We provide IT Staff Augmentation Services!

Product Owner/business Analyst Resume

Charlotte, NC

PROFILE:

  • A results - oriented and highly adaptable Senior Business Analyst with a strong background in financial services and banking.
  • I have experience planning and executing testing; authoring, delivering, and supporting training on a wide variety of products and applications with various teams and audiences in the financial and banking industries.
  • I have proven analytical, organizational and problem-solving skills and excellent oral and written communication skills.
  • Highly reliable, flexible, and capable of working in pressure sensitive environments. I am geared to work in both a team-oriented environment or independently.
  • Proven track record of achieving targeted goals.
  • Financial - Brokerage - Retirement Planning - Business Banking - Risk Management - Compliance Management
  • Technical Project Management - Business Analysis - e-COMM - Regulatory Response Management - SDLC - DMAIC - Lean Sigma - Scrum Master - SAFe Certified

TECHNICAL EXPERIENCE:

Reporting Tools: Service Now, Clarity, Open Workbench, Report Engine

Testing Tools: QTP, Star Team, Quality Center, VersionOne, JIRA

Applications: All MS Office applications 2010 and earlier, MAC, OMNI Manager, Siebel CRM, PeopleSoft, SQL Queries

Trading Systems: Ibbotson, Naviplan

PROFESSIONAL EXPERIENCE:

Confidential, Charlotte. NC

Product Owner/Business Analyst

Responsibilities:

  • Defined strategy for technical solutions
  • Gathered requirements, and developed functional designs
  • Drove and participated in design, development and implementation of new applications
  • Worked closely with Product Owners to ensure Epics, Features and Stories were accurately defined in JIRA
  • Groomed features and stories with the team to insure clarity for development and testing teammates
  • Created Epics and Stories for the development team

Confidential, Charlotte. NC

Sr. Business Analyst / Scrum Master/Product Owner

Responsibilities:

  • Defined strategy for technical solutions
  • Worked with Systems Architects to define and clarify project parameters
  • Created Epics and Stories for the development team
  • Gathered requirements, and developed functional designs
  • Drove and participated in design, development and implementation of new applications
  • Worked closely with Product Owners to ensure Epics, Features and Stories were accurately defined in JIRA
  • Groomed features and stories with the team to insure clarity for development and testing teammates
  • Facilitated sprint activities including daily stand ups, retrospectives, sprint reviews, sprint planning, and backlog management
  • Removed impediments for development team
  • Provided training and guidance in agile practices

Confidential, Charlotte. NC

Sr. Solutions Analyst / Scrum Master

Responsibilities:

  • Provided overall project management and lead business analysis for information technology projects that support key business initiatives, and provide upgrades and enhancements to existing strategic applications/systems.
  • Provided weekly communication to varied audiences including technology and line of business executives as well as collaborating with multiple application teams, legal, compliance, and marketing teams.
  • Coordinated JAD sessions with the Line of Business and Technology Teams to gain agreement on requirements as well as project solutions
  • Provided regular management and executive updates for project planning including project timeline, needs and gap analysis, business needs translation into requirements, and updates including evidencing benefits to efficiency during development
  • Collaborated with the Quality Assurance team to define Test plans, performed required testing to ensure adherence to Requirements, triaged defect-related clarifications, and communication between Dev and QA
  • Set up and coordinated pre-Production and post-Production User Acceptance Testing with business users
  • Developed and implemented processes and standards (including best practices) to improve and maintain quality and effectiveness of business analysis function for the team
  • Developed and maintained project materials/documentation including BRDs, FSDs, CRs, CRDs, Wireframes, and risk assessments
  • Created PDFs for State Required Insurance Department filings for 50+ states requiring legal, compliance and marketing review and approval.
  • Provided full documentation and approval for Fat Wire content in a new content management application
  • Assisted with schema development for 40+ application interactions and UI development.

