SUMMARY:

Technically sophisticated, analytical & results oriented professional with strong cross - industry experience, managing & working in a global environment with multi-million dollar budgets & small, medium & large size teams. Proven ability to manage client requirements & deliver multiple medium to large-scale projects in parallel. Act as a liaison between business users, internal technology teams & onshore/offshore development teams & translate operations requirements into custom technical solutions & provided operations support to sr. Management. Easily adaptable to changing & complex environments & working in a matrix organization. Proficient in various technologies, systems & software applications. Willing to travel.

ADDITIONAL CAPABILITIES INCLUDE BUT ARE NOT LIMITED TO:

Customized Application / Product Development

Continuous Performance & Business Process Re-Engineering

Team Leadership & Project Management Office

SDLC (System Development Life Cycle)

Identify Business Trends Based On Analytics

Advanced Excel & Access Analysis

Develop Financial Statistics Related To KPI

Technical Support & Troubleshooting

Conflict Resolution & Decision-Making

Financial, Risk & Compliance Reporting

Multi-Million Dollar Programs & Budgets

Operations Management & Change Management

CRM (Customer Relationship Management)

Quality Assurance & Testing

RUP (Rationale Unified Process)

RAD / JAD & GAP Analytics

TECHNICAL EXPERIENCE:

Operating Systems: Windows 2010, 2007, 2003, 2000; XP; NT; 98; 95; Sun Solaris/Unix

MS Office Tools: MS-Project 2010; MS-PowerPoint 2010; MS-Word 2010; MS-Excel 2010; MS-Outlook 2007

Databases: Oracle-10g, 8x; 8i; 7x; MS-SQL Server 2000; 7.0; 6.5; DB2 7.2; 7.1; 6.5; Sybase 11; MS-Access 2007; MY SQL; SQLPLUS; SQLNET

Hardware Management: Hardware procurement; Hardware installations; Upgrades / Maintenance & Troubleshooting; Data Center Moves

Reporting Tools: Crystal Reports; FRx reporting; Business Objects Reporting Tool; Oracle Reports, Essbase, Cognos;

Project Management Office Tools: PlanView 9.0, PMBOK, MS Project Server, Visio, Source Safe, PMO (Project Management Office), SDLC (Systems Development Life Cycle), ABCD Risk Matrix, Rational Rose; UML; CMM (Capability Maturity Model); ProFits-financial reporting tool; Agile Unified Process, Agile - SCRUM, Product Life Cycle (PLC

Audit, Compliance & Ethics Systems: SOX; Ethics Office; Global Legal & Compliance Office;

Investment Banking Solutions: Financial Statement Analysis; Integrated Cash Flow Model, Including 5-year projections; Debt & Interest Schedules; Revolver Modeling & Sensitivity Tables; Modeled Leveraged Buy-Out (LBO) & Merger Scenarios; Pro-Forma Financial Statements; GAP Analysis, Purchase Price Considerations; Synergies; Accretion/Dilution & Ratio Analyses; Other concepts; General Investment Banking Processes such as Pitching, Debt & Equity Financing & Sell-Side M&A

Treasury Solutions: Data Assurance, Corporate Technology, Change Management, Global Liquidity Risk Management, Liquidity Risk Systems, Federal Reserve Bank (FRB), Financial Services Authority (FSA), OCC, U.S. Department of Commerce - Bureau of Economic Analysis, Test Improvement, Business Process & Configuration Change Request Process

CRM & ERP Packages: Siebel CRM, Siebel Sales Automation Management, Siebel Partner Relationship Mgmt, Siebel Customer Data Integration, Siebel Customer Management, Siebel Customer Order Management, Oracle 11i- GL, AP, AR, PO, FA, CRM, Oracle Forms 4.0/4.5; Oracle Queries; Oracle Tables; PeopleSoft HRMS & PeopleSoft FinancialsSoftware Applications & Certifications Wealth Management; Data Warehousing;

Productivity Tools: Visio 5x, 6x; Rational Rose; Adobe Acrobat- 7x, 6x, 5x; 4x; Lotus Notes 4.5; Ultra Edit - 32; I-Cap; Word Pad; Note Pad; IT View; Net Meeting

Intranet / Internet: Dot Net Framework, Web Services, HTML, ASP/ASP.NET, XML, VBScript, JScript, MS IIS, Internet Explorer, Netscape, Mozilla, AOL

Quality Assurance & Testing: Mercury Interactive Test Director 7x, Winrunner, Loadrunner, Rational Test Suite

Development Related Products: Dot Net; D-HTML; J Script; ASP; JSP; Visual Café; Web Sphere-2.0 & 3.0; Java; J Run 2.3.3; JDK; EJB; Crystal Reports; Browsers-I.E 5.0/6.0; MS-Visual Studio/InterDev-6.0; Photoshop 5.5; Dream weaver 3.0; MS-Front Page; Flash 4.0; LAN/WAN design & data communications Standards; XML;MQ series; IT View

