Project Manager, Sr. Business Analyst, Manager, Certified Scrum Master

*

DAVID A. STROHL

**** *** ****** **********, ************ 18032 610-***-**** Cell: 610-***-**** ***********@*****.***

Sr. Business Analyst, Sr. Project Manager, Manager and Certified ScrumMaster Professional PROFESSIONAL EXPERIENCE

Certified by the ScrumAlliance organization as a Certified ScrumMaster. The Judge Group • Contractor/Consultant (November 2017 to June 7, 2019) Contractor

Perform business analysis, requirements gathering, requirements documentation, requirements walkthrough, testing (as required) for TPA

(third party administrator) Concentrix located in Greenville SC. Projects included: Develop requirements for Tax Sheltered Annuity

(TSA) loans; develop product specific annuity requirements and walkthrough with internal teams and client (Market Value Adjustment, GMWB/GMDB rider fees, Benefit Base and Roll Up); develop requirements for Tax Sheltered Annuity loans; In-force illustration work with a third-party vendor; Group Whole Life integration requirements for GIAS system; Epics and stories for GIAS 4.1 release. SE2 • Bridgewater, NJ (January 2016 to November 2017) Technical Project Manager

Perform project management duties for capital projects within the SE2 organization. My current projects include: Replace existing image and workflow system with state of the art Enterprise Content Management system with straight through processing of OCR’d documents ($7.2 million dollar project); Operational Efficiency enhancements to existing app entry and call logger systems ($1 million dollar project); Implementation of CT1035 technology and other related cost saving enhancements ($200k project). All project worked performed utilizing Agile methodology.

iPipeline • Exton, PA (April 2013 to January 2016) Sr. Business Analyst, Professional Services

Perform Business Analysis duties as it relates to web-based insurance illustration and insurance application software for client projects within an Agile project environment. Duties include: Managing clients and their respective software projects. Interact with client to develop business and functional requirements (includes business flow, UI design, XML definition and mapping, printed output, calculation engine, testing and testing matrices). Work with cross functional internal and client teams to accomplish goals. Specific projects: new product introductions, in-force policy illustrations (communication with backend admin system via SAML to obtain in- force data), system enhancements, existing system maintenance and base system upgrades. Recent projects:

• Work with financial/insurance companies to integrate their products into our desktop and web based illustration and straight through processing software.

o Products include: Term, Whole Life, Variable Life, Variable Universal Life, Annuities (Fixed, Immediate), Asset Based LTC Whole Life.

• Innovate first of its kind straight through processing of insurance transactions (rider additions, rider terminations, face amount changes, etc.) of inforce policies from our inforce/reproposal software to the clients back end systems. Aon Affinity • Hatboro, PA (April 2011 to March 2013) IT contractor/consultant

IT consultant to Aon Affinity and their Trust (individual and group) web based projects. These projects include STP (straight through processing of applications) as well as enhancements to web-based self-service support functionality. Other projects include back-end administrative system enhancements (AS400) for new Group LTD product. Duties involved: project management, business analysis, business requirements writing, business and technical issue resolution, business flows, business system design, test plan writing and execution, training material updates and production implementation support. 2

GUARDIAN LIFE INSURANCE COMPANY • Bethlehem, PA (1987 to 2010)

($7.6 Billion Life/Health/Medical Insurance Provider & Retirement/Mutual Fund Provider) Manager, Business Technology Liaison - Retirement Solutions (2007 to 2010) Managed and mentored team of business analysts, project managers and data specialists to support daily annuity and 401k administrative systems, internal / external websites, actuarial, financial, sales and marketing systems required to run a $1B per year Retirement Solutions division. Managed and maintained a $1.5MM administrative budget, $1MM project budget, and a $700,000 enhancement budget.

• Supported client transactional systems in both client server and mainframe environments, managed KTLO (Keep The Lights On) issues, maintained system enhancements, and partnered with IT and senior management teams on various projects. Utilized Systems Development Life Cycle (SDLC) process in support of these efforts which included (but not limited to) cost benefit analysis, scope definition, business requirements, technology assessment, system design, technical requirements, system testing, user acceptance testing and implementation.

• Monitored work metrics, variances and budgets associated with those metrics.

• Reviewed, evaluated and utilized industry technologies which supported straight through processing, workflow and other efforts.

