Fred Dean

New Orleans, LA

504-***-**** (cell) abh280@r.postjobfree.com (e-mail)

Roles: Experience Summary

Project Manager

Business Analyst Seasoned professional with more than twenty years of

Financial Analyst experience encompassing project, operations and

Data Analyst administrative management in the financial and

PMO Analyst information system environments. Qualifications

Testing Analyst include extensive experience in banking, consulting

Product Manager and government in roles such as Project Manager,

Business Analyst, Data/Financial Analyst with

Tools/Methods: activities that include project management, business

Microsoft Access, Excel, VBA analysis, requirements management, data mapping, data

(2003/2007) modeling, data mining, financial reporting, product

Microsoft Word, PowerPoint, management, bank operations, conversions, testing and

Visio implementation of financial systems. Excellent verbal

Microsoft SharePoint and written communicator who knows how to organize

Microsoft Project & Portfolio and interact with corporate personnel at all levels.

Server

HP Quality Center Skills Inventory

RUP (Rational Unified Process)

SDLC (Software Development Life Project Management:

Cycle) Created and updated project plans

Requirements Management Supervised migration/implementation of information

Use Cases systems

Data Mining Managed cross-functional resources

GAAP Completed milestone and timeline delivery on time

Presented oral and written project considerations

Industry Application: Facilitated meetings, reported issues, tracked action

Banking items

Consulting Services Reported implementation progress to stakeholders

Government Supervised testing activities and product acceptance

Accounting Acquired subject matter expertise

Subject Matter Expertise: Analysis/Design:

Cash/Treasury Management Mentored peers

Bank Operations/Item Processing Defined business requirements

Budgeting/Forecasting/Data Performed data mapping and data modeling

Modeling Created advanced models with Access/Excel/Pivot

Financial Analysis & Reporting Tables

AML (Anti-Money Laundering) Developed financial reporting with Access/Excel

Created technical requirement specifications

Education: Created process work flows

BS - Business Facilitated review and sign-off sessions

Major - Corporate Finance Wrote test plans and scripts for user acceptance

Magna Cum Laude testing

University of Alabama Performed user acceptance testing

Tuscaloosa, AL Scheduled and facilitated meetings

Planned and prepared vendor selection

Additional Training:

Certified Cash Manager (CCM)

Chronological Summary of Experience

Contract - PMO Analyst - PJM - Valley Forge, PA; 2010

. Developed Access databases for project financials reporting (actuals

and forecasts) as well as tracking of hours billed to projects (both

perm and contractor). Also supported PMO with ad hoc queries and use of

Excel pivot tables and advanced functions to develop reports on

resource usages. Created Status Reports (red, yellow, green) for the

AC2 program of projects.

Contract - Business Analyst - TD Bank Cash Mgmt - Mount Laurel, NJ; 2008 -

2009

. Performed wide variety of Business and Testing Analyst duties on TD

Bank conversion of Commerce Bank ARP/SMS application. Responsible for

finalizing requirements and design documents. Designed and wrote test

cases and performed testing for conversion.

Contract - Project Manager/Data Analyst - BSA Strategies - Miami, FL; 2008

. Shared Project Manager position and produced Weekly Status Reports and

metrics for BSA/AML Lookback/Re-profile project. Made extensive use of

MS Access/Excel/PowerPoint in producing required reporting.

Contract - PMO Analyst - Wachovia CIB PMO - Charlotte, NC; 2007 - 2008

. Developed key reports and supporting queries for the CIB (Corporate &

Investment Banking Group) PMO using MS Access (linked to SQL Server

2005 tables). Many of the new reports used Excel based pivot tables and

charts linked to Access queries that pulled both project data as well

as financials (i.e., budgets, forecasts, actuals and projections).

. Performed report validation for new SQL Server 2005 Reporting Services

reports.

. Developed all Metrics and Key Performance Indicators for CIB PMO in

Access/Excel.

. Supported Microsoft Project Portfolio Server application used for

portfolio management.

Contract - Financial Analyst - USDA Nat'l Finance Center - New Orleans, LA;

2002 - 2007

. Developed series of MS Access databases that paralleled the General

Ledger matching of "cleared" transactions for Suspense Treasury Symbol

12F3875 based on account posting business logic so that outstanding

transactions could be identified, reported and resolved.

