BERNADETTE R. LEE

Caseyville, IL *****

ad06ee@r.postjobfree.com 618-***-****

PROFESSIONAL SUMMARY

Secret Security Clearance: A professional consultant and entrepreneur with 20 years of proven success and experience with, deployment and developing business IT processes for software development projects, mergers/acquisitions, and systems focusing on Business Analysis, Requirements Gathering, Change Management/PMO Office compliance within Waterfall and Agile Methodology

Industries: Healthcare, Pharmaceutical, Logistics, Financial (Banking/Securities), Retail Management, and Manufacturing

and Department of Defense industries.

Business analysis and problem resolution and troubleshooting

Strong requirements gathering skills and communication with teams, stakeholders, managers, and SMEs to

document processes to deliver projected goals, solid understanding of client and capabilities requirements

Positions listed are a combination of 40 hrs. a week, W2, 1099 Consultant and 100% remote.

CORE COMPETENCIES

− Change Management − Releases/Sprints/Iterations

− Networking, Relationship Building − Documentation (SOP, SOW, contracts, BRD, FRD)

− Completing Project Scope by Timeline − Effective Due Diligence

− Client Training, Development − Good Listener, flexible and analytical thinker

PROJECT MANAGEMENT TOOLS: Version One, MS Project, MS Visio, Clarity, Service Now, JIRA, ALM

Methodologies: Agile. Waterfall, SDLC

TECHNICAL TOOLS

Development Tools: SharePoint, MS Visual Studio 2008, Dreamweaver, Adobe Fireworks CS6, Camtasia 8, Mock-up Screens,

Application Software: Salesforce, SAP, MS Office productivity suite, Outlook 365, Visio, SharePoint 2016, Internet Explorer Microsoft Office Skype Business, Active Directory- Domains - Administration SAP GUI versions 4.6d and 6.2c along with SAP CUA, IBM Access Connect, MS Remote Access, Photoshop CS2, Remedy, MS Project: Budget Analyst, Gantt Chart, Project Resource Chart, Work Breakdown. Code of Ethics, MS Access, ServiceNow, Version One, Windows 10, Mainframe Host (BRTA), SAP R/2 & R3, Application Lifecycle Management (ALM), Rational (RTC); Transcom applications (FAST, TBS, ATR, HOST, BOL, RRWS, RQ, SPE, Serena (SBM), EMS systems

EXPERIENCE

Apr 2023 - current 22nd Century Technologies, Mclean, VA (Remote)

Business Analyst

Client: Raytheon Technology

Raytheon Intelligence & Space (RIS) team as part of the Optimus DWS (Digital Workplace Services) providing business analyst duties to ensure Field Services & PC Lifecycle Management business units

Capturing requirements, gaps, action items, as-is mapping, to-be processes, SOW and Service Now (SNOW) capabilities between functions

Coordinating with multiple teams capturing current processes, analyzing, and implementing

Updated scope of work to transition the new service vendor

Mapping SLA, KPI and site location services to be provided as transition to a new service provider

Maintains schedules via Transition Waves (releases per timeframe)

Reporting to Sr. Leaders, managers, and stakeholder on project status

Oct 2022 – Apr 2023 eTeam – Plainfield, NJ (Remote)

Support Planning & Mgmt. Spec 3

Client: Boeing, MO

Executed elements of support program activities to include support system analysis, spares, provisioning, technical data, training maintenance/modifications, support equipment and facilities. Develops support program plans and schedules, validates standard deliverables, and supports trade studies for platform subsystems.

Researched, documented, and provided technical information and supports the establishment of processes to develop and maintain support products, engineering data and integrated support infrastructure.

Collaborated with engineering or technical environments, support system analysis, spares, provisioning, technical data, training maintenance/modifications, support equipment and facilities.

