PROFESSIONAL EXPERIENCE

Confidential

Senior Product Development Manager

• Lead PDM for multi-release, multi-faceted project developing complex product new to WEX
• Develop highly complicated requirements introducing new concepts and functionality to be built internally
• Contribute strategic vision and product expertise due to departure of original Product Manager
• Coordinate cross-functional teams to ensure functional and process requirements meet internal and external stakeholder needs
• Provide guidance to IT resources, QA and business teams as product master for new effort
• Shepard assigned projects through all phases of SDLC from definition through implementation
• Create process flows and use cases to clarify and support requirements

Confidential

Senior Business Analyst/Project Manager

• Collaborated with business partners to streamline business processes and improve productivity
• Partnered with software developers to deliver quality enhancements that accommodate business needs
• Delivered project status documents, file layouts, training materials for internal and external audiences
• Composed scope and requirements documents, use cases by collaborating with developers and business
• Conspired with business PM and client PMs to successfully reach milestones throughout projects
• Technical project manager for large, nationally-known new client implementations
• Oversaw and lead project activities for both technical and business solutions
• Tracked testing progress with quality analyst to guarantee system development matches expectations

Confidential

Solutions Manager Small Business Loan Origination

• Primary contact all upcoming initiatives, production issues, data security items related to Maestro SB
• Played both CSS project manager and lead analyst roll for all Maestro SB projects
• Managed two resources and assigned to projects and day-to-day activities as needed
• Prepared artifacts for all SDLC project phases, coordinated resources, scheduled and facilitated meetings
• Mentored resources regarding best practices, PMLC/SDLC process, gathering and documenting requirements, system code review where appropriate

Business Systems Analyst III Small Business Loan Origination

• Prepared traceability matrices, created and executed test scripts
• Performed ongoing defect management and worked with developers to apply fixes
• Evaluated new credit policy to identify additional requirements for the new combined bank
• Translated business requirements into detailed technical requirements for delivery to developers
• Presented logic to business leaders and SMEs to assist them in defining business requirements
• Analyzed existing system logic by reviewing scripts, rules, and processes in Provenir Studio
• Lead analyst for large-scale project to merge onto a single Small Business loan origination platform
• Critically assessed impacts new requirements would have on existing environment identifying areas where potential breakdowns warranted further refinement of requirements
• Coached analysts through eliciting and writing requirements, system analysis and test script preparation

Confidential

Business Systems Analyst

• Led implementation of 2008 Nacha regulatory changes for ACH system
• Defined project requirements, test scripts and plans, coordinated break/fix and project testing
• Collaborated with customer and internal groups to enable first BAI customer file pick-up via FTExpress
• Member of team responsible for integrating acquired bank into existing network to waive charges
• Conducted patch review and new module analysis for large-scale project to update ACH software

Senior Business Analyst/Assistant Vice President

• Headed large-scale project to revamp existing web reporting tool to US accounting specifications
• One of five who implemented new fund accounting system and integrated with surround applications
• Assembled, reviewed, and approved business/functional requirements documentation
• Examined business needs, identified bugs in operating and warehouse databases through SQL queries
• Coordinated releases with technology groups, tracked reporting defects and fixes
• Led project to automate shareholder trade processing, provided data mapping and processing logic
• Worked with vendor, Product, Fund Administration, Accounting groups to address bugs and enhancements
• Compiled user acceptance test plans, conducted regression testing on new version releases

Senior Business Systems Analyst/Vice President

• Wrote functional, technical specifications, identified and resolved CRD issues through UI analysis, SQL queries, and stored procedure reviews
• Communicated closely with vendors to pinpoint bugs and advise on future development initiatives
• Worked with in-house developers to create custom functionality, enhanced web-reporting tool
• Fully automated FX trading cycle by integrating FxConnect with CRD through in-house development efforts
• Implemented custom tool for marking futures collateral that interfaced directly with trading system
• Primary CRD analyst for the fixed income group, supporting Portfolio Managers and Traders
• Completed major version upgrade and several patch releases, conducted regression testing
• Assembled training documentation for end users, acted as back-up support for equity electronic trading

Business Systems Analyst/Help Desk Support

• Produced report specifications, identified bugs, participated in several portfolio accounting system upgrades
• Captained migration to S P GICS industry standard including project plan and report modification requests, conducted all accounting system and data warehouse database updates, tested all changes
• Spearheaded historical data conversion project for acquired accounts, writing functional specification, completing data mappings, and testing all reports
• Created field mappings and cost analysis, executed testing for Bloomberg Data License implementation