SUMMARY:

• Confident Project Manager and Senior Business Analyst with demonstrated success in navigating both technology and business/domain knowledge in an agile/scrum environment to deliver business results; proven ability to elicit business requirements for highly - visible CRM projects (e.g., Salesforce.com), including use cases, flowcharts, specifications for developers, business modeling, training design and delivery, and testing methodologies; career-long record of increasing responsibility, stakeholder satisfaction, team building, and a reputation for being able to work through the issues to reach business goals; experienced at working directly with customers, technical teams, and C-level management; experienced in developing business and technical solutions that accomplish client goals and satisfy business needs across multiple organizational dimensions.
• CRM Implementation (Salesforce, CPQ) Agile/Scrum
• Software Development/Configuration Project Management
• Business Analysis Data/Reporting Analysis
• Financial Analysis/Financial Modeling Experience Developing Business Strategies
• Consensus Building/Team Leadership Process Improvement

SOFTWARE:

• Salesforce.com
• Visio
• MS Project
• Excel
• PowerPoint
• MS Access
• Word
• FrameMaker
• WordPress
• JIRA (User and Admin)
• Confluence
• Subversion
• Business Objects
• Hyperion Essbase
• XML
• Adobe graphics and publishing
• Corel graphics applications
• Basecamp

EXPERIENCE:

Confidential, Austin, TX

CRM Consultant/Project Manager/Senior Business Analyst

Responsibilities:

• As Project Manager and Senior Business Analyst, successfully delivered case management system migration to Salesforce.com.
• Software development and configuration done using agile/scrum methodology.
• PM responsibilities include coordinating schedule, resources, and project milestones/deliverables.
• BA responsibilities include developing user stories, eliciting business requirements, and process consulting.
• Senior Business Analyst for Contract Lifecycle Management software vendor selection & implementation.
• Support vendor selection process, system roll-out, training, documentation, and issues resolution with an implementation partner.
• Part-time JIRA administrator (application configuration, maintenance).

Confidential, Austin, TX

Senior Project Manager

Responsibilities:

• Project Manager for Salesforce.com software implementation, brought in to deliver project closure.
• Managed system roll-out, training, documentation, and issues resolution with an implementation partner.
• Responsibilities include coordinating schedule, resources, and project milestones/deliverables.

Confidential, Austin, TX

Senior Project Manager

Responsibilities:

• Project Manager for Confidential CPQ software implementation (sales force enablement).
• Software development and configuration done using a hybrid agile/waterfall methodology.
• Managed multiple simultaneous projects in Industrial, Telecom, and Health Care. Value: $1.2m.
• Responsibilities included managing schedule, budget, resources, and project milestones/deliverables.

Confidential, Austin, TX

Senior Consultant/Senior Business Analyst

Responsibilities:

• Senior Business Analyst/Reporting Analyst for Confidential
• Software configuration using agile methodology.
• Contributed to multi-year project designing and maintaining electronic workflows for large Telecom client’s service application.
• Provided ad hoc reporting through customized Access databases and Excel.

Confidential, Austin, TX

Senior Consultant/Senior Business Analyst

Responsibilities:

• Key contributor to 6-month process documentation and improvement project, in preparation for new Registration system procurement and implementation.
• Through interviews and research, developed documentation on current processes and state of the business.
• Developed Access database to help document, reconcile, and manage incoming data elements.
• For Confidential, developed responses to RFPs and RFIs.

Confidential, Austin, TX

Senior Reporting Manager

Responsibilities:

• Managed reporting process and deliverables for event metrics captured via RFID; three direct reports.
• Documented and delivered organizational training for new and existing reporting products; documented new and existing report offerings; managed reports portfolio.
• Maintained reporting environment; designing, developing and delivering future reporting infrastructure.
• Delivered reporting product/service demonstrations to customers.
• Used Salesforce.com to forecast upcoming workload for team.

Confidential, Austin, TX

Senior Business Analyst/Project Manager

Responsibilities:

• Managed client software implementation project teams for CRM software.
• Worked with customers to define and document business requirements.
• Led development team ensuring configuration and installation of software met client requirements.
• Experience includes software configuration and installation for Federal Agencies.
• Monitored testing processes to ensure installations met client expectations.
• Designed and delivered end-user training.
• Developed training guides and other documentation.
• Supported senior management in special projects.
• Facilitate strategy discussions with executive team and document strategic plan; standardize contract language for key project deliverables.
• Assisted with the design and update of the company Web site.
• Developed responses to RFPs and RFIs.
• Led company-wide adoption of Salesforce.com; documented processes and created organizational structure; provided training for end-users.
• Software development and configuration done using a hybrid agile/waterfall methodology

Confidential, Houston, TX

Senior Business Analyst

Responsibilities:

• Partnered with IT department and external vendor to define business requirements and implement Business Objects reporting system for Finance and Accounting Department.
• Created documentation for project, implemented testing, created and delivered targeted training to 60+ professionals to onboard them to system.
• Supported senior management in 1-, 3-, and 5-year budgeting and planning cycles.
• Defined requirements to develop advanced financial modeling and decision support for ad hoc projects.
• Produced monthly reporting of business results to Board, quarterly business results package for senior management, and annual presentation packages for ratings agencies (e.g. Moody’s, Standard & Poor’s).
• Worked with external consultants on activity-based costing project to determine fixed, variable, and fully-loaded cost of internal activities and how to price services to JV partners.

Confidential, Houston, TX

Product Cost Manager; Senior Financial Analyst

Responsibilities:

• Managed product costing process for $15 billion computer hardware group; four direct reports.
• Led project to merge processes and systems between Confidential and Confidential Cost centers worldwide.
• Facilitated requirements sessions, tracked and prioritized requirements.
• Managed communications and escalated issues as required.
• Tracked risks and resolved issues/conflicts among stakeholders.
• Provided advanced financial modeling and decision support for ad hoc projects.
• Evaluated potential/ongoing projects through assessments and analysis; assessed financial impacts of contracts and supported negotiations with other departments and vendors.
• Analyzed and reported monthly/quarterly revenue results to management; lead analyst for $80m annual operational expenditure budget (25% of the division).

Confidential

Services Marketing Intern

Responsibilities:

• Supported new business selling Confidential medical equipment bundled with service contracts in Eastern Europe.
• Increased revenues of in-house program 200% over six-month internship period; increased quotation success rate from 8% to 77%; generated incremental contribution margin of $536,000 for project; reduced quotation cycle time from 15 days to 8 hours; participated in Six Sigma Green Belt training and project.
• Designed and implemented a database that generates and tracks quotes and enables process control.

Confidential, Dallas, TX

Marketing Intern

Responsibilities:

• Created Web-based tool for training salespeople in accounting and finance principles and vocabulary.
• Authored proposal for developing European franchise.