Sign in

Project Analyst

New York, New York, United States
August 28, 2017

Contact this candidate


New York, NY *****

917-***-**** (c)/212-***-**** (h)


Business Analyst possessing over twenty years of experience in business and financial analysis in the private and public sectors. Projects have spanned different industries and have included finance, healthcare, executive compensation analysis, human resources management, transportation, wealth management systems, and government. Quick learning curve for new systems.

Proficient in eliciting requirements from stakeholders and users.

oSkillful in culling and discovering true client needs from the obscure and confusing, during the requirements discovery process. Validating and translating these findings into project artifacts: business and functional requirements documentation, use cases, wireframes, and activity diagrams.

oLiaises well with stakeholders, users, subject matter experts, and development teams. Communicates effectively with team members from diverse cultural backgrounds.

Produces relevant supporting artifacts and presentations with Visio, PowerPoint, Rational DOORS.

Creates recommendations through incisive analysis problem solving skills.

Experienced in database analysis, design and documentation.

Focused and immersed in project through all iterations and phases; from requirements documentation, analysis, design and development, test plans, to training. Verifies, prototypes and tests solutions.


Provided quality service to clients resulting in greater customer satisfaction, decreased complaints, and increased reliability of solutions.

Managed schedule for deliverables and resolved roadblocks resulting in projects coming on-line, on time and on budget.

Performed cost/benefit analysis on recommendations generating cost and time savings.

Increased revenue by producing superior reports, providing new products, and by creating computerized analytical tools. Created user documentation and training manuals.

Technical Skills

Methodologies: Waterfall, Agile.

Software: Microsoft Office Suite: Access, Excel, PowerPoint, Project, Visio; HTML; SQL Server, SQL; UML; VB; iRise; Rational DOORS, Tableau.

Currently mastering Python.

Op Systems: Windows 10, 8, 7, Vista, XP.


Englander-Associates, New York, New York On going from 2001`

Private Consulting Services to small businesses and home offices

The firm provides analysis, technology advice, software and hardware installations and upgrades, and troubleshooting existing problems at the client site. The firm configures, installs and services small networks and provides software training and support. Clients include manufacturers, interior designers, legal offices, medical practices, religious institutions, caterers, and home practitioners.

Various agencies of the State of New York and the City of New York June 2016 – November 2016

Business Analyst (Consultant)

Conducted background research regarding potential projects for prospective clients

Liaised with and elicited project requirements from clients

Formulated specifications and presentations for client RFP

Created Requirements related artifacts from clients’ supporting documentation

WillisTowersWatson, Executive Compensation, Stamford, CT March 2014 – September 2014

Business Analyst (Consultant)

Documented requirements for transition of existing proprietary Talents and Rewards system to corporate global executive compensation platform.

Analyzed and documented the proprietary executive compensation rating and ranking program, including analysis of complex SQL coding, involving hundreds of tables, modules, and interfaces.

Documented and diagrammed library of SQL procedures via Visio and MS Word.

Created traceability matrices between client exhibits and system outputs.

Suggested and tested improvements made to legacy system.

Pitney Bowes, Inc, eCommerce Solutions, Newark, NJ December 2012 – August 2013

Business Analyst (Consultant)

Documented interaction between databases of Pitney Bowes, eCommerceSolutions’, Finance and PackagesCentral Groups.

Documented and diagrammed library of SQL procedures via Visio and MS Word.

oFormalized structure for documentation.

oIncluded traceability matrices between Visio diagrams and SQL statements.

Advised on construction of SQL procedures for new reporting system to feed internal and external freight payment and audit system to use in vendor invoice audit, reconciliation, parcel cost allocation, and related reporting.

Provided business and technical expertise on the addition of new tables and fields to the Finance database. This required modification to existing SQL logic and the incorporation of new logic, to accommodate requirements for greater precision and flexibility in interfacing with upstream corporate systems.

Conceived and developed data dictionary in Excel using Lookup and Reference functions to cross-reference over 300 fields to sixty tables. Automated procedures for updating and adding tables and fields to the dictionary. Advanced features included field definitions, references and uses in procedures, and a system allowing for the entry of a set of fields to determine tables and the reverse. System featured hyperlinking of components to each other.

