Jo Ann Huffman

**** ***** *** *****

Alameda, CA 94501

510-***-****

abkqs0@r.postjobfree.com

Summary of Experience:

15+ years of professional experience in project management, business analysis, ETL and data migration,

data structure, requirements gathering and analysis, and software support with emphases in medical and

financial fields. She has extensive experience with analysis, tracking, data structure modeling in many

environments, including Excel and Access. Jo Ann has coursework in Operations Research and

Econometrics that allow her to be well versed in project management, business analysis and

trend/performance reporting. She has experience in database life cycle management, database

design/implementation, MS SQL Server, Access database design, programming and implementation,

computer memory management and architecture, programming, statistics, systems and managing

workplace issues. Her skills include MS Office, Word, Excel, ETL, MS Project, Access, Remedy, SQL,

Lotus Notes, and PowerPoint.

Technical Summary:

MS Project**, MS Access** (Expert), SQL Server, Windows, FoxPro, SAS, Teradata, Migration

Architect, Case tools, MVS/VM, ERWin, Visio, MS Excel**, MS Word**, PowerPoint**, Lotus Notes**,

Rochade, Oracle via Toad, Remedy, FoxBASE, SQL**, Visual Basic, SPSS, TSP, J++, HTML,

Client/Server, UNIX

Currently enrolled in a PMP training course through the Project Management Academy and plan to have

the test completed by June 15, 2013.

**Full Classroom training.

Educational Summary:

Ph.D., U.C. Davis, Economics fields Operations Research, Econometrics – Graduated

•

MBA, U.C. Davis, Project Management, Marketing – Graduated

•

BA, California State University at Los Angeles, 1976 – Graduated

•

Detailed Experience:

Medical Leave 5/15 to 9/14

EMPLOYER: Rose International

CLIENT: Kaiser, Oakland, CA – Contractor

4/7/2014 to Present

Sr. Business Analyst

Added reports to a MS Access database for internal financial reporting for $10,000,000

•

project.

• Held meetings to determine needs of users.

• Documented all work done to enable people to make changes as needed.

Environment: MS Access, Excel, WebEx, NIKU

EMPLOYER: Tempositions

CLIENT: Office of The Supreme Court, California San Francisco

11/5/13 to 2/5/14

Sr. Business Analyst

Documented system to monitor and reimburse the panel of Appeals Attorneys maintained by the court

system to ensure proper representation for indigent clients. System is being built on an Oracle platform

with various front end and reporting aspects in MS Access and Windows. This system will monitor around

$7,500,000 per year in costs for appeals. I have written the document that will serve as the training and

reference manual for the system. I also built all the reports to be used from the system on a regular basis

and trained the analysts in use of the system and reports.

EMPLOYER: Rose International

CLIENT: Kaiser, Oakland, CA – Contractor

10/14/2013 to 10/18/13

Sr. Business Analyst

• Added reports and input screens of a MS Access database for internal financial reporting for

$10,000,000 project.

• Held meetings to determine needs of users.

• Documented all work done to enable people to make changes as needed.

Environment: MS Access, Excel, WebEx, NIKU

EMPLOYER: Granite Solutions Group

CLIENT: Wells Fargo, San Francisco CA – Contractor

7/30/2013 to Present

Sr. Metadata Analyst

• Analyzed metadata for various parts of the national organization, wrote descriptions of it for

potential users, determined the history of the data, and its role in marketing and risk management

• Made SQL pulls of the data

• Worked with various dba’s to keep data updated as any changes occurred.

• Developed rules to name the fields so that they would be optimally available to all users.

• Developed and refined naming conventions for use with Teradata mining effort.

• Edited metadata submitted by various sources including banking operations, security, real estate

operations and other parts of the bank to ensure that it would fall into categories for search

procedures, particularly for marketing purposes.

• Documented templates for use in gathering metadata and developed more. as needed,

• Created SQL to perform production reporting as stored procedures

• Edited Teradata extracts of existing metadata (created with SQL) to bring them into compliance

with current requirements.

