Financial Analyst Resume Profile
SUMMARY OF EXPERIENCE:
- Business Process Writer / Analyst with 5 years of experience.
- Proficient in performing financial, risk and programmatic analysis on grant proposals and business operations for small companies mostly non-profits .
- Adept in analyzing business proposals and evaluating their operational/financial soundness.
- Experience in designing business solutions which increased revenue and operating efficiencies in a dynamic and competitive industry.
- Experience in documenting financial services and other business operation processes for training, auditing and reorganization purposes.
- Detailed research involving CFRs, Federal Register, U.S. Code and Administrative Regulations
- Advanced understanding of CMS requirements for CALT deliverables supporting State ACA implementation efforts.
TECHNICAL SKILLS
- Hardware/Software: Microsoft Office Suite Word, Excel, Access, PowerPoint , WordPerfect for Windows NT, SGML Coding for CD-ROMS SharePoint, DM Hummingbird and other document management software, Photoshop, Basic Unix, Snagit, Visio, Adobe Professional
- Project Management: Project Management and budget/accounting basics, MS Project Levels 1/ 2
- Financial/Accounting Systems: PRISM, DELPHI, Oracle General Ledger and other banking software
- Other: Government Grants/Financial Management, Internet, PeopleSoft, Lotus Notes, GovTrip, SAS JMP
- Training/Experience: Training as Systems Administrator for a Records Management Tracking System, 4 semesters of training and experience in writing SPSS programs
CURRENT POSITION
Business Analyst / Technical Writer
Confidential
- Implementation of Confidential to State Department of Human Services and Federal Centers for Medicare and Medicaid Services CMS standards and guidelines. Work for Project Management Office PMO Team in a consulting role as a Business Analyst / Technical Writer. Collaborate with Project Stakeholders to complete PMO deliverables that include: Quality Management Plan / Change Management Plan / Concept of Operations Plan, Disaster Recovery Plan, Operations Manual, Incident Management and Cost Allocation Plan.
- Worked with various internal teams including Quality Assurance Managers, the PMO Director and the CALT Deliverables Manager and other SMEs to create business and technical project artifacts that were used internally by the project team, executive management, agency staff and/or externally by vendors, CMS or other stakeholders.
- Provided recommendations on deliverables to be produced as a result of analysis/design discussions
- Worked with technical staff to make deliverables easy to understand
- Organized and wrote supporting documents when needed
- Created checklists, visio diagrams and related forms that would be used by project staff.
- Revised and extensively reworked documents as required to reflect development and process changes
- Learned user-facing aspects of Curam, the COTS product that is used for state Eligibility and Enrollment Framework specifically dealing with Call Centers and Incident Management.
- Project Coordinator Tasks
- Provide support to quality, change and risk managers
- Review change and risk artifacts for quality and compliance
- Prepare meeting agendas and draft reports
- Facilitate and mediate quality, change and risk meetings
- Created quality management metrics that could support internal and external audit activities for Quality Assurance Team and PMO Director
PROFESSIONAL EXPERIENCE
Freelance Research Analyst and Technical Writer Roles
- Provided a detailed survey of loan guarantee and export financing practices throughout Federal Government in response to a Congressional Request.
- Research and interpret relevant regulatory, executive and congressional documents
- Write brief summaries of findings for applicable government divisions
- Regulatory documentation for large, international healthcare diagnostics manufacturer
Confidential
Business Analyst / Technical Writer
- Interview SMEs within a mid-size clinical division to create and/or complete the following documents and procedures:
- Contingency Plan / Disaster Recovery Plan
- Business Impact Assessment
- Service Level Agreements Internal and Vendor
- Staff Memos and Training Documents
- Standard Operating Procedures for the use of IT Applications
Confidential
Financial Analyst / Technical Writer
- Interviewed key staff and managers to document their roles, responsibilities, procedures and processes
- Create training documents and standard operating procedures for financial and human resource processes including procurement, official travel, recruitment
- Worked with team to identify process gaps and make recommendations on policy and process improvements in procurement procedures
- Presented Standard Operating Procedures, Reference Materials and Training Documents to Management and Staff
- Learned user-facing aspects of PRISM, the COTS product that is used to deliver USDOT'S procurement system.
Confidential
Analyst / Technical Writer Short term Contract
- Interviewed key client services staff and managers to document their roles, responsibilities, procedures and processes
- Worked with team to identify process gaps and make recommendations on policy and process improvements in logistics and provisioning
- Presented a final report to Management
Confidential
Analyst / Technical Writer
- Facilitate labor negotiations through rapid response note taking, technical writing and research
- Research and write on Fair Labor Standards Act as applicable to Government Accountability Office employees
- Participate in GAO staff interviews regarding human resource issues
- Created an architecture and archived all related documents and products created by research team into a document management system
Confidential
Analyst / Technical Writer
- Document processes and standard operating procedures SOPs that involve or affect Security Operations Center SOC personnel
- Interview SOC personnel and other FCC staff as necessary to create SOPs that are reviewed by Security Officer, OIG, Legal Counsel and other involved divisions
- Design and produce 150 page SOP manual for a broad audience that includes topics ranging from conducting personnel investigations to workplace violence.