Taxi and Limousine Commission, New York, NY December 2011 – April 2012

Senior Business Analyst (Consultant)

Elicited business requirements for project to replace production of paper summonses via electronic handheld devices. Adopted and expanded project management role to instill and maintain a positive relationship with client side to foster enthusiasm for major changes in business procedures and culture.

Associated features with these devices included the development of new back office systems and the continued liaison with legacy systems.

Extracted tables from legacy system for analysis via SQL. Discovered requirements through one-on-one and group sessions with management, SMEs, and clerks.

Analyzed, validated, and documented business requirements in Business Requirements Document (BRD).

ADP, Inc, Major Accounts Division, Parsippany, New Jersey November 2010 – March 2011

Business Analyst (Consultant)

Created functional specifications for Performance Evaluation, Administration, and Setup modules for a new web based, fully integrated Human Resources Management portal. Prototyped access flow for reports and created wireframes for reports UI. Analyzed proposals and discussed issues with global team of stakeholders, developers, and analysts. Performed ad-hoc testing on various modules in the application.

Department of Education, City of New York, New York, New York January 2008 - September2009

Business Analyst/Project Manager (Consultant)

Developed web based Human Resources Management System to manage an employee base of over 10,000 in the School Food division. The new HR system’s priority was on tools to manage the users’ business. The new system was designed to transform the users’ approach to their tasks and responsibilities and eliminated severe gaps by creating new features that automated tracking and reporting.

Managed analysis and design of product and relationship with clients.

Produced business requirements and functional specifications including process flow and functional analysis. Interviewed stakeholders and users and incorporated their needs and visions into the new application. Analyzed structure and functionality of existing legacy program via SQL.

Documented and presented website proposals via Visio mockups, wireframe diagrams PowerPoint slides.

HPD, City of New York, New York, New York August 2006 – March 2007

Business Analyst (Consultant)

Reverse-engineered the complex legacy production payroll-compensation program as a preliminary step to its migration to an Oracle platform via SQL.

Charles Schwab, San Francisco, California February 2002 – April 2002

Business Analyst (Consultant)

Conducted feasibility study to replace existing web based, client wealth management accounts system with modified institutional platform. Advocated new requirements modifications, and enhancements in proposals. Conducted financial analysis as needed.

SalomonSmithBarney, Citigroup, New York, New York August 1998 – July 2001

Business Analyst/Project Management, Stock Plan Options (Employee)

Provided business support for stock plan options trading project teams using project life cycle methodology, including collecting client requirements, formal documentation of proposals, and testing. Liaison between team members and users. Enhanced design and rollout of customized web applications.

Managed schedule for deliverables, tracked project milestones, progress, testing results, and resolved roadblocks resulting in on time project completion

Performed cost/benefit analysis on various recommendations via MS Access and Excel

Conceptualized and designed programs and user screens, operational flows, and system interfaces via MS PowerPoint and Visio to streamline progress through project life cycle

Tested customized client websites in advance of ethical hack testing

Performed ongoing system testing and quality assurance testing of project/system via MS Access and Excel, and SQL (DB2 and Access) avoiding costly introduction of faulty product

Conducted and organized presentations and user training sessions. Assisted users in creating user acceptance testing scripts. Supported users and clients after project implementation.

Documented completed projects, wrote manuals and user guides

Financial Experience prior to 1998


Financial Analyst, Treasury Department, Asset/Liability Management

Developed computerized analytical and reporting tools to increase profitability and monitor risk.

Programmed an accurate tool to measure profitability of swap trades, reducing reporting time and inconsistencies in bank’s interest rate swap book. Standardized the measurement of profitability and risk through the incorporation of off-balance sheet items.

Improved the performance and revenue generation of Futures traders by producing timely and accurate position and profitability reports. Evaluated and solved back office operational and systems problems.

Developed and executed migration plan to the current release of software. Wrote procedures manual and instructed staff. Coordinated acceptance testing for internal systems and financial audits.

BURNS FRY LIMITED, Toronto, Ontario

Financial Analyst/Market Analyst/Programmer, Equity Research and Fixed Income Departments

Developed stock rotation model and presented model results and predictions to institutional clients.

Programmed customized financial models for internal departments, and institutional clients.


Budget Analyst for major brands in consumer packaged goods


MBA, Finance, Concordia University (Sir George Williams), Montreal, Quebec

BS, Anatomy, McGill University, Montreal, Quebec

Contact this candidate