SUMMARY

• Project Manager & Senior Business Analyst with an excellent ability to deliver innovative and creative solutions with a hands - on approach and an inquisitive nature.
• Serve as a catalyst for change and proven leadership based upon a philosophy of product ownership and creative thinking.
• Excellent reputation as an innovator and thought leader. Subject matter expertise includes public and non-profit finance, financial management and financial services products.
• Experienced in multiple SDLC frameworks including Agile, Scrum, Rapid Application Development (RAD) and Waterfall.

TECHNICAL SKILLS

Microsoft: O365, Visio, Project, SharePoint 2013, SharePoint Online, Microsoft Dynamics 365, SharePoint Workflows, SharePoint Designer, Infowise Ultimate Forms, Microsoft Azure DevOps

Databases: PostgreSQL, MySQL, Oracle 11g, SQLITE, SQL Server

Data Services: Bloomberg, Reuters, RDS DataScope

Business Intelligence: Power BI, MicroStrategy, Cognos, JasperSoft, Tableau

Programming Languages: C#, Python, Access VBA, Excel VBA, SQL, JavaScript, jQuery, Blazor

Business Analysis: Axure, JIRA, Azure DevOps, Blue Print, HP Quality Center, Case Complete, Balsamiq, Visio

SDLC Methodologies: Agile, Scrum, Rapid Application Development (RAD) and Waterfall

Financial Products: Equities, Fixed Income, Mutual Funds, Futures, Options

Other: XML, SalesForce, Confluence, Toad, iDealDebt (Ipreo), Bloomberg (TOMS), Bloomberg, STATA, SPSS, PeopleSoft, Oracle (Siebel)

PROFESSIONAL EXPERIENCE

Confidential

Project Manager / Senior Business Analyst / Scrum Master

Responsibilities:

• Oversee assigned technology & business process improvement projects of varying magnitude in terms of complexity, cost, time-constraints, internal/external staffing and equipment, and software.
• Identify project goals and priorities with all internal stakeholders and project sponsors to produce an overall project implementation plan.
• Create all project planning documentation (including updates, status reports, etc.) and follows all our internal client’s project methodologies this include Agile (Scrum) or Waterfall.
• Prepare, implement, monitor, and update the project plan. Coordinates with business owners and senior level management to ensure the actions are consistent with the approved plan.
• Manage and communicate a clear vision of the project's objectives and motivate the cross functional project team to achieve them; create a project environment that enables peak performance by the internal and external teams.
• Contribute to and collaborates on the design, development, testing, and implementation of technical and functional specifications of a project technology system, which may include developing information systems testing strategies, plans or scenarios.
• Negotiates Statement of Work/Scope of Services for client products and services.
• Completes project retrospectives and documentation to enable the solutions and product teams on predictable, repeatable use cases and engagement processes.
• Reviews and translates technical documentation and specifications for systems to translate requirements for data configurations and custom coding requirements.
• Serve as a liaison between the Information Technology Divisions and the user community to provide guidance and direction by integrating the understanding of business processes with the capability/potential of computer software applications.
• Lead the implementation of various Microsoft applications such as Microsoft Dynamics 365, Azure DevOps and Microsoft SharePoint Online. This includes the training and rollout of the applications to IT teams including PMO, Development, Quality Assurance, and business users.
• Established a comprehensive Business Analysis practice area on behalf of the agency that incorporates BABOK best practices, controls and procedures.
• Build the foundation for all development efforts by capturing the business context - problem, current state, desired future state, objectives, business needs and impacted user groups.
• Develop requirements (business, user, and software requirements — functional and non-functional) and establishing traceability.
• Manage all requirements through the project lifecycle by establishing and maintaining agreements between the customer and the project team.
• Utilize PMI, BABOK best practices to build requirements and stories that supported consistent incremental delivery of IT solutions.
• Create backlogs, prioritize, and build out requirements ahead of time for dev teams to write technical scopes.
• Work with stakeholders to prioritize and plan project execution and required resourcing requirements.
• Build out project milestones and tasks to ensure on time completion of technology roadmap initiatives.
• Validate current and future systems from a technical perspective to ensure capabilities are aligned with internal expectations.
• Build the foundation for all development efforts by capturing the business context - problem, current state, desired future state, objectives, business needs and impacted user groups.
• Developed requirements (business, user, and software requirements — functional and non-functional) and establishing traceability.
• Manage all requirements through the project lifecycle by establishing and maintaining agreements between the customer and the project team.
• Played a critical communications role by interacting with users and stakeholders and with developers and quality assurance teams.
• Ensure requirements are specified in a manner suitable for the intended audience and are understandable, unambiguous, and capable of being implemented and tested.
• Utilized BABOK best practices to build requirements and stories that supported consistent incremental delivery of IT solutions.
• Wrote and reviewed business, user, and non-functional/system level requirements in the form of Use Cases, User Stories, and similar structured requirements documentation.
• Responsible for ensuring change control and change management procedures are followed within the project team as they relate to requirements.
• Collaborate with technical leaders and stakeholders to elicit, translate, and document business requirements into product epics, features, user stories and acceptance criteria.
• Utilized BABOK best practices to build requirements and stories that supported consistent incremental delivery of IT solutions.

