SUMMARY:

• Self - motivated and hands-on Software Quality Assurance/Test Engineering Management Professional with over 25 years of experience and the ability to manage projects, lead by example and direct/focus the efforts of others.
• Superior technical, organizational and problem solving skills coupled with the ability to set priorities and manage multiple tasks. Highly analytical, an effective communicator, and a dedicated, responsible team player who follows through to task/project completion. Noted for the ability to get the job done, achieve customer satisfaction and derive maximum productivity from staff and subcontractors.
• Project Management · Manual Testing · Agile · Process Management · Test Requirements Documentation
• HP Quality Center/ALM · System Engineering · Fault Tree Analysis · Report Writing
• Team Leadership · RUP Methodology· Test Plans & Strategies · Full SDLC
• · Compliance Testing · Business Requirements Document

PROFESSIONAL EXPERIENCE:

Sr. Business Analyst

Confidential, New York, NY

Responsibilities:

• Sr. Business Analyst for BOLT (Business Operation Leading Edge Tool) Project at Mercer Corporation, part of Marsh and McClellan Companies located in New York, NY. Reported to the Solution Leader for a multi-million-dollar project.
• Authored Master Business Requirements Document for BOLT Project. This BRD is a roadmap to communicate the detailed business needs to the IT group, so that the functional/technical requirements for the future system can be created. This BRD described the major sections of the application: Central Data Warehouse, Document Management System, Workflow, Calculation Engine, Reporting Engine, Rules Engine, and the Security Access/Entitlements.
• Articulated workflow paths in Visio. These flows consisted of the necessary information and date inputs, the necessary peer and compliance reviews, and the necessary deliverables to the client and insurance carriers.
• Created Home Runs in the process by building in compliance adherence to specific functions.
• Designed Dynamic Intake Form/Checklist that not only guides colleagues use, but, updates immediately, for smart configuration. For example, if the task manager selected the work to be done in Europe, only his European Resources would show as available.
• Specified Security Access/Entitlements to include Privileges, Roles, and Tasks. This effectively controls who can create/update/delete specific data and provides a compliant environment.
• Guided interviews with Subject Matter Experts to obtain technical specifications and data necessary to create BRD.
• Guided interviews with Vendors to determine their capabilities and capacities to complete build.

Test Manager

Confidential

Responsibilities:

• Test Manager for Compliance Testing at GWIM Technology and Operations Department at Bank of America Account located in Hopewell, NJ.
• Carlisle & Gallagher Consulting Group (CG) is a management and technology consulting firm delivering large-scale, complex solutions for seven of the ten the world’s leading financial services organizations.
• Led development and execution of regulatory driven Compliance Monitoring & Testing of key high risk processes controls for multiple location LOB (Line of Business) at a Top 4 U.S. Bank and Wealth Management Firm.
• Guided interviews with Subject Matter Experts to obtain technical specifications and data necessary to create test scripts.
• Directed workload across analysts for most efficient completion of scripts and their execution.
• Led team in creation of sample data strategy. This included data acquisition from mainframe and Oracle environments.
• Supported client relationship management activities including prospective client introductions, capabilities reviews, and proposals development.
• Created Excel documentation for test scripts, testing status, and automation feasibility.
• Completed Project on time and in budget. Innovated data sample collection to save time during process.

Test Lead Manager

Confidential

Responsibilities:

• Test Lead Manager for UAT at the Alternative Investment Services Department at JPMorgan Chase Account.
• Developed test policy, including Test Case Execution and Evidence collection of applications for the management of Alternative Investments. These applications included Geneva 10, Data Command Center, TLM, and the Client-Facing Portal.
• Focused the project's efforts in AGILE process with the use of JIRA and ALM for defect and project tracking. Different projects used different levels of AGILE. Testing was managed to the level of AGILE used in a project.
• Managed the execution of testing with the Operations personnel. Set-up Test Instances in HP Application Lifecycle Management (ALM). Selected Test Cases for various phases of testing and collected evidence.
• Led Global UAT testing team of 20 to 25 testers with locations including New York, Boston, Ireland, India, and the Philippines.
• Maintained process flow by monitoring development and business team's efforts with daily stand ups. Testing was performed on a sprint basis.
• Experience with a variety of testing approaches, including Exploratory Testing, Behavior Driven Development (BDD) and Test Driven Development (TDD).
• Developed test scripts for File Upload, File Mapping, Approval Process, Match Rules, Workflow Tools, and Search Pages for use in Manual Tests. Scripts were used for UAT, Regression, and Production Verification testing. The File Upload and Mapping sections allowed for the modeling of inbound extracts from clients in the ETL functionality.
• Coordinated UAT Release Testing with the Development team and the Business Ops testers.
• Participated in co-ordination of UAT and Production Parallel testing for global update of report application, Geneva 10.
• Converted Excel test scripts for upload to ALM.

