SUMMARY:

• Over 20 years of proven quality performance in business analysis, financial analysis, financial management, project management, business operations, process improvements and optimization for diverse markets such as manufacturing, banking and financial services, service based (consumer & professional), healthcare, non - profit and government. Served several years in a supervisory capacity.
• Exceptional record of delivering cost effective, high performance solutions to meet business demands.
• Demonstrated project achievement, change implementation, and global perspective.
• Creative problem solver performing cross-functionally to deliver strategic solutions to reduce costs, and improve operational efficiency.
• Over ten years of software conversion and implementation experience.
• Professional development areas: Business analysis, quality analysis, project management. accounting, financial analysis, contract management, supply chain, inventory management, personnel administration.

• Proficient power user in Microsoft Office Suite applications Excel, Word, Access, Visio, PowerPoint.
• Experienced in data mining, analytic and dashboard reporting software.
• Understands system application architecture, data modeling, data conversions, data integrations, and data warehousing.
• Knowledgeable in hierarchy and dimensions for OLAP data models.
• Experienced in MS Project, MS SharePoint and time, scheduling and project tracking tools such as JIRA and Clarity.
• ERP navigation to / from several business systems including BPCS, Oracle, Lawson S3, PeopleSoft, Ross, SAP and BI analysis (Cognos, Business Objects, SQL). Hyperion Essbase.Tableau.

PROFESSIONAL COMPETENCIES:

Business focused contributor with exceptional problem solving and decision-making skills. Proficient in business / financial analysis to plan, execute and implement operational and process improvement efficiencies. Excellent skill set for analytics, strategies, collaboration tools, project management, networking, documentation and training. Value driven. Learns to understand the overall business strategy. Takes imitative to provide solutions for process optimization to achieve operational excellence. Critical thinking.

PROFESSIONAL EXPERIENCE:

Business Analyst

Confidential

Responsibilities:

• Senior level SME that creates, analyzes and represents business cases for strategic planning, finance re-engineering, new product / software / technology development and conversion, supply chain and logistics, cost and process optimization. Serve as integral liaison between the business community and IT organization.
• Communicate and engage the stakeholder to gather information to meet business needs, elicit business requirements, perform data modeling and impact analysis, translate into functional requirements, and serve cross functionally between the stakeholders and the solution providers to collaborate, develop, test and deliver a business opportunity that meets the business goal and help business do business better.
• Analyze current business processes and performance, prepare process flow designs of current and future state, identify critical business opportunities, and define a change strategy to recommend improvements and design.
• Validate and prioritize requirements; evaluate solutions to recommend potential value and identify limitations; further define design options; measure and analyze project performance.
• Create a traceability repository. Develop test scenarios, cases and scripts to meets the business need. Perform statistical analysis. Administer quality, process and/or business improvement efforts.
• Knowledgeable in Unified Modeling Language planning tool (UML). Experience utilizing RUP tools (RequistePro, Clearquest). Experienced in Waterfall and Agile / Scrum methodologies and practices.
• Performs within all phases of the project or software development life cycle. Member of several software financial implementation and conversion projects (small, medium and large).
• Experience working on industry standard formats. Meets compliance requirements.
• Served on several financial implementation projects including Finance (GL, Fixed Assets, AR), Treasury, Supply chain operations, Sales, HR.
• Proven track record to satisfy performance / quality requirements on time and within budget.

Project Management / Change Management

Confidential

Responsibilities:

