Highlights of Qualifications

• Strategic Planning Consultant to small businesses, educational organizations and not-for-profits
• Project Manager establishing objectives and tactics reaching desired outcomes through SWOT
• Financial Analyst increasing revenues and greater profitability
• Operations Assessor establishing efficient methods and systems
• Marketing Innovator improving and strengthening client relationships

SOFTWARE AND METHOD COMPETENCIES:

• SDLC, Scrum, Agile, Basic SQL Queries
• Microsoft SharePoint, MS Office Suite, MS Access, MS Project, MS Visio
• Sage Act , Customer Relationship Management System, DST Vision, Interactive Web Database Management, Albridge, Portfolio Accounting Management System, GoToMeeting

Professional Experience

Confidential

Lead Business Analyst, Project Coordinator

Responsibilities:

• Wrote General business reports describing the overall status of the businesses,
• Co-drafted Articles of Incorporation for the establishment of 503c Not-For-Profit status in New York State.
• Co- authored by-laws
• Provided hands-on project schedule management using MS Project during various project stages
• Wrote General business reports on the overall status of the businesses
• Developed mission, vision, and values statements
• Developed strategic plans
• Designed Product differentiation templates
• Created and presented flow chart depicting operations for efficiency analysis
• Authored business plan,
• Developed SWOT analysis template
• Marketing plans
• Wrote project reports
• Created project analysis template
• Wrote comprehensive financial plans
• Compiled and presented business financial analysis reports
• Business continuation and risk mitigation plan reports
• Designed research instrument in order to perform feasibility study

Responsibilities:

• General
• Worked with Stakeholders and community members to define business requirements
• Responsible for requirement gathering, business process flow, and Process Modeling
• Conducted presentations to stakeholders and community members
• Codified efficient operational procedures
• Met with community and organizations members to identify stakeholders
• Defined processes for requirements management and progress assessment
• Conducted stakeholder meetings for reporting
• Responsible for requirement gathering
• Performed Analysis identifying existing operational and financial inadequacies
• Coordinated with stakeholders to convert requirements into practice
• Participated in and contributed to building process models
• Designed and developed Use Cases UML models using Visio
• Conducted Agile sessions using SCRUM approach
• Created and managed project templates and use case templates
• Wrote basic SQL queries
• Analyzed process flow to form reduction in efficiencies
• Conducted interviews with team members to gather business requirements
• Presented survey and interview project data to determine best strategies
• Developed strategic partnerships with community members and stakeholders to forge project alliance
• Help translate the needs of Endocrine patients to develop community event using Art as Medicine
• Functioned as the primary liaison between Endocrine Medical members and Artist community
• Project-wide expert on special- event public presentation
• Developed Business Requirement Documents BRD
• Analyzed operating procedures and policies
• Recommended improvements for implementation
• Understood core process of all departments to provide on streamlining opportunities
• Met with client groups to determine user requirements and goals
• Used Agile processes to configure and set ongoing standards and procedures
• Analyzed business requirements and segmented them into a User requirement hierarchy
• Requirement Elicitation
• Facilitated Brainstorming Sessions to cultivate possible solutions
• Participated in requirement identification and scope clarification meetings
• Analyzed benchmark studies to compare strengths and weakness of organization against others
• Met with team members to determine operational constraints and inefficiencies.
• Developed and analyzed data flow diagrams DFD to determine best system processing pathways
• Developed and analyzed financial models to quantify and determine best practice including: Cost Benefit Analysis, Discounted Cash Flow, Net- Present-Value, Average Rate of Return, Pay Back Period
• Assisted in the determination of best practice and solutions utilizing Document Analysis including: Business Plans, Marketing Plans, Strategic Plans, RFPs, RRQs, Reports, Operational Procedures,
• Prepared Estimation forecasts to determine best cost and effort
• Formed and Facilitated focus groups to gather diverse ideas
• Conducted informal and formal interviews to gather and document information
• Led AGILE sessions using SCRUM approach to build and maintain project focus and efficiency
• Documentation for functional specification
• Employed Decision Analysis evaluation using goals and objectives met as milestone.
• Performed Fit-GAP analysis to gather requirements
• Performed Financial Analysis utilizing Cost-Benefit Analysis,
• Analyzed financial data using Net-Present Value, Average Rate of Return, and Pay-Back Period Employed Three-point- Estimation- utilized best, worst, and average case scenario ,
• Gathered data to determine Historic Analysis cost as a comparative model,
• Utilized Expert Judgment Method solicited subject matter expert to find best solution,
• Complied and evaluated Metrics and Key Performance indicators.
• Complied Reports using Excel graphing for baseline/current, and current/target comparative analysis
• Performed Risk Analysis Help to develop an overall tolerance strategy
• SWOT Analysis- Led client in determining Strengths, Weaknesses, Opportunities and Threats to form core strategy.
• Utilization of recognized business analysis methodologies for solution design
• Participated in Fit Gap Sessions to determine current status compared to desired status
• Worked with members through Fit Gap analysis to identify changes that need to be addressed
• Used Microsoft Visio for Business Process Flow for structured modeling to describe the business process and determine possible breakdowns
• Discovered flaws in operational processes and remedied.
• Assisted in creating functional design solutions for improvement.
• Helped to improve efficiency and effectiveness of daily business processes
• Documenting, communicating and validating requirements
• Created Business Requirement Documents BRDs to specify and organize Stakeholder Requirements
• Created Management plan detailing processes for scope and requirements management
• Categorized Requirements, Interpretation and Recording Requirements
• Communicating requirements
• Documented all issues brought up by stakeholders in order to address for future resolution
• Presented documents in iterative fashion to ensure continued business acceptance
• Assisted in the Communication of requirements to stakeholders through prepared presentation documents.
• Led and participated in requirements meetings to achieve consensus among stakeholders
• Facilitated and participated in presentations to promote Stakeholder/ team buy-in
• Prepared handouts at presentations for key point understanding
• Conducted Scrum sessions to maintain sustained work flow and keeping projects on track
• Utilized both formal and informal presentation session formats when needed
• Met with Stakeholders on ongoing basis to manage and secure their alignment with business requirements
• Assessment
• Established key performance indicators and baselines
• Analyzed solutions to assure they met goals and objectives
• Used quantifiable means to measure and assure goals and objectives are met
• Use quantifiable means to identify and measure gaps and shortcomings
• Used ROI, Risk Tolerance Strategy, Total Return, Risk to Reward, and Opportunity Cost
• Addressed effectiveness through continuous monitoring of solution component
• Data Development, and Review
• Used hypothetical stories to work through complex problems
• Developed sections through entire life cycle from requirements gathering to maintenance.
• Created Project management plans for managing on time delivery using MS Project
• Created Scenarios for possible outcomes in order to accomplish goals
• Created financial data models displaying possible outcomes
• Prepared and Reviewed financial data with clients
• Solution implementation
• Made determinations whether project solutions succeeded in providing stated project outcomes
• Worked with stakeholders to foster positive attitude for change
• Monitored organization's readiness to take advantage of new project solutions
• Monitored Stakeholders concerns during project implementation initiation
• Worked with stakeholders to assess impact of change using financial models,
• risk analysis, and SWOT analysis

