PROFESSIONAL SUMMARY

• Highly motivated and versatile IWMS Techno - Functional Consultant wif proven track record in the financial services domain. Excels in projects, programs, & strategic initiatives wif high visibility and tight deadlines. An energetic self-starter, wif a positive, can-do, professional attitude.

TECHNICAL SKILLS

Business Analysis-10+ years| Project Management-6 years | Process Improvement: BPM/OCM-2 years

SDLC | Waterfall | RUP | Systems Engineering - PMI | Agile | PRINCE 2

Tools: ARIS BPA, HP QC/ALM - Software: Tririga, ALM/KYC, PeopleSoft, Teradata EDWTeam Leadership | Mentoring Coach | System Trainer | OCM Practitioner

Finance Back Office, Brokerage, Trust, Fixed Income, Real Estate, Capital Projects, HR, IT

Master’s Certificate in Business Analysis (Villanova 2012)

PROFESSIONAL EXPERIENCE

Confidential, WI.

Tririga Applications Consultant

Responsibilities:

• Confidential Tririga Applications Consultant for multi-year national implementation at retail client. Using Waterfall methodology to implement Non-Real Estate Lease functionality wif emphasis on FASB standards upgrade in US
• Co-lead responsible for requirements analysis, design, and testing of Non-Real Estate lease creation, payments, invoicing, accounting, security groups, contact roles, offline forms, integrations, reports, and training
• Confidential Tririga Applications Consultant for multi-year global implementation at multinational retail client. Using Agile SCRUM methodology to implement Capital Projects (Construction), Real Estate (Property Management) and Facilities (Facilities Management) in US, China, Mexico, & Central America
• Tririga Security Lead, POC responsible for design, creation and maintenance of Real Estate & Capital Projects security groups, contact roles, and facilitated end to end security reviews for global markets, documentation of functional specifications and testing.
• Review of user stories, participate in design sessions wif business, ensuring security matrix is current in development environments

Confidential TN.

Business Systems Consultant

Responsibilities:

• Requirements elicitation/analysis for Investment Portfolio Management web portal that allows brokers, traders, and clients to manage their port folios and do reporting. Proprietary system remake using SCRUM methodology
• Product Management Team member, responsible for maintaining product backlog utilizing TFS. Legacy system was developed over a decade ago, wif no documentation. Led effort to define complex programming features and develop a roadmap to more TEMPeffectively monitor progress
• Requirements elicitation/analysis for self-service RE Landlord web portal to reduce call center loads
• Conduct analysis on existing implementation of Tririga IWMS, and make recommendations for Phase 2 enhancements
• Developed Business Process training program for internal/external Real Estate personnel to prepare personnel to competently do their day to day work in Tririga & a Post Training Assessment program to determine ROI of Tririga training efforts for target employee population
• Developed & presented Tririga system support structure orientation to directors group
• Captured As-Is & To-Be Real Estate lease & LHI, Construction Permitting, Program and Project Management, & Capital Project funding processes using MS Visio,
• Developed Capital Projects and Program Management training guides
• Created test scripts for quality validations of Confidential Maximo post implementation

Confidential, Memphis, TN

Sr. Corporate Financial Systems Analyst (Tririga Project)

Responsibilities:

• Work wif corporate stakeholders for 11 operating companies to clarify solution requirements, capture business processes and standardization, requirements/design of integrations, assist in design sessions for modules, business objects and workflows.
• Captured As-Is & To-Be enterprise Back Office project funding, Lease contract creation (including FASB calculations for RE Leases), straight line, variable, & one-time payment processes for several operating companies using ARIS Business Process Architect to enable process standardization
• Analysis and design of financial and RE system integrations (e.g. PeopleSoft, Hyperion, Mainframe) for corporate accounting, RE and contract administration
• Participated in OMs, enhancements review, and user issue resolution
• Conducted Portfolio data loads from templates using DataConnect of RE properties and locations from 3rd party web systems
• Facilitated meetings to resolve requirement conflicts between departments and OpCos. Conducted design sessions wif Corporate Accounting, Real Estate
• Consulted wif multiple Confidential companies to help achieve optimal application design
• Gatheird statistics to determine concurrent users, platform architecture and storage requirements
• 1st level system support post implementation
• Lease analysis for data migration and historical abstraction to 3rd party software
• Test script development and execution using HP Quality Center
• Results: Successful version and platform upgrade, business processes standardization, TEMPeffective requirements traceability, & sound integrations, while reducing or preempting individual/departmental roadblocks to implementation

