SUMMARY:

• Senior IT Project Manager/Business Analyst specializing in financial data analysis, web - based and desktop financial products for both investment and trade applications
• Successfully career with leading financial investment clients such as Fidelity Investment Services, Confidential, Dun & Bradstreet. Proficient in requirement analysis, design and system documentation with experience in functional design of complex financial applications
• Experience in evaluating and measuring criteria, simultaneously handling various duties, methodically organizing material and information, meeting or exceeding expectations
• Experience in Project management using Agile, Scrum and Waterfall methodology. Systems Development Life Cycle (SDLC) process and related documentation, planning and tracking the project plan.
• Excellent communication, interpersonal skills and team leadership.

TECHNICAL SKILLS:

Software: Excel, PowerPoint, MS Project, Word, PVCS tracker, MS Visio, SOAP UI(XML), EDI

Operating Systems: NT, UNIX, TCP/IP, VPN, HTTP and TELNET

Languages: Oracle and SQL Loader scripts, Sybase, SQL Server, Visual Basic, PowerBuilder, C, Lisp and Pascal

Relational databases: Oracle (UNIX and NT) and MS SQL Server

Project management: Agile and Waterfall.

PROFESSIONAL EXPERIENCE:

Confidential, MA

Sr. Business System Analyst (IT - Web Application)

Responsibilities:

• Member of the Digital Content Management Platform project. Tasked as the business system analyst and created the business requirements specification. Coordinated with various teams (business architecture, legal, compliance, Acquia hosted third party vendor) to gather the information for documenting and completing the requirements specification.
• The project goal is to drive strategic growth through improved customer experience, bring innovative products and features to market, while strengthening Digital adoption and engagement of existing products and services. Confidential of MA would like to set up a cloud based web hosting platform using Drupal as the content management system (CMS) for publicly accessible content.
• Member of the MyBlue Mobile Application project. Tasked as the business system analyst and acting as a liaison between the business team and, the developers & QA teams.
• Created the business requirements and performed a solid analysis on the wireframe logical flow. Conducted a walked through of the requirements and the wireframes with the developers and QA for the product implementation.
• The project is to deliver a mobile experience for our members, with a strong brand experience, built on a new technology platform, that delivers the same capabilities in the market today plus, streamlined registration, enhanced fingerprint access, a new UI, and Alegeus integration.

Confidential, Boston, MA

System Analyst Consultant (Optum - IT Department)

Responsibilities:

• Member of TRICARE medical project, a healthcare program managed by the Defense Health Agency under the leadership of the Assistant Secretary of Defense (Health Affairs). This is to provide quality services for collections, storage, analytics and distribution of data to be consumed both internally and externally to UHC M&V ( Confidential Military & Veterans).
• Performed the data research and analysis, created the data file layouts and built the functional designs of the incoming data files utilizing full Agile ceremonies (standup, sprint planning, user story creating and sizing in Rally Agile application, retrospective, release planning) in the tasks.
• Coordinated with the developers and QA on the development, implementation and validation the results to achieve technology implementation readiness for TRICARE medical contract.
• Coordinated with the developers to ensure the data is accurately ingested, transformed and provisioned through the Enclave Big Data Platform using ODM’s Data Fabric framework to SQL Server and Data Virtualization. The final data will be delivered for Federal Government reporting via Business Objects platform.

Confidential, Smithfield, RI

Principle System Analyst (Fidelity Financial Institution - IT Department)

Responsibilities:

• Performed the business system analyst for Fidelity Financial Institution application. Conducted the meeting with the Business product owners to specify the enhancement requests. Created the requirement document and coordinate with the Web design team, IT developers, QA and batch team on the enhancement implementation.
• Followed up on the IT implementation, QA test plan and test cases to ensure the deliverables are aligned with the requirements. Triaged the issues log with the UI & database developers and QA team.

