SUMMARY:

• Dynamic, creative and results - driven Senior Business and Technical Analyst/Project Leader successful in performing key business/system analysis around organizational and enterprise-wide automated and/or manual workflow processes; leading state-of-the-art, multi-technology initiatives. Highly experienced in the integration, development and project management of Internet/Intranet and enterprise-wide Applications, Architecture, e-Business and Application Development (AD) product and service offerings; integrating those initiatives into tactical implementations.
• Expert in designing, developing and delivering cost-effective, high-performance technology strategies and tactical solutions to meet challenging and ever-changing business demands in the Financial, Retail, Manufacturing, and Technology industries. Extensive qualifications exist in multiple facets of project and software life-cycle development, from initial feasibility/business/system analysis and conceptual design through documentation, implementation, testing, user, data mapping/conversions, and enhancements.

TECHNICAL SKILLS:

Methodology: Knowledge Acquisition/Management, Custom Software Life-Cycle Methodologies, Vendor Selection, Business Governance, Disaster Recovery, Business Continuity, JAD, RAD, UML, RUP, Agile, OOAD, CMM, SDLC, SLC, Strategy/Strategic Planning, Readiness Assessment, Architecture

Development: Object-Oriented Software Development, RUP, OMT, Jacobson, UML, SDLC, Agile, Design, Build, Test Planning & Execution, Use Case/Functional Requirements Capture, Knowledge and Business Rules Engineering, Infrastructure/Architecture, Product/Software Life Cycle Development, Web Development

Systems: Content Management Systems (CMS), Data Warehousing, Order Management, Financial Systems, Cellular Management Systems, Real-Time Processing, System Development, Implementation, Integration, ERP Systems, Customer Services, Sales & Support (CRM, SFA, TES, PRM), Web, Mainframe, n-Tier

Management: Project Management, Change Management, Risk Management, RFI, RFP, RFQ, Software Process Improvement, Process Re-Engineering, Verification/Validation, Development, Quality Assurance, User Interface Design/Development, Technology Project Development Lead/Manager

Engineering: Objected-Oriented Analysis, Design and Programming, Rational Unified Process (RUP), Agile, Unified Modeling Language (UML), Knowledge Engineering, Business Process Engineering

Development Software: C, C++, PowerBuilder, Oracle, COBOL, HTML, DHTML, DEC Forms, ASP, Java Script, XML, BASIC, RMS, CMS, DCL, SCCS, .NET

Software Tools: Jazz Platform, Share Point, PowerBuilder, Visual C++ 5/6.0, Erwin, PL-SQL, HOW, Rational Rose, SQA Team Test, Select OMT, Cold Fusion, Object Center, System Architect, Install Shield, PVCS, MAKE, Quality Center, MS Visio, MS Project, MS PowerPoint, MS Word, MS Excel, MS Outlook, Lotus Notes, Crystal Reports, StarView, JIRA

Relational Databases: Oracle, Access, Sybase, DB2, ANSI SQL, DEC Rdb, Informix, Stored Procedures, Triggers

Packaged & Other Systems: Operational Control Platform (OCP), RSA Archer GRC Suite, Application Lifecycle Management (ALM), SAP, Siebel, DSS, SFA, Corba, eGain, Kana, PeopleSoft, PegaSystems, Blue Pumpkin, JD Edwards, Oracle, Manuguistics, Sanchez, Check Free, NICE, Touchpoint / Web Tones, GeoTel, Vermilion Reporting Suite, CTI, IVR/VRU, SBR, ACD, PBX, Institutional Client Reporting

PROFESSIONAL EXPERIENCE:

Confidential

Alignment Lead/Consulting - Business Analysis

Responsibilities:

• Alignment lead for RSA Archer Platform Risk Management Product COSO and its associated applications, driving with the Product Owner: Business Product Roadmap, Analysis, Requirements, Configuration, Preview/Demo Sessions, Test Scripting, Test Planning, Implementation and on-going support within an Agile methodology/process.
• Performed business analysis, data mapping, data conversions/imports for system implementation into Shared Risk Platform (SHRP) an RSA Archer Platform to deliver Governance, and Risk and Compliance best practices and tools with focus on Process, Risks, and Controls (PRC), within a highly-matrixed on-shore/off-shore organization.
• Provided oversight and hands-on creation of Agile Artifacts to support Layout, Notifications, Workflow, Reports (iViews, Global Reports, Dashboards), Access (CRUD Matrix), and Data Imports and Conversions addressing the SHRP Agile Deployment Life-Cycle requirements.
• Drove the implementation of Test Planning, Test Scripts, and Test Execution for SIT, UAT, PRODFX, and PROD as it related to Agile package feature/function installation for PRC implementations. Defined and created Epics, Stories, Testing Acceptance Criteria, (within SHRP and JIRA) along with establishment of Test Plans (Scripts) and Test Labs for SIT, UAT, and PROD (within Application Lifecycle Management ALM ). Performed the testing functions against the feature sets and data imports implemented within all lower and higher environments, identifying and addressing Defects through a Defect Triage Management process.
• Managed and created workflow processes to address mapping and transformations of client PRC datasets for internal specifications, applying data analysis skills to effectively identify transformations, loads, validation, and integration of data into various applications within SHRP. Provided on-going maintenance and support of the client data loads. Oversaw and assisted in establishing and maintaining controls to ensure the extracts, transformations, and load processes for PRC data converted to meet data specifications of various SHRP requirements. Created the data import artifacts, files and performed the actual load process within the lower environments of SHRP to test and validate transformations, load, and process.

Confidential

Consulting - Business Analysis, Requirements, Specifications, Testing, Design

Responsibilities:

• Directed the business analysis, requirements, design functions, data mapping, and project planning for the Test Plan Activity and Test Execution system implementation into OCP an RSA Archer Platform to deliver Governance, and Risk and Compliance best practices and tools with focus on Controls and Organizational Alignment, within a highly-matrixed on-shore/off-shore organization.
• Managed the analysis and updates of Reporting, Data Quality, and Element Owner Oversight business workflow processes and documented to address current-state medium and high-risk processes for auditing purposes for Risk and Compliance. Additionally, documented existing workflows and their associated Quick Guide (QRGs).
• Performed Data Analysis and Data Mapping on associated Control and Health of Control (HOC) data for input into new HOC application within OCP.
• Analyzed, reviewed, and documented years’ worth of multi-release changes to the data dictionary. Established a semi-automated Data Dictionary Tool for the FALCON-QC application to address the current-state of the application.
• Provided the mapping and configuration of the semi-monthly data dashboard for Owner Element additions/changes inputted/updated within OCP.
• Documented the FALCON-QC, TEA-Plan, HOC, and ICT Integrated Intake Guide and User Guides for multiple releases along with the OCP User Guide.
• Performed and documented the analysis of Current State LOB Reporting, which included collecting, aggregating, and mapping intraday, daily, monthly, and periodic data to support the generation of reporting for MFSDS and implementation of new system.
• Documented Functional specifications to included SQL source and Data Loads associated with AUM flows across platforms, views from Finance that drove LOB Reporting to include Wholesaler, Balances, Trades, Revenue Share, and Compensation.
• Documented Report Functional specifics to include all MFSDS current state reports; identifying capability gaps, data redundancies, Source to MFSDS Sourcing/Tables/Fields, table improvement suggestions, internal calculations, consolidation of report field needs and potential data needs.

Confidential

Senior Systems Analyst

Responsibilities:

• Performed and documented the analysis of Current State and Future/End-State (both Point-of-Separation POS and Point-of-Arrival POA ) Client Reporting for the newly acquired Columbia Management business group; identifying current state (business processes, workflows, pain points, and platforms), target state definition, capability gaps, redundancies, business process improvement needs, and finalized target state considerations to address Fixed Income, Equity, Balanced, International Equity, Multi-Fund, and Tax Lot Reporting.
• Formulated and crafted the Business Case and Project Plan to address POS deliverables. Further developed the POS User and System Requirements thru leading BR Sessions, Business Process Workflows, Use-Cases, System Design, Test Plans/Scenarios (establishing cases/scripts and defect management with Quality Center), System Testing, and associated Work Breakdown Structure to deliver requested POS Client Reporting System. This was performed with concrete time-lines but with multiple iterations of Requirements, Build, Design, and Testing.
• Managed the VRS application project iterative testing cycles, which included QA resources, planning, coordinating, and execution of test scenarios within SIT, UAT, and Enterprise Testing utilizing Vendor Application, Database analysis w/SQL, and Defect Management/Resolution.
• Lead Business Process/Gap Analysis, Business Requirements, and JAD Session for enhancing business processes, information process flow and the implementation of a new Client Reporting process/tool.
• Managed external vendor, internal resources, and coordinated with cross functional areas (IT and Business) throughout the software and project development life cycle from target state business model definition, requirements, design, build, and test; through final implementation and post implementation support for Institutional Client Reporting (Equity, Fixed Income, Tax Lots).

Confidential

Consulting - Business Analysis, Requirements, Specifications, Testing, Design

Responsibilities:

• Managed and organized project tasks and schedules via Microsoft Project integrating Bank standardized Change Management processes and documentation to a successful conclusion of the project.
• Developed comprehensive Project documentation to address project scope using: Project Plan, Project Communications Planning, Business Requirements, HLD/LLD, Design Mockups, Traceability, Test Plan, Test Scenarios/Cases, Test Scripts, Test Matrix, and additional documentation following the Six Sigma DMAIC process for software project implementations, within a highly matrixed organization of Executive and Business Sponsors as well as, LOB and Technical resources utilizing strong relationship and collaborative management skills.
• Directed and facilitated both business and technology resources in project communications (Technology, LOB, Project Status, Core business document creation, Defect/Issue Tracking, Testing, and Project Release).
• Coordinated User Acceptance Testing and conducted and led the SIT and User Acceptance Testing.
• Developed the Business Requirements documentation for Asset Schema downstream applications:
• Developed the Business Requirements for CRC, 360 Financial, Asset Allocation Monitoring, and Reg-9 driven thru facilitation of group sessions, building consensus and recognition of key business requirements needs.
• Established, managed, and directed relationships with internal sources defining business requirements facilitating decisioning, negotiation of scope/features, and building consensus on understanding business processes and critical success drivers, delivering project on time within multi-tasked deadlines.
• Facilitated collaborative reviews and presentations for analysis and requirements approval.
• Responsible for collaborating with cross-functional teams to address and complete the DR Planning and Testing pre-2009, ensuring that a variety of assessments (SAR, ARCAT, COBIT) were complete.
• Created an automated reporting and identification process using Excel to address 2008 immediate DR and Testing needs as well as 2009 planning and control.
• Developed the Mutual Fund Data Requirements for Fact Sheets, Meeting Books, QIRs, Pitch Books, Consultant Reports (RFIs & QDDs), and RFPs.
• Identification and mapping of Mutual Fund Data from independent and internal sources.
• Responsible for establishing, managing, and directing relationships with internal sources across multiple organizations acting as a liaison between business and technology defining business needs, understanding business processes and critical success drivers, and recommending best practice processes, technology, governance, and technology solutions in delivering effective Client Communications Reporting.
• Managed and developed the analysis documentation and ever-greening process for the NFS Information Flow - mapping feeds, APIs, owners, and business impacts to validate and modify existing information creating a reusable tool through the:
• Identification and mapping of critical feeds throughout the NFS Information Flow process, by analyzing the NFS flow throughout GWIM identifying the various systems, technology and business owners, SLAs, APIs, dependencies and data transformations, along with detailed business impacts for data/system delays.
• Input of the analysis (process/data flow work chart) identifying the business impacts and SLAs and recommendations for disseminating information within a highly evolving and matrixed organization.
• Communications and ever-greening process to ensure that the NFS Information Flow information remains up-to-date, through formalized integrated steps within bank projects.