Environment: Excel, Teradata, SQL Server, Toad

EMPLOYER: Rose International CLIENT: Kaiser, Oakland, CA – Contractor

6/17/2013 to 7/29/13

Sr. Business Analyst

• Analyzed and rebuilt MS Access database for internal financial reporting for $10,000,000 project.

• Held meetings to determine needs of users.

• Documented all work done to enable people to make changes as needed.

Environment: MS Access, Excel, WebEx, NIKU

On medical leave for surgery, 4/12 – 5/13.

Kaiser, Pleasanton, CA, Senior Data Analyst and Team Lead, 6/11 to 4/12 (Left due to illness)

Contracted through Ascent SG

Managed large scale regional project to remediate data in more than 20 interfaced software systems. This

involved technical analysis of the remediation needed for each system, active hour to hour management

of teams in California, Ohio, and offshore, reporting, and documentation of the processes and preparation

of that documentation to lead active reviews for audit of the outcomes. I also ran multiple meetings each

day and brokered the environment access opportunities to meet the needs of various entities. Worked

with HealthConnect team to modify it and the other teams to modify HealthConnect to meet the

compliance requirements. This included loading new versions of HealthConnect for the regional users.

Environment: HealthConnect, MS Project, MS Access, Excel, Visio, WebEx

TES Enterprises, SierraVista, AZ, Project Management Consultant, 4/2008 –5/11

All business and IT functions for business in wholesaling. Managed accounting, internet order sales, and

catalog maintenance for a mid level supplier of hunting, fishing, and firearms supplies in the Western US.

Designed and built a menu driven, normalized, fully referentially integral database in MS Access to

manage inventory, ordering and mailing lists. Liasoned with online service provider to maintain online

presence with data from the database.

Environment: MS Project, MS Access, SQL, QuickBooks

Wells Fargo Bank, Health Benefits Services, San Francisco, Ca, Sr. Data Analyst, 12/07 - 2/08 (Laid off

due to mortgage crisis)

Contracted through KForce.

Developed data dictionaries for the data bases in this division of the bank. Put them into a MS Access

database then uploaded them to Rochade for full corporate availability. Wrote documentation for the

metadata. Traveled to out of state locations to meet with others in data mining group and train them in

techniques to operate a data mining operation. Designed method to generate new data architecture for

planned Oracle databases to replace the existing FoxPro, Ms Access, and flat file data. Developed project

plan template for ETL and data mining.

Environment: Windows, SQL, MS Access, Oracle via Toad, Rochade, Excel

Claremont Insurance Services, Walnut Creek, CA, Sr. Reporting Analyst, 11/06 – 10/07, Company sold.

Rebuilt MS Access database that supports all insurance related business. Documented and rebuilt

reporting system including inputs from internet sources, the MS Access database, and Excel files.

Created SQL to perform production reporting. Performed ongoing ETL to populate database with regular

new data. Created extensive ad hoc reports for forecasting and business analysis purposes. Trained

others in using these reporting tools. Built database to hold data from internet that is relevant to company

business needs. This led to further automation of the reporting process with is daily to support sales and

marketing along with reconciliation to carrier statements. Took Blue Shield payment data and scrubbed it

then reconciled it to company statements of policy status for 4 1/3 years to support claim for Blue Shield

missing payments to company in cooperation with forensic accountants. Analyzed company performance

statistics and developed data to support more accurate statistics. Used Excel to analyze data at an

advanced level. Created project plans for all these changes including projections of resource needs, costs,

and alternative scenarios. After gathering general information about all periodic company reports, did an

extensive survey of users to determine which portions of the original database were actually used in order

to redesign it to meet actual company needs in the present and future.

Environment: MS Project, MS Access, SQL, MS Office including Excel and Word.

Kaiser Permanente, Sr Business Analyst, 10/05 to 9/06,

Contract through Ascent SG ended.

