SUMMARY:

• Solution - oriented Project Manager/Business Analyst, with experience in the financial services and health care industry with over eight years of experience delivering software solutions within budget and schedule.
• Strong experience in analysis of business models, client requirements, and process improvements.
• Project management experience includes project planning, scheduling, tracking progress, configuration management and project related audits as per SDLC methodology.
• Background of business and system analysis, requirements elicitation, data analysis, data, data validation and data migration, along with excellent writing skills for creating business oriented documents.
• Manage teams at onsite and off shore with diverse functions and skills.
• Cultivate lasting and productive business relationships. Outstanding organizational, interpersonal, multi-tasking, oral, and written communication skills.
• Expertise in creating Activity Diagrams, Business Flow, Navigational Flow, and Wire Frame diagrams using Rational Products, MS Visio, and Pencil.
• Experience with data mapping and gap analysis while working for conversion/migration projects.
• Ability to understand and formalize user needs into a structured format.
• Project Management Business and Requirements Analysis Documentation Reconciliation Regulation
• Agile Mobile Application Financial Analysis and Reporting Process Improvement UAT GAAP SDLC
• Business Intelligence Securitization Profit/Loss (P&L) Accountability Strategic Planning/Problem Solving

TECHNICAL SKILLS:

Business Analysis Tools: MS Project, Time Tracking (Project Tracking System) Data modeling tools (Rational Requisite Pro, MS Visio), CM tools (Rational Clear Case,)

Business Intelligence: Cognos

Methodologies: SDLC, Waterfall, RUP, Agile, SCRUM

Databases: Oracle, Netezza, MS SQL Server, SharePoint

Defect Tracking: JIRA, Bugzilla, Test Director, Quality Center, TeamTrack, Comind

Data Access: TOAD, SQL Developer, MySQL Workbench

Web Technologies: HTML, XML, JavaScript

CRM: Salesforce, Seibel

Languages: SQL

PROFESSIONAL EXPERIENCE:

Confidential, Iselin, New Jersey

Business Analyst/ Project Manager

• Create and update exceptional project plans by communicating with Guardian team members in various regions.
• Release accurate and timely requirements by proactively managing onshore and offshore development teams.
• Collaborate with vendors and prioritize meetings to ensure projects are on track.
• Oversee multiple projects across all phases of System Development Life Cycle.
• Implement and maintain best practices to meet organizational strategic goals.
• Update status reports for management.
• Develop system enhancement designs by documenting detailed requirements, creating wireframes, and writing use cases for desktop and mobile applications.
• Deliver excellent user support by responding to technical and functional requests placed by Guardian Sales Teams.
• Improve reports delivered to Guardian clients by training Sales Consultants on new systems and enhancements.
• Conduct various analyses with development teams by reviewing development plans, impact analysis, and feasibility matrix.
• Organize upcoming releases by designing test plans and release plans.
• Track status of projects and tickets by organizing defect tracking tool.

Confidential, Warren, New Jersey

Senior Business Analyst/ Project Manager- Avance Consulting

• Wrote user stories and updated backlog to properly document requirements and change requests.
• Led sessions to collect requirements from business partners for Cognos BI Reporting.
• Designed financial reports for accounting and actuarial teams.
• Managed details of reporting requirements by serving as Subject Matter Expert for the accounting team.
• Conducted UAT for data accuracy and functionality of all accounting reports.
• Developed new data tables from databases by researching data maps and organizing information.
• Wrote user stories and updated backlog to properly document requirements and change requests.
• Organized activities of sprints by conducting planning and working sessions with project team.
• Improved turnaround time for sign-offs and acceptance by creating status schedules.
• Designed test plans and test strategy for accounting reports to match database and maintain testing efficiency.
• Resolved requirement discrepancies by interacting constantly with developers to convey changes.
• Negotiated with business partners to reconsider current business processes to streamline new reporting changes.
• Delivered reports timely with drilldown functionality for various accounting departments through Business Intelligence.
• Reviewed vision document with development team and project sponsor to understand requirements and feasibility.
• Communicated changes and updates to stakeholders and offer alternative solutions which align with strategy.
• Evaluated project constraints and manage risk by developing and revising schedules.

