
Consultant Business Analyst
Greater New York City Area

Consultant Business Analyst
Greater New York City Area
Highly accomplished, results oriented Financial Services Business Analyst with expertise in leading and delivering effective IT business solutions that directly improve overall organizational performance. In-depth knowledge of the Mutual Funds Industry and the demonstrated capability to authoritatively direct top-level teams while managing project plans and budgets. Skilled communicator with exceptional written and presentation talents, adept at breaking down complex technical ideas into simple easy to understand terms.
(Information Technology and Services industry)
January 2009 — Present (7 months)
(Privately Held; Pharmaceuticals industry)
July 2008 — December 2008 (6 months)
* Partner with the Drug Regulatory Labeling Marketing Department Business Owners to Gather, Analyze and Create Business Requirements Documentation (BRD)
* Coordinate and Lead User Requirements Work Sessions
* Create Current State and Future State Business Process Maps using MS Visio
(Public Company; rbs; Banking industry)
April 2008 — July 2008 (4 months)
* Coordinate and Lead Relationship Rewards MasterCard Project Requirements Work Sessions
* Develop and Manage Project Plan using MS Project
* Document and Distribute Project Status Reports, Milestones, Issues Log and Meeting Minutes
* Provide Ad Hoc Project Support as required by the Project Manager
(Public Company; PBCT; Banking industry)
May 2007 — April 2008 (1 year)
* Collaborate with Key Business Stakeholders and Technical Team Members to Gather, Analyze and Create Business Requirements Documentation (BRD)
* Validate and Document Use Case Test Scripts for User Acceptance Testing (UAT)
* Create Current State Business Process Maps using MS Visio
* Manage Project Plan using MS Project
(Public Company; LM; Financial Services industry)
May 2006 — October 2006 (6 months)
* Administer and Support the Saratoga Avenue CRM System
* Confer with Business to Gather, Analyze and Create the Business Requirements Documentation (BRD)
* Coordinate and Validate Data Loads into Saratoga Avenue CRM System QA and Production Environments
(Privately Held; Investment Management industry)
March 2004 — April 2006 (2 years 2 months)
* Interface with Business Owners to Identify, Analyze and Document Project Requirements
* Translate Requirements into Business Requirements Documentation (BRD)
* Schedule, Coordinate and Manage Projects with Outsourced IT Providers
* Automate Mutual Funds Daily Pricing System to Publish Timely and Accurate NAVs while reducing man-hours
* Successfully Direct Epicor General Ledger Corporate Accounting System Conversion
* Manage, Administer, Upgrade and Support the Saratoga Avenue CRM System
* Maintain Project Tracking System for the purpose of Documenting and Tracking Issues and Resolutions
* Coordinate System Testing, Data Validation and Migration in QA and Production Environments
* Provide Ad Hoc Project Documentation and Support as needed
Tools utilized include: MS SQL Server, Sybase, Saratoga Avenue CRM, MS Visio, MS Project
(Public Company; GE; Financial Services industry)
August 1997 — December 2003 (6 years 5 months)
* Subject Matter Expert (SME) for GE Mutual Funds Sales and Commission Data Warehouse
* Gather, Analyze and Document Business Requirements (BRD) and Functional Specifications (FSD)
* Lead Project Design, Functional Flow Charting and GAP Analysis Work Sessions
* Develop System Test Plans and Conduct User Acceptance Testing (UAT)
* Manage Offshore IT Development Teams to Ensure Timely and Accurate Project Delivery
* Establish a Single Point of Contact for Support; Train and Assist Users on New Technologies
* Direct GE Mutual Funds Sales Tracking and Commission Oracle Data Warehouse
* Supervise Oracle 8 to 9i Upgrade and Server Consolidation Initiative
* Manage, Administer, Upgrade and Support the Saratoga Avenue CRM System
Tools utilized include: Oracle 8 and 9i, MS SQL Server, Enterprise Manager, TSO, JCL/SyncSort, FOCUS, SQL, DST Transmission File Architecture, Saratoga Avenue CRM, MS Visio, MS Project
(Public Company; PYX; Consumer Goods industry)
August 1995 — July 1997 (2 years)
* Develop and Automate Sales and Commissions Reports
* Create Data Extracts that Profile and Market New Product Initiatives
* Administer XcelleNet Wide Area Network for Sales Data Transmissions
Tools utilized include: AS400, TSO, JCL/SyncSort, FOCUS, SQL and XcelleNet
(Consumer Goods industry)
January 1991 — August 1995 (4 years 8 months)
* Develop and Deliver Sales Analysis, Forecast and Trend Reports
* Perform Data Mining Analysis and Extracts for Marketing Campaigns
* Manage XcelleNet Wide Area Network used for In Store Sales Polling
Tools utilized include: MVS, TSO/ISPF, JCL/SyncSort, CICS, NOMAD, SQL and XcelleNet
(Real Estate industry)
March 1989 — December 1990 (1 year 10 months)
* Administer and Maintain ADP Payroll System
* Create ADP Payroll Audit and Balance Reports
(Consumer Goods industry)
October 1987 — March 1989 (1 year 6 months)
* Design and Develop Sales Tracking and Product Marketing Reports
* Manage Customer Marketing Database
Tool utilized include: MVS, TSO/ISPF, JCL, FOCUS and SQL/QMF
(Information Services industry)
October 1985 — October 1987 (2 years 1 month)
* Create Media Exposure Reports and Analysis
MBA , Business , 1988 — 1992
BS , Communications/Mass Media , 1981 — 1985
Running, Coach Freshman High School Baseball
* Six Sigma Green Belt Certified
* US Patent: Method and System for Performing Processing Data
* US Patent: Method and System for Verifying and Correcting Data Records in a Database
* Salesforce.com Administrator Training