SUMMARY

Experienced Business Analyst and Project Manager with over ten years in teh consulting industry. Works well with clients and is able to complete complex projects based on client objectives. Excellent written and oral communication skills coupled with teh ability to listen, question, and understand clients’ needs. Strong project presentation skills to peers and clients (including senior management).

PROFESSIONAL EXPERIENCE

Confidential

Project Manager

Responsibilities:

• Project Manager in Data and Corporate Functions group. Primary responsibilities include reporting and data analysis for Senior Leaders. Define project requirements. Develop and evaluate priorities for deliverables and requirements. Develop project plans with milestones. Coordinate meetings and work with other business units, staff and service providers. Responsible for teh oversight and execution of multiple projects.

Confidential

Project Manager/Coordinator

Responsibilities:

• Project Manager/Coordinator in teh Client Technology group. Responsibilities include coordinate project communications, weekly reporting, and infrastructure changes. Track status of project deliverables, and milestones vs. schedules. Maintain and update project schedules and project work plans. Prepare weekly status reports. Maintain project web sites. Organize and maintain project files - electronic and hard copy.

Towers Watson

Project Manager/Business Analyst

Responsibilities:

• Project Manager and Business Analyst in teh HR Technology (HRT) department of a worldwide management consulting firm. As a Project Manager, responsibilities include managing software implementation projects for modules across teh HRT suite of tools including: Online Total Rewards Statement and associated Candidate Module, Portal, AskHR, Knowledgebase and Associate Compensation Communication statements. Responsible for following standard delivery methodology, managing project budget, maintaining appropriate documentation, and developing strong working relationships with both clients and other
• Client Delivery team members. Client project responsibilities will include guiding clients through a process assessment, identification and clarification of requirements, application configuration, implementation, user acceptance and may include post-production support.
• As a Business Analyst, responsibilities include but are not limited to business and functional requirements gathering, development of technology solutions to solve internal and client needs, developing test plans, performing unit and comprehensive testing with system developers for overall functionality and technical quality of deliverables, and ensures that teh system performs according to client approved specifications.
• In both roles, lead or attend team or client meetings as appropriate to present project specifications or report project status, ensure high standards of quality are maintained, build relationships internally and collaborate TEMPeffectively on cross-functional teams

Confidential NA

Senior Manager, Strategic Delivery and Planning

Responsibilities:

• Senior Business Analyst for Strategic Delivery and Planning within teh Risk department of a large multistate bank. Duties included but not limited requirements gathering, solution design, process improvement, data mapping and analysis, and end user training. Present findings to senior management, subject matter experts and system users. Maintain project plan with MS Project. Participate in and lead project planning meetings. Provide documentation and process flow diagrams using Visio. Other duties include Vendor Management for teh Risk Infrastructure group. Maintain vendor database using Salesforce as a tool. Coordinate contracts and Statements of Work. Worked with senior managers on contract renewals and expirations.
• Responsible for Business Analysis of all Wholesale Projects under teh Basel II Initiative. Provide full documentation of all business requirements in accordance with teh Basel II requirements and teh Risk Architecture Program Management Office. Responsible for provision of timely reports on project status, requirements gathering and solution design, process improvement. Meet with subject matter experts to review gap analysis on several in-house systems.
• Plan & coordinate project scheduling and administrative tasks. Track status of project deliverables, and milestones vs. schedules. Maintain and update project schedules and project work plans. Prepare monthly status reports. Assist with maintaining document management processes including maintaining logs for tracking information. Maintain project web sites. Organize and maintain project files - electronic and hard copy.

Lead Business Analyst

Confidential, Windsor, CT

Responsibilities:

• Lead Business Analyst for system conversion to recordkeeping system. Duties included but not limited requirements gathering, solution design, process improvement, data mapping and analysis, and end user training. Provide mentoring for junior Business Analysts. Present findings to senior management, subject matter experts and system users. Maintain project plan with MS Project. Participate in and lead project planning meetings. Daily client contact with new vendor. Provide documentation and process flows using Visio. Lead weekly client meetings on several projects. Provide weekly project status reports to client.

Business Analyst

Confidential, Windsor, CT

Responsibilities:

• Business Analyst for conversion of all Healthcare, Education and Government Defined Contribution plans to Omni Linux system. Duties included but not limited to performing client interviews (end users and SMEs), requirements gathering, solution design, process improvement, and training. Present findings to senior management, subject matter experts and system users. Participate in and lead project planning meetings. Maintained project plan with MS Project. Provided documentation and process flows using Visio. Provide project status and reporting to client and management.

Project Manager

Confidential,, Angeles, CA

Responsibilities:

• Project pertained to teh Lehman Brothers SIPC bankruptcy liquidation. Duties included initial review and quality control of customer and vendor claims. Calculated reconciliation of claimant accounts with Lehman Brothers in-house systems: ADP, MTS, ITS. Provided final approval of reconciliation prior to sending claims to SIPC.
• Project included system de-conversion of all Defined Contribution and Defined Benefit plans to a custom in-house version at new vendor. Responsible for data mapping, data analysis, as well as providing all plan documentation and processes. Fulfilled ad hoc data report requests as well as participated in client and vendor decision meetings. Provided consulting on system changes, project outlines, timelines and deliverables.
• Project coordination of a project which evaluated current operating model of teh Plan Technical Services area. Interviewed end users, documented findings and wrote functional documentation of all systems used. Evaluated use of current systems and documented all procedures. Lead project planning meetings. Participated in deliverable review and revisions with executive management. Provided ad hoc and dashboard reports on project status. Presented findings to client’s senior management on a weekly basis. Used Microsoft Project to maintain project plan as well as, conducted bi-weekly status updates with executive management.
• Project consisted of a recordkeeping systems upgrade and trust systems conversion. Duties included writing functional specifications, business requirement documents and procedures on system changes. Evaluated and implemented system security for end-users. QA testing of system printing functions. Coordinating file data transfers. Assisted in QA testing: provided test cases and processed system testing. Coordinated QA testing of new VRU system. Provided test population and test cases for all QA. Corrected flaws with vendor. Provided client with test results.

Confidential

Management Consultant

Responsibilities:

• Provided ongoing client support primarily in account reconciliations between trust system and recordkeeping system. Processed daily transaction, testing and quality assurance recordkeeping system.
• Supported clients in teh IT department. Completed production requests such as writing, updating and executing basic system queries, backup and restoring plans from one region in Omni Plus to another, building I2 records, deleting confirms, researching and solving any business analysis issues, client issues, and participant issues.
• Set up new plans for conversion from legacy system to new recordkeeping system. Responsible for teh verification of investment mapping, teh coordination of conversion and plan set up. Updated Institutional Rules system for conversion changes. Participated in data mapping for system conversion.

TECHNICAL SKILLS

• SQL
• SharePoint
• JIRA
• SunGard OmniPlus/OmniPlan
• SunGard
• Relius
• AddVantage Trust Accounting System
• DST Trac
• TSO
• VRU and Web updates
• MS Office (Word
• Excel
• Access and PowerPoint)
• MS Project
• MS Visio
• Lotus Notes
• MS Outlook
• ClearQuest
• Requisite Pro
• SetIt
• JIRA