SUMMARY:

• A consultant with over 25 years of business experience in the Confidential Industry; specifically in management accounting, financial analysis and Confidential systems.
• Extensive business knowledge including costing, forecasting, budget and annual planning, management reporting, customer and product profitability reporting.
• Effective communication skills focused on interaction with business users and internal management.
• Proven ability to improve business processes in the Financial Services industry through implementation of SAP FI/CO 4.7, SEM - PA 4.0. and Bank Analyzer 6.0 and 8.0 AFI
• Experienced at developing business and technical requirements, translating business goals and requirements into solutions by recommending new processes and technical solutions,
• Facilitating decisions on best practice, creating and executing test plans, and guiding configuration and subsequent testing.
• Systems integration of interfaces into SAP-CO and SEM-PA from mainframe, unix and manual files from systems such as deposit, loans, check processing, treasury services and line of business finance groups.
• Experienced project team lead, expert interpersonal skills, experienced trainer and presentational skills.
• Experienced in system configuration, maintenance, training and production support functions.
• Experience with ETL, data mapping and data management.
• SAP Bank Analyzer - AFI (ETL, SDL, PLM, AL, GL connector)
• Bank Analyzer 8.0 Training and 8.0 Deep Dive training
• Experience on several SAP Bank Analyzer sales proposals.
• Experienced trainer of CO and AFI functionality.
• Experienced with Quality Center, Microsoft /Excel/Word/Power Point/Project/Visio.
• Basic ABAP and UNIX experience.
• Sarbanes-Oxley requirements & documentation experienced.
• Familiar with job schedulers such as Autosys and Control M.

PROFESSIONAL EXPERIENCE:

Confidential

Consultant

Responsibilities:

• Responsible for setting up SAP deposit system including configuration and data for internal use as demo and training system.

Confidential, Bellevue, WA

Sr. Business Analyst - Loans Lead

Responsibilities:

• Responsible for leading a team of 4 On-shore and 3 Off-shore Loans consultants. Drive delivery Business requirements, Process definition documents and Function Specs, prepare presentation material and lead workshops to determine business requirements. Completion of Proof of concept and Sandbox installation and setup for Loans Management system.
• Lead workshops with client and provided guidance to customer as to standard business content and customization needed to ensure successful implementation. Requirements gathering, validation of requirements and traceability to Blueprint documents.
• Work with Bank Analyzer team to define requirements and data model in SAP LM
• Completed Process definition documents, Functional specification documents.
• Setup and delivery of Development system including Functional Unit testing.
• Defined and maintained Loans Management Data Requirements and Templates.

Confidential

Responsibilities:

• Responsible for setting up SAP RDS loans system including configuration and data for internal use as demo and training system.

Confidential, Des Moines, IA

Business Analyst - Bank Analyzer Consultant

Responsibilities:

• Responsible for Business Blueprint, workshops, Proof of concept and Sandbox installation/setup for Bank Analyzer system.
• Provided guidance to customer as to standard business content and customization needed to ensure successful implementation.
• Completed Business requirements documents, System requirement documents and Function area design..
• Defined and maintained Bank Analyzer Data Requirements Definition and Templates.

Confidential

Business Analyst - Internal Accounts Lead

Responsibilities:

• Responsible for Business Blueprint and configuration of AFI for Internal Accounts work stream.
• Provided guidance to customer as to standard business content and customization needed to ensure successful implementation.
• Team Lead for Internal Accounts work stream.
• Write Business Blueprint and configuration documentation for Internal Accounts
• Defined and maintained Bank Analyzer Data Requirements Definition and Business Blueprint in Solution Manager

Confidential

Configuration and Testing

Responsibilities:

• Define test scripts and test data to be used during Integration and End to end testing.
• Validate data in SDL area of Bank Analyzer for Profitability and Accounting for Financial Instruments. Maintain and run test scripts in HP Quality Center and Solution Manager.
• SAP Expert on End to end testing team comprised of customer and third party resources. Provided guidance to ensure successful testing of SAP components. On-site support for Profitability.
• Defined and maintained Bank Analyzer Data Requirements Definition in Solution Manager
• Performed data validation in Confidential services prior to transmission via ETL to Bank Analyzer
• Performed data validation in Bank Analyzer SDL layer of data sent from Confidential Services
• Maintained Test scripts in HP Quality Center
• Maintained Business Blueprint and configuration documentation for SDL
• Provided support to business users for Profitability (Funds Transfer Pricing)

Confidential, Charlotte, NC

Functional consulting support

Responsibilities:

• Provided guidance to bank, as a Confidential expert, as to how SAP would fit into current financial and management reporting and where gaps may occur. Served in advisory role as SAP representative participating in meetings and providing information for areas such as FI/CO, BI, Bank Analyzer and Accounting for financial instruments.
• Worked on a team that defined the dimensions to be used by SAP in the new modules that would provide direction for configuration that would satisfy the bank’s information needs.
• Performed fit gap analysis for FI and management reporting (including BI).

Confidential, Downers Grove, IL

Testing support

Responsibilities:

• Testing completed to customers satisfaction.
• Message system was kept up to date with resolutions provided within a reasonable time frame.
• Logistical support was provided with quality and timeliness.

Confidential, Chicago, IL

SAP-CO Team Lead

Responsibilities:

• Converted 35 transaction systems (mainframe and used created manual files) with new processing logic for posting into CO
• Became subject matter expert in interfacing of SAP-CO and SEM-PA to/from other systems.
• Significantly reduced month end processing time.
• Ensured quality and usability of costing data into SAP systems.

Confidential, Chicago, IL.

SAP-CO Team member

Responsibilities:

• Trained end users on SAP functionality.
• Redesigned business processes to improve performance thus saving the company time and money.
• Go-to source for end users with questions and problems regarding SAP-CO and SEM-PA.