FRANK BRYANT III

**** ********** ****

San Antonio, Texas 78209

201-***-**** (mobile)

ad3t52@r.postjobfree.com

SUMMARY

Proactive project manager/business analyst with deep technical writing experience and the ability to solve problems and address issues with creativity and innovation. Over 20 years of experience developing and maintaining financial and business applications. Excellent business and technical acumen. Result and deadline-oriented with the ability to work independently and as a team member and leader. Proactive, passionate, entrepreneurial, and decisive. Good strategic vision and creativity. Advanced communication skills: oral, written, and presentation. Organized, professional, and well-motivated. Can motivate team members to multitask and prioritize assignments.

TECHNICAL SKILLS

Microsoft Office: Word, Excel, PowerPoint, Visio, Project, SharePoint. Atlassian: Jira, Confluence. Familiar with network infrastructure operating systems and Internet technologies. Solid familiarity with SDLC (Software Development Lifecycle) methodologies and bank compliance regulations such as Regulation W and Sarbanes Oxley (SOX). Have worked with Agile and Waterfall project methodologies. Have led application integration, data and document migration, and infrastructure-related projects.

PROJECT & DOCUMENT MANAGEMENT STRENGTHS

Ability to provide style, structure, and organization to projects and have a demonstrable record of accomplishment following recognized SDLC standards. Have a positive, can-do attitude and possess the ability to drive projects forward enthusiastically.

Experience in providing status updates, dashboards, checkpoints, and tracking involving project status,

Ability to communicate and synthesize business requirements/functional specifications among all project team stakeholders, including business; ability to manage multiple projects (depending on size and complexity).

Experience in authoring/editing various documentation types, including proposals, business concept documents, RFIs, RFPs, BRDs, FRDs, technical specifications, test strategy/scripts, UAT/release materials, run books and procedures, and user guides. Have worked on several document management/automation projects involving SharePoint, Confluence, Box,

EDUCATION

Bachelor of Arts, English; areas of concentration included history, literature, and art.

Rutgers College, Rutgers University, New Brunswick, New Jersey

Currently studying basic French at French Institute Alliance Française (FIAF) in Montclair, New Jersey; have visited Paris, France.

VOLUNTEER EXPERIENCE

Hockey in New Jersey, Coach – 2016 to 2019 (ice hockey player for 23 years)

PROFESSIONAL EXPERIENCE

Liquid Barrier, LLC (self-employed) 04/20 to present

A consulting company helping large, medium, and small companies maintain and grow their businesses by providing top-notch project management, business analyst support, fine writing, and sound documentation.

Founder and CEO

As a self-employed freelance technology, business, and social media consultant, I provide project management, business analysis, and documentation support for entrepreneurs, solopreneurs, and small, medium, and large businesses. Franciscan Alliance and Cardinal Health

Franciscan Alliance, Inc. (contract through Liquid Barrier) 10/22 to present

A Catholic healthcare system, operating eleven hospitals serving Indiana and one hospital in Illinois.

Business Analyst/Project Manager (contract)

As a Business Analyst/Project Manager for the Application Portfolio Management team, I manage, from cradle to grave, a series of enterprise-wide technology projects. From an infrastructure architecture perspective, my responsibilities include application server, database server, and workstation setup and configuration. From a network and wireless perspective, my responsibilities include setting up and configuring APs and exciters. From a project management business analyst perspective, my responsibilities include scheduling and leading project status meetings, technical and operational problem-solving, communicating with all project stakeholders, as necessary, and creating and maintaining various technical and project documentation.

Provide project management and business analysis for application and system and technology integration for several enterprise-wide healthcare-related systems; coordinate and manage projects to completion according to mutually agreed upon timeline, scope, and budget among all project stakeholders, including upper management,

Solve architecture technical, design, configuration, and operational process problems by analyzing information and using logic and experience,

Lead weekly stakeholder project status meetings, including internal business clients, technical staff, and associated vendors; ensure all tasks, milestones, and activities were on track and meeting expectations. Write any follow-up communications needed as a result of any issues and/or lack of clarity on project-related aspects,

Write and maintain technical or project-related documentation, such as business requirements, technical architecture gap analysis, risk assessments, and project outlines,

Work with software enterprise vendors on implementing, upgrading, supporting, and troubleshooting applications and application end-point device issues; troubleshoot and repair application/system problems,

Build workflow, standards, and business processes to facilitate knowledge sharing within and across teams, such as SOPs.

