PATRICIA A. KAROUE

Cell: 214-***-**** E-Mail: aczj3d@r.postjobfree.com

Summary

Solutions-focused, team oriented Sr. Business Analyst. Technical professional with strong academics and experience in information systems, contract management, business operations, data warehousing, data marts, telephony, and regulatory reporting. Translation of business rules into proven results. Requirements gathering for workflow, framework, and security (proofing and phone authentication). ScrumDeveloperCert, ScrumMasterCert, AgileExpertCert, ScrumProductOwnerCert, ITIL® Foundation.

Skills

ERP - J.D. Edwards modules: A/R, A/P, Sales Order Processing, Contract/Service

Billing, Time Accounting, Job Costing, G/L. PeopleSoft. Technical writing for three years. CostPoint financials, Deltek Cobra, Cognos/Query Studio, PRMS, MS Office, BPCS.

Accounting: Month-End Close, Operating Expense Analysis, Balance Sheet Recons., Accounts Payable, Accounts Receivable, General Ledger, Fixed Assets & Capital Expenditures. Dashboards and KPIs. Internal Audits, Schedules, Compliance, Sarbanes-Oxley. Financial Reporting.

SOW, System/Software implementation, business/data modeling (CASE), structured methodologies, full life-cycle development, testing, process improvement, business requirements gathering, OOA/D, code review (SQL, SOAP, XML, Json, Java).

Oracle DBA emphasis - Administration, Backup & Recovery, Performance Tuning, PL/SQL, SQL scripts. Oracle Financials, 9i and 11i, G/L, A/P, A/R.

AS/400 - AS/400 Query, SDA, DFU, SEU. Completed AS/400 System courses, RPG/400,

CL programming, LAN, Wan, e-Security, Visual Basic, Lotus Notes, and Java. EDI, Visio, Client Access, MS Project, FasTax. Network Security courses – CISSP preparation, Middleware, Network Storage.

Education

Regis University Denver, CO

Master of Science in Computer Information Technology: Dual degrees in Database Technology and Systems Engineer (Networks).

University of Texas at San Antonio San Antonio, TX

Masters of Business Administration

University of the Rockies Denver, CO

M.A. Psychology: Criminology and Justice

University of Akron Akron, OH

Bachelor of Arts

30 hours of accounting.

Completed 24 hours of formal real estate courses including Real Estate Finance. Am taking Loan Originations/Quality Control and Loan Closing, Shipping and Warehousing.

Caliber Homes Loans. Irving, TX. January 23, 2017 to February 28, 2017. Consulting Sr. Business Analyst. In-House Mortgage Loan System Build-out. Courses in Loan Origination and Quality Control and Loan Closing, Shipping and Warehousing.

Agile/Scrum - Business requirements gathering for build-out for Loan Origination Mortgage platform H2O. Created process flows for loan origination, AUS, warehousing, and closing “As is” and “future state”. Data mapping for back ends.

Liaison role between business and technology. Wrote user stories from business requirements and for functional test cases (UAT) for functional requirements.

Translated business requirements into technical solutions. Deployed appropriate levels of end-to-end testing of resources across the project.

Visual Studio (TFS), Microsoft Office.

NationStar Mortgage. Irving, TX. July 18, 2016 to September 23, 2016. Consulting Business/Systems Analyst III. Loan servicing portfolio over $385 billion with 2+ million customers.

Agile/Scrum - Business requirements gathering for conversion to reverse mortgage platform. Loan Origination. Created process flows for REO and Foreclosure activities in BlueWorks. “As is” and “future state”. Included links to systems, audit documentation, and sub-processing services and applications.

SQL server, stored procedures, data searches to map fields to the Dialer to determine loan information being passed to the call center. SQL scripts, data marts.

SQL Server, BlueWorks, Microsoft Office.

NTT Data, Inc., Dallas, TX. March 4, 2013 to May 13, 2016. Sr. Business/Systems Analyst, ScrumDeveloperCert, ScrumMasterCert, AgileExpertCert, ScrumProductOwnerCert, ITIL® Foundation

Technology services firm offering business process outsourcing solutions for State Farm Insurance. Business Owner responsibility for implementing a TrustID in the Call Center to enable authentication for various lines of business.

