Charles R. Holmes

816-***-**** Mobile **** Brookridge Ct S. Waukesha, Wisconsin 53188 ac96u1@r.postjobfree.com

Professional Summary:

Experience includes key roles in business process analysis, problem solving, software development, quality assurance, and resource planning. Applied knowledge, responsibilities, and accomplishments embody the full software development lifecycle (SDLC); forecasting & planning, resource allocation, requirements gathering, gap analysis, design, documentation, testing and validation, implementation and training. Strengths also include strong interpersonal and relationship management skills. Industry coverage includes Brokerage, wealth management & financial services, regulatory and compliance, accounting/data management systems, record-keeping and call center interfaces, and scientific R&D applications.

Experience:

Senior Business Analyst 3/2019 - Present

Northwestern Mutual - Milwaukee, Wisconsin

Business Analyst Responsibilities include:

-Driving specific aspects of a larger organizational conversion program with medium complexity.

-Providing visibility and transparency into system conversion requirements.

-Making cross-team connections; identifying and managing organizational inter-dependencies.

-Seeking and driving clarity on program objectives, priorities and measures.

-Identifying, assessing and mitigating program risks and issues, and removing impediments.

-Analyzing performance data for the purpose of; knowledge transfer, gap analysis, and the proactive identification of organizational/system program needs.

Manager, Quality Assurance 1/2007 – 11/2018

Thomson Reuters / Refinitiv – Beta Systems / Financial & Risk Management - Brookfield, Wisconsin

Brokerage Service Bureau; Actively collaborated across business units and work-streams to ensure accurate and timely delivery of product content. Business unit coverage includes; Trading and Order Entry, Street-side and Settlement, Customer/Ledger, and Alternative Investments

Responsible for resource allocations, budgeting and oversight

Performed full Human Resource responsibilities for all direct reports; recruitment, performance planning and appraisal, training, coaching, mentoring, counseling, and career development

Implemented a management style that promoted strong team dynamics, the retention of high performing associates, positive mental thinking and a customer-centric culture

Established trust and credibility within the stakeholders/user community and closely collaborated to identify and remediate customer concerns. Developed strategies for achieving positive change and improvements amidst ongoing demands and pressures

Responsible for establishing QA team milestones, maintaining and continuously improving best practices within QA/QM

Provided senior management with appropriate visibility into work-efforts and escalated/addressed concerns as needed

Provided technical guidance and coaching to motivate team members to enhance their level of productivity

Exhibited situational awareness and sensitivity to different behaviors within a project framework and strived to bring people with different viewpoints and cultural values together

Manager, Software Development:

Managed Street-side and Settlement mainframe software development group; Programmer Analysts and Business Analysts

Collaborated with Project and Product Management to prioritize work efforts and schedule resources, while maintaining department integrity, quality, timely delivery, and a positive team energy & spirit

Coached and guided team members to follow best practices (cross-group dynamics, relationship management, continuous integration, source control, unit and functional testing, automation and design/re-use)

Quality Assurance Team Lead:

Performed gap analysis, determined testing effort, test strategy, and resource allocation (includes both onshore and offshore teams)

Provided organizational enterprise training and education; to include curriculum creation, class-room instruction, working sessions, and support. (Average class size of 10-30 associates)

Introduced strategic and tactical Quality Management process improvement initiatives, to include instruction and mentoring for Business Analysts, QA resources and senior management

Established and implemented ALL Quality Assurance departmental processes, procedures and artifacts/assets. Established product defect tracking workflows & protocols

Led full Quality Assurance initiatives for multiple client server applications; inception through implementation, ongoing support and enhancements

Managed and facilitated all aspects of User Acceptance Testing (UAT)

Product coverage includes: HOST/Mainframe (DB2 / CICS) and Client Server Apps (.NET, Silverlight)

Senior Business Analyst, Global Applications – Consultant 10/2005 – 12/2006

Team Soft Inc. / Covance Inc., Madison, Wisconsin

Worked with clients and project team members to identify and define requirements, project strategy documents and sizing estimates

