PROFESSIONAL SUMMARY

A highly diversified Business Analysis and Project Management Professional with skills that incorporate business analysis, project management, full software development life cycle SDLC , ad-hoc reporting, financial modeling, financial analysis, budgeting, asset management and auditing. Additional expertise in operational, expense, and general accounting. Energetic and personable self-starter who is analytical, innovative, and resourceful. Team player who works well under pressure and maintains a positive attitude.

TECHNICAL SKILLS

• Tableau
• Clarity
• Amazon Web Services Cloud Computing
• InfoPath
• Microsoft SQL Server
• Expertise in Microsoft Excel
• Nesting Formulas
• Hlookups
• Vlookups
• Macros
• Pivot tables
• Hyperion Essbase

• PeopleSoft Financials 9.1
• Kronos
• SAP
• Expertise in Microsoft Access
• Tables
• Import/Export
• Building Queries
• Expertise in Microsoft PowerPoint
• Change Management
• Expertise in Microsoft Word
• Microsoft Outlook
• Cognos
• InSight
• NetX360/BETA Systems
• SharePoint
• Live Meeting
• ICECREAM
• Oracle Business Intelligence OBIEE

PROFESSIONAL EXPERIENCE

Confidential

Senior IT Business Analyst - Contractor

• Responsibilities include managing project plans assessing and analyzing data server and financial data creating Tableau dashboards that serve as story boards for senior management meetings. This department is responsible for the financial planning and vendor management and oversight of the Production Services line of business within Information Technology.
• Document and manage the project plan for the Vendor Management documentation project.
• Built analytic framework to compare budget, forecast and actuals for software and hardware maintenance, lease and purchases. Tool is used to view financial data from the license granular level , product type middle level and vendor level macro level .
• Aided in assessment of costs related to the adoption of Amazon Web Services Cloud Computing.
• Built Tableau dashboards and views to assess vendor, financial, software and hardware rankings, costs and variances.
• Build and maintain project roadmaps for each department within the Production Services line of business. Departments include the Project Management Office PMO , Middleware, Infrastructure, Financial Planning and Oversight, Capacity Management, Asset Management, Vendor Management and Network Services.
• Gather requirements to create analytic scenarios to assess decommissioning and active servers housed in Maximo and other hardware tracking tools.

Confidential

• Create Pugh assessments to assess technology tools for adoption.
• Create risk assessments criteria to assess IT vendors compliance, business risk and vendor use within Production Services and Information Technology.
• Write business requirement documentation for the financial reporting streamline and efficiency project.
• Conducted JAD sessions and created a findings presentation that assessed the short-term and long-term financial impacts of onboarding new hires within Production Services.
• Synchronized and analyzed PeopleSoft Financials 9.1 and Corporate Sourcing data to identify reporting gaps and to make recommendations for the Vendor Management improvement project.

Confidential

IT Business Analyst - Contractor

• Responsibilities include reviewing, editing and analyzing data creating presentations that are easy to understand and setting up meetings to review presentations and data with all levels of management. This department is responsible for Model Risk Management for Consumer Models.
• Reviewed statistical reporting for Consumer statistical models to determine model risk performance.
• Documented processes to build Credit Risk Committee playbook and designed training manuals.
• Lead the discussion with quantitative modelers and other stakeholders to determine what if any follow-up reporting or analysis would be required.
• Formulated model governance opinion for final continue/analyze/retire-replace decision for each model.
• Garnered consensus from various stakeholders regarding recommended decision.
• Decided the final rating on model performance for senior management reporting.
• Trained executive and senior staff on key business elements KBEs , independent validation and vendor contingency plan submission process. All three items are required to ensure model credit risk compliance. If items are not submitted, models are placed in non-compliant status which can raise a red flag to the Office of the Comptroller of the Currency OCC .

Confidential

Business Systems Consultant 5 - Contractor

• Responsibilities include communicating with senior management and technology personnel to gather, analyze, document and summarize business requirements for the Portfolio Analysis Reporting PAR online application production releases and for the application redesign and platform change to Oracle Business Intelligence OBIEE .
• Write business requirement documentation for Portfolio Analysis Reporting PAR application data and reporting enhancements and the application redesign and platform change.
• Create data dictionary to define the metadata for the PAR application redesign and platform change.
• Create test scripts and test plans for SIT, UAT and Production environment testing.
• Maintain SQL tables and SQL table structures used for the PAR application.
• Serve as the subject matter expert SME for Commercial Banking specific reporting and data management tools. Collaborated with team members to ensure that duplicative processes and logic were streamlined across various reporting channels and databases.
• Run, create and maintain SQL code for the processing of raw and base level data.
• Prepare multifaceted reports by extracting, analyzing and manipulating large amounts of data from complex data sources to meet a multitude of customer business needs.
• Document procedures, processes and system changes related to the PAR application. Develop business specifications for requested data and reporting.
• Served as team lead for the Portfolio Analysis Reporting PAR monthly process. Duties include: maintaining the business logic, researching data, business and reporting issues, preparing manual files, maintaining organizational and product hierarchies and validating data against the Profit Max system, the manual partner files, SQL base tables and the financials.

