SUMMARY:

• Experienced in the Accounting & Financial Services, Insurance, Health Care, Media and Manufacturing Industries with an emphasis in Project Management; Business Analysis; Software Implementation; Change Management; Application Migration & Conversion; Workflow Analysis; Data Analysis, Migration & Integration; Client Management; Business Development; and complete Software Development Life Cycle (SDLC).
• Extensive experience and expertise in project management; accounting; business analysis; functional analysis; requirements gathering; problem solving; data analytics; modeling & architecture; programming; testing; production rollout; maintenance; ; and documentation.

TECHNICAL SKILLS:

Database Administration and Development: SQL Server, Oracle, MySQL, Access, DBF

Application Development: Visual Basic / VB.Net, ASP.Net, PHP, HTML, VBA

Tools: MS Office (Word, Excel, Power Point); MS Project; Visio; UML; Crystal Reports; Cognos; WebFOCUS; Sharepoint; CA Clarity; Open Workbench; Quality Center; PlanView; JIRA; Service Now; SysAid

PM Methodologies: Iterative; SDLC; Waterfall; JAD; Agile with Scrum

CAREER HISTORY:

Confidential

Sr Project Manager / Business Analyst

Responsibilities:

• Responsible for the maintenance of various financial systems including: Sage X3; Dynamics Great Plains; Renovo Financial Reporting; Crystal Reports Financial Reporting; EDI for processing of invoices and purchase orders; Data Mining and Analysis; and various in - house financial applications.

Confidential

Project Manager

Responsibilities:

• Management of financial tracking & reporting, budgeting and forecasting
• Coordination of status reporting including: Management Reporting; maintaining RAID logs and Dashboards
• Maintaining of project reporting in portfolio management system

Confidential

Sr Project Manager / Business Analyst

Responsibilities:

• Provide project management and business analysis on the conversion, implementation and business process changes of a Contract Management, Royalty Reporting and Revenue Tracking application across multiple lines of business, and the transition of the accounting methodology. Project included:
• Management of modifications and enhancements provided by the software vendor
• Coordination and tracking of change requests and the affect on project scope, time and cost
• Contract data conversion and validation
• Coordinate with PMO to produce all required project artifacts: BRD; FRD; Project Plan; RAID; Status Reports
• Report development using the vendor supplied report writing tool and Cognos
• Coordination of the various interfaces required, including: Oracle G/L; Currency; Product; and SKU Assignment.
• Risk Management through: risk identification; maintaining a risk log; ownership assignment; communicating with stakeholders; creating a contingency plan; and recommending corrective action

Confidential

Project Manager / Sr Business Analyst

Responsibilities:

• Provide project management and business analysis on the implementation of the SAP Bank Analyzer product covering the Accounting for Financial Instruments (AFI) as it relates to Deposits; Retail & Commercial Loans; Investments & Insurance; Master Data Changes; and Financial Reporting.

Confidential

Project Manager

Responsibilities:

• Provide full life-cycle project management on a four month project to lead a global team on the implementation of ReachForce cDQM for Lead and Contact Data Enrichment on top of both Marketo and SalesForce, and customizations to enhance the SalesForce search capabilities utilizing EAI to query D&B and SAP MDM data.
• This also included enhancements to BI, DW and various internal interfaces.

Confidential

Project Manager / Business Analyst

Responsibilities:

• Provide project management and business analysis during the Plan, Analyze and Design phases on the implementation and conversion, along with business change processes to a Cloud ERP solution including both Financials (GL; Revenue Management; Billing; AR; Payments; Procurement; and Assets) and Human Capital Management (HCM). Conversion was from Great Plains Dynamics to the Workday product suite.
• This project involved all activities including: design of a new Financial Data Model; Integrations; Reporting; and Data Conversion.

Confidential

Project Manager

Responsibilities:

• Provide full life-cycle project management on multiple projects utilizing SDLC methodology including:
• Implementation of a BI & Enterprise Reporting platform.
• Development and implementation of various data analytics reporting solutions at various levels, including: client; customer; member; provider; and ACO.
• Implementation and tracking of various quality and care delivery measures, and reporting solutions as part of the Medicare STARs and Shared Services programs.
• Assisted in the formation and implementation of a Project Management Office (PMO)

Confidential

Project Manager/ Sr Business Analyst

Responsibilities:

• Provide full life-cycle project management on multiple acquisition and merger projects utilizing SDLC methodology including:
• Integration of the Trade Capital AR Factoring application to the Oracle General Ledger, including daily transactions, trial balance reconciliation and a DDA reconciliation tool.
• Interfaces from AR factoring application data warehouse to: Basel Compliance; Client Data; and Client Profitability systems.
• Worked with Sales, Financial, Credit, Legal and IT Management to define and create a new Client Onboarding Process
• Consolidation of multiple companies in both the Client transaction system and the General Ledger.
• Interfaces to import both currency and interest rates into the AR factoring system.
• Data analysis and conversion of client data into the Client Data repository.
• Risk Management through: risk identification; maintaining a risk log; ownership assignment; communicating with stakeholders; creating a contingency plan; and recommending corrective action.

Confidential

Project Manager

Responsibilities:

• Provide full life-cycle project management on multiple projects utilizing SDLC methodology including:
• Web development redesign and Contact Center (IVR) implementation of a Transfer Agency self-service application.
• Web development application of a new product to provide a path for shareholder migration from a registered to a beneficial / broker account.

