SUMMARY:

• Results oriented business operations leader with specialties in Business Systems Analysis, Insurance Administration systems, Requirements and Use Case development, QA and Project Management. Experienced in translating business requirements through all phases of the SDLC into improved workflow and automation strategies that support increasing operational efficiencies.
• Leadership responsibilities for SDLC, Life/Annuity product development, Group A&H, P&C, QA and UAT Testing, Workers Comp and Financial Services systems, Auditing (SOX, GLBA, Acquisitions, Systems), with strong background in Life, Annuity, Variable, A&H, P&C, Mutual Fund and Brokerage insurance administration systems, products and projects. Directed Model Office BA/QA staff during system conversion project. Proven record of developing and retaining staff while building and motivating cross - functional teams to meet objectives and exceed expectations of stakeholders.

TECHNICAL SKILLS:

Skills: SDLC, QA, MS Office, MS Project, Jira, Caliber, Calligo, Quality Center, AutoAudit, Access, WINS, Vantage, LifePro, CyberLife, Life70, LifeComm, Paragon, IVR Managed Java, C++, Visual Basic, QARun developers/programmers and Oracle DBA s Experienced with Oracle EBS, ServMan, Active Directory, WebSphere, MQSeries, Unitech, ABC/CDS, Crystal Reports, Respond

PROFESSIONAL EXPERIENCE:

Confidential, Fair Lawn, NJ

IT Manager - Business Systems Analyst

Responsibilities:

• Perform all BA SDLC support functions for documentation, analysis and implementation of multi-phased projects for upgrades and planning for additional module implementations through Request for Purchase phase. Transitioning SDLC Waterfall process toward Agile approach utilizing Jira.
• Attend and participate in corporate strategy and planning sessions surrounding automation and in corporation of universal technician approach for cable, satellite, microwave tower construction and communications systems integration projects through expanded utilization of Oracle EBS modules.
• Fair Lawn office IT Manager with dotted line supervisory responsibilities for staff.

Confidential, Jersey City, NJ

Lead Manager - Business Analysis/Sr. Consultant

Responsibilities:

• Perform all BA SDLC support functions for documentation, use cases, analysis and implementation of a multi-phased project for separation of broker/dealer retail sales functions to the third party vendor including all financial, commissions and compliance functions. Using SDLC Waterfall moving toward Agile process.
• Support cross-functional effort to implement a new Product Requirements Document (PRD) in IT Product and Actuarial Product Design. Wrote template detailed instructions and new process procedures under CMMI standards. The new PRD combines the content of the Actuarial Business Specifications document and the IT Product BRD.
• Support cross-functional effort to create new current state and BRD documentation including Gap analysis for the PeopleSoft Financials upgrade to v9.1 and People Tools v8.51.

Confidential, Jersey City, NJ

Business Systems Analyst/Technical Consultant

Responsibilities:

• Supported Personal Lines Billing System applications including web based front-end, IVR and WINS back-end for direct and list/agency billing.
• Supported data specifications mapping to web front-end, print vendor and IVR.
• Met with business operations staff on requirements gathering, definition and prioritization through test planning and QA/UAT phase for IVR.

Confidential, Convent Station, NJ

Business Systems Analyst

Responsibilities:

• As lead BSA, responsible for team of four producing 62 life product requirements documents and use case documents over a 7 month timeframe involving reviews with business partners and developers.
• Created project charters and updates, managed change control and issue resolution efforts.
• Prepared material and presentation for QA/UAT staff on new system functionality and responded to QA testing staff ambiguity reviews.
• Attended technical and business related continuing programs.

Confidential, Jersey City, NJ

Senior Internal Auditor/Business Analyst

Responsibilities:

• Audited Workers Compensation systems and operations resulting in enhancements to reporting functionality and streamlined operations.
• Audited payments lock box and recently acquired subsidiaries for compliance with organizational policies and procedures, IT security and disaster recovery status, and operational controls.
• Adapted Internal Control Questionnaire into subsidiary audit tool covering all IT functions including hardware platforms, software applications development,
• Reported over 50 observations in last year and qualified for merit salary increase, bonus and stock based on performance.

