OBJECTIVE

To design and implement improved business processes, in association with major systems implementations. My broad range of skills, knowledge and experience in managing change, business process design, large-scale systems implementation, readiness, training and usability make me uniquely qualified to implement significant business process changes and large-scale projects. My preferred location is the Hartford to Springfield corridor.

SKILLS/COMPETENCIES

Business Process Modeling As-Is, To-Be Business Analysis Data Mapping/Conversions UI Design/Usability Organizational Change Management Project Management Audit Test Planning/Execution, Defect Analysis/Remediation Readiness Instructional Design Training

KNOWLEDGE

Product Configuration: Product Design, Actuarial Calculations, Reserve Valuation, etc. Products: WL, UL, VUL, Survivorship, COLI-BOLI, etc.

Business Processes: Insurance Admin, Sales Illustrations, Financial Accounting Reporting, Human Resources, Derivative Collateral Management.

Insurance Systems: Vantage-ONE, Palm, Admin Server, Andesa, Navasys, FDP, Legacy platforms

Enterprise Platforms: HRIS, General Ledger, Planning/Budgeting, Actuarial, Procurement

SAP Modules: BI/BW, Human Resources/Payroll, Portals, Employee Manager Self Service ESS/MSS , Finance/Controlling FI/CO , Business Planning SEM-BPS , Asset Management, Materials Management, Procurement/EBuyer, WorkFlow, Management of Internal Controls, Treasury and Collateral Management

EXPERIENCE

Confidential

SR Business Analyst

Interview subject matter experts and document collateral management current state. Identify integrations with systems and other business areas. With business clients, identify and document future state based on industry best practices. Created future state requirements for collateral management system RFP and evaluated vendor responses. Work with vendor Calypso to configure system to meet business requirements.

• Perform business analysis for Investment Management System for the Office of the Chief Investment Officer. Analyze data to determine appropriate sources from external partners. Identify requirements to measure investment performance by asset manager, returns by asset category. Work with external consultants to define investment functions, data governance, and improvements to the quality and timeliness of data.

Confidential

SR Business Analyst

• Determine data gaps and map missing items to other data transfer files. Validate transformation of data and the resulting client information presented in Broadridge/Investigo client reports. Analyze resulting financial reports for completeness and accuracy. Analyze defects for root cause and document in Quality Center. Work with systems analysts to design effective resolutions. Assist testing teams with complex defects.
• Create business requirements for data aggregation of client policy information for consolidated reporting. Perform data analysis. Identify available data and current business processing rules. Determine transformation rules and map data to DTCC formatting for Positions and Valuation POV .
• Create business requirements for Unclaimed Properties Initiative. Determine current and future business processes for identifying and resolving unpaid claims for Life and Annuity products. Analyze audit requirements from states and create business requirements.
• Analyze transactional data available for inclusion on DTCC, Financial Activity Transactions FAR . Determine alternate methods of presenting policy information to reduce development and testing efforts. Make recommendations for inclusion/exclusion.
• Gather business rules for additional functionality for the Auto Coverage Quote System. Conduct requirements gathering sessions with business owners, developers, and quality assurance. Align business requirements with overall project direction.
• Validate business requirements against existing product rules and legacy code and create business/technical specifications and test criteria

Responsibilities

• Create Conversion Strategy Conversion Controls Methodology and Conversion Implementation Plan for stakeholder approval.
• Design controls for Admin System Conversions to ensure accurate conversion of values from one system to another. Identify controls for critical values. Design method to validate accuracy of information. Create volume metrics and control reports for client sign-off on Conversion.
• Create data models for source and target data. Create Access tables of source and target data and analyze actual data against the model using Access/SQL queries. Determine transformation rules for source to target data. Verify data transformation and isolate discrepancies and variances. Determine causes of variances. Update data models to reflect recommended solutions.
• Analyze product information using actuarial design documents, contracts, business processes, sales illustrations, annual statements, etc.
• Identify gaps between current business process and new platform processing. Recommend changes to business processing and/or system rules.
• Create Product Business Specifications to support product features and related business processes: administration rules, actuarial calculations, illustrations, annual statements, reserves, accounting, internal and external reporting, compliance and interfaces to auxiliary support systems.
• Validate product requirements against Illustrations data entry and actuarial calculation modules used by Vantage WMA.
• Recommend changes to the Producer interface Ebix to improve productivity and minimize data entry for typical sales illustrations.
• Analyze available source data LifePro, PALM, FDP, etc . Map to the new platform's data structure and requirements. Define data transformation rules for conversion. Build Agent/General Agent/Agency hierarchy and commission rate structures. Build conversion engine requirements.
• Create Systems User Acceptance test plans and expected values. Analyze calculation defects root causes. Work with developers to resolve.
• Design database of Sales Illustration requirements for BA's and Developers: multiple products: rules by product, state conditions, paragraph text.
• Using Agile development, Cloud computing and SaaS, design 3rd party Medical Billing Business Process. Document current state of a medical billing company: Data sources for patients and providers, universal claims forms, clearing houses. Document claim management: tracking, denial actions, reimbursements, and accounting.
• Define future state and validate with clients Design patient statement. Create business specifications to support future state.
• Design User Interface to align with business processing and source documents. Create UI standards for developers, Create design requirements for menus, ribbon bars, action buttons, error messages and warnings, hard and soft errors, expected navigation. Test UI data entry, messaging, navigation. Perform Usability testing with 3rd party billing client.

