SUMMARY:

A forward moving Senior Business Analyst with over 15 years of production analysis and technology experience. Versed in acquisitions, system conversions and upgrades; participating from inception through completion. My success is attributed to the ability to act as a liaison between business owners and technical teams, Vendor and Product owners; ensuring all stakeholders have a full understanding of the project. I have the proven ability to create and promote cohesive project teams employing the SDLC and AGILE project methodologies. I possess the experience and expertise to create and decipher essential business and technical specifications, work flow process and gap analysis for high achieving organizations.

PROFESSIONAL EXPERIENCE:

Confidential

Senior Business Analyst

Responsibilities:

• Interviewed gallery owners in order to obtain and document the desired message they wished to convey publicly in a positive, creative and enticing way to draw clientele into the gallery.
• Created mission statement and manifesto regarding how their inventory would be defined, presented, and sold to their collectors.
• Created mock up of complete web site, including every detail of each piece, including origin and creation date and physical properties.
• Inventory consisted of gems, antiques, art, artifacts and artisan produced jewelry
• Presented story boards, led discussions, made changes and modified as directed
• Presented PowerPoint and specifications for replication of site for developers
• Provided testing of website, working with developers and vendors to remain consistent with company goals.
• Created financial requirements to take orders/shipping and returns on line.
• Assisted in maintaining and upkeep of inventory to keep current

Confidential, Golden, CO

Senior Product Specialist and Business Analyst

Responsibilities:

• Created in - depth SDLC requirements.
• Assisted in the development of SOWs with customers, staying on the path of both sides benefiting from changes, new products and system analysis.
• Presented at on-site sales and client meetings, helping to lead team with creation of quarterly requirements and goals.
• Managed/maintained budget and calendar to meet client expectations for production and requirement specifications.
• Led projects as the liaison between the client, business and technical teams. All projects Confidential a web component. Maintained project documentation.
• Created work flow for new release of functionality, from internal to external team members.
• Focus on data mapping requirements due to changing functionality; ensuring outcome is concise and logical.
• Wrote mapping documentation between versions of same software; ensuring all changes have been accounted for and data “meanings” have not been modified.
• Key component in working with industry for regulatory changes and implementing into business model.

Confidential, St. Louis, MO

Senior Business Analyst

Responsibilities:

• Key component in cleaning Service Request items to in corporate from old Sharepoint site to new site.
• Effectively gathered requirements from business stakeholders and key business sponsors.
• Created use cases and worked directly with the end users to perform UAT Testing.
• Tested open service requests to make certain outstanding issues are escalated and completed items are closed.
• Created mapping documents for required data elements to be converted to new database format
• Created Business Requirements and worked as a liaison between the business and IT Organization.
• Worked in conjunction with the steering committee review and prioritization of enhancements to be in next quarterly update.

Confidential

Senior Business Analyst

Responsibilities:

• Gathered complex business requirements from key stakeholders directly related to the Confidential / Confidential .
• Completed all mapping documents required for data element usage between databases were equal, called out deltas and tracked which would be final standard going forward; documenting all gaps where workarounds or customization was required.
• Participated in all working summits for conversion in key decision planning for Operational area.
• Worked directly with product owners, Scrum Master, development, and testing to effectively create user stories within Agile.
• Operated on 2-week sprints and participated in daily Scrum meetings to review progress.
• Assisted in identifying gaps for current and go live processes and worked with team to minimize gaps and prepare workaround methods.
• Reviewed Operational Forms between all affected channels producing side by side comparisons to identify changes for decision makers to review.
• Responsible for client letter modifications to use with new Clearing Firm and pushed through to production.
• Working with project team to identify potential areas of concern to ensure smooth transition of annuities to in-house system.

Confidential

Sr. Business Systems Consultant

Responsibilities:

• Created and designed business requirements as well as worked as a go-between for technology and the business.
• Led user acceptance testing at client site, including installing code and configuring the environment.
• Acted as one of the primary business analysts within an Agile Development process.
• Participated in the development of user stories and acted as a key liaison between technical and non technical project personnel for web projects.
• Provided mutual Confidential expertise to instill proper planning and communication between the project team and Confidential client.
• Wrote test scenarios and created mock files to prove out new functionality.
• Created documentation for upgrade for new functionality and where the new data would be housed in existing database.
• Worked directly with client to provide detailed feedback of possible project modifications necessary to increase efficiency.
• Created reconciliation plan to balance between funds, mutual funds and firms.

