SUMMARY:

• I am a seasoned Business Analyst and Project Management professional with over 20 years of leadership experience in education, organizational change/release management, learning and development, and business analysis.
• I am able to gather and document business requirements, translate high - level requirements into functional specifications, create use cases and user stories, perform UAT, quality assurance, and provide sound financial reporting solutions to senior and executive management.
• Subject Matter: Capital Markets in areas such as Fixed Income, Equities, Risk, Over the Counter (OTC) Derivatives.
• Highly regarded Teacher, Lecturer, and Trainer from childhood curriculum, business processes, and collegiate college lessons.
• Core knowledge of System Development Life Cycle (SDLC), Business Process Re-engineering, Agile/Scrum methodologies, Project Management, Six Sigma, Change/Release Management, Business Intelligence (SQL, ACCESS), Robotic Processing Automation (RPA).
• Experienced in documenting Business Requirements document (BRD) and Functional Specification Document (FSD), UML/BPMN models, and maintaining Requirement Traceability Matrix.
• Teaching And Development (L&D) professional that coached, trained and coordinated efforts to better educate your staff, managers and executives. I specialized in teaching people to “Own” their attributes, skills and results.

TECHNICAL SKILLS:

• Helped design future processes of the HIPPA transactions. Created and developed various types of learning materials including workbooks, storyboards, power points, facilitator guides, learning aids, Computer Based Training, and job aids.
• Built and performed, Business Cases for Financial Services PMO Executives to Florida State legislature to implement ERP tools like Oracle E-Business Suite (10.7) & PeopleSoft, Microsoft Dynamics, SAP FICO.
• Highly proficient in MS Office tools: Outlook, Word, Excel, PowerPoint, Visio, and Project.
• Auditing RPA Tools such as: Blue Prism, Automation Anywhere, Pegasystems, NICE

CORE COMPETENCIES:

• Project Management
• Business Intelligence-Rational Database
• Procurement/Risk Management
• Six Sigma- Processes and Customer Analysis
• Product Management
• Change/Release Management
• Process Improvement Re-engineering/BPMN/UML
• Vendor Management

PROFESSIONAL EXPERIENCE:

Sr. Business Analyst/Project Manager (Product Owner) - Contractor

Confidential

Responsibilities:

• Created high level Business Requirements Document for the procurement of in-house built and over-the-counter systems such as: IT Help Desk Trouble Ticketing system, RPA-Proposal Automation, Sales Compensation, and Corporate Responsibility.
• Prepared, scheduled and lead meetings between enterprise business and technical resources and multiple vendors in preparation for demonstrations and site visits resulting in more efficient and productive meetings with fewer follow up questions and communications. Led daily stand meetings.
• Used MS Visio to carry out the Business Use Case Modeling and Business Object Modeling effort to develop the business architecture for rapid and controlled application development.
• Created Product Backlog, Sprint Backlog, and managed User Stories in an Agile Scrum environment

Sr. Business Analyst/Project Management, Application Development (Contractor)

Confidential, Tallahassee, FL

Responsibilities:

• Facilitated successful Release of the State of Florida Online Voter Registration from Engineering to UAT Production by proactively & reactively working with Sectatary of State, Department of Elections, (67) Supervisors of Elections, Department of Transportation, Front and Backend Developers, API Engineers, and User Interface Developers.
• Liaison between internal/external clients, UI Developers, Business Intelligence Developers, to resolve business and technical challenges for successful transition to production.
• Managed the technical software release process and ensured all phases were planned and completed, through collaboration with technical architects & leads, product owners, infrastructure support, QA, and outside teams.
• Conducted 5+ levels of testing including functional, regression, user acceptance, integration and performance to verify the client’s needs are met. Developed the product backlog along with Product Owners.
• Gathered requirements to design implementable technical solutions that leveraged process automation technologies.
• Participated in sprint planning, daily scrums, testing, retrospectives and sprint reviews.

Business Process Consultant (Contractor)

Confidential, Tallahassee, FL

Responsibilities:

• Applied change management tools and methodologies to successfully migrate an organization to its desired future state. This includes: stakeholder assessments/management, change readiness assessments, communications planning, outreach workshops, and training strategy.
• Created a master project plan that condensed the Florida Legislature financial statues into adut requirements to support all 42 state government agencies and department, with over 400 job streams, into 24 streamlined work breakdown structures.
• Contributed to business process modeling, business requirements gathering and analysis, development of epics and user stories and technical design documents.
• Documented System Use Cases/UML models and developed Work Breakdown Structures (WBS), project plans, implementation strategies and iteration plans.
• Built Business Cases for Financial Services PMO Executives to Florida State legislature to implement ERP tools like Oracle E-Business Suite (10.7) & PeopleSoft, Microsoft Dynamics, SAP FICO