Gather artifacts for security risk and vendor security assessments, including creating workflow and data flow architecture diagrams and completing remediation for the identified risk by working with others,

Review vendor contracts and implemented agreed-upon tasks and activities; provided vendor management and accountability throughout the project lifecycle,

Raymond James Financial 04/22 to 10/22

A multinational independent investment bank and financial services company

Business Analyst/Project Manager (contract)

As a Business Analyst (a hybrid of business and documentation technical requirement BA)/Project Manager for the IT Advisor Technology Product Management team, performed business analysis and project management tasks involving a 3rd party Online Scheduling application implementation for Firm financial advisors and sales assistants. Served as a liaison between business and technology stakeholders. Helped to leverage appropriate technical resources. Work on a small team; work independently supporting application development teams.

Created detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security); experience authoring: BRDs, FRDs, non-functional requirements; system architecture requirements, test/QA/UAT-related- documents, and delivery documentation,

Gathered and interpreted information from multiple sources (including databases, interviews, etc.) and made appropriate recommendations,

Provided support for application development teams, including documenting business processes,

Translated technical concepts to a business audience and business information to a technical audience,

Partnered with technology stakeholders to develop project schedules, reports, and documentation. Worked with user experience/design resources to help visualize requirements into prototypes as well as to create end-to-end flows,

Collaborated with design to integrate with systems, industry, and end-user requirements. Worked with user experience/design resources to help visualize requirements into prototypes,

Helped implement web services and API from an analyst perspective for communication between Online Scheduling Tool and CRM and Exchange,

Cardinal Health (contract through Liquid Barrier) 04/21 to 04/22

A Global Medical Product Distribution and Management Company

Business Analyst/Project Manager (contract through Liquid Barrier, LLC.)

As a Business Analyst/Project Manager, I oversaw the effective development, delivery, and operation of computing and information services. Anticipated, planned, and delivered Information Technology solutions and strategies that enabled operations and drove business value. Served as a liaison between the organization’s business and IT systems development teams to align business strategies and capability needs and to ensure IT systems achieve their desired value. Identified and analyzed business needs, defined requirements and objectives, and recommended solutions using new and existing technologies. Researched and documented relationships between application system components (i.e., end users, business processes, data, applications, and devices).

Facilitated Build-to-Run Knowledge Transfers: establish, document, roll off the process, and lead execution from the Cardinal side to the Managed Services Partner (MSP) side,

Documented management: complete process documentation POC (allocation); created SharePoint (organization landing page); establish guidelines/templates and work closely with MSP on getting documentation GTG kicked-off/executed,

Play/Run: created a table of contents and work with identified resources to complete documentation,

Created best practices for business analysis processes and functions (from an industry and strategic standpoint), including requirements elicitation methods,

Defined requirements following SDLC, management, and project/product scope and support Scum Master in an Agile environment,

Led elicitation sessions using a variety of requirements-gathering methods such as interviews, documentation analysis, surveys, site visits, business models with executives, managers, developers, and subject matter experts,

Mediated issues across different IT teams using knowledge of IT and roles and responsibilities within the organization,

Liquid Barrier, LLC (self-employed) & COVID Relief 03/20 to 04/21

KPMG 12/19 to 03/20

A Global Audit and Advisory Accounting Company

Business Analyst/QA Analyst (contract)

As a Business Analyst/QA Analyst, served as an interface between Audit and Advisory business stakeholders and technical team members—including developers, project managers, and QA analysts. Interviewed business stakeholders to elicit business, functional, and technical requirements to be represented in a business requirements document. Stewarded business requirements through the SDLC process to production.

Performed requirements development analysis and created related documentation, including use cases, business process diagrams, use case realizations, data dictionaries, user interface storyboards/prototypes, report mockups, data conversion specifications, etc.,

Translated requirements to technical teams and worked with the development teams on the development of implementation options to then be reviewed and approved by business stakeholders,

Used JIRA to maintain and update project backlog, track development bugs, and as an information source to create BRDs,

Managed internal QA testing to validate business requirements and application functionality; created and managed UAT plan including creation of all test scripts and test data setup; executed all test scripts including regression testing; managed client UAT testing (script creation, assignment, issue tracking and resolution, retesting when bugs are detected),

Reviewed test cases and test scripts development QA group creates, as well as performed high-level testing to ensure functionality meets business requirements,

Worked with development QA group and assisted/guidance as needed to ensure traceability from business requirements through application testing; worked with development and QA teams to clarify requirements; responsibilities included interviewing and working with business clients to gather business process data and requirements,

Assisted with system role out and performed post role out functionality check,

Scotiabank, New York, New York 01/19 to 11/19

Canadian-based Investment Bank

Delivery Manager/Senior Business Analyst (contract)

As a Delivery Manager for the GWRT US organization, shepherded technology projects through the entire SDLC process. In doing so, I directly managed day-to-day project operations, including business and functional requirement elicitation, project plans, RAG project status, test plans and scripts, and UAT and release documentation preparation.

