Business Analyst

Business Analysis Technical Training Quality Assurance

Skilled Business Analyst, Information Technology and Project Management professional, with a positive attitude, who delivers quality solutions, training and support to create optimal system performance and business process improvements and standards for leading Fortune 500 financial services organizations. Strengths include:

Analyze and clarify highly technical, complex, business requirements and translate them into easily understood specifications for business users across multiple business functions, geographies and cultures

Manage and coach large project teams, develop solutions, design and document technical training curriculum and direct implementation and production support activities using the System Development Life Cycle (SDLC)

Lead enterprise-wide projects of significant complexity, and facilitate QA testing and user acceptance testing (UAT) by creating test plans and utilizing test automation programs

Technology expertise includes MVS/TSO, CyberLife, LIPAS, LifePro, Vantage, DSS, Unified Functional Testing (UFT), Quick Test Pro (QTP), Performance+ and advanced Microsoft Office skills including Word, Excel, Access and PowerPoint. Running SQL queries using Toad, as well as Hyperion and Interactive Reporting Studio (Oracle based DBMS)

Core Competencies

Business & System Analysis Project Roll Out Systems & Process Flows Quality Assurance & User Acceptance Testing Business Requirements Documentation Project Management Conversions Financial Services Licensing & Compensation Product Development Marketing Sales Administration New Account Implementation Cultural Sensitivity Training Communication Skills Team Building

Professional Experience

AEGON/Transamerica – St Petersburg, FL

Business Systems Analyst – Product Setup

2007 – 2017

Subject matter expert for $23.1 million in-force life business with the Long Term Care (LTC) rider.

Analyzed, tested, and completed over 50-system modification projects in last 7-years while working with international programmers.

Managed and coached large project teams, developing solutions and directing production support activities. Analyzed product features, coded tables and partnered with internal and external users and programmers on user acceptance testing.

Revised several training documents assuring business users understand them and provided detailed procedures in various systems, including ‘how to’ process LTC riders, set-up and maintain a company-wide database (AGN), and run test scripts using QTP. Significantly increased product knowledge and reduced training and processing time.

Business Systems Analyst – Conversions

2003 – 2007

Participated in and completed several system conversions, including converting multiple product lines consisting of 3,373 plan codes. One conversion included 1.2 million policies with annual premium of $7.7 million and involved researching and mapping fields, and validating results by running SQL test scripts and TSO FMBs in test systems before migrating plans to the new production system. Scored 99.76% success rate during testing.

Took initiative to work with an outside vendor (CSC) to correct, rename, add, and delete existing reports based on data from the reconciliation results of the balancing reports in the Conversion Processor (CP) application.

Reduced Performance+ application cycle daily processing from 2 hours to 30 minutes.

Senior Customer Service Business Analyst – IT Customer Service

1999 – 2003

Served as the lead Business Analyst on all annuity and joint-life production support issues including partnering with business users and programmers, developing estimates, documenting business specifications, testing and guiding projects to production.

Realizing an issue with ‘ignored’ service requests (SR), used professional vision and collaborated with internal and external customers to improve the SR tracking process using SDLC.

AEGON/Transamerica (continued)

Created work around for SRs that quickly solved problems for business users and avoided expensive programming costs.

Effectively served as Project Manager on many new and existing products and riders across multiple business units and tasks.

Additional Experience

Held Corporate Finance, Investments, Product Development, Marketing, and Training positions with leading Fortune 300 organizations, including Chubb LifeAmerica, Paul Revere Insurance Group and MetraComp.

Coordinated implementation of 6 new medical bill review accounts over a 1-year period, interpreting needs of the customer, operations unit, and information systems ensuring smooth start-ups. Responsible for electronic data interface for new accounts and state reporting. Designed and delivered training program and procedures for medical bill review business users; trained 250+ processors over a 2-year period, increasing production by 10% to 30% for both experienced processors and new hires.

Managed $150K budget, analyzed training problems, implemented programs to bring issues and problems to quick resolution. Directed design and development of effective selling system curriculum and training materials for over 200 sales representatives.

Hired and managed 12 employees, supervised agent-licensing operations and oversaw accurate commission and bonus payments and reporting.

Handled administration of $241.5 million investment portfolio and $57 million mortgage portfolio with 2000+ mortgages.

Provided needs-based solutions to wealth creation and preservation objectives through sale of life and health insurance, annuities, and mutual funds; maintained 98% persistency.

Education and Professional Development

Education

Bachelor of Science, Business Management

Southern New Hampshire University

Bachelor of Arts, Music Education

Shenandoah University

Professional Development

Lean Six Sigma Red and Blue Belts

Chartered Life Underwriter (CLU)

Chartered Financial Consultant (ChFC)

Fellow Life Management Institute (FLMI)

Associate’s Certificate in Project Management

Registered Health Underwriter (RHU)

MCSE: Data Mgmt & Analytics (in progress)

MCSA: SQL Server 2012/2014 (in progress)

Certified Business Analyst Professional (CBAP) (in progress)

Additional Activities

Transamerica’s Community Services Foundation Annual Toy Drive 2004-2017 (Chairperson since 2010) Transamerica’s Community Services Foundation Annual Back-to-School Drive (Chairperson since 2013)

Chairperson for Transamerica-St. Pete Fitness Team since 2006 – responsible for managing the budget, purchasing equipment, facilitating and subsidizing company and employee fitness events

Volunteer for fund raising and charitable events – Relay For Life, American Heart Association Heart Walk, Humane Society, United Way, Habitat for Humanity, Big Brother Big Sister, Walk to End Alzheimer's, Tutor at Rio Vista Elementary School

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