SUMMARY

• Over 8 years of experience as a Business Analyst professional working in education, finance and other industries.
• Experience in working with ERP systems such as SAP FICO and PeopleSoft FI, AP module and HCM.
• Developed project plans, status reports and other Project Management documents for the design, development and implementation of projects.
• Certified Scrum Master with experience working in Agile Projects.
• Experienced in gathering and documenting requirements and Workflow diagrams.
• Expertise in writing, maintaining, and executing test plans, test cases and test scripts, analyzing bugs and interacting with team members in fixing defects.
• Experienced in training the business on new systems and helping business execute UAT
• Experience as a Lead BSA with project management responsibilities, such as scope definition, providing project estimates, project coordination and tracking budgets.
• Well versed in Software Development Life Cycle (SDLC), Waterfall, Prototype based, and Agile models, Validation and Testing, Change Management, Problem Management.
• Possess in - depth knowledge about US GAAP, Taxation, and Sarbanes Oxley (SOX) Act.
• Excellent analytical, problem solving, communication skills and leadership management abilities. Team spirit, self-starter and highly motivated individual. “Hands on” methodology for Application Development and support.

TECHNICAL SKILLS

• FISERV
• SAP FICO ECC 6.0
• MS Access
• SQL Server
• MySQL
• PL/SQL basic XML
• Treasury Management
• MS Office Suite
• Project
• Visio
• Agile RALLY
• Adobe Photoshop
• Quality Center
• JIRA
• Crystal Reports
• Sharepoint
• Documentum
• Quickviewer
• QuickBooks
• Peachtree
• Quicken
• Pro System fx Engagement/Tax
• Timberline
• PeopleSoft
• Peachtree

PROFESSIONAL EXPERIENCE

Confidential, Torrance, CA

Business Analyst Consultant

Responsibilities:

• Responsible for analyzing and documenting requirements for the Confidential Scheduler application to reconcile current system process issues and enhance systems for future business needs
• Develop BRD, Issue log to track defects and project plan for each release
• Created Test plan & Script, developed test cases and test scripts manually and executed test cases
• Develop metrics and reporting tools using Tableau that can be used to measure effectiveness and efficiency of projects
• Created department specific Tableau reports for different departments to help managers assign resources to projects, forecast work load and track hours on projects worked by resources
• Worked with DBA to understand data structure and tables in order to create reports in Tableau
• Query Database to analyze, investigate, validate and resolve testing and production results/issues
• Working with SAP workforce to integrate with the Confidential Scheduler application using web services and API
• Provide as-is and to-be work flow analysis and identify opportunities to modify, automate and streamline processes to improve efficiency

Confidential, Riverside, CA

Business Systems Analyst Consultant

Responsibilities:

• Translate new and existing business processes; Journal Write Back Process, Funding Entry Page, Funding Entry FAU Validation, etc. into detailed universally understood documentation and workflow mapping
• Develop a Project Plans, Status Reports, Action Item log for the design, development and implementation of UCR impacted applications
• Translation of the functional design documents and analyzing functional integration with the existing financial system.
• Creating and documenting integration analysis between PPS and PeopleSoft HCM
• Map Labor Ledger tables in ODS to UCRFS tables, Payroll tables to ensure data integrity and completeness between systems
• Work with finance and budget key stakeholders and end users to gain an understanding of key functional requirements and specifications.
• Created Test Plans and written Test Cases for the project and also executed test cases and documented test results for system testing
• Involved in training the business on new system and help business execute UAT
• Facilitated integration testing and Data Validation with other groups to ensure data accuracy within systems
• Created and executed SQL statements in both SQL production and development environments
• Using SQL to query Databases Performing various validations and mapping activities
• WriteSQL queriesfor validating the data against different kinds of reports
• Consult with subject matter experts to identify, define and document current financial and budget business processes.
• Conduct & facilitate fit/gap analysis and design sessions.
• Participate in analytical project management activities, including the development and maintenance of timelines with tasks and project milestones.
• Populate and maintain a SharePoint issue tracking log to provide issue clarity and to facilitate the timely resolution of all issues.
• Independently selects methods and techniques for obtaining appropriate resolution

Confidential, CA

Business Systems Analyst Consultant

Responsibilities:

• Supported the development of an in house web based Lease Tax Administration System (LTAS)
• Developed and documented business requirements for Confidential Financial Service website and Lexus Financial Services website to continue to receive ACH payments for the Citi-E-Pay online uplift project.
• Worked as a Project Manager, managing the project and created Project Plan, Status Reports, Project Charter, Action Item Log and other documents for the design, development and implementation
• Developed business requirements for ReconNET application and for the Citi-E-Pay online uplift project and assisted the QA team during testing of the project
• Worked on the interface of ReconNET application with treasury application, define specifications for passing messages between the two systems using web services
• Performed system testing of the interface of all the hosted web services
• Involved in gathering requirements for PeopleSoft Finance application as a downstream application for different projects
• Supported PeopleSoft application for Confidential Financial Services users and work with the PeopleSoft support team to resolve user issues
• Used Microsoft SQL Server Management Studio to write queries to obtain data for data analysis
• Resolved issues within production database using T-SQL queries
• Created and modify PeopleSoft user accounts in lieu of the Role-Based Access based on Sec1 requests
• Used Microsoft SQL Server Management Studio to write queries to obtain data for data analysis.
• Created Data Specification Sheets to map fields from upstream to downstream applications
• Functioning as Lead BSA with project management responsibilities, such as scope definition, providing project estimates, and tracking budgets
• Collaborated with business partners to analyze and understand business problems and needs
• Facilitated business requirements gathering sessions with the business owners and key technical resources
• Created Use Case Diagrams, Activity Diagrams, and Sequence Diagrams using Microsoft Visio
• Produced requirements, functional specifications, implementable technical requirements, user stories and user acceptance test plans
• Liaison with the QA, downstream teams, Vendors, and business users to create and finalize test plan/scenarios
• Reviewed designs, test scenarios and results conducted and documented by outsourced service provider to ensure business practices are represented
• Involved in training the business on new systems and helped business execute UAT
• Created and executed test cases in HPQC, documented results, and created testing sign-off documentation
• Provided subject matter expertise to support provider as needed
• Reviewed and assessed information gathered, defined key facts and issues, identified potential problems and facilitated problem resolution. Analyzed research on operational procedures and methods and recommended changes for improvement, with an emphasis on automation and efficiency
• Function as liaison between the business line, operations, and technical areas throughout the project cycle