Engaged business stakeholders to identify and document business, functional, and non-functional requirements,

Analyzed new product features and capabilities to meet business requirements while seeking opportunities to provide better information security and governance; provided necessary project governance artifacts to PMO weekly,

Defined project scope and approach; assembled project team and created project budget, timeline, and milestones,

Coordinated project team to guide product development through SDLC phases: requirements, analysis/design; development, QA/testing, and product release; remediated technology issues and effectively resolved conflicts among stakeholders,

Built, populated, permission, and managed SharePoint Groups for successful SharePoint 2007 implementation,

Authored/managed the following for SharePoint 2007 implementation: BRD/FRD, project plan, site structure layout, bi-weekly project status, test plan/test scripts, QA/UAT, and roll-out activities,

Used ServiceNow as an end-user to submit tickets for computer and/or peripheral device issues,

Analyzed, planned, and implemented SharePoint 2007 implementation back-end security measures such as risk assessment form, LAM Lite, and Active Directory; used ServiceNow to feed changes to LAM Lite and Active Directory.

J.P. Morgan Chase, New York, New York 09/18 to 11/18

A global financial services company

AML/KYC Analyst (contract)

As an AML/KYC Business Analyst, supported process improvement initiatives for review of AML/KYC documents, including inspecting records and tracking the record through the lifecycle to closure.

Reviewed compliance documents such as KYC forms/templates to determine consistency with job aids and checklists; inspected KYC records, making sure all required fields were completed per KYC/AML onboarding requirements,

Reviewed current internal processes and made recommendations for process improvement and process re-engineering initiatives,

Read and interpreted client correctness and completeness of the AML KYC documents about commercial banks, corporate accounts, or treasury products.

The Bank of New York Mellon, New York, New York 04/17 to 07/18

Worldwide banking and financial services holding company

Business Analyst/Project Manager (contract)

As a Business Analyst/Project Manager for the Global OTC (The Counter) organization, I updated operational procedures to meet internal Company compliance and regulatory standards—and executed analysis to generate SLDs/SLAs to satisfy compliance and regulatory requirements.

Engaged Global OTC Collateral, Settlements and clearing, Treasury Support, and Derivative Valuation staff to update operational procedures and associated controls for internal and external audits and training purposes; established and documented SLAs with associated KPIs for/with internal and external clients and organizations. Created a project plan to manage and track all team tasks/efforts,

Designed and managed SharePoint site as document repository structure; migrated legacy documents into the new structure. The site also supported organizational processes, tasks, and ongoing automation efforts. The site additionally promoted better collaboration and communication among Global OTC staff, designed and documented derivative valuation controls for operational procedures,

Worked with Global OTC staff and external organizations such as Legal, Compliance, Risk, Data Protection, and Third-Party Governance to analyze and research elements necessary to generate SLDs and SLAs.

SE2, Bridgewater, New Jersey 09/16 to 04/17

Operations outsourcer for life and annuity companies

Business Systems Analyst (contract)

As a Business Systems Analyst for the ORION for Operational Effectiveness Team, led and coordinated efforts to integrate data from multiple source systems into a single ORION system UI. ORION is a call center system SE2 customer service representatives use to respond to customer calls involving their life, annuity, and other insurance policies.

In an Agile environment, wrote user stories to define business requirements for the business/technology solutions, which ultimately facilitated operations staff to become more efficient and effective,

Participated in daily scrum meetings providing status on Story completion; participated in Sprint grooming, planning, review, and retrospective sessions; updated Version One (Enterprise Agile tool) with story bugs/defects,

Completed research and provided analysis as needed to support management in decision-making in implementing system functionality; developed and executed proposed business and technical solutions; estimated implementation costs and efforts,

Documented process flow diagrams, screen mockups/wireframes (using Balsamiq), and procedures for performance quality because of implementations; ensured quality of solutions delivered (leading UAT); identified, developed, and executed continuous improvement opportunities for operations environment,

Led developers and QA analysts to create application test strategies and test cases and resolved bugs identified during testing.