Project Management Methodology: Develop project management methodology for TLAG Conversion Projects. Standardize SDLC processes and artifacts to ensure consistent results from TLAG consultants. Create templates to support each phase.

Manage Organizational Change:

• Lead Change Management activities for SAP Implementation scope: Home Office and Field Offices, domestic and foreign subsidiaries Japan and Hong Kong . Assess readiness for change, determine skills/knowledge gaps and analyze training needs for: HR, FI/CO, Actuate, Financial Reporting, Dashboards, BI/BW, Expense Budgeting, Asset Management, Management of Internal Controls MIC , Procurement, and Enterprise Buyer. Design and implement Change Management activities: determine business impacts, assess client commitment and identify and resolve issues with sponsorship. Report issues to the Executive Steering Committees and Sponsors.
• Create Communications Strategy. Design communications for SAP implementation for each audience, at the appropriate time. Recommend methods for communicating and influencing. Create presentations for senior executives to deliver.
• Customize skills assessment tools, facilitate requirements gathering sessions, provide solutions to mitigate resistant to change. Perform organizational readiness impact assessments. Support SAP teams with problem-solving and decision-making facilitation.

Business Process Design: for Investment Financial Information Educational Reimbursement Procurement Enterprise Buyer Contract Management

• Create current-state process maps. Analyze current-state for: decision-making and hand-offs points, data requirements, current system's use, data and effectiveness, identify pain points, rework error rates, customer satisfaction levels, etc.
• Facilitate future-state design sessions with cross-functional teams to identify potential changes. Analyze organizational change impact, systems impacts and costs benefits. Create future-state business process maps, obtain approvals and plan implementation.
• Identify Business Requirements and compare to SAP functional processing. Identify gaps and recommend business process changes, to adhere to corporate mandate to install SAP as delivered, with minimal code changes.

Usability:

• Identify usability issues with SAP modules and user interfaces. Perform usability testing with various end-user groups for various SAP modules.
• Recommend and implement changes to user interfaces for: Procurement, Enterprise Buyer, General Ledger, Financial Reporting and Actuate, software upgrades and Management of Internal Controls for SOX compliance.
• Provide feedback to SAP developers for screen design, navigation and usability improvements.
• Participate in SAP's User Experience Influence Group and in SAP usability testing.

SAP Instructional Design:

• Identify training needs for new business and system's processing. Work with managers to identify skills/knowledge gaps.
• Develop training strategy and recommend training solutions. Create training plan and budget. Create End User Training and Documentation RFP. Identify potential training vendors. Review training and documentation proposals. Recommend training firm for initial SAP implementation.
• Develop standards for training materials and end-user documentation. Support development of end user documentation.
• Select and train Super Users to present end-user training. Coach trainers through dry-run sessions. Evaluate end-user training.
• Plan and manage technical training for SAP project team and technical staff 120 people .

Other Activities for SAP Implementation:

• Validate actuarial calculations on Vantage-One to Product specifications and pricing models.
• Implement new non-traditional products on Vantage-One. Define business requirements based on product specifications. Work with product actuaries for calculation requirements. Identify viable system modifications to support new products.
• Participate on Enterprise Business Systems Architecture team to identify usability and change management issues related to systems projects.
• Facilitate Value Management and evaluate Costs Benefits against Project Charter Goals, Objectives, Expectations, Cost Reductions, Service and Financial Information improvements. Perform Value Management assessments at periodic intervals after implementation.
• Implement modifications to Vantage-One to support business processing rules. Analyze current calculations used by Vantage-One for product administration. Create business specs to support modifications in Compensation, Loans, Lapse processing, etc. Align Vantage calculations and processing to meet business requirements.
• Design test plans and evaluate results. Support functional areas in use of Product Engine. Resolve production issues.

