SUMMARY:

• Information Technology Leader with strong analytical and technical experience in managing multimillion dollar programs and projects focusing on Metrics and Reporting for quality assurance / UAT testing and trend reporting.
• Have the ability to manage/build teams, training, developing, mentoring, and motivating team members to reach their optimal potential.
• Recognized for delivering value and results in delivery of project milestone in a timely manner, process improvement, quality assurance/control, Waterfall/Agile/Scrum, communications, data management, and environment management.

EXPERIENCE:

Confidential

Vice President, Consultant Systems/Software QA

Responsibilities:

• Create, Prepare, Monitor and track metrics around testing code coverage to ensure continuous improvement
• Spearheaded Defect Trend reporting to better improve and streamline testing quality with testing team and Line of Business
• Oversee and communicate test approach to leadership, work with the Execution Leads/PMO team to ensure timelines and expectations are met
• Ad - hoc reporting on health of testing progression/defect management and creation/documentation of new processes or improve process to be better suited for program
• Hired, developed, and coached program testing manager individuals to become high performing team members continuously with a focus on adding value and making a positive difference.
• Continuous process improvements to increase efficiency and ensure all audit requirement needs are met
• Lead the automation effort for data conversion validation to reduce the manual testing scope to prepare for conversion weekend for data testing going from 5 weeks to reach the goal of 48 hours
• Oversee and facilitate delivery of test artifacts by test leads (as outlined by BAC Change Standards and Enterprise Testing Standards)
• Establish and facilitate routines for testing events and participants
• Partner with technology, PMO, and test teams to address and resolve issues, escalation, retrieve status
• Communicate and oversees documentation of 1) Approach and method for reporting of testing status 2) Requirements and configurations of test environments 3) Processes and requirements for reserving and accessing test data for E2E Testing
• Ensure testers have access to all identified testing tools such as HP Quality Center (ALM), Rally, and other systems necessary for preparing, storing, and executing test scripts and logging defects
• Facilitate Defect calls and manage defects in ALM for all testing phases (DEV, CIT, Data Conversion Validation, SIT, UAT)
• Training lead for all test execution and defect management for ALM and Testing Enterprise Standards

Confidential

Vice President, Tech Project Solution Consultant

Responsibilities:

• Coordinate with Application Development teams, Project Managers, and Front Line Units for delegated self services enhancements impacts the current default servicing process and applications (PEGA, SQL, and JRULES)
• Support daily self-service changes submitted by the Front Line Units
• Train associates within Business Rules Configuration Management team to be able to support daily self service configurations
• Consult as SME for UAT testing and strategies for new and existing default servicing systems

Confidential

Assistant Vice President, Tech Project Solution Consultant

Responsibilities:

• UAT (User Acceptance Testing) Coordinator in defining project scope, test objective, test strategy, data requirements, and line of business goals are met for UAT testing effort for Loan Mod Application (LMA)
• Proficient in project planning, scope management, requirement gap analysis, resource management, issue management, risk management, and status reporting
• Manage requirement gathering and business/system analysis phases for multiple projects concurrently
• Analyze business requirements and segregating them into high level and low level system use cases
• Spearheaded line of business and BTR COE UAT transition to alleviate UAT testing by line of business with documentations and procedures of what business expects after project implementation
• Provide and train associates within BTR COE UAT using SQL queries for testing and analysis
• Ad-hoc production support after project implementation for further clarifications and/or provide work around/fix plans for critical production issues identified

Confidential

Operations Project Manager

Responsibilities:

• Spearheaded Offline Loan Modification Application (Non-LMA) automation from Excel to SQL to generate terms for Make Homes Affordable programs for permanent loan modifications for Delayed Conversion loan modification population.
• Create, support, and maintain daily exceptions report from SQL database for Work in Progress Delayed and Non Delayed Conversion loan modification populations and special projects for Non-LMA for upper management assigned to Confidential
• Designed, created, and maintained data pull process for Make Homes Affordable (MHA) offline generate terms to use in offline Excel model.
• Spearheaded Financial QC automation project from Excel to SQL for all Make Homes Affordable (MHA) programs for trial and permanent loan modifications.
• Provide and train associates within Confidential using SQL queries for data pull and analysis.
• Prepare ad-hoc reports on time sensitive projects using SQL queries and data analysis for upper management.