Analyst for Lexis-Nexis Proofing (Insurance and Banking) implementation for Identification-Authentication solutions in the Call Center. Risk assessment/AML/Fraud prevention. Data modeling.

eCommerce: Gathering business requirements; constructing workflow and process diagrams; studying system capabilities for Framework. Analyzing stakeholder requirements, working with developers for product integration in Call Center. Developed wireframes, worked in code in the Digital space.

Project Management: Followed Scrum Master, Agile Expert, and Scrum Product Owner methodologies. Created the Project Charter or Statement of Work.

Implemented new authentication technology in Call Center for bank, property/casualty, auto, fire as the transactions affected the lines of business. Credential creation following NIST guidelines; multifactor security. Met regulatory requirements for bank and insurance. Created RFPs and involved in vendor selection process.

Determines operational objectives by studying business functions; “as is” and “future state”. Defines and documents customer business functions and processes using Visio, PowerPoint, and Mega. Creating Use Cases, Business Decision Documents, Business Case Documents, Business Requirements Documents, UAT, testing requirements, and metrics. Code review for Java.

Acts as a liaison between departmental end-users, technical analysts, information technology analysts, and consultants. Interpreting work flows for V.P.s.

Reporting requirements with data marts using QueryStudio.

Microsoft Office, Lotus Notes, Service Manager, Sharepoint, SAP, Query Studio, code review (SQL, SOAP, XML, Json, Java, Jira). Completed over 365 hours of technical education through employer.

El Rancho Incorporated. Garland, TX. October 15, 2012 to December 11, 2012. Business Analyst. Privately owned grocery establishment catering to the Hispanic community. The company has 12 stores and a distribution company.

Analyst for J.D. Edwards E1 conversion from FMS.

Requirements gathering for the conversion. Risk Assessment.

Training, process flow documentation, test scripts, ACH, Positive Pay.

J.D. Edwards E1 9.1, Microsoft Office.

Husqvarna. Orangeburg, SC. February 2012 to June, 2012. Business/Systems Analyst.

Contract position through Robert Half Int’l., 1441 Main Street, Ste. 750, Columbia, SC 29201.

Manufacturer of lawn equipment for commercial and consumer products. North American headquarters is in Charlotte, NC. Parent company is in Sweden. Total Revenues - SEK 30,357m

Analyst internal audits responsible for documenting ERP processes and procedures in Orangeburg, SC, McRae, GA, and Charlotte, NC.

Excel VBA applications. Streamlining downloads from the AS/400 and manipulating formulas in Excel. Create Visual Basic macros for reporting applications.

Troubleshoot AS/400 issues with downloads and queries for financial analysis.

Payables processing for two plants - $26.8m weekly. Data modeling.

Inventory and standard cost accounting.

Documentation for the manufacturing and IT processes in PRMS and J.D. Edwards. Risk assessment/fraud prevention.

AS/400, BPCS, PRMS, J.D. Edwards 7.3 modules for A/P, G/L, Inventory, Costing, and Procurement, Query tools.

BlueCross BlueShield of South Carolina, Columbia,SC. May, 2007 to September, 2011. Accountant IV. Provider of third party claims processing. Columbia, South Carolina.

Accountant IV responsible for the management and monitoring of the Cobra Earned Value Management program. Data modeling.

Contract management, internal audits, fixed assets, CMDB, metrics

Generate monthly invoices from CostPoint and Cognos. Project analysis and reporting.

Monthly labor reports from CostPoint and Cognos.

Writing policies and procedures for the project setups, billing, labor, and Cobra functions. Risk assessment/Fraud prevention.

CostPoint, Deltek Cobra, Cognos, MS Project, PowerPoint, Excel, Word, Tao, Outlook.

Mannatech, Inc. Coppell, TX. July, 2006 to February, 2007. Financial Analyst. Manufacturer of supplements and other health care products. Voted one of the best top ten small companies to work for by Forbes. Publicly traded, $389 mm. located in Coppell, TX.