Lead QA Analyst

Confidential

Responsibilities:

• Lead QA Analyst in the QA department of ISO/Verisk Crime Analytics Account.
• Developed test policy, including Test Automation, for CargoNET 2.0 Cargo Theft Analytics application, Eagle Enterprise Data Analytics Application, and LerpNET 2.0 Retail Theft Application.
• Focused the project's efforts in AGILE process with the use of JIRA for defect and project tracking, and the WIKI for storage of project testing information.
• Maintained process flow by monitoring development and business team's efforts, along with the automation team's efforts with daily stand ups. Testing was performed on a sprint basis.
• Developed test scripts for New Incident, Update Incident, Reports, and Searches for use in Manual and Automated Tests. Scripts were used for both Automated LOAD and Regression Testing.
• Co-ordinated QA Release Testing with Release Manager.
• Experience with Testing SOAP objects on the UI.
• Executed testing of the inbound extracts from clients. The extract format would vary from client to client.
• Created Excel Test scripts for both manual and automated tests.

Lead QA Analyst

Confidential

Responsibilities:

• Lead QA Analyst in the Test Utility department of the Retirement Group at BANK of America / Merrill Lynch Account.
• Aided in development of test policy, including Test Automation, for ML’s 401k application that served 3 million users. Verification and Validation of the system was ensured through the exercise of its Investment Management Structure for the Retirement Industry by either Manual Test or Test Automation using HP/Mercury Quality Center.
• Developed test scripts for Enrollments, Fund Transfers, Contribution Rates, Account Opening, and Investment Direction for use in Test Automation and Regression.
• Innovated test script design for Automation to increase throughput and programmer comprehension. Developed Matrix System to create Test Scenarios.
• Participated in Regression Testing, during each release phase. Areas tested included: Navigation, Admin Functions, Fund Transfer, Loans, Balances, Enrollments, Acct Balances, Mortgage Verification, Participant Services, and others as needed. These tests included black box testing, report testing, data testing, and transaction testing.
• Managed Quality Center Defect Tracking for projects involved in. Managed the Test Plan and Test Lab content for the team.
• Led Test Automation Team for the Retirement Group’s 401k application. The Team totaled 5 programmers and 2 test script writers. This team was off-shore in India. Used Excel in an innovative manner to quickly write test scripts for automation.
• Increased Verification points tested by 14,700. Increased the number of Test Cases by 1152 cases. Added 656 Transaction tests.
• Developed Test Automation Participant data pool of over 3000 test participants in Mainframe DMT using FBTL and refresh techniques.
• Created 3 stage Automated Testing Process. Set-up, Execute, and then Confirm.
• Expanded the Regression Suite with these Functions: Linear Enrollment, Express Enrollment, Stand Alone Contribution Rates, Stand Alone Investment Direction, Advice Access, BOL Cleanup, SDB Silent Login/Mutual Fund Finder/CAMU Acct. opening, Market Data Pages, Account Summary, and ML2 data element lookup.
• Led Self Direct Brokerage account testing for Benefits Online. Tested linkages with Retail account. Tested various investment products including Equities, ETFs, and Mutual Funds. Tested Research pages that supported trades. Tested product search engines. Some of the functionality required gray box testing.
• Prepares Test Estimates and Project Schedules. Tracks and Reports on Progress against Schedule. Drives Execution of the Test Schedule. Reviews Requirements and Specifications and Provides Input During Requirements and Specification Walkthroughs. Leads Test Script Walkthroughs.
• Executed Regression Test Cases against Plan Info Data Warehouse in an Oracle 10 database. This included both the eReporting server that contains both pre-defined and ad-hoc report queries that aid in data mining of a plan and its participant data.
• Designed Test Cases to monitor specific Data Warehouse setup for the Self-Direct Brokerage accounts. These accounts had additional filters on product data within the data mining tools that purposely controlled information viewed by the account.

