SUMMARY:

• 16 years of professional experience in technology project management, business analysis and project coordination within PMO, professional services, financial services, and healthcare.
• Primary experience is within applications development, business process improvement, global technology implementations and/or conversions.
• Proficient in systems analysis and design, SDLC processes (Waterfall, AGILE, RUP), business and functional requirements documentation, user acceptance testing, business process flow documentation.

TECHNICAL SKILLS:

Project Management Tools: Microsoft Project, Project Tracking System, Rational Requisite Pro, HP PPM, SharePoint

Testing Tools: Mercury Quick Test Pro, Mercury Quality Center

Operating Systems: Windows, AIX

Other Software: Access, Word, Excel, PowerPoint, Lotus Notes, SDLC WS, Mystic, SAP, PeopleSoft, HTE Sungard

PROFESSIONAL EXPERIENCE:

Confidential, White Plains, NY

Managing Consultant Business Analyst

Responsibilities:

• Lead business requirements gathering sessions for application development, documented, and distributed business requirements for review, updates and/or approvals from stakeholders
• Gathered functional design specifications, collaborating with business, technology and operations, meeting with project stakeholders and subject matter experts to ensure design documentation was concrete and accurate
• Compiled and maintained regular RAID logs (risks, action items, issues, dependencies) for business requirements and functional requirements gathering sessions
• Provided production support, post project review, and user training upon application implementation
• Documented RFP’s (Request for Proposal) and created SOW’s (Statement of Works) for prospective projects
• Reviewed business requirement templates and Functional Specifications templates used by clients and advised on industry best practices

Consultant Project Manager / Business Analyst

Responsibilities:

• Defined and lead financial management for year - end reporting
• Gained an understanding of project team dynamics, translated cross-team dependencies into actionable plans, identified and secured resources required to execute the revised plan
• Tracked projects against approved budgets and reported on forecast variances, provided periodic progress reports on project status by creating a dashboard for project sponsors
• Ensured senior management remained informed on program status and created a plan for facilitating the mitigation of risks and resolution of escalated issues

Consultant Business Analyst

Responsibilities:

• Served as a liaison for the Finance Technology Change team between stakeholders within Finance Change, Business Unit Control, Treasury, Financial Reporting, Fixed Income Brokerage Operations, and Technology
• Documented business requirements and translate BRD’s into functional specifications for projects encompassing equities, fixed income derivatives, trade data consistency, position keeping, risk management, credit risk, and cash/collateral management
• Provided regular project status updates to project stakeholders and kept management informed on key issues and risks
• Defined new solutions and implementation processes and educated new and current team members on the direction of the business by gathering information on current state business processes and information flows, and future state processes and information flows
• Responsible for the delivery of the current state analysis and future state recommendation on the migration of the Control Room function from the Citizens Financial Group to the RBS Markets & International Banking Group
• Delivered Terms of Reference document, Vendor Application Assessments, Service Level Agreement (SLA) recommendations, and reviewed Statement of Work (SOW) estimates with third party vendors
• Managed requirements gathering workshops with Control Room stakeholders, solutions analysts, and third party vendors, documenting meeting minutes, next steps, risks, action items, issues and dependencies

Consultant Project Manager

Responsibilities:

• Provided data gathering expertise to deliver real time status reporting on Confidential ’s global initiative to migrate data centers from 418 sites globally to two sites within the United States
• Managed and kept track of migration activities using MS Project Plan and SharePoint to house and track documentation, migration events, issues, risks, dependencies, and approvals
• Worked with global vendor teams to interview and onboard short term specialty advisors for migration efforts overseas to streamline the migration process and put procedures in place for decommissioning data centers

Consultant Business Analyst

Responsibilities:

• Managed initiation phase within an enterprise-wide strategic Compliance Risk Management and Trade Surveillance program
• Offered technical recommendations on business requirement specifications for Equity trade data enrichment and trade data consolidation projects
• Worked with front, middle and back office to understand the current operating model, trade order flow from trade entry to settlement, pricing and real time market data capture, created supporting documents for project initiation and provided gap analysis
• Facilitated client / vendor communication, stakeholder management, task prioritization, resource planning, milestone tracking, impact analysis, and project planning
• Created weekly and monthly project status update decks for senior and executive management review, chaired daily and weekly meetings to review project progress, and discussed next steps, remediation or escalation plans as needed
• Established an evolving roadmap for a strategic end-state architecture based on input from technical architect and business teams within the program, and worked with functional managers to ensure delivery of projects from inception through implementation

Consultant Project Manager

Responsibilities:

• Project management lead for implementation of Contract Management Module and Supplier Risk Management Module as part of larger Strategic Sourcing Group Suite implementation
• Updated Policy requirements to meet Federal and OCC guidelines, and automated supplier notification process to secure Nonpublic Personal Information (NPI) on the supplier side, and ensured that proper KYC (Know Your Client) processes were in place
• Coordinated with project leads from Contract Management team and Procurement Risk Governance & Contract team on all activities related to implementation of module implementation activities
• Created project documentation as required, including but not limited to, data models, user guides, training decks, policy guides, process improvement flows, and procedural guides
• Coordinated activities and meetings with other groups who were part of the implementation effort; documented meeting minutes, project plan updates, resource allocation and tasks, and next steps

Consultant Business Analyst

Responsibilities:

• Managed large scale projects budgeted at over 100 million dollars and allocated work for off-shore teams in Mumbai, London and New York
• Documented business requirements, systems specifications, QA test plans, user acceptance test plans, project plans, and resource allocation plans, utilized JIRA as a tool for issues management
• Allocated resources as new projects were initiated and trained consultants on MSSB’s Target Operating Model for Morgan Stanley-Smith Barney Integration, and coordinated Quality Assurance between business and technology teams
• Project Manager and lead Business Analyst for the MSSB Integration and Conversion for the following projects: Cayman Lending, Risk Metrics, Real Time Margin, Trade Surveillance, Client Suitability, FINRA 2011, FA COMP
• PMO lead to Executive directors, responsible for maintaining HP PPM (Clarity) Project Plans, milestones, resource allocations and budget, direct report to managing director on vendor risk and risk management reporting
• Managed business sponsor goals and provided suggestions and technology alternatives to business to reduce technology cost and delivery effort for projects
• Coordinated and personally oversaw the data transfers from the Citi platform to the Morgan Stanley Smith Barney platform, assuring the processes put in place for conversion were successful
• Trained FA’s and PWA’s on the systems enhancements, authored new guidelines for FA COMP payout, outlining new procedures and policies

Consultant Project Manager

Responsibilities:

• Created and managed project management documents such as Project Plan, Issue and Risk Log, Project Charter, proactively managed risks and schedule to mitigate delays or dilution of project benefits, and budgeted projects through fiscal year end
• Documented, and presented project status, issues, and resolution plans to senior management in a timely, clear and concise manner
• Established and lead periodic and ad hoc project meetings with well-defined agendas, clear decisions, robust facilitation of discussions, and prompt meeting minutes
• Understood the expectations of project stakeholders and maintained ongoing communication with them to ensure awareness and engagement on their part, escalated issues in a timely manner when needed
• Ensured compliance with processes and policies for Citi’s IT prioritization process, funding request process, information security policies, compliance policies, vendor management policies

Consultant Business Analyst

Responsibilities:

• Authored SDLC documentation including but not limited to, business requirements, functional specifications, user acceptance test plans, project plans, and migrations plans and ensured application prototypes align with business requirements
• Authored comprehensive run-books, user manuals, disaster recovery plans, and release back out plans for in house and third party applications
• Coordinated systems migration from staging to production, and handed off release notes to production support team
• Collaborated with business teams to identify financial reporting needs and customized enhancements to fit daily, monthly, and yearly reporting needs

Sr. Consultant Technical Project Manager for Professional Services

Responsibilities:

• Main point of contact between analysts, consultants, developers, trainers, and clients; Clientele included Commonwealth of Pennsylvania, State of Alaska, Exxon Mobil, Bayer, City of Sunrise, FreemanCo., Purdue University, Gavilon Group, and Hertz
• Performed requirements gathering, process and scope identification and created requirements documents through facilitation with key project stakeholders and sponsors
• Developed process models, context diagrams, configuration requirements and use case scenarios, test plans and test scenarios
• Instructor to staff on TimelinkOne business requirements documents, TimeLink project methodology and structure
• Budgeted projects and managed tasks / resource allocation, and assisted with project status and reporting
• Expert in TimeLink HRIS configuration, systems implementation and integration with SAP and PeopleSoft and other customer hosted applications, conforming to client LDAP capabilities
• Lead for performing numerous activities in setting up setting up IVR and incorporating HR and Payroll with HTE Sungard
• Assured that business requirements adhere to TimeLinkOne project methodology, manage the project life cycle and author TimeLinkOne documentation and project plans
• Expanded and improved documentation including FAQs, knowledge base articles, and procedure manuals, client training guides
• Created user training materials, end user procedures and user guides
• Acted as liaison between the customer and Timelink during response for RFP’s (Request for Proposal) and created SOW’s for prospective client

Consultant Instructor of Project Management and Business Analysis

Responsibilities:

• Created SDLC, Business Analysis, and Project Management class material in order to meet vendor goals for training and development
• Trained IT staff on the Software Development Life Cycle, Business Analysis and Project Management, topics included: Requirements Gathering, Quality Assurance, Testing, Change Control, Client-Vendor Relationship Management, Requirements Risk Management, Communication, Project tracking and coordination
• Reviewed Business Requirement template and Functional Specifications template used by vendor and advise on industry best practices

Consultant (Business Analyst

Responsibilities:

• Trained Project Management Office (PMO) on current SDLC guidelines and ensured projects within e-commerce met CMMI policies and procedures, data quality manager for all e-Commerce projects
• Worked with business to identify customer needs, gain comprehensive understanding of business processes to create requirements specifications through facilitation with key project stakeholders
• Designed solutions for e-commerce and ensured application prototypes aligned with business requirements and user acceptance, executed functional test plans and facilitated user acceptance process
• Aided in the project management process for projects including scope identification, project planning, and project status reporting

Consultant Business Analyst

Responsibilities:

• Lead Business Analyst on Confidential ’s Smart Source Asset Management project
• Clearly articulated business requirements from the Credit Derivatives business perspective based on what needed to be accomplished as a business objective and utilized business requirements to develop comprehensive test plans
• Documented process models, context diagrams, configuration requirements and business use case scenarios
• Lead Business Analyst/Project Manager on Confidential ’s “Restatement” and “Get Current” projects which included a team of over 3,000 contractors
• Developed business requirements and user acceptance testing standards and approach for the Confidential Get Current project
• Authored comprehensive business requirements and functional solutions using Rational Requisite Pro, facilitated the writing of, review and sign off on business requirements composed by other business analysts within the areas of Liquid Investment Portfolios, Debt, Derivatives and Whole Loans
• Liaised between contractors and Confidential business development team to assure that business requirements adhered to Confidential required standards as well as RUP. Conducted JAD sessions and performed GAP analysis during requirements gathering
• Assessed current process workflows for systems analysis and design, re-engineered the process to fit company needs and expectations, and implemented new process companywide
• Executed and analyzed requirements reports for the PMO, created project metrics and organized meetings with management to discuss current project milestones and deliverables and projects in the pipeline

Associate Sr. Business Analyst

Responsibilities:

• Sole point of contact for all application problems for the Traiana FX Prime Brokerage System, back up support for FX, FX Options businesses for Front and Middle office
• Managed and coordinated FX PB systems enhancements through all phases of the systems development lifecycle
• Liaised between developers, business partner and FX PB vendor to define and document business process, business requirements, functional specifications and determine testing methodologies and test plan formulation
• Authored comprehensive procedural manuals, user manuals, disaster recovery plans, and release back out plans for FX PB
• Investigated and coordinated all technical issues raised from CSRs, e-Clients, and other operations teams, managed and updated issues tracking tools maintaining regular communication with business groups on progress of resolution activities
• Communicated with external e-commerce FX vendors for technical issue assistance, and tracked assistance against vendor service level agreements
• Produced weekly and monthly metrics and analysis for management review and held weekly meetings with business to review pricing latency issues, reported problems, environment incidents, environment remediation plan progress, scheduled environment changes, and client on-boarding and integration plans
• Held monthly meetings with the PB business, Operate team, and applications development team to review support service, environment stability and resiliency, prioritized build activities, and business pipeline
• Resolved user-based queries (missing trades, determining root cause of e-trade failure, pricing queries) and escalated issues to Level II and Infrastructure Support Team as appropriate

Business Analyst

Responsibilities:

• Managed SDLC process and authored SDLC documentation within Equity Finance Systems for the Prime Broker Risk Management Integration Project, Seaman Margin enhancements, and various projects within Stock Plan Systems
• Defined, gathered and documented business requirements, functional solutions, conducted risk analysis, project and resource planning/tracking, financial forecasts, and obtained document/financial approvals from business and compliance
• Created development & user acceptance test plans/scripts, and coordinated user acceptance/quality assurance testing between the systems group and business partners
• Designed user interfaces and authored comprehensive procedural manuals (run-books), user manuals, disaster recovery plans, and release back out plans for the Prime Broker Risk Management and Seaman Margin applications
• Identified immediate issues and workable minor development solutions for quick turnover results, and tested various minor development enhancements
• Partnered and collaborated with multi-disciplinary teams such as business units, IT, and design teams to ensure that application enhancements, customizations, and deliverables met the needs of individual stakeholders
• Performed weekly audit checks on all systems projects within Equity Finance and Stock Plan Services, reporting any delinquencies to respective project managers to enhance productivity, quality control, and to reduce audit related issues
• Provided training on application enhancements to business partners, and authored comprehensive user manuals for new system components and/or enhancements