PAUL ZUCCONI

* **** **** ***** . ***** Madera, CA 94925

Cell 415-***-**** . Home 415-***-**** . Email: abmjwb@r.postjobfree.com

INFORMATION TECHNOLGY PROFESSIONAL

Senior Business Analyst, Project Manager

Versatile information technology professional with over 20 years'

successful experience delivering business process alignment, project

management and practical solutions to complex problems for a variety of

industries. Demonstrated ability to learn new concepts, adapt to change and

manage multiple concurrent tasks. Core competencies include:

[pic] Requirements Management [pic] Vendor Management

[pic] Iterative Software Development [pic] Quality Assurance

[pic] Systems Analysis and Design [pic]

Training

SOFTWARE

Rational: Rose, RequisitePro, ClearCase, ClearQuest, Enterprise

Architect, Visual Studio, Microsoft: Visio, SharePoint, FrontPage,

Project, Office Suite

CAREER HIGHLIGHTS

Wells Fargo & Co., San Francisco, CA 02/09 -

Present

Wells Fargo & Co. is a diversified financial services company with

operations around the world

Business Analyst (Contract)

Acted as single point of contact between Project Management and appropriate

IT groups from solution planning, sizing, to fulfillment. Provide

leadership on defining and suggesting improvements on internal process

meeting business requirement objectives and maximizing efficiencies for

Collections application maintaining customer objectives.

Selected Achievements:

. Clarified client requirements, business needs and project objectives, via

feedback sessions and client meetings, in collaboration with all

stakeholders

. Wrote High Level Design (HLD) documents consisting of Use Cases Models,

Use Cases, Traceability Matrix in support of user products and services

. Developed quality assurance test scripts for all patches, modifications

and upgrades

Paul Zucconi ? PAGE TWO

Charles Schwab & Co., Inc. San Francisco, CA 09/08

- 12/08

The Charles Schwab Corporation is one of the world's largest discount

brokers

Business Analyst (Contract)

Accountable for defining improvement process strategies between Subject

Matter Experts (SME) and IT/Vendor teams for Annuity application. Realized

productivity savings, enhanced quality of annuity data and enhanced the rep

and client experience with respect to insurance products. Performed Gap

analysis of business rules to reduce risk by supporting tighter controls

and increasing order supervision with suitability checks.

Selected Achievements:

. Increased productivity and smarter workflow management by documenting "as

is"-"to be" business/annuity process through swim lane models

. Captured detailed annuity business solution in Business Requirement

Document (BRD)

. Coordinated and validated 3rd party information and customer/account data

for income and fixed annuity products into broker dealer tables

Kaspick & Company, Redwood Shores, CA

4/08 - 8/08

Kaspick & Company is a company that specializes in the management and

administration of planned gifts

Project Manager / Business Analyst (Contract)

Liaised with end-users to analyze the business needs of clients in

identifying business problems and deploy solutions for Planned Gift

Administration application. Accountable for providing service which brought

about beneficial change and added value. Achieved all project goals and

objectives on time and within budget while adhering to classic project

constraints.

Selected Achievements:

. Managed project scope, identified and mitigated risk to project issues

. Managed working sessions with Business and IT teams to document and

review product requirements for initial gift acceptance through gift

termination

. Produced project artifacts that clearly communicate the project roadmap

Wells Fargo & Co., San Francisco, CA

8/07 - 4/08

Wells Fargo & Co. is a diversified financial services company with

operations around the world

Business Analyst (Contract)

Authored requirement documents and process flows to participating partners

within the Health Benefit Services (HBS) Product Teams. Led new product

development and enhancements that identified additional functionality

including online web entry access specific to HBS accounts.

