PROFESSIONAL EXPERIENCE:

Confidential, Andrews, SC

Senior Business Analyst/Project Lead

Responsibilities:

• Support ERP, Sales, Engineering, and Commission technologies for rapidly growing manufacturing firm.
• Provide technology support and services encompassing all aspects of sales, engineering manufacturing, operations and finance.
• IT Project Management
• Business Analysis
• Quality Assurance
• ERP
• Sales Technology
• Reporting
• Data Analysis
• Sales Support
• Systems Development Life Cycle/Requirements Lifecycle
• Agile/Scrum
• Interact with end - users, developers, managers, company owners, and various functional teams, requiring strong interpersonal and communications skills.
• Highly capable of managing multiple tasks and shifting priorities.
• Strong analytical and problem abilities.
• Highly motivated to develop creative solutions to business problems and rapidly produce usable results

Software/Technical Skills Used: ABAS ERP, Atlatl Quote Books, Crystal Reports, MySQL, SQL, MS Excel, Visio, MS Access, MS Word, Velocify Lead Manager

Confidential, Charleston, SC

Senior Consultant

Responsibilities:

• Supported a global platform based on CGI’s Momentum software for International Development to efficiently and cost-effectively manage domestic and overseas financial management activities.
• Provided systems integration, consulting services, and operational support for more than 5,000 users in more than 300 posts and missions around the globe.
• IT Project Management
• Business Analysis
• Quality Assurance
• Government Accounting
• Systems Development Life Cycle/Requirements Lifecycle
• Agile
• Business Process Mapping
• Defining Business Rules
• Data Mapping
• Defining Configuration Rules
• Interviewing Key Stakeholders
• Interact with end-users, developers, managers, and various functional teams, requiring strong interpersonal and communications skills.
• Highly capable of managing multiple tasks and shifting priorities.
• Strong analytical and problem abilities.
• Highly motivated to develop creative solutions to business problems and rapidly produce usable results

Software/Technical Skills Used: Momentum Financials, Oracle, SQL, MS Excel, Visio, MS Access, MS Word, SharePoint, HP Quality, Center, HP Quick Test Pro

Confidential, Charleston, SC

Business Analyst/Project Lead - Software Development

Responsibilities:

• Developed designs for new functionality and to improve existing functionality for a direct marketing application. Interacted with the application’s Product Manager, Program Manager, System Architect, Application Developers, Quality Assurance team, and clients to translate Marketing requirements into a usable design.
• Designs included improving existing vendor functionality, adding functionality to capture source analysis rules for direct mail campaigns, and adding direct marketing functionality for sponsorship programs and membership programs.
• Worked with existing clients to document and develop an understanding of their processes and how the direct marketing application is used in a client setting. Documented client concerns captured ideas for new product features and provided suggestions on how to better use the application.
• Worked with the application’s Product Manager to prioritize captured client information for product roadmap.
• Engaged in Enterprise sales pursuits during initial requirements gathering phase.
• Captured direct marketing requirements.
• Worked with the application’s Product Manager to log requirements for prioritization.
• Performed functional Business Analysis Tasks by capturing, analyzing, and documenting business requirements by interviewing key stakeholders to facilitate process improvements and system upgrades.
• IT Project Managment
• Business Analysis
• Direct Marketing
• CRM
• Non-Profit Operations
• Systems Development Life Cycle/Requirements Lifecycle
• Business Process Mapping
• Defining Business Rules
• Data Mapping
• Defining Configuration Rules
• Interviewing Key Stakeholders/Clients
• Interact daily with end-users, developers, managers, and various functional teams, requiring strong interpersonal and communications skills.
• Highly capable of managing multiple tasks and shifting priorities.
• Strong analytical and problem abilities.
• Highly motivated to develop creative solutions to business problems and rapidly produce usable results

