SUMMARY:

• Solutions - focused, team oriented Sr. Business Analyst. Technical professional with strong academics and experience in information systems, business operations, telephony, and regulatory reporting. Translation of business rules into proven results. Requirements gathering for workflow, framework, phone authentication, security, proofing.

TECHNICAL SKILLS:

Skills: ERP - J.D. Edwards modules: A/R, A/P, Sales Order Processing, Contract/Service Billing, Time Accounting, Job Costing, G/L. PeopleSoft. Technical writing for three years. CostPoint financials, Deltek Cobra, Cognos/Query Studio, PRMS, MS Office, BPCS. Accounting: Month-End Close, Operating Expense Analysis, Balance Sheet Recon, Accounts Payable, Accounts Receivable, General Ledger, Fixed Assets & Capital Expenditures. Dashboards and KPIs. Internal Audits, Schedules, Compliance, Sarbanes-Oxley. SOW, System/Software implementation, business/data modeling (CASE), structured methodologies, full life-cycle development, testing, process improvement, business requirements gathering, OOA/D. Oracle DBA emphasis - Administration, Backup & Recovery, Performance Tuning, PL/SQL. Oracle Financials, 9i and 11i. AS/400 - AS/400 Query, SDA, DFU, SEU. Completed AS/400 System courses, RPG/400, CL programming, LAN, Wan, e-Security, Visual Basic, Lotus Notes, and Java. EDI, Visio, Client Access, MS Project, FasTax.Network Security courses CISSP preparation, Middleware, Network Storage.

PROFESSIONAL EXPERIENCE:

Confidential, Dallas, TX

Sr. Business/Systems Analyst

Responsibilities:

• Analyst for Lexis-Nexis Proofing (Insurance and Banking) implementation for Identification-Authentication solutions.
• Gathering business requirements; constructing workflow and process diagrams; studying system capabilities for Framework. Analyzing stakeholder requirements, working with developers for product integration. Followed Scrum Master, Agile Expert, and Scrum Product Owner methodologies. Created the Project Charter or Statement of Work.
• Implemented new authentication technology in call center for bank, property/casualty, auto, fire as the transactions affected the call centers. Credential creation following NIST guidelines; multifactor security. Met regulatory requirements for bank and insurance. Created RFPs and involved in vendor selection process.
• Determines operational objectives by studying business functions. Defines and documents customer business functions and processes using Visio, PowerPoint, and Mega. Creating use cases, Business Decision Documents, Business Case Documents, UAT, testing requirements, and metrics.
• Acts as a liaison between departmental end-users, technical analysts, information technology analysts, and consultants. Interpreting flows for V.Ps.
• J.D. Edwards E1 9.1, Microsoft Office, Lotus Notes, Service Manager, Sharepoint, Query Studio. Completed over 365 hours of technical through employer.

Confidential, Garland, TX

Business Analyst

Responsibilities:

• Analyst for J.D. Edwards E1 conversion from FMS.
• Requirements gathering for the conversion.
• , process flow documentation, test scripts, ACH, Positive Pay.
• J.D. Edwards E1 9.1, Microsoft Office.

Confidential, Orangeburg, SC

Business/Systems Analyst

Responsibilities:

• Analyst internal audits responsible for documenting ERP processes and procedures in Orangeburg, SC, McRae, GA, and Charlotte, NC.
• Excel VBA applications. Streamlining downloads from the AS/400 and manipulating formulas in Excel. Create Visual Basic macros for reporting applications.
• Troubleshoot AS/400 issues with downloads and queries for financial analysis.
• Payables processing for two plants - $26.8m weekly.
• Inventory and standard cost accounting.
• Documentation for the manufacturing and IT processes in PRMS and J.D. Edwards.
• AS/400, BPCS, PRMS, J.D. Edwards 7.3 modules for A/P, G/L, Inventory, Costing, and Procurement, Query tools.

Confidential, Columbia,SC

Accountant IV

Responsibilities:

• Accountant IV responsible for the management and monitoring of the Cobra Earned Value Management program.
• Contract management, internal audits, fixed assets.
• Generate monthly invoices from CostPoint and Cognos. Project analysis and reporting.
• Monthly labor reports from CostPoint and Cognos.
• Writing policies and procedures for the project setups, billing, labor, and Cobra functions.
• CostPoint, Deltek Cobra, Cognos, MS Project, PowerPoint, Excel, Word, Tao, Outlook.

Confidential, Coppell, TX

Financial Analyst

Responsibilities:

• Financial Analyst performing inventory reconciliations for seven countries.
• Month-end close operations, standard cost changes, commercial invoices, debit memos, intercompany reconciliations, journal entries, currency exchanges.
• PeopleSoft conversion, Microsoft Office.

