SUMMARY:

• Business - side Project Manager/ Business Systems Analyst fully versed in SDLC processes, including multiple methodologies. Motivated leader for multiple task forces focused on innovation, communications and employee morale.
• Project Management (SDLC and Business Operations using Agile, Waterfall and hybrid methodologies)
• Managed business-side processes of Web application to dual factor single sign-on data security platforms (SiteMinder) using digital s and SecurID fobs. Coordinated efforts between multiple teams: IT, data security, legal, client service, ID administration, global product, testing, user groups, and external clients
• Led Six Sigma projects for global account setup and administration, streamlining processes for teams
• Managed projects and project phases as roles dictated (i.e. business systems analyst, test team leader)
• Centralized investment advisor relationships for corporate action processing. Managed process for up to 50 business units per migration. Analyzed business unit processes, ensured all processes were realigned
• Converted clients/investment advisors from paper based processing to Web based application
• Established proxy voting services in 40 global markets and tax reclaim rights with Spanish authorities/ agents for American Depository Receipts
• Business Systems Analysis (Agile and Waterfall methodologies)
• Led requirement gathering sessions with business users for RPA, internal and client-facing applications
• Created and presented business systems requirements. Artifacts included text, screen designs, process flows, use cases, data dictionaries, change control, project tracking, management reports, release notes and documents. Coordinated efforts of business, IT, clients, product and legal entities
• Performed gap analysis, documented and implemented new/improved processes and/or systems enhancements to support: global corporate actions; global income; tax services; retiree services; sales; ecommerce; billing; credit card compliance; procurement; distribution; cost data dissemination
• Essential business-side team member responsible to migrating clients of Web-based application to federated, dual factor platform using SiteMinder, SecurID and PING Identity
• Key team member defining and implementing standardized project lifecycle process and associated artifacts
• Conducted in-person/ phone product for internal/ external clients; trained global site product teams
• Coordinated migration to a product support help desk: process identification, troubleshooting guides and support guidelines technical Writing
• Created application manuals and materials, release and support documents
• Created process flows for system and process identification and improvement; wrote operating procedures
• Systems Testing
• Wrote and executed test plans and cases based on functional specifications and business requirements
• Managed business unit test resources, including workloads, coaching of test efforts, and full expectations
• Identified system defects; documented, facilitated and prioritized defect resolution with business and IT
• Business Continuity
• Created communications-side business contingency plan for entire company (Reed Construction Data)
• Managed Corporate Business Continuity Plan for department of 300 (State Street). Ensured all system-reliant processes had proven manual work-arounds. Led test efforts; raised compliance by 20%

TECHNICAL SKILLS:

Project Tracking Tools: Smartsheet, Jira, ClearQuest, Asana, HP Quality Center

Proprietary Mainframe, Stand: alone and Web based Systems/ ApplicationsRobotic Process Automation (RPA), Six Sigma, Agile, Waterfall Data Security Mechanisms, limited knowledge of SQL

PROFESSIONAL EXPERIENCE:

Confidential, Westwood, MA

RPA Process Analyst and Business Systems Analyst

Responsibilities:

• Conducted requirement gathering and documentation for core client-facing systems following waterfall process. Identified and vetted requirements for robotic process automation, including full process redesign. Guided efforts between multiple developers, business units and test personnel. Created key project artifacts including requirements, user stories, test cases and guides.

Confidential, Bourne, MA

Registration Manager

Responsibilities:

• Led client-facing web site design and implementation for customers' event websites. Fostered client relationships.

Confidential, Rockland, MA

Business Systems Analyst

Responsibilities:

• Performed business and business systems analysis functions for full integration of companies’ core systems

Confidential, North Quincy, MA

Business Systems Analyst

Responsibilities:

• Automated citation process used by all MA police, court systems and insurance companies
• Coordinated system testing; created communications on changes required due to legislative initiatives

Confidential, Hyannis, MA

Business Systems Analyst/ Project Manager

Responsibilities:

• Implementation of full service vendor-based mobile banking platform, including many products; led Operations and Retail review and change of impacted processes

Confidential, Norwell, MA

Business Systems Analyst

Responsibilities:

• Sole Business Analyst at RSMeans spanning all business units, coordinating efforts with parent company ( Confidential )

Confidential, North Quincy, MA

Officer, Business System Analyst

Responsibilities:

• All tasks related to retiree benefit plan distribution core system and Web based application
• Tested 91 applcations (SQL or macro-driven) for migration to Oracle based, single sign-on Web platform. Applications used globally for stock lending; income collections; and tax collections for mutual fund and pension accounts
• Performed business systems analysis for first-to-market interactive Web application providing corporate action processing; led business side implementation of multiple security platform changes; trained client

Confidential

Analyst/ Sr. Proxy Coordinator

Responsibilities:

• Combined role for proxy projects, team management and processing; coordinated with multiple internal business units, technology and regulatory units, sub-custodian banks, gov't agencies, voting agents, clients and company directors