Financial Analyst performing inventory reconciliations for seven countries.

Month-end close operations, standard cost changes, commercial invoices, debit memos, intercompany reconciliations, journal entries, currency exchanges. Data modeling.

PeopleSoft conversion, Microsoft Office.

Trinity Industries, Inc. Dallas, TX. March, 2005 to May, 2006. Financial Analyst. A $2.9 billion publicly traded company. Member of the Fittings Group, Dallas, TX, with plants in Enid, OK. and Russellville, ARK.

Financial Analyst. Preparation of monthly management reports, Hyperion-Essbase. Financial statement preparation. Management reporting and key performance indicators. Data modeling.

Inventory analysis and costing.

Cost accounting, month-end close, journal entries.

Documentation for Sarbanes-Oxley.

AS/400 – BPCS, Oracle 11i – G/L, A/P, A/R, Discoverer, Hyperion-Essbase, Powerpoint, Excel, Word, Web-based tools and accounting systems, Microsoft Exchange.

Independent Consulting 2000 to 2005

EMC Mortgage - Bear Stearns. Irving, TX. May, 2004 – February, 2005. Financial Analyst. EMC Mortgage Corporation is a wholly owned subsidiary of The Bear Stearns Companies, Inc., $7.4 billion. EMC mortgage is a mortgage banking company specializing in the acquisition, securitization, servicing and disposition of commercial and residential loans. Loan Origination system.

Financial Analyst for mortgage-backed securities reconciliation and reporting. Analyze

flows and resultant breaks. Created reporting function for Wall Street. Data modeling.

System balancing between trading desks, loan sales and purchases, loans serviced by others, sales and repurchases.

Business Objects, WITS, Passport, Fidelity, Excel, Word. Attended all loan related technical and non-technical courses.

Austin Bridge & Road. Dallas, TX. May, 2003 - March, 2004. Senior Accountant.

A $2.5 to $5 million company providing commercial construction and industrial services in Texas and the Southeast.

Sr. Accountant. Cost accounting.

Cut checks for $3mm run and $1mm run.

Intercompany billings, bank reconciliations for A/P.

Payroll processing and check run for 300 in multi-state environment. Quarterly returns.

Sales tax clean-up for ten months of filings. Sales report audits/compliance.

Collections – reclaimed cash of approximately $75k. Expense report audits.

Conversion to Oracle 9i. Coins, Phoenix Frontend, Cold, Outlook, Synergy, HR Suite

A+ Medical. Dallas, TX. November, 2002 - May, 2003. Senior Accountant.

Independent medical clinic for three doctors and one chiropractor.

Controllership positions with a Real estate and Medical clinic management.

Financial statements preparation.

Cash flow analysis for banks.

Audits/Compliance.

A/P – cut checks, A/R - collections, G/L, bank reconciliations, payroll, quarterly returns, sales tax, account reconciliations, salesmen commissions. QuickBooks, Cyrious.

Citigroup. Irving, TX. February, 2002 - May, 2002. Tax Accountant.

The company is a pre-eminent financial services company with 200 million customers and accounts in more than 100 countries with $1 trillion in assets.

Tax Accountant. Customer billing and reconciliation for personal property taxes in a multi-state environment. Issue resolution with tax jurisdictions.

Analyze property tax returns. Refund processing. Audits/Compliance.

Flowserve. Irving, TX. September - November, 2001. Tax Accountant.

Manufactures and supplies pumps, valves, seals, and service to petroleum, chemical, power, water, and general industry.

Tax Accountant. Cleanup project for Vertex/Quantum Returns products. Database reconstruction and implementation. Reclaimed $5mm in overpayments.

Filing of multistate sales/use tax returns. Issue resolution with tax jurisdictions. Tax return preparation. Audits/Compliance.

Stewart & Stevenson. Houston, TX. August, 2001. Accountant. A $2.5 to $5 mm company involved in the manufacture of the US Army's Family of Medium Tactical Vehicles or FMTVs.

Technical Writer. Contract setup for J.D. Edwards One World contract/service

billing and job costing modules.

