Project Manager Customer Service
Resume:
Shanni Schuman
*************@*****.***
SUMMARY
. More than 15 years of experience working as a Business Analyst, Data
Analyst, Database Designer and Developer
. Experienced in all phases of SDLC from initiation of the project
through analysis, development, implementation and production support
. Excellent analytical, organizational, multitasking, interpersonal and
communication skills
. Advanced level technical skills include database design, mainframe and
SQL Server architectures, MS Office, Visio and SQL
BUSINESS ANALYST SKILLS
. Business requirements
. Process Diagrams and Flowcharts
. Documentation
. Use Cases
. Testing Requirements and Scripts
. Gap Analysis
. Data Quality
. Technical Requirements
. Production Support
. Functional Specifications
. Project Time Estimates
. Workflow Analysis
. Cost/Benefit Analysis
TECHNICAL SKILLS
. Programming Languages: C#, SQL, COBOL, .NET Framework 3.5
. Databases: MS SQL Server 2005/2008, IDMS, Paradox, ORACLE
. Operating Systems: Windows 7, Windows XP, IBM Mainframe, SQL Server,
ORACLE
. Software: Visual Studio .NET 2005/2008, SQL Server Management Studio
2008, Microsoft Office XP, 2007 and 2010, Microsoft SharePoint 2007
and 2010, Microsoft VISIO 2007 and 2010, Microsoft Project 2007 and
2010, SAP Business Objects, PL/SQL Developer, iGrafx
PROFESSIONAL EXPERIENCE
CREDIT-SUISSE, New York, NY
3/2012 - 12/2012
Business Analyst Consultant
Customer Reference Data Conversion/Investment Banking Division
. Worked on team to gather American and European requirements for Client
On-Boarding for new Reference Data System.
. Researched documentation of Patriot Act Certification (PAC) regulatory
requirements as they are currently implemented at Credit Suisse
. Identified and interviewed Subject Matter Experts (SME) to learn their
requirements for the new Reference Data System (RDS)
. Documented new requirements for PAC in a Business Requirements
Document which included functionality of 12 business rules that
applied to PAC process flows for all PAC functions - determining in-
scope parties, bringing existing parties into and out of scope for
PAC, suspending parties that do not comply with PAC documentation
requirements, re-activating parties when they do comply with PAC
documentation requirements
. Identifying reporting needs for the stakeholders
. Performed all above functions for Reliance Agreement for Agent parties
. Conducted meeting with SMEs from Compliance, Legal, Tax and Accounting
business departments including people at different business sites to
achieve consensus on requirements
. Created use cases for stakeholders and reviewed the projected outcomes
with stakeholders
. Participated in other requirements functionality including:
< Account Country of Incorporation and Tax Fields Matrix
< Cost Basis Reporting and IRS Tax Lot Relief
< Know Your Client Sustainability Review Date
< Party Address Rule (for Principal Trading Address and Registered
Address)
. Attended meetings to discuss all of the above subjects
. Used SharePoint 2010 as a repository for business documents, adding
and moving documents between folders and sites
. Used PL/SQL to query ORACLE database to determine data structures and
data content
VALUE LINE INVESTMENT PUBLISHING LLC, New York, NY 11/2007 - 3/2012
Technical Business Analyst
Principal BA responsible for implementing business analysis architecture:
. Reviewed and selected templates for Business Requirements Documents
. Persuaded senior management to implement standardized templates
. Documented current state of systems (mutual funds, options, stocks,
customer fulfillment) for the purpose of upgrading these systems to a
more modern architecture
. Performed cost/benefit analysis for senior management for use in
assessing alternative ways to implement new software for new Customer
Fulfillment system.