QA Analyst

Confidential

Responsibilities:

• Developed test strategies documentation, and tested various functions within a Claim Management and Billing software application. This application serviced Worker’s Compensation claims. This was practiced in an Agile Software Development environment.
• Authored Sql queries to set up test data and verify test results. Some queries accessed multiple databases and tables.
• Designed and Executed positive and negative tests for the QA Rules Engine application. Bills from the providers would be checked by this function for important claim details. These details included Diagnostic Codes, Provider Tax ID, Patient Zip Code, and a comparison of Contract Signed Date with actual treatment dates.
• Verified the operation of the Treatment Rules. This section of the application checked that the proper treatment was followed for the stated injury. This application would then route the claim to the corresponding Bill Review Nurse for approval or denial.
• Performed full function testing of the Autocase Assignment application. Bills that had lost their CaseID in the system could be reassigned with this application. This saved many hours of manual searching for the CaseID by a staff worker. Tests had to exercise the many parameters it required to match a bill to a CaseID. This testing required grey box testing to test much of its functionality because it was necessary to have the knowledge of the internal data structures and algorithms for purposes of designing the test cases.
• Participated in Regression Testing, during each release phase. Areas tested included: Navigation, Admin Functions, Import and Export from client, Claim Management, Bill Review, and others as needed. These tests included white box testing, report testing, data testing, and bill transfer testing.

Senior QA Analyst

Confidential

Responsibilities:

• Participated in the Test Utility department of the Retirement Group at Merrill Lynch Account for the entire five years of working in BusinessEdge Solutions.
• Aided in development of test policy for ML’s 401k application that served 2.4 million users. Verification and Validation of the system was ensured through the exercise of its Investment Management Structure for the Retirement Industry.
• Developed test scripts and executed testing ConocoPhillips Silent Login to BOL. This is the direct link from the customer’s website to BOL using non-SSN authentication. Also tested User Administration activity for this project.
• Developed test scripts and executed testing for Merrill@Work Content Management testing.
• Innovated test script design for Regression to facilitate three stages of testing in one script.
• Participated in Regression Testing, during each release phase. Areas tested included: Navigation, Admin Functions, Fund Transfer, Loans, Balances, Enrollments, Acct Balances, Mortgage Verification, Participant Services, and others as needed. These tests included black box testing, report testing, data testing, and transaction testing.
• Managed Clearquest Defect Tracking for projects involved in.
• Created Query for Manager’s Daily Report for Defects. This report sorts the defects by manager and by priority. This report consisted of a Clearquest extract pasted into a properly formatted Excel worksheet that loaded a pivot table.
• Authored Query Guide for Clearquest. This guide showed basic and advanced techniques for querying in Clearquest.
• Led Test Team for Datastore User Interface (Phase I+II) The Datastore is a data warehouse for HR data that supports the client's 401k account. This datastore included Indicative, Service History, and Payroll History data. The Team totaled 5 testers executing over 1500 scripts to 100% completion. This testing included the feed system, the extract, the transform processor, the interface to the three databases, three databases, and the reconciliation process. Testing also included Audit Trail of transactions. Used an innovative technique in Excel to manage test execution workload amongst testers.
• Developed 800 Test Scripts for Datastore Payroll Feed Testing for phase II. These scripts cover the tests required to ensure individual fields are properly updated.
• Executed tests in both Test and PRODUCTION Environments. These tests included transactions that covered ETL back-end processing across three databases, including a DB2 Mainframe database.
• Performed Manual Tests according to Test Scripts to identify system defects on the Benefits Online application of this financial services company. Other applications tested include Employer Stock, Goal Manager Conversion, Advice Access, FEDEX hard-coding, eReporting, and Retiree Analysis. Both Front-end and End-to-end Tests were executed in the WEB, Sponsor, and BASEWEB environments.
• Monitored XML transfers used to test transactions with the McCamish Back-end Financial Records System for the Deferred Compensation (Non-Qualified) Plans.
• Provided testing support for content driven menu navigation of Defined Benefits, both Milliman and Hojo Back-end Financial Records Systems.
• Performed Goal Manager Conversion to Advice Access Tests using RSM0 transactions on MLII Mainframe. Testing of this application involved validation of the fund-transfer transaction card (T 365) and updates to participants’ data elements on MLII Mainframe.
• Analyzed Advice Access Portfolio Management System transactions results for the Ibbotson Financial Engine using the Test Harness. Verified correct Portfolio Accounting. This system used a total Asset Management approach to develop a portfolio.
• Executed Navigation, Homepage, and POP testing for the new look and feel for Benefits-on-Line application.
• Validated report scheduling and correct report output using BOL Admin to test eReporting section software.
• Completed Release and eFix testing for the Production Environment of the Benefits-on-Line application.
• Created Test Cases and Test Scripts from Business Requirements. Test Cases were developed to support Manual Test Environments. The technique of building Test Cases and Scripts from requirements results in project cost savings and a sound product.
• Designed worksheets and processes for daily testing on complex projects, including quantitative status reports.
• Provided Timely Problem Log Reporting and follow through. Retest any Defects as they were repaired.
• Conducted Admin Authentication Level testing. This included Add, Edit, and Re-enable user tests and entitlement tests for each level. These tests assured each level had the proper permissions.
• Monitored and Validated full end-to-end functionality of fund transfers to test transactions with the Merrill Back-end Financial Records System for the 401k Plans.
• Monitored and Validated full end-to-end functionality of fund transfers and stock trades to test interoperability of transactions with the Merrill Back-end Financial Records System for the 401k Plans and the Personal Brokerage Accounts. This included the proper trade execution and settlement, simultaneously, in both accounts. These tests ensured proper securities processing.

