SUMMARY:

• Possesses over ten years of experience in all areas of software implementation, including design, analysis, documentation, implementation, testing, and training.
• Experience in merger - related project management at Confidential with Confidential. Also over ten years working within the following businesses: finance, treasury services, equities, cash management and credit derivatives.
• Excellent oral and written skills, great decision maker, functions well in a team-oriented environment, high-pressure, deadline-driven work environments.

TECHNICAL SKILLS:

Operating Systems: Windows (95, 98, 2000, NT), UNIX

Websites: Sharepoint Designer 2007

Languages: SQL

Application: Content Management, ServiceView Workflow

Security: Authentication, SAML 2.0

Databases: MS Access

Software: Microsoft Office, Visio, Snagit, Toast

PM Process: Agile, Traditional Waterfall, DMAIC, PMUWS, TPM

Business/Financial Systems: Omni, Topaz, Phase 3, Prism, Cognos, DST, Clientwise, PAR, Business Objects, GTW, Saturn, OneStop, PRF, Essbase, OFA, ALEX, Finance Gate, FIRM, PKS, Bloomberg, Quality Center, Trustware, ServiceView, SalesForce.com, eDIV, WyStar, Version One, MVAS, PMUWS

PROFESSIONAL EXPERIENCE:

Project Manager

Confidential

• Analysis and creation of Program Documents supporting all phases of a Program Lifecycle Administration and Change Management at Program level change, risks, issues, decisions, and action items
• Ensure Program Manager, Project Managers and Team Members are apprised of program initiatives and communications
• Provide oversight and preparation of program reports, communications and SharePoint content
• Create required Program/Project documents in adherence to TPM/PMO requirements and ensures those documents are properly managed in SharePoint and PMUWS Quality Controls
• Responsible for completing process analysis, identifying procedural and control deficiencies and recommending and implementing solutions

Senior Business System Analyst

Confidential

• Elicited and documented business requirements, risks and priorities to establish a clear understanding of the stakeholders’ environment in support of solution development
• Worked on an agile team to write user stories for business requirements within our in-house application to manage releases for sprints
• Facilitated JAD sessions with the product owner to create and prioritize the epics in the backlog
• Facilitated sessions with scrum team to create user stories from the epics in the backlogs and validate the requirements
• Reviewed the user stories with development team to break down large and complex user stories to help with the design phase
• Designed spreadsheet analysis with pivot tables to present discrepancies in the total of the client’s value
• Analyzed business requirements and performed gap analyses between standard offer products and client needs to validate that client data is correctly provided
• Supervised Preprod testing by writing test plans, facilitating meetings with the business and technical teams to manage the issues and progress of testing in order to comply with SDLC regulations.

Senior Business System Analyst

Confidential

• Conducted JAD sessions with business partners to gather and identify new processes and discuss current issues that need to be resolved
• Managed the Feasibility Phase of the Project to understand the scope by having Standing Meetings with the Management Team
• Created process maps by using Visio to highlight the Server/Storage Decommissioning business process and identify opportunities for improvement
• Developed and document business strategies as business requirements
• Designed and Develop custom SharePoint 2007 WebParts, Workflows, and Branding
• Designed and Develop custom SharePoint 2007 applications using SharePoint Designer
• Managed users access and site information on SharePoint 2007 site
• Wrote procedural manual for new business processes Technology Legal Hold and for maintenance of Sharepoint 2007 site

Senior Business System Analyst

Confidential

• Facilitated JAD sessions on a variety of projects pertaining to Divestiture, Rehosting, Claims, Non-Claims, Statements and Mortgage
• Designed and developed Use Cases using MS Visio to develop the future state for the system
• Created process models by using visio to highlight the business process and identify gaps in requirements
• Conducted UAT meetings with the business to coordinate test scripts, test plans, and data conditioning.
• Compiled data to conduct analysis from several application sources and presented the data to management for decisions on funding the project
• Evaluated the given problem, situation and crisis; investigate for solutions using data analysis practices and prepare analysis reports
• Conducted Joint Application Development (JAD) sessions to iron out issues and to accelerate the requirements gathering process
• Prepared analysis reports and responded to any queries, complaints or suggestion in this regard
• Wrote business requirements on enhancements and transition related initiatives related to existing applications
• Analyzed data on applications in the Citrix and Proxy environment to determine the go-forward platform in new environment
• Managed data by uploading analysis reports on applications onto Sharepoint site and created Views to control access into the data.

