SUMMARY:

• Solutions - oriented Business Analyst with 15 years of experience in the Mortgage industry which includes financial modeling & analysis, systems analysis, data analysis, end-user, reviewing software defects, UAT testing, deal costing and securitizations.
• Well versed with SDLC, Waterfall and Agile methodologies.
• Established record of excellent customer service & stakeholder engagement
• Demonstrated capacity to document & implement strategically aligned processes
• Established reputation developing test schedules & strategies
• Provided decision-making data analysis and financial modeling to leadership

SKILL:

• Oracle Hyperion Planning/ BI Tools
• PeopleSoft FMS
• UAT Testing
• PeopleSoft Tester
• Mortgage Accounting
• Account Reconciliation
• Investor Reporting
• Budgeting & Forecasting
• Loss Mitigation
• Remedy, Oracle Hyperion Planning, MS Office Suite (Excel, Word, PowerPoint, Outlook and Access), Visio, PeopleSoft FMS, MS SharePoint, SBO (Serviced by Others), Confidential s Midas System, Clear Quest, FDM, and MAC System, Tableau SQL & Nvision Reporting

WORK EXPERIENCE:

Confidential, McLean, VA

Business Analyst

Responsibilities:

• Responsible for gathering non-technical functional requirements and translate into technical deliverables.
• Write system-level requirements per the selected methodology - functional process models, user stories, software requirement specifications. Partner with IT and Business lead to validate that the solution outcomes meets the business needs.
• Working on reporting and troubleshooting data issues; recommending and implementing resolutions. Manage and execute ad-hoc reporting, dash boarding.
• Participate in enterprise wide data architecture and IT Standards improvement efforts; represent Business Support in strategic partner organization meetings (PeopleSoft 9.2 Upgrade application.
• Identify opportunities to automate work tasks leveraging current suites.
• Define requirements and conduct user testing. Document and/or update processes and procedures. Ensure requirement are thoroughly tested, delivered timely and accurately.
• Act as a direct interface between the business area and key Stakeholders within IT and the Lines of Business.
• Serve as champion and educator for stakeholders unfamiliar with associated practices and technologies
• Provide IT and business partners with information to define.
• Serve as an al resource to help the finance division by providing class room, job aids, WebEx and small workshops.
• Review PeopleSoft v9.2 and provide a fit gap analysis. Provide Production Support
• Perform on PeopleSoft Financials v.9.2 applications.
• Documentation of functional and technical specifications.

Confidential, McLean, VA

Business Analyst

Responsibilities:

• Communicates effectively with business users and assists with developing business requirements.
• Identifies and implements process improvements.
• Keeps end users informed on system changes or enhancements provided ongoing assessments of solutions usage to determine future updates.
• Serves as a subject matter expert within the Change Management team.
• Supports processes and makes recommendations for improvement.
• Demonstrates the ability to understand the business users’ reporting and analytical needs.
• Supports the monthly financial consolidation process, particularly the daily loads and hierarchies from core course systems, as well as forecast and budget processes. Facilitates daily maintenance of Essbase and Planning applications.
• Configures and maintains Oracle Data Integrator integrations between Essbase and ERP applications.
• Maintains and updates security in Shared Services as well as Essbase Reporting and Planning applications.
• Monitors application performance, and identify and communicate issues for resolution.
• Performs database optimization and tuning of Essbase cubes for retrieval and calculation performance.
• Supports end user audience with Hyperion reporting applications and Smart View. Gathering metadata, analyzing to provide timely reviews and ensure the data is validated.
• Provides hands on PeopleSoft testing experiences, performing SIT and UAT testing, experience with PeopleSoft queries and report validation. Interprets business requirements, creates test cases, and validates test results.
• Supports the business area with the development, enhancement, and maintenance of Business Performance Results reports.
• Conducts research and analyzes loan data discrepancy requests received from internal and external customers and record and communicate issues, results, and status.
• Serves as lead role for production execution, application support, execution of controls for monthly G&A close process, quarterly forecast cycles, and annual planning cycle. Develops procedures, reports and presentations.
• Serves as an expert in PeopleSoft modules Expenses, Requisitions, Purchase Orders, Accounts Payable, Accounts Receivable, Asset Management, Project Costing, General Ledger, Cash Management, Cash Flow Forecasting, Credit Loss Accounting System, Chartfield Request Automation, and Accounts Reconciliation Management Reporting, SPRO. Supports end user audience with Hyperion reporting applications and Smart View.

