Project Management
Resume:
Nicole Minor
** ******** *****, ********, ** ****8
Cell: (860) 670 –4144/Email: *.*****@****.***
Summary
Senior Business Analyst/Project Lead with extensive and diversified experience in the financial industry. Areas of expertise include investment management and accounting systems, reporting and processes, in addition to business intelligence solutions and data warehousing. Effective at moving project from conception through implementation, utilizing well developed organizational, managerial, analytical and technical skills
Key Strengths
Analytical Skills, Project Life Cycle, Requirements Facilitation/Elicitation, Business Requirements, Non-Functional and Functional Requirements, Data Mapping, Quality Assurance Processes (Test Strategy, Planning, Creation/Execution), Defect Log/Resolution, User Acceptance Testing, Business Process Improvement
Technical Skills
SAP (Business Objects, Web Business Intelligence), SQL Server Management Studio, HP Quality Center, PPM, SharePoint, BlackRock Solutions (Aladdin), AutoSys, MAXIMIS, Oracle (Toad), Bloomberg, Complete Package, MaxReporter, Microsoft Office Suite (Excel, Access, Word, PowerPoint)
Professional Experience
The Hartford Investment Management Company (HIMCO), Hartford, CT 4/2008 – present
Senior IT Business Analyst, IT Planning & Delivery
Lead Business Analyst, Derivative Accounting Consolidated Reporting Project
§elicited, gathered and documented business, non-functional and functional requirements
§analyzed existing BI solutions to determine leveraging capabilities (Earnings, Consolidated Reporting, and Ledger Reconciliation Universes, Data Warehouse Manual Adjustment Uploader)
§collaborated with development team in design process to build optimal BI solutions
§presented data warehouse and BI enhancements at Data Governance Advisory Council meeting
§utilized SQL in data analysis, data mapping, and testing
§created QA test plans, tested BI solutions and documented results
§assisted business customers with UAT
§maintained defect log and worked with project team through resolution
Lead Business Analyst, Data Management/Reporting (SAP Web Intelligence) Project
§elicited, gathered and documented business, non-functional and functional requirements for new Funds Management Portfolio and Sector Analytics Dashboard
§collaborated with development team in design process to build optimal BI solutions
§utilized SQL in data analysis, data mapping, and testing
§created QA test plans, tested BI dashboard and underlying reports, and documented results for each production release
§trained and managed new Junior Business Analyst to help with testing and defect resolution
§maintained defect log and worked with project team through resolution
Lead Business Analyst, Tech Edits Project
§assisted in creating rules/checks for all files received from outside vendors (i.e. xml, csv, txt, etc) using AutoSys job scheduler
§supported development team in designing User Interface to maintain job settings
§created and executed QA test plans, and documented results for each production release
§maintained defect log and worked with project team through resolution
§worked with business through change management
IT Business Analyst, IT Planning Delivery
Lead Business Analyst, GAAP/STAT/Middle Office Investment Accounting Consolidated Reporting Project
§worked with development team in evaluating options and design process to build optimal BI solution for long-term maintainability and changes in business needs
§utilized SQL in data analysis, data mapping, and testing
§created and executed QA test plans, and documented results for each production release
§maintained defect log and worked with project team through resolution
§assisted business customers with UAT
§worked with business through change management and post-production implementation
Business Project Lead/Senior Investment Accountant, Infrastructure Support
Business Project lead, GAAP/STAT/Middle Office Investment Accounting Consolidated Reporting Project
§assisted with business, non-functional and functional requirements, working with SMEs to document asset consolidation and reporting processes
§collaborated with BA and business SMEs to evaluate processes and data inefficiencies
SME, FAS157 roll forward automation project
§corresponded with accounting system vendor to develop automated process
§created and executed test plans, and performed UAT
Researched production and/or development issues with the accounting system
§utilized SQL skills to research issues
§worked with system vendor and business SMEs to report and resolve any issues
§assisted business customers with UAT
Reviewed new or updated SEC and/or NAIC reporting requirements with Accounting Policy
§worked with Data Integrity Group, Information Technology and/or business customers to implement changes
Senior Investment Accountant, SEC & Management Reporting
Managed FAS 157 reporting functions and processes across multiple lines of business, for quarterly SEC reporting Forms 10Q and 10K
§maintained and reviewed assignment of levels for FAS157 reporting, partnering with sector heads, portfolio managers, analysts and traders to review market conditions and trends for asset classes to evaluate and/or change FAS 157 valuation methodologies
§worked with accounting policy and auditors to ensure compliance with industry and government standards, by compiling, comparing and analyzing market activity and internal trade data to judge reasonableness of fair valuations
Interpreted financial results for assigned market sectors to create qualitative and quantitative content for Investment Highlights binder provided to senior management for quarterly earnings call
Prepared quarterly investment valuation reports for management, Board of Directors, external investors and lines of business
Actively participated in collaborative projects to create or enhance financial reporting capabilities across multiple lines of business
§assisted in development and use of credit other-than-temporary-impairment roll forward to use for reporting purposes
§created alternative investments database to use for reporting purposes
Performed quarterly competitor review and quantitative analysis of investment valuations, policies and procedures which included listening to earnings calls, reviewing press releases, SEC filings and financial supplements
Supported quarterly invested asset impairment reporting process for assigned market sectors, creating and obtaining documentation to support impairment decisions
§qualitative and quantitative analysis using security-specific attributes and portfolio management directives
§attend meetings with sector heads, portfolio managers and/or analysts to assist in identifying credit and non-credit other-than-temporary impairment candidates
Connecticut Health & Educational Facilities Authority (CHEFA), Hartford, CT 7/2005 – 4/2008
Accountant, Arbitrage Rebate
Performed all Arbitrage Rebate calculations for the Authority
Complied with each bond issue’s applicable IRS regulations and deadlines; filed form 8038-T and paid IRS as necessary
Evaluated Debt Service Reserve Funds and Debt Service Funds
Calculated accrued and potential liabilities for all outstanding bond issues
Calculated value of investments and accrued investment earnings
Performed allocations of pooled funds, investment earnings, and arbitrage liabilities
Performed complex transferred proceeds calculations
Verified Fixed Bond Yields and calculated Variable Rate Bond Yields
Monitored investment yields to compare to bond yields
Advised Authority and Trustee when to set up Rebate Fund and amount of investment earnings to flow semi-annually to pay liability when due
Reviewed Tax Regulatory Agreements and Verification Reports; corresponded with Bond Counsel as needed
Created internal postage receivables and billing system
Awards
The Hartford (HIMCO) Achievement Award
April 2010, November 2010, July 2011, February 2012, June 2012, November 2012
HIMCO “On the Spot” Award
December 2009
Education
University of Connecticut, Storrs, CT
Bachelor of Science in Business Administration Major: Finance
August 2005/Cum Laude/Deans List
Major GPA: 3.72/4.0 Overall GPA: 3.44/4.0
References Available Upon Request
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