SUMMARY

• Diverse business background, proven results in project management, analysis, financial controls, risk, data breach, security, information, records, document and enterprise content management, claims, health care, group benefits, risk management, governance, UAT, test scripts, SDLC, disaster, continuity and contingency planning, budget and vendor management.
• Successfully managed and implemented company - wide, multi-site and department level programs; resulting in quantifiable and significant benefits such as mitigation of risk, cost savings, reductions in compliance issues, increased quality, improved performance, and efficiency.

TECHNICAL SKILLS

• Documentum and Web Publisher
• Captaris / Alchemy Kofax
• KANA
• Input Accel
• Datacap
• Filenet P8
• IBM IER (Records
• Atlas)
• Content Manager and Navigator)
• Lotus Notes
• Messaging Architects Email Discovery and Security Software
• Microsoft Office including Word
• UNIX
• IBM/SQL
• Oracle
• MS Access and Documentum
• Excel
• PowerPoint
• Outlook
• Visio
• MS Project
• MS SharePoint Enterprise
• Adobe / PDF
• Records and information standards and regulations: DIRKS
• ISO
• ANSI
• DoD
• SOX
• SEC
• FRCP
• UCC
• HIPAA
• ARRA
• GLB
• FACTA
• IRS
• UCC
• DPU
• NERC
• FERC
• FOIA
• GARP
• SDLC
• PCI
• Dodd-Frank
• PMI and Agile Management Methodologies.

PROFESSIONAL EXPERIENCE

Confidential

Business Analyst and Project Support

• Analyst and project management support of electronic document retention and content management, life cycle, regulations review and revision project. Assist Senior Vice President/Compliance Officer and Business Operations Group in creating, updating processes, procedures and Information for a large, diverse, worldwide organization to enable improved global compliance, work processes, governance, and document automation and implementation of an Enterprise Content Management process using Documentum and SharePoint Enterprise; Capture, update and/or develop appropriate global metadata elements, taxonomy attributes, maintain Risk and Traceability Matrix. Translate multi - country language documents to English, and virtually collaborate with representatives from across the USA and 23 different countries worldwide. Facilitate multi-time zone meeting schedule and provide minutes. Facilitate multi-time zone meeting schedule and minutes.

Confidential

Project Manager and Analyst

• Gather, analyze and document business information, coordinate development of hardcopy, electronic documents, and born digital information and metadata requirements for Agency state wide conversion project. Developed, executed operating plan; including conversion plan, artifacts, BRD, RFI, RFP, FRD, SOP, SOW, vendor selection, training, SDLC and user documentation, executive presentations. Provided SME support as part of team to implement a statewide public access portal and Enterprise Content Management System with linkage to legacy repository. Maintain Failure Mode Effects Analysis (FMEA) document. Support actual plan execution and vendor implementation. Scheduled and provided meeting minutes. Assist with standardization of metadata elements between Documentum and IBM systems.
• Conducted Enterprise Content Management process and system risk assessment and developed implementation timeline, and strategy concerning outage risk during conversion. Led business operations discussions and participated in IT/Facility team risk assessment and multi-site business continuity, contingency and disaster recovery planning.

Confidential

Business and Document Analyst

• Working as part of a team to develop new Internet based public facing healthcare exchange web portal, and enterprise content, document and records management system, including auditable system data, historical records, transactions, workflow tracking and reporting program utilizing metadata for the State of NV, medical, healthcare and finance program. Contribute to BRD, FRD, SOW, training, and user documentation, including User Acceptance Testing (UAT). Facilitate multi-time zone meeting schedule and provide minutes.

Confidential

Business and Document Analyst

• Assist Enterprise Client Computing (ECC) support department with creation of Team SharePoint Enterprise sites, intently risks, develop business process and continuity requirements, document and translate requirements into operations contingency and SDLC plan, business process and technical specifications. Develop taxonomy and deliver storage plan, BRD, FRD, governance policy, and help ECC clean up and rebrand existing intranet sites. Assist with standardization of metadata elements between Documentum and SharePoint systems.

Confidential

Business and Document Analyst

• Establish plan for enterprise wide management of electronic information and records on unstructured share drives. Develop plan for applying taxonomy and metadata to improve systematic retrieval and final disposition to improve compliance, align share drive information with records retention policies and retention schedule. Develop UAT and Test scripts to validate processes. Review current system information, born digital and imaged documents existing on 3 different content systems, and also dispersed share drives. Identify gaps and erroneous data and implement a universal taxonomy and storage strategy to enable compliant information management and regulatory disposition; develop executive presentation. Facilitate schedule and provide minutes to meetings delivered Strategy and Operating Plan, SOP, SOW, training and user documentation, and implementation timeline.
• Conducted business operations discussions and participated in multi-site business continuity and participated in risk assessments, contingency and disaster recovery planning session with IT and Operations teams.