Citigroup, Long Island City, New York 08/15 to 08/16

A global financial services company

Compliance, Regulatory Business Analyst/Project Manager (contract)

As a member of the O&T Inter-Affiliate Services team, coordinated efforts to have ICSAs (Inter-Company Service Agreements) signed by Citi internal legal entity service providers and legal entity service recipients globally. This project was part of a more significant effort to satisfy an OCC (Office of the Comptroller of the Currency) Regulation W regulatory/compliance mandate to develop a system to create and maintain Citi ICSAs going forward.

ICSA Coordination

Served as subject matter expert and advisor for ICSA execution among business, technology, service provider, and service recipient communities globally; supported the development of a new IT global service cataloging system,

Identified those ICSAs without appropriate signatures in the Inter-Affiliate Services network file and directory structure,

Scheduled and led meetings with authorized ICSA service providers and service recipients to explain the need for complying with OCC regulatory guidance; negotiated a firm date for ICSA signoffs,

Analyzed local outsourcing compliance/regulatory laws, rules, and regulations to determine if they needed modification to ICSA content,

Tracked progress and coordinated efforts to have ICSAs signed; oftentimes sought approval from local legal, regulatory/compliance departments or even outside organizations such as country central banks,

Participated in efforts to repaper all existing ICSA agreements into a new template format, post new system rollout; configured ICSA template to represent risk assessment rating.

Project Management

Developed written requirements to customize third-party, Citi-purchased applications; made recommendations for proposed system requirements and functionality, workflow processes, data, business rules, and reports based on BAU exposure; trained users on new system functionality,

Performed system testing in UAT and production environments,

Developed and maintained issues log to track system issues; met bi-weekly with the Inter-Affiliate Managing Director to review issues and assign priority levels; worked with the development team to create a timeline and implement issue fixes. Tested issue fixes in QA and production environments after implementation,

Promoted and explained new system and workflow processes and standards and drove their adoption across user teams,

Analyzed Inter-Affiliate data to document service catalog, service agreements, process flows, and training documentation

consistent with regulatory guidance,

Continued to serve as subject matter expert, helping to implement and train the user community on new system functionality and associated workflow, policies, and procedures.

JP Morgan Chase, Jersey City, New Jersey 06/15 to 08/15

A global financial services company

Business Analyst / Project Manager (contract)

JPMorgan Chase reorganized its Global Cyber Security organization. In conjunction with the reorganization, the firm developed more than several cybersecurity-related projects to protect the firm and client data and other assets. As a Business Analyst/Project Manager, engaged prospective internal clients to illicit business requirements for approved cyber-related projects and provided project management once in flight.

Business Analysis

Engaged internal clients to elicit business and project requirements to initiate cybersecurity-related projects,

Composed agendas, meeting minutes, and closeout lessons learned and sent to appropriate stakeholders; developed templates to be used for project proposals, work plans, and closeout checklists; wrote statements of work and proposals,

Collaborated with internal clients to effectively discover technical business needs and identify business value and outcomes,

Collaborated with project staff, took direction from project leads, and executed tasks consistently,

Collaborated with engineering and security teams during business analysis to ensure the needed detailed requirements were captured; developed process workflows as needed for client requirements,

Project Management

Tracked cyber security projects through the IDLC (Infrastructure Development Life Cycle),

Prepared project status/progress reports for Cyber Security PMO; planned and attended project kickoff meetings, status meetings, and closeout meetings,

Worked with project leads to develop and update project work plans, identified project milestones, and ensured milestones were met; informed leadership when, if, and why milestones would not be met,

Prepared monthly project kickoff list and worked with Cyber Security PMO to prioritize upcoming project tasks and activities,

Kept Cyber Project Excellence team coordinator up to date on issues, concerns, and overall status of in-flight projects. Worked with ITO personnel and business unit personnel to propose new projects to be added to the overall project work plan,

Helped to establish open lines of communication among Cyber Project Excellence team staff and across business lines to keep all personnel involved in projects up to date and on board with deadlines and milestones.

Bank of America, New York, New York 03/15 to 6/15

A global financial services company

Business Analyst / Project Coordinator (contract)

The Bank of America was migrating an extensive suite of operating instances (servers) over 5 years, targeting thousands of migrations annually. As a Business Analyst/Project Coordinator, ensured all applications and services were migrated, and activities required by business analysts and testers were completed as required.

