EXECUTIVE SUMMARY:

Confidential is a Project Manager/Coordinator/Business Analyst professional with 30 plus years of experience in technical consulting, information systems, business analysis, training and sales support. He is e xperienced in team leadership, training and development and is confident as a presenter and facilitator. Confidential has strong organizational and time management skills.

EXPERTISE:

• Project Coordination/Management
• Agile/Scrum/Kanban
• Business Analysis
• Quality Analysis & Testing
• Information Systems Facilitation & Training
• Team Leadership
• Time and Organizational Management
• Systems & Sales Support
• Documentation Creation & Maintenance
• Industries
• Insurance
• Healthcare
• Manufacturing
• Distribution
• Communications
• Utilities
• Retail
• Banking

PROFESSIONAL EXPERIENCE:

Confidential

Product Owner

Responsibilities:

• Responsible for defining stories and prioritizing the Team Backlog.
• Streamlined the execution of program priorities while maintaining the conceptual and technical integrity of the features and/or components for the team.
• Established a high level of quality control through Development and Testing.
• Provided a high level of support while driving all stories and team Members to deliver all work to an acceptance of done.
• Established Solutions, Technology and Collaboration with Collocated Teams to assist through the solution delivery.
• Contributed IDEAS to the vision of the project and program backlog.
• Supported Balance & Control activities, verifying file content and accuracy of record counts.
• Executed updates to various system lists, executed processing tasks and validated outputs.
• As the Lead for the team, owned the backlog and its implementation.
• Defined the iteration (Sprint) stories and accepted iteration increments as needed.
• Drove iteration goals and content via prioritization of stories.
• Established story acceptance criteria and stories into the baseline.
• Maintained the team backlog with input from architecture and the Business Stakeholders as needed.

Confidential

Business Analyst / Support Analyst / Data Analyst

Responsibilities:

• Accomplished AML Program objectives by providing skilled support of the aligned AML application(s).
• Focused on the relationship between the aligned application to the U.S. AML Office and the responsible technical teams either within the LOB/LE or BMO T&O.
• Supported the proper escalation and management of issues which impacted the aligned application through intake, triage and ongoing reporting. Issues included challenges with system functionality, performance concerns, identification of problems with data quality or changes required to meet business needs.
• Drove initiatives to improve the capabilities of the aligned application based on identified risk and control gaps.
• Provided support and execution of data controls supporting the data moved in and out of the aligned application.
• Supported data intake, preparation, tracking and upload to the WLM application through shared drive movement or ftp functionality.
• Supported data movement and upload leveraging FTP processes.
• Supported Balance & Control activities, verifying file content and accuracy of record counts.
• Executed updates to various system lists, executed processing tasks and validated outputs.
• Leveraged existing procedures & job aids to execute processes, providing effective challenge and ideas to strengthen processes.
• Performed system support, triage or issue resolution tasks as required.
• Supported documentation creation and maintenance.
• Defined Process Flows and Maps via Visio.
• Followed end user requests to prepare and execute screening activities.
• Maintained data preservation through archiving original data source feeds.
• Regularly performed tasks within Microsoft Word, Excel and SharePoint.

Confidential

Intermediate Business Analyst

Responsibilities:

• Lead BA in Functional and Project Management area using Agile Methodology.
• Gathered and documented requirements from a moderately diverse user community.
• Translated requirements to functional design documents for moderately complex systems/processes.
• Created new future state Process Flows and Maps via Visio Software
• Interacted with application developers to communicate user needs and requirements.
• Reviewed current state reports and compared to future state/system reports for completeness.
• Reviewed current state Tableau reports to future state/system reports for completeness.
• Interacted with additional vendor teams to define requirements, reports and validated security level needs for a future state.
• Operated successfully within a larger team through integration and implementation of systems.

