PROFESSIONAL EXPERIENCE:

Business Analyst

Confidential

Responsibilities:

• Manage and monitor multiple workstreams within Regulatory Compliance, Cyber security, Finance, Accounting and Technology with tracking functional, non - functional and technical requirements to completion within Agile environment.
• Track reporting of milestone completions through Power BI dashboard, JIRA & Microsoft Excel.
• Track updates from Change Management Steering committee.
• Established a requirement scoring system via Microsoft excel, to provide a weekly progress report for all workstreams to ensure team accountability.
• Establish weekly action items for each workstream to ensure productivity.
• Utilize Microsoft Teams and SharePoint to store Project artifacts. Monitor completion of requirements through daily Scrum meetings.
• Support CBEST Audit by interviewing Workstream leads and documenting project management artifact approval process. Create process maps to coincide with process. Ensure auditors has internal documentation to validate project management process.
• Assist IT Strategic Programs and Change management with special projects.

Finance Business Analyst

Confidential

Responsibilities:

• Assisted ERP Finance Director, IT, Data infrastructure and accounting with resolving SOX compliance issue Section 302, through the implementation of automating all credit card payment reconciliations. Interviewed SME’s, documented manual accounts receivable digital payments process for multiple vendors such as AMEX, VISA, MC, Discover, Mobile App & Web.
• Elicited and tracked all technical, functional and non-functional requirements while validating each requirement with user stories to ensure that each requirement aligns with the UI/UX experience. Submit requirements into JIRA once approved.
• Created lean process improvement initiative by reducing annual overtime labor hours by 2,160 which equivalates to a cost savings of $325,000.00, while also reducing manual error rate by 100%through process automation. Created BRD for IT director, created requirements tracker with user story validation. Utilize Microsoft teams to share, store and meet with remote information technology teams.

Business Analyst

Confidential

Responsibilities:

• Lead IT finance analyst supporting special projects, reconciliations of large data sets of IT telecom commercial billing of 2800 locations throughout US & Canada.
• Audit external vendor data with vendors such as Verizon, VeriFone, AT&T, MetTel, Birch communications and other various telecom vendors. (continue)
• Reconcile and communicate data quality errors in billing of products, services, equipment, taxes and coding.
• Responsible for creation and accuracy of EDI payment template for data transmission to ACH Network for Bank direct deposit payments. Retrieve billing reports from various telecom technology vendors. Audit AP ACH payment processing.
• Perform data analysis of large billing data sets utilizing Microsoft excel v-Lookups and pivot tables. Build monthly reports on cost by divisions, brands, products, services, equipment and features.
• Utilize contract agreements between servicer and client to identify billing errors. Present cost saving initiatives to VP of IT and finance director.
• Hold webinar calls with remote teams to communicate audit findings and translate work breakdown structure to project and program manager.
• Interview departmental SMEs throughout corporate operations. Understand and document processes step by step.
• Assist IT Finance director in data reconciliations for migration from Oracle to SAP.

Business Analyst

Confidential

Responsibilities:

• Lead consultant supporting data integration project due to bank merger. Document processes within accounting, vendor management and finance division.
• Interview departmental SMEs throughout corporate operations. Understand and document processes step by step. Draft current state process maps, identify gaps in process, identify waste by time, and duplication of effort. Utilize BRD to document current state and gather future state requirement. Utilize Visio to create process maps utilizing swim lane approach and proper flow method to ensure all inputs and outputs are captured throughout process while identifying system to manual steps within process. Create matrix of business process, capture all inputs and outputs.
• Audit internal buyers purchase order set up based on agreed proposal cost, quantity, and project terms. Ensure quality of all AP processing before ACH EFT payment processing.
• Enter general ledger coding corrections. Utilize SAP Vendor invoice management system to perform reconciliation of payments. Utilize Salesforce to track vendor contact details and historical communications. Facilitate process mapping sessions in various forums.
• Work closely with OCR team to support paperless environment and TEMPeffective audit trail and record keeping. Export data as needed for reporting.
• Identify gaps within process, by providing details on impact to service and cost. Update weekly project timelines. Conduct walkthroughs and reviews of deliverables and facilitate approvals according to PMO governance. (Support multiple Accounting Clean-up Projects. Clients supported: Amer Technology: Schlumberger/ACRO Corporation: Northrop Grumman/ Solomon Edwards: Cadence Bank & State Trust Bank