For the SSN 3270 Foundation System Remediation Project worked on survey of business needs for full 9

digit SSN access for over 70 departments of Kaiser in all of California. Tracked internal structure of the

organization and documented that to confine SSN access to less than ten per cent of the original viewers.

Created reporting structure to document findings and report to the Risk Management Committee and

made presentations to that committee. Created project plan for User Acceptance Testing and wrote scripts

for that procedure. Built protocols for handling access requests. Interviewed over 100 business clients to

determine department issues and business needs for SSN access. Worked with HealthConnect team to be

certain that the compliance related data would be sufficient to provide identification information to

HealthConnect.

Environment – MS Project, MS Office, Excel, Lotus Notes, Access, PowerPoint, Remedy, Visio

Kaiser Permanente HealthConnect, Oakland CA, Sr. Project Manager, 6/05 to 8/05, Contract ended

Contracted through Ascent SG.

For the Northern California Ambulatory Care Suite of the KPHC project, analyzed all complaint data

from the first 2 instances of going live in this region to determine areas for improvement in the process of

taking the software online. Built model of possible areas of failure and determined which were the

probably sources of problems for future go live plans. This involved mining Remedy tickets for

information. Put together plan for future avoidance of these problems. Took 3rd level help desk calls and

determined fixes for the problems. Analyzed and built a workflow proposal for Ambulatory Care to

Pharmacy connection in Visio.

Environment - HealthConnect, MS Project, Excel, Lotus Notes, MS Access, SQL, PowerPoint, Remedy,

Visio

Kaiser - Redwood City and South San Francisco, Business Analyst, 11/2004 to 5/2005, Contract ended

Contracted through Ascent SG.

Conducted departmental software use survey of 2 medical centers with over 60 departments in each

facility to prepare for the installation of HealthConnect. Determined specialized software needs for each

user role in each department and documented those needs with 2 reports and an Inventory database in MS

Access. For software applications that were not part of the Kaiser standard, either found alternative

software or set up process to register software as Kaiser standard. Evaluated Actuate and Business

Objects to see if they were appropriate for use in several hospital departments. Interviewed over 200

medical professionals in their environments and determined their environmental needs for specialized

software. Built the menu driven, push button database for continuing use by IT departments to control

their inventory of hardware and of software to replace the cut-sheets. Created ad-hoc reports and trained

other staff members in their use and creation.

Environment: MS Project, HealthConnect, MS Office, Excel, Lotus Notes, MS Access, SQL,

PowerPoint, NIKU

Loan Performance, Sr. Data Analyst,8/ 2002 to 4/2004, Company sold.

In a financial production environment, on a monthly basis, gathered current mortgage security

information and new security information then integrated it into a data mine with standardized ETL

methods. This involved determination of conversion of data elements into a common format requiring

knowledge of the constantly changing mortgage industry. Data mine was in FoxPro. Analyzed risk

elements in data and created mining reports. Constant time pressures were part of the job. Created a

complete documentation of all the monthly processes along with a great deal of the initial deal gathering

process.

Environment: FoxPro, MS Office, SQL, Excel, Windows NT/2000

Self Employed

12/01 to 8/02

Managed my real estate investments and taught mathematics.

Environment: MS Office, Excel

Kaiser Permanente, Oakland CA, Business Analyst/Data Architect, 11/2000 to 11/2001, Contract ended.

Contracted through Analysts International.

Performed business analysis for applications to link the desktops to clinical applications. This included

requirements gathering and analysis. Designed and implemented a database to manage issues. Developed

data architecture to take advantage of the pseudo-normal table SQL, Notes, MS Office, Excel, PowerPoint

Miller Freeman Inc., Project Manager/Database Analyst, 2/2000 to 10/2000, Company sold

Responsible for a project to convert various types of outside financial data to a standard format and port it

into a large Oracle database as ETL. The database is an object oriented pseudo-normal structure holding

various data structures in a single set of 7 tables causing serious migration issues. Eventually the process

will be outsourced and automated when a robust ETL protocol and specifications are completed.