Confidential, Memphis, TN

Sr. Business Systems Analyst

Responsibilities:

• Business Analyst for Capital Projects and Lease Admin implementation of TRIRIGA application for eleven Confidential operating companies
• Developed operating company profiles for project deliverable marketing strategies and promotional approaches by utilizing People-Side ROI; Deliverable Adoption Risk Analysis; Department Readiness for Project Deliverables; and Process/Task Change Preference templates to create OpCo profiles
• Analyzed requirements, & clarified business rules, developed approval routing guides, escalations, and contact roles, security groups/rights
• Performed data analysis and integration design on PeopleSoft, legacy Location systems, and HR applications
• Led sessions to refine & align business processes and rules to Tririga processes
• Results: Clarified organizational change adoption capabilities & challenges, completed requirements gathering and form design, & designed integrations, during project initiation and planning phases
• Refined the Full Project Development Lifecycle process which includes Request Management, Project Management, and Application Lifecycle Management processes
• Partnered wif EIM/IA (Enterprise Information Management/Information Assurance) to improve the system and data validation process, to ensure data-specific projects (e.g. interfaces, privacy data, new systems), follow proper establishment and data steward approval
• Designed Single Point of Entry process for Request Management and reporting
• Project manager for new Career Transition Office Drilling Redesignation system, and other IT development projects
• Partnered wif Systems Development organizations to evaluate tool matrixes, products & vendors for new Confidential RUP-based PPM tool acquisitions
• Managed the IT Request Management Process that received and qualified, over 90 business requests/month, and promoted smaller number to projects for the corporate IT Development
• Collaborated wif IT managers weekly & at times executives (to CIO level), to rank, size and prioritize IT project requests and ensure request visibility to appropriate business unit
• Performed admin duties for PPM system: user access, time, portfolio additions, sql data search (MS SQL)
• Project manager for WA. State SEDRS project: developing client xml interfaces for monthly HR claims data transmissions
• Results: Filled process and operational gaps, while promoting increased IT ‘tool’ consistency and future utilization

Confidential, Memphis, TN

Sr. Business Systems Analyst

Responsibilities:

• Gatheird/documented business system, and business product requirements for client projects and new product implementations
• Conducted portfolio analysis to develop scope for initiatives and new product development
• Monitored project progress to ensure requirements are accomplished
• Liaised wif project team to identify and resolve requirement gaps
• Investigated and researched ways to ensure business client satisfaction and quality improvement
• Conducted technical analysis and project management for 5 cross-operating-company EDW projects wif highest visibility ratings
• Gather and document system requirements for enterprise data warehouse data acquisition from multiple business units, and ensure documentation is SOX 4.04 compliant
• Monitored and recommended process flow changes and requirements
• Built cross-functional project teams of developers, data analysts, data modelers, data base admins, to ensure follow-through on projects tasks, documentation, milestone and phase completion
• Investigated and researched ways to ensure business client satisfaction and quality improvement
• Performed integration testing of data feeds to test data bases
• Results: Successfully lead project teams to deliver 5 Purple Core projects, and became a BAA Role Model for new contract FTE resources

Confidential Memphis, TN

Client Services Director

Responsibilities:

• Conducted presentation to acquire service contract for major Light, Gas and Water utility
• Worked wif CEO to develop market segmentation for DCG service offerings
• Co-developed various market strategy process flows, promotion materials, proposals and pitch decks
• Investigated and researched ways to ensure client satisfaction and quality improvement
• Compile and analyze project management surveys for improvement opportunities
• Results: gained senior level experience in functional and marketing strategy formulation
• Sr. BSA and project lead for compliance-based business transformation projects for Trust, Brokerage, and Institutional Fixed Income business units of mid-sized national bank
• Built project teams wif Business Unit management and executives to TEMPeffectively elicit requirements, and manage implementation strategies
• Developed test strategy, created and executed scripts using HP Test Director
• Monitored initial and final development of data extracts and loaded reference data in db tables for the ETL process
• Establish data validation process and guidelines for multiple bank Business Units
• Defined and tested account profile groups for data mining analysis
• Results: contributed strategies to increase client ‘delight’ capacity of consulting firm. Increased program/project capability and experience