. Developed processes to provide outstanding transaction information

(with aging) to each of the 17 USDA agencies on a monthly basis as well

as quarterly reports of key MTS metrics (via series of database linked

Excel spreadsheets using Pivot Tables).

. For all suspense Treasury Symbols, developed Excel spreadsheet tool to

track whether or not the GL could support corresponding cash balances

at Treasury (with ODBC links to Access databases for loading required

data).

. Developed 5-year budget plan for COD (Controller Operations Division)

along with cost allocation by service for all of COD's services. Tools

used included Brio for FSDW (Financial Statements Data Warehouse) and

FDW (Financial Data Warehouse), MS Access and Excel.

. Worked on the A-123 (government version of SOX) project team for COD to

identify, diagram, document and test controls for 5 processes involved

in the major cycles that impact financial statements. Developed Visio

work flow diagrams of each process. Designed test plans and supported

the test team throughout the testing phase.

. Co-developed ART (Account Relationship Tool) which was developed to

test over 25 key relationships between GL accounts in the ledger.

Implemented ART, originally developed for Forest Service, and made

extensive design changes required for use with all other agencies

within the USDA. Performed data mapping of Forest Service ART to the

Financial Data Warehouse for all other agencies. Used Brio to summarize

and extract all needed data from the Financial Data Warehouse for the

Tool. Documented "Table of Business Rules" and trained users on how to

use ART.

Contract - Project Manager - TransAtlantic Bank - Miami, FL; 2002

. Created business case and project plan to convert item processing to

Branch Image Capture solution. Developed detailed business case,

assessed various vendor solutions and presented recommendation to

senior management. Negotiated vendor contracts.

. Presented recommendation to senior management committee and board for

approval.

. Developed project plan for conversion.

Contract - Project Manager - Washington Mutual - Los Angeles, CA; 2001

. Finished FPS/FAS software implementation and roll-out enterprise-wide

for 7 capture sites and 1,300+ branches. Completed requirements

documentation, designed and wrote test scripts and executed end-to-end

testing for both SIT and UAT.

. Worked closely with design team members of a concurrent project to

convert outsourced item processing to in-house Branch Image Capture

solution.

Contract - Business Analyst - Silicon Valley Bank - Santa Clara, CA; 2000 -

2001

. Performed key role as lead business analyst (and banking subject matter

expert for project team) to replace a sales force automation

application with a new CRM application.

. Conducted interviews and led JAD sessions with stakeholders and users

enterprise-wide to gather requirements.

. Documented functional and detailed business requirements and business

process workflows for CRM solution and helped develop RFP for new

system.

Contract - Business Analyst - Lante Corporation - San Francisco, CA; 2000

. Helped develop functional and detailed business requirements in role as

banking subject matter expert for overall project. Assisted with

development of Use Cases.

. Worked with technology architects in developing RFI/RFPs to assess and

choose technology solution providers in key areas such as core,

Internet banking, EBPP, ATM/Debit Card, etc. for a new Internet Bank

(RUP project methodology). Worked extensively with vendors such as

Sanchez e-PROFILE, Corillian and CheckFree during elaboration phase.

Senior Consultant - Brintech; 1999

. Led and delivered technology assessment/technology plan consulting

engagements for community banks nationwide. Projects included

development of 3-year strategic plans for systems ranging from core,

platform, teller, EFT and Internet banking, to check processing, back

office, networks, HR and accounts payable. Conducted alternative

delivery (Internet Banking, ATM/debit cards, VRU/call center) process

improvement engagements.

. Helped banks develop RFI/RFPs to solicit information and proposals

needed to assess/choose technology solutions from multiple vendors

regarding a wide range of bank systems, applications and services (both

in-house and outsourced).

. Interfaced with all members of the client from CEO/senior management

team to back office operations. Responsible for overall client

satisfaction.

. Worked on Internet Bank start-up project recommending all applications

for the bank.

Sales Executive - Electronic Payment Services (acquired by FDR); 1997 -

1999

. Successfully sold EFT services (ATM/debit card processing) to financial

institutions in 7 state market.

. Concord owned the Star network and provided ATM terminal driving,

online ATM/Debit processing and gateway authorization/settlement into

the major EFT networks.

VP/Manager - Alternate Delivery Dept - Hibernia Nat'l Bank; 1994 - 1997

. Managed development of alternative delivery systems (ATM, Debit Card,

and Internet) for retail banking with staff of 4 people. Activities

included business analysis, business case development, project

management, marketing and product management.

