PROFESSIONAL SUMMARY

• Over 18 years total IT experience in Business and Technical IT Lead. Have extensive domain exposure in Financial, and Insurance spheres.
• Salesforce Annuity, Life, Retirement Services financial applications.
• PeopleSoft Financial expert for: Accounts Receivable, Billing, Fee Calculation and General Ledger and Functional experience on Account Payable;
• Dynamic, Diligent, Meticulous and Versatile Project Leader/Coordinator with good analytical, interpersonal, co - ordination and delegation skills;
• Effective written/verbal communication;
• Quick Learner with ability to multitask effectively.

TECHNICAL SKILLS

Job Function: Analytics Architecture, Configuration Management, Data Analysis, Data Modeling, Programming Requirements

Unified Modeling Language: Strategic Business Analysis, Data Warehousing, Process Engineering, Project Management, Quality Assurance, Training, Vendor Management

Project Management: MPP, MS-Office, MS-Visio

Operating System: Unix, Windows 2000

Language: Salesforce, CRM application, C, C++, Java, PL/SQL, Object Oriented concept, Peoplecode, Application engine, Component Interface, Application Designer, Peoplesoft Tools Version 7.x and 8.x.

Tools: Crystal Reports, SQR reports, nVision, Oracle reports 6i, MPP, UML, Unix Shell Script, Oracle form 10g, Oracle reports 10g,, Toad, Version One for Agile stories.

DBMS: Oracle 11g, MS-SQL.

PROFESSIONAL EXPERIENCE:

Confidential, CT

Business Solution Consultant

Responsibilities:

• Responsible for ensuring that new capabilities satisfy business needs and align to the business area’s overall strategy. Manage requirements, gathering project tasks, and perform data analysis; while building and executing technical solutions to streamline processes.
• Create pricing documentation for higher level scope and BA estimation for L1, L2 efforts. Attending Pricing meeting to understand overall - BA/QA and Dev estimation for Projects.
• Identify gaps to increase efficiency and provide solutions to satisfy both management and business areas using a combination of data analysis, configuration, workflows, validation rules, custom fields/formulas, reporting/dashboards, Apex Data loader, and CRM Fusion
• Document workflows, business requirements, and functional specifications for management and technical teams. Develop user stories and participate in design reviews.
• Conduct usability and user acceptance testing (UAT) and provide feedback based on the technical specifications to QA and technical teams. Develop test cases, perform QA testing, implement new processes and procedures for affected business areas, write workflows, and provide training (live -in house, web based and via live web meeting).
• Act as subject matter expert for various business areas, providing technical support, documenting enhancements/issues per the client’s request. Provide on-going training and update workflows as needed.

Confidential

BA lead

Responsibilities:

• InvestCloud TechStack project: Rules of Engagement design for TEM and RR reps.
• Role Hierarchy Project for Broker Dealer complex rep office sharing simplification and centralization of visibility for Internal and External reps.
• Simplification of Internal Rollover workflow and Rollover Strategy.
• Automation for External Rollover workflow for Account Consolidation team along with implementation of multiple integration mainly: Adobe e-sign for VIPS and VRIAC Rollover 19 forms, Task Manager WORM storage, Time tap scheduling.
• Salesforce Shield encryption for New York Regulation for Sept 2018 release.
• Project for Social media (Facebook, twitter and LinkedIn) email and communication journaling (FINRA regulations) - Vendors: Socialware and Hearsay.
• DOL regulation project for eBlotter Post trades from Albridge (Lightning), Client Dashboard for BD reps
• Financial Planning project for Advanced Planning team and ACH payment processing using EWS (Early warning system) rules matrix leveraging Well Fargo web services for ACH verifications.
• Succession Planning regulation project, Orchestrate workflow automation project.
• Aces to Ease Data migration project for Wave 1 to 6 for Direct Way business.
• Hybrid RIA project for Broker Dealer
• Six Sigma project for Lost Security Holder regulation - SEC 17ad-17: Retail client undelivered mailings.
• Legal/compliance project for ING to Voya rebranding (duration = 10 months) for Web service application which includes: 6 SFDC applications for - Annuity/Life/Retirement/Voya retirement Advisors/Employee Benefit/ABA. 15 Vendor applications associated to various SFDC orgs (Morningstar, MoneyGuide Pro, Albridge, Forefield, etc).

Confidential

Lead Business Architect

Responsibilities:

• Creating business architecture models demonstrating how products, operations and systems interoperate within the organization.
• Leads the effort to work with business leaders to identify business capability needs and prioritization. Functions as a liaison to Business and IT partners in order to gain a broad understanding of industry trends and innovations, and their impact on technology.
• Provide architectural oversight of projects; ensure requirements are in alignment with business strategies and business architecture roadmap/framework.
• Creating and Maintaining - Elicitation Calendar, BA Dashboard.
• BA Estimation L1, L2, L3
• Key responsibility of Change control execution and monitor
• Enduring quality of work with each deliverables.