Strong background in all phases of the software development life cycle
10+ years of project management and business analysis experience. Proven record of initiating system and process improvements and persuading others to adopt them. Self-starter with excellent analytical, organizational and creative skills. Strong background in all phases of the software development life cycle, including project management, writing business and functional requirements, process modeling, testing coordination, documentation, user training and support documentation. Strong leadership qualities; able to execute projects and manage project teams. Highly reliable self-starter; can be counted on to manage and complete projects.
TECHNICAL SKILLS: SQL, HPQC/Mercury Quality Center, Microsoft Visio, Microsoft Project, CaliberRM, Microsoft SharePoint, Microsoft Office Suite, VBA
Merrill Lynch/Bank of America, Pennington, NJ February 2011 - Present VP/Project Manager * Project Manager/Business Analyst for the Global Wealth Management Technology group serving a client base of 11 million brokerage accounts and 17,000 Financial Advisors globally. * Manage multiple high profile projects in support of the Client Review Center (CRC) application which produces 10 million+ reports annually for over 500K distinct users. * Managed Alternative Investment reports project resulting in over 260,000 reports run annually. * Managed Custom Portfolio Review reports project resulting in over 350,000 reports run annually. * Manage project team from project initiation through project close. * Create project plans with MS Project to ensure accurate and timely project delivery. * Proactively monitor project progress and milestones, ensuring timely project implementation. * Identify and communicate project risks and recommend solutions. * Create various project documents including statements of work, detailed system requirements, and cost estimates. * Provide production support as needed for new and existing CRC exhibits.
Bristol Myers-Squibb (consultant), Princeton, NJ November 2008 - February 2011 Sr Business Analyst * Develop business and functional requirements for validated Enterprise Product Data Management systems. * Identify, track, and report project risks, issues, and status to upper management. * Escalate critical issues and proposed solutions to project leaders. * Assist in identification of project plan action items. * Lead requirements gathering sessions with senior level business leaders and system users. * Act as Defect Manager, Test Script Author and SME during System and UAT test cycles. * Interface with QA department to ensure processes and validation documents are compliant with pharmaceutical industry regulations. * Participate in design sessions to ensure proposed design solutions support the functional requirements. * Review Dataflux, Informatica, and UI System Design Documents for consistency with functional requirements. * Deliver user training sessions and provide initial user support.
PHH Mortgage, Mt Laurel, NJ July 2007 - October 2008 Sr Business Analyst * Managed multiple high profile projects and ensured they were delivered on schedule. * Identified projects that did not have sufficient ROI to warrant development. * Proposed and implemented process improvements for collection and communication of project status metrics. * Improved enterprise wide release notification process by introducing internal 'marketing' release notifications with access to supporting learning materials. * Proposed process and system improvements to decrease time between requirements completion and start of development cycle. * Lead requirements gathering sessions with senior level business leaders and systems users. * Prepared detailed process flows, business and functional requirements. * Participated in design approach sessions to ensure development plans would achieve desired goals. * Acted as a liaison between User Acceptance Tester's and Development resources.
BlackRock Solutions, Plainsboro, NJ July 2004 - July 2007 Team Lead/Sr Business Analyst * Managed team of Business Analysts, each working on multiple high priority projects. * Managed successful completion of all interfaces required to deliver Equity, Loan, and FX trades to the BlackRock trading platform and subsequent routing to accounting systems, custodians, and reporting. * Identified strengths of team members and assigned work appropriately. * Identified project plan action items to support completion of deliverables on time. * Proposed and implemented process changes for gathering of Municipal data which resulted in an annual savings of over $1.0M * Senior Business Analyst for Security Master Hub project with the objective of creating a central repository of data for all securities traded by MLIM. * Improved accuracy and volume of testing for Eagle Pace Fixed Income Reporting project by introducing automated approach to BA testing. * Received 2006 Special Achievement Award for delivering innovative business results and creating sustained value above and beyond my responsibilities.
Rutgers University Foundation, New Brunswick, NJ November 2001 - July 2004 Business Systems Analyst * Business Analyst for Oracle based fundraising system and financial reporting applications. * Gathered business requirements from end users for new reports and new system functionality. * Wrote technical specifications for programmers. * Tested all new financial and other reports for accuracy and compliance with specifications. * Designed and delivered classroom training to users of Foundation fundraising and reporting system. * Required knowledge of PL/SQL, SQL Plus, and MS Access database development.
Prudential Insurance Company, Newark, NJ June 1997 - August 2001 Project Manager/Business Analyst * Project Manager and Business Analyst for One Prudential Exchange systems used by over 40,000 employees. Reduced costs by over $750K. * Assisted Project Director with management of $10 million budget and related systems expense tracking. * Managed systems development team to ensure completion within time and budget constraints. * Created project plans and ensured timely completion of all projects. * Lead requirements gathering sessions with internal business clients. * Developed business, functional, and technical specifications. * Demonstrated new technology solutions to potential internal clients. * Proposed new information technology solutions. * Managed User Acceptance Testing and provided User Training. * Lead programmer for compensation data management and reporting. Used MS Access, VBA, SQL.
MBA Rutgers University Concentration: Computers and Information Systems Relevant Courses: Design & Management of Computer Information Systems, Organizational Behavior, Distributive Information Systems & Telecommunications
BS Urban Planning, Cornell University Relevant Courses: Computer Science, Accounting, Business Management Six Sigma Green Belt Certification, January 2006