Environment: Oracle database, Windows NT/2000, MS Office, Excel, MS Access

Kaiser Permanente, Business Analyst/Database Developer, 4/1999 to 1/2000, Contract over

Contracted through Analysts International.

Designed and developed over 20 Y2K compliant Access databases for use in an NT environment.

Gathered the business requirements and processes for all of the 14 departments for which the databases

were produced. Ensured all desktop applications fit into standard Kaiser desktop environments.

Supported the overhaul of hardware and software applications as they related to the desktops. All

databases are fully normalized and maintain complete data integrity. Responsible for ETL to get original

data into new systems. They are menu-driven, documented and ready to be shifted to an Oracle or MS

SQL Server environment whenever it is necessary through open database connectivity. Was also

responsible for checking several vendor applications in FileMaker Pro, MS Access and other languages

for Y2K compliance.

Environment: Windows NT, MS SQL Server, FileMaker Pro, MS Access, MS Office, Excel,

PowerPoint, Lotus Notes

Barra, Project Manager/Team Lead, 2/1999 to 4/1999, Contract completed

Contracted through Blackhawk Consulting.

Team Lead for Y2K Conversion group. Responsible for planning and implementing Y2K ETL

conversion for in-house software which was programmed in multiple environments. The software is used

each month to generate business forecasts for international use. Assist in testing code, implementing new

code, deciding method of remediation, changing work environment to Y2K compliant operating systems

and purchased software. Plan all of these activities and coordinate the activities of 11 people as well as

participating in the actual testing. Developed and monitored an outsourcing process to have coding done

in Korea to save time and money. Developed a work plan to achieve on time performance for project.

Environment: Win NT, MS Access, SQL, MS Office, PowerPoint, Excel, MS Project, UNIX, VAX

running FORTRAN, SAS, C

Evoke Software, Business Analyst/Database Developer, 10/1998 to 1/1999, Left for better position

Gathered requirements and developed a sampling method for using the software which is a statistical

analysis method to support ETL. Developed and documented an installation procedure for the new NT

version of the software. Tested and demonstrated software. Software is for data migration from flat files

to relational databases.

Environment: MS Office, Windows, SQL

Bank of America, Project Manager/Business Analyst, 4/1998 to 9/1998, Contract over

Project managed a data base front-end project for data mining. Gathered requirements, tracked issues,

prepared status reports and work plans and workflows, documented results, and led various project

meetings. Responsibilities included data mining using SQL in a Teradata environment. MS Access was

used to build several front ends to enable non-technical users to generate monthly reports from data in the

data mart by front ending Teradata extracts. Used MS Access to build a client server application to track

projects for the marketing group: analyzing data with SAS for marketing projects: monitoring a SAS

programming project. Analyzed operational and financial reporting data and formulated concise

performance updates.

Environment: SQL, Teradata, MS Access 97, SAS, MS Office, MS Project, PowerPoint, Windows 98,

MS Office, client/server

VISA, Business Analyst/Access Developer, 12/1997 to 4/1998, Contract over

Determined the business requirements and built prototypes, which were presented to potential users.

Performed extensive work around data ETL and Excel pivot tables. Transferred existing pivot table

information into a different data design structure. Designed system for the cost accounting group that

included performance metrics. Coordinated and documented full lifecycle of an internal data base

project. Re-engineered a complex data set to normal form and built an Access 97 front end for a MS SQL

Server. Specified and supervised purchase and setup of a server for departmental use then trained the staff

member who had responsibility for the server and the database. This application tracked and reported on

resource use for the international finance division of VISA and automated their reporting and record

keeping processes. Fully documented the process and provided training materials. Analyzed operational

and financial reporting data and formulated concise performance updates. Built database to enable/

automate all performance reporting for the Cost Oversight group. This was implemented in 5

geographical areas and the final metrics was both aggregate and local in the reports.

