SUMMARY

• Delivered requirements for multi-million dollar projects within the financial industry for companies such as GE Capital, Chicago Mercantile Exchange Group, UBS Investment Bank and Noble America for deliverables with focus on financial products, process and data improvements.
• Senior Analyst and Information Technology professional with an excess of fifteen years' experience in business, functional requirements gathering and documentation, process analysis, data analysis, gap analysis, used case documentation, testing, project scope, schedule, and risk management within industries such as financial, pharmaceutical and healthcare.
• Coordinated, documented and successfully executed requirements with primary focus on new application development, data/system migration, process analysis, data analysis, analysis/alignment of IT with governance framework, data privacy or security assessments, gap analysis and application upgrades.
• Adept at working with all levels of stakeholders nationally and globally to provide high levels of quality service.
• Maintained excellent business relationships with stakeholders, gained sign off on deliverables and ensured their needs are met throughout the development and implementation of each complex program.
• Tested, identified and documented defects and proactively managed the resolution of defects in order to eliminate risks.

SOFTWARE SKILLS

Skills:

• Business Analysis, Requirements Gathering, Process Analysis for Current and Future State, Functional Analysis, Gap Analysis, Workflow Analysis, Data Analysis and Modeling, Technical Documentation, User Acceptance Testing, Document Management, Credit/Margin Workflow Process, Project Management, Excellent Communication, Interpersonal, Prioritization and Leadership skills.
• Applied stakeholder management skills among leaders within areas such as, Risk, Program and Product Portfolios, Marketing, Compliance, Legal, Regulatory, Finance, Information Technology, Pharmacology and Healthcare.

Application/Software Knowledge:

MS SharePoint, MS Project, MS Word, MS PowerPoint, MS Excel, MS Visio, SAP BPC, SAP Net Weaver, HP Quality Center, Remedy, JIRA software, Vantive Software and Blue Print Requirements software.

Equities Trading/Commodities Risk Management Systems:

Master files Trading and Repository system, Boomerang Trading system, Open Image Trading system, Memphis Trading system, Listed Options, Margin and Collateral Management system, Triple Point Commodity XL TPL Energy system, Global Counterparty Energy system.

Knowledge:

Business Analysis, SDLC, Waterfall and Agile methodologies, Project Management, Quality Assurance Testing, Risk Management, IT Governance, HHS and HIPAA regulations, Commodities, Clearing, SPAN Margin Process, Equities and Derivatives products, Complex Matrix Organizations.

PROFESSIONAL EXPERIENCE

Confidential

Senior Analyst, Operations - Contract

• Worked with Enterprise team to research and develop a consolidated master internal and external product hierarchies for General Electric products by business.
• Created a master data dictionary by collaborating with all teams within the Enterprise framework.
• Defined requirements, scope of work and project plans.
• Performed gap assessments, identified and eliminated gaps between master product hierarchy and the current state product hierarchies across GE business units.
• Worked with the Enterprise and Risk systems teams on a centralized IT solution with access to data and dictionary.
• Assisted with standard operating procedures and data lineage maps on the flow of product information to various downstream activities.
• Produced status reports and managed the project timelines and resources Microsoft Project.

Confidential

Senior Business Analyst, Risk Assessment - Contract

• Coordinated, gathered and documented the current state of all processes and activities within the health care divisions, and performed a Gap Analysis and Risk Assessment which provided process and data transparency, identified all areas of non- conformance with HSA and HIPAA regulations, resulting in a report for a corrective action plan within health care divisions.
• Elicited stakeholders from various divisions to successfully capture and document the current state processes, workflows and activities.
• Mapped, analyzed and assessed findings among processes and controls to produce a report for corrective action and appropriate controls.
• Managed and executed the assessment by applying the appropriate project management skills.

Confidential

Senior Business Analyst, Merck Research Laboratories SAP BPC conversion - Contract

• Created detailed used cases to satisfy SDLC requirements in each schedule, successfully coordinated testing and worked with business stakeholders and developers to execute deliverables within an aggressive timeline.
• Worked with developers to define and document data requirements, security requirements, cost center requirement, develop hierarchy of tables, categorize dimensions and define member properties associated with data and their values.
• Modeled various scenarios for the creation of input, output and upload and reporting schedules for financial planning.
• Assisted the software development team in the translation of financial actual, forecasting, planning and budgetary requirements into technical specifications.
• Worked with the Business Planning and Consolidation team on requirements for the conversation of financial data from several complex R D systems into a SAP Business Object Consolidated Financial Data set that provides automated input, upload, output or reporting schedules for planning, budgeting and forecasting amounts.
• Maintained excellent business relationships with stakeholders and ensured their needs were met throughout the development of this highly complex program
• Identified and documented defects using JIRA software and proactively managed the resolution of defects in order to eliminate project risks.

Confidential

Senior Business Analyst, Risk Management and Credit/Margin conversion Contract

• Co-ordinated and managed the requirements documentation, design and testing of a manual and time consuming collateral and margin workflow spreadsheet process into to a new collateral management and margin workflow application that automatically calculates and generate counterparty and collateral margin risks.
• Elicited stakeholders from within the Credit and Risk management, Legal, Treasury and Operations team in order to define, gather, document and gain approval on business and functional requirements for the new application.
• Created user interface mockups, process flows, formulas and prototypes to demonstrate the integration of trade, position, counterparty, credit, agreements, collateral and margin data which is transformed into the processes of the new system. Evaluated unstructured data among the trading systems and performed a gap analysis to produce categories of referential data requirements, needed to determine database requirements and solutions for margin, exposure balances and reports for the system
• Created a procedural document, defined data structures, and documented data dictionaries that describes all features and data within the new Collateral Management system, Amphora and SunGard trading system.
• Developed used cases and worked with user acceptance testing team on successful resolution of all functionality.
• Utilized MS Excel in the design of GUI screens, MS SharePoint as the primary repository, and dashboard to provide global transparency and MS Project to manage schedule and scope.

