Project Manager Quality Assurance

PHILIP R. STEIN

*** ********* ****** 201-***-****

Teaneck, NJ 07666 **********@*****.***

SUMMARY

Business Analyst/Project Manager with experience in the Information Industry, with expertise in bridging the

business and technical environments. Wide range of experience with Financial Services (Banking, Brokerage, Tax)

and Pharmaceutical (PBM, Clinical Trial, Call Center) databases, software and applications.

Areas of expertise: Requirements Definition, Project Planning and Management (MSProject), SDLC, SharePoint,

Analysis and Design of Databases and On-line Applications, Data and Process Models Development (ERwin,

BPwin, Visio), Strategic Planning, QA Testing, Data Sources Identification, Vendor and Contract Management,

Development Activities Coordination and Prioritization, Editorial Content/Data Services Management,

Customer/Sales Support.

EXPERIENCE

PCS Revenue Control Systems, Englewood Cliffs, NJ 12/11 – 12/13

Project Manager

Project Manager supporting development and QA activities for web based software products managing school meal

programs.

• Responsibilities include the creation and maintenance of project plans, working with diverse multinational

and multicultural development groups across several time zones (US, Israel and Russia) and the

stewarding of regularly scheduled status meetings,

• Responsibilities also include the maintenance of information in a database of Bugs and Tasks

(Enhancements).

• Responsible for stewarding the process by which software release scope is defined by the marketing,

development, support and QA teams.

• Drafted schematics to model the business and the hardware and software artifacts describing the

business.

CCH, Inc (A Wolters Kluwer Business), Monsey, NY 6/04 – 9/11

Senior Business Analyst/Project Manager

Business Analysis and Project Management for Sales and Use Tax database access, maintenance and marketing

projects

• Provided project management and analytical support for a corporate initiative to develop a database of VAT

taxes.

• Provided Project Management support for client software installation and internal software development

projects.

• Provided project management and analytical support for a corporate initiative to develop a program to

partner with ERP systems to provide marketing and software integration services and support for corporate

initiatives.

• Developed requirements, provided product management and planning, coordinated issue resolution and

provided internal project communications for web based Lookup application to enable client access to

Sales and Use Tax database.

• Developed project initiation, project definition and requirements documentation for database maintenance

tool. Also, coordinated and managed issue tracking for QA testing of application and underlying database.

• Researched and documented various internal processes developing Visio diagrams in support of various

ongoing business analysis projects and initiatives.

3/03-6/04

ALLIANCE CONSULTING (AVENTIS PHARMACEUTICALS), Bridgewater, NJ

Business Analyst (Consultant)

Analysis and documentation related to major corporate initiatives in Commercialization and Clinical Divisions.

• Developed operational procedures, processes and production support documentation for the Investigator

database project. Work closely with Application and Infrastructure support to maintain consistency with

validation/regulation requirements.

• Active participation in UAT testing activities including test script creation, establishment of testing criteria

and acceptance monitoring for the Investigator database project

• Provided on-going gap analysis activities based on operational needs and requirements definition.

• Developed and documented Use Cases in support of Key Performance Indicators project.

• Developed requirements specification for Planning Cycle Consolidation project including application and

data requirements as well as process flow diagrams.

Resume of Philip R. Stein Page 2

COMPUTER ASSOCIATES, Princeton, NJ 11/02-2/03

Quality Assurance Analyst (Consultant)

Quality Assurance Testing for All Fusion Data Modeling (ERwin) / Process Modeling (BPwin) Product Suite.

• Design, definition and testing of Quality Assurance tests for new releases of data modeling software.

PALISADES TECHNOLOGY PARTNERS, Englewood Cliffs, NJ 6/02-9/02

Business Analyst (Consultant)

Business Analysis for the enhancement and development of pharmaceutical systems.

• Documented functional requirements and use cases for a pharmaceutical information Call Center system.

• Documented business and functional requirements including data mappings for a Clinical Trial Document

Review and Approval system.

KPR (A division of Omnicom), New York, NY 3/01-3/02

Senior Business Analyst/ Project Manager (Contract-based)

Business Analysis and Project Management for the development of databases and web applications supporting the

launch of new pharmaceutical products.

1 Developed, maintained and managed project plans, using MS Project 2000, for database

development project. Use of best practices in determining project plan and deliverables.

2 Developed business data and functional requirements for market research, fulfillment and

redemption databases (consumer) as well as key opinion leader database (professional).

3 Developed conceptual data models and created transformation model, using ERwin, to enable

physical implementation for major pharmaceutical client.

4 General project management responsibilities included running staff meetings, budgeting and

status reporting. Managed a project team of 7 business and technical staff including 2 direct reports.

SYSCORE SOLUTIONS INTERNATIONAL, INC., New York, NY 2/00-1/01

Business and Process Analyst (Consultant)

Business and Process Analysis, Data Modeling and Requirements Definition

• Performed analysis and developed business requirements for a Clinical Trial Project Management system.

