SUMMARY:

• Project Manager / Business Analyst / Data Analyst
• Techno - Functional ERP / CRM with Functional Orientation
• Experience Includes Enterprise-Level and Non-Profit Corporations
• SDLC / Waterfall / Agile
• Requirements / Functional Designs / Technical Designs
• Accounting / Banking / Healthcare / Insurance / Utilities / Retail
• MicroSoft Dynamics 2013 ERP
• Salesforce.com CRM Functional Application Development
• NetSuite 2013.1 Accounting, Items and Inventory, Customer Order Management
• PeopleSoft Financials 8.8/EPM/Budgeting
• Fiserv GL & AP
• MicroSoft Project (Sync to Sharepoint)
• Intermediate SQL Skills

EMPLOYMENT EXPERIENCE:

Confidential, San Francisco, CA

Consultant / Project Manager

Responsibilities:

• Project Manager for the change request process for updates to the Basel - 3 Calculator Application (Oracle Financial Services Analytical Application Infrastructure - OFSAAI).
• The Basel-3 Calculator Application supports Pillar 3, SEC Disclosures, FFIEC 101 and 102, FR-Y 14Q, HC-R, and RC-R.
• Managed the quarterly queue of the OFSAAI-application change requests opened by the lines-of-business for changes to regulatory requirements for Basel 3 reporting.
• Managed the interactions between the business analysts on the functional teams and the developers on the technical teams.
• Managed the migration of changes from the development environment through the production environment
• Composed traditional project-management-related reporting to senior management.

Confidential, Oakland, CA

Consultant / Project Manager

Responsibilities:

• Managed the transition of the Cognos business intelligence reporting and data warehouse operations (known as the Enterprise Risk Management Information System) from the vendor (IBM) to the Confidential ’s Information Technology, Risk Services Group.
• Guided the newly-hired in-house team through the knowledge transfer phase of the transition plan ensuring that the roles of Cognos report developer and lead, Data-stage ETL developer and lead, DB2 DBA, System Administrator, and solutions architect are fully prepared to assume operational responsibility for the entire reporting and warehouse operations.
• Worked with IBM to complete decommission and clean-up of defunct Datastage jobs, defunct Cognos dashboard reports, and PERL/Shell script files that existed on ERMIS Windows and Linux machines.
• Managed the transition and implementation of the Jxplorer LDAP configuration tool from the original Tivoli tool.
• Managed the separation and transition of various Cognos-based reporting applications from the ERMIS platform to other non-risk-services platforms as appropriate.
• Performed other customary project manager duties such as the composition of project plans, project status reporting for various audiences, issues list management, ensure project scope, and on-time delivery of all scheduled milestones.

Confidential, Oakland, CA

Consultant / Warehouse & Inventory ERP-CRM Project Manager / Functional Analyst

Responsibilities:

• Managed the upgrade of the food bank s MicroSoft Dynamics 2013 ERP.
• Designed the food bank s CRM functionality into their upgraded ERP.
• Configured ERP for warehouse operations processes - receiving through general ledger.
• Re-Designed customer numbering methodology for the upgraded ERP processes.
• Provided leadership and structure to the teams through the upgrade process.
• Managed the cross-functional end-to-end (mock go-live) testing phase.
• Worked with vendors to ensure ERP integration with internal and external applications.

Confidential, San Francisco, CA

Consultant / Business Analyst / Project Manager

Responsibilities:

• Served as the project manager for the defect & enhancement support model for the energy efficiency portion of the Customer Data Warehouse.
• Served as a business analyst on the project's agile team for the customized development of a Salesforce.com CRM application designed to process energy efficiency applications for commercial and residential rebate programs.
• Provided data - level logic to the testers (i.e., QA level testers of the Salesforce data) to ensure thorough and accurate testing scenarios that also considered the reporting requirements of the downstream Customer Data Warehouse.
• Composed functional system design documents for interfaces that integrated the customized Salesforce.com rebate-payment processing system with the Customer Data Warehouse.
• Served as the business analyst for the development of the Work-Paper Database for use by engineers to determine the energy savings applicable to new products offered by PG&E for the benefit of their commercial and residential customers.

