Primary Skills
Business & Functional Requirements Gathering
Location
US-IL-Buffalo Grove
Posted
May-21-09
RESUME DETAILS
Detailed-oriented professional experienced in business system analysis and implementation in the finance, real estate, insurance, banking and auto industries. Established and implemented financial systems that maximized profitability and return on investment. Processes comprehensive knowledge of multiple industry-specific software applications to support all business functions. Skilled in managing project team transitions to new automated environments. Self-motivated problem solver and decision maker with the ability to set realistic priorities and initiate flexible courses of action to attain objectives.
AREAS OF EXPERTISE
Business Process & System Analysis Business & Functional Requirements Gathering Project Management Web Based Security Systems Software Application Testing Financial System Deployment Data Mapping Internet, Intranet & Extranet Applications Technical Documentation Use Case Construction Financial Analysis Domestic & International Treasury Management Operational Accounting - Financial Services Investment Portfolio Management Organizational & Project Budgeting
EXPERIENCE AND ACCOMPLISHMENTS U.S. Foodservice -- Rosemont, IL September 2008 -- Present Consultant/Senior Business Analyst Senior Business Analyst responsible for Hyperion System 9 BI+ Web Analysis Studio Sales Reports requirements, system integration testing (SIT) and user acceptance testing (UAT).
VW Credit, Inc. -- Libertyville, IL June 2007 -- April 2008 Consultant/Senior Business Analyst Senior Business Analyst responsible for business process analysis, project approach, business functional and report requirements gathering, requirements management, site specification, copy deck documentation, Use Case construction and data analysis for the client's Canadian Consumer Internet initiative. Interacted with business SMEs, enterprise architects, developers, business intelligence, and data warehouse teams regarding project requirements explanation and interpretation.
U.S. Foodservice -- Skokie, IL October 2006 -- June 2007 Consultant/Senior Business Analyst Senior Business Analyst for Business Objects migration from Version 6.5 to XI Web Version, Conducted User Acceptance testing, Document detailed report requirements for Business Objects and Online Insight sales reporting applications. Primary support person for Business Object sales reporting. Completed User Manuals, Power Point and Camtasia Studio 4 User training presentations for both the Business Objects Migration and Live Office Customer Business Results projects.
Emercent Solutions, LLC - Chicago, IL December 2000 - August 2006 Senior Business Analyst - VW Credit, Inc. Emercent Solutions, LLC's largest client * Projects: Lead analyst for Security Tools Integration project; Member of the Strategy and Business Value team charged with the implementation and rollout of PlanView Enterprise IT Portfolio Management application, Internet based single pay and recurring ACH applications, PlanView Financial Module Implementation; Employee Centralization Employee Information web service and database; Customer Centralization - Customer Information web service and database; Secured Portal - Consumer Internet Security; VW and Audi Credit Card - Dealer Extranet Application program; Central Dealer Information database; Customer Campaigns - Customer Relationship Management; Administration Support System Tool (ASST) - security administration; Dealer Extranet; Disaster Recovery Planning - Consumer Internet Portal; Immediate Funding; Assurant Imaging Lookup.
* Responsibilities: Business Process Analysis, business and functional requirements gathering, project approach and business requirements documentation, Use Case construction, test plans, cases and scripts for SIT and UAT, SIT & UAT testing and results documentation, application online help, data mapping, user training and application support.
ABN AMRO - Chicago, IL June 2000 - September 2000 Consultant/Senior Business Analyst * Member of the bank's ECommerce Solutions Group whose prime responsibility is to create and develop the bank's presence on the Internet. Current projects include Internet website and Intranet website development, Lotus Notes and Domino database projects. Responsibilities include gathering business requirements and generating statements of work, data mapping, workflow diagrams and functional design documentation.
Northwestern Mutual Life Insurance Company - Milwaukee, WI July 1999 - April 2000 Consultant/Investment Operations * Team member of the Bloomberg on-line trading program project. Responsible for the reconciliation of the firm's stock and bond positions in all of it's portfolios during the parallel and initial production phases of the trading system transition. Assessed portfolio managers reporting needs and communicated specific requirements to project team in order to make necessary changes.
Bank of America - Chicago, IL August 1998 - May 1999 Consultant/Cash Management Services-Product Management * Project leader, converting all of the bank's Chicagoland area clients from an older ACH software program to a new Y2K compliant PC ACH (for Windows(r)) system in both single and multi-user environments. In addition the project required communication with the client regarding their ACH needs and adapting the product as necessary to the client's situation. Conversion of data and interfaces between the client's general ledger and the new ACH system. Worked on Help Desk fielding client's questions regarding the product and fine-tuning where necessary.
Heller Financial Inc. - Chicago, IL April 1998 - July 1998 Consultant/Manager, Treasury Management Operations * Supervised the monthly analysis of the Treasury department's risk management positions. The derivative strategies include interest rate swaps and foreign currency hedging.
Northwestern Mutual Life Insurance Company - Milwaukee, WI June 1997 - Dec 1997 Consultant/Project & Treasury Management * Project leader responsible for the upgrade, installation and implementation of ADS/Resource IQ treasury management LAN software system, along with training of treasury personnel. * Project leader responsible for analysis, documentation and implementation of NML's business resumption plan for treasury management. * Workflow analysis of NML's wire transfer and treasury management processes. * Performed lockbox analysis for new initial payment collection system. * Determined recommendations for a company wide corporate credit card program for travel and entertainment expenses
JMB Realty Corporation - Chicago, IL January 1977 - December 1996 Vice President/Assistant Treasurer * Head of treasury management and bank relations including both domestic and international cash management. * Manage a $750 million portfolio, which included U.S. Treasury obligations and agency issues, commercial paper and mutual funds. * Administered the Employee 401(k) plan * Reduced administrative and banking costs through consolidation of banks, bank accounts, and banking services. * Maintained a consistent treasury staff level of seven while bank account management increased from 600 to 1,300 accounts in 93 banks. * Automated the cash concentration, cash management, and investment systems. * Implemented a wire transfer and wire reconciliation system with proper security controls * Co-led EDI and Financial EDI projects, encompassing accounts payable, lockbox receipts, balance reporting, accounts receivable, sales and real estate taxes.
Vice President/Assistant Controller * Supervised the daily operations of the corporate accounting department, a staff of 35 including 7 professionals, which encompassed cash management, accounts payable, accounts receivable, bank reconciliation, mortgage services and payroll areas. * Developed a general ledger interface to record accounting and investment transactions. * Instituted both "positive pay" and fully automated reconciliation on all bank accounts.
Assistant Vice President/Portfolio Accountant * Prepared 10Q and 10K filings for SEC, consistently preparing accurate and timely financial reports.
EDUCATION
DEPAUL UNIVERSITY - Chicago, IL - Bachelor of Science in Accounting, Minor Finance
PC CENTER TRAINING INSTITUTE - Lombard, IL - Completed Oracle DBA 8 & 8i Training Program
* Computer proficiency includes: PlanView, Mercury TestDirector, Oracle, Business Objects - WebIntelligence - InfoView, Bloomberg, Sungard's Resource IQ2 Treasury Workstation, PC ACH (for Windows(r)), XML document interfaces, MS Visual SourceSafe, MS Word, MS Excel, MS Access, MS Visio, MS Project as well as a number of corporate and banking treasury management systems, cash management software packages. Experience with the following operating systems and environments: Windows XP Professional and Home Edition, Windows 2000, Windows NT, Windows 98SE and Client-server.
Certifications
* Certified Treasury Professional (CTP), Association for Financial Professionals
* Licensed Realtor - State of Illinois
CONTACT DETAILS
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