. Created Business Requirements Documents and dataflow diagrams using
VISIO
. Working to expand BA team
Customer Fulfillment System
. Worked with data conversion team, including Technical Manager,
Database Engineer and legacy system Database Administrator to
determine accurate data mapping of fields from legacy fulfillment
system to new system from a third party vendor
. Kept data mapping documents current
. Gathered data modeling requirements from stakeholders from the
Customer Fulfillment, Printing, Customer Service and IT departments to
understand the configurations of the data
. Worked with the Project Manager and developers from the third party
vendor to map our existing data into the new system database
. Interviewed Customer Fulfillment team and legacy system Database
Administrator to determine the criteria for extracting data necessary
to produce mailing labels since no source code or documentation was
available from the legacy program
. Wrote the technical specifications for the custom program to extract
data to be used as input to the interface mailing label system
. Acted as program manager to lead cross-functional team from IT,
Distribution Center Computer Room and printing warehouse to coordinate
interaction between a new fulfillment system and 3 interfaces. This
entailed creating procedures and time-tables for exporting and
importing the data, testing the procedures and validating the test
data prior to implementation
. Wrote and distributed instructional manuals for all of the above
processes to Distribution Center personnel detailing how to run the
programs for each of these interface processes in the new mailing
system
. Conducted training sessions for Distribution Center personnel in the
operation of these interface printing systems
. Reconfigured existing reports and some labels from label printing
system to be printed on standard laser printer instead of antiquated
impact printers
. Continue to monitor processing and provide support as necessary for
any on-going issues as they occur
Additional Projects
. Acted as SharePoint Administrator by setting up Sites as necessary for
each project or department as directed by senior management, adding 2
new roles to the SharePoint system and adding users to the SharePoint
sites and assigned roles based on the access needed
. Interviewed current business Subject Matter Experts to gather
requirements and processes for Options systems from both the IT and
Options Analysts perspectives and created Business Requirements
Document detailing all of the above processes
. Interviewed Subject Matter Experts to gather requirements, procedures
and any documentation of Delphi and Paradox programs to be converted,
then deconstructed and documented Delphi and Paradox programs as part
of the documentation of all legacy applications so that the entire IT
functionality can be re-engineered in a new architecture
. Worked with Statistics stakeholders to analyze programs. Wrote
technical specs for 2 SAS programs to be converted to C#
. Developed a system for users to import and export their existing
portfolios from old version of Investment Analyzer to the new version
using .NET Import Wizard. Functions included adding a Portfolio,
deleting a Portfolio, adding a new Account, deleting a new Account,
adding new transactions, calculating and maintaining the positions
within an account, incorporating the FIFO accounting model into the
module
. Learned Crystal Reports independently to program Profile Reports and
Rank Reports linking these reports to database stored procedures which
I also created
. What's New Module - Ranking System line graph and legend, Market
Fundamentals List for Value Line 1700, Timeliness Rank List, Stock
Split List, Earnings List, Delisted Stocks List
PRUDENTIAL ZINN ASSOCIATES REALTORS, Montclair, NJ 2/2003 -
11/2007
Sales Associate
. Created and maintained individual website to attract new clients
. Represented both sellers and buyers in the sale and resale of homes,
condos and coops
. Composed advertising, created flyers and postcards to market
properties
. Created sales strategies to attract clients
. Maintained database of contacts and clients through mailings and phone
calls
. Oversaw the entire transaction from initial marketing or offer to buy
through closing, keeping in communication with my client, my clients'
attorney and the other clients Realtor
MELLON BANK, Fort Lee, NJ 8/2002 -
2/2003
Contractor
Participated in the testing of a software package that allowed the users to
enroll in in-house training
. Created test plans to be used for unit testing, system testing and
user testing
. Trained client users so they could test the new system
. Was available on sight to help users and answer any questions they had
. Reported any testing issues to the appropriate people so they could be
evaluated and fixed
KPMG LLP, Montvale, NJ 3/1997
- 10/2001
Project Leader /Senior Developer
Supervised 3 developers in maintenance of mainframe legacy Contract Record
System. Analyzed, wrote specifications and wrote or modified programs for
maintenance and enhancement of Project Costing System
. Analyzed data conversion and wrote functional specifications and
detail specifications for 35 SQR programs to convert data from
Canadian database to US database format
. Analyzed Project Costing module interfaces with AR and GL as well as
system configurations to determine conversion requirements for
Canadian data
. Interviewed functional users to determine requirements for PC
enhancements and customizations
. Participated in full project life cycle for PC enhancements including
gathering user requirements, determining project time requirements,
writing functional and detail program specifications, supervising
consultants, performing programming as needed, developing test plans,
unit testing, system testing, working with users during user
acceptance testing and working with Operations for implementation into
production
. Wrote specifications, made technical modifications and tested the
following functions in Project Costing module: Inventory Transfer,
Client Transfer, Project Mass Change and database record archive and
compression
. Worked with upgrade team to upgrade software
. Delegated work assignments to staff and oversaw production fixes for
mainframe legacy system
CHASEMELLON SHAREHOLDER SERVICES, Ridgefield Park, NJ 9/1994 -
3/1997
Contractor
. Wrote a variety of programs to process data for an IDMS mainframe
database
. Supported users in validation of the converted data by providing ad-
hoc reports and statistics
. Lead developer of data integration system in investor services
industry
. Designed, coded and implemented integration plans using COBOL, COBOL
II, IDMS, JCL
. Gathered business requirements and technical information from internal
and external clients for conversion of client files into the company
database
. Produced data mapping documents and technical specifications
. Performed extensive data testing to ensure data integrity upon
conversion
EDUCATION
SETFOCUS, LLC, Parsippany, NJ
Microsoft .NET Program
CHUBB INSTITUTE FOR COMPUTER TECHNOLOGY, Parsippany. NJ
Top Gun Program
NORTHWESTERN UNIVERSITY, Evanston, IL
Bachelor of Science in Speech
PROFESSIONAL ASSOCIATIONS
International Institute of Business Analysis (IIBA)
5
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