Facilitate information gathering sessions with Corporate CFO, Chief Actuary, Investments VP and Line of Business CFOs to define financial business processes. Gather financial information and reporting needs establish business requirements and business process owners. Identify gaps in financial information and overlaps in financial processing and reporting. Reengineer financial business processes to meet financial reporting needs. Align financial functions between corporate-level and line-of-business business processing. Develop methods, tools and systems to improve financial information access and reporting. Manage implementation of Corporate Finance business and information systems projects.

• Design, development and implement Transformation process to realign business functions and create new organizations with cross-functional HR team. Design and document job requirements. Establish skills and competency requirements. Evaluate current job levels and compensation. Facilitate organizational change and design functional alignment of financial business processes. Work managers to design their organization and match staff skills and competencies to new job descriptions. Analyze compensation and recommend salary and job level changes.
• Facilitate information gathering sessions with Corporate CFO, Chief Actuary, Investments VP and Line of Business CFOs to define financial business processes. Gather financial information and reporting needs establish business requirements and business process owners. Identify gaps in financial information and overlaps in financial processing and reporting. Reengineer financial business processes to meet financial reporting needs. Align financial functions between corporate-level and line-of-business business processing. Develop methods, tools and systems to improve financial information access and reporting. Manage implementation of Corporate Finance business and information systems projects.
• Manage HR2000 project to redesign Human Resources functions. Develop Benchmarking process and standards for Human Resource functions. Analyze results and develop recommendations for change.
• Develop Business Process Reengineering methods and tools. Manage, consult and provide training to work groups performing Business Process Reengineering. Identify customer requirements and establish methods of measurement. Design and implement process changes. Develop process and training for Process Improvement, Problem Solving and Decision Making.
• Perform training needs analysis, managing change consulting and business process redesign to various corporate organizational units.
• Manage Home Office Training departments. Manage the design, development and implementation of: Project Management Training and Business Analyst Curriculum: Investigating User Requirements, Business and Technical Writing, etc. Select training vendors, negotiate services and fees.
• Perform various individual contributor roles for: Project Manager Competency Model, Standards for Common User Access CUA , etc.
• Develop, implement and present various training courses i.e., Process Management Skills, Project Management, etc .
• Develop and implement standards for job aids and documentation. Develop and write job guides and technical documentation.
• Perform budget functions for Corporate Line of Business. Analyze and report on variances to SVP, CFO and Lines of Business Heads Create methodology and detailed financial data for transfer fees from Corporate Line to Lines of Business.
• Perform financial and information system audits. Internal auditor on year-end financial audits with external auditors. Audit reserves, annual statement pages and exhibits. Perform major audits for Premium Billing and Investments. Design and implement financial and operational controls.
• Write business specifications, test and implement the statutory reserve valuation system. Coordinate audit reviews of reserves. Prepare quarterly reports of statutory reserves and dividend liabilities. Test and implement annual Dividend Scale.
• Perform various insurance systems administration support functions, leading to management of the department.

Project Management Project Management Methodologies

Systems Development:

• Practical Usability Testing Human Factors
• Computer Controls, Computer Auditing Information Systems Resources, Inc.
• Audit and Control of Application Systems Institute of Internal Auditors

SAP: ASAP SAP Project Management Process Knowledge Warehouse SAP-MIC - Management of Internal Controls

Change Management, Managing Organizational Change

Facilitation, Consulting: Consulting Skills for the IT Professional and Six Thinking Hats facilitation skills

Training Job Aid Workshop Harless Instructional Development Harless

Documentation: The Information Mapping Course Information Mapping Inc.

Audit: Basic Financial Auditing and Evaluation of Internal Controls Arthur Andersen Co.

Associations

• Vice-Chair, Connecticut Chapter of America's SAP User Group ASUG present OrgPublisher to group
• ASUG, America's SAP User Group SAP Usability Labs SAP User Experience Influence Group
• Presented workshops to American Software User Groups: for Technical Documentation for System Implementation Distributed Training and On-line User Help: Standards, Development and Implementation

TOOLS: Word, Excel, Access/SQL, MS Project, PowerPoint, Visio, SAP Knowledge Warehouse, SharePoint, HP Quality Center