PROFESSIONAL SUMMARY:

• Business Analyst with eight years experience in global companies and highly effective at developing, evaluating and implementing operational processes.
• Effective in translating business requirements and objectives into successful system solutions. Excel at end - user and conducting user acceptance testing and process improvements. Experienced with financial reporting, budgeting, compliance, improving productivity and lowering costs.
• Six Sigma methodology
• Workflow analysis
• Gap analysis
• Business process mapping
• Identify workflow inefficiencies
• Test case scenarios
• Strong Microsoft Office Suite
• Microsoft Project and SharePoint
• Finance and Accounting
• Payroll Accounting
• Financial reporting
• Audit and Compliance
• Accounting operations professional
• Account reconciliation specialist
• Detailed account analysis
• Superior attention to detail

TECHNICAL SKILLS:

SYSTEMS Workday: SaaS ERP, PeopleSoft ERP, Lotus Notes, Navision, SAP, Great Plains, Lawson.

COMPUTER Microsoft Office 2010: Excel, Access, Word, PowerPoint, Publisher, Visio, Project;

SKILLS: Windows 8, SharePoint 2010, Clarity PPM, Acrobat Pro, Live Cycle, Crystal Reports.

PROFESSIONAL EXPERIENCE:

Confidential - San Francisco, CA

Business Analyst

Responsibilities:

• Communicated with staff to produce business workflow process and the integration of Workday into their current business environments for: Global Hires, Moves, Exits and Benefits/Compensation. Performed activities including data mapping of PeopleSoft to Workday, validation of conversion data, follow-up to ensure completion of action items issues log, as well as assist in configuring Workday system to meet each client's unique business requirements.
• Designed reporting processes, and procedures for reporting requirements of the individual project teams.Made presentations to management; maintain scorecard, monthly dashboards and project management reporting including managing project plans and tracking milestones as well as deliverable dates.
• Assisted the senior director in the planning of program meetings and strategic program planning. Updated the roadmap based on new requirements. Worked with a variety of business units to prioritize new requests.
• Performed business modeling, process workflow analysis (Six Sigma methodology) for HR functions Job Requisitions, LOA, FLSA, Exit Management, VOE and Payroll integration analysis. Conducted interviews with key business stakeholders to collect information on business processes and user requirements. Facilitated meetings to elicit business process workflow information from SMEs. Mapped process activities to desired outcomes to rectify operational inefficiencies. Recommended operational improvements based on tracking and analysis of the data and presented case findings to senior management.
• Lead data clean-up initiative for identity security access and authentication risk assessment analysis for PeopleSoft system. Examined SSAE 16’s for non-compliance and obtained resolution of findings related HR operational issues. Respond to Sarbanes Oxley (SOX 404 audit findings by correcting processes and develop necessary controls. Defined Service Level Agreements (SLAs); measured and monitored service performance against SLAs. Identified best practices industry benchmarks, and KPI metrics. As global HR SharePoint administrator made improvements to the SharePoint communication tool for governance of HR Technology.

Confidential - Sacramento, CA

Business Analyst / Financial Analyst

Responsibilities:

• Communicate with senior management on actions taken and status of the mission.
• Ensured employers and former employees properly paid insurance carriers by researching accounts payable systems and insurance carrier statements for proper rates and over/under payments. Presented findings for reimbursement or payment to bring the accounts current.
• Performed financial and statistical studies that drive financial reporting including dashboard and monthly highlights of subsidiaries. Performed analysis of investments for proper accounting as well as proper commissions and ceding for subsidiaries. Monitored and analyzed financial, statistical and operational data trends. Provided internal and external clients with standard reporting and ad hoc financial reports as required.

Confidential, Rancho Cordova, CA

Business Analyst

Responsibilities:

• Confidential: Performed and analyzed payroll procedures and documented business processes including workflow diagrams in preparation for the implementation of (SAP). Using SDLC methodology participated in strategy regarding current state (FLX) and future state (SAP) gap analysis to achieve greater efficiencies. Communicated with senior management on actions taken and status of activities.

