SUMMARY:

• Collaborated with pharma personnel to write training scripts, user guides, manuals and create video presentations on policies and procedures for pharma factory operations
• Analyzed factory processes and develop step - by-step procedures to move operations to C&C
• IT Security, Legal, Policies & Procedures. Audit, and Risk/Compliance Testing Divisions: Researched, determined and documented security and regulatory needs and wrote courseware to mitigate risks
• Researched U.S. and foreign laws and regulations to create 35 courses for the domestic bank and the Americas; e.g., Mexico, Colombia, Peru, Venezuela, Argentina, Chile, Brazil and Canada

TECHNICAL SKILLS:

Office: MS Office Pro, Advanced Excel & Access, Visio, Project

Accounting: XMS, Oracle Accounting, Computron, QuickBooks Pro

Management: PeopleSoft, SAP, Oracle EBS, Primavera, MS Project, Hyperion

DB & Analytics: Access, SQL, Crystal, Hyperion 11.2.2, BMC Remedy, SPSS, Tableau

BI/BPM Software: Hyperion, Primavera, SAP Panorama BIS, SAP Business Objects

Internet/Graphics: Flash, HTML, Java, Dreamweaver, Photoshop

Sales: SalesLogix, SalesForce, Microsoft Dynamics CRM, SAP CRM

ELearning: Captivate, Articulate Storyline, Oracle UPK, RoboHELP. Quizmaker

Distance Learning: Centra, Lotus Sametime, Microsoft Live Meeting, WebEx

LMS: SABA, Lectora

QA: BugTracker, Mercury, ClearCase

PROFESSIONAL EXPERIENCE:

Confidential, NY

Sr. Technical Writer & Training Lead

• Collaborated with pharma personnel to write training scripts, user guides, manuals and create video presentations on policies and procedures for pharma factory operations
• Analyzed factory processes and develop step - by-step procedures to move operations to C&C
• Developed IT Security Audit Policies & Procedures and training for cyber issues
• Delivered presentations to local business groups on cyber security and corporate protection

Confidential, New York, NY

Assistant Vice President 

• IT Security, Legal, Policies & Procedures. Audit, and Risk/Compliance Testing Divisions: Researched, determined and documented security and regulatory needs and wrote courseware to mitigate risks
• Researched U.S. and foreign laws and regulations to create 35 courses for the domestic bank and the Americas; e.g., Mexico, Colombia, Peru, Venezuela, Argentina, Chile, Brazil and Canada
• Liaised with Information Security team to develop global policies and training for Identity Theft and Cybersecurity
• Maintained and updated repository of compliance topics and training for the Compliance Team
• Disseminated Compliance and Cybersecurity information to the 100+ member Compliance Team
• Led workshops for the Compliance Team members to study and pass the CAMS

Confidential, New York, NY

Instructional Designer/Risk Management & Compliance

• Working with Risk and Audit Divisions, created on-line courses in Risk and Compliance for Application Security Controls and User Tool Management using Captivate
• Created Bank Policy courses for Bank Governance using narrated Captivate and PowerPoint with animations

Confidnetial, Sacramento, CA

Instructional Designer/Trainer - Hyperion, PeopleSoft Financials, UPK Developer

• Developed courses for Hyperion and PeopleSoft Financials using UPK
• Trained nearly 1,000 users at all levels in classroom and on-line settings

Confidential, Houston, TX

Training Coordinator

• Managed training for SPSS analytics and SQL Server
• Managed reports using Tableau
• Researched IT Audit and Security Software and made recommendations
• Researched external training companies and recommended hiring for outside consultants
• Created, delivered and evaluated training for global staff via WebEx

Confidential, Atlanta, GA

Training Manager & Instructional Designer

• Created training materials - books, job aids, and PowerPoints for PeopleSoft Financials and Hyperion 11.2.2 upgrade, Hyperion SmartView and Financial Reporting
• Trained nearly 400 users in a classroom setting, from staff to top managers

Confidential, NJ

Technical Writer

• Working with top management, documented training needs for Global Business Group & Audit
• Developed training for Confidential Global Workshops - SAP HR & Financials for Global Business Group (Budgeting & Capital Planning and Compliance (Risk & Partner Rotation), & IT Security Training

Confidential, Queens, NY

Database and report developer

• Managed conversion from legacy database for new SAP system
• Collaborated with database team to determine best reports and queries for client
• Created interactive reports/documents using Microsoft Access database to output to Excel & Word

Confidential,New York City, NY

U.S. Systems Trainer and Instructional Designer 

• In a challenging regulatory and development environment, liaised with Global Deployment Team to ensure that managers, analysts, QA teams could use proprietary tools for onboarding customers to comply with regulatory mandates and that project scope met all the business objectives of Bank
• Led blended, platform, WebEx & individual training for new software for all Bank analysts, managers & QA personnel in the U.S.
• Analyzed new and existing bank clients using Norkom CDD/KYC software
• Analyzed & tracked statistics for training completion for weekly managerial reports for US & UK
• Updated SharePoint site as materials and applications were revised, identified risks, proposed solutions to management for change management of procedures for KYC practices