Software/Technical Skills Used: Confidential CRM, Confidential Direct Marketing, Confidential Raiser’s Edge, SQL Server Management Studio, SQL, MS Excel, Visio, MS Access, MS Word, SharePoint

Confidential, New York, NY

Technology Project Lead - Investment Banking

Responsibilities:

• Lead project to develop a browser-based, Fixed Income Trade Reporting Application for Capital Markets Group to automate regulatory reporting.
• Analyzed Bloomberg trade data feeds and Pershing settlement files to map data to SQL Server database. Worked with business partners to capture user requirements.
• Designed and developed prototype user interface and reports. Worked closely with off-shore development team to further clarify specifications.
• Developed project plan and reporting project status to Technology and Business management.
• Managed project to install Collateralized Loan Obligation tracking system for Capital Markets Fund Group.
• Installed and tested development version of application and database.
• Learned application functionality. Determined data requirements. Loaded data and reconciled data.
• Developed and executed test scripts.
• Developed and maintained project plan. Reported project status to Business and Technology management.
• Assisted vendor with user training and application demonstration.
• Closed project requirements for application to support nightly file downloads for Confidential .
• Developed and executed test scripts to test application functionality.
• Learned functionality of Bloomberg Integrated Gateway application. Reported status of project to Technology management.
• Performed functional Business Analysis Tasks by capturing, analyzing, and documenting business requirements by interviewing key stakeholders to facilitate process improvements and system upgrades.
• Project Management
• Business Analysis
• Fixed Income Trading
• Collateralized Loan Obligations
• Investment Banking/Financial Services
• Systems Development Life Cycle/Requirements Lifecycle
• PMBOK
• Business Process Mapping
• Defining Business Rules
• Data Mapping
• Defining Configuration Rules
• Interviewing Key Stakeholders
• Interact daily with end-users, developers, managers, and various functional teams, requiring strong interpersonal and communications skills.
• Highly capable of managing multiple tasks and shifting priorities.
• Strong analytical and problem abilities.
• Highly motivated to develop creative solutions to business problems and rapidly produce usable results

Software/Technical Skills Used: Bloomberg, SunGard, CDO Sentry, SQL Server Management Studio, SQL, MS Excel, Visio, MS Access, MS Word, SharePoint

Confidential, Stamford, CT

Technology Project Lead - Investment Banking

Responsibilities:

• Led data loading stream of project to merge client data systems, as part of an effort to move Confidential into Investment Bank.
• Managed a team of Analysts to develop testing approach, test scripts and perform user acceptance testing.
• Tracked and reported results of user acceptance testing, using Confidential Test Director, to Business and Technology management.
• Worked with Technology Group to scrub and verify data.
• Managed a team of Analysts during implementation testing effort and post- implementation data input.
• Served as co-stream lead to set up of static data in client information repository for “in-sourcing” of Dillon Read Capital Management Business.
• Worked with Business and Project Leads to capture “fluid” data stream requirements.
• Analyzed with subject matter experts best approach for setting up client data.
• Communicated with Data Entry Group Management to acquire resources.
• Tracked and reported data input required volumes and reported status to Data Entry Group Management and Project Office.
• Closed troubled project to transition settlement instruction creation to a new functional area to meet Sarbanes-Oxley regulatory requirements.
• As part of a project team, captured existing process to create settlement instructions, developed new process, identified and trained inexperienced users.
• Tracked and reported results to Head of Global Data Management.
• Served as stream lead for closing troubled project to install ADP’s ICI/IMPACT product for Fixed Income Securities Group.
• Led a team to close reconciling requirements, static client data requirements, and user training requirements. Managed user acceptance and implementation testing efforts for Data Entry stream.
• Developed and maintained project plan. Reported status to Global Head of Data Management and Global Fixed Income Management.
• Presented relevant documentation to the Data Management Compliance Group to assure all project deliverables met Sarbanes-Oxley requirements.
• Performed functional Business Analysis Tasks by capturing, analyzing, and documenting business requirements by interviewing key stakeholders to facilitate process improvements and system upgrades.
• Project Management
• Business Analysis
• Client Data Management
• Investment Banking/Financial Services
• Systems Development Life Cycle/Requirements Lifecycle
• PMBOK
• Business Process Mapping
• Defining Business Rules
• Data Mapping
• Defining Configuration Rules
• Interviewing Key Stakeholders
• Interact daily with end-users, developers, managers, and various functional teams, requiring strong interpersonal and communications skills.
• Highly capable of managing multiple tasks and shifting priorities.
• Strong analytical and problem abilities.
• Highly motivated to develop creative solutions to business problems and rapidly produce usable results

