SUMMARY:

• Over ten years managing information technology and operational process redesign projects for financial institutions.
• Strong requirements gathering experience, data analysis, process flows, software testing, project tracking.
• Organized problem solver, and recognized for on time delivery and customer satisfaction.

EXPERTISE AREA:

• MSProject
• Word
• Excel
• Visio
• Use Cases
• Business Process Workflows
• Work Breakdown Structure
• Gap Analysis
• Approach Documents
• Writing Procedures
• Facilitation
• Presentation Development
• Software Testing
• Implementation Preparation
• and various banking systems.

PROFESSIONAL EXPERIENCE:

Confidential 

Consulting/Business System Analyst

Responsibilities:

• Agile SCRUM final design, development, unit test and decision design update of new development onboard application Deposit Accounts and Tax Favored Plans new and maintained account opening.
• Sprint planning work effort estimation, tracking, re - decision and readiness for the QA testing phase to include resource leveling though out each Sprint daily scrum calls evaluating work completion expectations
• Defect research tracking Customer Support complains regarding live application usage anomalies reported by the banking customers

Confidential

Consulting/Project Manager

• Managed User Acceptance Testing for a dual general ledger application tracking non-performing mortgage loan payment activity, which included requirements evaluation, script creation and managing business unit’s testing tasks using Quality Center for workflow script input and tracking
• User Acceptance Testing management activities began during the software development lifecycle of coding and testing, whereas attended all levels of development test planning activities of monitoring and phase closure to gain deep understanding of application updates deliverable for User Acceptance Test scripting creation.
• Onsite business unit management of User Acceptance Testing activity including training and monitoring the end-users as they tested soon to be system enhancements
• Oversaw Production Validation Testing and User Acceptance Testing signoff

Confidential, San Antonio, TX

Consulting/Project Manager

• Managed the tracking process for over 10,000 users with various impacted desktop applications in the mortgage loan division, mandated to update their pc operating system to Windows 7
• Created status tracking database monitoring the user upgrade lifecycle, eligibility and migration progress from desktop applications compatibility validation, operational completeness, including ability for report generation of end-user IDs migration, operational areas in process of or fully migrated and listing of issues discovered during migration

Confidential, Plano, Texas

Business Systems Analysis/Project Management Support

• Supported business as usual Home Equity business customer requests, researching and documenting business and system enhancement requirements for new featured offerings and governmental regulatory changes
• Supported Home Equity Loan Origination system enhancements data collection, automated data analysis and underwriting activities.
• Liaison between business customer, development including vendors, and test teams, development and user acceptance supporting the entire development life cycle
• Research and created process flow requirements Home Equity Loan Origination report from Teradata/data warehouse pulling data elements for creation of file sent to Letters Vendor automating the Notice of Action letters process

Confidential, Tampa Florida, Dallas Texas

Project Management/Business Analysis

• Led team of Business Analysis collecting requirements for Bank’s Treasury clients payment system entitlements
• Performed combined Project Management and Business Analysis tasks for new build multi-application portal of payment initiation and entitlement applications, leading requirements creation and reporting tasks status to PMO.
• Supported Non-functional technology. To include: MIS Data Warehouse, system response time per transaction types and data push/pull, user click-stream data collection, and browser support
• Managed Enterprise Release of a Global Funds processing Swift format changes (international and domestic wire processing) for downstream applications a day two discrepancy workflow cases. (Pega System workflow application)
• Managing/coordination activities included; Of functional and technical requirements creation and presentation, overseeing end-to-end QA and UAT testing, and implementation
• Implementation schedule development, coordination, and monitoring of all interfacing applications touching the Pega Rules Engine workflow creation of day two automated payment processing discrepancy cases
• Assisted with ACH platform conversion activities

Confidential

Consulting/Business Analysis/Project Management Support

• Requirements gathering including working with the business unit on new product design
• Coordination of RFP and SOW processes used to research and obtain the right software vendor
• Project management activities consisting of task timing estimates and governance documentation

Confidential, Tampa Florida

Consulting/Business Analysis/Software New Development

• Requirements Initiation, set up infrastructure for requirements gathering of an in-house regulatory independence certification application, meeting with business unit to create conceptual business process design
• Functional analysis developed detail requirements, business process/rules, scenarios and traceability matrix
• Participated in building WBS, including task sequencing and time estimates

Confidential, Lake Mary & Orlando, Florida

Consulting/Project Management

• Set up project structure, (initiation) ensuring company’s PMO governance process was followed
• Led feasibility requirements gathering creation support procurement in creation of RFP for software vendor selection
• Hosted perspective vendor on-site discovery sessions for the client’s key stakeholders
• Managed three component project initiatives: Adding functionality to an existing new account opening application, installation vendor software solution with customizations, and creation of a new back-office business unit

Confidential, AZ & Lake Mary, FL

Consulting/Project Management

• Managed a team of contractors for the client
• Created E2E process flows for multiple back-office operations, including check and electronic payment processing, and the new check21 and ImageMark processes
• Developed an Access database to load risk records and streamlined analysis process and report building
• Analyzed and created transactional risk gap analysis presentations for senior management

Confidential, Lake Mary, Florida

Consulting/Business Analysis/Software New Development

• Developed requirements for module addition to existing software application, adding business checking analysis functionality to a Credit Union front-office application developing process flows, business rules and requirements
• Met with customer user group, obtained functionally requests, categorized, prioritized, and support release decisions
• Created dual requirements for legacy Probe and target software re-write VB.Net systems
• Developed system screen definition documentation creating screens/forms for target VB.Net application
• Created requirements verification test scripts for finalization just prior to closure sign-off