SUMMARY:

• Sr. Technical Business Analyst with over 20 years of experience.
• Expertise in gathering and defining requirements, serving as a liaison between various development groups, and authoring use cases.

TECHNICAL SKILLS:

• Breadth and depth of experience (over 20 years varied consultant experience).
• Specialization in requirements elicitation and management.
• Solely responsible for requirements on multiple successful large development efforts (web, client server, mainframe).
• Have functioned as “advisory” requirements analyst in “software factory” environment.
• Extensive technical experience.
• SQL and data modeling
• Many years as a mainframe developer early in career.
• ERP experience (Oracle Financials: almost 5 years).
• Other experience (QA lead, QA analyst, project coordinator, tech writer).
• Exceptional analytical and documentation skills, with great attention to detail.
• Accounting/Finance background.
• Earned degrees in both Finance (MSF) and Accounting (AAS).
• Hands on experience with financial systems (several assignments).

PROFESSIONAL EXPERIENCE:

Independent Consultant

Confidential

Responsibilities:

• Assisted the owner of a small wholesale produce company in configuring Quick Books to the needs of his company
• Set up chart of accounts.
• Wrote procedures to assist in bookkeeping (e.g. how to post atypical transactions in General Ledger).
• Authored MS Excel spreadsheets to assist in profitability and cash flow analysis.
• Assisted in monthly reconciliation of company's bank accounts, correcting improperly posted transactions and identifying/entering transactions “missed” during the month.
• Authored MS Word templates for BRD (business requirements document), use cases, and test scripts for a small I.T. consulting firm for use on internal projects.
• These templates demonstrated 100% traceability between functional requirements and test scripts.

Sr. Technical Business Analyst

Confidential

Responsibilities:

• Added functionality for grouping cost centers, sending “quotes” to project sponsors after job estimation, capturing funding confirmation from sponsors, invoicing, and revenue recognition. Also added a comprehensive UI whereby all details/history for any job could be viewed (e.g. job details tab, funding tab, invoicing tab, revenue tab).
• Project had seven major releases.
• Designed and wrote all test scripts for the smoothest/most successful releases.
• For those releases, achieved 100% traceability between business requirements, (very detailed) functional requirements, and specific steps within specific test scripts.
• Project overcame many unique challenges.
• The second: the development, from scratch, of an extremely complicated cost modeling system expected to save engineers 7000 man hours of product development work per year.
• Project had seven major releases and several smaller ones.
• Project sponsor was thrilled at both the quality of the application, and the amount of functionality delivered despite tight deadlines.
• Filled multiple roles on project
• Actively collaborated in design discussions with a technical architect.
• On later releases, served as sole QA resource
• Tested both new functionality and bug fixes.
• Achieved “catch rate” dramatically higher than those on earlier releases.
• Wrote most of the project’s documentation, including a comprehensive user manual so well received by the customer that it was adopted as a best practice.
• Also solely responsible for requirements for the replacement of an issue tracking system.
• Comprehensive requirements document and exceptionally detailed supporting matrices were approximately 70% complete when the project was deferred.

Environment: UNIX, PHP, JavaScript.

Tools: MS Office, MS Visio

Senior Business Analyst

Confidential, Auburn Hills, MI

Responsibilities:

• Solely responsible for project requirements, and traceability thereof, for ten different projects, including four large efforts:
• Replacement of an antiquated mainframe system (called Pega), which client uses for tracking errors on, and corrections to, customer accounts. Note: same system is used by insurance companies for claim tracking.
• Implementation of OmniRim software for automated tracking of physical records. Implementation of FileNet P8 for e - mail archival/management. Testing of additional P8 functionality for possible usage for electronic records management
• Performed interface testing for a project where client switched from one “clearing firm”, and its system, to different firm/system.
• Wrote repeatable SQL scripts in MS Access to ensure that bank’s outgoing files to the clearing firm met the technical requirements of the clearing firm’s system.
• Fully automated the testing in this way for a key interface.
• Interface was implemented with zero defects.
• Performed extensive tester support, in ensuring full traceability of my (functional) system requirements to test scripts, for OmniRim implementation.
• Authored comprehensive set of use cases for Pega replacement project, incorporating almost all (already completed) functional requirements. These were very well received due to their readability, and the additional context they provided (e.g. triggers, requirement inter-dependencies).

Environment: MS Office, MS Visio, Optimal Trace, MS Access

Business Analyst/Project Coordinator

Confidential, Detroit, MI

Responsibilities:

• Performed quality assurance on business and system requirements.
• Made recommendations on requirement structure within Caliber and served as “functional test lead” on the BHC Payments project (within the Accounting Processes work stream).
• Maintained weekly project status report, and many of its supporting documents.
• Assisted with SDP deliverables and presentation decks.
• Participated in vendor selection.
• Created MS Excel applications for vendor evaluation and scoring, vendor progress tracking, and vendor budget monitoring.
• Served as point of contact for project issues, action items, and key decisions.
• Performed as functional test lead for a Treasury workbench system (Quantum).

Environment: MS Office, MS Visio, Caliber, Quality Center

Lead Requirements Analyst

Confidential

Responsibilities:

• Served as Lead Requirements Analyst in Compuware’s professional services “software factory”, mentoring business analysts in use case modeling and in the use of “Optimal Trace” requirements management tool.
• Solely responsible for requirements for a home grown Time and Projects application for the company’s professional services division.
• Conducted JAD sessions and authored “use case model”, which identified all (business) use cases necessary for the company's proposed new Time and Billing system for professional services.
• Personally modeled over fifty use cases for the system, many very complex, and saw most through to code.
• Authored the system's “accounting model”, identifying all accounting that the system needed to perform, as well as the events that needed to trigger it.
• Interacted extensively with Compuware's accounting managers, including its U.S. and Canadian Comptrollers, and its Time and Billing Manager.
• Solely responsible for requirements, including use cases.
• For a facility that was “localize” an already existing vehicle configurator or non-US “markets” (e.g. France, Germany, Switzerland).
• For “Dealer Facilities Profile” (internal website to request and generate a comprehensive dealer facility report, which was constructed successfully, both ahead of schedule and under budget.
• For Michigan Unemployment Insurance Agency
• Gathered business requirements and wrote use cases for the eventual rewrite of the UIA’s “Wage Record” application.

Environment: MS Office, MS Visio, Optimal Trace (for requirements management), J2EE, Oracle

Lead Requirements Analyst

Confidential

Responsibilities:

• Served as “lead requirements analyst”, gathering and documenting business requirements for “EHPAS”, a system that audited Ford's servers for compliance to Ford’s I.T. Policy Manual for security.
• Solely responsible for requirements document.
• Led some JAD sessions, assisted in others. Authored all project use cases. Participated in scope and release management.
• Prepared functional program specifications for batch processes. Supported developers in their coding and the QC team in their testing.
• Authored, or assisted in authoring, other SDM documents, such as business owner view, project charter and deployment plan. Project was a tremendous success, unlike the company’s former three attempts to replace their former audit tool.
• Had to overcome contention/unpleasant history between two key stakeholder groups: server ADMINs and (business) application owners.

Environment: MS Office, MS Visio, J2EE, Oracle, Test Director