Software/Technical Skills Used: ICI/Impact, Confidential Test Director, SQL Server Management Studio, SQL, MS Excel, Visio, MS Access

Confidential, Charlotte, NC

Senior Business Analyst

Responsibilities:

• Led requirements gathering, user testing, and implementation of link between two legacy loan origination systems and general ledger systems during South Trust Bank merger.
• Managed initiative to develop reporting structure for measuring cross-selling mortgage and retail banking products.
• Coordinated user acceptance testing for bi-monthly POLARIS loan origination system upgrades.
• Supported and performed testing for Mortgage Accounting Group during PTP/Impact loan origination system releases.
• Developed and delivered training and training documentation to Business partners.
• Performed functional Business Analysis Tasks by capturing, analyzing, and documenting business requirements by interviewing key stakeholders to facilitate process improvements and system upgrades.
• Project Management
• Business Analysis
• Consumer Credit
• Mortgage Loan Origination
• Accounting/Finance
• Systems Development Life Cycle/Requirements Lifecycle
• PMBOK
• RUP/UML
• Use Cases
• Business Process Mapping
• Defining Business Rules
• Data Mapping
• Defining Configuration Rules
• Interviewing Key Stakeholders
• Interact daily with end-users, developers, managers, and various functional teams, requiring strong interpersonal and communications skills.
• Highly capable of managing multiple tasks and shifting priorities.
• Strong analytical and problem abilities.
• Highly motivated to develop creative solutions to business problems and rapidly produce usable results

Software/Technical Skills Used: POLARIS Loan Origination System, Unifi Loan Origination System, First Data Resources, Oracle, SQL, MS Excel, Visio, MS Access, MS Word

Application Developer/Business Analyst

Confidential

Responsibilities:

• Analyzed Business Processes, documented, designed, developed, implemented, and supported applications on a departmental level to automate manual accounting and reporting processes.
• Served as a beta test client for First Data Resources' Report Organizer and Writer software.
• Facilitated conversion of departmental applications from Card Processing Solutions to First Data Resources.
• Facilitated conversion of departmental applications for sale of credit card assets to MBNA, NA.
• Software used included MS Access, Visual Basic for Applications, Visual Basic 6, Rumba ObjectX, Oracle, Mobius Document Direct, and Mobius DocuAnalyzer.
• Performed functional Business Analysis Tasks by capturing, analyzing, and documenting business requirements by interviewing key stakeholders to facilitate process improvements and system upgrades.
• Business Analysis
• Consumer Credit
• Online Banking
• Credit Cards
• Accounting/Finance
• Systems Development Life Cycle/Requirements Lifecycle
• Business Process Mapping
• Defining Business Rules
• Data Mapping
• Defining Configuration Rules
• Interviewing Key Stakeholders
• Interact daily with end-users, developers, managers, and various functional teams, requiring strong interpersonal and communications skills.
• Highly capable of managing multiple tasks and shifting priorities.
• Strong analytical and problem abilities.
• Highly motivated to develop creative solutions to business problems and rapidly produce usable results

Software/Technical Skills Used: First Data Resources, EDS, Visual Basic Studio, Oracle, SQL, MS Excel, Visio, MS Access, MS Word