SUMMARY:

• Business Analyst/ Project Manager, well - seasoned in delivering medium to large scale projects, migrations, with a solid understanding of business requirements gathering, business process analysis, business process modeling, business logic, case tools.
• Extensive development / deployment of operation of change management methodologies and procedures to guide the adoption process of complex projects.
• Proficient with documentation of current “as is” state / future state status, gap analysis & development of clear and concise organizational process assets.
• 15+ years of experience supporting banking/ brokerage and financial service organizations.
• Knowledgeable of Derivatives like Forwards, Futures, Options, Swaps, Mortgage Backed Securities (MBS), Asset Backed Securities (ABS), Bonds, Credit derivatives, Equities, Fixed Income Securities, Forex and Capital Markets.
• Successfully collaborated with and directed multidisciplinary stakeholders at all organizational levels to deliver successful business outcomes for my clients including senior management team.

CORE COMPETENCIES:

Business Analysis

Business Continuity

Quality Assurance Programming

Training Program Development

Competitive Market Analysis

Strategic Planning Business Analytics

Project /Change Management

Building Strategy/Development

Strategic Partnerships Relationship

Disaster Recovery

Mentoring & Evaluation

Change Management Strategy

E-commerce

Vendor & Partner Relations

Project Lifecycle Coordination

PROFESSIONAL EXPERIENCE:

Confidential, Riverwoods, IL

Business Technology/ Project Manager

Responsibilities:

• Coordinated and worked in Business Technology on Fraud & AML projects across enterprise.
• Assisted change management specialist in generating strategies that leads to the successful implementation of change initiatives in the organization
• Worked with vended product from Actize and ACH products from Confidential
• Worked diligently with Risk/Compliance officers to keep our international ACH processes current with OFAC's guidelines to safeguard us against duplication of duties
• Directed large-scale, complex projects often involving multiple internal and external constituents and matrix partners
• Knowledge and expertise in the use of project management methodologies and tools (Clarity, MS project, share point repositories, systems development life cycle (SDLC) if applicable)
• Monitored and evaluated organization's performance after implementing the change management process
• Responsible for Business Process Management, budgeting, forecasting, Business Requirements gathering & analysis.

Confidential, Chicago, IL

Business Analyst/ Change Management Consultant

Responsibilities:

• Project completed 40% above expect level of 50% adaption with a realized monthly savings of over $4,000,000.00 per month.
• Working with SME's to create technical document needed for business resumption and improve process flow and process improvements using agile methodologies.
• Facilitate scrum ceremonies (grooming, sprint planning, retrospectives, daily stand-ups, etc.)
• Track and communicate team velocity and sprint/release to better facilitate change management strategies Update SharePoint assets to share information around the project implementation.
• Performed GAP analysis of business rules, business and system process flows, and user requirements
• Managed requirement changes. Collaborated with end users and technical leads to ensure the changes are completed in a timely and accurate manner.
• Partnered with executives and leaders to modify online drink recipe database project, created and execute strategy to increase sales of lesser performing product lines to new markets via recipes.

Confidential, Naperville, IL

Project Lead Consultant SharePoint 365

Responsibilities:

• Interviewed business users, technical stakeholders, and SME's to create technical document need for business resumption and process improvements.
• Taught the team to create clear and concise epics/stories
• Facilitate scrum ceremonies (grooming, sprint planning, retrospectives, daily stand-ups, etc.)
• Empowered teams to self-organize and grow cross-functionality
• Provide support to small business customers for existing SharePoint solutions via use cases, activity diagrams and data flows.
• Coordinating and working with existing Business Technology units, operational and business teams collaboratively and
• Proactively acting often as a bridge between teams.
• Coordinating work with Director of Financial Systems to support him while he is working on a JD Edwards upgrade.
• Formulating and defining the objectives and scope of business systems to align with Strategic Partnerships.
• Created screen prototypes/screen mock-ups to storyboard system requirements.
• Developed and maintain technical knowledge in specialized area(s), remaining up-to- date on current trends and best practices.
• Worked with mentees and clients to streamline and improve digital assets include websites and backend assets including SharePoint database and image catalogs.
• Achieved consensus and obtain sign-off from key stakeholders on the requirements documents
• Created detailed requirement design documents (DRD).
• Created Use Cases, User Interface Designs, Report Specifications,.

Confidential, Riverwoods, IL

Business Analyst / Project Manager

Responsibilities:

• Coordinated and work with existing Business Technology units, operational and business teams collaboratively and proactively acting often as a bridge between teams.
• Enact change and continuous improvement increasing the productivity of Scrum teams by 16% and the quality of deliverables by 22%
• Facilitated Scrum of Scrum for offshore teams
• Coordinated testing for changes impacting Personal Loans environment as the Change Management resource who
• Ensured QA test cases were created and processed correctly, helped to coordinate environment refreshes of software upgrades.
• Monitored status of testing to completion.
• Monitored and tracked Confidential project dates, status updates, estimates, and external changes across enterprise and with
• Offshore partners connected to ACH, WIRES transaction and procedures.
• Recognize/anticipate issues, risks and cross-functional gaps, and coordinate resolution across functional areas.
• Participated in multiple migration projects, moving from Confidential to a custom in-house built solution used across multiple lines of business.

