PROFESSIONAL SUMMARY:

• Twelve years as a Project Manager and over eighteen years of diversified experience as a Business Analyst. Areas of expertise are focused in the Financial Services and Treasury and Capital Markets verticals with a proven ability to successfully implement complex level systems for organizations and successfully influence cooperation between stakeholders toward a positive outcome. Detailed oriented with exceptional problem - solving, leadership, communication, interpersonal, and teamwork skills.
• Solid understanding of the Waterfall Systems Development Life-Cycle (SDLC) and Project Management Life Cycle (PMLC)
• Expert in business process engineering, including analysis, design, development, testing, and the implementation of software applications
• Excellent communication, analytical, interpersonal and presentation skills
• Exceptional organization, time management and prioritization skills
• Team player who can easily adapt in a rapidly changing environment

TECHNICAL SKILLS:

Databases: IBM DB2, MS Access

Tools: MS Project, Visio, Access, Word, Excel, PowerPoint, Outlook, Daptiv PPM, SharePoint, Adobe Dreamweaver, SnagIt, Informatica ETL PowerCenter

Platforms: Windows NT/2000/XP/7, Oracle, Mid-Range, Mainframe

Defect Tracking & Testing: HP Quality Center, Mercury Test Director

Reconciliation Tool: CheckFree ReconPlus

PROFESSIONAL EXPERIENCE:

Confidential

Senior Finance Analyst

Responsibilities:

• Provided professional Information Technology (IT) services to the Federal Government, state and local government, and the private sector.
• Developed a scope of services and a pricing model for the revenue collection services to be solicited from the financial institutions
• Researched and developed industry best standards for pricing, start-up and transition costs, and service-level agreements
• Conducted research through the Association for Financial Professionals (AFP) and other sources to determine current market pricing in various product categories (e.g., general account services, internet based transactions, ACH, etc.), as well as overhead and profit margin
• Provided support on the development of pricing templates and pricing models specific to the FASP (Financial Agent Selection Process) being initiated
• Developed the model or formula to calculate potential savings as a result of the FASP
• Prepared estimates on transition cost that calculate the cost of the new FA taking responsibility for existing customers, existing hardware and peripherals (e.g., card terminals, check scanners, PIN pads, etc.), and the technical costs (e.g., development, infrastructure) necessary to seamlessly cutover endpoints to assure daily operations
• Aided setting up procedures for the evaluation of proposed pricing from respondents
• Obtained US Access credential for Department of the Treasury

Confidential

Business Analyst

Responsibilities:

• Created detail business requirement document s for client project requests
• Maintained active and completed project change reports
• Performed weekly status updates and reporting to management and the Bangalore PMO team
• Created business process flow diagrams and mapping documents using MS Visio for Client Change Management (CCM), Global Thermatic Partners (GTP), and Exchange Traded Funds (ETF)
• Performed testing for various client projects and change requests
• Communicated with clients (e.g., Vontobel, QSI, RS Investments, etc.), relationship managers, client service managers, and technical staff
• Proposed solutions to client issues and concern
• Updated GIT (Global Initiative Tracker) with project status, task dates, etc., and oversaw maintenance of the database
• Performed gap analysis, created business process mappings using MS Visio, and project management activities for various client change requests
• Created procedures, swim lane diagrams using MS Visio and other miscellaneous documentation
• Performed client-facing and support
• Performed as a team leader, when necessary

Confidential

Project Manager and Business Analyst

Responsibilities:

• Created project plans using MS Project
• Acquired business knowledge of ACH (Automated Clearing House), Retained Assets System (RAS), and Return Items Imaging and processing
• Utilized Systems Development Life Cycle (SDLC) project management methodology
• Ensured project issues and risks were identified, quantified, managed, and tracked
• Provided solution proposals to mitigate risks
• Communicated and escalated risks, assumptions, and constraints, as needed.
• Documented, managed, and tracked action items, risks, issues, assumptions, constraints, change requests, and dependencies
• Developed and distributed weekly status reports reflecting the overall project health (red, yellow, green/RAG), including risks and issues, as well as, key summary and s
• Produced project artifacts (i.e., plan, resource plan, contingency plan, communication plan, governance, and RACI (tool used for identifying roles and responsibilities and avoiding confusion over those roles and responsibilities)
• Analyzed high-level and detailed business requirements and provided expertise to the Product Manager/Business SME in use case creation
• Created ‘to be’ ACH process flow diagram and business and technical process mapping documents using MS Visio
• Performed GAP analysis
• Clearly communicated to sponsors, senior management, stakeholders, end-users, vendors, IT personnel, and other project team members
• Supported access to the Global Tracking Time (GTT) system that the Northern partners/employees used for time entry
• Recommended alternative solutions, project strategy, and deliverable prioritization
• Created and maintained SharePoint Treasury Management site that housed all project artifacts and deliverables
• Facilitated weekly project status meetings and prepared meeting agendas and minutes
• Created monthly project status presentations using MS PowerPoint and delivered to executive sponsors
• Facilitated JAD and RAD sessions
• Worked with vendor (Fiserv) Project Manager in the coordination of meetings with business and technical resources
• Maintained and updated ACH Enhancements financials and forecast information

