SUMMARY:

• Seeking an opportunity to learn and serve as a Lead / Senior Business Architect / Business Analyst and/or Lead / Senior Program/Project Manager (BA / PM) where I can gainfully employ my over 21 years of experience and well - honed skills in interpreting, defining and developing business needs. I enjoy being the value added on a project by quickly identifying and avoiding unintended consequences.
• Worked with premier Private Wealth Management and Finance Companies: Confidential, Legg Mason, T Rowe Price and Confidential .
• Advanced Skills as Program/Project Manager and Business Architect/Analyst (significant knowledge of (PMBOK and CBAP).
• Expert in Microsoft Tools (SharePoint, Access, Excel, PowerPoint, and Visio)
• Life Insurance and Funds Accounting Services Business Rules Analyst.
• More than 21 years proven track record experience in Business Analysis (BA) amd Project Management (PM).
• Several years of innovative and analytical experience in several industries including IT, Private Wealth Management, Finance, Insurance, Marketing, and Supply Chain
• Depicted planned system functionality by employing workflows and business rules; screen prototypes, wireframes and user and application interface.
• Led IT group during all phases of Software Development Life Cycle (SDLC).
• Assisted in all phases of SDLC including but not limited to the deliverables of the project, functional specification, technical specification, traceability matrixes, requirement release document, test cases, test planning etc.
• Collaborated utilizing software development methodologies Agile, Iterative & Waterfall.
• Worked simultaneously on multiple projects with minimal guidance.
• Functional & process expertise in insurance & finance domains, addressed stake holders concerns and issues as part of Requirements and Information gathering to recommend solutions that meet the business needs.
• Autor of training documents and testing best practices .
• .Define requirements and document test cases as part of all areas of Acceptance Testing of the deliverables

AREAS OF SPECIALIZATION:

• Business Architecture
• BPI/BPR
• Data Analysis
• Finance and Insurance
• QA / Test Manager
• Data Warehouses
• Project/Program Management
• Root Cause Analysis
• Business Intelligence
• Author of Training Docs
• Skills/Knowledge Transfer
• Process Analysis
• Agile Methodologist
• User Stories / Product Backlog
• SDLC Expert

TECHNICAL SKILLS:

CQF Cohort, Funds Accounting Software, Release Management / Change Management Software, CPAS Pension Administration Software / Retirement System Software, Agile Experience, Product Backlog, User Stories, Scrum Master, Business Analysis, Business Rules, Strategic Planning, Business/Technology Architecture, Project Management, Requirements Identification, Software Development Life Cycle, Systems Analysis and Design, System Improvement, Process Improvement, Process Reengineering, Procedure Development, Technical Writing, Report Generation, COTS, SaaS, Visual Basic, JAVA, COBOL, PASCAL, AND FORTRAN, WINDOWS 10, Windows 8, WINDOWS 7, VISTA, WINDOWS XP, MILLENNIUM 2000, NT, 98, 95, OS/2, MS-DOS, AIX, AND UNIX, COGNOS 8, COGNOS 10, Oracle, TOAD, Confidential, Business Objects, ERWIN, SQL SERVER, SYBASE, ORACLE, UDB, DB2, AND ACCESS, ARC ServiceNow, CPAS, CPAS Navigator, FOOTPRINTS, TOAD, MS OFFICE SUITE INCLUDING: MS WORD, MS POWERPOINT, MS PROJECT, MS ACCESS, AND MS EXCEL. POWERDESIGNER, IRISE, AXURE, ERWIN, SHAREPOINT, SYSTEM ARCHITECT, VISIO, RATIONAL ROSE, AND REQUISITE PRO, Confidential DATA MODEL AND CLASS STRUCTURE, AGILE, BPMI, UML, RUP, ELC, RAD, WATERFALL, IBM GS METHOD, IBM SI METHOD, IBM WORLDWIDE SOLUTION DEVELOPMENT AND DELIVERY METHODOLOGY, IBM METHODOLOGY ON OBJECT-ORIENTED REUSE ENGAGEMENTS, Confidential METHODOLOGY, Serena Software

WORK EXPERIENCE:

Confidential, Owings Mills, MD

Senior Business Analyst

Responsibilities:

• Led requirements gathering using Agile Methodology techniques
• Responsible for process analysis and Business Requirement Document creation in Serena Software
• Led software development coordination
• Responsible for UAT testing and coordination.

