SUMMARY:

• Business and Process Analysis / Requirements Definition / Structured Analysis / Risk Assessment / Business Valuation / Enterprise Integration / Regulatory Compliance / Financial Applications / Process Improvement / Decision Analysis / Change Management / ConfigurationA multi - faceted, hands-on leader, with exceptional business acumen, extensive technology aptitude, and outstanding written/oral communication skills.
• Successfully delivered complex programs, improved productivity and quality, saved $500,000 annually while consistently delivering to budget, schedule, and quality goals.
• Translating business requirements to technical design specifications
• Communicating effectively with customers, partners, employees, and executive management
• Leading product/service definition, development, and implementation
• Problem solving in fast-paced, complex global environments
• Improving stakeholder communication and cooperation, achieving common goals
• Functional accounting & financial, supply chain, mortgage & securitization, service, marketing, sales, call center, outsource contracts, application development

SKILLS SUMMARY:

ERP, CRM, and Financial: SAP FICO, MM, SD, SM, PI, iDocs; PeopleSoft GL, Oracle Financials, Teradata RDBMS, PeopleSoft JDE, Aspect CRM, Oracle Siebel CRM, Navision, Platinum, Great Plains, QuickBooks, Optimus Mortgage Administration, SalesForce Chatter, eGain ERMS, Kana CRM, Oracle Siebel CRM, LPS Empower, Docupace, DocuNECT Documentum, Service Now-Service Management Suite, HP ALM

Hardware Platform: Windows XP/2003/98/95, NT, Vista, 7; Unix, Linux, IBM AS400/IBMi, OS390/zOS

Infrastructure Technology: EDI, ADP, ACD, IVR, CTI, Windows AD, ETL, SQL Server, ODBC, .NET, network and security, routing, gateway, XML, IIS, HTTP, HTTPS, VDI, Visual Basic, C++, Java, MS Exchange Server, IBM WebSphere, web services, Visual Studio 2010, SharePoint Server 2010

Data: data storage tables, models (logical/physical), mining, migration, mapping, definition, manipulation; administration, ETL, Oracle, Teradata, IBM DB2, MDM, DFD

Language and Protocol: SQL, BASIC, COBOL C++, Visual Basic, CICS, Java, Pascal, FDL, PDL, XML, HTTP, SOAP, SMTP, UNIX Shell, IMAP, FTP, LDAP, TSL/SSL, TCP, UML

Tools: MS Project, Office, Visio, SharePoint; CA Clarity, Lotus Notes, Corel iGrafx, SmartDraw, Adobe Dreamweaver, Illustrator, Photoshop; Rational Focal Point, Balsamiq, Open Text ECM, Stellent, ACT, SAP GRC, Approva, JIRA, TFS, QA Complete, QualiWare, Quality Center

Reporting & BI: Crystal Reports, Seagate, IBM Cognos, SQL Server, Informatica, Business Objects

Technology Architecture: data warehouse, data mart, SCM, document management, OLTP, OLAP, SaaS, SOA, EISA,.NET Framework, XNS, workforce management, CMS, ECM, EAI, EII, workflow, J2EE

Process and Standard: ITIL, COSO, COBIT, GTAG, OBS, ISO 9000, CMMI, SDLC, RDM, RUP, Agile, Waterfall, PMBOK, BABOK, ASAP, PRINCE2, Six Sigma, DMAIC/DMADV, TQM, BPM, SPICE, LTQ, BPMN, governance

Project Management: in flight assessment, SOW, RFP, WBS, RBS, FMEA, FRACAS, incident, enhancement, change management, analytical problem solving

Business Analysis: needs assessment, requirements definition, traceability matrix, process models, data models, design specifications, ERD, user stories, use cases, wireframes, EPC, DSDM, JAD, context diagrams, activity diagrams, decision analysis

ERP, CRM, and Financial: SAP FICO, MM, SD, SM, PI, iDocs; PeopleSoft GL, Oracle Financials, Teradata RDBMS, PeopleSoft JDE, Aspect CRM, Oracle Siebel CRM, Navision, Platinum, Great Plains, QuickBooks, Optimus Mortgage Administration, SalesForce Chatter, eGain ERMS, Kana CRM, Oracle Siebel CRM, LPS Empower, Docupace, DocuNECT, Service Now-Service Management Suite, HP ALM

Hardware Platform: Windows XP/2003/98/95, NT, Vista, 7; Unix, Linux, IBM AS400/IBMi, OS390/zOS

Infrastructure Technology: EDI, ADP, ACD, IVR, CTI, Windows AD, ETL, SQL Server, ODBC, .NET, network and security, routing, gateway, XML, IIS, HTTP, HTTPS, VDI, Visual Basic, C++, Java, MS Exchange Server, IBM WebSphere, web services, Visual Studio 2010, SharePoint Server 2010

Data: data storage tables, models (logical/physical), mining, migration, mapping, definition, manipulation; administration, ETL, Oracle, Teradata, IBM DB2, MDM, DFDLanguage and Protocol: SQL, BASIC, COBOL C++, Visual Basic, CICS, Java, Pascal, FDL, PDL, XML, HTTP, SOAP, SMTP, UNIX Shell, IMAP, FTP, LDAP, TSL/SSL, TCP, UML

Tools: MS Project, Office, Visio, SharePoint; CA Clarity, Lotus Notes, Corel iGraphx, SmartDraw, Adobe Dreamweaver, Illustrator, Photoshop; Rational Focal Point, Balsamiq, Open Text ECM, Stellent, ACT, SAP GRC, Approva, JIRA, TFS, QA Complete, QualiWare, Quality Center, Microsoft SharePoint, Microsoft OneNote

