SUMMARY:

Seasoned business analyst with over 15 years of experience in top tier firms, focusing in requirements analysis, business process modeling, and process optimization, design of user - interface applications, and web designing and development. Expertise in leading business and technology initiatives to creative solutions through effective identification of requirements and business development practices. Interested in leadership opportunities to leverage exceptional written and interpersonal communication with a comprehensive understanding of business strategy and technology alignment. Ability to transition with ease, quickly builds domain knowledge, and effectively led and managed projects from analysis through implementation. Recognized for exceptional performance in highly leveraged enterprise projects.

CORE COMPETENCIES:

• Business Analysis
• Project Management
• Risk Management
• Business Process Modeling
• Workflow/UI design
• Defects Management
• Requirements Management
• Reports Design
• Content Management
• Use case Modeling
• Business Rules Engine Development
• System Integration
• Production Support
• Vendor Management
• Web Design/Development

TECHNICAL SKILLS:

• Business Analysis/Process and Data Modelling: UML, Tibco Business Studio, Visio, Calibre RM
• Agile Tools JIRA, Microsoft Team Foundation Server (TFS), VersionOne
• Content Management System (CMS) Joomla
• Automation Rules Builder Pega Rules Process Commander, Criteria UI Builder
• QA Testing Quality Center, Bugzilla, Pega Test Harness, Beyond Compare
• Web Design/Graphics/Animation Dream Weaver, MS FrontPage, Adobe Photoshop, GIMP

PROFESSIONAL EXPERIENCE:

Confidential, Minneapolis

Business Analyst Lead

Responsibilities:

• Delivered fully integrated solutions as Lead Business Analyst for the Confidential Specialty Implementation Reporting and Analytics Project. Ensured the Reporting work stream met the Confidential contractual obligations for reporting through the joint venture between Walgreens and Prime.
• Actively organized and facilitated requirements design sessions within Prime and Walgreens spanning from Specialty, Clinical, Operations, Web Services, Account Management, Contact Center and Compliance. Appropriately identified, documented and communicated the project scope, created well organized requirements package, and documented detailed reporting requirement specifications without being redundant or ambiguous .
• Wrote over 30 detailed Business Intelligence Reporting Requirements Specifications (BIRRD) and report mock-ups within a period of 10 weeks. Received recognition within the project team for documenting exceptional reporting requirements with detailed report mock-ups and timely delivered to Blue Cross Blue Shield Association (BCBSA) for its approval and feedback.
• Actively engaged with cross-functional teams for generating Reports from Prime Analytics on Demand, Prime Reporter and Enterprise ScriptMed. Analyzed current-state and future-state needs of the client.
• Worked with the Walgreens and Prime Business Development group through communication of issues, risks and tasks. Regularly communicated outstanding questions from Business and IT to the Business Integration Leads, maintained weekly project updates and milestone deliverables within the teams.
• Reviewed System Requirement Specifications from development teams, and discussed any gaps and missing data. Communicated testing impacts, planned UAT phase across impacted business areas and timely filed requirement sign-offs.
• Improved the requirements standards of several BIRRDs ( Business Intelligence Reporting Requirements Specifications) written by other associate Business Analysts by rewriting their requirements for completeness and accuracy resulting in enhanced documentation standards and assisting the team to meet tight project deadlines.

Confidential, Minneapolis

Sr. Business Analyst

Responsibilities:

• Delivered fully integrated solutions for Confidential ’s Managed Account Business by consolidating advisory programs into a unified platform with Vendor Management Solutions (ENVESTNET) for both financial advisors and clients resulting in increased operational efficiencies and revenue generation.
• Actively engaged in business analysis, finalizing scope and documenting requirements specifications to support Overlay Trading and Surveillance work streams into the new Vendor Management platform. Worked with various cross-functional teams to support core capabilities for the business of proposals, account fulfillment and fee billing. Organized and facilitated design sessions with the Business and Development team. Effectively communicated roles and responsibilities of project team members, milestone deliverables and all project updates.
• Facilitated discovery sessions, performed detailed analysis of existing business processes, and prepared recommendations to optimize efficiency and overall effectiveness through future-state process improvements. Analyzed the reports impacted by this Advisory Product Platform project.
• Completed User Stories with detailed acceptance criteria for Model ( Confidential / Confidential ) Management and reviewed with vendor for completeness and accuracy.
• Brainstormed ideas within Surveillance team and documented detailed business process workflows of Current-state, Interim-state and Future-state of Surveillance models resulting in completeness and accuracy for improved documentation standards.
• Configured Investment Policies (IP) and rules for a brand new Confidential program, and compared against the out of the box Investment Policies from the vendor solutions.
• Tested out of the box functionalities for business proposals on account fulfillment, trading and model management, and documented defects and gaps for fixes and future enhancements.
• Received recognition for assisting other junior Business Analyst in completing system analysis and requirements documentation to meet tight project deadlines.
• Actively worked with the client facing team to derive appropriate advisory risk profile of brokerage accounts. Extensively queried to derive missing and misaligned KYC (Know Your Client) information and presented detailed report to project sponsors for approval. Worked with various impacted internal (Client Source, Surveillance, Statements, IAG Report) and external business (Broadridge) areas to reflect consistent client data in the impacted systems. Wrote business system requirements for development changes.
• Major accomplishments in preparing for Envestnet implementation and created better opportunities for Confidential financial advisors by decommissioning all existing processing for the Comerica Trust accounts and moved custody in-house to Confidential . Actively coordinated between Comerica and 3rd parties, modified and decommissioned existing files, reports and processes. Wrote system requirements for all impacted applications.
• Engaged in the joint conversion effort with other work streams to convert firms to Confidential ENV2 platform for trading, billing and surveillance.

Confidential, Minneapolis

Sr. Business Analyst

Responsibilities:

• Major accomplishments in the SBL Sales Credit referral only model (on the Business side) resulting in RBPB’s (Regional Bank Private Bankers) significant increase of referral volume to Wealth Brokerage Services (WBS) stores’ Financial Advisors and introduced new partnerships. Effectively transitioned RBPBs to this new model for fulfillment of SBL credit facilities.
• Documented detailed business requirements for the complete referral model, discussed current-state and future-state process flows, and reduced team member manual process inconsistencies, compared between manual and automation process resulting in identification of gaps and risks of the existing and new process.
• Reviewed Functional Specification Documentation (FSD) from development team, and discussed any missing data to keep it in sync with the business requirements.
• Conducted UAT for reviewing and testing the automated SBL referral forms sent from the Financial Advisors to the Business for referral compensation.
• Interacted with various systems to track and award credit for referrals. Reviewed Priority Credit Line (PCL) Portfolio reports, verified confirmed PCL accounts, and transmitted files to Sales Tracking Services (STS) teams and BQ and STS mainframe systems for credit compensation.
• Transferred customer referred record via Wells Fargo Data Transmission Services (DTS) to the Development team to confirm licensing checks and compensate the referral credit to the RBPB’s.
• Efficiently followed-up with outstanding issues and with Development teams and Business and tracked through completion.
• Created detailed reports to track the referral data from all participating lines of business and provided weekly updates to impacted teams.
• Updated the Product Definition Document ( Confidential ) for the Referral Automation project and assisted with the high-level sizing of the next phase of the project.
• Actively participated in the Steering Committee discussions for risk and team member impacts for automating Referral Compensation process for all channels allowing full range of SBL products.
• Assisted the Compliant Management Team with the designing and updating of the Compliant Tracking Intake Form.
• Compared the Intake form from previous years and updated based on regulatory needs.

Confidential, Eden Prairie, MN

Sr. Business Analyst

Responsibilities:

• Wrote over 35 Report Specifications for migrating Confidential ’s current finance platform to Oracle EBS Financials within a period of 10 weeks. Received recognition across Confidential Finance and IT teams for documenting exceptional reporting requirements with detailed report mock-ups for generating Oracle EBS Reports with focus on Advertising and IT Spending Reports, Audit Tracking, Fixed Assets, Project Costs by Capital and Expenditure, Vendor Queries, Check Details, Monthly Balance Sheet and other Revenue Transaction Details.
• Tested and validated 72 EBS Reports, logged defects, tracked testing statuses and reported weekly goals and percentage completed to the Everest Project Management.
• Conducted UAT across Finance teams, documented UAT Guidance Notes for the Business, logged issues and defects, worked to resolve with Development and Business, and tracked through completion.
• Emphasized the need to maintain adequate documentation standards within the Project team, highlighted the requirement for business sign-offs, maintained accurate version control of Report Specifications in SharePoint, initiated best practices and established standards during the Analysis and Requirements Gathering and UAT phase within Business and the Development team.
• Brainstormed ideas within Collections Management and documented detailed business process workflows of Current-state, Interim-state and Future-state of Collections Network Strategy models resulting in completeness and accuracy for improved documentation standards.
• Actively involved in bringing out the benefits, constraints and cost-based value of various dialer strategy models currently used and to be used for long-term business plan.
• Efficiently involved in brainstorming sessions for the routing strategy to maximize efficiency, documented calendar/roll out plan to move all agencies to the LiveVox Dialer Platform, and revised outdated documentation to current-state.

Confidential, Minneapolis, MN

Sr. Business Analyst

Responsibilities:

• Delivered fully integrated solutions for the Global Risk Distribution System (GRiDS), the core application of the Reinsurance Business Technology spanning to the Confidential and Brokerage area, Accounting, Finance, Treasury, Customer Portal, B2B Electronic Messaging, Contact Management, Contract Writing, Contract Document Tracking and Reports.
• Led cross-functional teams ranging from 5-25 contributors including the project managers, product managers, business design team, developers, business analysts and quality assurance analysts.
• Actively trained interns and junior business analysts.
• Organized and facilitated design sessions with the Global and Regional Practice Groups
• Effectively communicated roles and responsibilities of project team members, milestone deliverables and all project updates.
• Captured business/functional requirements and use case specifications without being redundant or ambiguous. Reviewed Functional Specification Documentation (FSD), design prototypes from development team, and discussed any gaps and missing data, documented change requests for subsequent releases. Successfully completed 27 Development Requests (DR’s) during a period of 18 months.
• Conducted UAT across Business Regions, produced UAT guidance notes, monitored user participation, logged issues and defects, worked to resolve with Development and QA, and tracked through completion.
• Timely filed sign-offs for SOX compliance. Received excellent review for outstanding performance on project deliverables.

Confidential

Responsibilities:

• Major accomplishments in designing the new CDT web application for users across US GRU (GRiDS Regulatory Unit) and additional customized functionality for the Canada GRU.
• Skillfully designed and re-engineered existing processes which significantly improved operational efficiency for individual and team productivity.
• Developed new business procedures, compared between manual and automation process resulting in identification of gaps and risks of the existing Document Tracking system.
• Wrote data migration requirements and successfully migrated the old Document Tracking application to new CDT application within 75% of projected time, resulting in increased performance across the US and Canada GRU’s. Recognized by the Business/Development team for writing clear and detailed functional requirements and use case specifications, proficiently multi-tasked and managed responsibilities and deadlines associated with this ongoing fast-paced project.
• Updated and maintained 8 Contract Reports which were mostly impacted with CDT system enhancements.

Confidential

Responsibilities:

• Reduced duplications and inconsistencies of the Line of Business (LOB) and Business Segments in GSM and various impacted applications by directly working with the global group of treaty and facultative design team across.
• Implemented the revised LOB and Business Segments resulting in vaild selection across 5 major GRiDS applications (GSM, FacGSM, ACMaint, TERMS, eCommerce).
• Outlined GRiDS security requirements and role profile impacts, gave applications testing rights to various user groups. Actively assisted the QA team and Business users throughout their testing phase.

Responsibilities:

• Experienced with waterfall and iterative methodologies to requirements gathering and design. Delivered a vast array of Business Analysis and Project Management services. Gathered clear and concise requirements, business rules and security rules for Wells Fargo Internal Workflow applications and the core record-keeping system. Wrote business and functional requirements by working directly with key stake holders, subject matter experts, infrastructure support and development teams. Assisted in documenting and reviewed Functional Specification Documentation (FSD), provided assistance to Learning and Development team with new product content and training materials.
• Expertise in creating business process models with workflow simulations, data modeling with use cases following Wells Fargo Unified Process, and standardized business documentation procedures . Introduced best practices for employees and management throughout the PMO. Raised efficiencies by training and mentoring other business analysts within and outside the team.
• Efficiently managed projects by executing dual responsibilities of Project Manager and Business Analyst for multiple concurrent high priority and fast-paced projects. Coordinated business testing using Quality Center, and acted as Defects Manager during UAT testing, and completed test results summary.

