SUMMARY:

• Certified Project Manager and Certified Senior Systems Business Analyst with experience at financial services and mass media firms. Proven experience throughout the entire software development life cycle in project charters, project management, business cases, requirements elicitation, documentation, analysis, system design, quality assurance planning and execution. Experienced in facilitating meetings between business users and IT technologists in a fast paced and demanding environment.
• Project Management
• Requirements Elicitation
• Vendor Management
• SCRUM
• Software Life Cycle Management
• User Acceptance Testing
• Business Analysis and System Design
• Financial Planning & Forecasting
• Data Management & System Integration
• Microsoft Excel Macros & VBA
• Business Intelligence & SQL
• Business Process Modeling

TECHNICAL SKILLS:

Programming: Java, Java Swing, Java Servlets, Java Server Pages (JSP), C/C++/C#, Visual Basic, SQL, HTML, and Matlab

Microsoft: Microsoft Project, Visio, Visual Studio, Team Foundation Server (TFS), Access, SharePoint, Outlook, Word, Excel, and PowerPoint

Databases: Sybase 10, Oracle 8, MS SQL Server 2005

App Servers: Apache Tomcat, BEA Weblogic Application Server

Other Software: PTC MKS Integrity, HP Quality Center, Lotus Notes, Rational ClearQuest, Macromedia DreamWeaver & Flash, and CVS

PROFESSIONAL EXPERIENCE:

Confidential, LOS ANGELES, CA

Project Manager / Business Analyst

Responsibilities:

• Elicited business requirements for the development of epics
• Created and prioritized user stories for the product back - log
• Interviewed Mortgage Loan Officers to elicit and validate business requirements for developing a Mortgage Vendor Ordering system
• Using JAD sessions, elicited and gathered requirements for a mortgage cooperative financial modeling sales application that juxtaposed increased revenue and vendor cost savings opportunities and highlighted the money that clients were leaving on the table
• Created business requirements documents (BRD), functional specifications documents (FSD), data dictionaries, report prototypes, UI screen mockups, test plans, and test cases

Confidential, LOS ANGELES, CA

Senior Business Analyst, Information Systems & Technology

Responsibilities:

• Interviewed CPA clients to elicit and validate business requirements for Financial Planning and Forecasting reports
• Created business requirements documents (BRD), functional specifications documents (FSD), data dictionaries, report prototypes, test plans, and test cases
• Communicated requirements to developers for creating Financial Planning and Forecasting reports in Cognos
• Managed QA Team in execution of User Interface testing and data validation testing
• Managed execution of User Acceptance Testing (UAT) by CPA clients

Confidential, LOS ANGELES, CA

Senior Business Analyst, Information Technology

Responsibilities:

• Liaised with subject matter experts to gather business requirements using interviews and JAD sessions
• Created business requirements documents (BRD), functional specifications documents (FSD), data flow diagrams, data dictionaries, business process flow diagrams, project plans, test plans, and report prototypes
• Communicated requirements to developers to develop Crystal reports
• Analyzed multiple sources of data for developing an operational data store (ODS)

Confidential, NEW YORK, NY

Consultant - Senior Business Analyst, Office of the COO

Responsibilities:

• Liaised with subject matter experts to gather business requirements using interviews and JAD sessions
• Created business requirements documents (BRD), functional specifications documents (FSD), data mapping documents, business process flow diagrams, project plans, report mockups and prototypes
• Communicated requirements to developers to develop Crystal reports
• Analyzed multiple sources of data and developing a data model

Confidential, NEW YORK, NY

Consultant - Senior Systems Business Analyst, Asset Management

Responsibilities:

• Liaised with subject matter experts to gather business requirements using interviews, JAD sessions, and surveys
• Created current state, future state, and transition diagrams and process flow diagrams using Microsoft Visio
• Planned and coordinated System Integration Testing and User Acceptance Testing with developers, testers, and business users
• As part of the Quality Assurance initiative, created complex SQL queries to emulate and test against a new system implementation
• Used Microsoft Excel VB, macros, and pivot tables to analyze data quality issues

Confidential, NEW YORK, NY

Associate - Senior Systems Business Analyst

Responsibilities:

• Collaborated with users, IT, and vendors to gather requirements
• Tracked progress of projects and reported status to senior management
• Collaborated with IT to diagnose defects and performance issues with the Libra accounting system
• As lead business analyst for managing client requests for the firm’s positions & balances and journals, coordinated with senior members of IT to ensure adequate resource coverage, resolved escalated client issues, and oversaw change management for process improvements
• Analyzed general ledger database using ad-hoc SQL queries to discover defects
• Consultant - Systems Business Analyst, Global Wealth Management
• Recruited to gather requirements and ensure quality assurance in the development of financial software applications.
• Performance Reporting on Insurance Annuities: Developing an application to calculate and report performance on insurance annuities. Project was ed semi-finalist recognition for Confidential ’s s for Leadership and Excellence.
• Worked alongside the Insurance Operations group to ensure the quality of the performance reporting on insurance annuities software engine
• Supervised the UAT execution phase for the Insurance Operations users
• Created and implemented a User Acceptance Test (UAT) plan
• Collaborated with users to create and approve test cases
• To resolve issues and software defects, interacted with and led discussions with several groups including the Real Time Accounting group, the Performance Reporting group, the Insurance IT and Insurance Operations group, and the Quality Assurance IT group
• Discovered, diagnosed, investigated, regressed, and documented defects for the Insurance Operations, Insurance IT, Real Time Accounting, and Performance Reporting groups
• Updated and maintained defect tracking system (Mercury Quality Center / Director) for daily defects call
• Used ad-hoc SQL queries, Microsoft Excel, and Access to analyze gigabytes of data. Extensive experience using pivot tables, VBA macros, and formulas.
• Monitored and drove the resolution of defects
• Platform Renovation Project: Vendor-selection project for overhauling the Global Wealth Management department’s platform, which supports the operational aspects of the clearing process for various types of securities, such as equities, bonds, and options.
• Analyzed and normalized requirements for three different candidate vendors
• Examined and eliminated vendors based on each vendor’s capabilities and functionalities

Confidential, JERSEY CITY, NJ

Consultant - Business Analyst, Compliance Department

Responsibilities:

• Coordinated and tracked the life cycle for each department’s PP and WSP.
• Gathered requirements and performed vendor analysis for a build vs. buy decision.
• Created various requirements gathering-related documents including scenarios, functional specifications, as-is and to-be state diagrams, and process flow diagrams.
• As a result from the gathering of requirements and analysis of vendor offerings, successfully recommended a hybrid approach of utilizing two different vendors for completely overhauling the firm’s PP and WSP document management system
• Designed and implemented a tracking and reporting system for monitoring the life cycle of all PP and WSP for the firm. Increased reporting and maintenance performance by 300%.

Confidential, NEW YORK, NY

Consultant - Assistant Project Manager, Project Management Office - Institutional Securities

Responsibilities:

• Coordinated financial business analysts with software developers to create a proprietary financial analysis software platform for a financial services company
• Assisted with status reporting, issue and defect tracking, and work plan creation
• Created business process documentation for analyzing current state processes and designing future state business processes