. Led cross-functional project team of 9 people to implement new debit

card product involving mass reissue of the Bank's ATM card base.

Product generated over $2MM in first year revenue and was deemed the

most successful marketing/ product development effort of 1995.

. Led and managed cross-functional conversion teams that converted ATM

terminal driving/ATM Debit card processing for 6 acquired banks.

. Implemented data mining program to identify/track ATM/POS usage

patterns for debit card marketing efforts that resulted in higher

levels of penetration, activation and usage in the bank's card base.

Provided functional and detailed requirements for designing system

using FOCUS and MS Access.

. Managed the Bank's ATM program - including profitability and business

case analyses, ATM products and services, vendor management and service

quality/performance issues.

. Led and managed cross-functional teams of 8-10 people as well as

vendors to deploy ATMs at off-site locations as well as branches (over

50 deployment projects). Developed business cases, negotiating leases

with landlords and managed overall projects.

. Led and managed a cross-functional project team of 12 people to develop

the bank's Web Site. Managed hosting vendor and creative design firm.

VP/Manager - Float Management Dept - Hibernia Nat'l Bank, 1991 - 1994

. Managed all cash letter, float management and product management issues

related to check processing.

. Created extensive business case analysis for Electronic Check

Presentment.

. Served as member of the Bank's 5 person Image Processing Committee to

evaluate POD and statement image initiatives.

. Managed project team that installed the Carreker Float Pricing System

(FPS) and Float Analysis System (FAS) software to provide float

assignment/item pricing for over 2 million checks per day. Developed

and documented all functional and detailed business requirements. Built

all required PC and mainframe data tables necessary for executing

system's complex business rules. Designed and executed all test scripts

for UAT.

VP - Cash Management Department - Hibernia Nat'l Bank, 1989 - 1991

. Performed business analysis and managed projects to upgrade most of the

bank's base corporate payment and information services - ACH, ARP, in-

house balance reporting & transaction initiation system, account

analysis, controlled disbursement, Lockbox, etc.

. Worked extensively in sales and consulting role selling the bank's

corporate payment and information services to companies based locally,

regionally and nationally.

. Conceived and sold the fundamental strategy to senior management which

greatly expanded the bank's commitment to cash management. This led to

growth, in 1 year, of the Cash Management staff from 3 to a staff of 12

with significant increases in fee income.

. Responsible for all corporate cash management product development

activities for the Louisiana and Texas Banks. Served on the Bank's

Technology Strategy Committee.

. Managed team that installed and implemented the Stratus based DISC

ACCESS System (now FundTech) online banking system for corporate

clients. Also, 1) designed and executed UAT test plans, 2) developed

Customer User Reference Guide and, 3) managed customer conversion to

new system.

. Documented functional requirements and design specifications for many

system enhancements and interfaces (i.e., wire transfer system

interface, Hogan DDA interface, intra-day feeds from ACH, CPCS, etc.).

Worked closely with developers across environments including Cobol/MVS

mainframe and Stratus.

AVP - Cash Management Dept - Hibernia Nat'l Bank, 1986 - 1989

. Successfully sold cash management services to all commercial customers

bank wide. Individually led very significant growth in the Bank's

corporate cash management business.

. Designed and developed new cash management products such as the Bank's

very successful statewide deposit concentration service for chain

retailers.

. Worked closely with staffs in both MIS and operations to define and

document the functional and detailed business requirements for new

products and services.

. Served as speaker on cash management for professional organizations and

trade shows.

AVP - Investment Department - Jefferson Guaranty Bank, 1984 - 1986

. Coordinated and managed the Bank's non-credit services for commercial

customers. Developed and sold one service which increased core deposits

by over $5,000,000. Within first year, brought in over $150,000 of

additional fee income.

. Managed three people and was responsible for: 1) managing liquidity for

the Bank by controlling usage of fed funds lines, customer repos and

public fund deposits, 2) pricing all interest bearing deposits and, 3)

managing the Bank's asset/liability position.

Banking Officer - Cash Management Dept - First Nat'l Bank of Commerce, 1982

- 1984

. Assisted in selling and implementing cash management services to the

Bank's largest prospects and customers. Performed studies and

submitted proposals to local, regional and national companies

recommending appropriate cash management services.

. Managed projects to develop several successful new cash management

products.

Management Trainee - Credit Department - First Nat'l Bank of Commerce, 1981

- 1982

Contact this candidate