RENEE MORRIS

**** *** ****** **., ***** Rock, TX 78665, 512-***-****

ad2zv1@r.postjobfree.com / LinkedIn: https://www.linkedincom/in/renee-morris-3992432

SUMMARY

Accomplished Business Analyst/Project Manager with twenty years of financial background and ten years of experience with Oracle ERP Modules. An experienced project leader with functional expertise, solid technical, and excellent people/team skills. Ideally suited to bridge the gap between the business and Information Technology. Solid planning and organizational skills in coordinating all aspects of a project from inception through completion. Proven ability to manage multiple assignments efficiently under extreme pressure while meeting tight deadline schedules. Experience with Waterfall, Agile, and Pivotal product methodologies. Effectively communicates direction, commits people to action, and conveys complex information in easily understood formats.

PROFESSIONAL EXPERIENCE

Adbakx/Tech Mahindra (Contract – Telecom Industry - Brightspeed) August 2022 – June 2023

Finance Business Analyst/Lead Reporting Analyst

Design Financial/Operational Reporting Package for Executive/Investor level audience for start-up company

Define/Develop Agile framework to support development of financial and operational reports

Monitor and maintain JIRA board for the Finance Reporting team (for daily scrum calls with IT)

Work with functional and technical stakeholders to identify and document reporting requirements

Work with IT to identify/create data sources (tables and views for reporting requirements within appropriate databases

Define Financial and Operational KPI’s & Metrics

Design reporting dashboards/wireframes, interfaces, conversions, enhancements with Finance Best Practices including demos and test scripts

Create deliverables according to the Software Development Lifecycle (SDLC) such as functional and technical specifications, use cases, test cases, and system documentation

Financial modeling, P&L management and analysis including the ability to understand multiple business dimensions and draw inferences by connecting various inputs

Provide financial data for month/quarter/year end close and annual financial plan processes

Sprint Planning

Backlog Refinement

Top Software used: MS Office, Jira, Confluence, Looker, S4, Sharepoint

Genesis 10 (Contract – Insurance/Financial Services Industry)

Project-Product Manager Business Systems Analyst January 2022 – February 2022

Process Redesign: Document, track, and manage Current State Processes for selling/issuing Credit Life Insurance

Work with functional and technical stakeholders to identify current processes and suggest upgrades/automated solutions

Obtain buy-in and approval from departments involved in the processes

Identify areas for possible automation that are currently being administered manually

Begin process of managing teams involved in new product development for catastrophic health insurance internationally

Top Software used: MS Office, Visio, MS Project

Tech Providers, Inc. (Contract – Healthcare Industry)

Lead Portfolio Financial Business Systems Analyst April 2021 – July 2021

Document, track, and manage financial business requirements for Budget Module and the integration with other ERP modules using Agile methodology with Scrum Framework including process redesign. Tracked requirements through development in JIRA.

Project documentation and reporting housed in Confluence.

Understand data requirements for reporting

Monitor Budget and Resources

Work with functional and technical stakeholders to determine strategy and budget/resources

Works to gain commitment from global stakeholders and team members for requirements, processes, and GAAP/SEC financial reporting

Manage and document data mapping and data flow between financial modules to produce accurate financial statements

Manage issue escalation to the Technical Project Director

Provide frequent status reporting and recommendations to senior management based upon team progress and challenges

User advocate on the development and product management teams

Worked with Agile Methodology

Top Software Used: MS Office, SharePoint, JIRA, Confluence, Service Now

Dell Financial Services, Round Rock, TX (Credit Card Processing)

Senior Business Systems Analyst/Project (Product) Manager August 2015 – September 2020

Documentation Lead to develop the User Interface for Customer Master information for the Consumer line of business using Agile methodology with Scrum framework

Work with functional and technical stakeholders to determine strategy and resource allocation

Support business in gathering/writing system requirements and supporting IT engineers in understanding those requirements in order to minimize defects, including redesigning current processes

Understand data requirements for reporting

Develop high quality communications to include technical guidance, updates, and best practices

Provide frequent status reporting and recommendations to senior management based upon team progress and challenges

Writing user stories using Gherkin language

Support testing and implementation activities

Provide Status updates

UAT Coordination and Defect Management

DFS North American Project Manager responsible for root cause analysis of flexible billing program. Worked cross functionally within Dell Program (known as DellPrint) encompassing modifications to existing processes in both the business and IT to clear a multi-million dollar backlog.

