Summary of Qualifications

• Broad, in-depth business knowledge of the financial services especially insurance industry
• Highly skilled and experienced in all phases of the System Development Life Cycle trained in several system development methodologies including ECMS/DMAIC, UML, PWC's Summit PM, Agile, Nationwide's ESDm, and SDLC well versed in writing Use Cases, Use Case Diagrams, Entity Relationship Diagrams, and Data Flow Diagrams have good working knowledge of Six-Sigma and CMM
• Outstanding training, skills, and experience over ten years in business process, systems, and data analysis project and operations management and testing quality assurance and user acceptance in vendor- and custom-developed mainframe, client-server, and web-based systems business process re-engineering relational database modeling and administration and user training.
• Superior interpersonal, communication interview, presentation, and written , analytical, and quantitative/statistical skills
• Highly proficient in MS Office including Excel and Access , MS Project, Visio, PowerPoint, Lotus Notes, SQL, Clarity, SharePoint, Discovery. Experienced and trained in XML, HTML, Cognos PowerPlay, Seagate's Crystal Reports, Rational Requirements Composer, and Rational Team Composer.

Professional Experience

Confidential

Senior Business Analyst Contractor

• Performed business analysis and quality assurance tasks.
• For the current insurance administration system, prepared requirement documents story cards, Gherkin statements, screen mock-ups for enhancements and defect fixes, conducted quality assurance testing, and wrote release notes. Conducted user demonstrations and training. Investigated data issues, reviewed system tables, and prepared operations reports using SQL .
• For the new vendor system implementation project, prepared the following requirement documents in Rational Requirements Composer: Business Operations Model As-Is Process Maps, Business Context Diagram, Business Event List, Business Policies and Practices, Value Chain , Business Alignment Deliverable Business Objectives, Business Rationale, Critical Success Factors, Decision Framework, Organizational Impact, Solution Scope, Stakeholder Needs and Expectations, Strategic Intent , and Solution Requirements Deliverable Actor Catalog, Business Rules Catalog, Information Requirements, Non-Functional Requirements, Relationship Map, Reports Catalog, Solution Overview, To-Be Process Maps, Use Case/ Epic Catalog . Met with business and technical teams to discuss and review requirements and various issues.
• Used Rational Requirements Composer and Rational Team Composer.

Confidential

Senior Business Analyst Contractor

• Performed business analysis and testing tasks to create documents about the company's systems and business processes.
• Conducted interviews of various sales, operations, and IT staff members to document the company's websites 19 , vendors, applications, infrastructures, and business processes for show exhibitors and attendees .
• Conducted functional testing of the various websites' online show exhibitor application and attendee registration functionalities. Prepared design documents and uses cases.

Confidential

Senior Business Analyst Contractor

• Served as senior business analyst responsible for supporting LIUCargo.com and Underwriting Platform see below .
• Performed business analysis, project management, and quality assurance tasks.
• Served as senior business analyst in the development of Underwriting Platform, a web-based underwriting and issue system for LIU underwriters. Based on marine cargo B2B system see below , it initially supports primary casualty but will be extended to support other products in the future. The project employed Agile development methodology and Microsoft's .NET Framework. Wrote business requirements documents as well as UAT plan, test cases, and test scripts. It was successfully implemented in production on Oct 7, 2011. Responsible for supporting Genius feeds.
• Served as senior business analyst in the development of LIUCargo.com, a marine cargo B2B underwriting and issue platform. The project employed Agile development methodology and Microsoft's .NET Framework. Wrote business requirements documents, data migration plan, as well as UAT plan, test cases, and test scripts. System was successfully implemented on time and on budget in Nov 2010. Responsible for supporting the system. Investigated and resolved production issues prepared specifications for enhancements performed maintenance and simple enhancement tasks. Served as SharePoint content manager for the Marine Cargo B2B site.
• Served as US business analyst for SAP FI, CO, BW . Attended in-house training seminars. Monitored change requests and bug fixes submitted to the production support team.
• Served as US business analyst for the Finance, Reinsurance, and Actuarial Working Committee responsible for reviewing and prioritizing enhancement and bug fix requests for systems used by these departments .

Confidential

Project Manager / Senior Business Analyst

• Initially hired as a contractor through SciVantage in Jul 2007 became an employee in late Aug 2007.
• Apr 2008 to Feb 2009: As Service Delivery/Technical Project manager, facilitated successful implementation of Brokerage Consumer Portal projects Online Transfer of Assets, Expand Research Tools Access to All Clients, Email Phone Welcome and Win Back, XAD to KTC Extract Retirement, and various maintenance items . BCP employed JBoss AS, Oracle DB, Interwoven TeamSite, JavaServer Faces, and XMLs sourced data from Wall Street On Demand and First Rate
• Worked with the business team to develop the business requirements and other deliverables wireframes, content deck, test plans and cases, implementation plan, control plan .
• Worked with the Technology team to ensure correct understanding of business requirements.
• Facilitated meetings, wrote Functional Requirement Documents, and managed SIT/UAT.
• Performed business systems analysis and related tasks to ensure successful completion of assigned Brokerage Consumer Portal projects.
• Prepared high- and low-level object-oriented design documents which included Use Cases, Use Case Diagrams, Data Flow Diagrams, data definitions, data mapping, XML requests and responses, and report specifications .
• Worked with developer and quality assurance analysts to ensure the projects are implemented correctly. Participated in SIT/UAT.
• Used ECMS, Six-Sigma, Clarity, SharePoint, and Discovery, Word, Excel, and Visio.

