JAMES D. “J.D.” WALTERS, MSGL
San Diego, CA 92116 Cell: 619-***-****
************@*****.***
MANAGER/SENIOR BUSINESS SYSTEMS ANALYST
PROJECT
Accomplished Business Systems Analyst and Project Manager with a proven track record of success
in all phases of software development lifecycle in the financial and insurance arena. Experienced
working in a multi-site cross functional team environment. Capable of leading product development
from inception to launch and revamping the legacy products for future growth to facilitate growth in
market share. Exceptional at interfacing with external and internal customers. Key competencies
include:
Process Analysis/Management Client Relations
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Leadership/Team Building Training
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Project Management Budgeting/Cost Control
• •
EDUCATION
MS in Global Leadership- University of San Diego, San Diego, CA 2010
Certificate in Global Business Strategy-University of San Diego, San Diego, CA 2010
Certificate in Project Management- University of San Diego, San Diego, CA 2009
Escuela de Alta Direccison y Administraction (EADA), Barcelona, Spain 2008
Global Leadership Conference, Shanghai, China 2008
BS in Business Administration- University of Maryland, Adelphi, MD 2007
Project Management Introduction Course-UCSD 2004
PROFESSIONAL EXPERIENCE
First Advantage/First American, Poway, CA 5/2009-3/2010
Business Analyst
Serves as a bridge between business and IT by understanding, translating, and advocating the
business needs within IT throughout the development of the solution. Leverages the acquired
knowledge to support the business and Process Support Manager (PSM) during User Acceptance
Testing and implementation
Elicit business requirements from project stakeholders.
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Facilitate requirement workshops.
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Capture high-level business requirements in a format suitable for preliminary estimation.
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Capture detailed business requirements in textual and graphical formats.
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Communicate detailed business requirements back to business representatives.
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Analyzes current business processes, pain points, current solutions, and requirements and
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makes recommendations for new, more efficient workflows or processes.
Reviews design documents and test plans to ensure all business requirements are implemented
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and validated.
Elicit requirements for Project Change Orders.
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Assist project management with defining Acceptance Criteria.
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IN TRANSITION 8/2008-5/2009
BRAHMA HOLDINGS/MEDNEUTRAL, La Jolla, CA 2/2008-8/2008
Business Analyst/Project Manager/Consultant
Worked in product development documenting process analysis for new software products and
functionality requests from clients and internal staff.
Successfully completed documentation for a Workers Compensation module within the core
•
software.
Developed a change management and tracking process using MS-TFS (Microsoft Team
•
Foundation Server) built in mechanism
Conducted feature feasibility studies
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Developed UI (user interface) with usability experts and conducted human interface reviews with
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the team for implementation.
Developed the requirements for Organization Hierarchy which impacted the core system.
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Developed a product upgrade scheme and mechanism (Med Lite).
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Worked with quality assurance for bug tracking and resolution and creating user acceptance
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cases.
RETURNED TO SCHOOL TO FINISH BACHELORS DEGREE 1/2007-12/2007
FISERV / GALAXY PLUS, Troy, MI 2004 – 12/2006
Project Implementation Manager/Business Analyst
Provided business, change, and technical analysis for software conversions to credit unions
Conducted and documented client needs/process analysis
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Worked in tandem with engineering for appropriate data mapping requirements and file layouts
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Communicated regularly with third party vendors ensuring test files and layouts are received
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Established system parameters and defaults
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Trained client on functionality and best practices of system
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Coordinated and created test plans with programming staff
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Performed data integrity audit prior to system conversion
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Provided support to client until turn over to client services
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Assisted client in reviewing/assessing workflow processing for best practices and efficiencies
•
SYMITAR, San Diego, CA 2003-2004
Application Analyst
Established loan work flows working in concert with client
Gathered business process and requirements from clients relating to loan processing
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Ensured proper parameters/defaults were established
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Worked with the training department on the loan application process to insure client training was
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accurate.
Worked closely with programming staff to insure accurate and workable loan forms.
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FAIR ISAAC CORPORATION, San Diego, CA 1999 – 8/2002
Business Systems Analyst
Analyzed and documented complex client business policies, decision workflows and legacy system
integration requirements for the implementation of the decision management system for
multiple large financial US and foreign companies as well as a major US insurance company.
Provided on site leadership, technical expertise and rule configuration support during the
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implementation cycle of the Capstone decision engine software product.
Designed and coded custom rules for the decision engine software based on client business
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policy.
Provided onsite training and mentoring for junior implementation and client staff.
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Met client driven project timelines in which the company received over $1M in bonuses.
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Worked with clients to establish the appropriate workflow for Capstone.
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TECHNICAL SKILLS
MS Office, Relational database design, Decision rule design, Software process diagramming,
Software development methodology, Visual Basic 6, SQL+, Visio, Crystal Reports, Rational Clear
Quest, Visual Source Safe, PeopleSoft, TFS, UML Use Cases.
Member of International Institute of Business Analysts (IIBA)
Member of Project Management Institute (PMI)