PROFESSIONAL SUMMARY

A Business Analyst / Project  Management professional in the Financial Services and Healthcare industry with  over 21 years of experience. Expertise in defining & documenting business requirements,  develop process / data flows, perform business analysis and project management  functions. Ability to coordinate and multi-task efforts across organizational  lines and effectively communicate to all levels of management. Experience  defining and researching solutions to issues that impede the projects  objectives. Proficiency in defining technical requirements, test plans, and  developing and managing use cases.

ACHIEVEMENTS

 
• Served as  system/SQA testing team lead by creating and executing test scripts for data  extracts, reconciliation, and reporting functionality. Analyzed and reported on all test scripts  that were executed to ensure expected results were achieved. This ensured we  were compliant and quality of testing was achieved.

 
• Managed the JIRA  issues report for the TDR Project Team. Ensured that all issues were accurate  and all statuses and comments were up to date. Responsible for designing and  producing applicable issues reports for appropriate stakeholders and team  meetings. Reports were used by all stakeholders to gauge project issues and was  also used as a compliance tool to track, log and close out all issues.

 
• Led analysis of  the Intrader system by working with analysts, developers and technical  team. This led to me providing a  complete and comprehensive function specification for the project, while becoming  a "Subject Matter Expert" for the Intrader system.

 
• Analyzed the  Source System / General Ledger reconciliation process that was to serve as the  core of the new Data Repository. Provided me an in-depth understanding of the  how the general ledger structure operated and allowed me to accurately  document, test and perform reconciliation functionality. The upfront analysis  eliminated any re-do of work downstream.

 
• Became my project  teams "Subject Matter Expert" in Requisite Pro. I was responsible for overseeing  the management and tracking of all "Use Cases" using this functionality. Also  develop use case process and data models to clearly identify data and system  flows. Requisite Pro is the compliant project methodology that is utilized  throughout State Street Corp.

 
• Documented  process and data flow by developing data models, prototypes and use cases.  Flows were executed by working with the business and systems associates to  gather data and then document by utilizing Visio or Rational software. These  efforts allowed both business and system personal to participate in accurately  documenting and understand how the process / data flows operated. This  exercise; eliminated rework downstream and to easily identifying areas were  improvements could be made.

 
• Managed "Use  Case" process by scheduling, tracking, and reporting on use case statuses to  management.

 
• Developed  budget management tools for HIPAA project where none existed previously to  ensure funds were not being overspent.  This reconciliation process managed project spending and eliminated  overpaying vendors which had previously been widespread.
 
• Developed and  managed various project management reports to the PMO office for the HIPAA  project which involved monthly / bi-monthly updates to upper level management.  These reports allowed all levels of management up receive up to date reports in  formats that were compliant to their needs.

 
• Worked with all  HIPAA project teams in ensure they were prepared to be compliant by a federally  mandated deadline. Assisted the teams in various capacities such as; developing  use cases, developed medical code traceability matrixes, interviewing business  users, documenting and resolving issues / risks and perform cost benefit  analysis.
 
• Documented  financial conclusions and recommendations for corrective action procedures in  accordance with business requirements. This provided clear and concise audit  records of what audit functions took place and what procedures could be  improved to maximize efficiency.

 
• Analyzed control  processes/ functions /operations and reviewed quarterly fund group  documentation procedures. This ensured that proper accounting controls were in  place to ensure compliance with all regulations and also limit financial loss.

 
• Developed  relationships with clients, vendors, brokers and internal business areas  regarding all account transactions and related issues. Gained colleagues confidence as a "can do"  person and became highly relied upon to manage all situations that impeded day-to-day  operations.

 
• Defined and draft  detailed business requirements for a reconciliation process by facilitating  user meetings, interviewing users, developing system use cases, researching and  resolving issues. This new process streamlined the business reconciliation  process by 75%.

 
• Assisted in the  analysis and reengineering of internal processes and recommend solutions and  improvements to fund group transaction methods. New processes allowed for  faster and more efficient movement of cash.

 
• Consolidated and  streamlined project documentation including all milestone reports, issue/risk  management processes, and intranet resources. This enabled all nine (9) project  teams and management, for the first time, to have accurate, up-to-date and  consolidated project data in timely manner.

Confidential, Boston, MA   Feb 2007   -  Feb. 2009

Business Systems Analyst, Officer  -  Global Treasury  Technology

 
• Interact with  various Global Treasury business areas and stakeholders to identify, define and  document complex business requirements and source system data elements.

 
• Develop knowledge  base of key Treasury products and systems that lead to the designation as a  "Subject Matter Expert".

 
• Ensure all  necessary data for use within the Treasury Data Repository is accurate, well  defined and thoroughly documented.

 
• Proficient in the  use of Rational SSUP / RUP Processes which includes the ability to create all  applicable artifacts and utilize the Requisite Pro software for analysis, use  case development and traceability purposes.

 
• Develop process  and data models (use cases) to clearly identify data and system flows.

