PROFESSIONAL SUMMARY

A Business Analyst / Project Management professional in the Financial Services and Healthcare industry with over 21 years of experience. Expertise in defining & documenting business requirements, develop process / data flows, perform business analysis and project management functions. Ability to coordinate and multi-task efforts across organizational lines and effectively communicate to all levels of management. Experience defining and researching solutions to issues that impede the projects objectives. Proficiency in defining technical requirements, test plans, and developing and managing use cases.

ACHIEVEMENTS

• Served as system/SQA testing team lead by creating and executing test scripts for data extracts, reconciliation, and reporting functionality. Analyzed and reported on all test scripts that were executed to ensure expected results were achieved. This ensured we were compliant and quality of testing was achieved.


• Managed the JIRA issues report for the TDR Project Team. Ensured that all issues were accurate and all statuses and comments were up to date. Responsible for designing and producing applicable issues reports for appropriate stakeholders and team meetings. Reports were used by all stakeholders to gauge project issues and was also used as a compliance tool to track, log and close out all issues.


• Led analysis of the Intrader system by working with analysts, developers and technical team. This led to me providing a complete and comprehensive function specification for the project, while becoming a \"Subject Matter Expert\" for the Intrader system.


• Analyzed the Source System / General Ledger reconciliation process that was to serve as the core of the new Data Repository. Provided me an in-depth understanding of the how the general ledger structure operated and allowed me to accurately document, test and perform reconciliation functionality. The upfront analysis eliminated any re-do of work downstream.


• Became my project teams \"Subject Matter Expert\" in Requisite Pro. I was responsible for overseeing the management and tracking of all \"Use Cases\" using this functionality. Also develop use case process and data models to clearly identify data and system flows. Requisite Pro is the compliant project methodology that is utilized throughout State Street Corp.


• Documented process and data flow by developing data models, prototypes and use cases. Flows were executed by working with the business and systems associates to gather data and then document by utilizing Visio or Rational software. These efforts allowed both business and system personal to participate in accurately documenting and understand how the process / data flows operated. This exercise; eliminated rework downstream and to easily identifying areas were improvements could be made.


• Managed \"Use Case\" process by scheduling, tracking, and reporting on use case statuses to management.


• Developed budget management tools for HIPAA project where none existed previously to ensure funds were not being overspent. This reconciliation process managed project spending and eliminated overpaying vendors which had previously been widespread.
• Developed and managed various project management reports to the PMO office for the HIPAA project which involved monthly / bi-monthly updates to upper level management. These reports allowed all levels of management up receive up to date reports in formats that were compliant to their needs.


• Worked with all HIPAA project teams in ensure they were prepared to be compliant by a federally mandated deadline. Assisted the teams in various capacities such as; developing use cases, developed medical code traceability matrixes, interviewing business users, documenting and resolving issues / risks and perform cost benefit analysis.
• Documented financial conclusions and recommendations for corrective action procedures in accordance with business requirements. This provided clear and concise audit records of what audit functions took place and what procedures could be improved to maximize efficiency.


• Analyzed control processes/ functions /operations and reviewed quarterly fund group documentation procedures. This ensured that proper accounting controls were in place to ensure compliance with all regulations and also limit financial loss.


• Developed relationships with clients, vendors, brokers and internal business areas regarding all account transactions and related issues. Gained colleagues confidence as a \"can do\" person and became highly relied upon to manage all situations that impeded day-to-day operations.


• Defined and draft detailed business requirements for a reconciliation process by facilitating user meetings, interviewing users, developing system use cases, researching and resolving issues. This new process streamlined the business reconciliation process by 75%.


• Assisted in the analysis and reengineering of internal processes and recommend solutions and improvements to fund group transaction methods. New processes allowed for faster and more efficient movement of cash.


• Consolidated and streamlined project documentation including all milestone reports, issue/risk management processes, and intranet resources. This enabled all nine (9) project teams and management, for the first time, to have accurate, up-to-date and consolidated project data in timely manner.

Confidential, Boston, MA Feb 2007 - Feb. 2009

Business Systems Analyst, Officer

• Interact with various Global Treasury business areas and stakeholders to identify, define and document complex business requirements and source system data elements.


• Develop knowledge base of key Treasury products and systems that lead to the designation as a \"Subject Matter Expert\".


• Ensure all necessary data for use within the Treasury Data Repository is accurate, well defined and thoroughly documented.


• Proficient in the use of Rational SSUP / RUP Processes which includes the ability to create all applicable artifacts and utilize the Requisite Pro software for analysis, use case development and traceability purposes.


