SUMMARY

• Confidential is an experienced sales, agile, and scrum professional with a penchant for building lasting and profitable relationships within and between companies and organizations.
• Technical strengths include sales/marketing strategy creation, agile implementation, scrum, kanban, product ideation, and business process re - engineering.
• Equally effective in autonomous sales manager, agile coach, scrum master, product manager, and roles spanning all areas of sales, process implementation, strategy, and optimization.

TECHNICAL SKILLS

• VersionOne
• JIRA
• Team Foundation Server (TFS)
• Microsoft Excel - Pivot Tables and V-lookups
• Microsoft Word
• Microsoft PowerPoint
• Microsoft Visio
• Microsoft Outlook
• Microsoft Access
• Mobile Cart
• Pocket Optimization Engine - CRM
• Micro Strategy 9, EDW
• Remedy
• OBO - On Behalf Of
• Manhattan DOM SCA
• CA APM
• CA CEM
• SharePoint
• VMware
• UNICA - PMT
• ALM 12 - Quality Center

PROFESSIONAL EXPERIENCE

Confidential, Charlotte, NC

Agile Coach

Responsibilities:

• Led agile transformation and developed agile structure for new scrum teams within GIS, serving as an agile coach for the organization
• Coached and consulted for executives while mentoring and training scrum masters for agile transformation in Access Management within GIS
• Wrote agile/scrum manual for teams and developed slideshows; hosted agile workshops to educate teams and leadership on agile/scrum
• Designated the specific types and number of resources for scrum teams; collaborating with SVPs and CTO to assign resources
• Led three teams as scrum master; Catalog Driven Forms, Access Reconciliation, and Onboarding Operating Model, through agile ceremonies; leading Sprint Planning, Grooming, Daily Stand-Up, Sprint Review, and Retrospective sessions, ultimately increasing productivity by 7 times
• Wrote story templates, definition of ready, and definition of done, while collaborating with Product Owner & Business BAs to manage backlogs

Confidential, Charlotte, NC

Business Analyst / Scrum Master

Responsibilities:

• Served as scrum master & business analyst for the first team in the WFA Agile transformation, facilitating ceremonies and writing stories
• Successfully lead Planning & Retirement team through redesign of Envision Page and modules on Brokerage Overview page for clients with $250k or more in investable assets; serving as Scrum Master, engaging in data validation efforts, creating testing protocol & investment charts
• Determined business requirements with business partners, wrote requirements documents in the form of BRDs, FRDs, use cases, user stories, and acceptance criteria for products, and ensured developers and testers had clear understanding of the various requirements and business rules
• Served as the lead analyst for broker-dealer consolidation project by identifying and helping define the scope of the project; eliminating needless business entities, streamlining audit and taxation effort, saving Confidential $11 million annually, and freeing up $1.3 billion of trapped cash
• Started Banking Industry - Young Professionals Association to promote the networking between young financial professionals as they rise through the ranks; hosted events at various establishments around the Charlotte metropolitan area while securing sponsorships

Confidential, Charlotte, NC

Project Coordinator

Responsibilities:

• Led team through project conversion and data transfer process to successfully rebuild 867 projects within UNICA and 200 personally
• Trained associates in the four processing phases for effective data conversion as per UNICA requirements, while teaching best practices to increase efficiency and efficacy of removing assignments, applying merchandise reset templates, and reassigning tasks, members, and teams
• Created macros and reporting models within Excel in order to significantly improve production and decrease average processing times
• Collaborated with key stakeholders to reconfigure workflows for conversion of projects with global visibility, influencing over $300M of sales

Confidential

Business Analyst

Responsibilities:

• Monitored performance of 48 fulfillment stores through daily reporting, scoreboard & dashboard creation, as well as ad hoc analysis utilizing Excel, DOM SCA, MicroStrategy EDW, & SQL Developer; distributing reports to executive team, including SVP-level decision-makers
• Served as the liaison between Confidential corporate and the fulfillment network; providing associates with DOM application technical assistance; functioned as the primary point of contact for incoming calls 'within the Command Center for the fulfillment network
• Collaborated with the .COM Fulfillment Network, IT Help Desk, Transportation, Customer Care, and Supply Chain Engineering departments to improve network processing, order fulfillment efficiencies, customer experience, and customer loyalty
• Provided store support for customer issues, escalating as necessary, and audits on aging and allocation failed units, while resolving store fulfillment issues, troubleshooting, and providing tactical as well as technical consultation regarding best practices and department protocol
• Utilized six sigma fundamentals to provide stress testing and business continuity planning to measure strategy imperviousness to known threats; collaborated in SDLC of requirements analysis, design, implementation, testing, and release of fulfillment application

Confidential

Technical Analyst

Responsibilities:

• Examined and analyzed data from 603 applications including Remedy, CA APM, and KRONOS using Excel to create PowerPoint presentations for vice president-level executives to continually justify executive funding for standing up the new IT Performance Monitoring Department
• Utilized SPLUNK, Remedy, CA APM, and CEM for report creation, application process monitoring, and data retrieval; to stimulate, substantiate, and explain executive decision making, while highlighting application performance and defining application standards
• Gathered training project requirements by collaborating with technical analysts, as well as application managers, project managers and engineers
• Analyzed performance reports and monitoring data, while identifying areas needing improvement and critiquing application alert systems; developing and presenting suggestions to bolster the monitoring coverage of current and future IT applications
• Created application training documentation; outlines, training guides, libraries, and various other training materials to teach end-users how to properly utilize performance monitoring applications to increase the efficacy of critical business applications; using Word, Visio, PowerPoint
• Developed department protocol and repeatable process documentation; uploading, creating, and organizing files and folders within SharePoint

Confidential, Atlanta, GA

Account Manager

Responsibilities:

• Managed sales accounts and relationships through Pocket Order Engine - CRM application and promotions through SharePoint
• Provided expert consultation on industry best practices to help clients achieve their monthly, quarterly, and annual profit and waste objectives
• Collaborated with owners and managers of hundreds of convenient store accounts increasing sales by optimizing inventory levels and strategically unveiling new products, while consistently staying in the top 20% of all account managers around the country
• Built relationships, even in initially hostile environments; ultimately diffusing situational issues and fortifying relationships for the long term