IT Business Analyst / Project Manager

Confidential

Responsibilities:

• IT Project Manager that met with Field Project Managers on five different Projects to review status of the Project, discuss timelines and milestones, issue management, systems challenges and needs of the Client Confidential all levels of the organization.
• Assigned to facilitate Agile/Scrum meetings to do Sprint planning, Backlog refinement, Product Release Management in Production, Change Request planning, Testing Planning and systems needs to meet client SOW.
• Assigned to lead training of Field Pro software used by Project Managers and Client Supervisors in the Field to do all work in the Work Order Management System.
• Responsible for documenting all meetings and facilitated discussions with team members and clients.
• IT Business Analyst that met with clients and actively participated in discussions to define and capture business issues/process and requirements for work order management, inventory, asset management and billing systems.
• Developed specifications to support interfaces between the Confidential Client Systems.
• Assigned to work on workflow design of field data for different meter projects.
• Created new Process Flows via Visio
• Assigned to work on internal project team’s requirements for reporting and procedural needs.
• Assigned to work on analyzing business requirements and identifying options and recommend solutions to the customers and internal staff members that supports the Confidential values of Safety, Professionalism, Teamwork, Integrity, Performance, and Sustainability.
• Performed evaluations of software, for IVR and CRM that were being considered for implementation within the Confidential organization for future use, performance improvements and technology advancement.
• Attended IFS/FSM training to gain better understanding of the tools being implemented for the customer base that is currently implementing the Confidential Systems.
• Attended and actively participated in discussions of consistently moving the Organization into an Agile/Scrum/Kanban environment.

Confidential

Business Analyst / Product Owner

Responsibilities:

• Business Analyst / Product Owner that worked on Agile / Scrum / Kanban Projects.
• Worked with the Scrum Master to Manage Projects, Control Resources and Allocated budgets for the work that was expected for over 30 projects using Planview and other PM tools.
• Responsible for working on the Mainframe, Web and Security integrated projects focused on PCI - DSS.
• Responsible for eliciting requirements and working with the Senior Product Analyst as the liaison for our team.
• Responsible for working with technical leads to do system designs, develop test cases and testing to complete changes as part of the Sprint schedule established.
• Responsible for working with Technical Writers to develop Manual updates for changes made to FIS systems and helped in the creation of Bulletins that would be sent to clients to keep them up to date on system updates.
• Responsible for working with Companion Suppliers as needed for changes that impacted networking, database systems, security (PCI-DSS) and other FIS internal and external systems.
• Responsible for working with Outside Vendors as needed for support and functional collaboration.
• Assigned to work with Key Stakeholders and Leadership and worked through Risk Management, Monthly release integrity and scheduling of monthly software updates delivered into the production environment.
• Assigned to work with other Business Analysts / Product Owners via facilitation of regular Agile / Scrum meetings where monthly topics were discussed to do continuous training for everyone.
• Assigned to participate in and offered opinions on Agile / Scrum practices for a successful environment in coaching conference calls for all the Business Analysts.

Confidential

Business Analyst / Quality Analyst

Responsibilities:

• Business Analyst Leading Agile / Scrum Projects.
• As part of the Mobile and Web team was responsible for eliciting requirements and working with the Project Manager as the liaison.
• Worked directly with outside vendors for collaboration, functional specification clarification and support of the project work.
• Responsible for overseeing system designs, wireframe development and working closely with the development team to maintain Sprint schedules.
• Created new future state Process Flows and Maps via Visio Software.
• Led the work definition or tasking for all development, defined all Technical Stories and created bugs for issues found during the sprint work.
• Responsible for maintaining documentation / artifacts for User Stories, Technical Documentation, and Sprint Reviews.
• Assisted with testing of normal development and bugs that were fixed.
• Quality Analyst that developed testing scripts, performed regression testing and created bugs and retested fixed defects.

Confidential

Project Coordinator / Business Analyst

Responsibilities:

• Analyst on the team responsible for making changes to and implementing changes to the client online sales and vendor systems.
• Changes made included a timestamp to shopping cart, marketing and promotion changes in the system to allow for ad hoc promotions.
• Requirements development in the implementation of the changes made to the clients internal online sales and the unique vendor sales system that captured past and added future functions needed.
• All of the tasks worked on were for 4 different projects requiring regular meetings for requirements gathering, clarifications and exploration of solutions from the development team, product owners and stakeholders. Both the Business and Technical teams were involved due to the complexity of the changes sought.
• Resource management for BA’s and PM’s.
• Sharepoint development of templates used for client engagements by the Confidential teams in WI, MN & IL.
• Agile implementation work for internal and external clients. Agile work included process developed and used by Requirements Quest.