Confidential

Strategic Planner, Government Procurement Specialist

Responsibilities:

• Assisted small businesses with designing, implementing and delivering strategic planning processes
• Assisted clients preparing and submitting bids for government contracts.
• Assisted Minority and Women Owned Businesses MWBE identifying contract opportunities in NYS

• Designed specification template for new sources of business revenue
• Documented client meetings
• Facilitated RFPs and RFQs process for clients
• Founding board member, Art de Cure a Not for Profit Collaboration Medicine and Art, Albany, NY
• Established enterprise direction by co-authored business plan mission, vision value statements for new entity
• Scoped ground floor needs analysis determining strategic direction
• Led project team planning and developing Gala Night fundraiser
• Managed processes for strategic planning initiative using SWOT analysis to bring mission into clear focus
• Assisted small businesses with designing, and solutions for risk mitigation
• Assisted Minority and Women Owned Businesses MWBE identifying risk mitigation.
• Worked with stakeholders establishing strategic direction through requirements analysis
• Facilitated weekly stakeholder meetings ensuring alignment with stakeholders needs
• Led improvement initiative uncovering poor performance sectors resulting in improved net gain
• Facilitated meetings using AGILE framework process
• Designed strategic plan increasing company revenue by 100
• Formed stakeholders and strategic partners project teams
• Performed in-depth analysis identifying operational inefficiencies
• Improved in-store logistics resulting in better customer service
• Used ROI metric determining best financial practices resulting in the elimination of lost revenue
• Led marketing initiative building brand recognition through community dinner event
• Prepared Excel spreadsheets determining best financial management practices
• Created Access database as customer contact management tool
• Responsible for creating revenue reports
• Facilitated meetings and presented oral reports
• Developed flow chart as tool to highlighting operational issues

Confidential

Financial Advisor

Responsibilities:

• Designed custom-tailored portfolios using effective strategies protecting principal,
• Addressed risk mitigation issues,
• Designed and created solutions for long-lasting retirement income streams
• Reviewed financial statements recommending appropriate actions
• Monitored and assembled performance reporting guiding clients through challenging financial climates
• Presented complex financial subjects in understandable terms
• Created flow charts and graphs to present data to clients
• Developed reports, charts and graphs to analyze critical data
• Designed template for ideal client specifications
• Provided Solutions for risk mitigation through business continuation planning
• Provided risk mitigation for individuals and small business owners
• Possessed NYS Life Accident and Health Insurance license
• Monitored and assembled performance reporting
• Guiding clients to understand risk potential
• Presented complex insurance subject matter in understandable terms

Confidential

Educator/ Writer/ Consultant

• Former NYS certified Music Educator K-12

• Designed, scripted and produced promotional marketing material for Sounds Events Company
• Wrote and produced radio commercial Hawaiian Jazz Festival, Caribe Travel, Chicago, IL
• Designed and presented Innovation At Work Small Business Institute, University at Albany
• Designed and presented Power of Sound , Livingston County, NY BOCES
• Designed and presented creative writing workshops Soundpainting regionally, New York State and Western New England