Provided Adaptive Planning, Process Improvements/Innovation; standardizing, simplifying, analyzing data

Mar 2021 – Oct 2023 Gottesman Company, New York, NY

Sr. Business Mergers & Acquisitions Broker (M&A)- freelance

A Mergers and Acquisitions Broker and intermediary working with strategic buyers, private equity firms, private companies,

and operating companies seeking to acquire new and add-ons to their current portfolio

Partner with cooperating intermediary firms, investment bankers and other business brokers seeking like M&A opportunities

Facilitate client meetings (Phone, Zoom, on-site) to capture Seller and Buyer parameters to secure a solid LOI or MOU (e.g., asset, stock sale)

Assist with capturing due diligence aspects; finance, audit, LOI, property, assets, confidential information memorandums

Coordinating support teams, lawyers, private equity funders, offshore accounts

Maintaining clear communication to secure a valuable closing

Jul 2021 – Mar 2022 Apex Systems, Glen Allen, VA (Remote)

Product Manager/Business Analyst/Aerospace

Client: Boeing, MO

Led efforts across our Software Development Organization in writing technical Statements of Work (SOW).

Worked with multiple Agile teams, Supplier Management, and vendors to secure Master Service Agreements (MSA) and Master Statement of Work (MSA) development.

Facilitated workshops to obtain SME feedback and input for applicable content for SOW and MSA development.

Aug- 2020 – Feb 2021 Superlative Technologies, Inc (dba SuprTEK), Ashburn, VA

Product Owner/MAFC2SDS/DOD

Liaison between Air Force (AF) and SuprTEK for the Mobility Air Forces Command & Control Software Development & Sustainment (MAFC2SDS) project developing advanced we applications

Lead via Agile methodology, the development team(s) to determine, document, and verify end user needs and requirements

AS development progresses, lead demo of changes, development of and design reviews.

Worked with PMO Office and Change Management Board to ensure SDLC processes were in place.

Conducted applicable Agile Sprint reviews, Sprint planning sessions, daily stand-up, and other associated sessions

Applications: Microsoft Office, Version One, JIRA, Confluence, Zimbra email, GitLab, VMware

Dec 2019 – Aug 2020 Frontier, Inc. SAFB, IL (USA)

IT Consultant/Business Analyst -DOD

Acted as Liaison between Air Force (AF) and Deloitte Consulting LLP to provide standardized Enterprise Information Technology Services (EITaaS) through the AF supporting Deloitte Consulting LLP

Focused on modernization, stabilizing, and defending commercial business services and best practices within the AF

Conducted feasibility assessment of AF technical, operational, security and organizational requirements

Line of Business (LOE) includes Network as a Service (NaaS), End User Services (EUS) and Compute and Store (C&S)

IPO Action group team member that analysts and determines in/out scope of requests submitted via IRA

Managed JIRA assignments and ensure that issues are moving in a progressive manner

Managed team Confluence page to ensure updated resources are viable for projects

Built, implemented, and sustained Change Management CAB, Change Manager and Change Process Owner roles for the EITaas IPO and applicable vendors

Created use cases from change request for normal, standard, and emergency requests

Sept 2019 – Nov 2019 Elegant Enterprise- Wide Solutions/St. Louis County Courts, St. Ann, Mo

Business Consultant

Client: St Louis Board of Elections

90 Contract for special project to gather and map business requirements for a key system at St. Louis County

Documented Business Requirements and IT systems and work up documents from an “as is” to a “to be’ state

Established detailed testing requirements, that instruct specific application needs to the development team

Communicated results of the requirements effectively to stakeholders

Developed applicable workflow systems in an Agile environment

Jan 2019- Aug 2019 InSight Global/General Dynamics IT (DOD – Scott AFB), O’Fallon, IL

Functional Analyst/DOD

Secret Clearance – (exp. March 2029)

A Functional Analyst with in TRANSCOM, providing FAR- contract based commercial transportation procurement capabilities to DOD transportation officers

Successfully implement requirements within Agile environment: within three-week Sprints, managed backlog stories in Rational (RTC)

Lead Daily Stand-up session: worked with developers, QA, testers, IVV/UAT teams to provide support, resolve questions, assess requirements and recommended change management to cure defects, new requirements that derive thereafter

Support transportation customers with GFM- Global Freight Management applications: FAST, ATR, BOL, TBS, RRWS, RQ, SPE for Shipper and Carrier with application issues and training aspects

Assist users with new solicitations within many origins/destinations (SPLC) or state and regions. Accessorial services and Transportation Protective Services – TPS

Prepare documentation for releases: publicity notices, release plan with development builds, test scripts and updated user guilds in coordination of tech writers

Applications: Rational (RTC), Serena (SBM), Microsoft Office, Service Now

Sept 2018 – Dec 2018 Kforce Staffing (Siemens PLM), Maryland Heights, MO

Business Analyst- Tech Writer

Client: Siemens PLM

90 Day contracts to gather, comprehend, evaluate, and document business needs and requirements and translate these into functional specifications and/or user stories for Salesforce and SAP software application processes.