• Initiate, define, coordinate and manage project plans according to management strategy, maintain partner relationships with key individuals within the organization. Forecast and monitor project progress of time, costs and quality controls. Manage project quality issues and risks. Identify potential roadblocks and meet project milestones to keep projects on track and within budget. Communicate and provide visibility with cross-functional teams toward successful completion of complex technical projects. Experienced in both Waterfall and Agile methodologies.
• Maintain support and upgrade existing systems and applications including scope design, software and hardware development, rollout and ongoing support.
• Ensure development projects team communicates with the business team to meet compliance requirements and project goals, and identify, review and analyze application effectiveness and efficiencies. Offer improvements, and resolve systems issues.
• Experienced in development of project plans, scope documents, budgets, status reporting, contingency plans and training documentations.
• Develop best practices and tools for project execution and management.
• Manage change management projects to improve operation processes to create efficiency, improve data integrity and reduce costs.
• Analyze actuals and business trends, prepare forecast models, feasibility studies, and make recommendations to maintain cost controls.
• Perform risk management, research data to identify and report key performance indicators, triggers, develop business cases for cost saving initiatives.
• Perform strategic planning and determine resources. Understands production methods.
• Plan for IT financial, operation and audit controls for data integrity in process operations, management planning, software development, dashboards and reporting and data security.
• Prepare operating plan budgets. Modify budgets for latest forecasting. Create forecast plans.
• Solid understanding of business applications and strategies within corporate finance operations, marketing, sales, capital projects, inventory valuation and controls, fixed assets, treasury management, purchasing, billing, AR / AP, contract management and administration and sourcing to 3rd party vendors.
• Solid understanding of supply chain operations including new product design and development, procurement, sourcing, quality and lean principles, marketing, order processing, plant production, packaging, warehousing, distribution, inventory, channels to market, accounting operations, demand management, cost management, pricing, risk and projects.
• Extensive experience in cost and material management for products produced. Create and manage product standard costs, BOM cost analysis and development, billing rates.
• Understand product life cycle, develop and manage product costs, profit margins and inventory supply. Help clients understand total product costs.
• Solid accounting experience to understand supply chain operations and functionality. Solid knowledge of business unit operations including Finance, Capital strategies, Sales, Marketing, Supply Chain operations and Contract Suppliers.
• Experienced Accountant responsible for financial reporting, managing several accounting operations. Ownership of several accounting-closing processes and P&L responsibilities. Understands Accounting for mergers, acquisitions, integrations and structuring. Support finance policies, compliance procedures and controls including Sarbanes Oxley. Prepare financial statements, SEC regulatory and management reporting, mergers, acquisitions, integrations and structuring.

Confidential

Responsibilities:

• Identify risks and recognize the need for improvement, define project goals, identify process path, risks and benefits, measure performance analysis and serve as project team member in the design and implementation for quality improvements. Strive for profit optimization, cost reduction and maximum value of goods and services while maintaining product quality and meeting business expectations.
• Perform feasibility analysis, identify key performance indicators (KPI), recommend alternative solutions and project strategies. Perform high level implementation plans, data and process models, cost estimating, cost benefits analysis, and return on investments. Profit optimization and cost reduction. Financial modeling.
• Prepare business cases for strategic planning and new product development, supply chain and logistic cost and process optimizations, operation efficiencies and process improvements. Supports business strategy management.
• Contract management administrator for commodities and outsourcing vendor service agreements. Understands various contract term agreements. Prepare requirements for RFI and RFP. Evaluate proposals. Negotiate services.
• Recovery plans, implement to improve workflow and product efficiency and decrease costs.
• Facilitate teams cross functionally to support go lean methodology.
• Experienced in process analysis and mapping. Subject expert in Finance to manage processes, FICO, data analysis, ROI analysis, and process automation, change management.
• Develop / update / test training materials. Participate in Pilot Training sessions.
• Project team member working with business, operations and management to help solve operational issues.
• Serve on several projects toward improved customer service through inventory accountability and visibility, improve inventory waste, create controls and strategic spend management.
• Use my 10 years of finance experience in a corporate environment that leveraged procurement technology-driven solutions to empowered business users to make optimal decisions that’s both cost effective and necessary. Projects to optimize costs in supply chain operations include:
• Prepare value analytics to get a better understanding of product preferences, improve standardizations and material management to understand what is functionally required and to consolidate the supply process, reduce product workflow, centralize supply chain functionality, automate processes such as RFID, improve alignment of products to a global distribution and negotiate bundling deals.
• Serve on several projects toward improved customer service through inventory accountability and visibility, improve inventory waste, create controls and strategic spend management.

