SUMMARY:

• Proven ability in understanding and implementing business processes in the financial services (Mutual funds, Annuities, Cash Management) and insurance industries.
• Excellent interpersonal, written and oral communication and organizational skills.
• Strong contributor in complex projects involving cross-functional teams.
• Extensive expertise in defining and implementing business processes for IT and business applications
• Documenting and aligning business and user requirements
• Translating business requirements into functional and high level technical specifications
• All aspects of QA and functional coverage analysis, User Acceptance, release, and deployment cycles.

WORK EXPERIENCE:
Confidential, 09/08 - Present
Business Analyst Plano, TX.

• Gathered business requirements and developed detailed functional requirements for a new company website.
• Developed test plans/cases and conducted testing of the application.
• Tracked and documented system problems.
• Provide on-going support to the business users with updating published materials and system enhancements.

Confidential, 09/06 - 07/07
Business Analyst Philadelphia, PA.

• Developed functional requirements for a new loss calculator application.
• Led internal resources determining assignments, monitored results and provided direction for completion of assigned tasks.
• Analyzed, documented, tracked, and reported system problems.
• Developed estimates and specifications for system enhancements and reported problems. Tested and implemented system enhancements and problem resolutions. Provided temporary manual solutions to business users for system problems.
• Developed and executed test matrices and test cases for software testing of functionality and compliance prior to releasing to the business users.
• Assisted in preparation of detailed IT project plans for project tasks and time estimates.

Confidential, 10/05 - 04/06
Business Analyst Malvern, PA.

• Gathered functional requirements from business users and executive Management for a comprehensive billing system conversion which included new enhancements from a Microsoft platform to a Java platform.
• Documented detailed functional requirements, developed screen mockups, sequence diagrams, and a training manual for Lockwood's billing system conversion.
• Lead the functional requirements review meetings with the Development and QA teams.
• Responsible for production support issues related to Lockwood's billing system by means of research, analysis, testing and documentation.
• Lead project status meetings with the Development and QA teams and end users.
• Provided ad hoc reports to executive Management using SQL query against billing data.

Confidential, 09/04 - 03/05
Project/Business Analyst Boston, MA.

• Worked with business and technical partners and project team to identify and report project issues, action items, and perform analysis as needed to drive towards timely solutions.
• Tracked Action Items and Project Issues with extended team; perform necessary follow-ups (scheduling meetings, updating issues with team/on TPOWeb, etc).
• Managed and updated the project workplan using MS Project.
• Provided assistance to Project Manager in building detailed MS Project workplan.
• Updated workplan weekly to track current project status and progress to plan for project deliverables.
• Assisted in preparing project deliverables required for the Transition Program Office.
• Responsible for Monthly PCM submissions (project financials), customer/associate impact updates and milestone updates to web based management tool.
• Developed agendas and tracked/published meeting notes and action items from various project workgroup meetings.
• Ensured that project decisions, issues, etc were communicated quickly and effectively to extended team.
• Managed and updated the project on the web-based management tool.

Confidential, 02/03 - 09/04
Business Analyst Webster, MA.

• Responsible for support of business areas by means of research, analysis, testing, documentation and training of large and complex systems and procedures.
• Participated in the decision making process with the unit supervisor as well as on project teams and made recommendations to effect change.
• Conducted research on current procedures and perform workflow analysis, create workflow diagrams, and made recommendations for process re-engineering.
• Consulted with Database Administration, Information Security, Technical Services and the business areas, provided technical and business guidance to assist in decision-making.
• Reviewed/evaluated vendor software packages to meet established business needs; conducted Cost/Benefit analysis; assisted with contract negotiations and maintenance agreements.
• Conducted sessions with end users to understand business needs and translated them into detailed system requirements, including analysis of impact on existing systems and procedures.
• Developed, documented and executed test plans and user acceptance criteria to ensure fulfillment of requirements and successful project implementation.
• Prepared user reference/training materials and conducted formal training.
• Acted as a resource for business and procedural information.
• Developed reports using Showcase query and AS/400 Database Utility tools.
• Created project plans, estimates, schedules, and status reports and track resource/development progress.
• Understanding of the business and technical elements of the insurance industry.

Confidential, 03/02 - 01/03
Lead Business Analyst
Project: Investors Bank & Trust Boston, MA.

• Met fund accounting cash reporting requirements for the Treasury Desk while building the foundation for a strategic, enterprise wide cash solution that will be extendible to future cash reporting needs.
• Worked extensively with key business sponsors and users to define comprehensive functional requirements for the user interface and the accompanying business logic.
• Defined and planned scope and impact of new functionality and enhancements on development and testing efforts.
• As an information architect worked with the requirement documents and the technical team to identify and define User Flows and accompanying data structures.
• Facilitated meetings and presented Systems Requirements Document to business managers as well as technical members of the team.
• Supported project throughout all stages of the software development lifecycle including planning, design, review, testing and debugging of the application.
• Generated queries in Oracle (TOAD) to verify test data and results.
• Helped define the overall QA plans, test harnesses and worked with technical team in populating Oracle databases and priming business rules with test data.
• Client Server application using Oracle and Powerbuilder.

