Project Life Insurance

MARIANNE LAZZIO

SUMMARY

An accomplished Business Analyst and Project Management Professional with 18 years of

expertise in driving organizational change. Practiced in identifying and clarifying business

requirements, performing gap analysis, documenting, and developing system

improvements to increase productivity and reduce costs. Experienced in successfully

launching, directing and managing multiple large and small scale projects by

demonstrating management skills such as planning, scheduling, organizing, tracking the

process, ensuring the feasibility of the project and its objectives. A team-builder who

embodies a vigorous “roll-up-your-sleeves-and-pitch-in” work ethic and creates a

paradigm of a job well-done while exceeding ambitious departmental goals.

CORE EXPERTISE

Account Reconciliations Project Management

Budget Development and Oversight Project Planning and Scheduling

Business Analysis Quality Assurance

Business Process Improvements Relational Database Management

Cash Flow Management and Forecasting Requirements Gathering

Change Control Management Software Development Life Cycle (SDLC)

Expense Controls and Reduction Staff Training and Management

Financial Analysis Stakeholder Relations

Functional Specification Strategic Business Planning

Issue Resolution Strong Research and Analytic Skills

CAREER HIGHLIGHTS

Philadelphia Financial Administrative Services/Hartford Life (1995 to 2014) Florham Park, NJ

Project Manager/Business Analyst, Business Development January 2009 to October 2014

• Created project charters, define project scopes, schedules, business requirements

documents and deliverables. Participated in all phases of SDLC.

• Identified, managed and resolved project issues and risks.

• Developed business processes with business units to determine requirements, perform gap

analysis, document As-Is and To-Be process and documented the Business Requirements.

• Prepared, analyzed, monitored, and reported on multiple departmental financials, including

creation and presentation of annual budget models, forecasts, various variance reports, and

all financial analysis.

• Executed best practices of project management and SDLC disciplines to insure structured

and effective implementations using waterfall and agile methodologies.

• Designed User Acceptance Tests, executed testing plans and communicated results for every

project.

• Oversaw validation of feeds, data structures, and reports using SQL queries.

• Experienced writing functional specifications for reports, applications, interfaces, and security.

• Conducts Joint Application Design sessions to identify, assess and develop business

requirements from various stakeholders. Translates business requirements into functional

specifications.

• Created process improvements for; Daily Bank Reconciliation, Suspense Reconciliation

System, Cash Receipts, Separate Account Transfers, Fees, Agent Balances, and

Disbursements using SQL queries.

• Established Technology budgeting processes, managed $5 million in annual spending.

Implemented meticulous tracking procedures that produced balanced budget and identified in

cost savings.

• Designed and launched a corporate purchase order and invoice work process flow.

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MARIANNE LAZZIO

• Train operational and accounting teams on integrated purchase order system.

• Improved revenue recognition and reporting by facilitating deployment of financial system and

training end users on system functions.

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MARIANNE LAZZIO

Director, Systems & Control September 2003 to December 2008

• Established and managed cross functional team of 15 individuals to build an administration and

financial system.

• Developed the business requirements for new and enhanced functionality.

• Built a model office plan for data conversion. Successfully completed conversion on time and within

budget.

• Implemented project management practices to track and monitor project progress.

• Ensured all project deliverables were implemented on time, on budget, and within scope to meet the

expectations of the clients.

• Managed all aspects of audit engagements including analysis and testing of accounting systems, staff

management, internal coordination, and external reporting.

• Oversaw monthly accounting close, including analyzing, reconciling, and reporting on accruals,

general ledger, and variances, as well as the monitoring of work in progress– analyzing costs and

processes against plan from inception to completion.

Director, Corporate Private Placement Policy Administration December 2001 to September 2003

• Oversaw and serviced a block of Corporate Owned Life Insurance with invested assets over $18

billion.

• Analyzed and collected business and functional requirements for automation of client reports.

• Performed Business User Acceptance Testing on Business Objects reports and Administration

System.

• Spearheaded project to develop business requirements for a cash suspense reconciliation system.

Assistant Director, Policy Administration December 1999 to December 2001

• Oversaw and serviced a block of Corporate Owned Life Insurance with invested assets over $7

billion.

• Develop System Flowcharts, Business Requirements and Functional requirements documents.

• Special Project: Performed Y2K testing on Proprietary Administration System.

Account Executive, Policy Administration December 1998 to December 1999

• Oversaw and serviced a block of Corporate Owned Life Insurance with invested assets over $1 billion.

• Managed client account servicing and account reconciliation for complex, multi-functional financial

activity, benefit processing; provided monthly and annual client reporting to policy-owners.

• Special Project: Automated the client monthly reporting utilizing macros in Excel.

Client Analyst, Policy Administration March 1997 to December 1998

• Managed and serviced a block of Corporate Owned Life Insurance with invested assets of $10 million.

• Produced monthly and quarterly owner financial accounting statements.

Client Associate, Policy Administration November 1995 to March 1997

• Prepared daily fund pricing of 30 Audited Separate Accounts using Excel.

• Administered activity to execute ownership, beneficiary, address changes, death benefits, withdrawal

benefits and compensation payment.

EDUCATION

Phoenix, AZ

University of Phoenix

2013

Master of Business Administration

College of Saint Rose Albany, NY

Bachelor of Science in Business Administration 1994

CERTIFICATIONS

Master Certificate in Project Management, Villanova University

Financial Industry Regulatory Authority (FINRA): Series 6

North American Securities Administrators Association (NASAA): Series 63

AMA’s Basic Project Management Seminar

Life Office Management Association: 8 Courses

Sitting for PMP Certification in December 2014, PMI Member

MARIANNE LAZZIO

COMPUTER SKILLS

• Microsoft: Excel, Word, Access, Outlook, Project, Visio, Sharepoint and Publisher

• SAP: Business Objects and Crystal Reports

• Oracle: PL/SQL Developer and Query Reporter

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• Adobe Acrobat

• Atlassian JIRA, Confluence

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