Summary
Overview
Work History
Education
Skills
Timeline
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Alex Lemberg

Alex Lemberg

Rome

Summary

Dynamic professional with over 15 years of experience in driving enterprise data strategies, advanced analytics, and business transformation across finance, healthcare, and technology sectors. Proven expertise in Business Intelligence (BI), Business Analysis (BA), and Agile project leadership, consistently delivering measurable impacts in cost savings, productivity enhancements, and revenue growth. A results-oriented approach fosters collaboration and innovation, ensuring alignment with organizational goals while leveraging data-driven insights to inform strategic decision-making. Committed to continuous improvement and excellence in all aspects of project execution.

Overview

23
23
years of professional experience

Work History

Lead Business Analyst (Consultant)

BeMotion
01.2022 - Current
  • Built and deployed 35+ enterprise dashboards across business units, reducing reporting time by 70%.
  • Responsible for producing BRDs, FRD, and User Stories.
  • Leveraged Microsoft Fabric + Power BI to unify data pipelines, enabling predictive analytics for logistics and revenue cycle management.
  • Designed automated quotation auditing and ordering workflows, delivering 15% cost savings and scalable operations.
  • Drove data integrity and governance by integrating financial and operational data from multiple business systems.
  • Interacted with internal customers to understand business needs and translate into requirements and project scope.
  • Created data models to support decision-making processes.

Lead Business Analyst

FinBridge Corp
01.2017 - 01.2022
  • Established Qlik Sense as the global reporting platform, increasing decision-making speed across 15 subsidiaries.
  • Responsible for producing BRDs, FRD, and User Stories.
  • Built a centralized data warehouse using Microsoft Fabric, improving treasury and trading analytics; 30% faster price discovery for Treasury operations.
  • Implemented ERP (Deltek Costpoint) across portfolio companies, unlocking unified reporting and investor transparency.
  • Digitized workflows with DocuSign adoption, cutting approval cycle time from weeks to 48 hours.
  • Founded a Center of Excellence to drive BI adoption, boosting business user engagement by 40%.

Program Manager / Lead Business Analyst (Reporting & BI Lead)

Citco Fund Services
01.2014 - 01.2017
  • Developed Treasury risk dashboards tracking exposure and P&L; improving compliance monitoring.
  • Oversaw vendor selection & rollout of Qlik Sense/NPrinting, cutting reporting costs by 25%.
  • Drove $80B+ in new fund servicing assets by leveraging BI to enhance client reporting and cross-sell opportunities.
  • Generated hundreds of dashboards across lines of business, improving client transparency and operational efficiency.

Lead Business Analyst / Program Manager

Barclays, Credit Suisse, RBC, Och-Ziff, Bank of America, Morgan Stanley, Merrill Lynch
01.2003 - 01.2014
  • Delivered enterprise BI, trading systems, and regulatory reporting solutions across global investment banks and hedge funds.
  • Led multi-million-dollar transformation projects, ensuring compliance with Basel II/III and industry regulations.
  • Details Available on Request

Education

M.D. - Economics & Management

Kyiv Institute of Economics And Finance
Kyiv
05.1993

Skills

  • Business Analysis & Requirements Gathering
  • Data Visualization (Power BI, Tableau, Qlik)
  • Microsoft Fabric, Data Warehousing & ETL
  • Predictive Analytics & KPI Dashboards
  • Agile / Scrum Project Management
  • ERP (Deltek Costpoint) & Workflow Automation
  • UI/UX Requirements & Wireframing
  • FIX & Trading Systems Integration
  • Business Analysis Tools: BRDs, FRDs, User Stories, Process Flows, UAT, Requirements Traceability
  • Data & BI Platforms: Power BI, Tableau, Qlik Sense/View, Qlik NPrinting, OBIEE
  • Data Engineering: Microsoft Fabric (OneLake, Pipelines), SQL, ETL Processes, Data Warehousing
  • ERP & Finance Systems: Deltek Costpoint, Bloomberg, Reuters, Advent Geneva, SWIFT, FedWire
  • Project Management: Agile, Scrum, SDLC, RFPs, Vendor Management
  • Process mapping
  • Enterprise resource planning
  • Business case development

Timeline

Lead Business Analyst (Consultant)

BeMotion
01.2022 - Current

Lead Business Analyst

FinBridge Corp
01.2017 - 01.2022

Program Manager / Lead Business Analyst (Reporting & BI Lead)

Citco Fund Services
01.2014 - 01.2017

Lead Business Analyst / Program Manager

Barclays, Credit Suisse, RBC, Och-Ziff, Bank of America, Morgan Stanley, Merrill Lynch
01.2003 - 01.2014

M.D. - Economics & Management

Kyiv Institute of Economics And Finance

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Alex Lemberg