Confidential

Consulting: Engagement Manager

Responsibilities:

• Identification and mapping of key member life-cycle (Selection, Acquisition, Retention, and Extension) requirements/critical success criteria,
• Outlining requirements for technology solutions supporting on-line banking, referrals, support/service applications, and the member value center: driving feasibility, vision, and strategy recommendations,
• Crafting the regional e-Business/e-Commerce strategy three to five year plan by formulating a member-centric eBusiness/Business strategy mapping, Technology, Governance, Metrics, and Process requirements and capabilities, to derive a comprehensive roadmap/implementation plan allowing enterprise to migrate to a future-state member centric enterprise.
• Directed and developed the future-state, state-of-the-art workflow CMS-based web site, addressing future extension capabilities to meet Web 2.0 and Industry competitive opportunities.

Confidential

Consulting - Business Analysis, Requirements, Specifications, Testing, Design

Responsibilities:

• Identified and documented the customer referral process across GWIM LOBs (PB&I, BAI, PB) and associated non-GWIM LOB analyzing current state process models for gaps, redundancies and improvement opportunities; defining proposed future state process models for customer referral processes within GWIM.
• Drove system and process redesign for inbound and outbound referrals, using more cost effective and precise mechanism to capture, allocate, report, and manage PFG relationships.
• Spearheaded the cross-GWIM migration/transition referral data capture processes from a manual reporting driven process to full automation.

Confidential

Consulting - Architecture, E-Business, Application Development

Responsibilities:

• Managed and performed an in-depth internal controls assessment for a large state agency, incorporating: applications technology, security, capital expenditures, strategy, operations and planning focused on highlighting risks within the agency’s functional group processes and control procedures. Reviewed practices, technology infrastructure, and software application feasibility, usability, and functions to identify requirements and capability gaps along with associated risks. Outlined tactical and strategic recommendations to reposition the agency’s risk mitigation and governance efforts.
• Identified and mapped key customer support, SFA, TEM, PRM offerings in support of a regional financial services firm’s ability to manage its 360° customer relationship view, incorporating and optimizing all customer channels (e.g. branch, contact center, Internet, relationship management, IVR, etc). Reviewed technical architecture and features/functions of Alltel, TouchPoint, and e-Loyalty mapping business strategy and requirements to Features/Functions, Viability, Cost, Service, Technical, and Execution capabilities.
• Crafted a global e-Business/e-Commerce strategy for a multinational manufacturer with operations throughout NA, Europe and Asia. Identified high-impact B2B and B2C opportunities for leveraging Internet processes and technologies to streamline business process flows and facilitate commerce with trading partners and consumers. Mapped out the future state application architecture and technical architecture to support new integrated business capabilities and future business visions.
• Performed an architecture assessment study for a national financial services firm. Evaluated architectures, policies, Web site performance methodology and technologies, and made recommendations for improvements. New architecture recommendations are expected to stabilize application/system platforms, provide hardware/software scalability and eliminate outmoded non-supported technologies.
• Developed an enterprise-wide e-business strategy for a regional financial services organization with operations in six states, by formulating a customer-centric business strategy that mapped existing customer life-cycle (CLC) business drivers (selection, acquisition, retention, and extension) to a future-state customer-centric enterprise. Through an interactive and consensus-building formula, identified process, governance, metrics, and technology gaps and capabilities to derive a comprehensive IT roadmap allowing the enterprise to migrate to a future state customer-centric business environment.
• Performed web site analysis for multiple health care organizations, creating the web testing methodology for usability, technical, and features of the proposed and existing web sites. Outlined key recommendations for building a best-in-class web site, based on industry trends and best practice considerations.
• Drove an ERP package needs assessment and selection process for a $1.5 billion retail company. The process involved determining ROI payback to justify a new system, modeling productivity gains, reduced rate of resource expansion, improved business analytics, etc. Determined best practice business process requirements and selected vendor through an RFI/RFP, scripted demonstration, and check process.

Confidential

Senior Software Engineering Project Manager

Responsibilities:

• Instituted web development, QA, deployment, product life cycle processes and governance structure while guiding and managing the efforts of twenty-three (23) IT professionals.
• Implemented best practice development principles and standards that facilitated a 50% decrease in time-to-market and a 35% increase in developer and testing productivity.
• Directed the on-going development, quality assurance, and database groups to meet product development schedules to coincide with client release commitments, managing deliverables through formal project management planning and delivery practices.
• Established the vision, critical business and enterprise system and architecture requirements, system specifications, and direction of the service and product offerings to meet client market objectives.