Confidential, Owings Mills, MD

Senior Business Analyst

Responsibilities:

• Led requirements gathering and data analytics to enable accounting system conversion
• Responsible for process analysis and Business Requirement Document (BRD) preparation
• Led software development coordination
• Responsible for UAT testing and coordination.

Confidential, Arlington, VA

Release Manager

Responsibilities:

• Served as lead release manager and change manager for an enterprise modernization effort taking 25 separate mission critical applications and deploying across multiple Development, Integration, Stage, UAT, and Production environments.
• Responsible for knowing each stack including ETL, UI, Services, Modules, Applications, and Databases and which shared services were deployed in which environment.
• Responsible for knowing which code was in a separate branch or in the mainline code for the production environment
• Responsible for managing change orders associated with each release as well as all high priority change orders across the organization (average of several daily)..
• 3rd release manager in under a year. Responsible for standing up release management within 6 months. Set up template for enterprise release management best practices and vetted multiple vendors to provide enterprise release management software solutions.

Confidential, Towson, MD

Project Manager

Responsibilities:

• Contracted to Baltimore County Employee Retirement Systems as a lead analyst and manager for their CPAS post implementation support and maintenance phase.
• Primary responsibilities included managing requests for software enhancements of recent system migration. Successfully managed over 100 software updates bringing the average number of requests from 90 to 50. Became versed in the technical components of system (CPAS Tools and Navigator) as well as business rules around the County’s complex retirement system.
• Also, worked with team on preparing a web interface for over 10,000 active members to manage their retirement via a secure on line system.
• Led the department’s implementation of sending member statements for the first time in 3 years. Initially served on Baltimore County Government’s Operational Excellence Team as a Business Process Analyst.
• Served as lead BPA on 2 engagements: 1 for a mission critical software replacement across multiple departments and the other for mission critical software upgrade for Department of Utilities.

Confidential, Reston, VA

Project Manager/Business Analyst

Responsibilities:

• Served as a Lead Business Analyst in the reporting department for a home financing company. Responsible for maintaining and managing over 500 reports that are delivered on a daily basis.
• Use SQL maintained in Confidential and run within TOAD against Oracle databases with terabytes of data.
• Run daily reports against data warehouses and data marts.
• Also responsible for meeting with business managers to determine their reporting requirements and create SQL and mock up reports.

Confidential, Reston, VA

Project Manager/Business Analyst

Responsibilities:

• Served as both a Project Manager and Senior Business Analyst for a multi-national repair company with a home grown software application to manage the repair life cycle.
• Part of an “Agile Lite” methodology serving as Scrum master leading daily standup User Story reviews and Product Backlog sessions.
• Serving as both lead PM and lead BA managing business analysts on 3 projects as part of a multi-year, multi-million dollar strategic effort as part of their technology roadmap for the next 5 years.
• Tracking projects in both Planview and Microsoft Project to ensure projects are both on time and on budget. There are shared development, QA, and SME resources across projects.
• Have led requirements sessions and reviewed all BA deliverables for quality and consistency. Have overseen monthly releases as Scrum Master/ Project Manager.