Confidential, New York, NY

Trainer/Instructional Designer

• Trained 400+ domestic and international analysts, managers and financial personnel to use revised Proprietary Ratings Software via WebEx and classroom training
• Created training for project, including user manuals, Quick Reference Guides (QRGs), and short WebEx modules on SharePoint to facilitate quick reviews of each topic (EPSS)

Confidential, McLean, VA

Oracle Hyperion Financials & Oracle EBS Trainer/Instructional Designer

• In an environment where resistant users could have derailed the project, worked closely with top managers on Change Management to help them accept the new software and to promote it to their users
• Using UPK, designed and created Oracle, Hyperion & Oracle EBS training materials and job aids
• Trained 200+ users on Hyperion modules, including Essbase, OLAP cubes, Planning, Scorecard, and SmartView

Confidential, New York, NY

Instructional Designer and Trainer

• Developed RoboHelp files for specialized Global Markets analysts’ products
• Trained trainers (domestic and international) to use RoboHelp and integrate program with Captivate

Confidential, Parsippany, NJ

Technical Writer 

• Wrote and managed documents for new Payroll System project
• Developed document library
• Created illustrated user guides, operations manuals, process flows, analysis tools, on-line help, & QRGs
• Edited existing documentation to fit new audience requirements
• Created Visio charts and diagrams, Excel graphs, and complex forms using Adobe Acrobat

Confidential , New York, NY

Trainer/Instructional Designer

• Developed Captivate training with animation and sound for SharePoint rollout
• Trained personnel via WebEx

Confidential, McLean, VA

Sr. Instructional Designer 

• Created analysis documentation for program development, working closely with the forecasting and budgeting personnel
• Developed WBTs for PeopleSoft HR, Essbase, Planning, BI, Financial Reporting, & SmartView using PowerPoint, Visio, Captivate, Articulate, SharePoint, & Information Mapping
• Developed training for end users - design plans, storyboards, demos, simulations, interactivity, QRGs for Budgeting, Forecasting, and Time & Labor modules

Confidential, Jersey City, NJ

Technical Writer 

• Developed and edited Policy & Procedure Documents and Supervisory Procedure Documents for banking and trading units (Information Security, Trading Services, e.g., Options, Fixed Income, Clearance & Settlement, Execution Support Desk, Global Business Systems, Tax Management, AML, KYC, SARS, Pershing Technical Group, and Disaster Recovery/Business Continuity, Employee Trading Regulations)
• Researched laws and regulatory requirements of internal auditors, Fed. Reserve, SEC, OCC, FFIEC, & FINRA
• Created standards for interviews with users from all financial LOBs
• Worked with tech writing team to create documentation standards to ensure that Policies and Procedures were consistently researched and documented throughout the bank

Confidential - Parsippany, NJ

Instructional Designer/Technical Writer 

• Using Word, Captivate, SABA, and SharePoint, designed instructional materials for new Confidential HR proprietary product which included:
• Portal Access
• Benefit Management
• Talent & Training Management
• Skills Management
• Recruiting & Coaching
• Time and Attendance

Confidential, New York, NY ­

Instructional Designer/Trainer 

• Using Captivate, designed WBT for new Confidential CRM product (MS Dynamics CRM) for October, 2008 rollout
• Trained teams of Relationship Managers to use CRM product via WebEx
• Trained individual users who preferred in-person training to use CRM product

Confidential, New York, NY

Trainer/Instructional Designer 

• Researched, composed and edited Help Systems for new Treasury System using RoboHelp 7
• Composed Training Demos for banking software - reporting system using Captivate 3

Confidential, New York, NY

Lead Documentation Specialist 

• Created property and casualty documentation for the NY launch of Confidential Co.
• Developed training modules for the launch

Confidential,Weehawken, NJ

Training Material Developer

• Researched laws and regulations and developed learning plans for the bank’s policies and procedures
• Created suite of training materials, including user guides, manuals, and presentations for 66 modules to cover policies and procedures needed to keep branches running smoothly and in compliance with Firm policies and regulatory agencies. (SOX, Security and Business Continuity, Insurance & Annuities, Mutual Funds, Audits, Incoming & Outgoing Correspondence, Employee Trading, Fixed Income, Commodities & Futures, Alternative Investments, e.g., Derivatives, Swaps, Options, Hedge Funds, and IPO’s)
• Created tutorials and simulations using Flash, Articulate and narrated sound files

Confidential, New York, NY

Instructional Designer and Trainer 

• Working closely with SME’s (Audit, Testing, Compliance Officers, attorneys and policy owners), developed courseware and trained personnel on Chinese Wall issues, Computer Security, Reg. W, Political Contributions, U.S. Sanction Laws, Anti-Money Laundering, SARS, Research Independence, Legal Vehicles, SOX, Swaps, Options, Derivatives and Structured Products, Tax Sensitive Products, Anti-Tying, U.S.A. Patriot Act, and Communication Standards
• Developed interactive materials and scripts, design graphics, and web-based trainings on compliance topics and specific internal policies, e.g., Employee Trading System, for global staff

Confidential, New York, NY

Trainer/Instructional Designer

• Trained 2,000 Bank users on new credit analysis products for credit analysis and SAP Business Objects XI using WebEx
• Developed documentation, job aids, QRCs and business simulations for Business Intelligence (BI) software using Captivate
• Trained Asia Pacific users in Far East and India on BI software