Confidential, San Francisco, CA

Consultant / Data Analyst / Functional ERP Analyst

Responsibilities:

• Provided data analyst support for the newly implemented NetSuite Release 2013.1 ERP for the May 2013 launch of their various brands on an international basis.
• Supported business analysts who required assistance with their data analysis tasks.
• The NetSuite modules included Accounting, Items and Inventory, Customer Order Management, and Purchase Order Management.
• Performed reconciliations of commercial invoices against known purchase orders to determine the SKU s shipped without PO s.
• Composed customized NetSuite User s Guide for the accounting staff to acquaint them with the new NetSuite Accounting module.
• Composed a customized NetSuite Quick - Start User s Guide for analysts who required immediate assistance with overall NetSuite functionality.
• Performed troubleshooting and alteration of legacy Excel VB-macro-based files for use in automating journal entries to accommodate the new organizational structure as the result of the newly opened international stores.

Confidential, San Francisco, CA

Consultant / Functional Analyst

Responsibilities:

• Provided functional support to the technical team that provided analytical customer information systems for wholesale relationship managers.
• Reconciled and clean - up the technical group s server inventory that resides on various wholesale support applications.
• Assisted in the process of de-commissioning legacy wholesale applications.

Consultant / Business Analyst / Data Analyst / Project Manager

Confidential

Responsibilities:

• Multiple roles in support the wholesale data - integration effort between Confidential and Wachovia banks.
• Project manager for the implementation of Cognos BI tools for CustDW data warehouse.
• Coordinated the activities of cross-functional teams of analysts, developers, and other project managers in support of the CustDW data warehouse and the overall integration project.
• Composed weekly status reports, dependency graphs, and calendar-tracking for senior management.
• Contributed to the budgeting process for the CustDW and ADB roles on the integration project.
• Provided analyses to the technical team for development of the system/process to schedule migration of large wholesale banking customers.
• Utilized Toad (for Oracle) to determine exclusion criteria to apply to demand deposit & credit accounts for the migration to target systems-of-record.
• Supported the QA team in developing cases to test the PL/SQL processes that schedule the accounts (i.e., customers) for upcoming conversion dates.
• Analyzed business requirements to determine appropriate SQL for the query of data feeds from source systems-of-record.
• Worked with business to develop criteria for the segmentation of wholesale banking customers by income, location, size, and relationship for upcoming conversion dates.
• Composed BPMN process flows for the re-engineering of the inbound data feeds request and approval process.
• Configured Sharepoint as the application by which the request and approval process for inbound data feeds are entered and managed.
• Composed report specifications for development of Cognos reports.

Confidential, San Jose, CA

Consultant / Business Analyst

Responsibilities:

• Supported users of the beta - version of Cisco's web-based quoting & ordering application intended for distributors and resellers.
• Composed requirements/defects for the monthly enhancements to the quoting & ordering application.
• Worked with targeted Cisco distributors in the UK, Canada, and Australia to elicit feedback concerning the quoting & ordering application.
• Developed PowerPoint presentations to assist the launch of Cisco's small-business products & services line-of-business.
• Delta Dental, San Francisco, (Dental Insurance), Feb 2007 - August 2008
• Consultant / Business Analyst / Business Systems Analyst
• Process analysis for claims adjudication project and enrollment project.
• Requirements elicitation and use-case development for contact center (IVR/CTI/to-system-of-record) project.
• Conducted and composed fit/gap analyses for contact management application.
• Diagrammed workflow processes with BPMN 1.1 using the Process Modeler 5 tool.
• Composed SDLC-compliant business requirements documents from detail elicitations.
• Composed SDLC-compliant functional specification documents for contact center/workflow/imaging/storage project.
• Conducted formal walkthroughs of requirements documents.
• Composed analyses of current processes and to-be processes.
• Produced context diagrams for various project-related documentation.
• Trained users to operate the CaliberRM requirements management application.
• Developed customized CaliberRM project models for Delta Dental s integration projects, reporting projects, and various other business projects.
• Wrote use cases for requirements walkthroughs.
• Performed user acceptance testing (UAT) for contact center software application.
• Served in the role of team lead for the requirements management team.
• Project was to upgrade the contact management application which included document imaging, storage, and retrieval (known as EXP Macess from Sungard). This project was related to the implementation of a new claims adjudication system (known as Metavancefrom EDS).
• Provided guidance to the interface team on operational and data analysis and guidance for/between the EXP Macess and Metavance.
• Initiated development of Agile-methodology training materials for business analysts and developers.
• Composed report specifications for BOXI platform-based reports.