Report Design Aid, Form Design Application, Report Design Director.

TXU Energy. Dallas, TX. June - July, 2001. Financial Analyst.

TXU is a holding company that through its subsidiaries engages in the generation, purchase and distribution of electricity with between $50 to $100 million in revenue. Gas Master billing reconciliation project.

Analyst. Analyzed system balances for accuracy.

Audits/Compliance.

Lennox Heating and Cooling. Dallas, TX. December, 2000 - May, 2001. Accountant.

The $3.4 billion publicly traded company makes air conditioning, heating and fireplace systems for residential and commercial uses, as well as commercial refrigeration equipment.

Deployment team for proprietary accounting system on an AS/400 platform. 100% travel.

Financial Accountant. Financial trainer and third level support.

Accounts receivable, accounts payable, purchase orders, job management, service contracts, service tickets, General Ledger, and inventory.

Enterprise Solutions Group Division of ACS. Dallas, TX. March, 1999 - October, 2000.

Project Management/Business Analyst. A $4.4 publicly traded billion computer servicing company supporting J.D. Edwards (AS/400) in a functional/technical capacity within the IT department.

Project Manager. Implemented Contract/Service billing module in a two-company conversion. Full lifecycle development.

Application development for A/R EDI.

Process improvement implementation. Train the trainer sessions.

JAD sessions for business process development and requirements gathering. Developed test scripts. Technical writing.

Supported and implemented Sales Order Processing, Distribution, Accounts Receivable and Accounts Payable, Time Accounting, G/L, and Job Costing.

Implemented Collections module, Vertex Sales and Use tax program that resulted in the discovery of a $400k underpayment. Risk assessment.

Internal audits and compliance.

Supported Macola for manufacturing operations.

Backup support for DBA.

Report generation: Report Design Aid, Form Design Application, Report Design Director, World Writer, Dreamwriter, SQL.

Independent Consulting. January, 1998 - March, 1999.

ADS Environmental. Garland, TX. Senior Accountant.

The company provides water, waste water and hydroelectric managers and engineers with accurate flow measurement instrumentation, innovative software for analysis and reporting and related field support services.

Business Manager. Budgeting, forecasting, daily engineering operations, job costing, bid preparation, billing, and collections. Data modeling.

Internal audits/compliance.

Created flash to actual reporting for profitability analysis. (Costpoint shop).

GTE Dallas, TX 1997 – 1998. This company is now Verizon with $75 billion in sales.

Analyst. Performed analysis on collection accounts within the Treasury Department. Oracle.

Texas Wesleyan University School of Law. Dallas, TX 1996 – 1997.

Worked in the law library.

Resolution Trust Corporation. Dallas, TX. December, 1989 - January, 1996.

Asset Operations Analyst. Agency created by the Federal government to resolve the S&L crisis.

Project Manager.

$2.6mm national contract implementing an Oracle Asset Management system. (AMS). Contract management: Managed 38 contractors. AMS was the Congressional database of record for the 75,000 Dallas Contractor Managed REO assets and nonperforming loans (mortgages).

EDP Auditing team. Risk Assessment/Fraud prevention. Developed policies and procedures and training programs for contractors. Identified changes to policies and procedures that streamlined processes and reduced costs. Reviewed all processes so that they were streamlined, efficient and automated. Frequent problem-solving analysis. Established goals, monitored performance and coached and motivated staff. Payment Review Authorization function.

Loan Sale Advisor. $1.6 billion in sales.

Managed contracts with major investment banking firms to sell loan portfolios

Analyzed servicing of loans, evaluated loan portfolios, and determined marketing strategy. Mark-to-market of securities.

Audits/Compliance.

Moran Development Company. Dallas, TX. November, 1985 - June, 1988.

Independent developer of apartment complexes and packages of shopping centers $2mm.

Controller. Financial statement preparation, pro forma, forecasting, budgets, consolidations, net worth statements, cash management, construction draws, general ledger, salesmen commissions, and partnership/joint venture reporting.

Data modeling.

Audits/Compliance.

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