Confidential

Consumer Product Strategic Analyst

Responsibilities:

• Prepare, reconcile, and maintain the Neighborhood Assistance Corporation of America ( Confidential ) Summary Report and Daily 30+ Days Aging Report for the Home Retention Division (HRD) Advocacy group on a daily basis using SQL scripts.
• Created and currently maintain the Confidential SharePoint website that houses both loan detail data and Confidential Summary Reports and Daily 30+ Days Aging Reports. SharePoint site is used by executive management on a daily basis.
• Reconcile, maintain, and make enhancements to the Repurchase Database Application for the Portfolio Analysis Repurchase team. Application uses a MS Access front-end that pulls data directly from MS SQL Server.
• Responsible for preparing, reconciling, and maintaining the Global Repurchase Report that summarizes Repurchase/Make Whole Loans activity.
• Prepare, reconcile, and maintain the monthly Stop Advance Carry Cost Report used by Investor Accounting to stop advancing payments to investors due to delinquency of loans or contractual obligations.
• Designed and created the Stop Advance Database for the Investor Accounting Team to view details of loans in Stop Advance status.
• Designed and managed process for users to request changes and updates to the Repurchase Database and the Confidential Summary Report.
• Spearheaded special project to document reconciliation procedures pertaining to Confidential Summary Report and Repurchase Database.

Confidential, Irwindale, CA

Financial Analyst

Responsibilities:

• Responsible for Customer Program Elements which consists of Defective Incentives (DFI), Marketing Development Funds (MDF), Volume Incentive Rebate (VIR), and Price Protection (PP). Review contracts and amendments on an on-going basis, maintaining information in database. Prepare and reconcile CPE statements and post sales journals on a monthly basis. Create ad-hoc reports as needed by management.
• Responsible for Vendor Rebate Program which consists of Defective Incentives (DFI), Marketing Development Funds (MDF), Volume Incentive Rebate (VIR), and Price Protection (PP). Review contracts and amendments on an on-going basis, maintaining information in database. Prepare and reconcile VRP statements and post purchase journals on a monthly basis. Create ad-hoc reports as needed by management.
• Prepare and reconcile Sales and Use Tax information for all states on a monthly and quarterly basis.
• Maintain Revenue Share Program. Prepare and reconcile revenue share reports on a monthly basis. Process sales journals, purchase journals and distribute customer payments.
• Lead initiative to document procedures pertaining to Customer Program Elements, Vendor Rebate, Tax preparations, Revenue Share Reports, and Price Protection. Implemented new controls where gaps existed in existing procedures.
• Generated Activity-Based Costing report for Inventory on a monthly basis and perform variance analysis to ensure data accuracy.

Confidential, Westlake Village, CA

Financial Analyst

Responsibilities:

• Provide support on a continuous basis for three areas of responsibility; Capital Adequacy calculations, Earnings Forecasts and Executive Management Reporting.
• Engage production divisions and human resources data owners to prepare, reconcile, and maintain monthly sales Headcount Report used for publication in 10k or 10Q and internal reporting.
• Prepare, reconcile, and maintain Tax Allocation and Tax Forecast for Accounting and Corporate Tax on a weekly and monthly basis.
• Compile and analyze historical data using Hyperion 5.5, SAP Outlooksoft, and SQL Query Analyzer for the creation of historical and forecast income and balance sheet statements, and production unit and dollar volume for all corporate legal entities and business segments.
• Designed and built the forecasting model for Risk Based Capital using Hyperion 5.5. Maintain and supervise data on a monthly basis.
• Maintain and reconcile output of regression forecast models for all legal entities and production divisions within the corporation.
• Designed and built new balance sheet forecasting model integrating all legal entity and business reporting segments with Capital Adequacy calculations.
• Assist Quantitative Risk Management (QRM) team in determining and inputting capital adequacy calculations for risk metrics forecasting model.
• Train and supervise India team in collection and maintenance of historical accounting and financial data utilized in forecast models.
• Spearheaded special project to document reconciliation procedures pertaining to historical data accuracy and maintenance.

Confidential, Los Angeles, CA

Senior Accounting Clerk

Responsibilities:

• Supervised and coordinated work of three student co-workers and trained new student workers in departmental procedures.
• Oversaw processing of accounts receivable for university entities and preparation of spreadsheets and corresponding journal entries for gift receipts. Reconciled monthly merchant fees and treasury reports.
• Led special project to document reconciliation procedures pertaining to depository accounts.

Confidential, Orange, CA

Intern

Responsibilities:

• Engaged client process owners and Internal Audit management to address, develop, and test for Business Cycle and General Computer controls.
• Prepared benchmarking, walkthroughs, and testing documentation to satisfy engagement requirements and client needs.
• Performed and documented testing on the Oracle Peoplesoft financial system.
• Helped client develop mitigating control to address access control deficiency discovered during testing.