SUMMARY:

• Accomplished professional with diverse business analysis, quality assurance, financial reporting, insurance, annuity, and reinsurance experience in search of next challenge
• Experience with Waterfall and Agile system development life cycle methodologies (SDLC)
• Ability to solicit business requirements, conduct interviews, critically evaluate raw data and translate it into development concepts (business and functional requirements), draft use cases and user stories
• Ability to communicate effectively with various business roles within the organization, act as a liaison between customers and stakeholders
• Extensive life insurance and annuity experience: Traditional Life, UL, VUL, VL, Pre - tax and Post-tax annuities, etc…
• High level of comfort using various business tools: Access (create forms and tables, import tables from external sources create and export Queries, table analysis, etc…), Excel (Pivot Tables, Macros, VBA, H- and V-Lookups) Word, Power Point, Visio, Database analyzer, PL SQL, JIRA issue tracking system, SharePoint, and many others
• Good grasp of General Ledger, financial reporting, analytics and metrics
• Strong QA skills: UT, ST, UAT, smoke testing, stress testing, etc…
• Ability to think critically, solve problems, research, and reconcile
• Key Performance Indicators (KPI) Analysis: requirements interviews (number of iterations and effectiveness), cost/benefit analysis, quality (i.e. number of defects and their direct link to the requirements), business productivity increase (before and after cost analysis), etc…
• Excellent verbal and written communications skills
• Experience with Waterfall and Agile system development life cycle methodologies (SDLC)

PROFESSIONAL EXPERIENCE:

Business Analyst

Confidential, New Haven, CT

Responsibilities:

• Participated in the implementation, modification and maintenance of system procedures required to calculate quantities, and perform tests associated with:
• Conduct interviews, document requirements, assemble traceability matrix
• QA and automated Regression Testing: plan, strategy, test grid, documentation of the result and correction of the defects
• Successfully completed several medium-sized efforts, and finalized multi-faceted enterprise-wide project

Business Analyst

Confidential, Charlotte, NC

Responsibilities:

• Performed duties of the Agile Business Analyst
• Provide overall project stewardship, define success criteria and Sprint milestones
• Conduct interviews, created user stories, assemble traceability matrix
• Support Scrum Master
• Recognize risks and opportunities
• Mitigate issues
• Review backlog for upcoming Sprint items
• Review test plans, design and run test cases.
• Participate in various actuarial-sponsored efforts:
• Identify source systems, and designate data points files for annuities modeling and experience studies efforts
• Map actuarial concepts (annuities valuation, reserving, reinsurance) to data model structures: identification of existing, or creation of new business terms their descriptions and sourcing
• Analyze annuities’ accumulation and payout lifecycles: cash flows, terminations, selections, and utilizations
• Perform complex actuarial calculations and system-to-system reconciliation
• Act as a liaison between sponsors (actuaries, SMEs, businesses) and IT (tech leads, developers, data modelers, testers, PM’s)
• Generate and maintain Data Governance artifacts: Data Catalog, Data Control Catalog, Data Glossary, Critical Data Elements (CDE) data quality rules, business rules, etc…
• Assist with Data Quality process and design of various dashboards
• ETL: create new and analyze existing extracts, outline data transformation rules, provide assistance to data modelers with construction of conceptual, logical and physical database models

Business Analyst

Confidential, Wilmington, DE

Responsibilities:

• Participate in a number of infrastructure projects: platform refresh, hardware updates, servers’ LDAP Keonization, and others
• Solicit information from businesses, engineers, developers and tech leads to identify infrastructure remediation impacts: applications’ and platforms’ versioning, compatibilities, availabilities, etc…
• User Defined Business Applications (UDBAs) conversions, management, centralization, and standardization
• Gather and document business requirements, translate them into functional design, and usher traceability through technical design and testing (QA / UAT)
• Maintain list of servers, platforms and applications
• Provide solution recommendations

Technical Business Analyst

Confidential, Bala Cynwyd, PA

Responsibilities:

• Lead requirement gathering sessions and interviews
• Craft user stories, use cases, business requirements and functional design documents
• Used Visio to provide visual representation of business processes, workflow design, swim-lanes, graphic representation of project benchmarks, etc…
• Design, guide implementation of, and configure splash pages and dashboards (transactional and referential summaries, drill-downs, etc…)
• Solicit Architecture and Development analysis, evaluate and reconcile recommendations with Business Users’ needs
• Change control management: evaluation, mitigation, and reflection in various business artifacts
• Offer training and demonstration sessions for Business Users, Strategy, Architecture, QA and Documentation
• Used PL SQL to validate data, to configure system features, to design prototypes, and to code stored procedures
• Test grid planning and review, perform functional and user acceptance testing
• Subject matter expertise (SME) assistance with life insurance and annuity products
• Implement, test, and document feature prototypes

Quality Assurance Analyst

Confidential, Greensboro, NC

Responsibilities:

• Test grid design and processing, using manual and automated methods
• Regression results’ analysis
• Test case result analysis and interpretation against business and functional specification
• Defect identification, documentation, resolution recommendations, and follow-up

Product Manager

Confidential, Wilmington, DE

Responsibilities:

• New life and annuity products feasibility and profitability analysis and review
• Existing life and annuity products enhancements and restructure
• Daily communications with Actuarial, Underwriting, Investments, Claims, IT, and Accounting departments on various related topics
• Regional home and field offices support
• Guidance and consultation in all phases of the product development process: illustrations, investments, commissions, administration systems specifications, marketing material review, FX concerns, and P&L analysis

FP&A Analyst

Confidential, Richmond, VA

Responsibilities:

• Preparation and delivery of consolidated GAAP reports and forecasts
• Review and analysis of quarterly financial information
• Assistance with financial, accounting and controllership issues.
• Contribution to timely and accurate system implementation of long and short range forecasting submissions.

Financial Analyst

Confidential, Springfield, MA

Responsibilities:

• Financial planning/budgeting and analysis (FP&A, a.k.a. FB&A): creation and maintenance of financial models, compilation of variety of reinsurance studies and metrics, variance analysis and system-to-system reconciliation; complex actuarial calculations
• Statutory & GAAP reporting: preparation and publishing of Schedule S of MassMutual Annual Statement (The Blue Book); ad-hoc General Ledger entries (P&L, Balance Sheet)
• Direct and reinsurance reserve methodology testing and implementation
• Daily support to Reinsurance Administration Department
• Letters Of Credit negotiations and procurement
• Preparation and administration of warrants
• Review of new, and maintenance of existing Reinsurance treaties
• Frequent communications with some 20+ reinsurance carriers, both assumed and ceded.
• Maintenance of AICPA regulatory requirements: compilation and shipment of appropriate documents (Actuarial Opinion, Blue Book, etc…)

Insurance Illustrations Analyst

Confidential, NYC, NY

Responsibilities:

• Case designs for life, annuity, disability and long term care insurance
• Analysis and alternative strategy recommendations for new and existing clients
• Optimal funding and cash flow reviews, and in-force management recommendations
• Tax assessments (TAMRA, TRA, surrenders in excess of cost basis, etc…)
• 1035 exchanges
• Various insurance carriers comparisons, competitive analysis
• Field office staff product training
• Close interactions with actuaries to form procedural guidelines for valuation and record administrative systems
• Communications with legal regarding compliance and contract filings
• Drafting of calculation and system coordination memoranda
• Staff training and regional home office support
• Monitoring of existing products and procedures: system audits, regulatory impact analysis, etc…