Confidential, Charlotte. NC

Sr. Business Analyst / Scrum Master

Responsibilities:

  • Worked closely with business partners to define strategies for technical solutions,
  • Gathered requirements, and developed functional designs based on the analysis of line of business needs, objectives and existing systems infrastructure.
  • Drove and participated in design, development and implementation of large and complex enterprise wide applications, often using new technologies.
  • Worked closely with developers and testers to ensure requirements and functional designs are translated accurately into working technical designs and that test plans and scripts serve customer needs.
  • Managed project sprint activities including daily stand ups, retrospectives, sprint reviews, sprint planning, and backlog management
  • Worked under minimal supervision on enterprise wide project requiring creative solutions.

Confidential, Charlotte. NC

Sr. Solutions Analyst

Responsibilities:

  • Worked closely with product owners to define strategies for technical solutions,
  • Gathered requirements, and developed functional designs
  • Drove and participated in design, development and implementation of new applications
  • Worked closely with Product Owners to ensure Epics, Features and Stories were accurately defined in JIRA
  • Groomed features and stories with the team to insure clarity for development and testing teammates
  • Facilitated sprint activities including daily stand ups, retrospectives, sprint reviews, sprint planning, and backlog management
  • Worked under minimal supervision on enterprise wide project requiring creative solutions.
  • Worked with multiple scrum teams to align and coordinate application development

Confidential, Charlotte. NC

Sr. Business Analyst

Responsibilities:

  • Translated business needs into technical requirements to ensure all systems support and conform to business needs and specifications. Drove solutions to business process via gap analysis.
  • Held JAD sessions with the Line of Business and Technology Teams to gain agreement on requirements and identified project solutions
  • Provided regular management and executive updates for project planning including project timeline, needs and gap analysis, business needs translation into requirements, and updates including evidencing benefits and efficiency gains in measureable standards.
  • Developed and maintained project materials/documentation including PDDs, BRDs, FSDs, wireframes, and business process diagrams via swim lanes to outline business and system processes
  • Documented IT and User Test plans, performed required testing to ensure adherence to Requirements, triaged defect-related clarifications, and communication between Dev and QA
  • Met all milestones and goals on time and within budget constraints.

Confidential, Charlotte. NC

Sr. Business/Solutions Analyst

Responsibilities:

  • Conducted regular JAD sessions for requirements gathering - translating business needs into business and technical requirements.
  • Acted as a liaison between business units, development teams and vendors, frequently serving in a consultative role balancing the complexities of business requirements against implementation constraints.
  • Provided weekly updates and status reports to project leadership and business executive management teams.
  • Developed and maintained project materials/documentation including PDDs, BRDs, FSDs, wireframes, and business process diagrams via swim lanes to outline current and target state business and system processes
  • Documented IT and User Test plans, performed required testing to ensure adherence to Requirements, triaged defect-related clarifications, and communication between Dev and QA
  • Participated in Lean events to improve processes and efficiency.
  • Met all deadlines and goals on time and within budget constraints.

Confidential, Charlotte. NC

Sr. Financial Advisor /Business Analyst

Responsibilities:

  • Responsible for directing gap analysis, organizing business needs and goals, and documenting requirements and test materials according to SDLC requirements.
  • Provided regular management and executive updates for project planning including project timeline, needs and gap analysis, business needs translation into requirements, and updates including evidencing benefits and efficiency gains in measurable standards.
  • Identified and developed a strategy for increasing sales by over 10%, prepared and tracked the implementation plan, developed and delivered training for licensed financial advisors and management teams, tracked and reported the results to management with success rate and recommendations for improvements.
  • Regularly provided input as a SME and support for test planning and execution for new software and system upgrades.
  • Subject matter expert for regulatory requirements such as Required Minimum Distribution project and the Relationship Building Strategy project

Confidential, Charlotte. NC

Sr. Regulatory Oversight Principal

Responsibilities:

  • Managed oversight of approximately 50 licensed advisors including review of all written and recorded conversation communications with customers for compliance infractions. Documented, tracked and reported on any regulatory infractions and provided guidance and feedback for advisors.
  • As a subject matter expert, provided detailed training and communications to varying audiences including field consultants, Wealth Management Advisors and Executive Management on process and procedures surrounding State and Federal Regulations
  • Created and implemented new company procedures for documentation of advisory sessions to streamline regulatory review processes.

Hire Now