Confidential, Boston, MA

Senior Business / System Analyst (IT Application Department)

Responsibilities:

• Member of Web portal Administrator team to support the production issues of Confidential Web portal application and new business implementation. Performed a research on the issues, related to Claims, Eligibility / Benefits,, Providers, and Health Management,in Web portal and Windward backend database to research the data to define the cause and the resolution. Assigned the issues to the appropriate IT team for the fix. Web portal is a tool to support Delta Dental, Government and Commercial dental business across the country . Coordinated with the developers and SQA in the Web enhancements using Agile and Scrum methodology. Using SQL database for researching and analyzing the data for trouble shooting the issues or data mapping to support Web Portal enhancements. Analyzed the data issues in the EDI claims and coordinated with EDI team and the database team on the fix to ensure the accuracy of the service claims, the payment to the providers and the member's account balance. Generate monthly reports to support the overall business analysis on Claims, Eligibility / Benefits, and Providers.
• Member of the Workforce optimization project that optimizes the productivity of the Confidential services operations in MA, WI and TX, and transformed the call centers into a strategic enterprise. Coordinated with the business team in defining the business processes, rules and requirements, in selecting the vendors ‘application to verify if they satisfy the criteria to achieve the WFO goal. Discussed and performed the data mapping during the implementation with the selected vendor IT team. Took the lead in supporting the issue resolution between end users and the Application Vendor.
• Coordinated with the EDI team on the enhancement requirements on the UI of the Trading partner management module and Trading partner portal (Web applications). Built the use case document and the UI mockup based on the changes. Defined the process to backup EDI data database and restore into a new database infrastructure. Trading partner web portal is a tool for the clients to upload the claim data file into the system.

Confidential, Boston, MA

Senior Business/System Analyst (Strategic Investment Products and Data - IT Department)

Responsibilities:

• Researched on the data and performed the business & systems analysis for the Sector Tool project which created a Web-based application to present sector-based funds and ETFs to customer/representatives. This tool will assist customers and representatives with gaining more insight into sector investing and building portfolios of sector based products.
• Performed the business system analysis for the Guidance Portfolio Summary (GPS) project in developing a robust online portfolio analysis and diagnostic Web based application. This tool provides the Reps and self-directed customers a means to improve the experience with broader data and analysis for monitoring the customers’ portfolio successfully and be able to generate the quarterly report on their portfolio for review or print out.
• Created the GPS application feature documents with the business requirements, UI Visual design. Present the required features with the Technical team, QA team for the implementation and follow up on the progress to ensure the accurate development of the Web application and the flawless deliverables as specified. Agile and Scrum methodology is fully applied in the project management.
• Ran the SQLs scripts and SOAP UI (XML) application to pull database data and build the test harness to verify the accuracy of the data processing from the database to Services Analytics tool then passing onto Application model and presented on Web-based UI application. Trained the QA team on how to utilize the Test Harness in their QA task to automate and facilitate the QA process.
• Reviewed the QA test cases and test scenarios, ensure that the issues are logged and resolved. Coordinate with the Reporting team and the Content management team.

Confidential, Boston, MA

Project manager/ Senior Business Analyst (Information Technology Division)

Responsibilities:

• Managed the project of implementing an automated reporting process that uses Oracle Business Intelligence Enterprise Edition (OBIEE) as a centralized hub for all of its client, account, and assets information. Set up the project recurrent meetings to follow up on the project status.
• Coordinated with Eaton Vance Business teams (Marketing team on Asset UnderManagements (AUM) data and Performance Analytics team on Performance and Analytics data) in creating the Business requirements for reporting on Clients’ investment and performance data. This project will support the creation of the quarterly AUM report, all data models and ETL (Extract, Transform and Load) processes that must support not only the reports that are currently produced, but also the ability to generate reports that ‘slice and dice’ assets under management using any client/account attributes that are available to the reporting. This reporting also provides details of AUM, broken down by various clients and account attributes such as client type, investment strategy.

Confidential, Boston, MA

Senior Business Analyst (Information Services Division)

Responsibilities:

• Implemented the Lifetime Income Analysis Tool® that illustrates the estimated income generation potential in 401k retirement of a participant’s current plan balances and projected savings. The participants can model the impact of changes to their retirement savings variables, quickly and easily to distribute changes across the overall mix of the portfolio; makes recommendations to participants on how to improve the value of the plan.
• Implemented the Plan Sponsor application that is a reporting tool on the plan assets and the fund performance. This provides an overall knowledge base of the plan's retirement readiness and monitoring the growth of the participants' income into the retirement wealth over time. Used SQL to verify the accuracy of the data in Oracle database. Built stories as tasks for Developers using Agile Project management tool.
• Created the Web analytics document for Lifetime Income analysis Tool and Plan Sponsor application for the business team to analyze and report on Web activity for the Participants and Defined Contributions User behavior is measured to either see the effectiveness of a company effort via a marketing campaign or to identify prospects for a campaign.