Confidential

Project Manager / Sr Business Analyst

Responsibilities:

• Provide full life-cycle project management, including providing overall guidance and direction to the project, and resources (on-site; remote; and off-shore)
• Oversee all financial management activities, including: statement-of-work; budget; investment requests; forecasting; change requests; resource requirements; timesheet tracking; and billing
• Define, implement, and maintain project plan and any subordinate plans
• Document and communicate the status of project progress against plans, taking corrective action as necessary
• Manage the success of metrics defined by the project and the organization
• Coordinate with PMO to produce all required project artifacts
• Maintained open communications with clients through meetings, conference calls and status reports.
• Provided Risk Management by identifying risks, maintaining a risk log, assigning ownership, communicating with stakeholders, creating a contingency plan and recommending corrective action
• Coordination and tracking of change requests and the affect on project scope, time and cost
• Review project deliverables for completeness, quality, and compliance with established project standards
• Lead requirements gathering effort and preparation of: Business Requirements Document (BRD); Requirements Traceability Matrix (RTM); Functional Requirements Document (FRD); and Business Use Cases on several projects
• Lead the effort on vendor selection and the RFP process for an HR product suite selection

Confidential

Project Manager / Sr Business Analyst

Responsibilities:

• Management of Data Analytics services providing conversion, and mentoring services to client personnel and staff with respect to the migration of Client and Master data into the data model.
• Management of BI / Reporting services providing business intelligence, reporting, and mentoring services to client personnel and staff with respect to enterprise reporting effort utilizing InetSoft Style Report writer and data optimization techniques.
• Business Analysis and configuration work with respect to Claims and Billing applications.

Confidential, New York, NY

Project Manager / Sr. Business Analyst

Responsibilities:

• Developed a Job Tracking system for a video restoration company to track and report on all jobs and daily work activity.
• Retained on a short contract at SAP to develop and implement a Deployment Project Plan with regard to a global rollout of an upgrade to their Marketing Funnel Management project.

Confidential, New York, NY

Engagement / Implementation Manager

Responsibilities:

• Provide full life-cycle project management, business analysis and client management at multiple clients; provide technical direction; and serve as the primary customer liaison to IBI.
• Prepared and maintained statement-of-work; project plans; resource requirements; and billing for each project.
• Provide overall business analysis and recommendations for developing web-based reporting solutions.
• Advised clients on design and implementation strategies utilizing best practices and IBI methodology.
• Identified and documented data requirements and associated data structures for building Business Intelligence solutions.
• Lead role in providing analytical support and preparing development specifications.
• Maintain open communications with client and internal management through status meetings and reporting.
• Vendor Management - 3rd party software implementation (SOW, Change Requests, etc…)
• Prepare process and workflow diagrams along with GAP analysis.
• Prepare documentation and provide feedback to management and client on any project issues and their resolution or recommended solution.
• Work with client community to develop and implement test scenarios, UAT plans and sessions.

Sr. Business Analyst / Project Manager

Confidential

Responsibilities:

• Engaged on an ERP Accounting/Financial System Conversion / Implementation (G/L, A/P, Financial Reporting) for a Property & Casualty Insurance Provider (W R Berkeley), involving the integration and migration of data from over 100+ Ledgers, including GAAP and STAT regulatory reporting.
• Provided overall business analysis and recommendations for data migration requirements.
• Lead role in providing analytical support and preparing development specifications.
• Worked with client to setup and process EFT transactions to handle Direct Debit Payments and Credit Card transactions for their online payment processing.
• Work with client to develop and implement test plans and sessions.
• Developed Data Integration utility programs between Great Plains and the new system utilizing Visual Basic, SQL Server, MS Access, Crystal Reports and Excel.
• Developed a dual Job Cost Tracking system for a General Contractor, to allow tracking and reporting on all daily activity (labor; materials; equipment; and miscellaneous items) with respect to phase and location work performed, utilizing Visual Basic, Crystal Reports, Excel, and Access back-end.

Confidential, New York, NY

Engagement Manager / Sr Principal Consultant (Siebel Certified Consultant)

Responsibilities:

• Engaged on various multi-million dollar projects in various capacities including: Project Manager; Business Analyst; Technical Architect; Data Architect and Configurator / Developer.
• Worked with 3rd party vendor to develop and implement EFT functionality for various payment types.
• Development and delivery of an accelerated Web development technical course covering both core Siebel and the Financial Services vertical applications.

Confidential, Shelton, CT

Project Manager / Sr. Business Analyst

Responsibilities:

• Provided overall business analysis and recommendations for data migration requirements.
• Project Lead in identifying and documenting data requirements and associated data structures.
• Lead role in providing analytical support and preparing detailed technical specifications.
• Instrumental in the design and development of the Flexi Capital Projects module through the development of business requirements definition; and pre/post-production issue resolution, with an emphasis on the functionality, data architecture & data model requirements.

Confidential, New York, NY

Project Manager / Business Analyst

Responsibilities:

• Provide Client Management & Development by offering alternate business solutions through business analysis, project management, workflow analysis, and requirements definition.
• Provided analysis and recommendations for Accounting/Financial Software (GL, AR, AP, FA, PO, SO, IN), Document Imaging, Document Management, and Workflow Processing solutions.