Confidential

Project Manager

Responsibilities:

• Elicited requirements, created documentation, managed in the areas of Project and Portfolio Management, Financials, and time tracking for EPIC (Enterprise Project Information Center) system
• Conducted analysis with expertise in different business areas, application wide analysis and proposal of solutions
• Assembled, analyzed, and represented customer business requirements.
• Performed feasibility analysis, scoped project, recommended alternative solutions, and prioritized deliverables
• Created high level implementation plans (using MS Project), data and process models (using MS Visio), cost estimates, cost benefits analysis, and return on investments
• Facilitated workshops and weekly status meetings
• Defined and tracked project milestones
• Coordinated SIT and UAT testing
• Completed Gate 0 SWAG estimate for EPIC Forecast enhancements
• Completed initial cost estimate for GTT production requests
• Created Appropriation Request for EPIC forecast and GL report enhancements
• Performed as a team leader, when necessary

Confidential

Business Systems Analyst

Responsibilities:

• Provided high level consulting services to clients, stakeholders, and internal technical staff on complex issues involving system functionality
• Supported full life-cycle for the conversion of Marshall & Ilsley Bank (M&I) to BMO Systematics (deposits/IMPACS and lending/ALS-SM) and Equipment Finance applications to the downstream Management Reporting platform. Performed analysis, design, development, testing, and implementation
• Created functional and technical requirements documents (using MS Word and Visio) surrounding upstream application business requirements
• Performed business and technical process mapping
• Participated in defect meetings with QA and stakeholders and performed analysis of issues toward resolution
• Assisted in providing resolution to conversion production general ledger and Management Reporting system issues
• Prepared project tasks, estimates, functional and technical design documents, test plans and other project related documentation
• Designed and built SharePoint MRP and GLM documentation site
• Mapped new source application files to Informatica ETL database tables
• Updated existing Informatica ETL database tables
• Created test scripts and cases for conversion functional and technical requirements
• Extensive knowledge of methods, tools, and technology used to carry out tasks necessary to prepare business assessment deliverables
• Considerable knowledge and use of quality management methods, tools, and technology used to create and support defect-free, application software that meets the needs of the client/business partner
• Followed basic principles, processes, phases and roles relevant to a waterfall methodology
• Knowledge of architectural design principles, practices, and theories as well as basic concepts of object-oriented design and programming
• Understood and focused on the clients’ needs, establishing credibility and building relationships with clients
• Skilled in analysis, solid decision-making and problem solving

Confidential

Business Analyst

Responsibilities:

• Co-managed Commercial Card platform migration project work plans and revised as appropriate to meet changing needs and requirements
• Coordinated with team leads to keep project approach and charter up to date
• Prepared and presented weekly reports and deliverables for executive meetings and reviews
• Effectively applied the conversion tool methodology and enforced project standards which minimized exposure and risk on project
• Maintained stakeholder conversion event lists
• Participated in daily defects meetings with stakeholders
• Ensured project documents were complete, current, and stored appropriately in SharePoint
• Utilized SharePoint to update and maintain the migrations pre-event checklist and whiteboard to ensure that pertinent information and documentation was conveyed to stakeholders
• Helped facilitate team meetings, prepared meeting agendas and minutes
• Delivered engaging, informative, well-organized presentations

Confidential

Project Manager

Responsibilities:

• Collaborated and interacted with IT, Retail Banking Operations (Checking, Savings, and Loans), Website, Compliance, Legal, and vendors
• Performed business analysis of Retail operations and website
• Provided project management, project planning, research and documentation for website, retail systems, Fiserv ConvergeIT: Volp (telephone banking system) and retail business reporting analytics
• Utilized SharePoint and to maintain project documentation and MS Project and Daptiv PPM to track project status