Senior Business System Analyst

Confidential

• Facilitated as a focal point of contact for the business units and other departments for all general and specific requirements in regards to governing processes and project management/development activities.
• Led and/or participated in the design, development and implementation of complex system engineering activities involving cross-functional technical support and system programming
• Facilitated status meetings to manage the progress of SIT with the team onshore and offshore
• Managed projects through an Agile process by having scrum meeting, sprint planning and daily scrum.
• Created user stories as business analyst/ co-scrum master for business requirements to manage the sprint release and backlog them within VersionOne.
• Created swim lanes within the business requirements to identify the current state business process to help facilitate discussions for the future state process.
• Analyzed and designed Business Processes and Workflows with the objective of improving efficiencies.
• Conducted Joint Application Development (JAD) sessions to iron out issues and to accelerate the requirements gathering process
• Designed and developed Use Cases and Mock-up screens using MS Visio to develop the future state for the system
• Created process maps by using visio to highlight the business process and identify gaps in requirements

Project Manager

Confidential

• Wrote business requirements, technical and functional documentation.
• Conducted Design Sessions with the business to gather requirements and develop a prototype for the business to have a preview of the application.
• Conducted Peer Reviews to walk through business requirements.
• Conducted training sessions with the business to help facilitate the onboarding of the business onto the new application ServiceView.
• Developed the GUI screens for the ServiceView applications.
• Created process maps to help with the design of the workflow and identify the business roles impacted in the new process.
• Supervised UAT by writing test plans, facilitating checkpoint meetings with the business and managing the issues and progress of testing in order to comply with SDLC regulations.
• Managed SIT by writing scripts and testing in Quality Center
• Followed the SDLC process for the documentation.

Project Manager / Senior Business Analyst on Middleware Project

Confidential

• Provided leadership and direction to project team by understanding business processes, gathering requirements, identifying potential usability issues, managing scope, and ensuring that an appropriate level of application quality was maintained at all times
• Supervised and ran weekly status meetings with the business to manage the issues and progress.
• Wrote Environmental Test Plan to create a level of comfort for the business parties involved in the utilization of the system as well as resolve any outstanding issues with the system. The statistical results determined whether the new platform would be a strategic solution.
• Created Project Plan for Wealth Management Operations to manage the resources and deliverables on the project.
• Facilitated sessions with the business lead to identify the business requirements and user acceptance testing standards.
• Coordinated the Mock Testing with the Wealth Management Operations to create test scripts, manage the tasks for testing and create a process to use QTP to run the scripts.

Project Manager/ Senior Business Analyst

Confidential,New York, NY

• The project involved converting a manual cash management workflow of phone calls to a STP process. This facilitated issues from downstream to upstream which in turn decreased operational risk.
• Provided leadership and direction to project teams by understanding business processes, gathering requirements, identifying potential usability issues, managing scope, and executing the project plan
• Acted as the main point of contact between many levels within Corporate Treasury and Operations, including Senior Management, Operations project managers and the business managers.
• Collaborated directly with business units to assess the impact of business requirements and to reach consensus on alternative solutions when necessary in an effort to maintain a consistent yet flexible model
• Created an extensive test plan to identify all of the paths that a user could follow and all of the combinations of events that could occur.
• Wrote comprehensive business requirements to illustrate the current process to the end state of a straight-through process of the payment process.

Confidential,New York,NY

Allocation Controller, Assistant Vice President

• Managed a $89M internal expenses for Technology in Institutional Trust Services
• Implemented monthly financial reporting processes to ITS businesses such as Confidential.
• Created and manage the Access database for all the Technology allocations to produce adhoc reporting
• Created P/L Plan and Forecast for Technology’s internal allocations to the businesses
• Collaborated with the businesses within ITS to create their allocation methodology and discuss their monthly expenses
• Managed Intern who coordinates and processes invoices for all of ITS Technology