Confidential, Washington, DC

Business Analyst

Responsibilities:

• Gathered stakeholder design requirements.
• Reviewed UAT test plans, created RTMs, and created test cases/test scripts and defects.
• Coordinated with Project Manager to identify business requirements.
• Created process specifications and coordinated with project team to ensure that deliverables were met on schedule.
• Coordinated UAT test execution activities including tracking defects and reporting any issues/risks.
• Created and maintained baseline procedures and process mapping for all initiatives.
• Performed PeopleSoft upgrade testing.
• Developed test cases, and provided weekly status reports to leadership team & project leads on any findings or “shake out” issues. Supported unit staff as needed.
• Conferred with trading desk regarding pending transactions or transfer of funds, including larger transactions.
• Developed instructions for fund wire transfers & monitoring of wiring activities.
• Served as Inquiry liaison to banks, trading desks, audit and treasury.

Confidential, Bethesda, MD

Business Analyst

Responsibilities:

• Supported business segment goals by performing day-to-day transaction processing and servicing related production activities for the Bond Credit Enhancement product.
• Processed monthly reporting & remitting activity.
• Processed trustee activities on the Strategy system, reconciling cash activities.
• Prepared month-end accounting journal entries for bond redemption and fee related activities and generated ad hoc reports as determined by departmental needs.
• Built rapport with internal and external stakeholders to elicit their business concerns and collaborated with management on crafting workable solutions.
• Analyzed business processes and systems by identifying efficiencies and needed controls.
• Documented procedures for tracking and utilizing MIS and key performance indicators.
• Planned and developed new products and programs.
• Conducted new product feasibility studies.

Confidential, Bethesda, MD

Business Analyst/Tester

Responsibilities:

• Worked in collaboration with various areas of Confidential identifying and preparing project plans and management reports. Supported eServicing system enhancement and development initiatives.
• Prepared written test scripts, test cases, developed test plans, created test conditions which generated expected results. Built test database for internal & external users. Updated eServicing user guide.
• Developed underlying business requirements that “drove” Laser system and acceptance testing and the associated downstream impacts that any changes from Mast/Mist systems.
• Provided input into ongoing eServicing system design by utilizing established system test methodologies and standards.
• Provided to all internal and external Confidential customers on the new eServicing enhancements.

Confidential, Arlington, VA

Financial Analyst

Responsibilities:

• Analyzed Servicer’s financial accounts and loan data to ensure accurate and timely reporting.
• Performed loan funding interface functions. (Exporting new purchases from the Loans Front End database and uploading to the SBO 2000 Financial Accounting System).
• Ensured GL principal proceed accounts are reconciled prior to upload.
• Analyzed and reconciled funding adjustments due to pricing to the SBO 2000 Financial Accounting System that included premium and discount adjustments.
• Performed E* Confidential ’s loan sale verifications and uploads ( Confidential and Confidential Swaps).
• Implemented and updated accounting function procedures that focused on complex mortgage securitizations, Servicer remittances, and loan portfolio reconciliation’s.
• Managed complex portfolio of CRA (Community Reinvestment Act) loans. Analyzed investor cash accounts.
• Monitored performance and served as a liaison between business areas and management to resolve financial issues.
• Served as Team lead for new employees & contractors on Portfolio Administration and Accounting policies and procedures.
• Developed system queries to track accounting transactions and loan financial data for internal and external audits.

Confidential, McLean, VA

Portfolio Analyst

Responsibilities:

• Developed action plan procedures which monitored the Servicer’s credit risk.
• Reduced Investor’s account cash flow shortages to ensure overall Tier 1 rating for Investor Reporting.
• Analyzed Servicer’s complex financial accounts, forecasted and analyzed cash position and managed loan data to ensure accurate and timely reporting.
• Managed Performing Loans SCRA (Soldiers and Sailors Civil Relief Act) functions to ensure accurate and timely data received from Servicers. Reviewed and analyzed data for accuracy and compliance with terms of business.
• Managed flow of loan data to attest to monthly figures to ensure accuracy and compliance with Mortgage Sourcing Operations Redesign initiatives (close the books process) performed complex loan product functions (bi-weekly and credit flex) to ensure.
• Managed complex Investor accounts with 50,000+ loans.
• Increased tier performance for Investors with below plan ratings resulting in 20% more loans being sold to Confidential .