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Sr. Systems Analyst/project Manager Resume

Westlake, TexaS


  • In depth systems analysis and project management experience in finance, accounting and compliance.
  • Extensive knowledge about the anti money laundering laws, procedures and practices.
  • 15 years of managing software development life cycle (SDLC) within financial services industry.
  • Strong technical background utilizing Confidential products and platforms to support key Corporate Compliance initiatives and maintain large - scale, highly sensitive data sets.
  • Scope planning, schedule development, budget and cost control.
  • Proven ability to manage and motivate project teams and earn respect at all levels in an organization from financial associates, to technical staff, and to executives alike.
  • Successful in managing enterprise software development life cycle projects utilizing agile methodologies, framework (i.e. Lean, Scrum, Kanban) and collaboration tools such as IBM Rational Team Center (RTC) and MS Project.
  • Excellent vendor contract and negotiation skills both prior and during project execution.
  • Goal-oriented with strong leadership capabilities.
  • Ability to mentor other team-members and business leaders achieve their goals by ensuring projects are aligned with the strategic needs of the business and by supporting everyone’s objectives.
  • Organized and highly motivated problem solver.
  • Effective and confident trainer to both internal and external business audiences.


SOFTWARE: Great Plains, Solomon, Macola, PeopleSoft, Lawson, GEAC SQL Financials, Vertex MS SQL Server, Oracle, Oracle database navigation tools (i.e. SQL Navigator, Toad), Brio, Informatica, Crystal Reports, FRx, MS Project, Visio, IBM Rational Team Center (RTC), Confidential Case Manager (RCM), IBM Portfolio/Project Management (PPM)

PROGRAMMING LANGUAGES: SQL, Fortran, Cobol, Visual Basic, JavaScript


Sr. Systems Analyst/Project Manager

Confidential, Westlake, Texas


  • Managed day-to-day execution of projects related surveillance and implementation of new detection models for the Anti-Money Laundering Office (AMLO) and the Ethics Office.
  • Understanding of AML data sets, policies and procedures in creating effective surveillance models.
  • Experience implementing large-scale customer/employee profiling investigations models with Confidential Intelligence Server (AIS) and Confidential Case Manager (ACM) utilizing Confidential analytics engines as well as Forms, Workflow, XLS, Dashboards and Dart.
  • Worked with stakeholders and Project Sponsor to ensure project scope definition meets business objectives and stays aligned with the business case.
  • Drove adherence to project processes, procedures, methods, and standards for project delivery and leverage across the project
  • Responsible for timely communication of status updates, new issues and risks identification to all stakeholders.
  • Identified risks which impact project delivery and ensure mitigation strategies are developed and executed when necessary
  • Directed project scoping and plan development, including iteration planning and estimation exercises (backlog grooming) according to the firm’s Agile development methodologies.
  • Effectively managed virtual Agile teams using video conferencing and IBM Rational Team Center (RTC).

Senior Systems Analyst

Confidential, New Braunfels, Texas


  • Adhered to established Agile development methodology, standards, procedures and systems
  • Worked with business users to document processes, gather requirements, and conduct user interviews and process reviews
  • Worked with IT Staff, consultants and end users to define project specifications that meet business requirements supportive of Confidential ’s key strategic goals.
  • Provided maintenance support on current third party and custom applications
  • Assisted business and IT support team with troubleshooting resolutions for escalated support items
  • Provided guidance and to less experienced application support staff
  • Provide end-user support whenever required and trouble-shoot software/application issues as they arise
  • Administered key efforts for corporate personnel in need of Finance/Tax software application through demonstrations, classes and one-on-one sessions.
  • Supported Corporate Tax team and Vertex Enterprise application to ensure accurate taxation compliance in both Sales/Use tax as well as income tax efforts.
  • Conducted and directed needs analysis and process improvement efforts with clients to help in Managed Accounting staff in Accounts Payable, Accounts Receivable, Payroll and general sales & use tax functions, policies and procedures.
  • Assisted Accounting Staff in scrubbing current data and chart-of-accounts to help optimize current Accounting ERP/Accounting systems.
  • Experienced with various Microsoft customization tools available to provide straight through data process whether it be order entry or web-based data.
  • Experience administering multiple payrolls as well as assisting payroll staff for comparing complex payroll cycles.
  • Familiar with banking reconciliations including the intricacies of FICA payroll adjustments and their ramifications on payroll reconciliations.
  • Provided reporting expertise via FRx software, SQL Server Reporting Services, and other Oracle based reporting tools to aid the ever growing corporate reporting needs.
  • Well versed in installing controls within the Accounts Payable group regarding 1099 Vendor Payable items to reduce year end 1099 errors before they happen.
  • Trained accounting/finance staff on system functionality (including 3rd party apps/modifications) in order to help reduce day-to-day errors and increase system ROI for senior finance team.

