Summary:

Full systems development life cycle experience within Agile, Scrum, and Waterfall environments. Roles include Lead Business/Systems Analyst, Project Manager, Management, Test Lead, Trainer and Sales Representative. Responsibilities include resource management, project management, scope creation and risk assessment, business/systems analysis, process/workflow diagrams, SQA/UAT testing, Use Cases, User Cases, User Stories, and data analysis. Experience in Web based, UI, conversion and migration projects within the Financial, Transfer Agent, Mutual Fund Administration, Health and Life Insurance areas. Data analysis experience including SQL, TOAD, Crystal Reporting, XML, data mapping, gap analysis, data flow and downstream data impact. Strong experience with Microsoft MS Project, Visio, PowerPoint, Word, Excel, Access , Innotas, TFS, and HP Mercury Center. Comfortable speaking with all levels of management, departments business or technical , clients, sales teams, and training teams.

Experience:

Confidential

Lead Business Analyst / Project Coordinator

• Worked with Senior Business Management, Project Managers and other key stakeholders IT/Business Managers, Designers/Developers, Subject Matter Experts, QA and Training to develop and document scope, requirements and use cases in a manner that is clear, accurate, and understood by all.
• First fulltime BA brought on board to lead new EPMO team and initiating the delivery of:
• Development, definition, and documentation of team roles and responsibilities.
• Created workflows and process flows of current state and future state organizational changes,
• Mentored new employees.
• Lead BA/PM for HCR project:
• Coordinated Governance Board meetings to identify and prioritize new project initiatives and requests through Steering Committee.
• Acted as PM and BA on various projects
• Created project schedules, managed resources, gathered and documented requirements, created User Stories, oversaw testing, and followed through project life cycle to implementation.
• Lead BA/PM for WW upgrade WW is the DentaQuest Web based core processing application supporting Provider, Configuration/CMS, Financial, and Claims data :
• Agile project PM/BA lead for several project initiatives including Provider requirements and managing through project completion.
• Responsible for creating Operational Readiness plan for program implementation.

Confidential

Business Systems Analyst

• project documenting data conversion requirements and presenting to Senior Management.
• Coordinated application and documentation on final stages of bank merger project between Sovereign Bank and Santander Bank.
• Leader in final User Acceptance Testing coordinating training and acting as a Subject Matter Expert on new banking transaction processing system.
• Worked closely with Senior Management team participating in an Agile environment providing morning and evening updates in daily status meetings.
• Created daily PowerPoint presentations for management team documenting project milestones and using Excel to run macros for monitoring progress and updating performance objectives thru pivot tables.

Confidential

Lead Business Systems Analyst / Project Manager

• Responsible for working closely with the business and documenting as-is process in an Agile environment.
• Determining internal impact and developing new business UIs and technical strategies to increase business productivity.
• Managed and partook in SDLC from requirements gathering, documenting, walk-thru, sign-off, functional/technical specifications, JAD/RAD sessions, testing, QA, change control, implementation, and assumed SME roles on new products.
• Highly visible role interacting with all levels of management, departments, and end users, while bridging gaps and miscommunications between business users and designers/developers.
• Created test plans, gathered and critiqued test data using SQL developed Use Cases, and maintained a strict list of testing results and feedback to the PM.
• Assumed leadership role working on many projects concurrently through balancing my workload and providing management project timeframes.

Confidential

Senior Business Systems Analyst /Quality Analyst Bank merger project between Sovereign and Santander bank.

• Interviewed, collaborated, and gathered requirements with business line process analyst and application development to gather data to produce functional specifications for Sovereign Deposit Finesse Interface.
• Worked closely with the business and operation Finesse teams performing transaction walk-thrus and writing technical data mapping documentation for the transaction based system.
• Wrote Use Cases for the various QA teams for the Sovereign online check application and executed test scripts for unit testing.

Confidential

Business/Systems

• projects at John Hancock, Tufts Health Plan, and Fidelity see below .
• Promoted to Field Manager 2006 to help acquire new clients and manage existing relationships.

Confidential

Consultant Senior Business Systems Analyst Subs Reorganization

• Data analysis and mapping related to the restructuring and merging of multiple John Hancock subsidiaries.
• Provided project support and coordination focused in the Life products area relating to correspondence.

Confidential

Consultant Senior Business Systems Analyst / Project Manager Integration Systems

Responsible for analysis and liaison between business and systems integrated teams for HIPAA National Provider Identification regulatory project within an Agile environment.

• Documented, analyzed and designed business requirements for conversion solutions to the new provider identification system.
• Responsible for data requirements gathering and mapping of member data.
• Provided user data analysis support within the Oracle ODS by writing SQL select statements.
• Documented UI requirements in use case format while using Visio to create BPMN and format UML diagrams such as Wireframes, Use Case Diagrams, Activity Diagrams and Process Flow Diagrams.
• Provided database mapping solutions and AQL support for system designers and system requirements for reporting Oracle database analysts.
• Responsible for project implementation through multiple systems by gathering and documenting detailed requirements and following through as main contact for user training, support and problem resolution.

Confidential

Consultant Business Systems Analyst / Lead QA Tester FIIS Systems

• Responsible for analysis and liaison between business and systems teams for Cash-Like Instrument government regulatory project in a Agile environment.
• Gathered requirements and implemented solutions using Wireframes to produce online screens and reporting tools for a new government enforced trading restrictions project.
• Lead QA SQA system tester for mainframe application as well as five integrated trading and reporting applications using SQL and Platinum.
• Created guides through capture planning, story-boarding, proposal planning, in conjunction with ETL developers in gathering project requirements and data requirements.
• Provided leadership, guidance, and support throughout acceptance testing, user testing, and user training for the business team supporting the Cash-Like Instrument policy.

Fidelity Investments

• Consultant Business Systems Analyst FESCO Systems FSIA Development
• Responsible for business and data analysis of the General Motors client data feed including the distribution of data within Fidelity to existing practices, the data mapping into a Tier II database, and the extraction and data mapping into Tier II client data feeds.
• Provided data support and analysis using SQL.
• Developed use cases and test scenarios for execution in Agile environment.
• Responsible for the documentation, training, and support of the Fidelity IDOG team.
• Maintained leadership role in the distribution of assignments and management of Fidelity development team.
• Established strong relationships with internal Fidelity business, operations, and technical teams. Through successful teamwork, we were able to meet the production installation date despite reduction of staff and constant revision of client requirements.

Confidential

Manager Advanced Technology

• Manager of DAZL and NEWS SaaS products, projects, and staff. DAZL being a XML based product supporting mutual fund trading and data delivery to fund companies, plan administrators, dealers, and CFAs. NEWS being a web based Exception Workflow System which enabled the NSCC operations team to make workflow updates directly to the TA system.
• Built a resource and application team for development and support of the DAZL and NEWS applications.
• Successfully led conversion plans and project agenda for the implementation of new DAZL clients including Smith Barney, Fidelity, Putnam, and Franklin Templeton.
• Successfully managed NEWS product conversion from outside consultants to a PFPC base product.
• Served as business sales partner and chief system support for new clients.
• Directly involed Scoped, designed, tested and implemented new trading UIs including transmission delivery, data mapping, gap analysis, contingency planning, billing, and reporting.
• Participant in Senior Sales meetings for new DAZL/NEWS business clients.
• Lead Business Systems Analyst Advanced Technology

Confidential

Systems Analyst Retail Banking Systems

• Maintained system development project status, analysis, and testing for deposit, credit, and investment applications.
• Created business and systems requirements documents for retail banking team.
• Participant of systems integration team for bank merger.