SUMMARY:

• Results oriented Project Manager with in - depth Systems Analysis, Requirements Gathering, Data Mapping and Systems Implementation experience in AML, Corporate Compliance, Finance and Accounting. Successful in managing enterprise software development life cycle projects/teams utilizing Agile methodologies and framework (i.e. Lean, Scrum, Kanban) with collaboration tools such as IBM Rational Team Concert (RTC) and MS Project. Organized and highly motivated problem solver who is goal-oriented with strong leadership capabilities.

TECHNICAL SKILLS:

Methodologies: Waterfall, Agile, SCRUM

Processes: Object-oriented analysis and design, UML - Unified Modeling Language, Six Sigma, BPR - Business Process Reengineering, Kanban

Databases: Oracle, MS SQL Server, MS Access

Languages: SQL, Visual Basic, JavaScript

Software: Actimize Case Manager (RCM), Actimize Intelligence Server (AIS), IBM Portfolio/Project Management (PPM), IBM Rational Team Concert (RTC), MS Project, Visio, Great Plains, Solomon, Macola, PeopleSoft, Lawson, GEAC/Claris Financials, Vertex Quantum, Oracle Financials, SQL Navigator, Brio, Informatica, Crystal Reports, FRx

PROFESSIONAL EXPERIENCE:

Project Management/Business Analysis

Confidential, Stamford, Connecticut

Responsibilities:

• Gathered requirements and created documentation for implementing a new unified risk system throughout Confidential ’ global ecosystem with the goal of reducing exposure across the organization.
• Created data maps for legacy systems as well as future systems in accordance with the SAM model.

Project Manager/Scrum Master (Consultant)

Confidential, Stamford, Connecticut

Responsibilities:

• Lead the search for a new AX Developer which was the in-house ERP system being implemented.
• Implemented new agile methodology and processes across the organization.

Senior Systems Analyst/Project Manager

Confidential, Westlake, Texas

Responsibilities:

• Led implementation of large-scale customer/employee profiling, monitoring and AML detection models within Actimize Intelligence Server (AIS) and Actimize Case Manager (ACM) utilizing Actimize analytics engines as well as Forms, Workflow, XLS, Dashboards and Dart.
• Worked with stakeholders and Project Sponsors to ensure scope definition met business objectivesand stayed aligned with each business case throughout the execution of projects.
• Drove adherence to project processes, procedures, methods, and standards for project delivery and leverage across multiple projects.
• Responsible for timely communication of status updates, new issues and risks identification to all stakeholders.
• Identified risks which impact project delivery and ensure mitigation strategies are developed and executed when necessary.
• Directed project scoping and plan development, including iteration planning and estimation exercises (backlog grooming) according to the firm’s Agile development methodologies.
• Effectively managed virtual Agile teams using video conferencing and IBM Rational Team Concert (RTC).

Senior Systems Analyst

Confidential, New Braunfels, Texas

Responsibilities:

• Adhered to established Agile development methodology, standards, procedures and systems.
• Worked with business users to document processes, gather requirements, and conduct user interviews and process reviews.
• Worked with IT Staff, consultants and end users to define project specifications that meet business requirements supportive of Confidential ’s key strategic goals.
• Provided maintenance support on current third-party and custom applications.
• Assisted business and IT support team with troubleshooting resolutions for escalated support items.
• Provided guidance and to less experienced application support staff.
• Administered key efforts for corporate personnel in need of Finance/Tax software application through demonstrations, classes and one-on-one sessions.
• Supported Corporate Tax team and Vertex Enterprise application to ensure accurate taxation compliance in both Sales/Use tax as well as income tax efforts.

Independent ERP Consultant

Confidential, Fort Worth, Texas

Responsibilities:

• Conducted and directed needs analysis and process improvement efforts with clients to help in Managed Accounting staff in Accounts Payable, Accounts Receivable, Payroll and general sales & use tax functions, policies and procedures.
• Assisted Accounting Staff in scrubbing current data and chart-of-accounts to help optimize current Accounting ERP/Accounting systems.
• Experience administering multiple payrolls as well as assisting payroll staff for comparing complex payroll cycles.
• Familiar with banking reconciliations including the intri Confidential es of FICA payroll adjustments and their ramifications on payroll reconciliations.
• Provided reporting expertise via FRx software, SQL Server Reporting Services, and other Oracle based reporting tools to aid the ever growing corporate reporting needs.
• Trained accounting/finance staff on system functionality (including 3rd party apps/modifications) in order to help reduce day-to-day errors and increase system ROI for senior finance team.

