TECHNICAL SKILLS:

• SQL
• SAP ByDesign
• PowerBI, Domo
• CRM and ERP implementation, Excel

PROFESSIONAL EXPERIENCE:

Confidential

Product Manager

Responsibilities:

• Product manager for two teams, Billing and Analytics
• Working directly wif stakeholders to create initiatives, manage priorities, and report on deliverables
• Working wif product teams in different stages of growth, wif very different goals and challenges
• Working on initiatives to map out company product interaction map
• Working wif development leads to improve company architecture
• Responsible for establishing Agile sprint goals, and leading all stages of teh sprint
• Strong understanding of Agile sprints, wif heavy emphasis on KPI reporting

Confidential

Project Manager / Product Manager

Responsibilities:

• Handling all stages of teh SDLC and being responsible for teh company project portfolio
• Leading projects across multiple teams, internally and externally
• Leading initiative to increase teh modules we use in our ERP (SAP ByDesign) to maximize its benefit
• Led migration of sister company from QuickBooks to teh ByDesign ERP accounting platform, including end - user
• Leading initiatives to integrate multiple sources of payment information (online banking, credit card companies, expense reporting tool, etc.) to feed automatically into ByDesign and automatically generate relevant contracts and invoices
• Leading an initiative to merge data centers across ERP and multiple event platforms onto one complete CRM tool
• Working on multiple data analytics initiatives (customer loyalty scores, company records cleanup, financial reporting, etc.) using PowerBI and SQL and reporting to teh executive team
• Product Owner for ASUG University SAP course system (UX, payment platform setup, reporting, etc.)
• Product Owner for ASUG events app (smart app wif customer engagement)
• Led initiative to aggregate all user feedback across all events platforms using SQL and Qualtrics
• Responsible for all reporting on project status, and reporting on evaluation of prospective projects

Confidential

Business Analyst / Project Manager

Responsibilities:

• Specialized in Global Markets, working on 3 separate projects across 2 teams that focused on ETF enhancements
• Focused on finding overlap between project goals and ways to leverage current BAML technology to lower project costs and completion time
• Involved in project feasibility analysis and reporting to department heads
• Responsible for coordinating all key stakeholders and reporting all updates in teh SDLC
• Responsible for creating all business requirement documents, data flow diagrams, high level reports, scopes, etc.
• Leading initiatives involving senior BAML associates and quickly learning current departmental procedures to find creative solutions to automate or enhance current processes
• Involved in forecasting project budget and predicting impacts of funding changes on project scope

Confidential

Business Analyst

Responsibilities:

• Work wif customers to define detailed business requirements and scope for developer team
• Assisted in forecasting budget and analyzing detailed requirements for new projects
• Develop precise documentation of functional requirements that can directly be converted to test plans, use cases, and system conceptual designs for development project plans
• Assisted in preparing business requirement documentation and presenting project goals to senior associates
• Working directly wif developers in creating deliverables for customers
• Involved managing information on customer orders over multiple platforms and strong excel skills

Confidential

Business Analyst

Responsibilities:

• Assisted client services team for commercial clients in daily client account transactions
• Worked on creating comprehensive policy guidelines for multiple job tasks in teh department
• Monitored team performance and set standards for evaluation

Confidential

Syndicated Loan Agency Associate / Business Analyst

Responsibilities:

• Maintain a working noledge of my deal portfolio and be teh single point of contact for all borrowers, lenders, auditors, and legal teams inquiring about my deals
• Calculate, invoice and disburse all deal related funds (fees, interest, principal, borrowings, etc.)
• Handled bank reconciliation for teh department
• Led an initiative to completely automate teh bank reconciliation process
• Involved in every step of teh SDLC for software updates for multiple proprietary softwares
• Actively involved wif multiple departments in projects to automate current manual work processes
• Handling all reporting of UAT between my team and developers
• Worked wif developers in creating queries for metric tracking reports and ensuring project goals were accurately met
• Handled all reporting of project updates wif multiple departments

Confidential

AML/KYC Specialist

Responsibilities:

• Assist in setting department standards for AML/KYC commercial client records
• Analyze teh risk associated wif teh client and escalate as necessary
• Perform research via internal and external sources, gather and analyze documentation in accordance wif regulatory and KYC requirements
• Update and verify information in multiple internal and external records to meet compliance requirements and maintain consistency in client records

Confidential

Implementations Associate

Responsibilities:

• Setting up Chase commercial clients in daily investment sweeps
• In-depth data entry across multiple Chase internal databases
• Implementing new investment vehicles for high-profile clients
• Managing customer data across multiple platforms to update and organize customer records

Avant Credit

Senior Verifications and Process Improvement Specialist

Responsibilities:

• Mass data analysis and data regression to find causes of loss of productivity
• Review loan applications and work wif customers to improve chances of acceptance
• Research productivity trends and collect relevant data on employees to create meaningful process changes
• Extremely data driven role: SQL, Excel, Stata