SUMMARY:

A Sr. Business Analyst with 15+ years of experience serving as lead liaison between business users and IT for retail and financial services organizations. Advanced skills in defining business requirements/user stories/use cases for solution development. A natural leader that values working in a team environment to accomplish a project’s goals. Possess strong business acumen, detail oriented, excellent communication and project management skills, and adept at identifying process gaps and leading improvement efforts. Approach each project with a personal commitment to grasping the big picture, problem solving, developing solutions with technical resources, forming and maintaining positive relationships.

TECHNICAL SKILLS:

TOOLS: /METHODS MS Office Suite (Word, Excel, PowerPoint, Visio, Project), MS Access, Business Objects, Confidential, Waterfall/Iterative SDLC, Agile/Scrum/Jira

INDUSTRY EXPERIENCE: Financial Services (Banking/Credit Union), Retail, Insurance (Life/Annuity), Direct Marketing/Marketing, Technology Services

AREAS OF EXPERTISE:

Business Requirements Gathering, Facilitation, Management, Project Liaison, Project Management, Data Analysis and Integration, Negotiation and Collaboration, Test Planning/UAT, Process/Workflow Analysis, Reporting, KPI/Metrics, BRD/FRD, RFI/RFP, Logical/ Conceptual Data Modeling, User Stories/Use Cases

EXPERIENCE HIGHLIGHTS:

Confidential

Sr. Business Analyst

Responsibilities:

• Produced SRD for launch of Apple Wallet integrated with Customer Loyalty program.
• Created Interface Control documentation for Loyalty service offerings.
• Produced BRD and SRD for launch of redesigned Month End Reward processing.
• Responsible for Quarterly planning cycles.
• Agile and Big Data management in Hadoop and EDW Teradata/Informatica environments
• Led a team of 2 onshore Leads and 6 offshore Developers.

Confidential

Lead Business Analyst

Responsibilities:

• Provided training and mentoring for Confidential team including Business Objects for business intelligence reporting, Confidential for campaign execution, and UAT methods and scripts.
• Facilitated and documented requirements for customer data integration, customer keying, address cleansing, and name cleansing for Confidential Bank’s corporate data warehouse initiative.
• Project required minimal impact to Confidential ’s warehouse development staff, therefore extensive data mapping, transformation, and conversion documentation were imperative for delivery effort.

Confidential

Independent Consultant

Responsibilities:

• Confidential Consulting Lead responsible for development of business case, BRD, cross functional integration, process analysis, and design of customer centric marketing database and marketing automation solutions.

Confidential

Responsibilities:

• Managed iterative development and continuous process improvements for Confidential .
• Implemented process improvements which reduced client’s marketing execution cycle times by over 60%.
• Proficient at capturing complex business requirements from users for numerous projects in financial services and retail, defining processes, developing solutions with technical resources and end users.
• Requirements workshop facilitation experience with all levels. Comfortable interfacing and presenting work products, ideas, and proposed solutions to all levels of the organization.
• Leader of a team of 16 associates in development and deployment of company’s largest financial services marketing data warehouse, Business Objects business intelligence, analytics, and Confidential campaign management solutions.

Business Systems Analyst

Confidential

Responsibilities:

• As a Business Systems Analyst at Confidential credit union I was responsible for requirements management, vendor management, and creation of long term project planning for the merger of Confidential and People’s Community Credit Union.
• As part of the project I was responsible for creating a master project plan for future credit union acquisitions.
• BA on project to develop an automated loan renewal process for previous and future merger.

Software Engineering Team Lead/Analyst

Confidential

Responsibilities:

• Led a team of onshore and offshore development and QA teams.
• 6 offshore Developers and 1 Scrum Master.
• 1 onshore Technical Lead, 1 onshore Quality Assurance Lead.
• Led scrum team ceremonies with offshore and onshore.
• Increased productivity from 35 points per two week sprint to 75 points per two week sprint within 3 months of replacing the previous Product Owner/BA.
• Utilized multiple platforms and technologies for Big Data delivery, including Terradata and Hadoop platforms.
• Developed capabilities supporting analytics and modeling of large scale web and app click data.
• Developed capabilities supporting analytics and modeling of large scale customer demographics.
• Developed capabilities to allow users to efficiently provide reports and analysis on large scale sales transaction data.
• Provided data and capabilities to users to analyze store traffic for over 1300 stores.

Sr. Business Analyst

Confidential

Responsibilities:

• Development team for a highly visible Loyalty program.
• Produced SRD for launch of Apple Pay integration with Customer Loyalty program.
• Completed project to integrate Customer Loyalty systems with Apple Wallet.
• Produced BRD and SRD for launch of redesigned Month End Kohl’s Cash reward processing.
• Responsible for Quarterly planning cycles.
• Created Use Cases for development of multiple marketing offers.

