SUMMARY:

• As a Hybrid Project Manager/Business Analyst I have solid experience in utilizing Project Management methodologies, requirements gathering, and documentation to successfully implement medium to large size projects.
• Solid process/project experience relating to systems, procurement, purchasing, human resources, finance, etc.
• Project management and oversight; project planning and execution; scope and risk management; meeting facilitation and/or conducting JAD sessions to gather business requirements; business modeling, report generation, template/presentation development and meeting facilitation; Strong communication and liaison skills with an emphasis in coordination and vendor interaction.

PROFESSIONAL EXPERIENCE:

Confidential

Project Manager/ Senior Consultant/ JIRA Administrator

Responsibilities:

• Lead Project Management efforts to integrate the Centralized Regulatory Reporting (CRR) FR - Y 14 Q/M Team with the BoA Enterprise wide Data Gap Remediation Project to ensure effective tactical closing and strategic closing of issues impacting the development of FR-Y 14 Quarterly and Monthly (Q/M) Federal Reserve Board (FRB) Schedules.
• Active with the definition and development of the CRR FR-Y 14 Q/M Issue Risk and Control Enhancements (IRC) Management Processes and Procedures.
• Restructured CRR FR-Y 14 Q/M specific processes, develop process flow diagrams and data flow diagrams to facilitate efforts to document and streamline processes.
• Assisted with defining the standard CRR FR-Y 14 Q/M Team Materiality Thresholds identifying components, mechanisms, risks, issues, and measurement including escalation paths.
• Collaborate with the Enterprise Data Management Team to develop and/or refine Data Quality Control and Governance Standards specific to the CRR FR-Y 14 Q/M Team.
• Developed the CRR FR-Y 14 Q/M Template Processing Guide and associated FRB Production Schedule Job Aids to facilitate training required to prepare FR-Y 14 Quarterly and Monthly FRB Schedules for submission.
• Performed production support and data analysis in creating files for the FRB Trading Schedule Data Set to be loaded for 2Q and 3Q Submission Cycles.
• Provided technical support on the various vendors using JIRA 6.2 and Confluence 5.7 Collaboration tools as well as grant users access to Ticketing System.
• Updated SharePoint 2015 Collaboration tool integrated into Confluence works Spaces. ADMIN Permissions.
• Deployed Atlassian JIRA software in support of multiple projects, including set-up and management of users, project roles, time tracking, security, and plug-ins.
• Customized workflows for multiple projects, create custom fields, new issue types, workflow statuses, transitions, post-functions, field configurations, mandatory fields, and workflow schemes.
• Developed creative solutions to complex problems, validate requirements with stakeholders, and provide the optimal IT solution using JIRA.
• Created and maintain detailed technical and user-facing documentation to in corporate third party ad-ons.
• Customized and build confluence pages for various project initiatives and various SEC Directors with Read Only Access Views.
• Lead Collaboration meetings with Program Managers, COTRS and various other counterparts to help guide them through our process of JIRA and Confluence Methodologies.
• Managed several production reporting tasks
• Oversaw Global mailboxes and responded to all e-mails inquiries within standard SLA’s
• Entered, tracked, and reported on questions/issues received by email/phone into JIRA tracking tool.
• Interacted with vendors - escalated defects to vendor contacts and vendor managers, answered vendor questions regarding orders/data files
• Escalated bugs/technical defects (Sev 1/Sev 2 issues, break-fixes) to Level 2 support team
• Generated reports and populate dashboards for project team review (requests, user activity, processing exceptions, etc.)
• Assisted users in application navigation, access issues, etc.
• Processed access upgrade requests received via ARM tool
• Maintained training documentation and FAQ, Hosted Training Sessions centered around JIRA
• Escalated and/or report issues as they are identified to product owner
• Application testing, supporting Agile process in the development and execution of test scripts and test data preparation

Confidential

Operational Risk Consultant III

Responsibilities:

• Oversaw, monitored and managed vendor relationships/engagements within Third Party Information Management Systems (TRIMS).
• Focused on completing third party (vendors) risk assessments and due diligence utilized by the line of business.
• Due diligence includes: Anti-Bribery/Corruption, Business Continuity, AML, Application Patching with regards to vulnerabilities, data classifications, OFAC, movement of data to/from third party, and being able to navigate and understand contract language.
• Reviewed financial statements of the organization and investigated errors, discrepancies, forged/exaggerated information within the documents.
• Achieve a strong, visible social media presence and develop concepts with viral potential. Continuously monitor online public relations and ensure the success of client programs.
• Conceptualized, imitated and implemented companies' social media strategy.
• Developed brand awareness and composed online content.
• Designed, created and managed web based ad campaigns.
• Analyzed reviewed and reported on promotional campaign effectiveness to maximize results.
• Ensured the bank performs the financial transactions and maintains the required documents and records in the manner as required by the law
• Analyzed extensive accounting statements to detect any patterns or trends that present illegal activities or frauds.
• Prepared weekly/monthly reports on forensic investigation of departmental and organizational accounts.
• Coordinated with the regulatory agencies and law enforcement body as and when required.
• Responsible for the coordination and completion of projects.
• Overseen all aspects of projects.
• Set deadlines, assigns responsibilities, monitor and summarizes progress of projects.
• Prepared reports for upper management regarding status of projects.
• Spearheaded the completion of CRDP 2015 past due assessments/deliverables project.
• Successfully reduce 80% of assessments/deliverables backlog within first three months of start date.
• Researched, analyzed, and reconciled vendor deliverables using various systems including TRIMS, TPPP, Emptoris (E-Sourcing), SharePoint, and WAM.
• Enhanced Regulatory Standing, Rating Agency Grades and Shareholder Confidence.
• Monitored monthly performances of 400+ portfolios, detected potential risk factors to report to higher management.
• Followed up with bank clients/vendors on outstanding documents to assure compliant to lending/regulatory laws.
• Assist in performing In-Depth Risk Analysis. The In-Depth Risk Analysis involved looking into policies, procedures, process maps, and training related to the chosen theme or significant event approved by the Operation Risk Management team.
• Analyze business data/process/problems to identify and mitigating any operational risk that arises from inadequate or failed internal processes, people, systems or external events, while maintaining a balance between risk mitigation and operational efficiency.
• Communicating, influencing, and collaborating with senior business leaders to achieve results across business lines.
• Assisted manager to support relationship model by reaching out to the business/vendor regarding updates to or clarification needed on reported events, action plans, RCSA refresher, and be able to provide guidance.
• Helped business leaders to identify, formulate, and implement information protection policies, procedures, and controls for the respective business and/or functional area.
• Facilitated presentations and workshop sessions on process analysis, risk identification, assessment, control and mitigation.
• Assisted in the facilitation and development of meeting materials for the Operational team and other committees.
• Work with other team members on theoretical and numerical issues related to the methodology and tools for operational risk quantification.
• Conducted periodical review and back-testing of the methodology and its system requirement.
• Manage ongoing monitoring controls around Control certification, providing guidance to owners and escalating where appropriate.
• Worked to enhance control environment and assist in close out of audit points.
• Collaborated with various business units across the firm to develop controls and strategies which address risk.

Confidential

Business Analyst II / Vendor Analyst

Responsibilities:

• Oversaw and monitored implementation of compliance guidelines for Vendor Level Quality Plan (VLQP) to ensure an accurate Vendor Risk Assessment Evaluation.
• Applied Waivers and Exclusions for Vendor Level Quality Plans when deemed necessary by compliance guidelines.
• Supported Enterprise Vendor Mangers (EVM) by advising/coaching them on how to make adjustments to their Deal Risk Assessments (DRA) and Vendor Level Risk Assessment (VLRA).
• Managed VA Trigger Issues
• Compiled Enterprise Vendor Scorecards, which measure performance across various lines of business.
• Partnered with Lines of Business (LOBs) to understand consulting requirements.
• Prepared and validated spend reporting and vendor invoices.
• Lead quarterly vendor business reviews and other performance meetings.
• Developed executive-level presentations and updates.
• Built action plans and drove execution of special projects and initiatives.
• Improved systems by studying current practices; designed modifications.
• Built and executed social media strategy through competitive research, platform determination, benchmarking, messaging and audience identification.
• Generated, edited, published and shared daily content (original text, images, video or HTML) that built meaningful connections and encourages community/team members to take action.
• Set up and optimized company pages within each platform to increase the visibility of company’s social content.
• Moderated all user-generated content in line with the moderation policy for each community.
• Created editorial calendars and syndication schedules.
• Continuously improved by capturing and analyzing the appropriate social data/metrics, insights and best practices, and then acting on the information.
• Collaborated with other departments (customer relations, sales etc.) to manage reputation, identify key players and coordinate actions.
• Recommended controls by identifying problems; wrote improved procedures.
• Defined project requirements by identifying project milestones, phases, and elements; forming project team; establishing project budget.
• Monitored project progress by tracking activity; resolved problems; published progress reports; recommended actions.
• Maintained system protocols by writing and updating procedures.
• Provided references for users by writing and maintaining user documentation; provided help desk support; trained users.
• Worked with Sourcing to update Contract Deal Risk Assessments (DRAs) and Parent Vendor-Level Risk Assessments (VLRAs).
• Maintained user confidence and protected operations by keeping information confidential.
• Prepared technical reports by collecting, analyzing, and summarizing information and trends.
• Maintained professional and technical knowledge by attending educational workshops; reviewed professional publications; established personal networks; benchmarked state-of-the-art practices; participated in professional societies.
• Contributed to team effort by accomplishing related results as needed.
• Skilled User Acceptance Tester (UAT) understands the need to meet all functionality requirements for business client end-users of new applications.
• Involved in creating Test Plans, Test Cases and Test Scripts. Categorized Severity Incidents Reports based on severity and interfaced with developers to resolve technical issues.
• Checked the data for premium verification and interacted with Team lead and developers while testing the application.
• Documented test cases for Functional and Regression Testing.
• Experience with BRD’s (Business requirements documents).
• Performed Data Driven Testing using extensive data in the test scripts.
• Performed all phases of end-to-end testing which includes User Acceptance Testing, Functionality Testing and Regression Testing of the Application.
• Provided expert enterprise analysis and business process transformation capabilities to identify requirements and define solutions.
• Performed business analysis tasks on the most complex projects and coordinated tasks across team of project BA’s.
• Analyzed tasks on assigned projects and identified the skills needed to create deliverables.
• Provided BA leadership to functional teams in the delivery of artifacts for assigned projects; validated analysis and design deliverables.
• Assisted portfolio management in defining portfolio/project scope, resource demand, benefits and risks during the discovery phase; spearheaded discovery efforts.
• Created strong partnerships with business stakeholders and IT partners.
• Acted as an escalation point for business partners and BA’s for complex functional design issues.
• Worked with architects and other IT groups to ensure that system architecture meets business requirements.
• Participated in the evaluation of vendors and vendor tools.
• Assisted with management of request intake process and pipeline.
• Communicated with the BA community to share best practice and develop BA competency.
• Spearheaded special projects as assigned.

Confidential

Supply Chain Analyst

Responsibilities:

• Responsible for second and third-level escalations involving vendor or procurement issues.
• Researched, analyzed, and reconciled vendor statements using various systems including Ariba, Deltek CostPoint, Cognos, SharePoint, Oracle, Peoplesoft, JIRA. etc.
• Worked with various Lines of Business (LOB) in order to meet company and team objectives.
• Performed daily reporting functions utilizing MS Excel, including v-lookups, pivot tables, and formulas.
• Worked with MS database and pulled data from SharePoint into MS Excel for reporting purposes.
• Resolved vendor invoice discrepancies in an effective and efficient manner.
• Assisted with research and resolution of various Accounts Payable errors and system problems in efforts to improve processing of aged invoices.
• Provided support to Resolution Team Members with questions and/or accomplishing an influx of work responsibilities.
• Performed various vendor reviews including a recent project involving 1099 vendors ensuring proper tax codes met compliance standards.
• Performed vendor invoice processing for the Sectors of Confidential within a Shared Services environment.
• Ensured all vendor invoices were accurately processed using the following software systems: Deltek CostPoint, Ariba, Cognos, and Oracle ECM.
• Limited exposure working with Viper software suite performing basic vendor management functions.
• Verified all vendor invoicing amounts were accurate in terms of current balances, freight/shipping charges, and taxes.
• Made journal entry corrections, processed credit and debit memos, and ensured ledger reversals were processed correctly.
• Verified the accounting audit trail for the current status of reconciliations, payments, and deferred payments.
• Processed foreign currency payments through wire and/or EFT’s per compliance and government standards.
• Allocated taxes and shipping charges, based on the 2-way and 3-way accounts payable matching method.
• Determined and resolved invoice payment issue, correct payment terms, applied payments to the proper accounts and/or projects.
• Adhered to internal financial policies for Financial Control Framework (FCF), Financial Accounting Policies (FAPS), Federal Acquisition Regulations (FAR), and Control Owner Self-Assessment (COSA) as required by the Defense Contractor Audit Agency (DCAA).
• Scanned and imaged invoices within the Oracle ECM software application for processing and documentation storage.
• Identified and raised opportunities for improvement through special project assignments.
• Communicated effectively with procurement buyers, project financial analysts, and program managers for complex issues related to project numbers, general ledger accounts, and purchase order funding.
• Maintained and evoked a sense of unity for the vendors and the buyers of Procurement.

Confidential

Small Business/Mortgage/Consumer Loan Consultant

Responsibilities:

• Performed a variety of loan documentation using comprehensive knowledge of policies and procedures for loan products and re-enforcing next steps to complete the entire application.
• Responsible for completing the full loan application process, including the preparation of documents, analysis of data and credit history, as well as collecting and reviewing required documentation for consumer loan products.
• Duties included being responsible for all incoming and outgoing customer contact activities post pre-approval, handling status (from internal and external customers) collaborating with internal and/or external business units to resolve escalated issues, and researched using various systems and hard copy to resolve issues that may delay disbursement.
• Interviewed applicants to determine financial eligibility for loans.
• Requested specified information.
• Counseled applicants on loan repayments policies and restrictions.
• Provided information on financial products and services to current and prospective members.
• Explained to customers the different types of loans and credit options that were available, as well as the terms and conditions of those services.
• Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
• Review and update credit and loan files.
• Provided additional administrative and operational support within the following loan areas; processing, closing, presentations, servicing, documentation, notes and disbursements.
• Executed extensions and profile change requests.
• Evaluated mortgage loans for investor eligibility and best execution using Optimal Blue.
• Coordinated between closers and investors to ensure any suspense items are resolved in a timely manner.
• Created an amicable relationship with real estate agents.
• Maintained the upkeep of client files after the transaction completion.
• Order appraisals and collect payoffs from lenders; schedule closings, as well as title insurance.
• Follow-up and render assistance in the area of closing and post-closing outcomes.
• Collaborated with bank branch staff in cross-selling bank mortgage products and services.
• Complied with bank regulations to maintain above average performance in all areas of compliance.

Confidential

Customer Service Consultant/Business Development

Responsibilities:

• Collected payments on past due accounts (both inbound and outbound) and explained account information to customers.
• Took national and international calls from Confidential customers and potential customers.
• Responsible for providing complete and accurate information about Confidential 's equipment, rate plans, policies and services.
• Responsible for providing needs assessment for customers and suggesting best products or services to address their needs.
• Responsible for handling up to 200 calls on a daily basis.
• Provided customer service in a fast-paced atmosphere.
• Placed orders and restock merchandise and handling and receiving products.
• Extensive work with visual standards and merchandising high ticket merchandise.
• Administrative responsibilities included opening and closing the register, making cash deposits, faxing contacts, copying merchandise orders, and etc.
• Promoted customer satisfaction through personal interaction
• Handled vital personal information such as social security and contracts.
• Inventory management.