SUMMARY

Senior Business analyst with a 25 - year career working with Fortune 500 clients on enterprise multi-million dollar projects ranging from organizational restructuring to business process re-engineering in business and technical operations. Areas of expertise include personnel, process development, technology upgrades, and over the counter solutions for the financial, federal, and state entities.

TECHNICAL SKILLS

• Business Analysis & Process Re-engineering
• Management & Mentoring (Business Analysts & Off Shore Resources)
• Critical Thinking
• Classic Problem Solving
• Requirement Gathering (JAD & JAR sessions)
• Project Documentation (RFP, BRD, FRD, Test plans, Test Cases, Use Cases, User Stories)
• Issue Management (Identification, Cause, Escalation, Resolution)
• Management Reporting (Project Status and Project Changes)
• Business Intelligence (BI) System Development
• SDLC (Agile & Waterfall)
• BPMN (Bizagi & Visio)

PROFESSIONAL EXPERIENCE

Confidential, Charlotte, NC

Senior Business Analyst

• Whole Sale Credit Provisioning - Populate Wholesale Credit information for standardization of data elements and processes to feed to downstream application including Master Data Elements, manual adjustments, and Common data elements across multiple business lines including loans, insurance, markets, and investments.
• Develop Sourcing level document element mapping and flow processing
• Interact with technical personnel for requirements clarification
• Requirement gathering with LOB SMEs
• Process flow documentation of Future State
• Technologies Involved: Word, Excel, Visio, Communicator, SQL Assistant Teradata, Toad

Confidential, Charlotte, NC

Senior Business Analyst

• Customer Digital DataMart - Populate Wholesale Customer information for risk management across multiple business lines including loans, insurance, real estate, and investments.
• Develop Sourcing level document element mapping and flow processing
• Interact with technical personnel for requirements clarification
• Requirement gathering and documenting
• Developed SQL queries for data retrieval, merge, and export for customer reviews and approval
• Create, escalate, and resolve open items
• Technologies Involved: Word, Excel, Visio, Communicator, SQL Assistant Teradata

Confidential, Charlotte, NC

Senior Business Analyst

• Enterprise End to End Data Registry and Movement - Populate data hub with information from intra and external business areas to be used by downstream applications.
• Develop Sourcing level document, use cases and user stories, and test plan for element mapping
• Requirement gathering and documenting in Jira & Rally using Agile
• Developed End to End Process flow for data sourcing and targeting for Federal Compliance and Auditing
• Customer interviews
• Developed SQL queries for data retrieval, review, and export to excel for customer reviews
• Create, escalate, and resolve open items
• Security development for application access, update, and reporting
• Technologies Involved: Hadoop, SharePoint, Word, Visio, Excel, Jira, Rally, Agile

Confidential, Charlotte, N

Senior Business Analyst

• iHub Sourcing Project - Populate data hub with information from internal and external business areas to be used by downstream application. Information included loans, insurance, investments, real estate, and General ledger.
• Develop Sourcing level document, traceability matrix, use cases and test plan for element mapping
• Developed End to End Process flow for data sourcing, gap analysis, and root cause analysis
• Training new business/data analysts as team increased.
• Create, escalate, and resolve open items
• Developed SQL queries for data retrieval and compare for special conditions for review with customers
• Security development for application access, update, and reporting
• Technologies Involved: Word, SharePoint, Excel, Visio, Waterfall, Agile

Confidential, Charlotte, NC

Senior Data Analyst

• FSR Profitability Migration Project - Ensure data migration for the Profitability System from Oracle to SAP platform for client and transaction level applications. Products included loans, insurance, investments, brokerage, and other banking products including digital banking.
• Develop Sourcing level document, GAP Analysis, use cases, traceability matrix, and test plan for element mapping
• Prepare and perform Unit, integration, system and user acceptance Test plans and tests using Quality center
• Access, validate, analyze financial data on SAP platform vs the “W”
• Collaborate on live meetings for team data analysis output development for CIT, SIT, and UAT testing of new SAP functionality
• Developed SQL queries for data retrieval, merge, transform, and combine data across multiple databases
• Technologies Involved: Waterfall, Word, SharePoint, Access, Excel, SQL Assistant, Toad, PowerPoint