QA Analyst/ Test Coordinator

Confidential

Responsibilities:

• Authored Test Methodology based on Rational Unified Process. (RUP) This process included the development of RUP Artifacts for the Test Plan, Test Cases, and Test Evaluation to cover Software Quality Assurance (SQA) strategy for applications.
• Performed Manual Tests according to Test Plan to identify system defects. This included Underwriting, Claims, CRM, and Reports for the application software of this mutual insurance company. Both GUI and Back-end tests were executed in a client/server environment.
• Built Test Cases from Business Requirements. Test Cases were developed to support Manual Test Environments. This technique results in better procedures and project cost savings. The Systems that were manually tested included a Claims Payment System and an Underwriting System on an AS400 with DB2, a CRM System on Siebel, and a Company Portal.
• Executed Proof of Concept Evaluation of Compuware Test Management and Test Automation Tools. Various Tests were utilized on the main company applications to validate test tool capability.

QA Analyst/ Programmer

Confidential

Responsibilities:

• Authored Test Plan to cover Software Quality Assurance (SQA) strategy for application revision.
• Performed Manual Tests according to Test Plan to identify system defects. This included Underwriting and Retrocession sections of the contract application software for Property, Casualty, and Marine insurance. Both GUI and Back-end tests were executed in a client/server environment.
• Built Test Cases for Test Requirements. Test Cases were developed to support Manual and Automated Test Environments. This technique results in better procedures and project cost savings.
• Executed SQL Queries in Powerbuilder to test SYBASE Databases. These queries tested business logic and database table contents. GUI Tests were utilized on the front-end to validate full application functionality.
• Updated Regression Test Bed to test new application revisions. Modular Regression Test Bed allowed for menu-type selection of test activity. These Modules were updated when enhancements altered the section of the application that they tested. Regression Tests insured proper performance after any application changes.

QA Analyst/ Programmer

Confidential

Responsibilities:

• Comprehensive experience in SQA, programming and the full project life cycle design of complex test equipment.
• Developed Software Acceptance Test Plan for Financial Regulatory Department, and Executed Plan to completion.
• Built entire Function Tree for testing the Language Wizard in WebFocus Maintain.
• Performed Manual Tests according to Test Plan to identify system defects. This covered form object, resource, and deployment sections of the WebFocus Maintain application software. Both GUI and Back-end tests were executed.
• Performed FOCUS Report testing on mainframes using JCL Batch to run the programs.
• Developed workarounds in SQA Robot using JavaScript that enabled reading browser output data. Saved company 1 year of testing time, the time required for vendor (Rational) to in corporate software changes.
• Built robust applications scripted in SQA Robot in such a way to enable playback on any desktop/server version or combination in order to test various builds of the desktop/server.
• Migrated stand-alone 16bit Focus6 application to 32bit client/server application utilizing WebFocus4.3 and EDA4.3 enabling data and query execution on server while just the result set was sent back to the client.
• Authored/Deployed business to business e-commerce web application utilizing WebFocus Maintain including modular programming, search engines and JavaScript.
• Installed and Configured EDA Middleware Application server. This included both Server and Client side software. Configuration files were created where necessary. Debugging of the system was performed as needed.

Production Manager

Confidential

Responsibilities:

• Increased productivity by 25%; streamlined production system, re-engineered workflows and reconfigured production area. Hired, trained, motivated and supervised personnel.
• Initiated a computerized shipping system, incorporated engineering improvements into production equipment which improved capability, capacity, quality and reliability, and managed multi-warehouse/inventory control/JIT systems.