Manager Testing

SUMMARY

I have eleven years of Test Lead experience in both Waterfall and Agile

environments. My focus has been within the finance area, stepping into

various roles as a QA Analyst, UAT Analyst, QA Lead, UAT Lead, SIT Lead,

and Business Analyst for applications used within the departments. I also

have 13 years of financial experience including trade processing manager,

trade automation, process documentation, and training.

PROFESSIONAL EXPERIENCE

JP Morgan Chase, Chicago, IL.

05/13 to Present Card Services - Test Lead/Assistant Vice President

. Created UAT Agile process for over 200 Business Objects (BO) reports

in different functional areas. Agile process incorporates test

scenarios, data requests, core test bed, SLA between handoffs, and

standardized rules for report validation including consistent 'look

and feel'.

. Facilitate daily BI lab sessions between Development, Product and UAT

for status, discussion of requirement clarifications, issues,

defects, and escalation issues.

. Leverage ALM for test scripts, defects and reporting. Lead defect

meetings.

. Partner with Development and Product to review requirements, code,

report demo, and test cases prior to testing to reduce overall

defects and shorten testing timeframe.

. Developed approach to test security access within Infoview.

. Creation of test files and coordination of loads.

. Coordinated validation of security reporting using source files and

Teradata SQL.

07/09 to 5/13 Card Services - UAT Analyst/Assistant Vice President

. Successfully tested end-to-end commercial credit card enhancements

for eight releases by obtaining source data through SQL queries in

Oracle SQL Developer or source files and by validating load of data

into the UI and UI functionality.

. Consistently identify the most defects in UAT averaging 21% for each

release by creating detailed scenarios.

. Partner with IT and Product to identify gaps or unclear requirements

and pinpoint solutions to complex defects.

. Coordinated UAT for the successful initial release of Cardholder

Online. Executed a quality training program, provided feedback on

test case review sessions, created a test execution plan, coached

nine resources, and oversaw defect creation and resolution.

. Coordinated UAT for the Processor Differences Report, trained three

Analysts, managed test execution and defect resolution of 73 defects,

and triaged complex defects with the BA, Finance, and IT to

resolution.

. Coordinated and executed Payment4 regression in Release 2 and

enhancement testing by providing a testing approach, coaching

Analysts through difficult issues, and identifying and resolving 45%

of UAT defects.

. Researched batch job functionality, created testing scenarios, a

timeline, and trained testers for the Migration Deactivation,

Activation, and Reactivation project.

Fujitsu Consulting (Greenbrier & Russel), Schaumburg,

Illinois. 9/03 to 3/09

07/08 to 03/09 Client: Wells Fargo (Wachovia Securities), Chicago, IL -

Test Coordinator

. Simultaneously coordinated system integrated testing of two projects

involving validation of historical merger data and profitability

metrics used in batch reports by senior management.

. Created test strategies, estimates, schedules and detailed test cases

for 4000 scenarios covering business rules for over 500 metrics at

six summary levels, merger related brokerage data within database

tables and reports, and report performance testing.

. Managed and mentored ten test engineers while maintaining on time and

on budget delivery.

. Conducted system integrated and user acceptance testing, defect

tracking and reporting using Mercury Quality Center.

. Provided management and stakeholders with testing status regarding

the initiatives.

09/07 to 06/08 Client: Wachovia Securities, Chicago, IL - Senior Business

Analyst and QA Analyst

. Defined brokerage business rules for A.G. Edwards used in the

conversion of data needed for management reporting to make merger

decisions relating to branch consolidation and employee retention at

A.G. Edwards.

. Analyzed commission and asset definitions for both merger partners,

performed a gap analysis, and created definitions for data

conversion. Presented recommendations and successfully obtained

consensus by senior business stakeholders across both companies.

. Developed test queries using SQL in Embarcadero. Quality tested

converted A.G. Edwards' fact and dimension data in Wachovia database

tables.

. Logged defects in Mercury Quality Center and tracked them until

resolved.

12/06 to 06/07 Client: Wachovia Securities, Chicago, IL - Test

Coordinator and Software Test Engineer

. Coordinated and executed system integrated and white box testing for

a web application used for broker book reassignments with multiple on

and off shore testing resources for on time and on budget delivery.

. Created system integrated and user acceptance test plans, scenarios,

detailed test cases, estimates, and schedules.

. Streamlined testing from several months to three weeks by

collaborating with tech lead to analyze existing systems logic,

creating a process outline including the new logic, developing SQL to

manually test the enhanced process, and mining minimal test data to

cover hundreds of scenarios.

. Wrote an IT manual that incorporated business process, system

response, business rule, and code. Modeled system process through

flow diagramming and use case scenarios.

. Provided testing cost estimates for a Human Capital Initiative that

required major enhancements to the application.

6/05 to 11/06 Client: Wachovia Securities, Chicago, IL - Senior Business

Analyst and Test Coordinator

6/07 to 09/07

. For three budgeting seasons, participated in all phases of the SDLC

for a web application used to forecast revenue, expenses, and

profitability.

. Planned and conducted requirements definition sessions. Reviewed

business rules for 600 metrics. Captured business requirements, use

case scenarios, and function design documents for budget

functionality and business intelligence reporting.

