PROFILE:

• B.S. in Finance with a Minor in International Business, A.S. in Business Management, A.S. in Banking & Finance
• Over twenty years of successful career experience with major financial service corporations
• Record of progression in assignments of increasing authority and responsibility
• Experience in streamlining reporting processes and process improvements
• Expertise in critical elements of financial analysis in complex markets
• Accounting experience to include GL, journal entry calculation & posting, reconciliation, A/P, A/R, & payroll
• Experience in cost, variance, trending, forecasting & budgeting analysis as well as managerial dashboard generation
• Strong proficiency in predictive analysis to mine and query large data sets as well as “deep - dive” analysis to drive a more efficient information delivery environment
• Experience interfacing with business units, translating business requirements into technical specifications that drive managerial reporting, presentations and dashboard generation
• Develop informational IT risk analysis key to effective strategic planning by senior management
• Ability to clearly articulate key metrics to senior management and business partners
• Ability to balance multiple reporting and data analytic deliverables simultaneously
• Active Public Trust security clearance
• Experience in Microsoft Office Suite (esp Access & Excel - pivots, slicers, Vlookup, etc), QlikView, Teradata, SQL, Remedy, Infoburst, SharePoint, Business Objects Xi, IDX, MortgageWare, Cognos, Xtend, and eRequestor

PROFESSIONAL EXPERIENCE:

Business Analyst

Confidential

Responsibilities:

• Obtain and validate user system requirements
• Coordinate data changes with application developers
• Provide business and/or strategy recommendations, leveraging from industry best practices and emerging data warehouse technology
• Possess an understanding of major commercial grocery store chain operations
• Demonstrate familiarity with Department of Defense processes and procedures
• Develop test strategies, plans, scenarios, scripts and summaries, use cases, risk analyses and data traceability documentation.

Business Systems Analyst

Confidential

Responsibilities:

• Liaise between technical and business lines of business on various First Clearing IT projects
• Document test plans, conditions and results
• Perform analysis on client data files to ensure accuracy of transmission file structure & metadata
• Map and discuss existing processes with various departmental managers for process improvement
• Draft requirement and scope documentation and coordinate requirement gathering sessions
• Perform data mapping and document data traceability
• Act as relationship manager on various First Clearing IT projects
• Coordinate First Clearing IT outage status messages with various application managers
• Manage Reverse Audit process and other document requests as necessary

BSA / Project Coordinator

Confidential

Responsibilities:

• Perform data quality inspections, identify discrepancies and resolve data quality issues
• Perform data analysis and ad-hoc analysis to develop strategic insights that drive mortgage process improvement
• Coordinate development of reporting from ad-hoc requests thru production
• Perform data visualization through managerial dashboard development
• Coordinate changes in data and dashboard development with Qlikview application developers

Confidential

BSA / Project Coordinator

Responsibilities:

• Perform variance and trend analysis of large data sets to highlight swings in rate indicators, customer base and market conditions
• Coordinate transitioning of vacation request process from manual reporting to SharePoint, resulting in significant cost savings and high end-user satisfaction

Business Systems Consultant

Confidential

Responsibilities:

• Create and track an inventory of all applications with attendant firewall rules and track progress of various pilots
• Draft and track questionnaires, responses, findings, and control gaps identified in pilots
• Liaise with application owners and risk teams as necessary on firewall rules, security plans and perform gap analysis
• Lead efforts and assist with the development of metrics, reporting and governance frameworks that will reflect the compliance with the lifecycle of hardware and software technology assets at the enterprise level
• Collect and document business and technical system requirements and scope documentation
• Map existing processes and identify opportunities for improvement
• Perform gap analysis of existing versus new product policies and requirements
• Provide management with regular updates on requirement gathering and data analysis of product metadata
• Coordinate assessment of immature environments & provide recommendations on methodologies, practices and frameworks to improve their maturity as well as develop compliance metrics and reporting
• Solicit and track information from business partners across the enterprise as well as monitoring project timelines
• Lead efforts to gather requirements, review, analyze, assess and provide recommendations on current practices by using efficient and effective project management methodologies
• Act as a high-level internal consultant within technology and business groups to independently complete complex data analysis as well as provide recommendations and reporting to senior management
• Ensure data transmission compliance by reviewing and comparing existing rules and controls to existing IT policies