Confidential

Document Service and Business Analyst

• Revise, review existing content, taxonomy and develop documentation for end-users, tech staff, employees, and customers for nationwide call center and website based internet knowledge and virtual self-service library utilizing Documentum and Web Publisher

Confidential

Financial Business Analyst

• Document technical, business processes, practices for accounting transactions, controls, and systems. Map processes; BRD, FRD, SOP documents, workflow diagrams, supported Audits, SOX compliance initiatives, and provided meeting minutes, task tracking, responsibilities and deadlines

Confidential

Project Manager and Business Analyst

• Provided project management and Business analysis concerning company wide information, document, electronic records, workflow analysis, taxonomy development, business process improvement, RFI/RFP/RFQ training documents, etc., Created Governance and Business Plan to implement an Enterprise Content Management (ECM) System utilizing a Vendor Cloud Service and SharePoint Enterprise portal and 14 sub-sites. Capture metadata elements and created company taxonomy. Developed goals, project mission and vision, business and technical requirements (BRD/FRD/TRD, SOW, SOPs SDLC, and Training and UAT documentation) including customer facing external portal, security, risk management, Accounting, Billing, and financials. Managed project budgets and vendors.
• Conducted Enterprise Content Management process and system risk assessment, and developed implementation timeline, and strategy concerning power outage risk during conversion. Led business operations discussions and IT/Facility team risk assessment, business continuity, contingency and disaster recovery planning sessions.

Confidential

Director Records Information Management

• Responsible for companywide document, records and information management and governance. Conducted business and gap analysis e-discovery readiness reviews, led risk assessment project to document and close FRCP compliance gaps reducing financial risk and expenses. Conducted company site surveys and procedures reviews. Developed UAT and Test scripts to validate function and processes, audited backup systems and applications. Performed companywide information, and email management, system backup, and business operations reviews, utilizing MS Access and SharePoint, IBM/SQL and Oracle systems and/or databases. Supported customer services improvement initiatives via participation on call center sales and service procedures team, and business transition and acquisition teams. Led or participated in several projects resulting in business workflow and service improvements.
• Member of the Co. Risk Assessment Committee. Led operations Business Continuity and Contingency Planning, Distribution, Finance (controls, investment management, billing, remittance, accounts payable and receivables). Member of Co. Security team, PCI privacy risk, and Disaster Recovery Management teams. Decreased adverse corporate exposure and litigation risk through performing a business requirements review and developing a companywide employee privacy and confidentiality awareness and training program.

Confidential

Corporate Officer

• Led business information, records and quality and compliance gap analysis evaluation initiative, including Finance and Life Confidential . electronic records, born digital information and related metadata requirements as part of Enterprise Content Management System upgrades including MS Access, IBM/SQL and Oracle. Review operations governance and compliance adherence to existing rules and measures.
• Member of Risk Assessment and Operation Business Continuity. Contingency and Disaster Recovery Planning committees. Led standardization initiative concerning production quality and reporting processes for multi-US offices as well as outsourced operations in Ireland, India, and the US Virgin Islands, with linkage to Canadian parent company.

Confidential

Business Analyst

• Provided production performance and quality control evaluation in support of data and imaging Documentum electronic repository utilized internationally. Evaluated processes; record scanning, information request and retrieval, data-entry, metadata, archiving processes, quality program and audit effort vs results. Prepared final report including, overview, statistics and recommendations for efficiency improvements.

Confidential

Records Information and Project Manager

• Supported Financial Controls, Billing, Remittance, Accounting, Customer Service, Capital Markets, Audit, Tax Dept., Property and Causality, Life, Commercial, Specialty Insurance, Group Benefits, Claims, HR, Reinsurance, Product and Legal Dept. Member of the Corporate-wide Business Operational Review, Audit, SOX Teams, and Business Continuity and Contingency Planning committee.
• Led multiple award winning, full service information and records management department including national multi-site RM production operation, RIM, ECM and DMS production, workflow, business analysis, discovery support, related system software and technology Test scripts, helpdesk, digital data and records management, archiving, systems back up, disaster recovery, and records and information related conversion projects and SDLC support, and managed budgets up to 4.5 million dollars.
• As project Manager; led 19 successful department and companywide projects involving preplanning, project development, content, document and records management conversions utilizing IBM FileNet and Datacap applications, and system planning, project implementation, rollout, post production, and ongoing processes utilizing UNIX, IBM/SQL, Oracle, MS Access and Documentum.
• Provided business analysis, workflow, compliance consulting and team participation concerning document and records management, operations process improvements, Quality, regulatory adherence, workflow reengineering, process/program outsourcing, disaster Recovery, continuity, contingency, and facility planning management and services. Developed and trained staff including development of UAT documentation. Provided depositions and testimony for court and litigation proceedings as needed. Supported 19 locations and over 5,000 employees nationwide. Applied TQM and Six Sigma methodology where applicable.