Confidential, Chicago, IL

Technical Support Project Manager

Responsibilities:

• Prepared cost-benefit analysis of adding applications and physical assets to conversion project portfolio.
• Developed in classroom training and training how-to documentation and training aides.
• Facilitated requirements gathering and design sessions, reviewed design documentation with users and developers to create use cases and to document business needs including process flow documentation
• Coordinated pilot and test activities, and prepared post-mortem and defined recovery strategies, implemented, and tested their business continuity capabilities based upon contractual requirements.
• Managed and direct trainers, programs, and administrative operations using instructional design methods in the assessment, planning, development, implementation, and evaluation of training needs and programs in all office both in US offices and off-shore satellite offices.

Confidential, Chicago, IL

Business Analyst / Project Manager

Responsibilities:

• Utilized data warehouses, data marts, interfaces, data mapping, data library build out as part of selection process to implement new CRM/ERP system to move away from a legacy system using SQL and Crystal Reports
• Managed Web connections, external site hosting, basic website and e-commerce maintenance - plus ongoing improvement or close collaboration with consultants.
• Monitored and investigated suspicious accounts/Customers with mastery of Suspicious Accounting Reporting Software
• Performed analysis and design of business processes and workflows, gathering functional, non-functional and business

Confidential, Chicago, IL

Project Manager

Responsibilities:

• Assisted with technical writing, the development of user documentation, marketing tasks and User Acceptance Testing of new processes and content while serving as Project Manager leading a variety projects for both the primary client apple as well as the provider organization Kelly Service while providing direct consumer support for iPods, iPads & iPhones
• Coordinated BCP testing program in the pilot project and actively participate in testing scenarios where necessary

Confidential, Chicago, IL

Project Manager/Technical Incident Manager

Responsibilities:

• Excellent knowledge of Software Development Life Cycle (SDLC) and their variants using MS Project.
• Held position full-time while completing MBA and undergraduate degree.
• Expanded the IT team by 30%, mentored team through code reviews, and coordinating additional training programs as needed for new projects
• Gained competitive edge through a predictable schedule, and the ability to pivot on projects as the trading team demanded.
• Utilized Waterfall and Agile project management strategies, depending on client directed

Confidential, Berkeley, CA

SAS - Project Manager

Responsibilities:

• Coordinated team efforts as part of QA and User Acceptance Testing (UAT) of product deployment of project supporting Global Cash Management area.
• Reported program/project status, identifying inter-project gaps, project inter-dependencies, and what-if scenarios.
• Forecasted activities to provide data/reports to executive management.
• Efficiently planned and led projects using MS Project through full project lifecycle, using waterfall methodology including Data Center integration for both buy and sell side transactions.
• Responsible for all of the compliance and operations functions of the Broker Dealer. Prepared the Supervisory Procedures, Anti-Money Laundering Plan and Procedures, and the education and training of the staff.
• Taking meeting minutes/notes from each and every meeting and creating monthly summary report of user issues implementations, or resolved issues.

Confidential, San Francisco, CA

Project Manager

Responsibilities:

• Designed and implemented Workflows and Lifecycles using Project including implementing processes that analyzed and investigated customers' individual accounts, businesses' accounts and personal records using data mining and accounting skills for unusual behaviors in an effort to better comply with regulation consistent with Anti-Money Laundering practices; SME online banking/ brokerage operations and Global Cash Management systems..
• Assisted QA team with review of test results and certifications.
• Participated in Functional testing.
• Implemented a new project management framework as a guide for successful project management resulting in a 40% reduction in project costs.
• Handled Confidential bill pay processing issues.
• Also processed stop payments, researched payment problem for process improvement.

Confidential, San Francisco, CA

Project Manager

Responsibilities:

• Worked with various vendors (both on and off-shore) of disaster recovery services and facilities; studied and recommended outside services for use during a disaster situation and designed, developed, and maintained security & business continuity program plans using SQL and other tools
• Managed requirement changes. Collaborated with end users and technical leads to ensure the changes are completed in a timely and accurate manner.
• Documented current and future-state business processes including task and workflow analysis.
• Recognized/anticipated issues, risks and cross-functional gaps, and coordinate resolution across functional areas.

Confidential, Berkley, CA

Project Manager

Responsibilities:

• Preformed analysis and design of business processes and workflows, gathering functional, non-functional and business requirements specifications, user interface specifications, QA test cases and QA test plans to improve process functionality to formalize existing process prior to transferring digital rights to new company owners.
• Collaborated with end users and technical leads to ensure thechanges are completed in a timely and accurate manner.

Confidential, Chicago, Illinois

Help Desk Manager/Project Manager

Responsibilities:

• Provided online support in the use and operations of Mac & PC software and hardware for primarily internal users after an MVS/dumb terminal to LAN migration.
• Authored in-house training "university" and saved the company $200,000 the first year.
• Collaborated with end users and technical leads to ensure the changes are completed in a timely and accurate manner.
• Managed requirement changes.
• Modeled requirements, including the building of wireframes and report