• Develop process and data models (use cases) to clearly identify data and system flows.


• Work closely with IT counterparts to analyze and review use cases.


• Define and design required internal and external reports as determined by the business units.


• Identify, document and escalated issues / problems relative to the project as they arise.


• Serve as system/SQA testing team lead which involved creating and executing test scripts for extract, reconciliation, and reporting functionality.


• Manage the JIRA issues list for the TDR Team. Ensure that all issues are accurate and up to date. Design and producing applicable issues reports for appropriate stakeholders (e.g. Basel) and team meetings.

Confidential, Quincy, MA Aug 2001 - Jan 2007

Project Management / Consultant III: HIPPA, I.D. Conversion & Meta Vance System Integration Teams

• Managed nine (9) project teams\' activities regarding multiple project updates, statuses, risks and milestones regarding the implementation of new federal healthcare guidelines and a new operating system.


• Consolidated and streamlined project documentation including all milestone reports, issue/risk management processes, and intranet resources. This enabled all nine (9) project teams and management, for the first time, to have accurate, up-to-date and consolidated project data in timely manner.


• Assisted Project Managers and project team members with meeting report deadlines, resolution of issues, and development / tracking of milestones. This effort enabled all project team leaders to consistently meet monthly project deadlines.


• Assisted / Led the Risk Management team with its ongoing assessment of the project by identifying and mitigating risks that would be an impediment to achieving the timely implementation of new federal mandated healthcare guidelines.
• Documented business requirements and processes to be utilized by the information technology group. This effort laid the groundwork for the IT team to develop and configure all system requirements in order to meet business specifications and requirements.


• Developed and implemented Business Opportunity Review database on a new internet based software called E-room. This provided all project associates a web-based software that now provided a central location for all project documentation and data.


• Extracted business requirements by interviewing users and performing workshops. Data was then re-validated by the uses and me to ensure completeness.


• Developed traceability matrixes to easily identify data elements being moved between applications.


• Developed Use Cases utilizing Visio that clearly outlined process and data flows for both technical and business teams.


• Developed user specific \"dashboards\" for reporting project statuses.

Confidential, Quincy, MA July 1987 - Aug 2001

Project Analyst - Business Project Services, 1999 - 2001

• Defined and draft detailed business requirements by facilitating user meetings and interviewing users, developing use cases, researching and resolving issues.


• Performed analysis of internal process redesigns and recommend solutions and improvements.


• Reviewed client specifications and developed rollout and implementation plans and procedures for new clients.


• Coordinated training and documentation of new functionality and provide initial help desk support as part of rollout process.

Business Analyst - Securities Operations , 1998 - 1999

• Facilitated and performed project research on multiple projects.


• Performed analysis of internal business operations and documented findings.


• Assisted in financial model development and implementation planning of an NRA tax system.

• Planned, scheduled and managed the daily operations of multiple client relationships.


• Maintained & developed strong relationships with clients, vendors, brokers and internal areas regarding all issues on accounts.


• Recommended and implemented methods to restructure client procedures.


• Enhanced communication and problem solving processes between various groups.

Team Leader - Institutional Investor Services Division, 1987 - 1997

• Developed relationships with clients, vendors, brokers and internal business areas regarding all account transactions and related issues.
• Reviewed and signed off on audit, cash, financial and process reports.


• Provided training to new staff members and provided input to their performance evaluations to existing manager.


• Resolved complex issues as required with internal and external client groups.

• Calculated futures and options daily cash movement.
• Relied upon to provide clients with accurate and timely trade / settlement data and resolve any and all issues in a timely manner.
• Worked with various brokers to resolve any trade posting or settlement issues.


• Monitored, reconciled and verified sub-custodian share holdings to ensure trades were not rejected due to lack of share position.

• Planned and lead audits of various pension fund portfolios.


• Documented financial conclusions and recommendations for corrective action procedures in accordance with business requirements.


• Analyzed control processes/ functions/operations and responsibilities.


• Prepared formal sign off and reviews with portfolio accountant.

• Created and reported net asset information for assigned products (pension funds, domestic / international portfolios).


• Prepared month-end and year end reports for clients in a timely and accurate fashion.


• Managed the timely and accurate control of securities transactions settling through domestic & international sub-custodian banks.


• Monitored, reconciled and verified sub-custodian holdings, distribution of income & corporate action notifications.

• MA - Certification Business Analyst


• MA - Certified Income Tax Preparer

• Bachelor of Science in Business Administration, Accounting Concentration