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Business / Quality Assurance Analyst

Riverview, Florida, United States
October 24, 2016

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***** ******* *** ****** *********, FL 33569



Solution-driven business analyst with more than 20+ years in business and quality assurance analysis in treasury services, liquidity technology, and mutual funds within the banking / financial industries with demonstrated success working within fast paced environments and challenging deadlines.

Core Competencies

Analytical and Problem Resolution

Cross-Functional Team Player

Time Management

Quality Assurance Methodologies

Written & Verbal Communication

Relationship Management

Presentations / Recommendations


FCCI Insurance Group Sarasota, FL 2/16/2016 to Present

Quality Assurance / Business Analyst (Consultant)

oAssigned to QA Testing for a new Web Based Workbench application that will centralize and automate key processes within the organization.

oQuickly learned the processes and created test plans and manual test grids/scripts while working closely with the business analysts and developers.

oSuccessfully tested 3 new intricate processes, identifying defects and re-testing these defects.

oWorked with the team to do global regression testing giving me the opportunity to learn and understand the processing flow for all affected processes as well as support User Acceptance Testing.

oCreating Business Requirements for new development and writing User Manual for new processes.

Franklin Templeton Funds, Inc. St. Petersburg, FL 4/2015 – 9/30/2015

Business Analyst (Consultant) – Franklin Templeton Services, LLC

oUsing Agile methodology I was working on:

oData Integration to create a centralized Enterprise Service Bus (ESB) which will be the primary consuming system for subscribing systems. This will ensure all subscribing systems receive the same data.

oGathering, analyzing, and defining metadata that was needed in the ESB. This includes researching the current publishing systems, identifying the critical attributes/metadata, defining the current use of these fields, and recommending the definitions and categories for this data in the ESB.

JPMorgan Chase & Co. Tampa, FL 2006 – 2014

QA Analyst - Corporate Investment Bank Deposits Technology 4/2013 - 9/2014

oCreated test plans and detailed test scripts, both positive and negative, for all assigned projects in every Enterprise Release cycle (average of 10 projects per cycle, six cycles per year), even when as lead.BA.

oLoaded and/or created test scripts into ALM and map them back to requirements to ensure complete coverage of both Business and Functional requirements.

oGathered test data for testing using simple to more complex SQL queries to identify, retrieve, or create the data needed to complete and validate the test scripts.

oWhen assigned as one of two leads on alternating cycles, additional responsibilities included:

oCreating combined Test Strategy and Test Plan documents to include all region, database, MQ links, and SwiftBUS participation while leading a five-member QA testing team.

oGenerating metrics and daily progress reports for management and ensure defect resolution.

Business Analyst - Corporate Investment Bank Deposits Technology 4/2012 - 4/2013

oReviewed project documents introduced into the Enterprise Release and attended the meetings to determine if the area was cross impacted; if identified,

oElicited requirements from the business and defined Business Process flows.

oCreated Functional Requirement documents, which were reviewed with and approved by the business areas and any cross- impacted applications.

oReviewed technical design documents ensuring all business requirements were covered for each project.

Business Analyst - Treasury Services Liquidity Technology 3/2007 - 4/2012

oDirected numerous projects within every Enterprise Release as well as BA lead on several releases. Worked closely with the business, created Business Requirements and Functional Requirements and loaded them into ALM, mapping scripts to requirements ensuring complete coverage of requirements.

oCreated Functional Design documents that defined recommended table changes, field additions and process flow updates based on database analysis using SQL to cover the functional requirements. Provided input leading to the Technical Design documentation and coding.

oCreated Test Scripts in ALM for all requirements, locating existing or creating relevant data that was needed for testing using SQL queries.

oExecuted test scripts created in ALM for all requirements, comparing expected to actual results.

oIdentified coding defects during test script execution following through with re-testing of defects until defect was resolved. Worked closely with all cross-impacted applications validating successful upstream and downstream execution.

QA Analyst (Consultant) - Treasury Services Liquidity & CORE Technology 2/2006 - 3/2007

oTested system functionality for all Business as Usual (BAU) production fixes assigned using SQL to locate or create relevant data for testing as well as validate testing.

oExecuted several production programming fixes at one time including the update of JCL, Parameter cards, and dataset names to ensure the successful execution of jobs.

oResolved assigned defect testing within designated timeframe and worked with UAT to set up and aid in their testing for approval.

Business Analyst (Consultant) - Treasury Services Revenue Management 2002 - 2004

oLed a Worldwide Treasury Services product price restructuring project.

oCoordinated and conducted meetings with technology, revenue management, and the business partners to create Business and functional specifications based on user needs for the conversion to a new web-based Price Management Application in conjunction with a new Global Pricing Billing System.

oCreated test scripts to test the new application using SQL to locate and create the necessary data needed to cover all testing scenarios including compares of existing to converted data in the new application.

Franklin Templeton Funds, Inc. St. Petersburg, FL 1990 - 2002

Business Analyst - Franklin Templeton Technology

oSimultaneously created Functional and System Development Specifications for multiple projects and followed through Software Development Life Cycle including testing.

oDeveloped expertise in various software applications including numerous in-house software applications.

oProvided pro-active phone support of day-to-day operations including monitoring of incoming and outgoing bank files, and NSCC files. Ensured compliance with Service Level

Operations Business Analyst - Shareholder System Management

oLead Analyst on a two-year, 3 to 1 mainframe system conversion project resulting in the conversion of over 7 million shareholder accounts. Demonstrated intricate attention to detail and a strong ability to critically analyze information while responsible for initiating 50+ Business Requirements and enhancements to improve the new system in my specific functional area.

oDocumented all new processes and procedures, testing all requirements, identified and trained key employees in each department.

Supervisor - Templeton Fund Pricing

oOversaw daily prices gathering for all Templeton Securities World-wide, properly applied pricing procedures, and supplied results to internal and external users.

oProduced priced fund portfolios. Performed various tolerance tests on all security prices obtained for the day and researched variances. Finalized prices for the day and calculated all Net Asset Values.


Bachelor of Science, Economics City University of New York - College of Staten Island - 1984

Software Languages and Tools

Experience with Mainframe, Web Based, Oracle, Java, and some Client Server Applications.

Advanced command on Application Lifecycle Management (ALM), HP Quality Center, BPT Automation test execution, Visio, SWIFT, MS Office Products.

Experience with Agile Development including use cases, user stories, and JIRA.

Skilled in TSO / ISPF / CICS / JCL / File Aid / QMF / Endevor / Data Studio / Aqua Data Studio/ NDM / SFTP

Proficient with AS400, IBM mainframe, System Development Life Cycle (SDLC) and reading COBOL code.

SQL - 7 years of experience – e.g. - Delete, Insert, Select, multiple Joins, Inner/outer Joins, and more.

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