Partnered with cross-functional teams (Product, User Experience, Development, Quality Assurance, and Marketing, etc.)

to refine functional specifications for proper project approach and timelines

Agile Methodology with two-week sprints (Daily Stand-up, Scrum meetings, sprint planning, backlog grooming)

Supported Product Managers with the facilitation and execution of the entire product lifecycle

Software Applications: JIRA, SAP, Salesforce, Micro services

Nov 2017 – Aug 2018 Artech Consultants (Wells Fargo Advisors), St. Louis, MO

Product Owner (Business Analyst)

Client: Wells Fargo Advisors

A Product Owner with Scrum Master tasks on the Agile Scrum team for the IRA Wires Project

Collaborated and supported the UAT, UX and development teams (domestic and international)

Developed Business Requirements Document (BRD), Business Process Documents

Provided technical assistance in identifying, evaluating, and developing systems, acceptance criteria and procedures that meet business requirements for Definition of Ready and Done for Iterations.

Lead Daily Stand-up session: worked with developers and testing teams to provide support, resolve questions, assess user requirements and recommended change management to cure defects; facilitated Backlog Grooming sessions

Prepared specifications for system changes, images and mock-ups to ensure each story details the correct changes to be implemented

Prepared reporting requirements for Agile team developers, testers and the business extracting data from Wisdom, CTE, ITE, legacy applications, Version One and Infomax systems.

In Version One(V1): manage backlog stories (create, split, copy, attach and link applicable artifacts) manage EPICs, communicate via Conversations within V1, co-facilitate Sprint and Capacity planning, advise and collaborate during Retrospectives

Created and presented the Release Roll-out deck stakeholders and users; develop user guide for training

Jun 2017 – Oct 2017 Artech Information Systems (Wells Fargo Bank - Remote)

Business Process Consultant

Partnered with our development and support teams and Business partners to identify gaps in current state processes

Developed workflows, metrics for current state, SOP's

Facilitated sessions to drive out process improvement solutions and/or develop process improvement sessions

Continuous process improvement to monitor changes to ensure optimal performance

Following Systems Development Lifecycle (SDLC) to ensure success of software release processes

Individual contributor on the Technology, Metrics and Reporting Operations (TMRO) group within Enterprise Information Technology

Nov 2016 – May 2017

Business Consultant Barnes-Jewish Healthcare (BJC), Brentwood, MO

Lead the gathering of business requirements with a focus on standardizing, developing and implementing process improvement aspects of business processes; drives requirement sessions to capture project scope to ensure a solid Statement of Work (SOW)

Developed, performed analysis and reviewed documentation for Pre-Project work per the PM Idea and Initiation life-cycle Phases (e.g. SOW, BAA, NDA, PET, BIA), project plans, iteration deadlines

Identified project scope, business case and influence solutions, negotiates deliverables for new project requests

Ensured the design and integration of proposed system, software and hardware solutions are technology driven for future growth and not redundancy

Created and monitored Service Now Demands per project business case, budget type for Corporate Solutions and EP&A projects

Maintained multiple project timelines within budgetary periods and stated SLA

Submitted project package to legal for compliance approvals and final documented project to approval board for sign-off to initiate implantation

Created and maintained Service Now reports for management meetings, Pre-Project status

Documented requirements for software deployment, upgrades, new installs, server migrations for on premise and hosted solutions

Feb 2016 – Jun 2016 Laird Technology, Earth City, MO

Business Analyst Consultant/Merger & Acquisition project

An Analyst on the PMO Team – defined business processes and system requirements as part of a merger/acquisition project

Created the Business Requirements Documentation (BRD) and developed Functional Requirements Document (FRD) in coordination with Technical Lead

Lead managed and coordinated activities between business units to obtain the correct “As-is” processes and accurately to meet customers’ future” to-be” requirements, change management controls, implementation dates/timelines

Travel to customer site to lead requirements gathering sessions with SMEs, engineers, and department directors

Documented and presented post assessments and implementation plans to merge current infrastructure and applications and held Skype meetings to capture details/updates

Managed tasks and deadlines in Service Now, OneNote, Excel spreadsheets and Power Point presentations

Created and developed the scope for a Skill Management System for Service Now. A skills repository tool to allow management to search for employee skills, filters skill matrix for optimal matches and succession planning.