Product Manager

Confidential

Responsibilities:

• Lead consultant managing POS PCI DSS upgrade initiative through amortization of cost for upgraded VeriFone equipment. Project scope install 3500 Retail stores within the US. Resolve all shipping inquiries, process credit memos on returned equipment, resolve logistics issues.
• Create process mapping to identify new departmental flow for order taking, logistics, and engineer field order.
• Expedite work orders. Work closely with AR/AP. Coordinate billing through SAP and CRM system.
• Generate invoicing using Adobe pdf. Participate in accounting month end reporting through SAP data export to Microsoft excel. Build various reports and store in SharePoint. Collaborate closely with vendors, sales, engineers and project managers. Intermittent Consultant since 2010 with Rose International (Six-month POS PCI upgrade project.)

Project Manager/ Business Analyst

Confidential

Responsibilities:

• Manage implementation initiative of transitioning mortgage lending accounts payable department from paper checks to ACH while transitioning AP processes to SAP Concur.
• Research NACHA guidelines work closely with bank and IT Dev team. Create Web Schema for ACH EFT payments for all appraisers
• Document all AP processes, create process mapping, and GL coding for data migration to SAP.
• Document and prioritize requirements utilizing BRD. Create process maps for IT Dev team
• Research and review all legal regulatory requirements per project to validate internal processes, and identify errors.
• Work closely with internal accounts payable accounting department and external SAP Concur vendor to translate requirements for ADR to OCR implementation. Hold webinars utilizing Go To meetings.
• Collaborate with IT, QA, SME’s, Sr. Project managers, sponsors and stakeholders on project plans while providing input to support six sigma lean initiatives.
• Create Confluence spaces for special projects; Assist QA team creating UAT. Utilize JIRA to track project work task.
• Create corporate data dictionary in support of center of excellence initiative to bridge noledge and understanding of terms and business processes.
• Created lean initiative by transitioning finance process to paperless initiative by incorporating Adobe PDF into monthly reporting process.
• Create Web schema for Project management office website. Website to support corporate project submissions, approvals and prioritize work task. Ensure all task meet the vision and goal of the company.

Finance Analyst/ Auditor

Confidential

Responsibilities:

• Perform auditing of real estate investor reporting transactions to Fannie Mae from multiple banks and investors reporting on foreclosures.
• Perform auditing of transaction data and GL coding. Submit transactions for correction, Ensure data integrity. Export reports from BI system to excel, edit reporting to perform v- look ups, extract data, and create reports for management.
• Research sox compliance and GAAP standards to assist in building process improvement initiatives throughout corporate operations. Ensure all policies and procedures are followed.
• Manage financial data integrity, store monthly reports in Microsoft SharePoint. Utilize Microsoft word, desktop business intelligence software.

Sr. Finance Analyst

Confidential

Responsibilities:

• Assist wealth management bankers, brokers, real estate agents and loan originators by performing quality audits on 1003 finance applications. Ensure compliance with all legal regulatory requirements.
• Review credit income and asset documentation. Ensure accuracy of customers financial data, calculate ratios, determine credit worthiness and pre-underwrite financial agreements based on bank guidelines. Review loan conditions through desktop underwriter.
• Adhere to SAFE Act, RESPA and bank regulatory compliance.
• Perform fraud audits to ensure integrity of all loan documentation. Assist closing department in preparations for ACH EFT wire funding. Provide Homeowners insurance, property tax cert, approved loan package for processing. Meet service level agreements per contract terms.
• Manage relationship between wealth management banker and borrowers.