Confidential, Dallas, TX

Financial Analyst

Responsibilities:

• Financial Analyst. Preparation of management reports on a monthly basis. Financial statement preparation. Management reporting and key performance indicators.
• Inventory analysis and costing.
• Cost accounting, month-end close, journal entries.
• Documentation for Sarbanes-Oxley.
• AS/400 - BPCS, Oracle 11i - G/L, A/P, A/R, Discoverer, Essbase, Powerpoint, Excel, Word, Web-based tools and accounting systems, Microsoft Exchange.

Confidential, Irving, TX

Financial Analyst

Responsibilities:

• Financial Analyst for mortgage-backed securities reconciliation and reporting. Analyze flows and resultant breaks. Created reporting function for Wall Street.
• System balancing between trading desks, loan sales and purchases, loans serviced by others, sales and repurchases.
• Business Objects, WITS, Passport, Fidelity, Excel, Word. Attended all loan related technical and non-technical courses.

Confidential, Dallas, TX

Senior Accountant

Responsibilities:

• Intercompany billings, bank reconciliations for A/P.
• Payroll processing and check run for 300 in multi-state environment. Quarterly returns.
• Sales tax clean-up for ten months of filings. Sales report audits/compliance.
• Collections - reclaimed cash of approximately $75k. Expense report audits.
• Conversion to Oracle 9i. Coins, Phoenix Frontend, Cold, Outlook, Synergy, HR Suite

Confidential, Dallas, TX

Senior Accountant

Responsibilities:

• Financial statements preparation.
• Cash flow analysis for banks.
• Audits/Compliance.
• A/P - cut checks, A/R - collections, G/L, bank reconciliations, payroll, quarterly returns, sales tax, account reconciliations, salesmen commissions. QuickBooks, Cyrious.

Confidential, Irving, TX

Tax Accountant

Responsibilities:

• Tax Accountant. Customer billing and reconciliation for personal property taxes in a multi-state environment. Issue resolution with tax jurisdictions.
• Analyze property tax returns. Refund processing. Audits/Compliance.

Confidential, Irving, TX

Tax Accountant

Responsibilities:

• Tax Accountant. Cleanup project for Vertex/Quantum Returns products. Database reconstruction and implementation. Reclaimed $5mm in overpayments.
• Filing of multistate sales/use tax returns. Issue resolution with tax jurisdictions. Tax return preparation. Audits/Compliance.

Confidential, Houston, TX

Accountant

Responsibilities:

• Technical Writer. Contract setup for J.D. Edwards One World contract/service billing and job costing modules.
• Report Design Aid, Form Design Application, Report Design Director.

Confidential, Dallas, TX

Financial Analyst

Responsibilities:

• Analyst. Analyzed system balances for accuracy.
• Audits/Compliance.

Confidential, Dallas, TX.

Accountant.

Responsibilities:

• Financial Accountant. Financial trainer and third level support.
• Accounts receivable, accounts payable, purchase orders, job management, service contracts, service tickets, General Ledger, and inventory.

Confidential, Dallas, TX

Business Analyst

Responsibilities:

• Project Manager. Implemented Contract/Service billing module in a two-company conversion. Full lifecycle development.
• Application development for A/R EDI.
• Process improvement implementation. Train the trainer sessions.
• JAD sessions for business process development and requirements gathering. Developed test scripts. Technical writing.
• Supported and implemented Sales Order Processing, Distribution,Accounts Receivable and Accounts Payable, Time Accounting,G/L, and Job Costing.
• Implemented Collections module, Vertex Sales and Use tax program thatresulted in the discovery of a $400k underpayment.
• Internal audits and compliance.
• Supported Macola for manufacturing operations.
• Backup support for DBA.
• Report generation: Report Design Aid, Form Design Application, Report Design Director, World Writer, Dreamwriter, SQL.

Confidential, Garland, TX

Senior Accountant.

Responsibilities:

• Business Manager. Budgeting, forecasting, daily engineering operations, job costing, bid preparation, billing, and collections.
• Internal audits/compliance.
• Created flash to actual reporting for profitability analysis. (Costpoint shop).
• Analyst. Performed analysis on collection accounts within the Treasury Department. Oracle.

Confidential, Dallas, TX

Project Manager

Responsibilities:

• $2.6mm national contract implementing an Oracle Asset Management system. (AMS). Managed 38 contractors. AMS was the Congressional database of record for the 75,000 Dallas Contractor Managed REO assets and nonperforming loans (mortgages).
• EDP Auditing team. Developed policies and procedures and programs for contractors. Identified changes to policies and procedures that streamlined processes and reduced costs. Reviewed all processes so that they were streamlined, efficient and automated. Frequent problem-solving analysis. Established goals, monitored performance and coached and motivated staff. Payment Review Authorization function.