SUMMARY

• Strong interpersonal skills, highly adept at diplomatically facilitating discussions and negotiations with stakeholders.
• Goal - driven, self-motivated with professional attitude & carry value for time & teamwork
• Key Competencies Gained Through Academic & Professional Experiences:
• CRM Customization, Marketing-Communications, Branding, Marketing Strategy, Business Analysis, Sales Operations & Support, Salesforce.com Administration & DemandTools.
• Skilled in clarifying business requirements, performing gap analysis, designing process and system improvements to increase productivity and reduce costs.
• Performance driven, and enthusiastic professional leader, with the capacity to fill Highly Advanced Sr. Business Analyst, Sr. Project Manager or Sr. Financial Analyst roles
• Advanced in Data Mining tools: SPSS Clementine, Spotfire Miner, SAS.
• Ability to provide risk management and internal audit consulting services to clients.
• Capable of consider all factors apart from the obvious or incorrectly linking association with causation constitutes a logical error.
• Extensive experience in the implementation of financial accounting, business management, IT solution, asset recovery, corporate finance, and portfolio management combined with business development
• Solutions-focused, with proven collaborative skills and ability to manage and supervise Cross-Functional Teams.
• Experience in working with both financial and non-financial sales data, such as sell thru, billings, training, foot traffic, POS quality data, and market research data.
• Skilled in Project Management Methodology & Full Life-Cycle Application Development, Agile Methodology, Data Mining, and Data Warehouse Planning.
• Over 5+ years of experience as SalesForce.com Administrator as well as in Sales Operations & Support in corporate business analysis.

TECHNICAL SKILLS

Operating Systems: MS Windows, CMS, EHR, EMR, ClearHealth, Darwin MS-DOS, Google, HP-UX,Intel, Mac OS, RDOS, NetWare, LynxOS, Cisco, JavaOS, Windows, UNIX, Solaris, and Linux.

Software Eng Tools: MS Office, MS Project, MS Visio, MS Dreamwaver, MS Visual, MySQL, MS Access, Teradata, Nexus DB, Sybase, OpenOffice.org Base, Crystal Reports, SAP, Salesforce.com, and ADP.

SDLC Methodologies: Rational Unified Process, Waterfall Methodology, Agile

Web Technologies: HTML, XML

Development Languages: C Shell, C# (ISO/IEC), C++, BETA, A#. Net, Java, Jscript.NET, SML, PEARL, SAS, Microsoft Visual C++, Windows PowerShell

ERP Software: Microsoft Dynamics AX, SAP, Oracle E-Business Suite, Peoplesoft, SaaS, SQL Ledger, ACL, IDEA, Epicor Enterprise, JD Edwards, Retail, NetSuite, Primavera P6

PROFESSIONAL EXPERIENCE

Confidential, Richardson, TX

Senior Business Analyst

Responsibilities:

• Contributed in Full Lifecycle solution development.
• CRM Administration and it’s customization (Sales Automation- Inhouse Development).
• Worked directly with the sales and sales operations business teams to become a functional expert in key channel sales processes and related solutions needs.
• Responsible for assisting senior and associate consultants in planning and managing engagements, conducting fieldwork, discussing findings and observations during client exit meetings, preparing work papers to support conclusions, reviewing staff work papers, and preparing written audit reports.
• Engage with colleagues across the sales BPR team to identify system integration points and dependencies, and developing high-level solution proposals for these integrations. Includes identifying and scoping master data, reporting, access and provisioning requirements.
• Evaluated IT functions including infrastructure, operating systems, networks, databases, and application development for controls.
• Partner with POS Ops on missed or changed requirements.
• Created documents for all 12 different modules in the EMS 2.0 system.
• Organized the creation of the new-implemented business process for the new system.
• Coordinated JAD sessions with the SME’s, BA’s and project developers.
• Created test materials that include: use cases, test data, metrics, defect management, and issue resolution.

Confidential, Scottsdale, AZ

Senior Business Analyst And Project Manager

Responsibilities:

• Reported directly to CIO and executive management regarding all aspects of tasks, timelines, resources, etc.
• Prepared weekly status report and conducted weekly status meeting with executive management and all department heads.
• Communicate with business counterparts in various business departments to identify and document the business requirements for software development or purchase on MMIS Reprocurement Project.
• Coordinated information and training sessions on ACA, Medicare & Medicaid, HID & EHR changes and standards.
• Contributed in Full Lifecycle solution development / delivery experience including transition and support.
• Assisted the state in the HIE/ HIX program determination and the implementation process.
• Involved in the ICD-10, claims-Rules Engine, Resolutions Workflow, Secure Member Portal, Letter Generator, HIE, Medical Policy Review, and HIPAA 5010 implementations.
• In command of all Change Orders (CO’s) and Enhancements. Statuses including: reviewed, approved, requiring follow-up-review, and pending cancellation.
• Directed the marketing creation for the HIE logical models, and sequence diagrams for the web clinical viewer.
• Facilitated communication between POS software vendor and processor to resolve merchant issues
• Resolve pending complex project issues and facilitate all implementation initiative programs.
• Designed a new metrics and deliverable tracking system.
• Write, update, maintain, unit test, and support middleware ETL applications to interface data between systems.
• Recommend, schedule and perform software improvements and upgrades.
• Facilitate JAD training sessions with stakeholders, IT professionals and service providers to improve project development.
• Gather technical requirements from the IT testers/users and design staff to create project improvement reports.
• Created and implemented a new deliverable traceability system to expedite the resolution of contractual correspondence betweenthe client and services provider.