Product Manager

Confidential, New York, New York


  • Managed a very large financial ERP system and payment processing website including client reporting, transaction issue resolution, product road mapping, and overall strategic vision for the Corporate Finance team.
  • Heavy emphasis on business process reengineering and aligning ERP applications (as well as other integrated business systems) to maximize ROI/operational efficiency for a growing Internet based company.
  • Additional emphasis on managing overall financial system portfolio from a strategic point in order to help create the three year financial systems product roadmap including our payments product integration points.
  • Provided client support on accounting systems selection (Oracle vs. Great Plains) as well as requirements gathering and documentation for the selection/RFP process.
  • Managed Third Party payments platform product, issues and roadmap while migration to a more stable platform for outgoing payments is implemented.
  • Provided reporting expertise via FRx software for setup of financial reporting for ever growing corporate reporting needs.
  • Redesigned major in-house integration of 1099 Vendor Payable items to reduce major portions of yearly manual work needed to finish approximately 15,000 1099’s.
  • Created financial reports via Microsoft SQL Server Reporting Services that could be emailed automatically to appropriate business owners for various critical month-end financial analyses.
  • Provided ERP system (including 3rd party apps/modifications) to a variety of different clients around Great Plains core Financials modules and applications.

Sr. Technical Business Systems Analyst

Confidential, Trumbull, Connecticut


  • Provided support to end-users of internal revenue recognition application (Oracle backbone) and managed Informatica ETL sessions associated with all revenue data.
  • Managed all projects/project teams related to revenue recognition system modifications/enhancements (including IT solutions team members for major enhancement modifications or personally using SQL/PSQL with UNIX/Informatica to make minor changes).
  • Handled reporting minor requests via SQL/PSQL and Brio to support user requests for enhanced/additional information.
  • Supported the global Lawson ERP users (approximately 80 users) on issue resolution, reporting requests and all future enhancements/implementations.
  • Worked with global finance team and off-site development staff to ensure requirements/needs analysis and design was documented and aligned with corporate strategic initiatives.
  • Coordinated efforts between global finance group and development group to ensure thorough and adequate test case scenarios were created as well as ensuring proper user acceptance testing principles were adhered to for all system enhancements.
  • Performed heavy revenue recognition system/ERP data analysis, data reconciliation and data control measurements (mostly SOX compliance enhancements both system and process oriented).
  • Periodically held sessions to help internal functional business users understand how data flows throughout our organization and how it ultimately ends up on our financial statements (heavy emphasis on our revenue recognition model).
  • Managed Corporate Finance reengineering work-flow and processes to include new corporate objectives (Company was sold and reorganized in October, 2005).
  • Developed 3-year ERP strategy and road map to reduce software and support costs by 7-10% per year.
  • Implemented key internal control structures for use in Sarbanes-Oxley sections 404 and 409 .
  • Developed key financial metrics for new SEC reporting requirements.
  • Identified and documented key Continuity (disaster recovery) plan items for the Corporate Finance group.

ERP Systems Consultant

Confidential, New York, New York


  • Heavy emphasis on business process re-engineering and aligning ERP applications & integrated business systems to maximize ROI/operational efficiency.
  • Additional emphasis on managing overall financial system portfolio from a strategic point in order to help create the three year financial systems product roadmap including our payments product integration points.
  • Provide client support on accounting systems selection as well as requirements gathering and documentation for selection/RFP process
  • Manage strategic initiatives to ensure the successful implementation of accounting software and other related third-party products.
  • Provide reporting expertise via FRx software for setup of financial reporting post implementation.
  • Help design databases within Microsoft environment for integration into back-office accounting environments.
  • Provide ERP system (including 3rd party apps/modifications) to a variety of different clients.

ERP Financial Systems Analyst

Confidential, Norwalk, Connecticut


  • Managed financial systems support, long-term systems strategy, and vendor contract negotiations for a major e-commerce travel website.
  • Directed the support of financial data integrations in to back-office and project management for ERP/HR applications group (approximately 50 end-users supported day-to-day).
  • Managed staff of two Oracle programmer/developers in charge of Oracle-based refund system and financial data transformation from Website into ERP application (e.g. via Informatica).
  • Coordinated and documented requirements gathering meetings with internal business users and development staff.
  • Responsible for minor programming changes (i.e. Informatica, SQL/PSQL, VB) to support enhancement requests.
  • Lead all Business Intelligence and reporting initiatives for Corporate Finance group.
  • Responsible for product road mapping and strategic initiatives for all Corporate Finance systems.
  • Renegotiated approximately 80% of current vendor contracts to include ongoing savings of $80,000 per year.

Business Consultant

Confidential, Stamford, Connecticut


  • Managed sales cycle and pipeline as well as project management for a financial systems consulting boutique.
  • Senior project manager on multiple concurrent software implementation projects.
  • Heavy emphasis on client with focus on reporting, data reconciliation, core financials business process and integrating various business system data into ERP application.
  • Responsible for cultivating long-term sales pipeline opportunities (i.e. application info-sessions/web casts) as well as closing newly qualified business opportunities.
  • Internal product/program manager for Great Plains line of financial software.

Technical Support Analyst

Confidential, Norwalk, Connecticut


  • Provided technical and functional support to clients on Confidential Progression Series financial software for a major e-commerce solutions provider.
  • Provided implementation consulting to clients converting to Confidential Progression Series.
  • Trained internal and external clients on Confidential software, report writing and system admin.
  • Created all client materials and documentation for Confidential classes.
  • Provided application support to clients on how to engineer internal business process flows to mirror PSI and Confidential software best practices.
  • Helped provide technical application support to clients.

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