Summary

• Over 20 years of project management, business and process analysis, and systems and product development experience in financial services and telecommunications with focus on product implementations, business process and workflow analysis, and application development
• Proven ability to combine big-picture and detailed expertise to implement time critical work efforts, utilizing extensive project management abilities, proven analysis techniques, and strong communications skills
• Highly skilled in the application of technologies to solve product and business information needs throughout the solution development life cycle

Professional Experience

Consulting Experience 1999 - Present

Confidential, 2007 - 2011
Business Analyst

• Analyzed and documented business requirements and functional specifications for six major legacy efforts in support of enterprise-wide initiative to implement a comprehensive vendor-supplied replacement system. All deliverables produced successfully and on schedule, including four behind-schedule at assignment
• Documented interface with new electronic claims drop zone and vendor-based claims OCR capture and repair system to ensure legacy processing continued successfully
• Coordinated with business representatives to ensure business priorities were understood and represented in legacy production as enterprise moved to replacement system

Confidential, 2005 - 2007
Project Manager

• Managed infrastructure projects including installation of hardware, middleware, and network for multiple web applications, implementation of Database tools, evaluation of Data Warehouse options and Telephone Expense Management software; implementation of Systems Engineering Metrics and Reference Architecture, security testing of both application and infrastructure for multiple web-based applications, and evaluation of security options for backup media

Confidential, 2004 - 2005
Business Analyst / Project Manager

• Developed strategy, requirements, and cases and managed business testing for six major efforts, delivering all successfully and on schedule, including three significantly behind schedule at assignment
• Managed testing of major product pricing initiative, including very large "One-off" customers

Confidential, 2002 - 2003
Business Analyst

• Defined processes for distributed software development and testing for offshore stakeholders
• Led teams of regional and systems subject matter experts to agree needs, constraints and process solution

Confidential, 2000 - 2001
Business Analyst

• Led major remediation project for billing of telecommunications company's products
• Planned and managed implementation of remedial actions; provided comprehensive reporting to upper management
• Developed and implemented Request For Proposal (RFP) process for Customer Care

Confidential, 1999 - 2000
Business Analyst

• Identified/defined business security requirements for five internet products for the new Wells Fargo wholesale portal
• Defined enrollment workflow requirements and prototyped internet pages from requirements
• Tested and initiated use of new tool (Rational RequisitePro) for group

Project Manager

• Oversight of effectiveness of Y2K testing, change control, and audit management for Wells Fargo credit lines of business, coordinating business and systems groups; implementing remedial actions to project's change control; developing and executing training to monitor change
• Managed compliance and audit responses, increasing group's rating to commendable

Employment Experience 1987 - 1999

Confidential
Senior Project Manager/Business Analyst 1994-1999
Directed automation efforts and provided internal consulting for Wholesale Bank. Developed, funded, and monitored business cases, developed and tracked comprehensive project plans; managed planning, design, development and testing; coordinated implementation and evaluation; and reported to all levels.

• Project managed workflow management/optical storage development for Money Transfer (MT): developed business and reporting requirements; ordered and installed new hardware; planned, executed tests, and analyzed results, developed user training and documentation, implemented successfully on time, providing significant improvement in department productivity and reducing financial and security risk.
• Directed fax server application for Cash Management Operations, defining standard for data analysis.
• Recruited to direct development and testing of Trust Decision Management System, providing extensive secured analytic reporting to clients and internal business units. Documented design, created after-the-fact data model, and brought discipline to out-of-control work effort
• Developed business and reporting requirements and high-level design of MT and FX Customer Service
• Integrated project planning and reengineered workflow for new major loan accounting system
• Facilitated work teams to improve multiple operational workflows, implemented successfully
• Produced "cutting edge" technology fair for business partners and systems groups
• Participated in multiple division-wide contingency planning, architecture, and hardware/ network studies

Senior Business Automation Project Manager 1991-1994
Managed team of project managers to complete multiple concurrent automation projects for Automated Clearing House and EDI; responsible for overall development and monitoring of business proposals, reporting status to senior management

• Project managed comprehensive ACH systems replacement project, including move to Tandem
• Managed EDI systems replacement project, expanding to more competitive product
• Managed merger of Security Pacific ACH and EDI businesses, testing extensively in both banks to convert 2500 corporate customers in 6 months and 4+ million retail customers in 12 months
• Participated in multiple BASE-wide task forces evaluating systems architecture, security and telecommunications requirements, and support of potential products

System Manager 1987-1991
Managed systems development and testing for Global Payments Services and Trust Division

• Brought in to develop comprehensive replacement strategy for ACH; developed first of seven strategic phases using process design, provided first on-line application to business.
• Managed development of ACH "Stops" processing, yielding additional fee revenue of $5MM+/year
• Developed ACH "Credit Risk" processing in 6 months (original estimate of 13 months)
• Installed Bank's first EDI application, positioning Bank as EDI provider
• Trust Systems (MasterNet) - Recruited to clean-up project after bank recognition of project failure. Successfully completed software development, hardware upgrades, testing, and production of end-of-year statements and regulatory reporting accurately and on schedule, despite resistance from vendor and lack of regulatory reporting requirements

Other Work Experience Prior

Confidential, Manager of Systems Analysis
Led analysis and design of major development efforts: developed, funded and monitored proposals and business cases; reported project and financial status to senior management

• Developed comprehensive design to replace 18 separate Accounts Receivable systems
• Commercial Lines systems replacement: analyzed existing automated and manual commercial lines systems, recommended improvements and automation, developed requirements and systems solution

Confidential, Systems Manager/Senior Technical Consultant

• Project managed On-line Account Processing (APO) used by ATM, Branch Teller, Home Banking, and POS applications and TPF Stand-in for ATMs
• Led design/development/testing of APO and Check Processing

Various Companies

• In the financial services, insurance and government sectors held Programmer, Project Analyst, Systems and Project Manager positions for Check Processing, ACH, Treasury Tax & Loan, Wire Transfer Operations, and Financial Information Systems
• Originated first comprehensive capture and reporting of check processing statistics and the first automated Sort Pattern Generator
• Teacher of Mathematics

Education

B.A, Mathematics
Graduate Studies in Mathematics