Built on existing enterprise data model, using ERwin, including documentation and resolution of business

issues. Developed VISIO process flows. Developed and presented management and training

presentations explaining data modeling concepts and their application to business.

• Performed analysis of Post-Trade Reporting activities including data flows, event models, and message

mappings at a major brokerage firm.

• Using best practices restructured Project Plans, Methodology Statements and Presentations relating to

Information Architecture and Data Warehousing practices.

•

CITIGROUP, New York, NY 7/99-1/00

e-Citi, Global Electronic Customer Delivery

Requirements Manager

Management of a team of Requirements Managers developing requirements for ‘Activation’ of electronic web-based

commercial banking services.

• Provided definition and scope to CitiDirect Client Activation project.

• Defined process definition for overall Activation/Customer Acquisition Model. Rebuilt team of independent

consultants, creating a functioning group of team workers promoting positive interactions with both the

business and development communities.

• Defined and implemented template for the definition and documentation of business requirements.

• Active participant in exercises promoting the improvement of departmental business processes.

•

PLATINUM TECHNOLOGY, INC., New York, NY 11/97-7/99

Business and Process Analyst

Use of Information Technology in the Information Planning and Systems Development Departments in support of

Systems Development efforts. Broad base of industry and tool experience.

• Developed project plans for several systems being relocated during a physical data center move.

• Responsible for Process Flow and Information Architecture definition and design using VISIO.

•

MERCK-MEDCO MANAGED CARE, Woodcliff Lake, NJ 7/96-11/97

Senior Information Engineer

• Responsible for analysis and certification of Information Warehouse databases using Teradata SQL.

• Creation of logical data models using ERwin, and process models using BPwin and Visio based on

analysis of business requirements and processes.

Resume of Philip R. Stein Page 3

PLATINUM TECHNOLOGY, INC (formerly Axis Systems International), New York, NY 7/93-7/96

Senior Consultant

Use of Information Technology in the Information Planning and Systems Development Departments in support of

Systems Development efforts. Broad base of industry and tool experience.

1 Responsible for requirements definition, business analysis and data modeling for new Customer Service

system for Merck-Medco Managed Care. Facilitated and participated in Joint Requirement Definition

sessions, documentation of requirements, analysis of data, and construction of Data and Process Models

using the ERwin and BPwin tools.

2 Responsible for the research, analysis, and development of requirements for portfolio management and

order entry services for the NASDAQ Stock Exchange. Developed project Concept Statements as well as

Logical Data and Process Models using the TI-IEF tool and James Martin IE Methodology.

3 Responsible for the research, analysis and development of business and functional requirements as well

as the GUI interface for the real-time NASDAQ News and Automated Directory Services.

CITICORP, New York, NY 1/79-7/93

Internal Consultant, Quotron Systems, Inc., Professional Services Department (1991-1993)

Managed customer support staff consisting of programmers, technical writers and systems administrators for

Quotron’s Trading Support System and Digital Data Feed services.

1 Coordinated support activities of Quotron/IBM Service Center, Sales/Marketing and Development groups

developing and implementing customer support procedures.

2 Developed and implemented project installation plan for digital data feed and trading system products,

coordinating Field Service Support activities with those of other operations organizations.

3 Coordinated service and support organizations to compile account support plan.

Product Manager, Quotron Systems, Inc., Market Data Services (1988-1991)

Created, planned, directed, and implemented programs to support revenues for Decision Support databases.

4 Conceived, developed and implemented strategic product plans including marketing, sales, and software

development programs for third party databases.

5 Developed and presented product training classes for Decision Support database products to corporate

sales and clients.

6 Coordinated development activities maximizing use of resources based on marketing priorities.

7 Developed functional specifications for redesign of infrastructure of applications software including and on-

line symbol guide and a main menu interface.

8 Executed complete contract review for 25 database and news service vendors.

Project Manager, StreetSense (1985-1988)

Researched the technical and marketing requirements of the financial community for a PC-based real time market

information, order entry, and order and account tracking service.

9 Developed requirement specifications for the order entry and account tracking feature.

10 Managed development, design, and execution of collateral material and documentation, including User

Guides, Brochures, Newsletters and Press Kits.

11 Negotiated vendor contracts and assisted in their preparation.

Product Manager, Citishare (1979-1985)

12 Product Manager for on-line financial databases and access software, performing tasks including customer

support, application specification, vendor management, training, and process design, development and

implementation.

13 Negotiated vendor contracts for software services and databases.

14 Provided marketing, administrative, and technical support for $2M in annual timesharing revenue.

EDUCATION

Associate Certificate in Project Management, ESI/George Washington University

MBA, Rutgers Graduate School of Business Administration

BA, Political Science, with Distinction, Rutgers College

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