BUSINESS ANALYST / ACCOUNTING / IMPLEMENTATION SPECIALIST

Results-driven professional with 20 years combined experience in IT and

Accounting positions. Expertise in streamlining IT and Accounting processes

to help increase productivity. A strategic planner recognized for managing

multiple functions cost effectively, identifying critical issues and

implementing effective solutions. Excellent communicator evidenced by

leading, motivating and managing teams of diverse people.

PROFESSIONAL ACHIEVEMENTS

Experience in the Systems Development Life Cycle (SDLC), UML and BPM

methodologies. Experienced in creating business system requirements and

testing documents for system projects. Results: Successful and timely

delivery of system projects due to document clarity and process execution.

Spearheaded the design, development and/or implementation of accounting and

mortgage origination systems. Systems include Peoplesoft Accounts

Receivable, Projects and General Ledger. Other applications include

Empower and ASAP Loan Origination Systems and a Revenue Accounting

interfacing System. Results: Successful on-time and on-budget project

delivery.

Developed process automation for spreadsheets and reports through

collaborative efforts with the IT department. Results: Efficiencies

increased productivity and allowed for accurate and timelier delivery.

Supervised team sizes from 5 personnel up to 90 personnel. Provided

management, direction, training, professional development and performance

evaluations for professional and administrative personnel. Results:

Improved trust, morale, increased productivity and maintained employee

retention.

Planned and supervised financial audits. Industry experience includes

financial services.

Results: Recommended improvements of internal control in operational and

financial systems.

Created department policies and procedures for IT and Accounting processing

functions. Results: Improved efficiency and process flow consistency

within the department.

PROFESSIONAL EXPERIENCE

BUSINESS SYSTEMS ANALYST/QUALITY ASSURANCE ANALYST

Ameriquest Mortgage/Argent Mortgage/Citi Residential Lending 2003-2010

Tasks/Projects:

. Created Business System Requirements for both Empower and ASAP loan

origination systems utilizing the SDLC, UML and BPM methodologies.

. Managed onsite and offshore development teams to meet aggressive

deadlines for Empower and ASAP.

. Conducted daily status meetings with off-shore teams in India

associated to different modules of ASAP!

. Implemented key company initiatives pertaining to MSA (Multi State

Agreement).

. Performed End-to-End regression testing for the Empower Loan

origination system for every upload.

. Created and executed manual test cases to be used in testing during

the Development, Test and Certification phases.

. Planned for user acceptance testing.

. Monitored production activity after each upload as part of a post

production team.

. Aided Production Support with daily Loan Origination Issues faced by

end users.

. Tested major integration efforts with external engines (Pricing

Engine, Appraisal and Title) using web services, XML's and BOD's.

. Performed Smoke tests on new builds for basic functionality

validation.

Systems: Empower (Delphi based), Proprietary Mortgage Application (Java

based)

MANAGER - ACCOUNTING OPERATIONS

Balboa Insurance Group, Irvine, CA 2002-2003

Tasks/Projects:

. Comprised of Cash Accounting and General Accounting functions.

. Lines of business include Life, Property and Casualty Insurance.

. Maintained daily operations activity as well as special projects.

. Streamlined Accounting Operation business practices through process

improvements or automation.

Systems: Peoplesoft Financials

MANAGER - ACCOUNTING OPERATIONS

CB Richard Ellis, Torrance, CA 1999-2002

Tasks/Projects:

. Comprised of Revenue Accounting and Cash Accounting functions.

. Lines of business include Brokerage, Appraisal, Mortgage Banking,

Investment Services, Real Estate Consulting Services and Institutional

Services.

. Point person for upgrades of PeopleSoft Projects and Accounts

Receivable modules.

. Spearheaded the design and development of a proprietary "intranet"

Revenue Accounting System (RAS) enabling 70 brokerage offices to

submit revenue related transactions electronically into PeopleSoft 7.5

Projects.

. Managed the conversion/migration of all historical data to RAS and

PeopleSoft 7.5. The conversion/migration included reconciliation of

data from the legacy system to the existing systems.

. Developed test scripts, performed user acceptance testing, coordinated

system stress tests.

Systems: Peoplesoft Financials, Proprietary Application (Java based)

MANAGER - ACCOUNTS RECEIVABLE OPERATIONS

IndyMac Bank, Pasadena, CA 1998-1999

Tasks/Projects:

. Improved Corporate Accounting policies and procedures to enhance

collectibility efforts. Partnered with Legal in developing more

aggressive collectibility methods.

. Implemented PeopleSoft Accounts Receivable module in 7 weeks and

$300,000 under budget.

. Reduced a portfolio of $15 million to $5 million in 4 months.

. Reduced the monthly billing cycle from 10 working days to 4 working

days.

. Conducted training sessions for PeopleSoft Accounts Receivable module

after implementation.

Systems: Peoplesoft Financials

MANAGER - ACCOUNTING OPERATIONS

Transamerica Life Companies, Los Angeles, CA 1996-1998

Tasks/Projects:

. Maintained the accounting manual and improved Corporate Accounting

policies and procedures.

. Streamlined all Accounting Operation business practices through

process improvements or automation.

Systems: Peoplesoft Financials

TEAM LEADER - ACCOUNTING/MARKETING

Nissan Motor Acceptance Corporation, Torrance, CA 1991-1996

Tasks/Projects:

. Managed the monthly closing process and management reports.

. Created new financing products for Nissan Dealerships and assisted

with ongoing updates of existing financing products.

. Streamlined Marketing finance information through process improvements

or automation.

. Coordinator between the IT and Finance groups.

Systems: ABC Financials, Shaw Retail and Lemans Leasing Systems

SUPERVISOR - REMIC DIVISION

Security Pacific National Bank, Costa Mesa, CA 1990-1991

Tasks/Projects:

. Performed senior review of financial statements and tax returns for

holders of residual interests in Mortgage Backed Securities transactions.

. Developed Policy and Procedure manual for technical standards.

Systems: Not applicable. Worked with Excel Spreadsheets

SENIOR AUDITOR - FINANCIAL SERVICES DIVISION

PricewaterhouseCoopers LLP, Los Angeles, CA 1988-1990

Tasks/Projects:

. Performed senior review of financial statements and tax returns for

holders of residual interests in Mortgage Backed Securities transactions.

Systems: Not applicable.

EDUCATION

BACHELOR OF SCIENCE in Business Economics, University of California, Santa

Barbara

Technical Knowledge: Rational ClearQuest, Rational ClearCase, PVCS

Tracker, SQL, Altova XML, SnagIt, Microsoft Applications (Word, Excel,

PowerPoint, Visio and Project (limited))

Professional References Provided Upon Development of Mutual Interest

Contact this candidate