CRM- ERP systems: Salesforce.com. QAD and MS- Office 365

Aug 2013 – Feb 2016 The Boeing Company, Hazelwood, MO

IT Process Analyst

Major Project: migrated Confluence WIKI website SharePoint 2013

Major contributor in design of the site to include creating apps, views, content pages, communities, columns, web parts, subsites creation and search features

Granted access to web portal and overall SharePoint administration

Software Application Development project teams were the main audience and benefactors of the site

A team member of SharePoint System Administrators with Access Collection Admin and Power Users responsible for granting user access and security controls and at all site level settings

Solely responsible for creating, editing, and maintaining graphical and text content for all site pages and overall site architecture of Confluence Wiki and SharePoint site for the Application, Development, and Sustaining (AD&S) business unit within IT

HTML 5, coded hot links via Dreamweaver into process flows and graphics

Additional tasks to include versioning, meta tags, active x controls and site navigation controls

Designed templates for software applications deliverable pages to include HTML 5 code, meta data

Sustained cross collaboration with the PMO, Export and IT Infrastructure departments on eighty percent of projects

Agile Methodology: Daily Stand-up, backlog grooming in Version One for Class 2 changes, immediate and planned releases

Partnered with Network team to authenticate Certificate Authorities (CA) and PKI’s for user access to Intranet site and Share Point

Developed training vignettes by converting AD&S and Agile course related documentation to interactive training modules: recording audio, creating, and editing applicable presentation using MS PowerPoint, uploading and publishing material in Camtasia Studio 8 as Mp4 files; uploads the finished product for users to review via Enterprise Streaming Media (ESM)

Act as IT Governance (IT Program Management) advocate to drive IT Control Gate process through facilitating requirement gathering sessions on critical project activities/deliverables, centered on compliance, quality, monitoring and stakeholder communication.

Created, and modified user story boards, backlogs, assign tasks in Version One

Contributed to daily stand-up session for each 4-week Sprint\Iterations within an Agile environment

Created and extracted monthly IT user survey and metric results using Survey Center portal

Created, modified, and implemented Agile processes, developed project checklist and project plan deliverables in compliance with Boeing Requirements, ITAR and Export regulations for software development teams.

Remote: two days a week; 90% of team remote locations

oTraining: Boeing Agile Training Boot Camp and Train the Trainer course work

oSharePoint 2013 Core Solutions of Microsoft – Server 2013

oMicrosoft Share Point – Site Owner/Power User

Sept 2012 - Aug 2013 Lord & Taylor\Hudson Bay, St. Louis, MO

Sr. Business Analyst/ Mergers & Acquisitions

Performed Sr. Business Analyst responsibilities in a retail IT Finance environment to merge corporate banners of Lord &Taylor and Hudson Bay Company.

Performed requirements gathering to secure valuable knowledge transfer of financial processes related to retail sales transactions routing via electronic mode, taxes, HR systems, IRS reporting and related retail inventory system SAP R3

Obtained requirements via international travel to Canada, teleconference and one-on-one sessions via WebEx, Lych and remote media modes

Transcribed data into functional and technical document presented to upper management for approval.

Daily tasks to include documenting obstacles, future implementation processes; resolve duplication of processes while reporting progress to management and stakeholders.

Lead use case sessions with developers, business units and senior leadership to define new and changing processes, map out UAT test plans for programming scopes and objectives. Write functional documentation to ensure new/change processes are compliant with audit standards.

Served as liaison between the business and vendor portal group in Canada. Vendor portal is a web portal for retail vendors to obtain account information, invoices, pay terms, etc.; submit change management tickets for upgrades and maintain patches and portal communication page.

Oct 2011- Jun 2012 Kelly IT\Mallinckrodt Pharmaceuticals, Hazelwood, MO

Clinical Financial Analyst Consultant

Responsible for multiple projects and worked both independently and in a team environment while collaborating with Global Sourcing to ensure proper financial documentation from outside vendors within clinical services department supporting Clinical Operations, Regulatory Affairs, Medical Sciences, Clinical Data Management, and Biostatistics.