Confidential, Boston, MA

Senior Business Analyst (Technology Delivery Private Wealth Management)

Responsibilities:

• Implemented the Portfolio Dashboard in the Private Wealth Management Web application to provide Core clients with a quick and easy access to their Investment portfolio. Coordinated with the technical team on the design of the mockups and the prototypes for the Web application.
• Supported the merger of the Bank of New York with Mellon bank by performing the user conversion and consolidating BYN clients ‘ investment, banking and brokerage accounts into Mellon’s Private Workbench database to provide a solid client base to support the clients in their portfolio analysis and wealth management.
• Defined the Business requirements specifications and the enhancement of the user conversion process. Identified the gaps and ensure the matching of BNY data mapping and the reporting tools. Applied SQL on Oracle Production and UAT database to perform the data analysis.
• Analyzed, tested, identified and documented the data file layout and the converted data fields in the Private Workbench database and ensured the data are converted and mapped correctly. Coordinated the conversion process with BNY and Mellon technical and business team.
• Coordinated with the Business and Marketing team in gathering the info of Business Team lead, in communicating to BNY clients about the changes and establishing the access and the privileges in the Wealth Management Web application.

Fidelity Investment Services

Project Manager/ Senior Business Analyst

• Managed the systems enhancement project to implement updates of the provision in the reporting database to assist plan sponsors in complying with the provisions of the Pension Protection Act (PPA) and 403(b) regulations.
• Defined the business requirements and coordinated with the Marketing, Legal, and Risk Compliance, Client Services, Implementation, Technical and QA teams in implementing the enhancements for 401K management applications from initial planning through the whole project life cycle.
• Ensured that the product deliverables are strictly complied with the Government regulations, satisfied Legal compliance and Business Risk compliance.
• Member of the services standardization project team successfully analyzed the QA processes and the accuracy of the mapped services data.
• Managed Fidelity Plan Advantage Sponsor Product (PSA), which provides a tool for the Relationship Managers to proactively deliver value to the customers by comparing the customer’s plan’s features and performance against industry benchmarks.
• Coordinated with the technical teams in performing monthly and quarterly data loads and with the Business segments to ensuring the accuracy of the 401k investment total assets, the funds data and its performance.
• Coordinated with the technical team to handle bug fixes and product enhancements that will be addressed in each quarterly product release which is supported the Platform Business priorities.
• Participated in the data automation project with the systems team by analyzing how the data is mapped in the database staging tables, how it is flowed and calculated in the database tables and how the expecting result is displayed in the UI and in the Retirement Review report.

Confidential

Senior Business Analyst (Portfolio Management-Application Services Department)

Responsibilities:

• Defined project management processes that will monitor and manage the resources, real cost vs. budget, project risks, project performance and time tracking for all of the IT development projects supported all 12 districts of Federal Reserve Bank.
• Coordinated with the IT development teams in ColdFusion, Lotus Notes, and Portal and SQL database environments to understand their current processes.
• Defined and recommended the Change Management Control processes and the Source Code control tools to tighten the security within the software development phases.
• Defined the Software Quality Management processes, which involve Quality Planning, Quality Assurance and Quality Control to apply to all IT development teams

Confidential

Project Manager/Senior Risk Management Software Solutions & Services

Responsibilities:

• Responsible for the implementation of Risk Management application per the customer business requirements.
• Lead solution design; implement effort and rules development using Oracle and SQL language. Responsible to conduct all customer process reviews and customer .
• Understanding and proficiency in implementing complex enterprise technology.
• Creating innovative and measurable industry specific Risk Management software and service strategies.
• Effectively worked with the “C” level within the organization with solid and defensible ROI messaging to reduce their Bad Debt and DSO and to increase their cash flow.
• Partnered with the Sales force to drive Risk Management software and services revenue and provided an elite and flawless implementation in a timely manner and with customer satisfaction.

Confidential, MA

Project Manager/ Business Analyst

Responsibilities:

• Coordinated with Technology team in implementing TradeTek product that is accessed by the Investment Brokerage or the Day Traders through the Internet (C++ on window NT, SQL Server and broadband connection).
• TradeTek product provides the trading tools to the traders with real-time data of the Market Makers and securities through Hyperfeed as the data source for the information on NYSE, S&P and NASDAQ. The daily trade and basket trade transactions will be executed by the execution servers (ISLD, ARCA, HRZG, and SNET) and sent to clearing agencies (PENSON, ERCO, South West) through FIX connection for business purposes.
• Developed the business and functional specification document for the customized product in the product lifecycle. Managed the product, the release version and controlled the issues list.
• Validated the integrity of product and coordinated with Development team, Documentation team, Business and Marketing team in delivering the customized product to the customer.

