SUMMARY:

• With a career progression that has taken me from IT technologist to systems developer and designer to business analyst to team and project leadership
• I have demonstrated a solid and consistent record of growth and . I have worked in all phases of the project life cycle, developing expertise in a wide variety of business applications in the insurance, brokerage, and banking industries.
• Highly - motivated and team-oriented, I am constantly upgrading my management, business and technical skills. I have studied for and earned PMP, CPCU, Risk Management and Data Analytics accreditations.

TECHNICAL SKILLS:

Systems Development: Project management; business requirements, functional requirements, data requirements; data modeling; systems analysis and design; object-oriented design; programming; QA and UAT testing; Agile, SDLC and Waterfall; data analysis

Business Expertise: Equities, options, fixed income, futures/commodities; order and execution management, settlement and clearance; Wealth Management and Asset Management; P&C and life insurance

Databases/ Languages: C++, DB2, Sybase, SQL Server, Access; SQL, DataStage, VBA, Python, XML

Desktop Tools: Microsoft Office, Visio, PowerPoint, MS Project, Cognos Query Studio, QlikView, HP-ALM

Professional Credentials: PMP, CPCU, AIDA (Data Analytics), ARM (Risk Management)

PROFESSIONAL EXPERIENCE:

Confidential

Sr. Business Systems Analyst

Responsibilities:

• 11 years of increasing responsibilities to develop new and enhanced functionalities in Reinsurance Finance and associated operations
• I am currently functioning as Product Owner in a major RPA enhancement to automate the collateral call process. My major responsibilities include:
• Develop current state and future state process flows
• Elicit and document business requirements, and communicate these requirements to IT
• Pro-actively assist in tech design to ensure the apps meet business requirements
• Manage a team of off-shore and on-shore resources to perform UAT
• Enhance and remediate program code
• Educate and train the business users
• Lead BA/PM to migrate and upgrade domestic sub-ledger to a vendor-supported product
• Lead BA/PM for enhancements to the collateral call
• Lead BA/PM supporting Schedule F, culminating in the re-design of the Schedule F
• BA for FAS5 reporting
• BA supporting global reinsurance
• BA supporting Company master data
• BA for ad-hoc projects for reporting and data transfer to/from other departments such as Actuarial, Claims and Collections
• Business Analyst for the Wealth Management department at JP Morgan Chase; producing program specs and assisting in developing test plans for a statements interface project.

Confidential

Information Engineer

Responsibilities:

• Business Analyst/Team Lead/SME for UniSure, a policy management system for assumed and ceded reinsurance specializing in reinsurance claim payments and disbursements. Responsibilities include: determine stakeholder requirements; design system enhancements and get them approved; hands-on program development; assign program development and ensure its timely completion; coordinate system, QA, and UAT testings; report to technical and user management; and maintain the overall integrity of the system.
• Ad-hoc developing and repairing macros and VBA code in Excel and Access.
• Led projects to upgrade UniSure to a newer version, and to migrate Unisure to Travelers. This included porting data and custom functionality from the current version to the new version, and adding new functionality.
• Designed, coded and tested programs (job stages) in the ETL tool DataStage to export and transform mainframe files and DB2 tables to an Oracle database.
• Hands-on Business Analyst for the Trial Balance/Schedule F project. Worked closely with key members and management of the Finance, Reinsurance, and Accounting departments to analyze, design, develop, and implement a core Trial Balance function that is part of the central repository of the company’s ceded business and also feeds the Schedule F reporting system.
• Designed, developed and implemented a billing and tracking system for an independent medical evaluations (IME) company. The system logs insurance companies sending patients for evaluation, and tracks the progress of the patients, patient reports and billings through the lifecycle
• For Merck, a major pharmaceutical company, helped convert legacy programs in a prescription-filling system from flat-file access to DB2. These programs reported prescriptions filled over-the-counter and by mail, and provided for automatic refills by mail.

Confidential

Senior Level Developer

Responsibilities:

• Led a team of business analysts in a project to re-engineer the legacy Order Management system (equity/option/fixed income trade management system) to a C++ UNIX system.
• Lead analyst/programmer for the “decimalization” project for OMS.
• Revised and upgraded a UNIX Solaris front-end to OMS written in C++ using Sybase and MQ. Responsibilities involved gathering new user requirements, rewriting existing code, designing objects, adding new functionality, rewriting and enhancing scripts, writing new SQL, testing the entire package and bringing it forward into production.
• Assigned to the Field Technology group to remediate mainframe and C/C++ programs for Y2K.
• Remediated client-server and Internet modules.
• Reviewed and wrote database definitions and stored procedures for Sybase, Oracle, and SQL Server databases.
• Project leader on the open loan component of a global securities lending project. Designed the programming specs for the component, data modeled several tables in the DB2 database, and coordinated 4 developers in the programming effort. Also, responsible for the system testing of the open loan logic with the front end.
• Performed functional/business analysis for a global custody system. Determined the business requirements for the system, with a particular emphasis on the DB2 database design.
• Worked on the Y2K effort for the current global custody system.
• Led a team on the Wealth Management system that developed an international currency function to handle international positions; and a portfolio tracking and adjustment function allowing the customer to select positions to be liquidated.

Confidential

Senior Consultant

Responsibilities:

• Equities/Options: Developed a functional specification document for an equity order match and execution system. Project Leader and Supervisor for developing numerous back-office applications (cash blotter, stock borrow/loan, corporate actions, clearance and settlement). Designed, wrote, and tested an order capture program for the IBM PC, and an associated PC-to-mainframe data transfer program. Worked on a major update of an international equities system. Maintained and enhanced an equities order matching application.
• Futures/Commodities: Co-authored a functional specification document for a commodity order management system for the CBOT. Project Leader and Supervisor for developing a front-end processor for a commodities processing system. Developed major upgrades to settlement, clearing, and account allocation functionality.
• Other: Co-authored a survey describing the current cybersecurity environment and its user community for Bell Labs. Project Supervisor and Lead Analyst/Programmer in the developing the central component of the money market Resource Management Account project.