Led business, system, or technical analysis/consultancy in support of application migration delivery activities for all applications in the service migration project work stream, including Windows and Unix servers,

Ensured all applications were identified and scheduled to migrate; highlighted applications that could not migrate and documented reasons why,

Communicated migration process to the business in conjunction with the communications and reporting lead,

Ensured the overall migration schedule followed the appropriate process and changes were formally communicated to key stakeholders,

Documented project risks and issues in a project log and escalated any un-controlled issues and risks to the program manager,

Pearson Education, New York, New York 03/14 to 03/15

A global education delivery company

Integration Planner (business analyst) / Project Manager (contract)

As an Integration Planner/Project Manager for the ARM (Application Remediation and Planning) program, gathered information on applications in Pearson’s North America data centers to support a data center migration effort. Led/supported associated migration planning and migration efforts; tasks were guided by migration life cycle phases: Assessment and Discovery, Migration Planning, and Migration Execution.

Assessment & Discovery

Identified in-scope application owners and captured initial application inventory and documented initial findings,

Provided ARM ‘Roadshow’ to identified application owners; Roadshow outlined program vision, objectives, strategic direction and timelines,

Built on information gathered during Roadshow, achieved consensus on appropriate application end state. Also, performed detailed discovery to build up a comprehensive application picture,

Identified application compliance through a series of scans and assessments against Pearson’s Corporate Security policy. In doing so, identified remediation actions for applications. If application anomalies/vulnerabilities were found, tracked, and coordinated application remediation.

Migration Planning

Co-authored a high-level migration strategy and schedule of events,

Led and coordinated product and application owners and software and data architects to perform future application design to establish infrastructure requirements; tracked infrastructure provisioning process,

Coordinated and tracked application builds and configuration in the destination environment,

Coordinated and tracked application technical, business unit user acceptance, and DR testing; secured appropriate sign-off(s) for formal migration commencement,

Helped to ensure resources were in place and migration tasks were assigned appropriately; participated in other final migration planning activities as production cutover approached.

Migration Execution

Coordinated and tracked production environment migration and subsequent testing,

Monitored migrated applications during a 2-week life support process to ensure applications were performing optimally,

Handed application support and maintenance to BAU (business as usual) operation teams.

Project Management & Governance

Through ARM Weekly Program project report, provided weekly project status/progress; escalated potential roadblocks and/or timeline risks to project director and other critical stakeholders; scheduled and led workstream checkpoint meetings as needed,

Wrote, updated, and managed project artifacts; maintained artifacts in Google Docs file and directory structure.

Express Scripts, Franklin Lakes, New Jersey 03/13 to 3/14

A healthcare/prescription services company

Project Manager (contract)

As a Project Manager for the Data History Loads (DHL) team, supported patient data migration for an extensive application and data migration effort resulting from the merger between Express Scripts and Medco in a triage, command center environment.

Facilitated morning Scrum meetings among project team members to review the status of all projects/efforts; maintained and updated a daily request log, which documented all organization project requests and activities,

Managed daily activities of two business analysts who wrote project-associated documentation,

Headed developer teams to resolve Command Center tickets involving inaccurate patient data; reported ticket status to Command Center leads,

Created and reviewed Master Project plan capturing dependencies and interrelationships among several functional project plans; assembled project teams, assigned and monitored team member assignments, and provided guidance and leadership,

Created documentation (playbooks) used as training collateral for resolving Command Center tickets,

Communicated with and influenced stakeholders involving key project objectives and steps to ensure buy-in,

Tracked issues and drove resolution by engaging appropriate stakeholders and SMEs,

Established and maintained processes to manage scope and change requests,

Monitored programs from initiation through delivery and managed ongoing governance; identified and developed contingency plans to mitigate and address risks,

Worked with internal and external stakeholders, including senior leadership and technology leadership team members, to implement initiatives, facilitate change management activities, and understand business priorities.

UBS, Weehawken, New Jersey 02/12 to 2/13

A global wealth management and financial services company

Business Analyst / Project Coordinator (contract)

As a Business Analyst/Project Coordinator for the Advisory Technology Solutions Group, I supported an application development team for a suite of company wealth management applications. Wrote and managed (on SharePoint) all project SDLC documentation.

Business Analysis

Wrote business requirements and documented technology approach, tools inputs, and outputs while considering objectives, risks, and constraints associated with project(s) and solution delivered; some business requirements/applications included KYC and AML functionality,

Led development and management of SDLC documentation, i.e., approach papers, non-functional requirements, functional, design specifications, communication plans, etc.,

Interpreted IT organization documentation needs and authored a plan to meet goals,

Identified changes in work scope related to requirements and ensured appropriate controls were applied,

Researched/analyzed issues; defined opportunities for business process improvements and made recommendations within assigned areas of responsibility; scheduled and led technology design specification review sessions with TDA (Technical Design Authority),

Analyzed and documented workflows, requirements, use cases, and other material to ensure

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