Product Manager

Confidential, New York, New York

Responsibilities:

• Provided client support on accounting systems selection (Oracle vs. Great Plains) as well as requirements gathering and documentation for the selection/RFP process.
• Managed Third Party payments platform product, issues and roadmap while migration to a more stable platform for outgoing payments is implemented.
• Redesigned major in-house integration of 1099 Vendor Payable items to reduce major portions of yearly manual work needed to finish approximately 15,000 1099’s.
• Created financial reports via Microsoft SQL Server Reporting Services that could be emailed automatically to appropriate business owners for various critical month-end financial analyses.
• Provided ERP system (including 3rd party apps/modifications) to a variety of different clients around Great Plains core Financials modules and applications.

Sr. Technical Business Systems Analyst

Confidential, Trumbull, Connecticut

Responsibilities:

• Managed all projects/project teams related to revenue recognition system modifications/enhancements (including IT solutions team members for major enhancement modifications or personally using SQL/PSQL with UNIX/Informatica to make minor changes).
• Supported the global Lawson ERP users (approximately 80 users) on issue resolution, reporting requests and all future enhancements/implementations.
• Worked with global finance team and off-site development staff to ensure requirements/needs analysis and design was documented and aligned with corporate strategic initiatives.
• Coordinated efforts between global finance group and development group to ensure thorough and adequate test case scenarios were created as well as ensuring proper user acceptance testing principles were adhered to for all system enhancements.
• Performed heavy revenue recognition system/ERP data analysis, data reconciliation and data control measurements (mostly SOX compliance enhancements both system and process oriented).
• Developed 3-year ERP strategy and road map to reduce software and support costs by 7-10% per year.
• Implemented key internal control structures for use in Sarbanes-Oxley sections 404 and 409 .
• Identified and documented key Continuity (disaster recovery) plan items for the Corporate Finance group.

ERP Systems Consultant

Confidential, New York, New York

Responsibilities:

• Heavy emphasis on business process re-engineering and aligning ERP applications & integrated business systems to maximize ROI/operational efficiency.
• Additional emphasis on managing overall financial system portfolio from a strategic point in order to help create the three year financial systems product roadmap including our payments product integration points.
• Provide client support on accounting systems selection as well as requirements gathering and documentation for selection/RFP process.

Confidential

Responsibilities:

• Manage strategic initiatives to ensure the successful implementation of accounting software and other related third-party products.
• Provide reporting expertise via FRx software for setup of financial reporting post implementation.
• Provide ERP system (including 3rd party apps/modifications) to a variety of different clients.

ERP Financial Systems Analyst

Confidential, Norwalk, Connecticut

Responsibilities:

• Directed the support of financial data integrations in to back-office and project management for ERP/HR applications group (approximately 50 end-users supported day-to-day).
• Managed staff of two Oracle programmer/developers in charge of Oracle-based refund system (Visual Basic) and financial data transformation from Website into ERP application (e.g. via Informatica).
• Coordinated and documented requirements gathering meetings with internal business users and development staff.
• Responsible for minor programming changes (i.e. Informatica, SQL/PSQL, VB) to support enhancement requests.
• Lead all Business Intelligence and reporting initiatives for Corporate Finance group.
• Responsible for product road mapping and strategic initiatives for all Corporate Finance systems.
• Renegotiated approximately 80% of current vendor contracts to include ongoing savings of $80,000 per year.

Business Consultant

Confidential, Stamford, Connecticut

Responsibilities:

• Senior project manager on multiple concurrent software implementation projects.
• Heavy emphasis on client with focus on reporting, data reconciliation, core financials business process and integrating various business system data into ERP application.
• Responsible for cultivating long-term sales pipeline opportunities (i.e. application info-sessions/web casts) as well as closing newly qualified business opportunities.
• Internal product/program manager for Great Plains line of financial software.

Technical Support Analyst

Confidential, Norwalk, Connecticut

Responsibilities:

• Provided implementation consulting to clients converting to Macola Progression Series.
• Trained internal and external clients on Macola software, report writing and system admin.
• Created all client materials and documentation for Macola classes.
• Provided application support to clients on how to engineer internal business process flows to mirror PSI and Macola software best practices.
• Helped provide technical application support to clients