Confidential

Senior Business Analyst

Responsibilities:

• Developed Request for Proposal (RFP) for sub-accounting system service provider.
• Analyzed complex business requirements and provided feedback to business sponsors.
• Created comprehensive project plan and responsible for complete implementation of project.
• Worked with legal team to create Confidential / Confidential and Networking agreements.
• Trained operations team on mutual Confidential process.

Confidential

Senior Business Analyst

Responsibilities:

• Prepared test scripts and coordinated testing during oil and gas system conversion.
• Assisted in data validation within database to ensure proper conversion of data elements.
• Assisted in facilitating the merger of two financial institutions and multiple systems by providing data scrub and verification of trust real estate assets. Other duties included providing analysis support and problem resolution assistance.
• Managed conversion of real estate, oil and gas for Confidential AmSouth merger.
• Monitored Project Plan and testing schedule to ensure a seamless conversion.

Confidential

Senior Business Systems Analyst

Responsibilities:

• Upgraded Confidential System from Sabil 2.1 to new platform, Q5.
• Wrote complete regression test scripts for system implementation and enhancements.
• Liaison between IT and the business stakeholders, and effectively gathered business requirements
• Completed all system testing before releasing to UAT for final approval of functionality.
• Participated directly in user story creation within the Agile development methodology.
• Monitored and controlled all code movement and database changes after original version of software was installed to bring system up to code specifications for Confidential . Confidential .
• Worked in conjunction with developers on in-house interfaces to ensure compatibility with Confidential core system, troubleshooting any issues to be resolved.
• Managed relationship between vendor and client on multiple projects.

Confidential

Business Analyst

Responsibilities:

• Completed mutual Confidential system specifications, including outlines of screen design along with technical and functional requirements for the web project.
• Assisted with creation of business models for converting clients from ADP, Beta, SunGard, DST and Confidential systems.
• Worked in conjunction with the compliance area to establish implementation of cost basis requirements.

Confidential

Project Manager

Responsibilities:

• Evaluated company’s business model pertaining to manual operations processing
• Determined, updated and proved out optimum setup of definition tables to carry out business model established.
• Wrote product conversion specifications from IDSI product file to the Confidential database for Securities trading and implemented.

Confidential

Senior Business Analyst

Responsibilities:

• Scheduled and led off-site system testing for business users; documented testing results and presented to management team.
• Worked with the business users to organize and prepare required testing documentation for structured system testing.

Confidential

Senior Business Analyst

Responsibilities:

• Acted in capacity as the Mutual Confidential Operations Manager, overseeing staff needs and performing all daily functions pertaining to that position. Trained new and worked closely with this person until he was fully functional within his duties.
• Assisted in completion of quarterly budget needs and presented to Executive Management.
• Worked with all areas of company ensuring smooth operation activity.
• Responsible for resolving all escalated representative complaint issues.
• Reviewed daily blotters to identify and track any trends that developed, communicating all information to higher management.
• Maintained relationship with back office system vendor and maintained issues list. Testing code throughout environments, implementing all hot fixes and prepared list of business critical needs to be included in system's next release.
• Tested new release thoroughly and implemented into live environment.
• Stayed onboard assisting with back office system, orchestrating all new account conversions onto BackOffice system.
• Worked in conjunction with DTC to test and implement the rollout of Confidential Prototype Beneficiary information being transmitted via the Confidential / Confidential registration record which Confidential . Confidential was the first Broker Dealer to put into production.
• Evaluated alternative operating platforms including ADP, DST AWD and FundPoint.

Confidential

Project Manager/Senior Business Analyst

Responsibilities:

• Assisted in implementing mutual funds processing into a live environment for Confidential / Confidential
• Created all documentation required to implement, approve, test out and installed the commission settlement module of system enhancement.
• Worked closely with Mutual Funds Operations President to determine business critical needs and liaised with Vendor to implement these requirements, this became the Confidential standard system functionality.

Confidential

Business Systems Consultant

Responsibilities:

• Wrote Confidential / Confidential and Networking Test Scripts and orchestrated testing of new system functionality
• Wrote regression test scripts to aid in the process of implementing new code through all environments.
• Wrote account conversion specifications, mapping all required client, product, regulatory and many more aspects into the appropriate tables within the database.
• Implemented and streamlined operational procedures.
• Facilitated 600,000 account mutual Confidential client conversion into new system.
• Evaluated and defined existing operational procedures pertaining to mutual Confidential client set up and trading: took manual process to automated process using system.
• Responsible for creating, maintaining and working the complete issues, bug and enhancement lists and organized verified and documented all code movements within the system.