Selected Achievements:

. Interfaced with Product Management, Technology and Call Centers to

determine, document and define business and User Interface (UI)

requirements for Participant Portal and Wells Fargo Corporate websites

Paul Zucconi ? PAGE THREE

. Interfaced with Subject Matter Experts (SME) to prepare Business

Requirement Document (BRD) for Retail Online Enrollment which included

Health Savings Account (HSA) annual contribution limits, rules and

functional design specifications

. Conducted defect analysis for system delivery and implementation

Autodesk, San Rafael, CA

4/07 - 7/07

Autodesk, Inc. is a corporation that focuses on 2D and 3D design software

for use in architecture, engineering and building construction,

manufacturing, and media and entertainment

Business Analyst (Contract)

Clearly defined "as is" parameters around data transfers between multiple

Engineering, QA and Localization teams. Helped modify "to be" process and

technology solutions in order to enable affected teams to work in a more

efficient manner in the development process across divisions; reducing the

number of duplicate IT builds complying with Service Level Agreements

Selected Achievements:

. Performed comparative analysis in conjunction with project teams

. Authored Project Requirements Document (PRD) that identified IT

requirements and Key Performance Indicators for process and technology

solutions

. Defined inconsistencies and improved key business processes that cut

across the organization by indentify redundant product builds by

documenting processes that dealt with moving builds between engineering

groups

Wells Fargo & Co., San Francisco, CA

6/04 - 3/07

Wells Fargo & Co. is a diversified financial services company with

operations around the world

Business Analyst (Contract)

Collected project specifics from other Wells Fargo lines of business and

translated Project Definition Documents (PDD) into Functional Specification

Designs (FSD) and Use Cases for Phone Bank web entry application.

Supported Customer Information View (CIV) system used by phone bankers to

retrieve customer account information.

Selected Achievements:

. Developed use cases for new product functionality that detailed high

value accounts for Premier Phone Bankers

. Identified product requirements by interviewing requesters regarding the

privacy and protection of customer information

. Designed screens to prevent the representative from clicking through

information sharing and solicitation Opt-in/Opt-out preferences

Business Analyst (Contract)

Chaired project meetings to identify and implementing a consistent, quality

customer experience through an Enterprise Call Center Strategy across all

business units, call centers through a single portal application

infrastructure for the Phone Bank. Improved functionality on every

banker's desktop by increasing opportunities for call center

representatives to cross-sell to customers therefore making banking by

telephone easier.

Paul Zucconi ? PAGE FOUR

Selected Achievements:

. Participated in the design and initial scope of the business problem and

prioritized needs of the business in a Project Definition Document

. Gathered and developed detailed requirements in workshops with business

end users

. Validated Use Cases with developers during prototype and UI (User

Interface) development to ensure business requirements were satisfied and

defect resolution

Charles Schwab & Co., Inc. San Francisco, CA

11/03 - 5/04

The Charles Schwab Corporation is one of the world's largest discount

brokers

Quality / Business Analyst (Contract)

Performed various types of testing such as functional, regression, user

acceptance for Statements and Client Reporting. Validate detailed business

requirements for creating the Schwab Institutional Cost Basis offering and

reporting realized Gain/Loss information.

Selected Achievements:

. Prioritized outstanding defects and examined statements for

inconsistencies and omissions

. Refined requirements to ensure traceability between business initiatives

and test plans

. Tracked and controlled the history of requirement defects

Thomson Financial, New York, N.Y. 8/03 -

10/3

Thomson Financial is one of the world's leading information companies,

focused on providing integrated information solutions to business and

professional customers

Business Analyst (Contract)

Analyzed the business needs and organized the work content for a web-based

financial event calendar comprised of data and product solutions for

investment professionals to track corporate and institutional events.

Tracked Change Management (UCM) activities to identify versions created or

modified in the course of working on a task.

Selected Achievements:

. Interfaced with business users to prepare and update Business Process

Requirements (BPR)

. Created a site map to demonstrate navigation routes of the web pages and

validate page design with end user

. Worked with QA to eliminate ambiguities and facilitate development of

test cases and test scripts

Charles Schwab Bank, Inc., San Francisco, CA 3/03 -

7/03

The Charles Schwab Corporation is one of the world's largest discount

brokers

Business Analyst (Contract)

Conducted Joint Application Development (JAD) sessions with stakeholders

throughout SDLC to elicit requirements for Banking application and resolve

open issues. Provided business research and analytical support for the

development of automated enrollment and servicing tools for banking

products that support both internal stakeholders and external bank

customers.

Paul Zucconi ? PAGE FIVE

Selected Achievements:

. Wrote Business Use Cases that defined a sequence of actions performed by

the business

. Illustrated the workflow of a business use case with Unified Modeling

Language (UML) Activity Diagrams

. Performed Use Case realizations to capture Account Open, Account-

Servicing requirements

Charles Schwab & Co., Inc., San Francisco, CA

7/02 - 2/03

The Charles Schwab Corporation is one of the world's largest discount

brokers

Quality / Business Analyst (Contract)

Involved with the System Integration and User Acceptance testing (SIT, UAT)

for a Cost Basis Program. Provided testing services for batch reporting

applications. Teamed up with developers to test data transformation, Out

of Balance and Abend conditions.