Confidential, Charlotte, NC

Lead Senior Business Analyst

• QA Roadmap Project Provide strategic functionality for delivering Quality Assurance services to the AMES organization.
• Design Job Aids (Guidelines, template, checklists and forms) and Screen Mock Ups
• Documenting the As-Is State & Performing GAP analysis on the As-Is State
• Developing the To-Be State for SharePoint
• Redesign SharePoint Site and SOPs
• Presenting findings and recommendations to Executive Management
• Technologies Involved: Word, SharePoint, Snag-It, PowerPoint

Confidential, Concord, NC

Lead Senior Business Analyst

• Business Requirements Process - Project is to provide a best overall process for the business analyst area to gather requirements.
• Designed job aids for the business area (Checklists and forms)
• Requirements Gathering & Developed Requirement Project documentation. (RDs, Use Cases, and test cases)
• Conducted JAD & JAR sessions with business partners and technology using white boarding
• Developed As-Is and To-Be states of business and technology systems
• Providing unique solutions to complex business problems
• Managed other Business Analysts
• Technologies Involved: Word, Excel, Access, PowerPoint, SharePoint

Confidential, Charlotte, NC

Lead Senior Business Analyst

• Was assigned to the top 5 strategic and 12 tactical projects at Confidential to direct newly acquired business analyst on company operations including a new compliance tool.
• Requirements Gathering & Developed Requirement Project documentation. (RDs, FRDs, User Stories, and Use Cases) using Waterfall and Agile methodologies
• Conducted JAD & JAR sessions with business partners and technology using white boarding
• Developed As-Is and To-Be states of business and technology systems
• Interviewed and Managed Business Analysts
• Reviewed and standardized documentation by other business analysts
• Update Project and SOX documentations
• Conducted business analyst meetings & Quality Assurance for Documentation
• Technologies Involved: Word, Mainframe, Digital Services, Omni, Omni Plus, ERP, Visio

Confidential, Charlotte, NC

Owner/Business Consultant

• Responsible for assisting clients via consulting
• Develop Business and project use cases, user stories and project documentation
• Project management and business analysis for projects
• Conduct weekly meeting with Partners and clients
• Provide Contract development and contingency plans for clients
• Technologies Involved: Windows 10, Outlook, Visio, Word, PowerPoint, Excel, .COM, .NET

Confidential, Charlotte, NC

Lead Senior Business Analyst

• Product Master (PM) - Project was to provide Confidential with a single source of information on stock products by vendor. Product types include equity, equity options, commodity, commodity options, warrants, mixed options, preferred, and convertibles for brokerage services.
• Requirements Gathering
• Developed and provide Quality Assurance for Requirement Project documentation. (RDs, FRDs, and Use Cases)
• Coordinated activities of offshore teams
• Created Security Profile, Test plans, and Project Manuals for use cases for business personnel
• Technologies Involved: Word, Excel, Visio

Confidential, Greensboro, NC

Lead Senior Business Analyst

• Participated on Project to enhance and develop EDI (ANSI x12 & XML) and other Web based applications.
• Developed System Requirement Document (SRS) for relocation of the IS Data Center
• Developed Requirement Project documentation. (RDs, FRDs, and Business Use Cases)
• Liaison between business units and developers
• Prepared Weekly reports
• Mentored Junior Analyst
• Peer Review of Documents & obtain End User Sign off
• Technologies Involved: XML transactions, EDI transactions, Word, Visio

Confidential, Tallahassee, FL

Senior Lead Business Analyst/Assistant Project Manager

• Replacement of the current licensing and monitoring system on a mainframe to new web base Oracle licensing system for all licensed and future license professionals in Florida that integrates State & Federal regulations, licensing, accounting, and law enforcement BI information.
• Led requirement gathering JAD sessions
• Developed Requirement Project documentation. (BRDs, FRDs, and Business Use Cases)
• Prepared functional and workflow diagrams (As-Is and To-Be)
• Data Modeled data from the old system to the new system
• Liaison between business units and development personnel
• Established system boundaries and interrelationships to provide team focus.
• Management Information Systems that included GIS information for reporting
• Created Security Profile and management
• Technologies Involved: Word, Excel, Access, SharePoint, Project, Visio, .COM. GIS

Confidential, Greenville, NC

Senior Lead Business Analyst

• Replace and enhance current Data Verification of system conversion for dealership services for new dealerships, expansions, and closures for reporting to CRM system.
• Point of contact for all business and system related issues
• Researched and documented issues in MS Excel spreadsheet
• Gathered status of issues from Subject Matter Experts
• Scheduled meetings with business units and regression testers
• Tracked issue resolution processes and reported to Executive management on a weekly basis
• Developed Security profiles for web based application access, update, and reporting
• Technologies Involved: Word, Excel