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Technical & Functional Project Lead

Responsibilities:

• Financial / CRM Analyst responsible for providing expert oversight in the development and implementation of new dynamic pricing model that generates competitive and profitable solar industry pricing
• Performed insightful analysis for finance to assist in reporting operating results for their respective departments
• Evaluated departmental data to determine unit cost, identify opportunities for efficiencies & the effect of increased business on unit cost for long-term planning
• Responsible for data gathering required for relationship/site managers to effectively re-price selected campaigns
• Responsible for creating reports & summary analysis measuring the relationship managers’ productivity, retention rates & actual monthly net revenue gains from re-pricing efforts
• Gather industry specific business requirements to develop reports, pivot tables & KPI’s models for presentations & publish summaries & findings for management & clients.
• Established & implemented CRM through SalesForce for marketing team
• Work closely with project stakeholders, SME’s & staff to understand the requirements & specifications for new applications
• Work closely with project stakeholders, SMEs, and staff to understand the requirements and specifications for new
• Sedgwick CMS: Business Data Analyst prepared and presented Call Center business cases, solution proposals and contribute information to the analysis of realistic and cost effective design alternatives, including procedural changes
• Recipient of the 2009 Award for Leadership by redesigning entire client base reporting system from a 3-week process to a 48-hour one man operation
• Streamline complex data sets for cause and effect ratios for call center metrics
• Extracted quantitative data through Avaya databases via SQL
• Liaison for customer / IT during analysis and requirements definition phase.
• Instrumental in building KPI analytics of trends used for call center and client costing for Finance

Subject matter expert

Confidential

Responsibilities:

• Recognized as an expert in GAP analysis for call center analytics through “What-If” scenarios.
• Develop, coordinate, and implement plans to test business and functional processes during system development and quality assurance testing phase
• Prepared and presented reports to senior management pertaining to center expenses
• Prioritizes requirements and adjusts scope as needed, and lead RAD/JAD consultations
• Contributes to implementing and improving processes and tools
• Create and assisted others in the writing of user documentation, instructions, and procedures

Confidential

Database & Direct Marketing Analyst

Responsibilities:

• Directed and coordinated activities in analyzing database and financial data to identify opportunities to increase the overall profitability of the property.
• Oversaw slot analytics used in determining utilization and performance of existing and new slots.
• Administered departmental budget to fund operations, maximize investments, and optimize operational efficiency.
• Evaluated financial information to determine present and future financial performance
• Utilized advanced methodology in segmenting customer database to determine upside and worth.
• Played a vital role in creating and developing the following, which increased corporate profitability:
• Detailed and summary trend reports used by senior management in strategic planning
• A pro forma and post-analysis for initiatives detailing the sources of income and expense and the resulting profit
• A trend analysis measuring actual and projected area market growth
• An analysis of competitors’ business levels
• Variety of ad hoc analyses used by senior management across various departments
• Technical Project Lead responsible for data validations and reviews transactions for compliance and regulatory filings.
• Develop training and user documents that drive operational efficiency.
• Collect and analyze performance data to identify potential problems and resolve them without impact to the customer
• Work closely with project stakeholders, SMEs, and staff to understand the requirements and specifications for new applications along with re-engineering the existing Confidential applications.
• Prepare business requirements documents (BRDs), system requirements specifications (SRS), system design specification (SDS), functional specifications, and defining project plans in MS Project
• Analysis and design of Confidential Business Banking applications using OOAD techniques, UML and Design Patterns
• Design requirements and analytics to develop use test cases used for business and data modeling scenarios
• Maintained RUP’s Iterative Software Development Life Cycle process (SDLC) at all stages of Confidential projects
• Performed Gap analysis, Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis, Risk analysis, and Cost/Benefit analysis
• Responsible for Confidential JAD facilitation within Asset Management group in order to gather, synthesize and prioritize requirements using interviews, document analysis, requirements workshops, site visits, and surveys.
• Successfully administered User Acceptance Testing (UAT) and verifying performance, reliability and fault tolerance issues.

Confidential

Senior Business Analyst / Data Analyst

Responsibilities:

• Participate as a key member of a cross-functional internal Confidential team to identify/analyze/define
• Current state and gap analysis
• Business opportunities, requirements and recommendations
• Implementation strategies to covert Confidential Legacy
• Review, analyze, create and ensure all detailed documentation of business and user needs accurately reflects current status and outstanding issues
• Import, clean, transform, validate and model data with the purpose of understanding or making conclusions from the data for decision making purposes
• Design, develop and maintain large relational databases for collecting client and market data from various internal and external sources
• Write Data Definition Language DDL or Data Manipulation Language DML SQL commands
• Design and present conclusions gained from analyzing data using statistical tools charts, graphs and tables to Confidential ’s Director of Operations
• Analyze the business unit's activities and trends to compare against industries best practices
• Assist with developing recommendations to positively impact business results via findings
• Communicate status against the plan as well as, opportunities and threats to achieving business results
• Business Analyst to research multiple source systems for multiple business units (Fixed Income, Derivatives, Foreign Exchange, Equity, Loan Trading) for purposes of creating data mapping documentation and relationship diagrams for their internal Galaxy system, which is a repository for specific data from various Capital Markets source systems.
• Identified and documented business solutions appropriate to project objectives with unit managers
• POC for communications with vendors and business contacts throughout the Sun Trust organization
• Built workflows of new products from inception to settlement, with information of technology solutions in place
• Rapidly understand usage of systems currently in place as well as how new systems will be used
• Formulated logical statements of business requirements, researches and evaluation of alternative solutions, and recommend the most efficient and cost effective solution for system design
• Responsible for turnover of business requirements to development organizations, interacting with designers to understand any limitations. Assist development team by providing use cases, flow charts, or database design.
• Performed system testing. Assist with UAT and verifies test results to ensure business needs have been met, maintaining all project documentation as appropriate per IT processes.
• Owned updates to data diagrams to ensure they are current for assigned lines of business, in conjunction with functional analysts

Confidential, Memphis, TN

Sr. Business Analyst & Project Manager

Responsibilities:

• Effectively design and implement Change Control and Scope Management procedures.
• Develop strategy for system architecture and the design of infrastructure necessary to support corporate strategy
• Respond to reported issues and perform analysis and resolution activities to ensure that Service Level Agreement commitments are met or exceeded to Tier 1 clients
• Implemented Confidential 401k tracking and document imaging financial system
• Analyzed business process workflow, created requirements definitions, and prepared functional specifications
• Liaison between finance and MIS to investigate, design, and test rebate tracking system to monitor $6 million annual rebate income
• Wrote functional specifications based on business requirements solicited from top management
• Completed GAP analysis between original rebate tracking system and proposed new system
• Created ad hoc reports using AS/400 Forms: 400 report writer
• Prepared vendor proposals and conducted research for $415,000 document imaging application
• Controlling, tracking and reporting activities to ensure efficient development and implementation of applications under an aggressive timeline.
• Responsible for effectively managing resources required to procure and stand-up any hardware and additional software associated with the site implementation.
• Effectively communicate with both internal and external customers, team members, vendors and all members of the senior management team.
• Produce/maintain/review project implementation plans which include a detailed MS Project Plan with Resource Allocations, Major Milestones and Timelines.
• Effectively manage scope, issues, risks, resources and internal/external customer expectations.
• Manage project budget, schedule, tracking and reporting.

Confidential, Clark, NJ

Analyst & Project Lead

Responsibilities:

• Lead Engineer for enterprise-wide solution using a data-modeling tool (CORE) within an object-oriented environment
• Formulated and delivered a data “roadmap” with functionality from a single-user workstation to a large and distributed client-server environment
• Ensuring that the data model and process model accurately reflect the business unit processes and are reconciled with Confidential Global PMO and each other
• Designed the Confidential Revenue International and Domestic Billing Systems, enabling multiple teams to communicate unambiguously with full data definitions and drill down capabilities.
• Provide executive visibility to project, program, portfolio and functional level status, issues and risks/cost.
• Responsible for forecasting, budgeting and related variance analyses as well as various ad hoc analyses and special projects via Excel pivot tables and charts.
• Traditional finance transactional review and support.
• Prepared all financial statements and measured financial performance using variance analysis
• Incorporated financial modeling and cost accounting in evaluating revenues, expenses, and margins
• Analyzed business process workflow, created requirements definitions, and prepared functional specifications
• Spearheaded product and customer data warehousing project, via Summit D methodologies
• Financial reporting and analysis responsibilities include development, implementation and interpretation of financial management reports for line managers and business managers for annual operating plans, quarterly forecasts, and period closes.
• Conduct data quality initiative to rid system of old, unused, or duplicate data (profiling, auditing, cleansing)
• Data Warehousing Manager. Supervised a team of consultants for a high profile project involving Siemens Executive HR/Payroll System, which involved mapping current database structure to PeopleSoft internal tables, panel layouts, writing SQR/SQL reports for extracts and constant communication with HR president
• Responsibilities include the development of project scope and definition, detailed project planning, critical business requirements, testing strategy, progress reporting, issue tracking and resolution, and implementation.
• Provided leadership and direction to project teams by understanding business processes, gathering requirements, managing scope, identifying potential issues, and ensuring execution of projects in a timely manner.
• Presided over a team of consultants for the implementation of a worldwide effort to convert Oracle Overseas Core database to OLAP technology using multidimensional methods
• Enhanced the performance metrics reporting process, which included defining and gathering metrics requirements for the matrix organization, defining benchmarking metrics with AT&T competitors, performing industry research to identify industry standards for collecting and reporting information risk metrics to senior management.
• Serve as a liaison between multiple business and technology teams to assess impact and ensure timely execution of cross company global projects that are critical for a successful project delivery.