Selected Achievements:

. Wrote test cases for calculating summarization of lot-to-position,

position-to-account and cost per share

. Certified business logic by developing and reviewing scripts for positive

and negative test scenarios

. Interacted with developers and testing teams to identify applications

defects

Identified reusable services for a Portfolio Architecture Group. Worked

with web-based Institutional and Application teams in defining

requirements, reviewing Use Cases and User Interfaces.

Selected Achievements:

. Wrote data integration specifications comprised of data paths and sources

for Service Contracts

. Communicate use-case realizations through Sequence Modeling

. Defined potential improvement strategies through data discovery and Gap

analysis

Cisco Systems, Inc., San Jose, CA 2/02 -

7/02

Cisco Systems, Inc. is a multinational corporation that designs and sells

consumer electronics, networking and communications technology and services

Business Analyst (Contract)

Converted Business Requirement Document (BRD) into system analysis

documents for a Sales Order and Inventory Application. Supported Sales

Force Development teams in designing a scheduling tool and inventory

tracking applications. Interfaced with Product and Warehouse managers on

final design requirements. Validated requirements by certifying basic page

functionality.

Selected Achievements:

. Formulate analysis findings into business requirements and process flow

diagrams

. Wrote Use Cases to capture usability requirements and process flows of

events to identify classes for a internet solution

. Created wireframes to define new page requirements

Paul Zucconi ? PAGE SIX

Morgan Stanley Online, San Francisco, CA 12/00

- 11/01

Morgan Stanley is a global financial services firm that serves a

diversified group of corporations, governments, financial institutions, and

individuals

Business Analyst (Contract)

Responsible for the Account Opening, News and Mutual Fund Center components

of an online Trading Internet application. Accountable for the requirement

specifications of page and form functionality, data elements, business

rules and Use Cases that were defined in a functional specification.

Selected Achievements:

. Analyzed complex product enrollment processes to be solved through

internet based solutions

. Performed comparative analysis in conjunction with business and IT teams

. Captured page functionality in wireframes and storyboards

Wells Fargo & Co., San Francisco, CA 5/00 -

11/00

Wells Fargo & Co. is a diversified financial services company with

operations around the world

Business Analyst (Contract)

Create documentation for Banking-by-Phone requirements for Interactive

Voice Response (IVR) Unit. Responsible for defining specifications for

development teams through Business Use Cases and process workflows.

Selected Achievements:

. Elicited and wrote business requirements for Caller Authentication module

. Prepared business process models and validated Touch-Tone Banking

functional processes

. Ensured automated solution met business requirements through design

reviews and testing

Egreetings Network Inc., San Francisco, CA 2/00 -

5/00

A communication company that provides integrated solutions online for

sending invitations (eCards) and gifts

Business Analyst (Contract)

Documented business and website functionality for an Internet

Communications Company. Assisted in reengineering the current business

process and method of doing business to enable a new Ecommerce model.

Selected Achievements:

. Wrote Use Cases to understand the required website behavior and to refine

the current system

. Persuaded visual designers by understanding usability and design

principles

. Developed planning process by creating site and product workflows

Paul Zucconi ? PAGE SEVEN

Awards:

Citicorp's Service Excellence Award for outstanding service performance

Bowery Savings Bank Customer Service award for excellence

ADDITIONAL EXPERIENCE

Business Analyst (Contract) Scholastic Inc., New York, N.Y. (11/1999 -

2/2000)

Business Analyst (Contract) Trans America Leasing, Purchase, N.Y. (01/1999

- 10/1999)

Business Analyst (Contract) Philip Morris, New York, N.Y. (1994 - 1998)

Project Manager, Swiss Bank Corp, New York, N.Y. (1992 - 1994)

Project Manager, Citibank, New York, N.Y. (1987 - 1992)

Analyst, Bowery Savings Bank, New York, N.Y. (1982 - 1987)

EDUCATION

B.A., Economics: State University of New York, Cortland, N.Y.

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