Business Systems Analyst

Confidential, Columbia, MD

Responsibilities:

• Business Systems Analyst for domestic and international customer data integration services (CDI).
• Performed data analysis on both format and content of data fields and sources.
• Created new specification documents along with document updates and enhancements.

Senior Business Analyst

Confidential, Schaumburg, IL

Responsibilities:

• Served as Relationship Manager for one of the largest online ISP providers in the US, expanding their marketing audience utilizing newly developed list affiliation processing.

Senior Business Analyst - Lead BA

Confidential

Responsibilities:

• Lead Business Analyst for Confidential direct marketing database build from conception through delivery, including client facing requirements gathering, design, build, testing, UAT, training, and delivery.
• Published a comprehensive BRD and FRD for Confidential project team and Experian development staff.
• Provided training for Confidential including Business Objects for business intelligence/reporting, Confidential for campaign execution, and UAT methods and scripts.

Senior Business Analyst - Lead BA

Confidential

Responsibilities:

• Facilitated and documented requirements for customer data integration, customer keying, address cleansing, and name cleansing for Confidential data warehouse initiative.
• Project required minimal impact to Confidential ’s warehouse development staff, therefore extensive data mapping, transformation, and conversion documentation were imperative for delivery effort.

Senior Business Analyst

Confidential

Responsibilities:

• Interviewed prospective and existing clients creating needs assessment documentation in support of Experian RFI/RFP responses and development of sales proposals for new business and upselling of existing clients.

Independent Consultant/Senior Business Analyst

Confidential, Columbus, OH

Responsibilities:

• Customer marketing database and marketing automation consultant for project in excess of $50M.
• Led client requirements sessions, within and across all Confidential . Goal was to provide integrated marketing solutions across all Confidential .
• Interviewed a large number of stakeholders to gather requirements, as well as experience in conducting 1 on 1 interviews to elicit requirements.
• On-site client facing SME role supporting corporate development of strategies for CRM and Loyalty solutions.
• Consulting Lead responsible for development of business case and requirements for customer loyalty program. Program had a 4-year projected net benefit of $100M.
• Consulting Lead responsible for development of business case, BRD, cross functional integration, and design of customer centric marketing database and marketing automation solutions.
• Created client’s RFI and RFP to present to leading direct marketing vendors for response.
• Member of client RFI and RFP response and vendor selection committees for loyalty program management, database build, business intelligence, campaign execution, marketing workflow, and predictive analytics solutions.

Director/Manager/Business Analyst

Confidential, Minneapolis, MN

Responsibilities:

• Negotiated mutually beneficial contracts with third party providers, resellers, and clients.
• Developed collateral and product plans, created and presented product sales training materials to Business Development and Sales staff.
• Initiated, organized, and led task force to evaluate, select, and implement the company’s E-mail marketing solution suite. Changed E-mail marketing channel from negative to positive contribution to both revenue and margin through an outsourcing agreement resulting in reducing unit costs by 75%.
• Directed the development and support of the company’s largest financial services marketing database and analytic data marts. Manage value added analytic services, and led new product development initiatives.
• Managed a staff of 16 professionals, including Managers, Sr. Analysts, Technologists, and Sr. Project Managers.
• Introduced and implemented new Value Added Analytic Services offerings which produced incremental annual revenue of $1.2M for Confidential . Services included quarterly new audience creation and executable marketing and risk strategies.
• Led the design, development, and deployment of a real-time ecommerce multi-channel, multi-line campaign product. Client realized 20% response rates and 45% lower cost per account booked.
• Managed development of company’s largest financial services acquisition marketing database solution.
• Gathered strategic and tactical requirements along with client’s measures of success.
• Managed a staff of 10 Sr. Analysts, Sr. Project Managers, and Technologists.
• Managed iterative development and continuous process improvements. Implemented process improvements which reduced client’s marketing execution cycle times by over 60%. Reduced cycle times had a substantial positive impact on offer approval rates, deliverability, and portfolio risk assumptions due to more relevant and current credit data.
• Initiated monthly client user group meetings to present new releases and ensure issue resolution. This initiative became a “best practice” within the FICO Marketing Services Division.

Development Leader

Confidential, Minneapolis, MN

Responsibilities:

• Developed and managed a team of 18 technology professionals supporting certificate of deposit, insurance, and annuities for Confidential marketing and insurance policy operations.
• Negotiated and managed over 36,000 hours of work commitments, including staffing and resource allocation and prioritization, supporting the company’s annual marketing and operations business plans.
• Managed a time sensitive and critical initiative to allow Certificate of Deposit system to function in accelerated economy.
• Responsible for supporting Financial Advisor lead generation and sales force automation systems.