SUMMARY:

• I have 20 years of experience business analysis, systems implementing, developing process improvement programs and delivering training to organizations and am proficient at functioning as a liaison among cross - functional teams in order meet agreed parameters (scope, time and cost).
• I specialize in process transformation utilizing Excel’s VBA, SQL, Analytics, and Confidential (SFDC Certified Developer & Administrator).

TECHNICAL SKILLS:

Languages: Proficient in SQL and VBA; one year of studying Java; studied HTML, CSS & JavaScript

Software Confidential and multiple APIs; MS Office Products: Excel, Word, Access, Power Point, Outlook, Project, Visio, SharePoint & OneNote, Erwin Data Modeler and Tableau; Currently studying R Programming for Statistical Data Analysis

Volunteer Activities: Financial Literacy Lectures to SFUSD Students & Year Up, Implemented a Confidential Org for Tel hi Neighborhood Center; VBA Training/Lectures to Excel In Accounting

PROFESSIONAL EXPERIENCE:

Confidential

Senior Financial/Business Analyst

Responsibilities:

• Migrate multiple BUs on the SAP Platform to Apptio; Collaborate w/solution consultants, technical leads & business SMEs
• Implemented Apptio's Cost Transparency Financial System, enabling Business Units to track IT Spend pertaining to Labor, Vendors, Projects, Fixed Assets, & their utilized Applications based on their associated Cost Centers
• Lead communicates among human resources, finance, accounting & other key Project Stakeholders
• Create & Implement testing & validation efforts w/business SMEs and troubleshooting gaps when needed
• Ensure solution components meet required business functionality
• Deploy research/reporting skills using a variety of analytical tools focusing on validating critical reporting components
• Coordinated and conducted > 25 training seminars that enabled the adoption of designed project functionally

Confidential

Sales Support Business Analyst

• Utilized Business intelligence tactics among multiple sales groups creating solutions that enhance Global Reporting & Analytics
• Provided strategic planning results using VBA, Tableau & Salesforce as reporting tools
• Devised a comparative analysis process of diagnosing inaccuracies when evaluating changes in the data automation process
• Present complex financial models in a clear and concise fashion to non-technical and non-financial audiences
• Developed an automated multiway data analysis to view RACI components, which gained organizational adoption
• Responsible for the creation of process documentation including functional requirements, business process requirements, technical design document, process flows and data migration specifications

Confidential

Senior Financial/Business Analyst

• Functioned as the SFDC liaison among 8 business and 1 technical groups by planning, designing, testing and implementing solutions
• Created reports for both Tableau & Salesforce Audiences
• Designed & implemented a training curriculum on Reports & Dashboards and administered to classes of > 200 participates
• Created Financial Models that defined: NPV, IRR & break even points for loans based on approximately 30 parameters
• Designed VBA automation processes that enhanced data to be transferred more efficiency, enabling a FTE to be redeployed
• Proficient in quantitative analysis processing raw data in order to detect trends, problem-solve and compile for reporting
• Utilized a strong understanding of User security & permissions, and configuration of page layouts & objects and fields
• Created process designs and produced visual flow diagrams and acted as the primary resource for both technology and business groups by re-engineering technical processes for greater efficiencies in automating the case management process

Confidential

Programming Analyst

Responsibilities:

• Wrote code, in Excel’s VBA, (using SQL extracts) that migrated sales data to move seamlessly among multiple sources
• Eliminated manual processing and decreased the data error rate to < 5% from a previous error rate of 30%+
• Improved several data migration processes from an average of 1-week to an average of 4 hours, ultimately increasing migration frequency from a monthly process to a weekly process
• Translated complex formulas using Excel-based VBA to design, analyze, and deploy programs for multiple teams
• Automating data migration among 3rd party vendors, proprietary systems and Confidential (by way of APIs)
• Designed and delivered system analytics (e.g., feature usage statistics, executive dashboards, etc.)
• Documented multifaceted business requirements through requirements gathering, UA testing and QA phases
• Developed, documented and performed system integrations, and created and executed user acceptance tests

Confidential

Senior Business Analyst

• Avoided $500K in-house development project by designing a process, using VBA, which enabled multiple repositories to move among multiple platforms: Salesforce, Workday and Tenrox PSA System
• Fell to < 5% from 20+% rejection rate due to cleaner records processing
• Shrank to <2 hours from 8 data migration process (w/little human intervention)
• Demonstrated knowledge of business processes, analysis, design, data modeling, detailed functional design, test planning, and UAT execution with an emphasis in the Talent Development functional area

Confidential

Senior Financial/Business Analyst

Responsibilities:

• Generate business reports, models and associated analysis as needed to support the business.
• Develop and manage financial forecasting models and tools to support our financial planning and forecasting
• Serve as liaison between the finance division and other departments to facilitate infrastructure improvements among teams

Confidential

Senior Business Analyst

• Served as primary resource on 5 Accounting & PSA systems projects for $500K to $1M business conversion engagements for clients’ w/25-100 FinancialForce user licenses for this 6th largest global IT service firm. Delivered on time and within budget.
• Functioned as external system administrator during first stage of operation
• Performed ad-hoc financial analyses on $50M to $100M dollar business processes
• Trained/supported end-users on Salesforce’s Platform and Financialforce.com’s accounting functionality
• Identified > 20 training opportunities and coordinate with internal teams to develop and deliver enablement tools

Confidential

Senior Business Analyst

• Achieved >10% cost savings & 80-90% workforce utilization for Technical Operation’s $50M budget executing enterprise-wide Agile development projects for new features/enhancements/bug fixes via 3 releases/year
• Attained >50% reduction in project metrics definition time
• Improved by 23% employee work output level, maintaining clearly defined & monitored utilization rates
• Decreased to 5% from 20% projects missing completion targets/dates
• Served as Admin. to Tech Ops w\ >350 User Licenses & Decreased information request time by 67% from 3 hours to 1 hour
• Enabled informational flow to >500 users eliminating requests on team savings >$20K monthly in time
• Tracked, analyzed, and implemented > 150 enhancements per release cycle

Confidential

Senior Financial/Business Analyst

• Centralized accounting reporting for client with >$100B Assets Under Management (AUM) by leading implementation of portfolio accounting system migrating, validating and re-configuring multiple legacy systems to 1
• Reduced quality assurance (QA) testing to <1 hour from 1 day when automated data validation using SQL and VBA, while detecting and resolving >30% of error data records; Reduced entry error rate to <5% from ~25% (BlackRock) and to <7% from
• 30% (Legato); Decreased billing processing time to <1 day from 5 and automated archiving process (Legato)