Confidential, Sacramento, CA

Consultant

Responsibilities:

• State Labor Union: Annually assisted controller in preparation of year-end financial reports, budget and financial forecast trends and analysis. Validated bank reconciliations and reconciled balance sheet accounts for 51 District Offices prior to annual audit. Performed payroll calculation and reconciliation of bi-weekly payroll as well as the analysis for California State Employees Association payroll to actual budget. Revised the Policy and Procedures manual for asset accounting.

Confidential, Roseville, CA

Project Consultant

Responsibilities:

• As Accounting Manager, managed general ledger account activity and reconciliations. Revamped the business processes performed by staff to ensure accuracy and best practices in preparation for software conversion. Trained staff in best practices. Ensure compliance with GAAP accounting. Comply with regulatory reporting for hospital, hospice, and subsidiaries. HIPAA/Medicaid compliance reviews. Reconciled Medicare account activity.
• Performed internal reviews of procedures for fraud, defalcation, and financial discrepancies. Examined change controls systems that business unit implemented.
• Identified processes in need of corrective action; prepared and documented account reconciliations. Performed internal audit function analyzing compliance with procedures and financial risk.
• Identified opportunities for improving business processes in partnership with process owners and management through associated information systems. Examined SAP system financial reporting for compliance with policy and analysis of internal controls led to opportunities for improving business processes in partnership with process owners and management through associated information systems.

Confidential, Sacramento, CA

Comptroller / Systems Manager

Responsibilities:

• Led team in successful conversion of specialized Bankruptcy software system using Agile methodology. Performed testing from detailed test scripts to ensure the system functions were operating properly. Identified business processes in need of corrective action along with providing solutions and successful implementation.
• Accounted for all income and expenses for the trust as well as the operating unit. Managed vendors for payroll, employee benefit plans, and premises, leases, as well as telecommunications systems. Managed all cash in bank and investment accounts for ZBA analysis and cash management. Responsible for managing the accounting and IT staff in facilitating non-profit bankruptcy office. Produced and streamlined annual forecast and budget process, created budget monthly variance analysis reports, prepared financial statements for Justice Department.

Confidential, Folsom, CA

Business Analyst

Responsibilities:

• Led the accounting and finance effort to convert ERP system to meet regional needs as well as employing SDLC methodology for implementing accounting system. Managed the project plan, issues log and consulted with senior management in regular meetings for proprietary system for all California State Prisons.
• Completed detailed test scripts and perform system testing to identify areas of weakness and vulnerability of performance. Assisted in development of SAP implementation and developed test scenarios for multi-product manufacturing, made change requests and documented issues. Noted problems on issues log, followed up to ensure changes were completed in proper manner. Retested and if warranted closed item.
• Responsible for research and assess business the impact as result of business workflow changes. Performed research and analysis of existing and proposed accounting procedures and internal controls involving large amounts of data.

Confidential, Sacramento, CA

Owner

Responsibilities:

• Responsible for start-up and management of business enterprises in food service industry. Developed and maintained relationship with Fortune 500 companies. Manage three staff members. Responsible for preparation of financial statements and bids on competitive contracts for coffee service.

Confidential, Concord, CA

Auditor / Business Analyst

Responsibilities:

• Supervised six technical writers of and documentation team that successfully completed the and technical user manuals. Trained managers and staff on the system.
• As business analyst I was responsible for developing business product strategy for CIS and Deposits with SME to meet global needs for new proprietary system implementation. Designed and prepared detailed user test scripts and performed system testing to identify areas of weakness and vulnerability of performance.
• International audit - applied problem solving skills to risk sensitive and complex financial markets involving trade finance, capital markets, and merchant banking. Responsible for examination of fraud and risk-sensitive bank operations such as foreign exchange, trade finance, and investment securities. Lead audit team and produced audit reports for Audit Committee detailing financial and operational risk exposure.
• Domestic audit - investigated complaints, including fraud, and directed adjusting journal entries as well as accruals. Interfaced with mid-level and senior management to resolve transaction discrepancies. Discovered fraud and misappropriations of funds saving the bank thousand of dollars. Saved the company millions in loss of bearer bonds as well as savings during investigation of variances, fraud and improper entries and non-compliance to policy.