Confidential

Senior Business Analyst Risk Management

• Managed and planned the development of a new Derivative Clearing system and produced requirements through research, gap analysis among a current and proposed system, streamlining processes for asset management, margin, settlement and reporting requirements.
• Assisted in the management of a project portfolio of services, created and tracked project plans, gathered requirements and gained approval, and assisted with project status meetings which monitored and delivered services to establish a new Green Exchange venture.
• Managed the re-engineering of a cumbersome and time consuming application that creates products, developed business and functional requirements, managed project schedule, resolved daily issues, monitored and controlled the development and testing processes in order to eliminate all manual product creation processes. Reduced the cost of services and provided a solution for an automatic product approval, product comparison and product migration process.
• Worked with the Vice President in managing the re-design of the IT governance framework to align IT services with business strategies, by applying the principles within ITIL, COBIT, PMBOK and CMMI, providing continuous improvements to strategic, financial, organizational, development, and infrastructure process to ensure alignment of key performance indicators.
• Gathered and documented business, functional and system requirements, defined the key functions, data and processes for the conversion of manual paper warrant delivery for the metals gold, silver, aluminum, copper, palladium and platinum commodities, to an electronic metals delivery system.

Confidential

Senior Business Analyst Data Conversion Risk Management

• Liaised between middle office and data management team to successfully develop Know Your Customer requirements and created and tested an Account Workflow system that enables the input, processing and validation of data in order to successfully validate accounts for client on-boarding clearance with the bank. Defined requirements and worked with software development team during the development, testing and implementation of requirements and assisted team mangers in the planning and tracking of activities towards on-time implementation.
• Assisted in the migration of energy accounts from the Energy Global Counterparty system GCP to the Energy based-Triple Point Commodity XL application, by defining requirements, defining and documenting processes so that banks, subdivisions, brokers and counterparties and other categories can be added and managed more efficiently during energy trading.
• Assisted in the planning and migration of the Wealth Management's Municipal account to the Investment Bank's Masterfile's database by gathering requirements, planning, testing and gaining stakeholders approval in order to increase the portfolio of MUNI accounts.
• Managed risks associated with the execution of Interest Rate Derivative trades by partnering with sales traders and clients, resolving incorrect bookings, drafting and verifying accurate confirmations, verify trades settled and adhering to ISDA standards to mitigate all counterparty risk.

Confidential

Project Manager

• Streamlined managed care application usage and performance, researched managed care issues and proposed solutions, analyzed support desk issues, and analyzed reports within departments, in order to increase performance of managed care service level by 30 .
• Coordinated the Andrew Melon Foundation research project and converted 16,000 hard copies to an online digitized research solution.
• Created project plan, statement of work, and requirements used to manage vendor selection.
• Performed vendor and cost analysis on proposals and quotes to determine vendor for the digitization process.
• Researched best practices to determine the most effective development process and determined metrics for success.
• Co-ordinate data integrity checks and worked with design team on data analysis and retrieval, utilizing SQL queries.
• Participated in quality assurance checks on approximately six thousand excel tables, performed high quality OCR character recognition on page layout to produce a hundred percent accuracy of data within tables.
• Gained sign off on all deliverables and worked with development team on the implementation of the digitized solution.
• Benchmarked the cost of information technology services across various institutions, resulting in recommendations for a competitive cost structure.

Confidential Senior Systems Business Analyst

• Technical resource for the business, software development team and the help desk. Analyzed applications and systems and performed requirements gathering for system conversion from VAX VMS to client server systems.
• Designed, analyzed and implemented the new Customer Relations Management CRM software on time and within budget, reducing average call time by approximately 5 minutes, and improving membership retention rates by approximately 20 .
• Monitored, supported, and resolved membership services issues reported within Vantive tracking system, through constant communication with the software development team and the business partners.
• Assisted in the redesign of on-line shopping sites, generating more on-line browsers resulting in increased sales conversion rate. The site was rated as one of the top shopping sites in PC magazine.

Confidential Senior Systems Business Analyst

• Responsible for analyzing health care systems, creating requirements and specifications in order to improve application performance and customer satisfaction.
• Analyzed systems and applications, identified improvements with projected cost savings in excess of 25 million after implementation.
• Prepared project task plans and addressed work processes, created technical documentation and programming standards enforcing the System Development Life Cycle.
• Streamlined applications and workflows, which resulted in improved application usage and reduced overhead cost to the Customer Service Department.

Confidential Business Systems Analyst,

• Responsible for eliciting with GE business clients nationwide, gathered and documented requirements, and developed software within time and budget.
• Acted as liaison while preparing requirements, functional specifications and developing applications for large clients such as Federated Bank, Exxon Corp., Walmart, Sam's Club and Home Depot.
• Analyzed, designed, developed and implemented applications for Major G.E. Capital clients within the United States and Canada eliminating customer service overhead, and improved cost saving on application usage.