Budgeting: Create ROM sizing for approximately 50 applications (including resource hours and budget) .in order to support the implementation of a new sales platform

Develop project plan to show progress of requirement gathering/documentation

Gather and document business requirements to support the implementation of a new sales platform and the effects on Dell Financial Services applications

Worked with Agile and Pivotal Methodology

Basic knowledge of utilizing API’s

Top Software Used: MS Office, SharePoint, JIRA, Confluence, Pivotal Tracker, Toad, MS TFS, SQL, Service Now

Pearson Education, Austin, TX

Senior Business Analyst - Lead Texas Assessment Contract January 2013 – July 2015

Act as liaison among stakeholders order to understand the structure, policies, and operations of the organizations

Evaluate business drivers and technology requirement, and defines systems strategies and specifications

Act as a primary point of contact with the business on behalf of the application development organization

Manage and elicit user requirements process as well as analyze business and information technology requirements

Work closely and interactively with the business and Texas Education Agency as a primary point of contact for gathering and documenting customer requirements

Recommend business analysis concepts and approaches, and advocate appropriate application development methodologies

Apply and advocate established standards, guidelines and tools, and identify continuous improvement opportunities

Manage/Monitor new functionality and timing for new releases

Evaluate project complexity, assumptions, constraints, and dependencies

Build and manage stakeholder (internal & external) relationships

Top Software Used: MS Office

Dell, Inc., Round Rock, TX

Business Systems Analyst Consultant 2010 - 2012

Cross Functional IT Role between the Sales and Development teams to develop and support the Front-End Sales systems (DOMS) globally.

Financial area of expertise including global sales tax, discounting tools, closing tools, and payment processing.

Understanding interface and web service requirements for global databases in order to move the data to/from the Front-End Sales systems.

Identify and document business requirements, technical requirements, and business processes to give the sales force the tools needed to close transactions quickly and concisely.

System Testing – work with business, testing and development teams to develop use cases and test scripts for functional (UAT) as well as regression testing. Coordinate integration testing with new Sabrix (tax system) for new global tax functionality.

Understanding of SDLC project management methodology and Waterfall development methodology

Manage Resources, Budget and Scope of project for quarterly releases as well as milestone system upgrades

Top Software Used: MS Office, Service Now, Sabrix, MS TFS, Dell Order Management System (DOMS), Confluence

Senior Business Analyst/Project-Product Manager 2008 - 2010

Project Manager for a project that would allow all Labor, T&E, and Consulting related costs associated with IT and Services projects to be accumulated in the Oracle Project Accounting module and the Project Management modules in order to be compliant with SOP 98-1 and FAS86.

Gather and document business requirements and help to develop processes within those requirements that would meet the needs of the business while preserving the data and system integrity.

Work with IT team to gather and document technical and configuration requirements

System Testing – work with users and development team to develop test scripts for functional as well as regression testing.

Work to coordinate the User Acceptance Testing sessions and make sure that reporting of the findings is accurate and timely.

System Training – Create documentation and train users on new functionality.

Top Software Used: Oracle ERP R12 (FA, PA, AP, GL), MS Office

Applied Materials, Austin, TX

Finance Manager 2006 - 2008

Managed integration team for multiple corporate acquisitions. Duties included coordinating the integration effort for the Master Data groups as well as for Accounts Receivable, Accounts Payable, Employee Services, Fixed Assets, as well as IT systems related to those areas into Global Shared Services processes and systems.

Member of General Ledger testing team in SAP re-implementation to account for status of scripts tested.

Managed deployment of new Xerox Multi-Functional Devices within the shared services center.

Managed vendor relationships with outside vendors who perform services for the center. Duties include working with the procurement group to review each contract, negotiation, and amendments as well as managing the overall relationship with each vendor.

Member of Steering Committee for the Global Finance Conference for all Finance managers and executives

Participated in Business Transformation activities including coordinating the Master Data group within all the Key Process Areas.

