SUMMARY:

BUSINESS ANALYST/ PRODUCT MANAGER with over 20 years of experience in financial services, specializing in consumer money movement, mutual funds, and brokerage operations. SLDC experience along with full product life cycle expertise including sales, design, implementation, ongoing operations and enhancements. Ability to create and document process improvements. Proven problem - solving and troubleshooting skills. Extensive file mapping/ETL experience.

PROFESSIONAL EXPERIENCE:

Confidential, Princeton, NJ

Business Analyst

Responsibilities:

• Part of team to create & evaluate RFP for replacement of core system
• Created a matrix of all input & output files

Confidential, Malvern, PA

Business Systems Analyst / Equity Production Support Team

Responsibilities:

• Liaised with business to understand production problems & document necessary programing changes.
• Worked with outside vendors to gather requirements of new file interfaces.
• Member of workflow improvement sub-committee.

Confidential, Philadelphia, PA

Business Analyst

Responsibilities:

• Gathered & analyzed account data on legacy system.
• Led mapping of legacy data fields into new system.
• Recommended values for clean-up prior to conversion.

Confidential, Mt. Laurel, NJ

Business Analyst / Test lead

Responsibilities:

• Lead overall design effort & JRS for new checking interface.
• Designed file layout for vendor to use.
• Collaborate with project teams to ensure successful achievement of all milestones.
• Test lead for new client-facing product, including:
• Writing of all test cases for six different processes.
• Coordinated other testers.
• Executed a majority of test cases.
• Produced status reports for management.
• Trained Implementation Team on custom file mapper to get customer’s data into system.

Confidential, Malvern, PA

Business Analyst - IT

Responsibilities:

• Responsible for analyzing existing & understanding existing Point-of-Sale system .
• Gathered & documented requirements from all departments for new Point-of-Sale system .
• Creating RFP for new Point-of-Sale system.

Confidential, Ft. Washington, PA

Business Analyst IIII

Responsibilities:

• EAC Lead - primary point of contact for access control attestation campaigns.
• Data Center Migration - responsible for splitting data feeds & standing up copies of programs in new data center.
• WebSeries Sustain (support) lead BA - diagnose problems & spec solution for Treasury payments platform.
• Win7/IE9 Tester- Tested applications to ensure they will continue to function without issue post-upgrade.

Confidential, Mt. Laurel, NJ

Business Analyst

Responsibilities:

• Lead testing Business Analyst for 2 of 3 new required reporting initiatives.
• Composed functional requirements for the most complex reports. Worked closely with development team to create technical requirements.
• Created test plans for reporting initiatives in HP Quality Center.
• Evaluated raw data files to ensure new reports were accurate utilizing Access/Excel/
• As part of testing, discovered 7 issues in existing reports, outside scope of testing, which were used for comparison purposes & uncovered 4 procedural errors by internal departments operating procedures, resulting in improved accuracy & procedures.
• Designed 2 & redesigned 4 reports for better usability for the Risk Management business unit.

Confidential, Bala Cynwyd, PA

Distribution Network Manager

Responsibilities:

• Responsible for continuous onboarding of new distribution partners, including requirements gathering & API mapping in multiple countries for a consumer remittance business.
• Solely responsible for business requirements of international distribution partners of largest originating client.
• Responsible for making unit compliant with ACH regulations.
• Designed improvements to status update file process to allow better monitoring of outstanding transactions.

Confidential, Oaks, PA

Business Analyst

Responsibilities:

• Responsible for originating and maintaining Business Requirements and Use Cases for new and existing ADS development items. These items were related to Asset vendor loads, asset data flowing from ADS to EDB (Enterprise Database) and data flowing to downstream consumer applications.
• Researched and resolved QA Testing issues.
• Provided ADS expertise to the Operations and Data Migration Teams.

Confidential, Philadelphia, PA

Product Development Manager/Business Analyst

Responsibilities:

• Managed all phases of design, implementation, and enhancement of banking products, including ACH CMA/IMA, commissioning, and cost basis products customized for individual clients.
• Provided technical leadership and training to new and existing customers.
• Worked with internal and external programming staff to customize and implement programs ensuring they were operationally supported.
• Directly supervised two Product Specialists; indirect responsibility for an additional seven support staff members.
• Acted as expert for client sales meetings and liaised directly with clients to resolve issues and design product enhancements / Key point of contact for new clients to answer questions and resolve problems.
• Extensive file mapping /ETL experience.
• Revitalized and redesigned the workflow for the cost basis system; streamlined documentation and procedures, significantly improving efficiencies, productivity, quality and revenue.
• Successfully analyzed customer requirements, and recommended appropriate IT solutions.