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Experienced Business Analyst and Project Manager (PMP)

Denver, CO
September 29, 2018

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Brian D. Pate

Richmond, Virginia 540-***-****


Experienced business analyst and project manager (PMP) with a background in operational, IT and financial consulting for global banks, NYC tech startups and a global logistics company. EXPERIENCE

RVAOnlineVentures; Richmond, Virginia January 2018 - Present Owner/Consultant

•Process improvement agency focused on software solutions for SMBs;

•Manage team of developers and the SDLC lifecycles;

•Developed auction bot for a local car dealer (saves 10+ hrs per/wk. and generates $25K+ profit per month):

•Currently developing scheduling tool for a national youth women’s soccer organization (ECNL). The tool builds the annual schedule for 275+ teams and 1K+ games based on parameters set by ECNL management. Capital One; Richmond, Virginia June 2016 - January 2018 Global Finance Technology - Agile Project Manager

•Cross-functional data migration specialist for the following acquisition projects:

• GE Healthcare Financial Services: Commercial and Industrial Loan Portfolio - 450 loans, $9.1B;

• Cabela’s CLUB Loyalty Program: Credit Card Portfolio - 2M accounts, $5.3B in assets, $3.6B in liabilities;

•Responsible for system mapping, developing data requirements and test plans, updating system reporting logic, calculating expected results and performing UAT testing along with production validations;

•Recipient of quarterly operational improvement award for automating reporting of securitizations (~100 hrs. saved);

•Developed and implemented a Global Finance acquisition playbook (recognized during Capital One’s ACE awards). AthleteReach, Inc.; Richmond, Virginia May 2015 - June 2016 Founder

•Founded a consumer facing digital media platform that “FanSources” the amateur athletic recruiting process;

•Drafted the responsive website wireframe and managed development team in India through the SDLC;

•Obtained minimal traffic (~2.4K visitors/25K pg. views per month) and the venture proved to be unsustainable. The Brinks Company; Richmond, Virginia March 2014 - May 2015 Special Projects and Global Risk

•Managed corporate audits (operational, IT and financial reporting) with a heavy focus on process, risk and data analyses in Australia, Canada, Hong Kong, Luxembourg, Vietnam and the US;

•Identified A/P process deficiencies and implemented global controls to mitigate the risk of future financial losses;

•Disputed and retained ~$1.2 million in customer billing claims via data analytics and process analyses;

•Identified billing, inventory and vendor management errors along with the root causes via process and data analyses. PwC; New York City, New York September 2010 - March 2014 Emerging Company Services (2012-2014)

•Planned and executed operational, IT and financial audits for ecommerce, digital media, big data and SAAS startups;

•Performed cross-functional (sales, account management, product development, finance operations, etc.) technical analyses to identify process risks, product inefficiencies and management strategy disconnects;

•Recognized as a top performer (95th percentile) by internal management in the NYC market. IT & Business Process Risk Assurance (2010-2012)

•Managed the global business process and IT security risk review for a top 25 world bank (top five in the US);

•Managed ITGC testing at the platform, database and application levels over computer operations, logical security and change management processes;

•Performed business/IT process and control analyses including SSAE16s, AT101s, regulatory and SOX reports. EDUCATION

The College of William & Mary; Williamsburg, Virginia 2005 - 2010 Master of Accounting (2009-2010)

Major: Accounting; Emphases: Finance, Business Development and Entrepreneurship Bachelor of Business Administration (2005-2009)

Major: Finance; Concentrations: Process Management & Consulting and Accounting

•Division 1, All-American and All-Conference football player (former walk-on); Academic All-Conference team. ADDITIONAL

•Certifications: CISA (2015-2018); PMP (August, 2015); Executive Data Science Specialization (April, 2018);

•Advanced Excel and Visio; Basic SQL; VersionOne; JIRA; ACL; G Suite; Microsoft Office.

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