Heavily involved in recruiting for Shared Services positions including business analysts, project managers, and financial analysts.

Dell, Inc., Round Rock, TX

Global Module Lead for Fixed Assets Module of Oracle 11i 2003 - 2006

Re-Implementation of Oracle Financials from 11.03 to 11.5.10 version on a single global instance with a global chart of accounts and multiple currencies

Standardized global business processes, key business controls and close calendar among three regions

Served as a back-up data steward to control access to data in scrambled or unscrambled test instances and determine the need for users to be in the insider trading list, risk acceptance form, or PAR form

Project management included cross modular daily/weekly status meetings, identification of cross-modular task dependencies, resource leveling and allocation on specific project tasks to ensure that critical path deadlines are met

Worked with the IT roadmap to prioritize additional global initiatives as they relate to the implementation of the project

Ensured that all global processes, reporting, and data access are compliant to the Corporate Governance Model

Worked with the Project Management Office, Sr. Management and other module leads to prioritize changes to project scope

Coached & Developed individuals from all regions in order to maximize the skill sets available to the project as well as provide development opportunities to individuals throughout the duration of the project

Corporate Capital Group Manager 2000 - 2003

Managed the key financial systems used by the Corporate Capital Group (Oracle Financials 11.03 – Fixed Assets and Project Accounting, and OFA for forecasting)

Managed multi-million dollar capital budget, providing quarterly forecasts and variance analysis

Managed spending controls and delays in order to hold capital spending at an acceptable level

Managed accounting and reconciliation process for balance sheet accounts relating to Fixed Assets

Managed 2-3 full time employees performing various functions within the group – Included performance, development, and transition plans

Worked with the IT support team to troubleshoot system issues and develop custom components to improve processes and controls

Acted as the liaison with internal audit for audit issues, and with corporate reporting for transactional accounting issues and compliance

Worked with Internal Audit to identify weaknesses in internal controls and implemented the Control Self Assessment process (CSA) in order to accommodate SOX requirements.

Implemented improvements to scale headcount within the capital group as well as within the business by putting processes in place that would expedite transaction processing in various areas of Fixed Assets

Fixed Assets Business Analyst – Oracle 11.03 ERP Implementation Project 1998 - 2000

Financial Analyst – IT Finance 1997 - 1998

Order Processing Manager – BSD (Small Business Division) 1996 - 1997

MARCOM Financial Analyst - Small Business Division 1995 - 1996

Banking Industry – Dallas, TX and Austin, TX 1986 - 1995

Managed system conversion of assets from various investors

Worked with attorneys to clarify servicing issues on the portfolios

Assisted with year-end tax payments to taxing authorities, collections, payoff calculation, and working through the foreclosure process

Created work plans, managed costs and resources to get conversions done in a timely manner

Utilized Oracle QMX and SQL to produce ad hoc reports and maintain data integrity

Discounted Cash Flow and Cost-to-Hold Analysis on Commercial Real Estate Properties

Analyze Commercial Real Estate Loans for system automation

EDUCATION

Baylor University, Bachelors of Business Administration, Majors in Finance, Economics, and Real Estate

SOFTWARE & MANAGEMENT SKILLS

Microsoft Office (Outlook, Teams, Word, Excel, Power Point)

MS Project

Visio

Service Now

Hyperion

Sabrix

TOAD

Pivotal Tracker

JIRA

Confluence

Looker

S4 (SAP Data)

Oracle Financials (11.03, 11.5.10, & R12) – Expertise in Fixed Assets, Project Accounting, Accounts Payable, General Ledger, Including Interfaces and Oracle Financial Analyzer

HP Quality Center and Microsoft TFS

SharePoint

SQL Queries

API’s

Various Custom Financial, Loan and Front-End Sales System

Dell Order Management System (DOMS)

Develop Wireframes for User Interface

Interface with Customer, Internal Management, and Staff

Develop and Execute Test Cases

Prepare/Maintain Workflows, Screen Shots, User Documentation

Work with Global Teams

Project Budget (Estimates and Actuals) Tracking/Reporting

Vendor Management

Project Status Tracking/Reporting

Project Methodologies: Waterfall, Agile, Pivotal

SDLC

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