Confidential

Lead Project Analyst

Responsibilities:

• Treasury Management services requirements including cash applications and processing, structuring cash movement plans, consolidation of bank platforms, Hedging, cash investments, forecasting, accounting and reporting.
• Sabrix Tax Implementation project.
• Project to build and test requirements for SAP to SharePoint Workflow for exception transactions.

Confidential

Senior Business Analyst

Responsibilities:

• Enterprise wide risk and regulatory reporting (ERI) project to offer critical process improvements and more transparencies in risk reporting across legal entities.
• Large, visible finance re-engineering initiatives projects to standardize and streamline processes, automate operations creating process improvements and cost efficiencies within financial segments.
• Stream line and automate Inter-company allocation journals project.
• Automate, standardize and improve Workforce tracking and forecast planning with in house design of workforce forecasting, reporting and strategic analysis software.
• Mellon’s EAGLE strategic investment processing and tracking project for eight client vendors.
• Insurance reporting upgrade audit evaluation and improvements.

Confidential

Lead Senior Business Analyst

Responsibilities:

• CFO led project initiative for analysis, design and recommendations of process and control improvements for accounting programs within Vision / MAS500 software systems.
• Projects included: default loan processing, adjustment processing, credit card processing, treasury functions, general ledger and accounting process improvements, data integrity and improvements to increase operational efficiency.

Confidential

Senior Business Analyst

Responsibilities:

• PeopleSoft Project for web based billing and payments, receivables, screen design, reporting.
• Audited processes for product conversion balancing, prepared variance testing, reconciled data for the conversion / migration of Legacy data into the new billing system.

Confidential

Sr Business/Financial Analyst / Project Mgr

Responsibilities:

• Project lead with Division Finance to perform analytics and metrics to evaluate financial performance, delivered business analysis, made recommendations to management areas for business process improvements and managed projects that drove process improvements targeting company’s goals to drive financial metrics.
• Prepared Sales, Operations and Capital Spend budgets for engineering projects based organization. Insured data accuracy upload into the general ledger via Hyperion Essbase.
• Refined forecast models resulting in improved accuracy of future spend.

Confidential

Sr Business / Financial Analyst / Project Mgr

Responsibilities:

• Developed customized solutions to streamline operations, create cash flow efficiency, improve general ledger and reporting, upload integrity and reduce costs.
• Created test environment model utilizing data warehouse.
• Project lead to streamline and improve IRR financial and capital reporting model for new school acquisition determinations.
• Project team member for federal reporting of Loan defaults and analysis to improve Cohort rate.

Confidential

Lead Sr Financial/Business Analyst / Project Mgr.

Responsibilities:

• Prepared month end closing and annual Financial NAICS regulatory reporting as required for Heinz acquisition filings
• Created and maintained statistical analysis database used for product costing.
• Project services for complete integration of Pet food and Starkist Tuna lines into HJHeinz. Divestiture of soup, baby food lines to Treehouse Foods.
• Managed standard costs, created bills of materials (BOM), reported product variances, communicated cost & KPI issues to management, prepared and executed remediation plans.
• Worked closely with plant and business managers to maintain monthly Capital Spend. Provided business case plans and support to obtain capital funding and resources.
• Managed several moderate and complex projects assigned by senior management: application security processing, lease administration, promotional display warehousing, fixed asset and inventory reconciliations, marketing partners alignment, insurance reporting, risk assessments, scenarios and cases, cost/benefit analysis, timeline and risk analysis, communication.
• Created annual operating plan model, which provided faster informational turnaround for the organization, reducing the overall business plan cycle by over 30%.
• Designed innovative forecast models to automatically update standard costs of major ingredients for the most current Internet ingredient pricing and trends and foreign exchange currency fluctuations resulting in a more accurate trending.
• Project lead for cost saving initiatives, process improvements and marketing / new product development that improved market competitiveness, supported management goals, aligned to target profit margins.
• Business analysis and project management services for business strategies within Oracle / BPCS.