Confidential
Budget Analyst / Technical Writer
- Prepared and recorded information for NIH data calls on various medical issues
- Daily legislative summaries when Congress is in session
- Perform analysis of appropriations bills and other legislation that will directly impact NIH funding or operations for Branch Chief and Associate Director of Budget
- Document processes and standard operating procedures that involve or affect the Budget Reporting and Legislative Branch BRLB , Office of Budget
Confidential
Business Analyst/Technical Writer
- Document processes and standard operating procedures that involve or affect Production Services including SDLC for new file transfer product
- Learn file transfer delivery methods for financial and personal data including encryption and other security matters
- Interview subject matter experts on topics such as password security and enrollment/engagement processes
- Become familiar with UNIX applications and languages.
- Document best practices for technology processes
Confidential
Business Analyst/Technical Writer
- Designed and updated software application user help guides using business and functional requirements.
- Wrote unit and User Acceptance Tests for in-house and COTS software applications in various stages of SDLC
- Developed and analyzed business Use Cases which accompanied the functional requirements for new software applications
- Created evaluation surveys for print and online use
- Provided critical analysis and reports on software applications and user requirements upon request.
- Created training materials for a variety of applications.
- Created and updated IT policies and standard operating procedures SOPs
Confidential
Business Analyst/Technical Writer
- Interviewed key business staff and managers to document their roles, responsibilities, and company processes.
- Developed process flows and chart core business operations.
- Used Sarbanes-Oxley and other auditing standards and frameworks i.e. COBIT and COSO to outline risk management gaps in financial services operations.
- Worked with team to develop descriptive documentation of company processes and controls.
Confidential
Senior Technical Writer
- Worked under very tight deadlines.
- Setup appointments with key managers and staff. Interviewed them on their expertise and application of SOX and Enterprise guidelines for specific IT procedures.
- Drafted a report which included interview findings and assessments of each selected business area's readiness for SOX testing for management review.
- Responsible for other SOX related duties as assigned.
- Planned and completed procedure assurance activities to garner feedback from key Single Family managers, as well as to gauge how prepared their business area was for SOX testing of IT procedures.
Confidential
SOX Tester /Technical Writer
- Tested SOX controls for financial functions to include annual report footnotes, asset review, payroll/judgments and estimates.
- Wrote technical documentation regarding SOX controls.
- Reviewed financial process controls and provided precise documentation to prove the process has been adequately tested.
- Provided evidence to the Service Leader and Audit Services Manager if there were exceptions so further action could take place.
- Worked with the division managers to complete SOX testing and interacted with other high level bank staff on a regular basis.
Confidential
Analyst
- Served as a liaison between Confidential and the vendors who managed unemployment claims for former employees.
- Provided statistical data, worked on special projects and attended high-level meetings as required.
Credit Card Payments Research
- Assigned electronic credit card payments which had been rejected by the payment processing system Vector by date or type.
- Validated the account numbers found by researching rejected item data in a number of databases including Vector, FDR, Eclipse, FastData, MetaVante Reports and Spoolweb.
- Verified the correct Information was posted using Vector and the customer was credited with the electronic payment.
- Wrote technical documentation regarding the Credit Card Processing System.
Projects/Grants Manager/Business
Confidential
- Served as the Regional H-1B Grants Team Leader.
- Created and presented PowerPoint presentations on organizational management and workforce development strategies.
- Responsible for writing and editing agency publications.
- Developed training materials for local government boards and other stakeholders.
- Wrote technical manuals, training courses, lesson plans, operating procedures and user manuals.
- Participated on workforce development panels.
- Provided training seminars for workforce professionals.
- Led career strategies workshops for high tech workers.
- Served as a National H-1B Grants Review Panelist in 2002 and 2004.
- Co-hosted the 2003 Labor Market Information Regional Conference.
- Provided workforce development, grants management 18- 20 million and technical assistance to grant service providers, high tech occupations and workforce legislation/policies.
Program Analyst/Technical Writer
Confidential
- Experience in representing the policy office to include budgetary and regulatory analysis in the following areas: Education and training/workforce development, women's employment issues, disadvantaged youth training/employment and high technology workforce development.
- Provided proofreading and editorial comments for future work, a DOL publication.
- Wrote user training manuals, technical documents and user education manuals.
- Served as the primary author for the youth unemployment issues white paper.
- Worked as the DOL Staff Liaison for the Congressional 21st Century Workforce Commission.
- Drafted several key Commission briefing papers.
- Traveled to 5 cities with the Commission to record and facilitate field hearings.
- Served as a primary editor of the Commission's final report.
- Experience as the Primary Editor and Writer for the Commission's Best Practices Handbook.
