PROFESSIONAL EXPERIENCE

Confidential, Charlotte, NC

Business Data Analyst

Responsibilities:

• Documented teh data lineage between simulation, pricer, and aggregation risks models for both Bank capital (CCAR) and daily counterparty credit programs. Analyzed model documentation to build source - to-target traceability diagrams at teh attribute/data element level in ARIS.
• Identify and diagram data controls dat measure consistency, timeliness, and completeness.
• Mentored risk analytics teammates on teh proper use of ARIS modeling objects and developed a style guide to encourage a common appearance and style to teh diagrams.
• Worked wif subject matter experts and process owners to model processes supporting Deploying an IT Asset for teh enterprise IT Asset Management program’s target operating model.
• Developed a style guide for teh program’s modeling team to encourage consistency in pattern usage and increase teh readability of process models. Coached teammates on teh use of Tibco Business Studio and teh BPMN 2.0 specification.

Confidential, Charlotte, NC

BPM Consultant

Responsibilities:

• Define and build out teh application portfolio using Software AG’s Alfabet software, capturing application and component lifecycle, information flows between applications, and business processes supported by an application.
• Aligned applications, projects, and strategies to a business capability model and created visualizations to describe higher priority opportunities.
• Mentored client staff on use of Alfabet, teh APQC process taxonomy, and ARIS-to-Alfabet integration.
• Designed and implemented a methodology to validate source-to-target data files, including building tools to validate file layouts compared to specifications and loading teh data files into a Teradata database to support manual test case execution.
• Facilitated meetings between subject matter experts of data provisioning points to upstream and downstream systems to establish and document data lineage.
• Coordinated wif program managers to identify test cases for automated test execution by an offshore team and tracked teh results against daily test case targets for teh overall program.

Confidential, Charlotte, NC

Business Systems Consultant -

Responsibilities:

• Identified target data set from trading systems (sub-ledgers), documented transformation rules, and worked wif developers to build teh ETL processes to bring trades, positions, and general ledger entries into teh Finance Data Warehouse for teh Wholesale Bank. Primary focus was foreign exchange, loans, placements, and deposits/nostros.
• Performed QA testing/validation of teh loads and worked wif end users to reconcile teh new data loads to replace older, manual reports. Reports included profit/loss and regulatory reporting, including teh Fed’s Y-9C, TFC1, and TFC2 reports.
• Redesigned project processes to standardize practices across teh finance and IT teams. Coached other business systems consultants on how to write more efficient and TEMPeffective queries in T-SQL for teh SQL Server 2008R2 database.

Confidential, Charlotte, NC

Business Process Developer

Responsibilities:

• Designed, implemented, and supported teh business processes for a legal order case management system using Appian software for a large financial institution, including utilizing teh embedded rules engine. Teh pilot application automated customer and account searches using a global customer master, resulting in 14% of cases being decisioned by teh application, up from 0% wif teh legacy system. Cycle time reduced from 5 minutes down to 90 seconds.
• Mentored client staff on process design and activity decomposition while establishing design patterns dat allowed teh developers to align execution process models to teh business models.
• Team lead for one Scrum team. Coached business, software development, and testing resources on leveraging process architecture practices wifin Agile.
• Remediated client/counterparty data for Dodd-Frank and EMIR derivative trade reporting by analyzing booking models for an international bank. Managed teh remediation of counterparty accounts to increase teh accuracy of reporting.
• Designed an Oracle database to manage teh account remediation and wrote stored procedures to automate processing.
• Prepared client proposals and delivered client presentations to support marketing campaigns.
• Created project deliverables including charters, communication plan, and detailed business requirements to support Corporate Treasury projects, including upgrading teh Treasury workstation, FX and commodity exposure management, and mergers/acquisition/JV review and approval process.
• Supported all of US corporate treasury and global regional treasuries wif application support, change management, and process modeling.

Confidential, Charlotte, NC

Enterprise Business Architect

Responsibilities:

• Aligned 3,997 applications to a process framework to identify opportunities to rationalize application portfolio by looking for redundancy by process across lines of business.
• Led teh engagement wif each line of business for teh deployment of an enterprise process framework. Aligned LOB-level frameworks to teh EPF and identified gaps in teh framework mappings. Established a governance process for teh process framework to manage change requests.
• Integrated teh process modeling and BPM groups into a single community of practice. Developed and published teh community charter and set up structure for sub-communities.
• Revised teh process model QA practice, covering BPMN-standard adherence, consistent use of enterprise architecture tools, and leveling wifin sub-processes.
• Integrated process modeling techniques into teh Lowe’s SDLC, focusing on traceability from requirements to use cases, process models, and teh enterprise process framework.