Environment: MS SQL Server, Access 97, MS Office, PowerPoint, Excel

CommerceOne, Business Analyst/Database Developer, 5/1997 to 9/1997, Contract over

Wrote requirements and protocols to take an existing internal catalog production group to a partnered

outsourcing process for on-line catalog management. Developed a method of entering configurations to

lower costs and increase speed for electronic catalog maintenance and development. Developed and

wrote documentation and procedures for these processes. Documented data dictionary, coordinated

planning meetings, prepared work plans and status reports and tracked issues. Supported, installed and

customized a VB 5 application with a SQL server back end. Performed on-site and telephone support.

Reverse engineering techniques used to normalize and rebuild a series of large scale data sets and built a

series of queries and interfaces to access and edit the data for an enterprise level application to utilize

electronic commerce on the Internet. Designed, developed, and implemented an Access 7 database to

control enhancements, bugs and releases in the development process.

Environment: SQL Server, MS Access, VB 5, MS Office, PowerPoint, Excel

PMI Mortgage Insurance, Project Manager/Business Analyst, 6/1996 to 4/1997, Laid Off Department

Managed new releases and installations. Customized software to meet varying needs, wrote procedures to

codify the data transfer process and detailed the processes necessary to convert critical variables from one

system to another. Possessed strong writing skills and could determine a clear path for the data

translation to follow in a repeatable manner. Worked with software to perform the tasks necessary for

financial institutions to participate in the secondary real estate loan market. Along with the technical

aspects of this position, aided institutions in making the transition from one type of software to another

and was very familiar with their software needs and the data they had to transfer including the issues

involved with going from one sort of risk analysis to another. For proprietary mortgage loan analysis

databases marketed by PMI and written in VB 4, provided support, installation, customization,

documentation, planning, programming, and life cycle management. Trained customers in the

applications and wrote training scripts. Managed new release and documentation projects for banking

software. The applications are large-scale client server artificial intelligence systems that must be

customized for each client.

Environment: VB 4, SQL, MS Office, Windows, MS Project, PowerPoint

Pacific Gas and Electric, Project Manager/Business Analyst, 1/1992 to 6/1996, Laid Off Contract

Project managed an application development project. Performed all phases of development from the

earliest business analysis and requirements gathering through all design and coding, beta testing, training

the trainers or users, documentation, production and upgrades. Supported/trained for MS Excel, produced

macros, troubleshot difficult Excel problems and used it for reporting computer support group

performance figures. Developed a trend reporting system for the Nuclear Fuel Division.

Developed/maintained reporting data, performance metrics, developed Excel spreadsheets, created Excel

linked workbooks and performed trend reports. Tracked issues, prepared work plans and workflows,

documented results, and coordinated and led various project meetings. Wrote procedures for the Help

Desk for the division and implemented them. Devised an upgrade to make our database more current and

useful and did reporting on a monthly and quarterly basis for all statistics. Trained new employees in

working at the Help Desk and in using all of our record keeping and reference databases. All of this was

done to the current standards of the Help Desk Institute. Responsible for all aspects of application

development for in house use in MS Access and VB 3.0 and took many of these applications throughout

the entire life cycle. For the VB 4 front end applications, performed installations, ETL, upgrades and

trouble shooting. Installed SQL Server databases and ported data sets onto the SQL boxes. The

applications were variously stand-alone and SQL server based. Developed and implemented 14

applications that were in use at PG&E. These projects required extensive planning and coordination with

other group members, which were accomplished with the aid of MS Project. On a separate project, was a

member of the Computer Services team serving 1100 clients with DOS/Windows workstations on Banyan

Vines LANs. Supported the LANs, proprietary applications, Internet access and use, and Windows

applications. Performed installations of hardware and software, worked on the Help Desk as a runner and

supported and selected applications to meet various needs of engineering groups.

Environment: MS Office, Excel, PowerPoint, MS Project, MS Access, SQL server, LAN,

DOS/Windows, VB 3.0

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