Confidential

Systems Integration - Information Systems & Technology Project Manager

Responsibilities:

• E-Mail Management/Notification/Campaigns - Established key requirements to support the purchase and installation of a Kana solution set combined with the integration of a TeleTech solution utilizing TouchPoint.
• Web Chat/Collaboration - Developed chat/collaboration strategy for web-based customer care center model.
• Self-Care (Web, IVR/VRU, Internet) - Integrated architectural and technology components of existing FUSA legacy-based application capabilities, telephony (ACD, CTI, IVR), and web-based e-mail management, self-help, chat, and VoIP, within existing application and infrastructure systems/platforms.
• Customer Care Disaster Recovery/Business Continuity - Identified contact center constraints, strategic and tactical recommendations roadmap, along with detailed business requirements to meet specific business expectations and customer goals/objectives.
• Directed the development of enterprise architectural customer care service solution requirements and managed a highly competitive vendor selection process, between (TeleTech - TouchPoint, APAC - Siebel, West - ADE proprietary, and ICT - Alltel). Created a hard-hitting cost/benefit analysis to secure funding and track the ROI on capital expenditures. Crafted key business requirements and system specifications, and produced/managed deliverables through formal project and risk mitigation planning. Project managed the technical staff for the implementation of the TeleTech solution offering.
• Identified, recommended, and managed integration of key critical technology components to the TouchPoint application (PBX/ACD, ANI, IVR/VRU, Scripting, Predictive Dialer, SBR. CTI, Chat/Call Back/VoIP, e-Mail Response, Workforce Management, TES, FAX, Desktop Hardware Platform, and Data Repository).
• Led projects through R&D cycle to develop application-specific systems capable of meeting current and long-range information management requirements.
• Developed enterprise-wide e-mail strategy and designed improved workflow process for implementation with projected productivity gains of over sixty percent (60%), equating to $2.5 million over five years, enabling seamless and transparent technical integration to the TouchPoint solution.
• Led development and pilot implementation of Chat/Collaboration application and support system integrated into the contact center infrastructure; with rollout designed for 10,000+ users.

Confidential

Director/Senior Engineering Project Manager - Human Interface Systems Development

Responsibilities:

• Planned, staffed, budgeted and directed object-oriented and distributed n-tier software development efforts for various customer-care applications. Led the engineering project teams through the entire development cycle, from initial assessment, through specification, development, quality reviews, implementation change management, and configuration management.
• Pioneered state-of-the-art stateless n-tier generic architecture and customer care-centric applications. The architecture basis was DPB, capable of supporting MTS, Jaguar, COM, and DCOM, while providing a generic API for any front-end (VB, PB, DHTML, XML, JAVA, etc).
• Initiated and implemented a development infrastructure and methodology based upon a distributed architectural model. This included development strategies, procedures and standards, along with object-oriented methodologies, JAD and RAD concepts.
• Quoted in Information Week for technological innovation. Featured as a key technology “success story” in a Riverton Software feature/product write-up.

Confidential

Development Manager - Information Systems

Responsibilities:

• Restructured systems group from technology-driven to business process-driven, utilizing technology as an enabler to deliver key competitive business solutions, establishing and directing cross-functional teams, incorporating Development, Quality Assurance (QA), Documentation,, and Help Desk.
• Exploited multi-platform distributed and client/server technologies to lead the organization from a mainframe-centric computing topology to a network-centric topology, interacting with senior executives to formulate architectural and development strategies.

Confidential

Advanced Systems Engineer / Project Manager

Responsibilities:

• Established Usability, Development, and Reusability standards and guidelines across the organization for application development. Organized the effort to maximize various resources to assist in decreasing development time for client-based applications.
• Created a reusable Workflow concept that allowed users/groups within a cellular provider’s organization to appropriately assign, complete, and track in-process work items/tasks.
• Developed an Error Administration System, which included dynamic assignment to pre-existing error collections, and a user configurable creation/selection criterion. These features enabled users to process and resubmit error back into the processing stream of FMPS, realizing savings of $1.2 million annually.