Confidential, Minneapolis, MN

Senior Project Manager And Business Analyst

Responsibilities:

• Created Sales reward matrix structure and coordination with Sales team.
• Actively involved in presales as well as post sales activities. ROI Analysis of all marketing campaigns and sales activities.
• Creation of new fields, workflows, validation rules, User Management as well as security management & maintenance of different reports (summary report, matrix report, tabular report) in salesforce.com.
• Publish weekly POS reports internally and call out category trends, opportunities and risks.
• Part of Marketing team to initiate & develop as well as design New Product Development & it’s branding.
• Periodic checks on leads, contacts, activities (open & closed tasks) and opportunities Creation in salesforce.com.
• Built a new CRM system in my district and increased business and retail sales by 25%.
• Visit local merchants for on-site installations, technical support and training of POS devices
• Engaged in Full Lifecycle solution development / delivery experience including transition and support
• Develop management tools to measure and analyze financial and operational information using Microsoft Dynamics AX, Oracle E-Business Suite and SAP processes (e.g. financial ratios, key performance indicators, sales forecasting platform, integrated budget model, product pricing and management reports)
• Define, document, develop, test, and deploy functional modifications to the POS that are required for Global business practices.
• Attend meetings on behalf of the Global POS team.
• Mentored and directed marketing and sales mangers.
• Lead medium size teams on CRM improvements and Salesforce.com to SAP integration to help improve operational efficiency.
• Organized seminars and presentations using Oracle FI-GL to explain key financial point to the IT & sales teams.

Confidential, OK

Project Engineer And Senior Business Analyst

Responsibilities:

• Worked in conjunction with demand planning, sales and retail partners to create collaborative forecasts to maximize sales and minimize inventory risk.
• Lead monthly training presentations in efficient budget analysis techniques to reduce cost, and how to utilize the technical knowledge learned to identify issues and create solutions.
• Deliver meeting minutes, status reports, and post-project evaluations as required.
• Organize the documentation requirements for all contract bids.
• Analyze client business process/requirements and develop corresponding process and data flows (RFI’s, change management, invoice approval)
• Supervise project status reports and change orders using the Business Process Management (BPM) for accuracy.
• Maintain extensive regular contact with project clients to insure customer gratification.
• Perform IT consultant advisory and implementation services using Microsoft Dynamics CRM to local Petroleum organizations in the area to improve financial & project operations.

Confidential, OK

Senior Financial Analyst And Business System Analyst

Responsibilities:

• Provided technical and functional expertise for retail related systems including point of sales, labor management, and retail cost accounting, such as cost of goods, as well as having the ability to master and support other bowling and food and beverage related software.
• Creating Sales Dashboards in salesforce and customizing page layouts as per the user's need.
• Coordinated the Full Lifecycle solution development / delivery experience including transition and support
• Signally conducted financial and healthcare business analysis for five private medical practices and six clinical laboratories’ through Confidential .
• Managed ongoing design and implementation of corporate medical studies and medical surveys
• Work with audit support staff using SAP modules MM, AR, AP, FM, AA & FI to ensure document and file accuracy.
• Identify and create departmental KPI presentations, dashboards and other ad hoc communications for senior level management.
• Work in conjunction with Meditect demand planning to ensure availability of stock and forecast accuracy.
• Prepare weekly, Bi-weekly, and monthly reports for Treasury reviews, forecasting Metrics, issues, risk management, updates, estimate and currency flow analysis.
• Performed revenue analysis in support of business growth and increase.
• Prepared presentation on PowerPoint and various finance documents on Word and Excel.
• Develop short-term cash-flow statements for three years to cut expected costs by 30%
• Managed the quality risk and home health service departments.
• Coordinated the financial expenses for all departments in the hospital.
• Conducted the completion annual operating budgets.
• Gathered information for weekly payroll.

Confidential, OK

District Manager of Sales & Marketing

Responsibilities:

• Manage key vendor, contractor, and internal customer relationships
• Conducted Financial needs Analysis and recommend appropriate products to meet client needs.
• Conducted IFP/ GP training and review classes for new and existing health insurance contractors.
• Effectively supervise and improve sales agents closing ratios to increase and exceed sales quota.
• Educate and sell products including Life Insurance, Long-Term, Disability, and Mutual Funds.
• Monitor all competitive activity and trends within the territory.
• Performed all phases of sales activities daily, that included presentations of services, cold calls, follow up calls, and analysis of client needs.