SUMMARY:

• A focused and highly motivated leader with a background in identifying organizational needs and industry - specific technologies to improve productivity, quality and operating productivity in the energy, retail, banking and financial services industries.
• Business Strategy
• Agile Methodology
• Management of Cross-Functional Teams
• Software Development Life Cycle
• Vendor Management and Negotiations
• Program and Project Management

TECHNICAL SKILLS:

Programming Languages: Visual Basic 6.0 VBA SQL Java

Operating Systems: Windows 95/98/NT Windows 2000 Windows XP AS/400

Applications: MS Excel MS Access MS Word MS PowerPoint MS SharePoint MS Outlook,MS Publisher MS OneNote MS Project MS Visio MicroStrategy Erwin,AppWorx HP Quality Center Netezza (E) Planview Adobe Jira LoanIQ Symphony (Agora) Confluence

Database Systems: MS Access SQL Serverr 2ooo Oracle Teradata

Database Tools: SQL Developer TOAD for SQL Server

PROFESSIONAL EXPERIENCE:

Business Process Analyst

Confidential,Charlotte,NC

Responsibilities:

• Design and develop business process maps, narratives and requirements for Capital Finance’s internal data integrity standards, reporting, and regulatory policies and procedures.
• Initiate and plan business reviews to drive to completion process development deliverables and participate in quality assurance and control reviews of new or improved processes and technology.

Business Systems Consultant

Confidential,Charlotte,NC

• Assess new business requirements for the Agora system by closely partnering with the capital markets front office business user to create functional specifications that translate requirements and system needs into effective customer experiences.
• Support and coordinate release management process within the Loan Sales and Trading Technology group for Agora enhancements and fixes.

Senior Business Analyst

Confidential,Charlotte,NC

• Managed the business and IT relationship within renewables to define and deliver business cases for new and existing wind, solar, and battery sites.
• Researched, analyzed and prepared cost estimates for the business unit’s renewables technology initiatives.

Project Manager

Confidential,Charlotte,NC

• Enhanced the way team members and business groups work through implementing new digital products and platforms and ensured compliance with internal governance standards and terms and conditions of relevant contracts.
• Partnered with Teamworks Product Management, User Experience Development, Support, and Enterprise Internal Social Media to enhance Teamworks Profiles by delivering newsfeeds, tasks, and overall better response time for the user experience.
• Implemented the communication strategy both internally and externally to help ensure consistent, timely message delivery using the appropriate channels.
• Consultant

Senior Business Analyst

Confidential,Charlotte,NC

• Delivered consulting services for TIAA-CREF; defined and documented new processes for a mortgage loan origination call center and created templates for standardized documentation.

Senior Business Intelligence Analyst

Confidential,Matthews,NC

• Elicited, analyzed and documented business and functional requirements with the product owner and business client; utilized interviews, agile workshops, Joint Application Design sessions, interface analysis, observation, prototyping, surveys, and walk-throughs.
• Managed top level relationships with vendors, business organizations, and clients from pre-sales product demonstrations and negotiations to the implementation and future operations of the product; facilitated vendor presentations and demos, including Oracle, Teradata, and MicroStrategy.
• Coordinated resources to ensure efficiencies in work distribution and load balancing for the fiscal year strategy and budget forecast; point of contact for monitoring financial performance against planned budget.
• Fostered business customer success by empowering them to fully utilize the value of the Business Intelligence tools and services; conducted MicroStrategy User Group workshops and served as the site collection administrator for the SharePoint site.

Project Manager

Confidential,Charlotte,NC

• Managed the planning, monitoring and delivery of milestone deliverables for the Basel II Market Risk Regulatory Compliance Governance & Control implementation.
• Created and executed SQL scripts to validate data lineage accuracy within the data warehouse.

Senior Business Process Analyst

Confidential,Fort Mill,SC

• Gathered, translated and defined the business requirements into functional requirements for a $19 MM IT initiative that streamlined the bankruptcy and foreclosure application process.
• Facilitated combined walk-through sessions to model requirements into use cases and apply agile methods that resulted in fewer changes in test; refined and documented user stories, test scripts, test data and scenarios to build prototypes that incorporated user interface specifications.
• Trained the project team and business end user on HP Quality Center and created training artifacts; facilitated daily scrum sessions to review defects, impact analysis, and prioritize user stories in the backlog.

Project Manager

Confidential,Charlotte,NC

• Assisted in the implementation of an in-house developed and vendor supplied application that transitioned over 64,000 accounts; delivered resource planning, work breakdown structures, risk/issue management, implementation planning, test planning and execution utilizing the Enterprise Change Management System.

IT Auditor

Confidential,Charlotte,NC

• Consulted with financial services clients nationwide to identify and evaluate risks through review and analysis of internal IT General Controls, application controls, security procedures and business process controls to ensure Sarbanes - Oxley (SOX) compliance.

Business Analyst

Confidential,Charlotte,NC

• Gathered and documented business and functional requirements for the Global Corporate Investment Bank IT initiatives, by critically evaluating information from multiple sources, decomposing high-level information into details and distinguishing user requests from the underlying business need
• Test lead for loan origination, fulfillment and servicing projects that reduced cost to the loan application process and enabled an increase in Home Equity Lines of Credit sales with estimated revenue of $360MM.
• Coordinated the global offshore teams in multiple time zones to facilitate System Integration Testing and User Acceptance Testing; created test cases and scripts.

System QA Engineer Architect

Confidential,Charlotte,NC

• Test lead for loan origination, fulfillment and servicing projects that reduced cost to the loan application process and enabled an increase in Home Equity Lines of Credit sales with estimated revenue of $360MM.
• Coordinated the global offshore teams in multiple time zones to facilitate System Integration Testing and User Acceptance Testing; created test cases and scripts.