Reporting & BI: Crystal Reports, Seagate, PowerBuilder, IBM Cognos, SQL Server Reporting, Informatica

Technology Architecture: data warehouse, data mart, SCM, document management, OLTP, OLAP, SaaS, SOA, EISA,.NET Framework, XNS, workforce management, CMS, ECM, EAI, EII, workflow, J2EE

Process and Standard: ITIL, COSO, COBIT, GTAG, OBS, ISO 9000, CMMI, SDLC, RDM, RUP, Agile, Waterfall, PMBOK, BABOK, ASAP, PRINCE2, Six Sigma, DMAIC/DMADV, TQM, BPM, SPICE, LTQ, BPMN, governance

Project Management: in flight assessment, SOW, RFP, WBS, RBS, FMEA, FRACAS, incident, enhancement, change management

Business Analysis: needs assessment, requirements definition, traceability matrix, process models, data models, design specifications, ERD, user stories, use cases, wireframes, EPC, DSDM, JAD, structured analysis, analytical problem solving

CAREER HISTORY:

Business Analyst/Project Manager

Confidential

Responsibilities:

• Provided business, process analysis, and project management services to financial service and supply chain customers.

Confidential, Monterey, CA

CIO and Chief of Staff

Responsibilities:

• Delivering comprehensive EA framework, including application, integration, services inventories; enterprise risk and issue assessment, data architecture, improvement opportunities, current and proposed governance, and future state.
• Delivered WBS, detailed project plan, weekly and monthly status reports.

Technical: Sakai LMS, Domino, SharePoint, Curriculum Assessment, Test Data Management

Deliverables: WBS, Project Plan, Enterprise Architecture Report

Confidential, Torrance, CA

Responsibilities:

• Managed outsource partner Confidential and Confidential relationships.
• Delivered on time, within budget.

Confidential

PMO director

Responsibilities:

• requirements and developed 20 new process overviews/checklists instrumental to IT project management.
• Aligned the PMO SharePoint portal around SDLC and PDLC and incorporated new security processes for PM’s and BA’s.
• Key processes included initiation, data protection evaluation, planning (Greenlighting), provisioning, procurement, integration, functional test, enterprise change management, risk and compliance, performance monitoring, and Go Live.
• Redesigned PMO SharePoint site and delivered comprehensive PDLC framework.

Technical: SharePoint 2013, OneNote, Service Now, HP PPM.

Confidential

Responsibilities:

• Assisted founder/CEO with development of POC for ECM solution targeted to the commercial real estate lending industry.
• Defined and prioritized DocuNECT Documentum data integration and reporting specifications for over 300 data fields for indexing, filing, and retrieving Confidential documents.
• Elicited requirements for business rules.
• Planned and scheduled demo tasks and built project work plan.

Deliverables: POC Demo Specifications, Dummy Data, Demo Project Plan

Confidential

Responsibilities:

• Turned around troubled project to automate electronic distribution of compliance POS disclosure documents within SLA time constraints.
• Led 20+ member core team, including 2 external vendors, and stakeholders in 2 LOB’s, through requirements, analysis, development, and deployment in 3 releases.
• Deliverables included audit trail, encryption handling, weekly audit reports, eSignature, and integrations to Lotus Notes and BAE Systems Silver Sky hosted email via SOA interface.
• Developed 2 new services and API’s and updated 2 others.
• As Release Manager, managed scope, capacity, and change management of ROM budget for major release in $60M ITIL-based operation, including over 180 work items.

Technical: Express, Forms, Triggers, SOA, alerts, eSignature, Silver Sky.

Confidential

Responsibilities:

• Working for PMO, kicked off and led two projects through planning, analysis, initiation, execution, and control: business status dashboard and integrated Instant Messaging tool.
• For the Raving Fans program sponsor, organized project and reporting processes and toolkit for an 18-project company-wide initiative promoting Raving Fans service.
• Built and led 17-member cross-functional team for My Business Status including business analyst, IT, external vendor, service, brokerage operations. 6-member steering team included execs from 3 divisions. Managed scope, schedule, budgets, change management, testing, and deployment.
• For Instant Messaging, led tool selection and deployment, aligned project with PMO practices, and led team in addressing risk, compliance, security, and supervisory requirements.

Technical: Cisco Jabber, Docupace.

Confidential

Responsibilities:

• Led division initiative to document enterprise architecture.
• Mapped Oracle-based supply chain and ecommerce processes, functions, data, applications and infrastructure.
• Delivered end-to-end process flows for complete product life cycle (including acquisition, purchasing, order management, fulfillment, and delivery).
• Developed a comprehensive “as is” enterprise architecture model of global sales operations from procurement through order processing and customer delivery.

Confidential

Responsibilities:

• Defined business and technical requirements for new correspondent web portal and integrations with document management and Confidential origination systems.
• Defined technical requirements with web and Empower developers.
• Managed 6-member project team using agile methods.
• Managed development resources, schedule, and risk.
• End product included new correspondent portal, integrations/changes to document management and LPS Empower.

Confidential

Responsibilities:

• Managed 16-member team for $3.75M project including Enterprise Change Management, Commercial Lending, Infrastructure, Data Retention, eCommerce, Retail Systems, Testing, Data Management, Accounting/GL, Data Warehouse, Enterprise Business Intelligence, Treasury, Customer Information, external vendor, and data integration partner in Los Angeles and San Diego. Led data warehouse/BI integration/conversion and migration project through mapping, design, development, and testing phases.
• Managed issue and risk assessment process.

Technical: data warehouse, Informatica BI, IBM mainframe, Fiserv Precision