Reporting / Risk Metrics Analyst Level

Confidential

Responsibilities:

• Assist Director of IT Risk in coordinating the assessment of IT risk at an enterprise level
• Perform risk analysis of existing IT security procedures and policy violations
• Coordinate the periodic collection of IT Risk Metrics (ITRM) data from stakeholders
• Design and document the ITRM data flow, requirements gathering, and data collection process
• Create and maintain the ITRM metadata inventory & communication plan
• Ensure implementation and updating of risk management policies and procedures
• Develop the initial design and coordinate development of ITRM reporting dashboard using Excel & PowerPoint 2010
• Assist Confidential in establishing a communication plan to articulate changes to ITRM reporting processes and functions
• Create an action plan for incorporating new and deferred metrics into current reporting model
• Automate the ITRM managerial reporting process

Senior Data Analyst / Data Steward

Confidential

Responsibilities:

• Perform analysis of large data sets in a data warehouse environment and leverage SQL for reporting and verifying of Teradata issues
• First line support for business users and analysts including mailbox support (1,500+ messages per month), researching questions and maintaining web-based knowledge base (KT)
• Develop data quality metrics to highlight existing ETL issues
• Identify requirements, production support issues, assist with resolution of ETL issues, review errors, approve resolution, and advise of potential downstream impacts
• Manage the bank data warehouse defect ticket process in QC from intake to resolution and load job tracking
• Coordinate various daily, weekly, and monthly process reports using SQL, Teradata, and Excel (macros, pivot tables, etc)

Business Analyst

Confidential

Responsibilities:

• Design and coordinate reporting requirements for Tier 1 & Tier 2 management reporting
• Develop and monitor Access databases and run daily, monthly, and quarterly metrics dashboards (using Excel pivot tables, etc) for distribution to other teams and upper management
• Develop, document, and distribute daily Soft Check report to servicer representatives and upper management
• Develop and distribute daily IR2 & monthly LPS Hard Stop Edit reports to upper management
• Develop and distribute monthly End-of-Cycle rollup metrics dashboard to upper management
• Generate ad-hoc Business Object queries to satisfy requirements of team members and upper management
• Support various teams and upper management via fulfillment of documented data requests and analysis via ad-hoc Business Object queries and advanced Excel

Business Analyst

Confidential

Responsibilities:

• Work with servicer representatives to meet their data analysis needs on a daily and monthly basis
• Document and generate data requirements and objectives, procedures, job aid manuals, and process flow charts

Information Technology Reporting Analyst

Confidential

Responsibilities:

• Develop/maintain reporting framework in order to produce All Things Brokerage and Brokerage Technology Services reportsfor all information technology programsincludingATB and BTS reports
• Analyze data and varianceswhilecontinuallyinitiating meansto improve reporting efficiencyand implement new data-validation techniques
• Ensure data integrity and draft ATB and BTS reporting manual

Business Project Manager

Confidential

Responsibilities:

• Support Director of Joint Venture department by analyzing production, capture, and commission reports, research and reconcile general ledger and monitor financial statements on joint ventures for accuracy
• Assist departmental staff with report drafting
• Develop master templates for financial, production, profitability and contribution reporting
• Research / reconcile general ledger and compile equipment information for tax purposes
• Build time management spreadsheets for productivity analysis and monthly commission calculations
• Coordinate with corporate headquarters, branches and joint venture partners, execute quality control and compliance audits and perform help desk operations
• Order supplies, approve expenses, coordinate joint venture company startup / shutdown and provide ad-hoc reporting as necessary

Financial Analyst

Confidential

Responsibilities:

• Support both CEO and CFO by drafting time-sensitive monthly and quarterly reports for senior management and government oversight agencies
• Maintainmultiplemedicalclaimsdatabases, continually incorporating process improvements
• Generate and post general ledger transactions, calculate fiscal year revenue, enrollment and expenses
• Track credit card purchases, ensure purchasing policy compliance and coordinate audits between Finance Department, Ernst & Young and Veterans Administration
• Reconcile Newborn reports, projected payments and enrollment, performbudget andcost-benefit analysis
• Administer eRequestor software, generate procedures, job aid manuals,processimprovement manuals, andflow charts