Confidential, MA

Senior Business Analyst

Responsibilities:

• Served as Subject Matter Expert in web-based billing systems for customer base of energy suppliers, hosted on Exodus - Oracle/Unix database web server.
• Provided expertise in billing system analysis, payment processing and crediting of customer accounts.
• Developed Business and Requirement Specifications for energy billing system.
• Coordinated the payment process with eCommerce team in integrating the Lock Box Remittance payment data file (EDI - XML format) into the billing system.
• Coordinated the validation of the data-billing stream from an EDI-XML interface to the invoice processing system. Designed and maintained an automated billing reporting system.

Confidential, MA

Project Manager

Responsibilities:

• Managed and coordinated with Global Financing Network (GFN) Project Managers, Development team, QA team, Release Engineer and Database team for the flow and correct packaging of customer's customized web-based product from inception to installation into GFN production hub with optimal time for the turnaround cycle.
• Defined and drove agreements on customer’s product vision, requirements and scope; and managed the changes over the product life cycle.
• Chaired the weekly meeting for the readiness of the roll out schedule of the customers on the GFN. The GFN Network is run on UNIX, Java, XML and Oracle database.

Confidential

Product Manager (Credit Bureaus & Financial Insights Application)

Responsibilities:

• Managed Credit Bureaus products in US and worldwide such as Dun and Bradstreet, Experian, Confidential, TransUnion, Veritas, Graydon - UK.
• Defined both the systems and the connectivity between the company’s database system and Credit Bureaus production system in pulling credit reports (TCP/IP, Dial up or HTTP).
• Defined which products to be developed to fit in the Global Financing Network business of Confidential .
• Defined the business requirement specification, designed and managed the development of the Financial Insights Web application, running on UNIX, Java, XML and Oracle database, to ensure that the product development was in sync with business requirements and functionality.
• Managed the Financial Insights application. This is a tool to subscribe and download Companies' Public SEC Edgar 10Q & 10K financial statements for use in business analysis and portfolio calculation in making credit decisions. Developed project schedule, estimates, budget and milestones using MS Project.
• Defined specific project deliverables and acceptance criteria and ensured the professional, technical quality of the company’s deliverables and achieved the client’s project goals.
• Owned the business and functional specification document for the product in the product lifecycle. Performed an active role in all phases of a release, from initiation to launch.
• Lead and contributed to the company’s proposal and business development efforts.
• Worked with internal departments - Professional Services, Marketing, Sales, Support, QA and Documentation Team - to ensure that the product functionality delivered results in a sellable and usable product and met customer expectations

Confidential

Software Engineer (Development Team and Support Team)

Responsibilities:

• Supported Corporate internal software application developed in Power Builder/Visual C++/Oracle/Sybase in HP UNIX & NT environment and provided application solutions to customer inquiries and issues as related to any debugging queries, enhancement or developments to present application.
• Dialed (Telnet) to customer site to troubleshoot issues using SQLPLUS database queries, insert/delete fields in tables.

Confidential, MA

Senior Business Analyst (Generation Marketing Operation Department)

Responsibilities:

• Served as head analyst on monthly/seasonal/annual studies utilizing actual generation and load figures; and production cost model using power plant fuel price data, generation outages, heat rate and power availability utilizing mainframe program.
• Served as an expert in analyzing own load impacts of power supply options, operating choices and the dollar value of sales and buys.
• Furnished data for billing, rate filing and data study to various departments. Possessed full subject knowledge of NEPOOL rules and procedures.

Confidential

Budget Coordinator & Business Analyst (Customer Service Department)

Responsibilities:

• Served as Budget Coordinator for CS Department in Headquarters and Districts.
• Worked with I/S Department to maintain the integrity of CSI and the accuracy of the billing system. Recommended system enhancements. Completed a projected six-month project in less than ten days.
• Created and wrote a simulated billing calculation program to resolve and adjust the billing discount dollar amount before billing retail customers.
• Evaluated billing functions of Real Time Pricing software.
• Analyzed and established procedures for developing and modifying CIS screens, orders, edits and reports.