Project: Tribiosys Cambridge, MA.

• Strategic and business process reengineering with Tribiosys' clients to leverage the benefits of the emerging bio-informatics industry.
• Defined drug discovery processes in accordance with new FDA regulations (21 CFR Part 11).
• Facilitated workshops with the executive sponsors.
• Developed detailed functional specs, process flows, and interaction diagrams, and coordinating efforts with the technical team.
• Acted as an Information Architect and designed workflows using MS Access forms and VB Script.

Confidential, 05/01 - 02/02
Lead Business Analyst Boston, MA.

• Managed an Annuities Policy Management System and a data processing utility to process internal and external data into internal data warehouse.
• Worked with business users and management to define functional requirements for major system and application enhancements.
• Conducted impact analysis of various initiatives to related applications.
• Coordinated all business requirements and development processes with Technical leads. Support the development processes and provide assistance as required.
• Coordinated Quality Assurance and functional coverage tasks between project, technical, and QA teams within Manulife.
• Provided frequent and effective communication of project status/issues with appropriate escalation and prioritization.
• Created and reviewed test plans and test scripts. Executed functional and regression test scripts to validate system enhancements. Established the user acceptance criteria and coordinated execution of UAT testing to ensure the completeness and accuracy of development process.
• Identified and recommended staff training needs in response to process changes or new product/system implementations.
• Worked with the systems, training, and operations personnel to define and prepare implementation needs: Procedural updates, training classes, and systems documentation prior to project release.
• Assumed the role of technical expert responsible for developing and guiding more junior team members.
• Generated SQL queries and scripts to identify/update/delete records in Development and Production regions.

Confidential, 08/00 - 04/01
Business/Functional Analyst Boston, MA.
Projects: INTO NETWORKS, FLEET Bank (Galaxy Funds)

• A highly available, customizable, and personalized foundation platform for extranet and e-commerce solution for "Software On Demand" services over broadband using distributed tools and technologies like - Weblogic Application Server, XML, JSP and Content Management System. This platform would be licensed to several Business Service Providers (BSP's).
• Functional requirement definition and feasibility study; continuous monitoring and traceability of functionality coverage and adherence to use cases.
• Developed and executed in-depth test plans, test scripts, functional and design specifications. Worked with creative developers and information architects to ensure consistency with design.
• User Acceptance Testing (UAT) - Defined criteria governing UAT. Coordinated and performed system, usability, and user acceptance testing of final application.
• Knowledge Transfer and User documentation - Provided training and supported client during alpha, beta, and production rollouts.
• Coordinated development of mock-ups and prototype and ensured they reflect user requirements.
• Assisted with translation of analysis documentation (functional/non-functional requirements, use cases, UML (activity & sequence diagrams) to technical design (object model, data model, and technical architecture).
• Managed scopecollaboratively over the course of the project and benchmarked progress against project plan.

Confidential, 07/98 - 08/00
IT Consultant, Operations & Systems Risk Management Boston, MA.
Projects include: BANKBOSTON, FIDELITY INVESTMENTS, STATE STREET BANK, and CVS.

• Integral part of teams managing control procedures for clients in financial services and retail industry. Worked extensively with cross-functional teams and senior client executives in identifying, analysing, testing, and recommending adequate control procedures.
• Led information-gathering interviews on IT operations with client representatives, from technical staff to client executives.
• Documented controls, identified risks and effectiveness of controls for various environments such as AS/400, Mainframe, and NT for Information systems organization, program change control procedures, physical security encompassing the data centre and key computing resources, operational policies and procedures, and job scheduling and restart/recovery guidelines.
• Developed data flow diagrams of business processes to systems and associated financial transactions.
• Developed technically accurate security policies and procedures on multiple platforms (e.g. UNIX, Novell).
• Conducted and planned independent pricing projects with financial research tools such as Bloomberg and maintained the central pricing workstation.

TECHNICAL SKILLS:
OPERATING SYSTEMS: MS-DOS, MS-WINDOWS (95 / NT), UNIX, AS/400.
SOFTWARE: MS Office, Lotus Notes, Visio, Adobe Photoshop, TestDirector, MS Project, Showcase Query, Niku Project, Star Team
LANGUAGES: C, Java, HTML, Pascal.
DATABASES: MS Access, SQL Server, Oracle.

EDUCATION:

Masters in Business Administration June 1998
Majors: Management Information Systems (MIS) & Accounting

Bachelor of Art
Major: Business Management
Minor: Economics