 
• Work closely with  IT counterparts to analyze and review use cases.

 
• Define and design  required internal and external reports as determined by the business units.

 
• Identify,  document and escalated issues / problems relative to the project as they arise.

 
• Serve as system/SQA  testing team lead which involved creating and executing test scripts for  extract, reconciliation, and reporting functionality.

 
• Manage the JIRA  issues list for the TDR Team. Ensure that all issues are accurate and up to  date. Design and producing applicable issues reports for appropriate  stakeholders (e.g. Basel) and team meetings.

Confidential, Quincy,  MA Aug 2001   -  Jan 2007

Project Management / Consultant III: HIPPA, I.D. Conversion & Meta Vance  System Integration Teams

 
• Managed nine (9)  project teams' activities regarding multiple project updates, statuses, risks  and milestones regarding the implementation of new federal healthcare  guidelines and a new operating system.

 
• Consolidated and  streamlined project documentation including all milestone reports, issue/risk  management processes, and intranet resources. This enabled all nine (9) project  teams and management, for the first time, to have accurate, up-to-date and  consolidated project data in timely manner.

 
• Assisted Project  Managers and project team members with meeting report deadlines, resolution of  issues, and development / tracking of milestones. This effort enabled all  project team leaders to consistently meet monthly project deadlines.

 
• Assisted / Led the Risk Management team with its ongoing  assessment of the project by identifying and mitigating risks that would be an  impediment to achieving the timely implementation of new federal mandated  healthcare guidelines.
 
• Documented  business requirements and processes to be utilized by the information  technology group. This effort laid the groundwork for the IT team to develop  and configure all system requirements in order to meet business specifications  and requirements.

 
• Developed and  implemented Business Opportunity Review database on a new internet based  software called E-room. This provided all project associates a web-based  software that now provided a central location for all project documentation and  data.

 
• Extracted  business requirements by interviewing users and performing workshops. Data was  then re-validated by the uses and me to ensure completeness.

 
• Developed  traceability matrixes to easily identify data elements being moved between  applications.

 
• Developed Use  Cases utilizing Visio that clearly outlined process and data flows for both  technical and business teams.

 
• Developed user  specific "dashboards" for reporting project statuses.

Confidential, Quincy, MA July 1987  -  Aug 2001

Project Analyst  -  Business Project Services, 1999  -   2001

 
• Defined and draft  detailed business requirements by facilitating user meetings and interviewing  users, developing use cases, researching and resolving issues.

 
• Performed analysis  of internal process redesigns and recommend solutions and improvements.

 
• Reviewed client  specifications and developed rollout and implementation plans and procedures  for new clients.

 
• Coordinated  training and documentation of new functionality and provide initial help desk  support as part of rollout process.

Business Analyst  -  Securities Operations , 1998  -  1999

 
• Facilitated and  performed project research on multiple projects.

 
• Performed  analysis of internal business operations and documented findings.

 
• Assisted in  financial model development and implementation planning of an NRA tax system.

 
• Planned, scheduled and managed the daily operations of multiple client       relationships.

 
• Maintained & developed strong relationships with clients,       vendors, brokers and internal areas regarding all issues on accounts.

 
• Recommended and implemented methods to restructure client       procedures.

 
• Enhanced communication and problem solving processes between       various groups.

Team Leader   -  Institutional Investor Services Division, 1987 - 1997

 
• Developed relationships with clients, vendors, brokers and       internal business areas regarding all account transactions and related       issues.
 
• Reviewed and  signed off on audit, cash, financial and process reports.

 
• Provided training  to new staff members and provided input to their performance evaluations to  existing manager.

 
• Resolved complex  issues as required with internal and external client groups.

 
• Calculated futures and options daily cash movement.
 
• Relied upon to  provide clients with accurate and timely trade / settlement data and resolve  any and all issues in a timely manner.
 
• Worked with various brokers to resolve any trade       posting or settlement issues.

 
• Monitored, reconciled and verified sub-custodian share       holdings to ensure trades were not rejected due to lack of share       position.

 
• Planned and lead  audits of various pension fund portfolios.

 
• Documented  financial conclusions and recommendations for corrective action procedures in  accordance with business requirements.

 
• Analyzed control  processes/ functions/operations and responsibilities.

 
• Prepared formal  sign off and reviews with portfolio accountant.

 
• Created  and reported net asset information for assigned products (pension funds,  domestic / international portfolios).

 
• Prepared  month-end and year end reports for clients in a timely and accurate fashion.

 
• Managed  the timely and accurate control of securities transactions settling through  domestic & international sub-custodian banks.

 
• Monitored,  reconciled and verified sub-custodian holdings, distribution of income &  corporate action notifications.

 
• MA  -  Certification Business Analyst

 
• MA  -  Certified Income Tax Preparer

• Bachelor  of Science in Business Administration, Accounting Concentration

 
• Certificate  of Accounting, Honor Roll.