Confidential, New York, NY

Consultant/Business Analyst/Auditor

Responsibilities:

• Identified and recommended corrections to deficiencies on Brokerage Underwriting Sarbanes-Oxley workflow review. Diagrammed workflow and created narratives with analysis. Prioritized key controls to establish test approach and validation.
• Spearheaded internal audits Sarbanes-Oxley review of complaint handling and performed workflow audit resulting in recommendations for corrective actions.
• Interfaced with senior management, received compliments for outstanding work resulting in extended engagement.
• Developed Privacy Compliance Program and audit review process for corporate compliance.

Confidential, New York, NY

Vice President - Professional Services Group

Responsibilities:

• Provided budget and income analysis of $28 million in commissions for senior management and corporate headquarters. Implemented new budget system for group.
• Coordinated business requirements gathering and documentation covering all operational functions of the group. Prepared dataflow diagrams for technical analysts.
• Liaison with IT staff in Chicago, New York, London, and local network administrators regarding systems issues including the need to integrate five systems and replace a Legacy mainframe box no longer supported by the vendor.
• Managed project list, prioritization and resource allocation for group.

Confidential, New York, NY

Project Manager- Business Analyst/Consultant

Responsibilities:

• Automated the monitoring of tens of thousands of product buy and sell transactions by completing delivery of a product switching database system that performs data loads, rules engine processing, and reporting.
• Led the effort to automate the FTP transfer and parsing of mutual fund transaction data from a third party vendor, utilizing MQSi and allowing 24X7 access.
• Developed business specifications, designed and implemented a Fund Risk Maintenance Facility providing Lipper Index Services data for over 13,000 Confidential and other non-proprietary mutual funds and variable sub-accounts. System allowed updating of risk classifications for Investor Profile analysis and compliance purposes.
• Coordinated all development activity between business operations and information technology. Reported to president of Registry Systems.

Confidential, Carmel, IN

2nd Vice President - Insurance Systems

Responsibilities:

• Dramatically reduced abandoned call rates (33%) and call turnaround times (16%) in a 60,000 calls per month call center by implementing an integrated IVR and customer service front-end system. Reduced call center costs $500,000 per year through staff reductions and reduced time.
• Utilized MQSeries and WebSphere technologies to obtain quotes and inquiry information directly from the insurance administration systems, residing on multiple platforms.
• Identified $4 million in cost savings by auditing reports of systems problems, performed cost benefit analysis and prioritized work effort to maximize return.

Confidential

2nd Vice President - Insurance Operations

Responsibilities:

• Managed $1 million budget and staff of 40 IS professionals, including two officer level positions.
• Directed relocation of 500,000 Medicare Supplement policies, five systems, staff, and equipment.

Confidential, Mercer Island, WA

Director Research

Responsibilities:

• Directed, developed, and coordinated technical staff support for a member of the nation’s third largest property casualty insurance group in the areas of New Business/Underwriting, and Policy Service.
• Supervised staff of 22 including middle level manager and business analysts. Developed programs, materials, and business procedures for all operating personnel including regional offices.

Confidential

Director, QA/Model Office

Responsibilities:

• Brought new Confidential product to market on time by creating new Model Office Department for QA testing products, systems conversions and enhancements.

Confidential, Columbus, OH

Director

Responsibilities:

• Reported to the president of Confidential while opening and directing the first decentralized life insurance regional operations for Farmers, in Ohio. Began unit with six employees and 3,000 policyholders. Directed expansion to eight states, over 100,000 policies, 100 employees, and responsible for multimillion dollar operating budget.

Confidential

Policy Service Supervisor, Underwriting Supervisor

Responsibilities:

• Management trainee in medical life underwriting position. Promoted to Policy Service then Underwriting Supervisor.