America
08.2024 - 12.2024
- Managed data presentation related to client errors, prioritising high-priority clients.
- Collaborated with senior stakeholders to implement strategic fixes for UK and EU EMIR compliance.
- Tracked errors for EMIR reporting, employing advanced Excel skills for precise data analysis.
- Ensured timely and accurate reporting by leveraging internal Bank of America software.
- Reduced error volume, enabling clients to address complex regulatory challenges.
- Handled client queries and managed daily reporting to resolve urgent issues efficiently.
- Worked independently and collaboratively to maintain high operational standards within Regulatory Reporting team.
Business Analyst - Asset Services
Bank of America Merrill Lynch (BAML)
01.2024 - 07.2024
- The role involved being a member of the DG MODS groups team within the BAML asset servicing, team. Responsibilities included:
- Matching and settling payable and receivable claims on a variety of stocks through claims manager, usually done in Bulk per currency.
- Identifying discrepancies between non-matching/missing claims and making necessary amendments. This could include rectifying the problem first hand or communicating with other teams to resolve the issue.
- Making bulk payments from settled claims on several different currency (e.g. AUD, CAD, EUR, CHF etc) through J-CASH
- Stakeholder managements with various agents in BAML highlighting any issues faced with them through clear written communication. Holding communication with agents of BAML, highlighting to them any issues faced, information needed to be passed back and forth as well as updates on any relevant payments to be made or received.
- Recognising certain claims that are not settled correctly from Claim manager and in-turn having these claims settled correctly from Astrid. Important to note whether this is a once off or recurring event.
- Investigating break issues and working tactically to clear down break numbers. The break issues were complex and required considerable problem-solving skills. Reporting issues upstream to senior management and proposing solutions to fix breaks at source.
- Working on strategically matching break issues in GRS. Large volume of breaks everyday from settled claims and payments to be reconciled and sent to matching teams. Certain peak days could include 300+ breaks in GRS.
- Making amendments to breaks that have flown down into GRS incorrectly (e.g. incorrect Dept Code, CM reason code, Balance Pool etc).
- Responsible for the high value breaks and claims items, attending two update calls a week with senior management to communicate any issues, questions or possible solutions to aged/unsolved items.
- Providing metrics weekly metrics to show practical evidence of reducing the breaks with a standardised format
KX Insights & Surveillance, Business Analyst
Bank of America
07.2023 - 09.2023
- A PoC for Bank of America in the form of Front Office Real time monitoring. Looking to flesh alert logic into something the Devs can work with in the form of quick technical specs, along with some functional and design specs.
- From the point of view of this PoC, the BAs were involved in creating documentation to cover the success criteria of the PoC, this varied from:
- Taking logic such as Fill validation (BBO / mid): order fills x% away from current mid/BBO spread and fleshing it out into a technical spec.
- Documenting a choreographed a model change/design to this query: Is there any tooling/designer to assist in the creation/design/modification etc. of existing alerts
- Reviewing how circuit breakers are identified
- Documenting the data and mapping it to the HDB.
- Identifying correlated instruments/markets and designing an alert that is triggered off real-time moves in those correlations.
- Documenting how to look at the order book dynamics at the point in time when an order/group of orders caused an alert (discussing what is needed visually).
- Creation of alerts based off broader based mkt data.
- Creation of time-based window alerts
Education
BSc (Hons) - Sociology & Social Policy
Queen’s University
Belfast 09.2018 - 07.2022
A-Levels - Biology - B, Maths - C, Sociology - B
St Colman's College
Newry, Newry Mourne and Down 09.2010 - 06.2017
GCSEs - 10 GCSEs including Maths & English
St Colman's College
Newry, Newry Mourne and DownSkills
- Financial analysis and reporting
- Risk management and compliance
- Regulatory remediation and data quality
- ERP systems: Calypso, Claims Manager, J-Cash, Oracle, Power BI
- Advanced Excel: VBA, Power Query, Pivot Tables
- Process optimization and stakeholder engagement
- Project management and PMO reporting
Certification
- Full UK Driving license
- Capital Markets Training Programme — FD Technologies
- Advanced Excel for Financial Modelling
- Power BI Dashboard Design & Automation
- The Chartered Institute for Securities & Investment (CISI) – Award & Certificate in 'Combating Financial Crime' & 'UK Financial Regulations'
Languages
English (Fluent)
Affiliations
- Current Affairs
- Music
- Gym
- Walking
- Sports - Football, Swimming, Basketball
- Charity work - PIPs Mental Health Support
References
Anurag Mathur - Vice President - Asset Services Support P&I - BA Continuum India Private Limited - email: amathur5@bofa.com - https://www.linkedin.com/in/anurag-mathur-2a9147b5/
Anand Kumar - Assistant Vice President - Asset Services Support P&I - BA Continuum India Private Limited - email: akumar@bofa.com - https://www.linkedin.com/in/anand-kumar-6186a120/
John Hennessy - Managing Director, European Corporates & Country Manager (Brussels) - Bank of America 1977-1977 (Dublin, London, Brussels, New York) - mobile: +1 (914) 309-4270 - https://www.linkedin.com/in/john-hennessy-b215965/
Brendan Brophy - Senior Consultant & Team Leader - First Derivative an EPAM Company - email: brendan_brophy@firstderivative.com - https://www.linkedin.com/in/brendan-brophy-8994a120a/
Timeline
Business Analyst - Asset Services
Bank of America Merrill Lynch (BAML)
01.2025 - 07.2025
Business Analyst - Regulatory Reporting
Bank of America
08.2024 - 12.2024
Business Analyst - Asset Services
Bank of America Merrill Lynch (BAML)
01.2024 - 07.2024
KX Insights & Surveillance, Business Analyst
Bank of America
07.2023 - 09.2023
Financial consultant
First Derivative An EPAM Company
05.2023 - Current
BSc (Hons) - Sociology & Social Policy
Queen’s University
09.2018 - 07.2022
A-Levels - Biology - B, Maths - C, Sociology - B
St Colman's College
09.2010 - 06.2017
GCSEs - 10 GCSEs including Maths & English
St Colman's College