Senior Institutional Business Configurations Analyst

Confidential, Tampa, FL

Responsibilities:

• Facilitated Electronic Data Interchange (EDI) to perform effective Gap Analysis (GAP), User Acceptance Testing (UAT), and System Integration testing (SIT) and SWOT analysis.
• Worked with the management for improving and giving new ideas for designing future processes of the HIPPA transactions dealing out with EDIs 271, 276 and 27 0, 470, 835, 837, 834, HIPAA 4010, 5010, claim adjustments, claim processing from point of entry to finalizing, claim review, identifying claims processing problems, their source and providing alternative solutions using best practice model and principles and also well versed with ICD10, Facets.
• Recommend changes for system design, methods, procedures, policies and workflows affecting Medicare/Medicaid claims processing in compliance with government compliant processes like HIPAA/ EDI formats and accredited standards ANSI.
• Supported and/or participated in project planning and communication for RPA initiatives with Pegasysems.
• Create unit test scripts, execute unit testing, and supervise / facilitate user acceptance testing (UAT) and system integration testing (SIT) activities that can be understood by both business and technical readers.
• Identify, develop, and implement policies/procedures and training materials to assure compliance with Sarbanes-Oxley (SOX), government regulations and customer service goals.
• Compiled status reports and led project leadership meetings with senior management and resource managers to review progress and discuss risks and issues with the use SAS EG and Access, to extract data, build tables, and analyze extremely large multidimensional data sets and data manipulation.

Business Analyst/Project Manager (contractor)

Confidential, Tampa, FL

Responsibilities:

• Managed global & regional IT projects comprised of multiple teams and work streams and deliver projects on time and within budget.
• Review the accuracy of critical data flows and elements used in Basel III Risk-Weighted Assets (RWA) Exposure calculations and other risk calculations while interacting with stakeholders from Technology, Finance Reporting Operations (FRO), Finance & Risk Infrastructure (FRI) & other business function areas.
• Communicate client’s business requirements by constructing easy-to-understand data and process models.
• Created product road map as an iteration back log to develop workflows, cases, and conversions associated with systems development lifecycle (SDLC), which reduced processing time by 100 hours.
• Conducted UAT with the cross-functional business teams to ensure the system was aligned with the vision of the business teams.
• Created business process workflow diagrams using Business Process Modeling Notation (BPMN).
• Prepared documentation for escalated problems with the Intercity Service Agreement (ISCA) and Automated Processing System (APS)

Senior Transfer Agent/Business Analyst

Confidential, St. Petersburg, FL

Responsibilities:

• Researched and perform analysis on over 200 mutual funds to increase profitability and financial goals for shareholders and financial advisors.
• Assessed and mitigated the risk associated with suspicious activity identification, reporting and the Office of Foreign Asset Control. Ensure the Anti-Money Laundering (AML) program was within compliance with the Sarbanes Oxley Act, Dodd Frank Act, and the Bank Secrecy Act.
• Helped maintained a high risk portfolio of accounts that involved interacting with attorneys, financial advisors, and wealth manager providing training to streamline the process of SEC regulations.
• Provided guidance and coaching to KYC Analysts to improve quality output.

Program Manager/Center Director/Project Manager

Confidential, St. Petersburg, FL

Responsibilities:

• Provided effective leadership, training and career development for a staff of 10 employees (up to 15 employees during periods of high enrolment).
• Applied process improvement and reengineering methodologies and principles to conduct process modernization projects by analyzing and resolving user issues, along with participating with functional design walk-through with vendors and programmers.
• Trained staff to enhance the overall customer service experience, engage customers and facilitated organic growth for Sales and Retention departments. Designed training to meet the needs of the targeted audience.
• Assisted with strategically coordinating and implementing companywide ERP/HCM management software supporting $3.5M of capital. Served as liaison between customers, field reps, account managers and various other departments to ensure inventory availability at store level or customer sites.
• Helped create and review RFPs, RFAs, RFIs, for public and private grants to fund before and after school develop programs. Worked closely with Juvenile Welfare Board, Coordinated Childcare Department, and Florida Childcare Collation.
• Planned and coordinated large events such as childcare advocacy conferences, employees training and education programs, student based recreational programming.
• Develop marketing strategies which increased program enrollment from 17 clients (sales) to 185 participants for eight consecutive fiscal periods.
• Managed federal, state, city government, and private company grants and budgets for non-profit company as large as $4 million.