Financial Analyst Resume Profile
CAREER SUMMARY
Lead Project Administrator and skilled business professional with extensive experience on merger, conversion/transition, growth and digital marketing projects. Proven ability to manage numerous technical support resources throughout project lifecycle for platform migrations, system conversions and implementation of new applications in Risk, Loan, Member Services, Marketing, Sales and Receivables Operations. Possess the facility to use these skill sets and core competencies to increase customer satisfaction and enhance the performance of the organization.
SUMMARY OF QUALIFICATIONS
- IT QA software Testing for technical reliability and maintenance.
- Manage bug and call logs, trouble tickets, testing requirements data retrieval and performance.
- Over ten years of Information Technology experience and over two years of Lead Project Analyst experience in large corporate matrixes environments.
- Extensive experience with MS Project, Clarity PPM and Primavera for managing all project time, scope and documentation.
- Over seven years of Share Point experience to include set up and maintaining all project documents.
- Experience with report generation and information retrieval utilizing data reporting systems.
- Over 10 years of experience in data retrieval, analysis, and reporting in the IT Field. Responsible for all aspects of invoicing, monthly reporting, billing, digital marketing, expense reporting, bid proposals, technical specifications, technical writing and contract administration for multiple divisions.
- Facilitator for weekly and monthly meetings to discuss project schedule, scope, infrastructure, timeline, expenditures, risks, issues, decisions and end-to-end delivery in a digital platform.
- Worked directly with Program and Project Managers, but also with the Client representatives and offshore teams and stakeholders.
- Possess sharp creative instinct and proactive problem solving skills. Results oriented.
- Demonstrated ability to communicate effectively, verbal and written. Clear understanding of agile, waterfall and iterative methodology.
PROFESSIONAL EXPERIENCE
Confidential
Contractor
- APL for Application Maintenance Services Transition Project.
- Lead for all Onboarding activities to include HW/SW procurement and access, PeopleSoft, MF and .NET application right to use as well as administrative rights.
- Project Plan Updates using MS Project 2010. Particular project is over 1200 lines to maintain weekly.
- Weekly Dashboard updates and status reporting using pivot tables, graphs and charting. AD HOC reporting and financial data updates included in reporting.
- Application transition session scheduling for KT, SS and PS between team members and vendor team.
- Scorecard compilation and reporting for Steering Committee and management team.
- Project Manager Calendar maintenance.
- Workshop preparation for organizational readiness.
- SharePoint site creation, additions and document organization and maintenance.
- Support around Infrastructure effort for VPN tunnel creation and communication from India to USA.
Business Analyst
Confidential
- Recent projects within the Alliance Data account collaboration:
- Gathering all business requirements for project deliverables.
- Consolidation and reporting of project financials using digital informational platform communication to organization and project stakeholders via email and website updates.
- Project plan updates utilizing MS Project 2010.
- Lead for medium size projects MWO using SDLC methodology to include facilitation from Kick Off to Go Live.
- Mandatory weekly project and managed work order status reporting.
- Meeting facilitator for onsite and conference calls. Record minutes and post to project repository using SharePoint.
- PM experience on small and medium DCS projects. Offshore team meeting management and collaboration.
- KPI reporting information for PMO team membership company status information via all digital platforms.
Project Controls Administrator
Confidential
- Update project plans in Clarity and Open Workbench in accordance with Erie Insurance Group EIG standards and regularly monitored the overall health of the project.
- Assists project managers in establishing and maintaining project control materials for small, medium and large sized projects.
- Project Status Reports updates based on health of project bi-weekly or weekly via digital platforms.
- Associate Project Management duties with smaller, regulatory compliance projects for various state insurance requirements.
- Report Repository management in SharePoint for Project Control Documents, Deliverables, CIAs and AFEs, as well as meeting correspondent, and overall project health and feature project highlights in company's digital newsletter.
Project Analyst/Financial Analyst
Confidential
- Consolidate and reporting of program financials
- Consolidate and reporting of Program statuses and resources management and utilization.
- Preparing Executive Program Steering decks to show overall project information for PMO and a breakdown of project information and Harvey ball status health using digital platform communications to distribute to the organization.
Project Director
Confidential
Startup company assistant
- Project setup for events and editions. Prepare Status Reports. Magazine/Client/Vendor Liaison.
- Event planning, financial planning, manage photo shoots. Manages content for web site and magazine.
- Capital Resource Utilization and Management. Full Life cycle analysis.
- Managed the production, publication and maintenance of digital materials including the website, social media, emails, newsletters, and promotional campaigns.
- Project Lead/Coordinator Confidential
- Data Modeling, Informatics, Metadata, Attachmate, RDM Production Stabilization.
- Data Warehousing, Infrastructure roll out projects, New and Use Case base analysis.
- Dashboard, Scorecard and Enterprise Reporting solutions. Vlookup and Match functions.
- Resource Utilization and Management. Full Life cycle analysis.
- Consolidate and reporting of Program status and financials.
- Preparing Executive Program Steering decks utilizing digital informational and marketing concepts.
- Heavy involvement in offshore team management and meeting facilitation.
- Customer Reporting/Business Analyst Confidential
- Dashboard, daily, weekly and monthly reporting through pivot tables, graphing, charting, and complex formulas to facilitate data analysis on current and backlog issues.
- SLA retrieval analysis.
- Manage bug and call logs, trouble tickets, testing requirements data retrieval and performance.
- AS-400, Iseries, WMS, File Load/Build.
Confidential
Full-time Employee
Generate and processed monthly invoice statements and backup material for various cities, villages, and townships in the State of Ohio. Processed timekeeping information for TS division using Oracle system.
Testing experience. GIS mapping.
- Scheduled teleconferences, implemented meeting agenda, and took minutes at executive staff meetings.
- Electronic board book implementation and publication via email, company newsletter and other digital marketing platforms.
- Handle all digital marketing for new projects to be advertised in local area newspaper and documented bid proposals and winning bid information both through internal company communiqu and external advertisements.
- Training Coordinator
- MS Project creation and updates
Confidential
Full-time Employee
- Consulted for various Automotive, Medical, IT, and Commercial Banking companies.
- Experience submitting re-priced HCFA 1500 and UB-92 claims for payment to insurance companies as part of daily workflow. Processed electronic repository claims directly to medical groups for processing.
- Travel Coordinator for Ford, General Motors Engineering Group, Compuware, ACN and other companies on an executive level.
- Edited and assured time of billing analysis/documentation for various CAE/CAT/UG and Site Ops projects.
- Executed Aware Online program to track, generate, and complete client/vendor authorizations and state payment information.
TOOLS APPLICATIONS
- ITGoverance Project Management tool, extracts, time reporting, reconciliation
- Clarity8.1: Workbench, Project Management, Resource Management, Time Tracking, and Portfolio Mgmt
- Planview: Overall project status, resource information, project financials
- PeopleSoft Financial: project financials, budget and expenses, resource management.
- Microsoft Office 2003, 2007 Vista: Excel, Access, PowerPoint, Visio, Project, Tools, Picture Manager
- SharePoint: Site set up, check out, updates, documentation deposit and retrieval
- Vantive: Case analysis Inflight: Data mining Microstrategy 8: Case study reports and timeline tracking
- Oracle: Invoices, Expense Reporting, Monthly reporting
- Full version Adobe Professional: Electronic Board Book implementation
- MCTS - Microsoft SQL Server Database: Database Administration, queries and database structure
- MCTS MS Project Server 2007: Project lifecycle, PMP certification prep, stakeholder and role delegation
- Remedy incident reporting, HW/SW requests and procurement.
- TEMA IS Security Application requests.