Performed application/requirements gap analysis for Dose Formulation / Pharmacy interface and PATH/TOX Preclinical Data Management System

Created SDLC artifacts to include, but not limited to: Functional Specifications, Traceability Matrices, Test Plans, Test Suites, Execution Logs, and Defect tracking reports

Senior Business Analyst 5/1998 – 9/2005

DST Systems Inc., Kansas City, Missouri

Mutual Fund Service Bureau; Elicited requirements for new product development and system enhancements

Responsible for multiple mainframe, workstation, and web application development initiatives, including new design and functional enhancements

Performed workflow process decomposition and design:

-Assessed needs and designed interfaces to meet user requirements

-Implemented design usability studies (human factors)

-Evaluated study results, implemented design changes and performed follow-up assessment to determine effectiveness

Managed client relationships and resolved client reported processing issues, system problems, and managed the development of financial, accounting, and pension-related system enhancements

Facilitator for cross-product marketing and full product utilization

Extensive technical writing to include Scope Documents, Business Requirements and Design documentation, Use Cases, UI Documents, test cases and scripts, and training/help guides

Facilitated system conversions for new and existing clients requiring system upgrades and ongoing product development

Developed test plans and scripts, supervised test personnel and executed testing for all phases of the development lifecycle

Relationship Manager for clients, senior management, and development team members

Coordinated all client testing efforts

Education:

BA, Business Administration Management

Park University, Parkville, Missouri

Major- Business Administration Management, Minor- Accounting

Graduate with Distinction: Magna Cum Laude

Concentration in Business and Accounting with additional advanced course-work in Engineering and Computer Science

Military Experience:

U.S. Army 1984 - 1990

Non-Commissioned Officer, Honorably Discharged

Forward Observer/Fire Support Specialist

References:

Linked In Profile: https://wwwlinkedincom/in/charles-holmes-a0b99523

Personal References Available Upon Request

Charles R. Holmes

816-***-**** Mobile 2801 Brookridge Ct S. Waukesha, Wisconsin 53188 ac96u1@r.postjobfree.com

Dear Hiring Manager:

If you are seeking an analyst with a proven ability to coordinate, lead, and deliver organizational, customer, and vendor relationships; I can greatly contribute to your technology team. With that said, I would like to submit my curriculum vitae/resume and application for your consideration:

I have 20 years of software development and relationship management experience that includes; 9 years as a Senior Business Analyst (Financial Services, brokerage and banking) and 11 years in Quality Assurance (wealth management applications; regulatory and compliance). My skills “tool chest” includes; extensive experience executing and delivering the full software development life-cycle (SDLC), proven relationship management skills, strong situational awareness, leadership and facilitation skills, a strong professional work ethic and integrity. Additional key strengths include the following:

Proven work history with world class financial services organizations

Software development experience that includes; Financial/Banking, Science and Technology and Custom Service applications

Demonstrated ability to manage and work well with a wide variety of people, personalities, organizational levels and geographic locations

Strong oral and written communication skills along with effective analytical, problem solving, and interpersonal skills

High attention to detail and the ability to learn and adapt quickly to shifting priorities

Proven success in meeting and/or exceeding customer expectations as an individual contributor, team member and manager/leader

Strong knowledge of the Software Development Life-cycle (SDLC); including analysis and design, application development, QA testing, training and support

Extensive experience creating and supporting ALL business development artifacts; Scope, Business Requirements Doc, Functional Design Specification, Trace Matrix, Test Plan, Master TC outline, Test Cases, Release Summary Report, etc.

Professional work history includes; Software Development Manager, QA Manager, Senior Business Analyst, Business Analyst and QA Lead, all supported by exceptional performance evaluations (From Leadership and Direct Reports).

Testing skills include functional, system and regression testing. TCO Experience includes; architecture, design, analysis, development and execution of test plans, test cases/scripts, use case scenarios, defect management and release summary reporting.

Positive mental attitude, loyal and committed to that core intangible resource; organizational reputation

Thank you for your time and consideration.

Regards,

Charles Holmes

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