Confidential

Project Manager

Responsibilities:

• Provided project estimates, project management, research, and documentation for the Card Personalization Account Manager VB6 application rewrite to .Net, Job Number Expansion, and customer reports
• Conducted JAD sessions for the Job Number Expansion project and Account Manager VB6 application rewrite to a .Net environment
• Prepared test plans, UAT and SIT test cases and executed testing for simple coding/system changes
• Provided client support by working directly with the client in solving problems or making decisions requiring technical expertise or specialized knowledge
• Elicited and clearly defined client needs by using interviews, document analysis, requirements workshops, surveys, business process descriptions, use cases, event lists, and business analysis
• Performed administrative duties and prepared support documentation
• Experience supporting a variety of projects and familiar with multi-tasking
• Responsible for the analysis phase for upcoming development and implementation projects
• Experience creating test plans, cases and scripts; and conducting testing for applications software changes and/or new releases

Confidential

Business Systems Analyst

Responsibilities:

• Collaborated with the clients to analyze business/technical requirements and review/produce specifications for any new/change to the Wholesale Lockbox system
• Served as a liaison between IT and internal clients
• Worked with the development team to ensure that they understood the requirements and technical specifications to upgrade and modify the Wholesale Lockbox system
• Contributed to continuous improvement and proactively supported knowledge sharing for team
• Identified, assessed, and documented business and technical requirements, as well as, process mapping documents
• Conducted research to determine if solutions to business/technical requirements existed within or outside the business unit, and if not, whether new solutions were feasible
• Analyzed the impact of proposed solution across the business
• Utilized SharePoint to maintain business and technical requirements documentation, as well as, business analysis procedures
• Reviewed Quality Management team test cases and scripts to ensure that requirements documentation could be easily translated into test plans, and ensured that the proper testing plans were completed
• Provided relevant test scenarios to the QA testing team
• Participated in QA and UAT defect remediation utilizing the HP Quality Center application
• Collaborated with test team to develop system integration test scripts and ensured the test results corresponded to the business expectations
• Managed day to day individual workload and monitored milestones and critical dates to identify potential jeopardy of the schedule

Confidential

Design and Development

Responsibilities:

• Implemented and supported data feeds/interfaces and changes for corporate tax, general ledger, accounts payable, fixed assets, purchasing, supply ordering, file transfer pricing, corporate card, reconciliation, oracle projects, PeopleSoft, employee expense, and human resources financial query portal
• Assisted in the front-end design, development, administration and support of the Chief Financial Officer (CFO) website; in-house developed web-based data query portal; and financial reporting web application
• Worked on the design, development, administration and support of the Hyperion Essbase System
• Configured rules for CheckFree Recon Plus general ledger accounts and transaction types
• Created business process models and experienced and knowledgeable in business process reengineering
• Elicited and documented functional requirement specifications and process mappings
• Performed GAP analysis
• Interacted with technology staff and business areas to formulate and implement solutions to enhance existing services and improve processes
• Created unit, UAT, and SIT test cases and scripts and performed testing.
• Developed reporting and data metrics to track client usage
• Assisted in maintaining the Chief Financial Officer website and creating website homepages using Adobe Dreamweaver software
• Created test plans and designed user acceptance and regression test scripts
• Performed quality assurance and user acceptance testing using Test Director

Confidential

Project Management

Responsibilities:

• Performed project management activities for the financial management reporting and data query web-based portal applications and chief financial officer web site
• Created and documented annual release schedules, project plans, and support procedures, as well as other documentation
• Conducted enhancements status meetings and JAD sessions
• Designed and conducted quarterly release, system upgrade and application presentations
• Assisted in the selection of financial reporting software package for balance sheet reporting (income/expense and assets/liabilities)
• Monitored budget for development and project related work for the Executive Officers websites and the Finance Analysis Portal (FAP) web-based application
• Acted as a liaison between the line of business end users and the IT groups

Confidential

Production Support

Responsibilities:

• Monitored the CheckFree reconciliation daily processes including; Federal Reserve Bank, Cash, Clearing, Suspense, and Supporting Schedules Supported financial management reporting and data query web-based portal applications and CFO web site
• Identified and addressed production defects to websites and associated applications
• Supported Hyperion Essbase application
• Achieved system service levels and updated documentation to accurately reflect business/cost drivers, meeting all reporting and data availability deadlines