Confidential, Westerville, OH

Lead Business Analyst

• Major Information System replacement for Credit Card Services Division from a mainframe legacy system (FDR) to a relational database system (TSYS)
• Gathered requirements by leading JAD Sessions
• Developed Requirement Project documentation. (RDs and Business Use Cases)
• Produced Top Level and Detailed Functional Flow Diagrams (As-Is and To-Be)
• Data mapping elements from FDR to TSYS systems using MS Excel and Visio
• Developed ETL processes for total system migration
• Technologies Involved: FDR, TYSYS, Word, Excel, Visio, Access

Confidential -Martin Memphis, TN

Senior Lead Business Analyst

• Major Human Resource Information System Replacement for Department of Defense Personnel systems to a centralized one using PeopleSoft ERP.
• Gather requirements by leading JAD sessions
• Developed Requirement Project documentation. (RDs, FRDs, and Business Use Cases)
• Re-engineered process flows for payroll, personnel, and healthcare information system (As-Is and To-Be)
• Data Verification
• Developed data diagram models (ERD, DFD, WFD, and LFD) using Rational Rose
• Developed ETL processes to move data from FoxPro, Access, and mainframe files to the data warehouse.
• Mentored Junior Business Analysts
• Developed Security profiles for web based application access, update, and reporting
• Technologies Involved: Word, Excel, PeopleSoft ERP, Visio

Confidential, Tallahassee, FL

Senior Lead Business Analyst/Assistant Project Manager

• MIS Replacement for School District Information from mainframe to a web based application for the State of Education Regulatory Entity.
• High Level Facility Security Clearance
• Facilitated JAD sessions for Gathered requirements and use cases
• Liaison between business units and development personnel
• Developed Requirement Project documentation (RDs, FRDs, and Business Use Cases)
• Produced Top Level System Functional Flow Diagrams (As Is and To Be)
• Defined all system interfaces
• Established system boundaries and interrelationships to provide team focus
• Problem identification and resolution
• Completed basic requirement milestones early so that project could improve overall schedule
• Used SDLC to implement and finish software project
• Management Information Systems that included GIS information for reporting
• Developed Security profiles for web based application access, update, and reporting
• Technologies Involved: GIS, .COM, Word, Excel, Visio

Confidential, Detroit, MI

Senior Lead Business Analyst/Data Warehouse Architect

• Forecasting System Replacement for all vehicle parts for all divisions from various systems to a centralized Oracle platform for ERP systems.
• High Level Security Clearance
• Gathered requirements
• Developed Use Cases
• Led business and technical review (JAD) meetings
• Produced the project scope document
• Reverse engineered existing databases and business process flows
• Process engineered the new business process flows
• Data modeled new database design
• Technologies Involved: Oracle Designer 200, Word, Excel, Access

Confidential, Columbus, OH

Senior Lead Business Analyst

• Year 2000 Compliance Verification
• Coordinator of offshore technical personnel
• Led technical meetings to verify information gathered from the business meetings
• Developed relationships with external software contractors to ensure Confidential has the most updated software
• Developed strategies to ensure Confidential was Year 2000 compliant on software and business processes
• Technologies Involved: Word, Excel

Confidential, Columbus, OH

Senior Lead Business Analyst/Project Lead

• Year 2000 Compliance Applications Re-engineering for E-commerce
• Gathered requirements
• Liaison between business units and technical personnel
• Led business and technical review (JAD) meetings
• Produced the New System Business Requirements Document and Top Level System Functional Flow Diagram
• Redesign operation center to utilize and optimize computer usage
• Developed corporate policy and procedures for system reporting
• Develop procedures for disaster recovery
• Set up PMO office and procedures for all new projects
• Technologies Involved: Word, Visio

Confidential, Columbus, OH

Lead Business Analyst/Project Manager

• Multiple project requirements generation for Web and mainframe applications requirements including E-commerce, ERP, and BI applications.
• High Level Security Clearance
• Team Development
• Project & Contingency Planning
• Business Process Re-engineering
• Liaison between business units, technical personnel, and coordinated with offshore teams
• Data Mapping, data dictionary and process flowcharts development (As-Is and To-Be)
• Data Warehouse design
• Technologies Involved: Word, Excel, Access, Mainframe, SAS