Confidential, Jersey City, New Jersey

Senior Project Manager- Polaris Financial Technology

• Delivered all phases of software projects within budget and schedule as per SDLC guidelines.
• Followed phased gate SDLC approach for project tracking.
• Managed test plans, traceability matrix, reviewed requirements, provided estimates, and prepared for releases through resource planning, scheduling, and reporting.
• Assisted with operational and requirement issues during release period.
• Complied with organizational and customer process requirements and conduct periodic project management reviews.
• Communicated with regional product teams (EMEA, CEEMEA, APAC, NA, and LATAM) to gather business requirements for SEPA, translated business need to technical specifications, and resolved technical challenges with the regional product teams to negotiate alternate solution.
• Interacted with development team to review business requirement document, analyze feasibility, and comprehend complexity.
• Conducted walkthroughs or demos to client delivery and implementation teams, and trained development team on new functionalities.
• Prepared functional specification document based on maps in production.
• Created post implementation survey to capture results of project from a client perspective.
• Served as an SME for the implementation team in GXS/CitiConnect client implementation setups and provided support in trouble shooting setup issues.
• Analyzed functionality supported by GXS (Connectivity, Security and Translation) for Pass-Through and Full Serviced Payment File Processing types, and assist construction of in-house functionality.
• Managed day-to-day project activities and coordinate tasks with other teams.
• Managed off-shore quality control and requirements analysis team.

Confidential, Jersey City, New Jersey

Manager-Financial Analysis

• Analyzed cash flows and dividend trends to determine key performance indicators and support business operation.
• Reconciled Balance Sheet to Income Statement using various financial models.
• Uploaded entries to the General Ledger (GL) using PeopleSoft.
• Collaborated with Controllers to create, modify, and delete entries in the GL.
• Facilitated meetings to gather requirements, coordinated data collection, and clarified functionality with department managers, technical staff, and end users.
• Forecasted and tracked reserves, payments, and earnings for NY Regulation 308.
• Created and analyzed income spreads for Source of Earnings (SOE) entries.
• Documented business processes and create flow charts for disintegration of AXA subsidiary.
• Liaised between business units and technology team to document business and functional requirements.
• Wrote Use Cases for the compilation of Exhibit 5.
• Assisted with the remapping of the Balance Sheet to account for change in reserves.
• Gathered, analyzed, and created BRD and FRD for new Polysystems program to calculate reserves.
• Developed financial reports using complex formulas in Microsoft Excel and Microsoft Access to monitor liability.
• Ran SQL queries in Access, Cognos, and AQT to extract information from databases.
• Researched PeopleSoft database to identify variances, streamline processes, and offer recommendations.
• Baselined pensions and annuities to validate policy reserves for Sarbanes-Oxley(SOX).
• Tested life policies and annuities for quarterly SOX requirements.
• Converted IT database text files into reporting files for Reinsurance.
• Conducted calls with business users to review the requirements and convert into specifications.

Confidential, New York, New York

Investment Accountant

• Updated cash sub-ledgers of 45 accounts daily. 
• Created schedules and reports for securitization of life policies.
• Elaborated vision document into detailed functional requirements.
• Conducted walk-through sessions with product development team, business stakeholders, and QA team and obtained sign-offs.
• Analyzed and forecast funds needed for investment through complex financial models in Microsoft Excel.
• Created weekly deliverables for management reporting. 
• Collaborated with operations to streamline processes in Risk Finance database. 
• Prepared and uploaded over 50 journal entries to the GL for monthly and quarterly close. 
• Reconciled and examine investment accounts for financial reporting of Risk Finance.
• Developed financial schedules for off cycle payments, policy loans, and investment proceeds. 
• Reduced monthly closing period from three days to one day.
• Documented processes of internal control procedures for Sarbanes-Oxley compliance.
• Prepared sub-ledgers of inter-company transactions for treasury accounts.

Confidential, Mahwah, NJ

Business Analyst

• Analyzed business requirements and provided time estimates for upcoming development initiatives.
• Trained client on the use of the web based application and provided training materials.
• Created use cases with UML.
• Analyzed accounts of 22 retail gas stations which have a combined annual sales revenue exceeding $200 million.
• Interacted with parent company Exxon Mobil and Valero to resolve various issues of competitive allowances, rebates, and billing.
• Evaluated monthly sales, extrapolated trends, and formulated future sales forecast.
• Analyzed monthly and annual profit figures.
• Observed and critiqued deviations made from forecasted figures.
• Selected to represent the firm at a national conference of oil retailers in Houston, Texas
• Implemented four new vendor relationships that saved over $120,000 on an annualized basis
• Represented firm during compliance reviews by the NJ Department of Environmental Protection