SUMMARY:

• Developed and led a team in a project to automate manual checks.
• The system ensured a 24 - hour turnaround timeline and improved the effectiveness and efficiency of the check processing process.
• I prepared and presented the expected return on investments for the project.
• I facilitated stakeholders’ meetings, elicited and documented requirements to design and develop a process that would systematically produce and update checks and check information on a nightly basis.
• The automated system eliminated processes that required extensive manual intervention, and resulted in a more effective process.
• I managed a project that improved Confidential ’ nightly pricing processes.
• I worked on a system that interfaced State Street Bank’s pricing platforms to the Confidential pricing platform.
• I benched marked best practices and prepared the time-phased budget and cost benefit analysis that was required prior to initiating the project, and developed the requirements documentations.
• I collaborated with software developers and system engineers to design and develop system-based solutions that aligned with the organizational goals.
• I developed and oversaw the testing and implementation phases.
• The system eliminated the manual process, endless hours of overtime, and resolved persistent pricing errors.

SKILL:

• Project Management
• Business Analysis
• Change Management
• Executive Reporting
• Business Process Modeling
• Use Case Development
• System Development Lifecycle
• Traceability Matrix
• Requirements Elicitation
• Conflict resolution
• Quick learner
• Interviewing skills
• Writing skills
• Analysis skills
• Presentation skills
• Process Development
• Process Improvement
• Auditing
• Reporting
• Dashboard Development
• Spreadsheet Development

PROFESSIONAL EXPERIENCE:

Confidential, Boston

Business Process Analyst

Responsibilities:

• Participated in strategic planning, goals and objectives
• Develop analytics and measurement strategies
• Develop key performance metrics
• Work with management to define and develop proficiency assessment methods
• Identify risks and develop mitigation plan
• Analyze d Confidential to identify skill and knowledge gaps, and validate accuracy
• Collected analyzed and developed statistical d Confidential and monthly management reports
• Prepare presentations and presented to senior management
• Meet with RSMs to recommend improvement strategies based on statistical results
• Developed remedial plan and assisted in development of documents
• Collaborated on development and facilitation of learning sessions

Confidential, Fairfax, VA

Business Analyst

Responsibilities:

• Worked collaboratively in a client facing role to develop a web-based label approval and tracking system
• Participated in JAD sessions to identify business needs and develop solutions
• Worked with cross-functional team to ensure project success in SDLC
• Facilitated interviews and discussions with process owners, SMEs, and end users
• Elicited and captured functional requirements to translate into technical specification designs
• Developed and updated process flow diagrams
• Led use case development process to translate specifications into process capabilities
• Prepared requirements document, gap analysis, risk analysis, current and future state analysis, and traceability matrix
• Maintained action items, issues log, and project plan, coordinated agenda, and scheduling

Confidential, Hingham, MA

Operations Compliance Auditor

Responsibilities:

• Developed audit scope, plans, and schedules.
• Conducted interviews, identified, documented and monitored findings
• Prepared audit reports for various internal audits, and ensure timely resolutions of non- compliances
• Develop and maintain internal controls
• Successfully prepared the organization for external assessment and ISO
• Served as expert in front of external BSI auditors and ISO body
• Ensured compliance and identified effectiveness of quality management systems
• Identified and assessed trends and risk exposure, and prepared audit reports
• Co-wrote all documents to support clients Quality Management Systems
• Assisted leadership with Policy interpretation,, enforcement, and led client’s quarterly QMS meetings
• Conducted internal audits to determine compliance to the guidelines established by the ISO 9001:2000 standards
• Supported QMS compliance with Centers for Medicaid and Medicare Services (CMS) regulations, policies and procedures
• Assisted in Quality Management Reviews

Confidential, Hingham, MA

Business Process Analyst

Responsibilities:

• Interviewed end users and process owners to develop processes consistent with operational goals
• Elicited requirements and developed requirement documentation
• Developed process flows for business units and co-wrote documents to support quality management systems
• Developed and implemented action plans to address non-conformances and manage risk
• Collected and analyzed decision making d Confidential, including charts and graphs, for senior management
• Conducted root cause analysis, comparative analysis, trend analysis, and cost benefit analysis
• Coordinated process improvement and quality improvement initiatives to meet required Confidential
• Organized change management efforts to strengthen internal controls
• Maintained action items, issues log, project plan, status reports, and coordinated agenda
• Developed metrics and dashboards to measure and track operational risks
• Prepared monthly executive recommendations and presentations
• Provided ongoing business support and analyses for operational areas

Confidential, Boston, MA

Senior Financial Control Analyst

Responsibilities:

• Oversaw all dividend functions for all mutual fund classes, closed-end, and institutional funds
• Responsible for all mutual and closed-end funds performance tracking and reporting
• Ensured a consistent rate of return on all money market, fixed income, bond, and municipal bond funds
• Monitored and troubleshoot activities for all money market, fixed income, bond, and municipal bond fund nightly pricing
• Calculated and reported daily cap-stock activities and reconciled the securities position with custodian
• Posted accruals, adjustments, and prepared for 1099, 1099B, 1042S, and 1099Div tax filings and payments
• Prepared SEC filings and asset and performance reports for the investment management team
• Consolidated and standardized departmental functions
• Reviewed and approved release of shareholders’ statements, Confidential, and Confidential transfers
• Documented departmental job descriptions and procedures and developed user manuals
• Oversaw the release and balancing of all Stock s
• Oversaw Transfer Agent and Registrar functions for the Closed-End segment
• Oversaw trading, confirmation, and distribution for institutional funds
• Develop and maintain internal controls
• Built and maintained internal and external liaisons
• Led special projects for system and process implementations, and coordinated and trained staff
• Spearheaded all system development and improvement projects
• Elicited and Documented requirements for all business unit check system development
• Collaborated with software developers and system engineers for new systems
• Responsible for test plan development and for testing software releases
• Identify and resolve process failures from nightly runs
• Initiated and monitored dividend and capital gains payments and adjustments for Japanese funds
• Acted as liaison to broker dealers, custodian banks, fund treasury, internal and external auditors
• Developed and maintained all distribution reporting
• Developed and reviewed Ad Hoc and P&L reports
• Reviewed and released Corporate Actions and Proxies
• Collaborated with custodian bank to keep trial balances reconciled