Confidential

Project Manager/Business Analyst

Responsibilities:

• Served as both a Project Manager and Senior Business Analyst (BA) for a multinational online education company within the Business Intelligence Practice. Multiple Responsibilities include BA tasks of documenting requirements and soliciting sign off. Managed over 400 reports within Cognos 8; tracked break fixes, modifications to existing reports, and requests for new reports. Managed an average of over 80 requests from stakeholders and assigned them to a small development team. These requests were for additional functionality that stakeholders felt should be added to the existing architecture. Worked with stakeholders and came up with recommendations on whether or not to proceed based on the four major areas of Project Management: Scope, Resource (both people and cost), Quality and Speed to Market. Additionally applied and use the eight levels of Business Architecture to include: Business Quality and Constraints, Data and Integrity Requirements, Process Improvement Requirements, Performance Requirements, Reliability Requirements, Scalability (both horizontal and vertical) Requirements, Connectivity (LAN/WAN) Requirements, Maintainability Requirements and Security. Created test plans and scripts from Requirements Traceability Matrixes (RTM). Assisted with managing existing Cognos 8 requests on migration to Cognos 10.
• Created a large number of project plans, either from scratch or by modifying existing project plans utilizing MS Project. This included everything from managing timelines, resources, milestones and identifying critical success factors.
• Utilized Visio to document current business processes, process improvement opportunities, mockups of future designs and to manage organizational charts.
• Served as a liaison between the internal/external business community and the IT organization in order to provide technical solutions to meet user needs.
• Documented the end user requirements as functional specifications. Often times he assisted with the technical team in converting those functional specifications into technical specification
• Worked with team on conversion of Use Cases to User Stories and Product Backlog.

Confidential

Senior Business Architect

Responsibilities:

• Served as Senior Business Architect for the Life Insurance Practice and Professional Services Vertical.
• Authored Life Insurance 101 documentation.
• Worked with product team to build and extend the New Business Life Framework.
• Assisted Maintenance team with product support.
• Trained on Confidential application and tool set.
• Served as Scrum Master for developing User Stories and managing the Product Backlog

Confidential

Project Manager/Senior Business Analyst

Responsibilities:

• Served as lead Business Analyst and Scrum Master in a SCRUM/AGILE effort for multi-national energy company in process of creating multi-sales channels and migrating common CRM across 4 disparate systems into one.
• Utilized iRise to capture Mobile Application and Mobile Web Browser requirements.
• Utilized Visio and Power Designer for Web Interface requirements.
• Also, served as mentor to junior Business Analysts in Project Based Consulting Best practices and creating a center of excellence for both reusable assets and how to in multiple SDLC methodologies.
• Used MS Project daily to document the project plans of the projects that he managed.

Confidential

HRM System Administrator

Responsibilities:

• Served as Project Manager and Front End Business Analyst to back end maintenance of existing applications.
• Responsible for all system administration for an updated COTS product supporting over 1000 users covering financials, accounting, payroll, and HR.

Confidential

Project Manager

Responsibilities:

• Served as lead project manager and business analyst for a medical lab solutions client.
• The client deployed their mission critical billing system in house without any testing of the application prior to production.
• Tracked issues and enhancement requests of software application.
• Created and managed project plan. Documented risks and created risk mitigation strategy.
• Asked to manage ADP timesheet application and monitor employee time and the org chart for 100 member department.
• Client extended initial contract from 3 to 5 months.
• Initially reported to director but after 3 months reported to his manager the controller
• Provided stability within client team as there was high turnover and was asked to take a lead role and manage other departments and team members.

Confidential

Project Manager/Senior Business Analyst

Responsibilities:

• Served as lead project manager, tester, and business analyst for a Web-based sales tool. Led Joint Application Development sessions.
• Documented requirements, traceability matrix, and test cases. Maintained the project plan.
• Performed due diligence.
• Architected a technology roadmap compliance strategy.
• Assisted with defining business objectives.
• Identified risks and concerns for migration of applications.
• Used Agile and Iterative methodologies in the Software Development Life Cycle.
• Served as Lead Business Analyst, Project Manager, and Tester for a single sign on application that was delivered in September 2009.
• Served on 4 Business Architect/Project Manager assignments simultaneously.
• Collaborated as Lead Business Analyst, Project Manager and Tester on web-based Wealth Management Sales application.
• Assisted with effort to plan tactical and strategic direction of technology implementations while functioning as Business Architect and Business Strategist on Technology Roadmap.
• Designated as Lead Business Analyst for back-end / back-office Internet Advertising web-based direct efforts (contract extended from 6 months to 9 months).