SUMMARY:

• Over 8 years of experience in business analysis, client relations and sales support in the financial services, utilities, and banking industries.
• Accomplished in assessing business processes and recommending solutions which improve workflow, efficiency, and productivity in Supply Chain Management.
• Sales & Operations Planning, including demand planning, procurement, supply planning, and inventory management.
• Enterprise software specialist (ERP) implementation, migration, updates and Support.
• Coordinate duties and task by generating project plans and maintaining scope to meet deadlines
• Able to develop and maintain relationships with vendors, customers, and team members.
• Dedicated team player with excellent leadership, communication, and analytical skills.
• Familiar with SDLC, Agile, and Waterfall methodologies
• Coordinate the analysis and design of various integration and custom software projects with company - wide scope.

TECHNICAL SKILLS:

SOFTWARE TOOLS: Microsoft Word, Excel, Power Point, Access, Visio, Outlook, GMC Print net, SQL, Lotus Notes, Oracle, SAP, SalesForce.com, Symatar, JDEdwards, Siebel 8, Galahad Bulk & Liquids, Merlin.net Bulk & Liquids, Soap UI, AS400

PROFESSIONAL EXPERIENCE:

Confidential, Houston,TX

Sr Business Analyst / ERP Solutions Payments Consultant

• Contribute in identifying, selecting and aligning the services of Confidential with supporting tools, frameworks, processes, policies and standards that assist in the configuration of Confidential products and services in increasing MRR.
• Lead discussions for delivering tailored solutions leveraging Confidential ’s technical competency and industry knowledge.
• Configure payment integrations which led to 15% to 40% in fee reductions for Credit Card transaction processing
• Review, anticipate, and resolve engagement issues diplomatically and professionally.
• Engage with Stakeholders and Communicate resolution procedures to senior Client Management.
• Trained end users on system functionality and supported the users and system throughout the duration of each deployment.
• Document product and business knowledge to make it accessible to team members and end users.
• Proactively identify and assist in the timely resolution of strategic, tactical and/or domain issues.
• Work closely with Platforms, Products. and topology with our partners, facilitate partners’ technical integration to our solutions; collaborate effectively with software developers, processing, and software architecture engineers and product managers to solve complex problems during support stages of a project.
• Partner with business areas and Technology on other key initiatives to ensure outcomes align with strategic priorities and direction and meet business signoff and satisfaction requirements.
• Plan and manage multimillion-dollar projects aligning business goals with technology solutions to drive process improvements, competitive advantage and bottom-line gains

Confidential,Houston, TX

Business Analyst / Technical Analyst (ERP)

• Responsible for documenting and gathering requirements to deploy the Confidential Inventory Management and Invoicing business systems to remote field locations and personnel saving thousands of hours a year of manual reconciliation.
• Worked directly with Terminal management, Billing Administrators, and end users to gather and document work processes and to identify application gaps and functional system requirements.
• Worked directly with IT personnel and management to create written and graphical functional system requirements.
• Reviewed new system functionality prior to user test to ensure user requirements have been met.
• Responsible and accountable for the coordinated management of multiple related projects directed toward strategic business and other organizational objectives.
• Built credibility, establish rapport, and maintain communication with stakeholders at multiple levels, including those external to the organization.
• Responsible for forecasting 1,000 packaged and bulk products sold to 800 customers worldwide. Increased forecast accuracy by 10%.
• Reduced days of inventory 40% over one year. Success attributed to improved controls, leveraging the ERP system; and implementing a new Inventory tracking process.
• Contributed to 25% inventory reduction.
• Train end users on system functionality and supported the users and system throughout the duration of the deployment.
• Demonstrated understanding of capital investment fundamentals, order to cash, and cash flow analysis.

Confidential,Houston, TX

Business Analyst / Technical Analyst (ERP)

• Performed process and gap analysis for various job functions across several departments to evaluate the effects on upstream and downstream functions. Documented process through workflows and presented information back to the business group.
• Managed minor and major enhancement projects in Siebel/Oracle from initial process analysis, gathering requirements, hand off to developers, system testing, UAT, deployment, and user training.
• Analyzed sales and marketing business processes to develop customized solutions which reduce costs and improve performance within a given budget.
• Added value to the business by turning manual processes into a completely automated process by formalizing all business processes into an integrated database reducing human error and making groups more efficient by freeing up resources to work on more important task
• Database administrator for the productivity application used within Operations and supported the program in a help desk-like format.
• Performed data analysis projects where data had to be analyzed, reviewed, updated, edited, cleaned, translated, and validated for accuracy.

Confidential,Houston, TX

Business Analyst / Technical Analyst

• Gathered functional requirements for the design and layout to ensure that the user interface was as simple and efficient for front end users of Sales Force.com
• Gathered information to evaluate current processes in order to determine the flow of work, time requirements, costs, and feasibility of making changes to certain processes and display items in relational database diagrams
• Provide suggestions to the development team during the development stage of product to meet the company’s business needs.
• Suggest strategies and programs that improve the productivity and efficiency of the various work processes of the company
• Assisted with implementation by coordinating with the IT and various business units who test, validate, evaluate, and audit new applications and functions to determine issues in services and software
• Conduct training sessions to educate users on the functions of new loan application and closing processes for new compliance rules under Dodd Frank Reform
• Manages and participates in the development of software application projects including proof of concept, business analysis, user functional requirements, technical specifications, application and user interface design, database design, coding, security configuration, testing, documentation, training, implementation and quality assurance.

Confidential,Houston,TX

Business Analyst / Technical Analyst / SME

• Gathered, analyzed and interpreted data to offer services available to prospective customers and assist them in preparing business financial plans.
• Utilized Salesforce.com to plan, analyze, market, and close potential clients on deals based upon trends and info provided.
• Analyze business functions and serve as liaison between the bank and business customers to match them with products to run more efficiently utilizing tools from payroll programs to integrate with their General Ledger accounts...
• Build and maintain relationships between vendors to update latest technologies and product updates using SAP
• Educate clients on efficient money transfer practices and policies on domestic and international wires, ACH, Dodd-Frank laws.
• Educated consumers and colleagues on Dodd Frank laws will change certain processes and new compliance rules regarding consumer protection and standardizing data for loan application collection
• Conduct training sessions to educate users on the functions of new loan application and closing processes for new compliance rules under Dodd Frank Reform
• Interpreted data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences to make sure investment goals are being met.
• SME for processes involving different business group processes for customer service, mortgage, investments, and operations

Confidential,Houston, TX

Financial Analyst

• Processed financial transaction request that are received from various brokers, shareowners, and financial representatives.
• Facilitated research projects; follow through until completion ensuring reconciliations of accounts are done correctly.
• Provided information and services to financial representatives and shareholders pertaining to investment securities including\Mutual funds and individual retirement accounts.

Confidential,Houston, TX

Client Relations Specialist

• Respond to a high volume of inbound customer calls; research and resolve billing and service equipment issues; provide information on products and services.
• Analyze customer concerns and needs while balancing company revenue concerns.
• Resolves assigned Trouble Tickets within the established timeframes while providing quality customer service
• Maintained current information on pricing, account balances, and market trends in SAP based system. Researched service issues that involve problem solving, time management, and providing accurate financial information to brokers and shareholders.