Confidential

Business Analyst - Contractor

• Responsibilities include communicating with all levels of management to gather, analyze, and summarize project related financial advisors and client information for de-conversion and conversion tasks.
• Tracked and updated milestones and tasks within the conversion project plan document.
• Coordinated conversion/de-conversion related activities and tasks with owners of the respective tasks including clearing firms such as Pershing, other broker/dealers, BETA Systems, print vendors, and LPL Business Development Support Services teams such as New Accounts, Retirements, Money Desk and Compliance.
• Assisted in data mapping and testing activities including review of test results, collect screen prints and providing data to respective testing teams.
• Provided quality control review of mailing data files, soft proofs, hard copy proofs and any other print vendor output related to client mailings.
• Investigated miscellaneous conversion related issues during the testing and post conversion phases.
• Participated on conference calls, as necessary, with the operations teams, BETA, Pershing, etc.

Confidential

IT Business Analyst II - Contractor

• Responsibilities include communicating with all levels of management to gather, analyze, and summarize project related consumer, small business and card information while managing multiple deliverables in a timely manner.
• Gathered and recorded metrics for heat map generation and Hoshin Reporting.
• Served as a liaison between level two and level three production support teams for data analytics.
• Consolidated information for one page presentations of incident details for senior leader presentations.
• Analyzed production stability, issues and heat map to identify areas of concern for stability, daily and monthly tracking and reporting of issues and impacts.
• Elicited requirements from various personalities across organizational and geographical boundaries.
• Proven experience at driving consensus across multiple stakeholders.
• Identified requirements via industry standard analysis techniques such as data flow modeling, workflow analysis, and functional decomposition analysis.

Confidential

IT Business Analyst - Contractor

• Responsibilities include communicating with all levels of management to gather, analyze, and summarize project related chart of account information, managing multiple deliverables in a timely manner, working in cross functional teams.
• Displayed familiarity with the testing of financial systems by ensuring that the data retrieved is reliable and correct.
• Demonstrated working knowledge of accounting principles by ensuring that the Merrill Lynch chart of accounts is reflected properly in the production environment of the SAP conversion.
• Completed legal entity conversion analysis to prepare the Deloitte consulting team to effectively upload Merrill Lynch legal entity information into the SAP testing environment.
• Prepared Microsoft PowerPoint presentations to train legacy Merrill Lynch controllers on SAP conversion tables.

Confidential

Programming Accounting Analyst

• Responsibilities included creating Microsoft Excel financial models based on corporate service contracts, preparing financial analysis and projections for the legal department and programming accounting, communicating with all levels of management to gather, analyze, and summarize financial information, and conducting on-the-job training for new associates. Also, performing account reconciliations and calculating adjustments.
• Contributed to a team that managed one-third of the expenses for the entire company. Served as the subject matter expert for approximately 50 contracts that equated to relatively 30 million in monthly expense.
• Manipulated massive amounts of numerical data to create reports for management and divisional personnel.
• Prepared monthly accruals, journal entries, payments and related supporting documentation for national programming and retransmission contracts to ensure compliance with all contract terms and company accounting policies.
• Effectively worked under pressure during monthly, quarterly, and annual close periods to ensure quarterly matrixes and annual reports was filed accurately and timely.
• Assisted with annual budgeting by providing the annual rates, calculating volume discounts and reviewing contracts for amendments and bad debt clauses.

Confidential

Financial Analyst

• Responsibilities included serving as a liaison between the Finance department and other areas of the Bank, preparing quarterly financial packages for the board of directors of Bank of America Capital Management and Columbia Management funds and preparing mark-to-market adjustments for the hedge fund group. In addition, managing demand deposit account activity for four legal entities, recording general ledger transactions, and verifying advisory and sub-advisory fee. Lastly, conducting on-the-job training for new associates and coordinating team-building outings.
• Ensured compliance by effectively communicated accounting policies and legal entity changes to all business partners.
• Maintained audit records and provided year-end variance explanations to the audit staff to enable them to complete the annual reporting for four legal entities of the Bank.
• Completed month-end close duties and ad hoc analysis to ensure that the books of the legal entities supported were properly stated on the general ledger.

Confidential

Audit Associate

• Responsibilities included performing inventory control analysis and audited middle market, mortgage, and consumer products and tracing numerical data to supporting documentation.
• Assisted management in preparing the 10K and Press Release for Bank of America, N.A.
• Supported senior associates and management staff in conducting financial audits by obtaining variance explanations from client representatives to ensure that the annual audit reports were accurate stated.