• Streamlined quarterly statement process saving $160,000 annually.

• Collaborated with team to add a new product which increased sales $200,000 per annum.

• Saved $15,000 by automating check mailing, and by adding address change capability to website.

• Co-negotiated maintenance and hardware and technical support contracts with outside vendors.

• Decreased system bugs by implementing increased parallel cycles and a schedule for system releases. Senior Project Manager / Retirement Solutions (1999 to 2007) Challenged to lead the strategic planning, development, staffing, management, performance and delivery of more than 100+ projects in client/server environment for the 401k Retirement Solutions division which involved cutting edge technologies (.Net, XML, etc). Direct liaison among project teams, vendors, external consultants, senior management, legal, sales, marketing, operations, and IT on major projects. Utilized SDLC process in support of these efforts which included (but not limited to) cost benefit analysis, scope definition, business requirements, technology assessment, system design, technical requirements, system testing, user acceptance testing and implementation. Reviewed, evaluated and utilized current industry technologies which helped support project efforts.

• Completed projects and held a 95% efficiency budget rate.

• Managed $2MM worth of projects in two years.

• Orchestrated the strategic alliance and integration of a Qualified Default Investment Alternative (QDIA) system with an outside vendor PMFM. This system allowed easy passing of XML files to/from vendors on a daily basis, interrogating files for accurate data, and transaction processing of that data .

• Developed client facing web portals for our participant, TPA, Plan Sponsor and Producer audiences. Developed functionality within these web portals which allowed us to cut internal processing costs and increase client functionality. Technical Manager / Individual Life Insurance (1997 to 1999) Special Assignment Technical Advisor managing the successful implementation of Guardian's first variable universal life insurance product into illustration system, administrative system and interfaces. Teamed up with sales/marketing to identify input, output, and processing required for the system. Worked with outside vendor on programming and testing system. Exceeded time schedules and met budget.

Business Systems Analyst / Individual Life Insurance (1986 to 1997) Responsible for implementing new insurance products into Guardian’s administrative system. Included working with actuarial, marketing, compliance and administrative business units to write system requirements. Development of test plans and testing. Regression testing. Supporting administrative area after production implementation. Documentation. Products included Term Life, all variations of Whole Life products, Second-to-Die products and VUL. VUL was a dual role (illustrations first and then moved to the admin area (see Technical Manager position above) to address the administrative system implementation of VUL. Within all the products, addressed administrative requirements for all types of functionality (billing, loans, withdrawals, dividends, riders, policyholder output, MEC, taxation, etc.). Supervisor of Policy Transactions / Individual Life Insurance (1985 to 1986) Supervised a group of analysts who were responsible for processing policy transactions (adding riders, terminating riders, transaction adjustments, partial surrenders, merges, splits, etc.). Supervisor of Premium Collections / Individual Life Insurance (1984 to 1985) 3

Supervised a group of analysts who were responsible for processing new business and renewal premium payments. New Business Clerk / Individual Life Insurance (1983 to 1984) Responsible for processing the initial premium payments on new business cases. BUSINESS OWNERSHIP EXPERIENCE

GREEN DOG COOKIE COMPANY, LLC• Bethlehem, PA (2001 to 2007) Owner

Created corporate infrastructure and directed all aspects of the daily operations, i.e., management, scheduling work flow, cash flow analysis, budgeting, P&L, billing, inventory control, ordering supplies, sales, customer service, payroll and staff development. Developed all administrative, accounting, financial and reporting systems. Established all policies, procedures and performance objectives. PROFESSIONAL & BUSINESS MEMBERSHIPS

National Association of Variable Annuities (NAVA), Lehigh Valley Cancer Society - Past Team Captain and Participant, Catholic Social Agency Advisory Board, Certified ScrumMaster from ScrumAlliance organization. EDUCATTION

De Sales University, Center Valley, PA, Bachelor of Science in Accounting, (1983), Completed accelerated program in 3.5 years

PROFESSIONAL DEVELOPMENT

Management, Supervisory, Project Management, and Business Analysis Training, Six Sigma Yellow Belt, Certified Scrum Master

COMPUTER SKILLS

Microsoft Word, Excel, PowerPoint, Access, Project Management / Primavera, IBM Rational, Business Objects, Visio, SharePoint, SDLC, Agile, Waterfall

Contact this candidate