Confidential, Charlotte, NC

Reference Data PRogram Manager

Responsibilities:

• Set up teh program management office for teh capital markets reference data program. Trained program leads on teh Bank’s Six Sigma and DFSS methodologies, tollgates, and standard deliverables.
• Established a program-level task action record, compiled work stream status reports, developed a communication plan, and led teh creation and approval of teh program charter.
• Modeled current-state trade capture processes for Equity Derivatives desk, encompassing people, systems, and activities. Identified redundant and inefficient activities while proposing a BPM solution in teh target state models.
• Supported line of business process modelers using ARIS Business Modeler. Responsible for governance and usage of teh standard process framework.
• Led a cross-LOB effort to align and standardize LOB-specific process frameworks into a division-level framework.
• Worked wif investment bank and Merrill Lynch representatives to create a common process classification framework.
• Mapped Confidential applications and operations FTEs to teh process framework. Combined teh Confidential and Merrill Lynch data to present a combined organizational view of TCO and associate costs by major process group.

Confidential, Charlotte, NC

Technology manager

Responsibilities:

• Managed a J2EE development team of nine FTEs and 4 offshore resources. Performed periodic reviews and annual performance plans. Forecasted hours by FTE by project by week. Total annual budget of US$2MM.
• Responsible for production support and new application development. Primary system was a retail brokerage account open system, consisting of Weblogic application servers, Oracle 10g database, and teh BPM/workflow system using Fujitsu Software’s Interstage Business Process Manager. dis system achieved payback wifin 12 months through a combination of paper savings and cycle time reductions. Reduced overall cycle times by 66% wif some accounts being opened wifout manual intervention in as little as 13 seconds.
• Represented teh Global Wealth and Investment Management division in Enterprise BPM forums and workgroups. dis established enterprise standards for process modeling tools, BPM servers, and rules engines.
• US Patent: Computerized method and system for creating a new brokerage account, issued April 2011
• Managed teh application development for teh reporting sub-project for retail brokerage New Account Opening, including revising teh business requirements, sizing teh Crystal Enterprise impact, and supervising teh activities of Global Delivery Center (offshore) resource.
• Third-level support for workflow templates and system interactions for retail brokerage New Account Opening. Modified templates and calls to web services as required.

Confidential, Charlotte, NC

Staff consultant

Responsibilities:

• Designed and wrote a Visual Basic application using an Oracle database to forecast fee income and discount teh revenue stream for teh time value of money. Teh application included data maintenance functionality, reports built wif Crystal Reports, and calls to stored procedures in teh database.
• Built a call-tracking application using Access to assist end user support team.
• Led an enhancement project for First Union’s own 401(k) plan. dis entailed working wif an MS Access programmer and a VRU programmer (voice-response unit), facilitating meetings, and assisting teh lead project manager in issue resolution. Teh system changes included: enhancing a customer service call-tracking, modifying a VRU, and report creation.
• Designed and wrote modifications to production applications using Access 97 and Visual Basic 5. Provided business analysis expertise to teh Defined Contribution Services department on a project team by translating user needs into functional requirements; completing unit, system integration and user acceptance testing; and developing teh required project management documents. Deliverables included teh project plan, test scripts, status reports, process diagrams, data flow diagrams, and teh service level agreement.

Confidential, Charlotte, NC

market systems analyst

Responsibilities:

• Managed teh development of a sales territory planning tool to track performance wif customers. Responsibilities included: determining teh scope of teh project, managing teh project time line, translating user requirements into technical specifications, testing teh program, developing a user manual, and training teh end users.
• Consulted wif sales representatives and management to provide customer-based information used during sales calls. Reports included volume studies, share of business (using external market data) analysis, and scope of operations summaries.
• Developed a competitor database containing global vessel-related information for strategic planning and tactical analysis. Maintained in MS Access, reports were generated to show vessel deployments in each competitor’s theater of operations. Extracts from other data sets (including market intelligence) were added to provide current, accessible profiles of competition.
• Developed PSI’s retail Market Share Monitor as a marketing information system wif PC access, including database administration, ad hoc queries, and analysis of data representativeness of a market.
• Prepared a local market analysis of Atlanta, GA, dat combined information from various marketing research sources (including Market Share Monitor, BrandTrack’s image and awareness studies, service quality research based on ServQual, PSI's Financial Services Research Program, and internal access optimization studies).