Confidential, San Francisco

Consultant / Business Analyst

Responsibilities:

• Analyzed and documented legacy (Clarus) GL and AP application set - up.
• Conducted and composed fit/gap analyses for new Fiserv GL & AP applications.
• Evaluated legacy AP data model for conversion of AP historical transactions.
• Set-up new FiServ GL and AP applications in accordance with organizational requirements.
• Developed test cases and performed user acceptance testing (UAT) for GL and AP applications.
• Converted seven years of historical Clarus GL/AP data.
• Composed and maintained project-related documentation.
• Worked with technical resource to develop and fine tune middleware application.
• Troubleshoot all set-up issues related to application functionality.
• Troubleshoot all data conversion issues and provide solutions to load and report data.
• Assured smooth transition to new applications without business disruption.

Confidential, San Francisco

Senior Business Analyst / Project Manager

Responsibilities:

• Project management duties for policyholder database conversion project (to SQL platform).
• Manage and/or direct duties of functional and technical resources for project.
• Compose and maintain the project plans.
• Serve as primary driver of the project objectives and milestones.
• Assure quality of data and functionality for converted policyholder application.
• Manage relationships between IT and the business community.
• Ensure all parties are fully engaged in the project.
• Define scope and deliverables for IT and the business community.
• Manage project expectations.
• Provide overall leadership for technical and functional resources to ensure continuity of efforts.
• Business analyst duties as IT liaison to the business community - of-users.
• Quality assurance and testing roles as coordinator of detailed test cases and scenarios for testing of new SQL database platform.
• Lead the user acceptance testing (UAT) effort by developing documentation in coordination with the business community.
• Manage the business community's time and labor to ensure quality UAT.
• Negotiated and composed level-of-service agreements (a.k.a. service level agreements - SLA's) for UAT.
• General systems operations support and troubleshooting.

Confidential, Oakland

PeopleSoft Financials 8.8 Consultant (Solutions Architect)

Responsibilities:

• Provide Confidential 's Solutions Design & Consulting (SD&C) group with guidance concerning their PeopleSoft financial applications (GL, AM, PC, EPM/Budgeting).
• Provide Confidential 's SD&C group with guidance concerning operational reporting (application - level nVision, Query, SQR) versus analytical reporting (warehouse-level Cognos PowerPlay and ReportNet).
• Elicit business requirements. Used Borland's CaliberRM tool to manage requirements.
• Organize and conduct requirements review meetings.
• Draft functional reporting specifications.

Confidential, Walnut Creek

PeopleSoft EPM/Budgeting 8.3 Consultant (Subject Matter Expert)

Responsibilities:

• Techno - Functional role for the ongoing operation of PeopleSoft Budgeting 8.3 (Enterprise Performance Management Data Warehouse - EPM/BAM).
• Techno-Functional project management role developing business requirements, user requirements, use-case requirements, functional attributes, and informational attributes in support of PMI s effort to select and implement a new budgeting application.
• Budgeting application support for the current 2005 expense budgeting cycle.
• Troubleshoot delivered Informatica (ETL) mappings and establish proper procedures for validating and running Informatica maps.
• Troubleshoot application engine data integration processes and tie-out data in EPM tables.
• Troubleshoot PeopleSoft Application-Engine SQL+ code and apply fixes and bundles to update the application as necessary.
• Use SQL+ to retrieve data, move data, update and add data, and for ad hoc reporting.

Confidential, San Francisco

PeopleSoft Financials 8.8 Consultant

Responsibilities:

• Provided on - site training and documentation for PeopleSoft Financials 8.8 General Ledger, Payables, Receivables, and Billing.
• Tested basic Financials 8.8 functionality prior to go-live and documented outstanding issues.