Confidential

Project Manager

Responsibilities:

• Conduct risk assessments of City Agency programs and processes.
• Research, plan, and develop audit objectives, audit approach and scope.
• Evaluate the adequacy of internal control and processes through detailed testing.
• Participate in the evaluations of the as-is process and analysis and documentation of the to-be process improvements in support of the Business Process Reengineering efforts.
• Document business processes in a manner that facilitates long term maintenance, business process automation, and process improvement.
• Gathering and analyzing audit evidence and compare observed results to specified requirements in the criteria.
• Develop project documentation including high level requirements and process workflows ("As-Is" and "To-Be")
• Draft, refine, and maintain business processes, activities, use cases, business requirements, system (functional and non-functional) requirements, and report specifications.
• Facilitate meetings with stakeholders to determine and prioritize their business requirements and the impact of these requirements on existing applications and workflows.
• Lead JAD sessions and information gathering sessions with key stakeholders.
• Writing reports outlining results and findings from assessments and evaluations.

Confidential

Program Manager - Consultant

Responsibilities:

• Collaborated with product managers and product owners to elicit, translate and document business requirements into product epics, features, user stories and acceptance criteria.
• Utilized BABOK best practices to build requirements and stories that supported consistent incremental delivery of IT solutions.
• Refined, groomed and prioritized product and team backlogs.
• Played an integral role in the coordination and delivery of application development projects on behalf of the Leveraged Finance, Leveraged Capital Markets and Investment Grade groups in Research & Capital Markets.
• Built relationships and support the user community (being analysts, research analysts, investment bankers, operations, compliance analysts, etc.) to ensure strong, positive communication with the client base.
• Managed business analysis, requirement and feature backlogs and participate in requirements gathering specification sessions with key business stakeholders.
• Managed requirement and defect backlog for work items queued for development, testing and implementation.
• Refined, groomed and prioritized product and team backlogs utilizing Team Foundation Server (TFS) and JIRA.
• Responsible for deploying a sustainable process improvement framework throughout business groups in the form of project initiatives, training and education, and continuous process improvement.
• Designed, tested and implemented transaction execution system for the Retail CD Capital Markets group.
• Designed, tested and implemented business intelligence system on behalf Short Term Fixed Income group.
• Responsible for application enhancements to an existing transaction execution data warehouse.
• Utilized data analysis skills to create ad hoc reports and data files utilizing tools such as Python, Microsoft Access, VBA, MicroStrategy and SQL.

Confidential

Director of Operations

Responsibilities:

• Planned and executed innovation and emerging business projects to take new ideas/opportunities from the ideation phase to the incubation phase of the R&D process.
• Participated in the planning and execution of projects that moved ideas from Ideation to Incubation and proto-typing.
• Worked with technical and business teams to evaluate new and emerging technologies, vendors and business models.
• Conducted analysis to determine best path for solving business problems/opportunities that may include process improvement, systems enhancement, user training, and/or software procurement.
• Business analysis for this start-up investment banking boutique, led all business requirements gathering and developed specifications including work/process flows, narrative descriptions, and user interface designs for the firm’s core trading product and service.
• Worked closely with the Chief Technology Officer / Chief Strategy Officer on a variety of high-profile projects that focused on Enterprise Data Management, Business Intelligence, Reporting and Reference Data Management;
• As the principal architect of this initiative, directed strategies and practices for the acquisition, maintenance and access of all firm-wide Business Intelligence.
• Oversaw the ongoing development and operations of a business intelligence architecture that enabled fact-based decision making and ad hoc analysis and insight generation and championed business intelligence and data-driven decision-making as a core component of effective enterprise-wide data management.
• Served as key operational risk stakeholder and actively participated in developing and reviewing new or proposed process or procedural changes, products, or business initiatives with an operational risk perspective.
• Worked extensively with a variety of financial products including Equities, Fixed Income, Mutual Funds, Futures and Options.