Confidential, CA

Business Analyst Consultant

Responsibilities:

• Developed user requirement specifications (URS), functional requirement specifications (FRS) for the project to add enhance global regulatory compliance team (GRC) on TrackWise. The project primarily related to creating workflow process to support GLP, GCP and CSV audits.
• System administration, development and support of TrackWise ver. 7, 8. Performed configuration changes, system testing, and user acceptance testing to implement the workflow enhancements requirements.
• Helped in Data Migration and Validation efforts writing SQL queries
• Extracted data from the database writing complex SQL queries
• Responsible for the planning and execution of all change management activities for GRC system.
• Involved in User Interface Testing and testing web-services to connect TrackWise to different applications
• Worked with SAP team to implement and support the FICO module. Analyzed As-is business processes to design solutions and To-Be Processes. New General Ledger / Classical GL: Activation of New GL Accounting, Define ledger for GL Accounting, Integrating the GL with subcomponents, Document splitting, Segmentation and Parallel Accounting, Controlling Component Transfer postings, Integration with Asset accounting.
• Accounts Receivable: Building AR Business module, Configuring and Customizing Customer master data, Debtor management, Customer payments, Customer invoice processing, Oder to cash process, Finance documents Global settings (Posting Keys, payment terms),Dunning, Reporting.
• Accounts Payable: Building AR Business module, Configuring and Customizing vendor master data, vendor account groups, Define sensitive fields for dual control, House banks, Invoice processing, Document parking, Outgoing payment, Reporting.
• Created Use Case Diagrams, Activity Diagrams, Sequence Diagrams using Microsoft Visio.
• Produced requirements, functional specifications, implementable technical requirements and user acceptance test plans. Executed user acceptance test cases with the business users.
• Created, documented and executed Test Plan, Test Scripts and Test Results.
• Knowledge of FDA Good Manufacturing Practices (GMPs), Quality System Regulations (QSR), and Good Clinical Practices (GCPs) regulations; Part 11 Electronic Records, Electronic Signatures requirements.

Confidential, CA

Business Analyst Consultant

Responsibilities:

• Developed Business Requirement Document (BRD), functional specification document (FSD) for the project to re-design their applications.
• Worked on enhancements with downstream applications to ensure required data was sent from FISERV
• Participated in the research, development of business opportunities and brainstorming sessions for ideas within the scope of the project.
• Involved in JAD Sessions to collect requirements, performed gap analysis with SMEs within Mortgage Servicing such as Property Preservation and Claims departments
• Created, documented and executed Test Plan, Test Scripts and Test Results.
• Analyzed research on operational procedures and methods and recommended changes for improvement, with an emphasis on automation and efficiency.
• Identified data elements from the source systems, performed data analysis to come up with data cleansing and integration rules for the ETL process.
• Designed and developed all Use Cases, UML models, Activity & Sequence diagrams.
• Functioned as the primary liaison between the business line, operations, and technical areas throughout the project cycle.
• Prepared project reports and executive summaries for management and others; assisted project managers in the development of weekly and monthly status reports
• Worked with compliance and regulatory teams to support legal exports and implementations of regulations for system.

Confidential, CA

Responsibilities:

• Gathered Requirements from users for creating crystal reports to support the internal auditing department
• Authored user story documents, use cases and collected artifacts to extract business rules for report design.
• Drafted and maintained documentation including functional specification, process flows, business rules modeling and system requirement specifications.
• Worked with a developer to create the crystal reports, performed unit testing, defect tracking..
• Worked extensively with Quality Center/ALM for creating Test Plans, Test Cases, Test Logs, and Test Summary Reports.
• Worked with the business users to perform user acceptance testing.
• Prepared project reports and executive summaries for management.
• Managed documentation and reports via Sharepoint 2010.

Confidential, Brea, CA

Audit / Tax Associate

Responsibilities:

• Conducted audit tests for complex financial statement accounts and prepared appropriate audit work papers.
• Assisted in preparation of financial statements and management letters.
• Participated in pre-audit planning for engagements, reviewed and documented accounting systems, operating procedures, and systems of internal control and worked extensively on FAS 157.
• Prepared not-for-profit tax returns including 5500, 990, & LM-2 for high priority clients under significant time restrictions.
• Conducted research on various tax issues and demonstrated an understanding of relevant tax laws for employee benefit plans, labor organizations, and not-for-profit entities.
• Attended professional development and training sessions on a regular basis.
• Analyze client processes, communicate strengths and weaknesses, and recommend process improvements to client management.
• Prepared project reports and executive summaries for management and C-Level executives (CEO, CFO, COO).
• Research complex accounting issues, including the interpretation of new guidance, before delivering implementation recommendations to client management.