. Created unit and system integrated test plans, scenarios, scripts,

estimates, and schedule for metric, data load, report, and functional

testing.

. Developed a structured approach to regression test 600 metrics.

. Built test labs and performed defect tracking through Mercury Quality

Center.

. Managed multiple project phases concurrently by coordinating the

testing effort for Phase 1 while writing business requirements for

Phase 2.

. Provided testing status to management and stakeholders.

. Managed and completed unit, system integrated and regression testing

with four testing resources five weeks ahead of the corporate

schedule to provide ample time for User Acceptance Testing.

Coordinated User Acceptance Testing involving metric, report, and

functional testing.

. Worked with developers to resolve issues related to testing

discrepancies.

. Developed a flash card training tool to provide budgeting goals and a

streamlined budgeting process to help end users.

9/03 to 03/05 Client: Wachovia Securities, Chicago, IL - Senior Business

Analyst and Test Coordinator for a BI Solution

. Produced business requirements for a web based dynamic query

application with client balance, profile, performance, and product

information for brokers to effectively target sales and marketing

initiatives.

. Created a gap analysis of system functionality and 440 existing

reports between 2 merging companies.

. Coordinated a JAD session. Collaborated with Tech Lead to build a

prototype.

. Led the standardization of report layouts for Wachovia Securities.

. Developed the functional design for 80 reports and a custom query

tool.

. Completed a high level test plan and extensive system integrated test

scripts which included GUI, functional, data, report layout, and

security. Formulated realistic UAT scenarios and automated

load/stress test scripts.

. Managed testing of eight testing resources and executed test scripts.

. Collaborated in architectural design meetings to obtain interface

filtering and context maintenance logic.

. Performed QA testing on Prudential Securities historical account and

commission data.

The Northern Trust, Chicago, Illinois. 4/87 to 8/00

2/98 to 8/00 Worldwide Trust Operations/Technology Implementation -

Senior Business Analyst/Second Vice President

. Represented the bank at industry conferences serving as Custodian

Forum Co-Chairman, STP Profile Committee Leader, and U.S. Market

Practice Committee Member.

. Created Northern's long-term project plan for trade automation.

. Completed scope and business requirements for a new trade communication

system.

. Consulted and assisted with middleware choice for the bank.

2/97 to 2/98 Worldwide Trust Operations - Business Analyst and Fax

Administration Manager

. Increased automated trade communication from

investment managers to Northern by 35%.

. Identified, developed, and successfully

implemented automated solutions for worldwide

manual trade processing inefficiencies.

Received a Signature Service Spirit Team Award from the Global Trade Team

for continuously improving productivity and reducing errors.

. Presented with a Signature Service Spirit Team

Award for successful development, testing,

training, and installation of fax imaging system

for interrelated trade departments, which reduced

costs, cycle time, and inquiry response time.

. Participated in U. S. Market Practice Trade

Committee to address industry challenges.

3/95 to 2/97 Worldwide Trust Operations - Depository Trust Company

Manager

. Managed a billion dollar daily trade processing

area with 30 people and four separate

processes. Handled a 24% increase in trade

volume, a shortened trade cycle, and decreased

errors by 54%.

. Participated in the design and successful

installation of two trade systems to automate

trade deliveries and receipts as well as

facilitate trade input thereby reducing manual

processing, creating accurate settlements, and

improving research capabilities.

11/93 to 3/95 Worldwide Trust Operations - Security Operations Trade

Processing and Settlements Manager

. Awarded a Signature Service Medallion for

creating a training program to improve new

employee productivity, customer satisfaction, and

reduce errors and costs.

. Received the 1995 Chairman's Absolute Quality

Award for saving $225,000 by eliminating unneeded

printed reports.

. Fostered efficiency, reduced cycle time, and

decreased errors via process changes.

11/92 to 11/93 Worldwide Trust Operations - Security Operations Trade

Processing Manager/Trust Officer

. Created a new team to streamline trade processing

and reduce errors.

. Handled a 40% increase in transactions by

designing a structured method for high volume

anticipation and resolving system issues.

12/91 to 11/92 Worldwide Trust Operations - Investment Manager Liaison

Team Leader

Ensured productivity of staff and achievement of work. Provided technical

support by in depth knowledge of trust/security operations.

5/88 to 12/91 Worldwide Trust Operations - Investment Manager Liaison

Established excellent rapport between the investment managers and

Northern for trade processing and trade related inquiries.

4/87 to 5/88 Worldwide Trust Operations - Futures Liaison

. Accountable for operational production of futures

activity with master trust accounts.

. Managed successful coordination, testing, and

implementation of new automated futures

processing system.

EDUCATION Valparaiso University. Bachelor of Administrative Science in

Finance.

Leadership in Project Management and Project Management in Information

Systems

TECHNICAL MS Word, Excel, Visio, PowerPoint, Share Point, HP Quality

Center.

SKILLS IBM DB2, Oracle, Teradata, SQL, Embarcadero, TOAD, Oracle SQL

Developer, Teradata SQL Assistant, MS Access, HP Processor System, TSYS

Processor System, Infoview.

Contact this candidate