Project Manager, Senior Business Analyst, QAManager

Astute, insightful and analytical senior project management specialist with a 20+ year exemplary track record of accomplishments and extensive experience spearheading implementation, data management, process management and other projects in the financial services industry. Highly skilled process manager with extensive experience executing targeted business analysis, performing thorough project planning and guiding projects through all stages of the development life cycle with results-driven execution. Comprehensive and progressive knowledge of logistical policies, procedures, processes and techniques required to define objectives, conduct data research, analyze findings and provide recommended solutions for a targeted process or event. Adept in technical, analytical and statistical abilities and applying analytical methodologies and techniques towards resource management and work process issues. Resourceful team leader with the skill to leverage exceptional cross-functional behavior competencies with the capacity to multitask in a fast-paced environment, manage competing priorities with ease while achieving organizational and customer objectives. Exceptional communication skills with the ability to work with diverse groups while inspiring confidence at all levels.

CORE COMPETENCIES

Areas of Management / Operational Expertise: Project Management ,Program Management ,Process Management ,Project Planning ,Business Analysis ,Data Warehouse ,CMMI Methodology ,Full SDLC Management ,Quality Assurance ,Operations Management ,Testing ,Training ,Financial Reporting ,Q& A Sessions ,Requirements Gathering ,EDGAR Filings

Technical Skills: Clipper, Advatage Database, Microsoft Project, Microsoft Access, PlanView, Microsoft Visio, Microsoft Office, Crystal Reporting, Business Objects, HTML, Documentum, ColdFusion, Microsoft SQL Server, Sybase, Mercury LoadRunner, Sharepoint, Saleforce.com

PROFESSIONAL EXPERIENCE

Confidential, Malverne, New York ,January 2008–October 2009
EDGAR filing service.

Project Manager/Senior Business Analyst/QA Manager
Worked with both the President of the company and programming staff to produce Business Requirements, Functional Requirments and User Acceptance Tests. Also communicate with clients for a web based system.

• Instrumental in developing an internet based system, where employees of customers could fill in information, and file their Section 16 information to the SEC. SDLC methodology used was Waterfall.
• Worked on data mining, tracking and analyzing statistical data on Saleforce.com databases and trained personnel on Salesforce.com.
• Worked on test scripts for the above projects. Both manual scripts and automated scripts.
• Perform EDGAR filings, execute conversions and upload files to the SEC for publicly held companies.
• Foster ongoing, positive relationships with existing client base while providing the direction necessary to build new client base.
• Created invoices to send to clients and managed the billing department of the company.

Confidential,Columbus, Ohio ,September 2007-December 2007 
Leading insurance company.

Lead Business Analyst (Consultant)
Developed business requirements documentation for a project to condense 4 billing systems from companies acquired by the client into 1 unified billing system for use by all companies.

• Played an instrumental role in enhancing billing operations. Methodology used was Waterfall.
• Wrote a web application in Sharepoint to keep all Managers and Stakeholders updated on the latest project information, including an archive of all weekly reports. Used an Agile SDLC.

Confidential,New York, New York ,October 1997–April 2007
Financial conglomerate with operations in consumer, corporate, and investment banking and insurance.

Project Manager–PlanView Implementation (2006–2007)
Created and maintained detailed project plans for all initiatives. Developed scripts for the quality assurance team to use, coordinated user acceptance testing with the corporate training group and support desk, and directed Q& A sessions after implementations to ensure continual operations, clarify new processes for 
employees, and resolve all operating issues. Produced custom financial reports for the accounting department using Crystal Reports and Business Objects, as part of the PMO.

• Spearheaded the implementation of a program/project management software package throughout Smith Barney and led a deployment of PlanView across Citigroup.
• Wrote an intranet application in Sharepoint to keep all Managers and Stakeholders updated on the latest project information, including an archive of all weekly reports
• Developed both manual and automated test scripts for the Planview Implmentation project and met with testers daily to iron out any risks or problems that were found. Made sure that the problems got documented and resolved.
• Wrote a number of different reports using Business Objects and Crystal Reports reading both MS SQL Sever and Sybase, to present on a monthly basis to upper management.
• Documented the application using Documentum 6,5.

Software Quality Process Manager (2004–2006)
Played a significant role on a task force of developers, project managers, and software process quality staff tasked to build a company-wide, central team of software process quality managers to define, document, and implement processes across the company.Utilized CMMI framework to manage project and ensure achievement of all goals and benchmarks.

• Served as the primary business analyst for a project that migrated and rewrote each piece of a stockplan services system into an existing Java based website to facilitate an acquisition by Smith Barney.
• Collaborated with the quality assurance team to regression test the system before it was tested by users.

Project Manager/Senior Business Analyst/QA Manager (1997–2004)

• Developed a Financial Reporting systems - designing Financial Performance Reporting Systems, Portfolio reporting Systems and Investment Reporting systems with Business Objects reading Sybase and MS SQL Sever databases.
• Created a comprehensive data warehouse to unite data located on disparate directories and drives throughout the system.Documented the field requirements, interviewed business managers for the business and field requirements. Normalized data to most efficiently use data warehouse space. Responsible for all phases of the software development life cycle, using Waterfall SDLC, written in Java.
• Decreased expenses $25K annually by implementing a system to convert and import client data into internal databases; delivered project on time and within budget.
• ncreased security and reduced costs by consolidating and restructuring low-risk hosting and development work to be done off-site.
• Built and managed several web applications that delivered information directly and quickly to clients, eliminating the need for customer service representatives to disseminate information.
• Worked on analyzing statistical data on Saleforce.com databases and trained personnel on Salesforce.com.
• Reduced data entry time and maximized efficiency by engineering a process to import stock prices into a system twice a day, with a sophisticated retry mechanism and real-time error reporting and escalation system.
• Built a QA Team to be involved in automated QA testing, development of manual UAT scripts, facilitate daily UAT meetings and track issues until fixed.

Confidential, New York ,September 1987–October 1997
Programmer/Analyst

• Met Life Insurance Co – Worked on a network version of the software using Clipper.
• IECA – Independent Election Corporation – Wrote an application in Clipper that would take proxy election voting over the phone, before the internet was introduced.
• Chemical Bank/Chase Bank – Developed and maintained a Loan Origination system using Clipper and Advatage Database.

EDUCATION

Bachelor of Arts Degree 
Certifications: PMP (expected January 2010), CBAP (expected August 2010)
Professional Memberships: PMI, IIBA