SUMMARY:

I am a seasoned project manager, senior business analyst and business systems analyst, skilled in all phases of the system development lifecycle (waterfall and agile). I specialize in supporting projects and production support for financial services and investment management firms. I use research and analysis to ensure delivery of quality system processing. I am able to build effective partnerships within project teams to achieve project goals.

EXPERIENCED IN THE AREAS OF:

• Compliance regulatory documentation
• Investment Management / Asset Management Performance Calculation
• Mutual Funds/Transfer Agent
• Securities Lending
• Collaboration Tools (Documentum, SharePoint, Slack)
• Data Governance (Informatica Metadata Manager
• College Instructor & User Training
• Structured Query Language (SQL Relational Databases (Oracle, Sybase, MS Access)), IBM Netezza
• Data Analysis
• Business and Functional Requirements writing
• Software Testing (traceability, SIT, UAT)Application Platforms including servers, mainframe and web - based
• Business process diagramming using Visio
• Business Intelligence
• Web Browser Testing
• Long-Term Care Insurance

PROFESSIONAL EXPERIENCE:

Confidential

Lead business analyst

Responsibilities:

• Worked with project managers to document workstreams
• Ensured the completeness and quality of documentation for assigned system applications
• Collaborated with technology teams to report and track resolution to application specific issues
• Planned and facilitated meetings with technical project managers

Confidential

Responsibilities:

• In this role I worked with business and technology groups to identify file descriptions and layouts for ingesting data into the corporate Confidential .
• I was responsible for translating this information into business requirements and testing results tracked in HP ALM (Application Lifecycle Management) / Quality Center.

Confidential

Intern

Responsibilities:

• Responsibilities include creating content management data for archive documents.

Confidential

Business Systems Analyst

Responsibilities:

• Work with technology to identify and verify data mapping. Includes reviewing load procedures and stored procedures
• Identify and document data gaps in the destination environment by file comparison, code review and Metadata Manager data governance review
• Compose functional requirements for the technical teams
• Prototype queries in the destination environment to support migrating consumer feeds
• Query tools used: Netezza, Oracle SQL Developer, TOAD for Sybase

Confidential, Waltham, MA

Senior Business Analyst

Responsibilities:

• Worked with technology and the business to identify and document processing requirements
• Gathered data and compiled field mapping documentation
• Prepared data mapping and flow diagrams for current and proposed processing
• Developed operational procedures for users

Confidential, Boston, MA

Project Manager, Senior Business Analyst, Senior Systems Analyst, Senior Quality Assurance Engineer

Responsibilities:

• Performance calculation by investment model
• Custom benchmark (proprietary and public) calculation using the client’s performance data
• Utilization of the appropriate benchmark, such as S&P and other industry standards, for each client
• Calculation accuracy for blended benchmarks when clients change their investment model
• Performed al of the tasks defined above
• Prototyped processing using a combination of SQL queries and Excel
• Utilized SQL query tools as needed to assist in requirement definition
• Developed user acceptance test plans, coordinating this phase of projects with the users and participating in the testing as needed
• Performed data and gap analysis by creating/running/analyzing queries using Oracle (TOAD and SQL Navigator), Sybase (Rapid SQL) and MS Access
• Developed MS Excel ‘calculation templates’ that replicated Sybase and Oracle calculation engine processing for both testing and business production support
• Prepared data mapping and flow diagrams for current and proposed processing using Visio
• Developed user documentation and provided training to the business users as needed
• Re-engineered business owned MS Access SQL queries and databases used for fund asset tracking
• Validated UI displayed data to corresponding database field values using SQL queries.
• Participated in the System Integrated Testing (SIT) phase of a web browser user interface (UI) project. For this Agile methodology project, I defined and executed test cases utilizing many of the most widely used browsers

Confidential, Wellesley, MA

Business Analyst

Responsibilities:

• Worked with technology and the business Underwriting and Nursing staff to determine and document processing requirements to comply with insurance regulations
• Supported project managers by coordinating and facilitating the requirements gathering and testing phases using System Development Methodology (SDM)
• Developed test cases that mapped back to specifications to fulfill traceability requirements, and worked with the QA team to instruct them in the purpose and usage of the new processing
• Executed test cases to support the QA teams as needed

Confidential, Boston, MA

Business Analyst

Responsibilities:

• Developed test cases that mapped back to specifications to fulfill traceability requirements in support of the sales force CRM implementation
• Executed test cases as needed to ensure timely and accurate completion of test phases

Confidential

Sole Proprietor / Independent Consultant

Responsibilities:

• Using MS Access SQL and MS Excel, conducted data analysis for reconciliation of construction development costs
• Implemented MS Access database solutions to support tracking project costs and inventories
• Using MS Excel, provided reconciliation services for small businesses

Confidential, Boston, MA

Business Analyst

Responsibilities:

• Using Oracle, Sybase and MS Access SQL, wrote complex queries to support data analysis for identification of gaps from upstream and vendor databases
• Worked with the users, technical staff and other Confidential divisions to prepare business and functional requirements in support of Securities Lending processing
• Built custom user reports using Sybase, Oracle and MS Access SQL for the client services, trading and business operational staffs
• Trained users in writing SQL code