Initiated, updated, and revised vendor Confidentiality Disclosure Agreements (CDA), Mutual Service Agreements (MSA) and Single Service Agreements (SSA) to obtain services related to clinical trial studies.

Created, revised, and submitted Purchase Orders applicable for charges stated in Scope of Work (SOW), Change Orders/Amendments, MSA’s and other applicable documentation stated in such agreements for a work order deliveries and timelines.

Assisted in the development and negotiation of Request for Proposal (RFP) preparation process, which includes budget development and payment schedules (unit cost, milestone, etc.), budget and bid analysis, and coordination of capabilities and/or vendor presentations.

Secure business unit approval on functional documents and upload to project SharePoint site.

Completed and submitted Hospital Anxiety and Depression Scale (HADS) License Agreements, GL Assessments to MAPI Research Trust Ltd translations for English and Spanish scales and applicable documentation.

Processed in InfoPath, Healthcare Provider (HCP) forms to report physician monetary allocations in accordance with the Sunshine Act.

Received, documented, and processed vendor invoices as follows: obtained CTM approval, prepared and submitted receiving form; uploaded to Document Approval Routing Tool (DART), and routed to Affiliate Computer Services (ACS) to have invoice amount received against the related Purchase Order (PO) and applicable PO line within the JDE Database system; obtain applicable DCN number.

Initiated and documented various daily departmental processes/duties and developed full invoice and purchase order manual process along with applicable MS Visio.

Jun 2011-Oct 2011

Business Process Analyst

Performed technical writing, deployment, and continuous improvement of clinical development operational processes such as Standard Operating Procedures (SOP) related to drug products both branded and generic within related departments such as Clinical Operations, Regulatory Affairs and Quality Control and Medical Science divisions.

Writing requirements created, validated, and stored using (GDP) Good Documentation Practice per FDA regulations. All Clinical Trial documentation was derived with compliance to (GLP) Good Laboratory Practice to ensure quality management controls on Third-party vendor’s research laboratories and organizational requirements to ensure the consistency, reliability and integrity of pharmaceuticals and safety in our clinical testing.

Participated in the study development and start-up process including reviewing protocols, designing and/or reviewing CRFs, preparing Informed Consent forms and developed applicable study documents.

Created, maintained, and implemented process and database design, documentation, programming, validation, and archiving files using Windows based software programs such as Word, Excel and Access, SharePoint, and Visio.

Initiated, managed, and performed Virtual Practice for companywide documentation using Document Management System (DMS).

Created, maintained, and revised SOPs to Workflow processes within MS Visio charts.

Directed strategic and development meetings while being detail oriented and proficient at reviewing and editing template data files on the spot then later designed applicable Visio workflow maps for final approval by upper management.

Oct 2009 - Aug 2010 Jacobson Staffing\Barnes Jewish Hospital, St. Louis, MO

Data Business Analyst Consultant

Jun 2008 - Dec 2008 Kenco Logistics\GlaxoSmithKline, Colonial Heights, VA

DCMS Analyst

EDUCATION

Purdue Global University (formerly Kaplan University), Chicago, IL 2010

Bachelor of Science –Information Systems Technology- Emphasis in Database Management - GPA 3.51 CUM LAUDE

Brightpoint Community College (formerly, John Tyler Community College), Chester, VA 1999

Associates of Science- Information Systems Technology – Emphasis in Computer Programming

Skillport.com Training Modules

June 2016 - Overview of SAP Solutions

June 2016 - SAP Administration: System Monitoring & User Administration in SAP R/3

AFFIALTIONS/ASSOCIATIONS

2021 – Real Estate Staging Association (RESA)

2021- Certified Staging Professional (CSP)

2011-2015 Co-Director /Founder/Compliance Officer

oTicket 2 Success Nonprofit Organization - O’Fallon, IL

2015 Women of Color (WOC) in STEM award: The Boeing Company

2015 - Annual Black Engineer of the Year Awards (BEYA) and STEM Global Competitiveness Conference

LINKEDIN

https://www.linkedin.com/in/bernadette-lee-6401a4a3/

PROFESSIONAL REFERENCES FURNISHED UPON REQUEST

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