Project Coordinator / Business Analyst

Confidential

Responsibilities:

• Worked in an Agile development environment within Confidential and Confidential a Hybrid Agile and Waterfall implementation Confidential the Client Site.
• Regularly used and implemented documentation within the Client Sharepoint. Additional documentation was done using Visio, MS Project, Confluence and Jira.
• Regularly worked through Scrum process. Participated in daily stand-ups, weekly product defect reviews, bi-monthly sprint reviews and sprint planning internally and Confidential times with the client and other vendor staff.
• Worked closely with Product Owner and product development staff to in corporate requirements dictated by the client and/or policy.
• Was responsible for and oversaw the work for 3000 hours for the State of Minnesota Health Exchange. Additionally, worked on two other health exchanges for an additional 1000 hours. Overall budget scope was about 12 million dollars over the course of 18 months.
• Analyst on the team responsible for developing, integrating and supporting the State Health Exchange for the state of Minnesota.
• Requirements development in the implementation of the Small Business Health Options Program (SHOP).
• Developed the process flows that integrated with the SHOP system within the Confidential system and other Vendor systems.
• Developed and delivered training for the initially implemented release for the state of Minnesota Health Exchange users.
• Assisted with the testing of multiple system modules before and after required 10/1/2013 deadline for Health Exchange Implementation.
• Supported the State Exchange for the State of Minnesota by working through the backlog of priority issues of the exchange and any software changes needed by the client.
• Supported the State Exchange for the State of Maryland by assisting in the Spanish Translations and SHOP Implementation.
• Supported the State Exchange for DC by assisting with the Spanish Translations.
• Analyzed and assisted with the Integration of SERF templates used to load rates and plans from Healthcare Providers into the Health Exchange.
• Reviewed the Healthcare Providers certified rates and plans used by the Employers to select plans that would be made available to their Employees via the HPM or Health Plan Management system.
• Supported the Base Product Implementation and Development for future releases that will be available to clients renewing in 2015.
• Created and maintained a ‘Business Analyst Operations Manual’ that has been implemented in all state teams currently in place.
• Created current and future state Process Flows and Maps via Visio Software

Analyst

Confidential

Responsibilities:

• Met customers support and sales needs while building trust and empathy using behavioral methodology.
• Daily implementation and prioritization of goals for the organization while helping to meet customers needs innovatively.
• Solved or passed on to the right resource, issues that needed attention on a daily basis.
• Via analytical and financial models, made recommendations to successfully meet customer and corporate goals.

Project Coordinator

Confidential

Responsibilities:

• Created project documents and managed cross functional teams across multiple projects.
• Managed resources, costs and tasks to attain timely project completion.
• Managed interactions between multiple partner organizations and volunteer groups.
• Creatively led volunteer groups, partner organizations and community organizations to put on multiple community events.
• Led multiple surveying events that led to the capturing and compilation of data used to obtain grants and share outcome reporting.

Owner, Project Coordinator / Manager

Confidential

Responsibilities:

• Led various organizations through a variety of challenges and processes, including fund raising, organizing events, creating case statements, developing strategic, marketing and business plans, executive succession planning, board development, reorganization and reporting efficiency.
• Also assisted in the creation of a set of customer care systems and processes.
• Creatively defined smoother processes while working with small and medium size businesses while assisting the individuals in the organizations with their tasks, organizational & wellness challenges.
• Facilitated requirements gathering with clients while doing needs assessment Confidential different levels of the organization, and developing, with input from the client, the ideal processes for the attainment of goals of the organization.
• Gathered data on what the reporting needs were for the organization and reconciled what was actually available and/or needed by the governmental agency. Designed client response systems and processes for greater coverage.
• Analyzed data and populated data for system used by a Government Supported agency that assisted businesses with expansion and organizational change. Data Mining, Marketing and Customer Support Systems were all reviewed for improvement and greater efficiencies. Client support systems were streamlined.