Confidential

Responsibilities:

• Designed detailed business process flows for sale automation, and completed job in 70% of projected time. Participated in JAD sessions with development team, and created detailed interface use cases for full and partial sale automation received through various web and internal applications. Successfully completed 6 extensive use cases, within a challenging timeline of 4 weeks.
• Completed business requirements for the Data Management Systems (DMS) team with detailed mock-up and messaging updates to approximately 100 shareholder Statements impacted by the new sale orders. Created requirements for 27 (new and existing) Crystal Reports within a tight deadline of 3 and ½ week period.
• Provided guidance to the QA team by assisting in writing systems and production check-out test cases/scripts enabling testers to meet with their testing deadlines, and coordinated the business testing.
• Provided guidance to the Learning and Development team with detailed walk-through sessions of the newly developed product.

Confidential

Responsibilities:

• Actively worked in collaboration with another Wells Fargo business line (HOGAN-CIS) for transferring shareholder addresses from the core WFSS record-keeping system to Hogan to be verified and validated against the NCOA database. Documented detailed business rules to match and update the NCOA vendor returned records against WFSS system of records.
• Initiated the effort for creation of a ‘Parsing Rules’ book for extracting/establishing parsing guidelines for WFSS record-keeping database to be utilized not only for the NCOA enhancements, but for reusability for any future WFSS projects. Identified any downstream application changes based on current business rules designed to control and prevent fraud risks associated with address changes.
• Created requirements for the Data Management Systems (DMS) for generating new statements with updated shareholder address change information.

Confidential

Responsibilities:

• Developed and managed documentation by facilitating discovery sessions, creating current-state process flow diagrams, performing detailed analysis of existing business processes, and preparing recommendations to optimize efficiency and overall effectiveness through future-state process improvements.
• Interviewed SME’s and stakeholders during risk engineering sessions and identified quick-hit process improvements for improving customer experience, enhancing self-service to increase efficiency.
• Actively involved in the observations schedule with the Shareowner Relations representative and documented gaps and redundancies in their process. Identified complex processes that needed more analysis, client-specific or one-off processes to be discontinued or incorporated into existing standard processes.

Confidential, Minneapolis, MN

Business Technology Analyst

Responsibilities:

• Identified, analyzed and finalized business requirements with clients/end-users; created agile requirements; designed, developed and maintained automated business rules engines; tested and fixed defects, documented change requests and enhancement requests; trained interns and other business analysts, deployed rules/ technical releases and interfaced with business and functional units to provide technical assistance and training.
• Proficiently multi-tasked and managed responsibilities and deadlines associated with ongoing fast-paced project work as well as last minute market driven change requests.

Confidential

Responsibilities:

• Led the needs assessment and gathered business requirements for eCommerce implementation of mortgage underwriting user interface tools/engines. Documented business requirement specifications detailing changes and enhancements to the organization's primary records management system .
• Received recognition for lead role in managing and supporting the legacy rules platform for the $5.3M Automated Decisioning project. Using agile methodologies, skillfully re-platformed and upgraded existing rules engine with Pega Rules Process Commander. Designed and developed shared, reusable enterprise rules, brought the best business-focused solutions forward, resulting in 25% faster engine evaluation time.
• Major accomplishments in the $6M Close the Gap agile project; successfully integrated two applications into one common platform by constantly liaising with business units and IT developers in Horsham. Saved time and increased productivity for QA testers by stretching outside current role and assisted in business testing.
• Collaborated with client-support team and sales associates to identify the impacts of system enhancements on end users. Provided tier-three production support with prompt responsiveness and thorough attention to detail. P rioritized outstanding defects and responded 80% of emergency issues to within 6-minute average time.
• Actively worked with business analysts in UK and Australia during risk engineering and high-level review sessions and acted as a primary interface with the various operational areas consuming business requirements.