Confidential

Senior Business Systems Analyst

• Performed business systems analysis and related tasks to ensure successful completion of assigned projects.
• For the Insurance practice, served as subject matter expert.
• Prepared life insurance process flows, state models, use case diagrams, and detailed new business policy issue and underwriting use cases using Word, Visio, and GRADE Modeler.
• Conducted industry research necessary to assist marketing and improve the Insurance Process Backbone this is primarily for commercial and property and casualty insurance . Participated in sales meetings with potential clients.
• For the EquaTrax Shared Royalty Platform SRP project a music royalty system for Universal and Warner Music Groups , prepared object-oriented analysis documents Domain, Business Process including XML requests and responses, Use Cases, reports, test case scenarios, and test cases for Provision Analysis, Escheat Processing, and Statement Feeds and Formats. Managed these work streams. Used Word, Visio, and Excel. SRP employed JBoss AS, Oracle DB 10g, Java Swing, and XMLs.

Confidential

Senior Business Systems Analyst

• Performed business systems analysis and related tasks to ensure successful completion of assigned projects. Served as accounting subject matter expert.
• Financial Framework Initiative Straight-Through Information - Successfully completed on schedule and within budget the Business Requirements Document for FFI STI, an enterprise-wide financial systems reporting project. Project's goal was to extract financial business events data from over 100 systems. After enriching the data, feed it to Microgen accounting rules engine , which would generate the journal entries to be sent to PeopleSoft eLedger. Prepared a well received Project Charter and Requirements Definition Document including the standardized extract file layout . Worked with the STI team to ensure proper conversion of the extract file into STI databases that would support Microgen. Phase 1 was successfully implemented in June 2005.
• Product Implementation - Successfully completed on schedule and within budget the Accounting Requirements Document worked with Business Controls and the Requirements Definition worked with other BSAs for a new product MLI-USA ULSG 04 implemented on Vantage-One system. Prepared additional specifications for planned enhancements. Performed the same role on a subsequent multi-product implementation project. Requirements Definition included XML requests and responses.
• System Enhancements - Successfully completed on schedule and within budget the Business Requirements Documents for various system enhancements and bug fixes. In one project, managed an enterprise-wide system enhancement which involved multiple project teams .
• For these various projects, prepared use cases, use case diagrams, data flow diagrams, and entity relationship diagrams. Used Word, Excel, Visio, and Caliber.

Confidential

Senior Business Analyst Consultant

• Assigned to the AIU Reinsurance Repository ARR project as Senior Business Analyst. ARR is a reinsurance experience database Oracle and reporting Cognos PowerPlay system that would support SOX compliance.
• Prepared the Business Requirements Document including the data dictionary, use cases, use case diagrams, data flow diagrams, and entity relationship diagrams based on interviews of user representatives from Claims, Actuarial Services, Reinsurance Services, and Reinsurance Accounting departments and technical experts as well as review of various AIU systems. Used Word, Excel, Visio.
• Led and participated in requirement meetings with users and project team.
• Prepared the Project Charter, Project Plan, Project Status Reports, minutes of meetings, and other project documents.
• Developed Cognos PowerPlay reports for the prototype.
• Prepared data mapping of AIG reinsurance system's data elements to various AIU systems' data elements.

Confidential

Business Process Consultant

• After working as a BusinessEdge Solutions consultant for over a year, was re-hired as an independent consultant to revise and update the Business Process book, which detailed in flowcharts and narratives four levels of business processes for new business, policy administration, claims, billing and collection, and agency management. Used Word, Excel, and Visio.
• Led and participated in requirements meetings with users and project team.
• Project required examining the detailed system design documents for as well as user testing the Taiwan version of Amarta insurance administration system . See description of complete NYLI project under BusinessEdge Solutions below.

Confidential

Senior Consultant, Financial

• Served as Subject Matter Expert and Senior Business Analyst in the Financial and Insurance Services Group.
• Participated in several business development activities AIU, MONY, Guardian, COPIC, etc. . Prepared resource materials and detailed project proposals including content and functionality mapping, user interface concepts, and architectural diagrams and participated in client meetings. All projects were about developing e-business strategies or building web portals.
• Prepared several Re-Usable Solution Assets RSAs for the Insurance practice.
• Features-and-functions lists for life and health, property and casualty, and group benefits web portals.
• Use Cases and Diagrams for various insurance business processes
• Served key roles in several consulting assignments described below .