Business Analyst Senior

Stephanie J. Smith

Wake Forest, NC ***** 336-***-**** ********@*****.***

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Objective:

Seeking a remote position to validate and increase my expertise and skills in business analysis. Education:

Roanoke College, Salem, VA 1993 – 1997

Bachelor of Arts, Psychology

Summary of Qualifications:

Highly motivated and organized.

Quick learner and problem solver.

Strong leadership skills.

Able to work independently or corroboratively.

Microsoft Office.

Created, validated, and prioritized project requirements.

Analyze reports and investigate inconsistencies in data.

Track and report project status.

Systems Configuration.

Agile.

Jira.

Confluence.

Professional Experience:

Fidelity Investments

Hybrid

Senior Business Analyst August 2023 - Present

Serve as requirements expert and responsible for providing business analysis support in an Agile environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements.

Sustain an agile innovative culture and build a positive environment for the squad.

Proficient understanding of core product mechanics, record keeping systems, and regulatory environment.

Strong organizational skills to define and meet deadlines within an Agile squad structure.

Perform complex data analysis and reporting for effective client decisions.

Assist with defining test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities. Alight Solutions 2014 - 2023

Virtual, NC

Health Client Technology Analyst II – Implementation 2021 - 2023

Deliver clear analysis, test plans, and standard operating procedures for project work.

Review and support client requests and escalation management.

Manage configuration for medium to complex high priority Implementation projects.

Manage the delivery of the client acceptance testing process and identify test case scenarios for client acceptance testing.

Communicate ideas in both technical and user-friendly language. Client Manager II 2020 - 2021

Main point of contact for the client with respect to ongoing Health Benefits delivery, reporting needs, requirements definitions, large scale ad hoc projects, and service delivery questions.

Acts as the Health Benefits service lead for the client and is responsible for client satisfaction, domain consulting, and requirements creation and maintenance.

Maintains a strong relationship with the client and interacts with the client contacts on a regular basis.

Understands the client requirements and answers questions from both an operational and technological approach.

Manages projects from beginning to end by working with a global team. Stephanie J. Smith

Wake Forest, NC 27587 336-***-**** ********@*****.*** Page 2 of 3

Systems Analyst I 2017 - 2020

Understood a client’s business and functional requirements for their benefits plan and translated those requirements into system specifications.

Designed, updated, and delivered unit, integration, regression, and acceptance test plans based on configuration completed in the system.

Executed system configuration according to analysis and technical requirements. Executed test plans and recorded results.

Supported production environment (defects and trends) and executed workflow and defect management. Benefits Operations Manager 2014 - 2017

Quickly learned the Alight benefit administration system and was able to represent the Ongoing Health and Benefits team in the implementation of a large client, by reviewing requirements and performing user acceptance testing.

Produced Ad-Hoc reports using both Excel and Access.

Coordinated development of Standard Operating Procedures for internal users and Quick Reference Guide for Client users.

Assisted in on-site training of Client Benefit Specialists. BB&T

Virtual, NC

Electronic Delivery Channels Business Analyst III 2011 – 2014

Evaluated Contact Center needs and provided recommendations for process improvements.

Created, validated, and prioritized project requirements.

Participated in user acceptance and post-implementation validation testing to ensure project requirements were implemented according to specifications.

Prior to implementation of changes, evaluated impacts to forecasting, communicated impacts to appropriate contacts and provided training to impacted groups.

Credit Suisse

Morrisville, NC

Business Analyst, AVP 2010 – 2011

Provided financial analysis and management information to facilitate decision-making for Investment Banking division leaders.

Defined and interpreted requirements for Ad-Hoc Financial Analysis reporting.

Developed and executed user acceptance testing plans to ensure successful code deployment, and managed timeline to guarantee on-time delivery.

Fidelity Investments 2006 – 2010

Durham, NC

Business Management and Capacity Analyst 2008 – 2010

Developed management reporting and provided initial analysis to determine areas for focused improvement and/or cost reduction.

Created Access databases to reduce report production by four hours per cycle for three ongoing monthly reports.

Analyzed the weekly capacity report to determine capacity status, investigated inconsistencies in the data, and collaborated with management to resolve data errors.

Modernized the team's information-sharing process by creating a team SharePoint webpage that centralized the location of team documents, links, and contact information. Stephanie J. Smith

Wake Forest, NC 27587 336-***-**** ********@*****.*** Page 3 of 3

Program Analyst 2006 – 2008

Managed project budget, in coordination with project manager, identifying areas for changes to the planned budget as needed.

Assisted in development of project communications and risk management plans and created templates that were leveraged across project teams.

Recognized as the “Go-To” analyst for any tools questions from all project teams. Aon Consulting 1999 - 2006

Winston-Salem, NC

Project Manager 2005 – 2006

Monitored key deliverables by managing day-to-day administration of mid to large client Health & Benefit plans.

Articulated technical and non-technical information to colleagues and clients in a clear, concise manner.

Redesigned monthly reports to be more easily understood by the client and standardized the reporting process.

Led administration team testing on system updates and enhancements to ensure the delivery of quality product.

Collaborated with the client on issues list while responding to ad hoc work and report requests.

Tracked and reported project status to senior management.

Facilitated issue resolution between client and vendors. Business Analyst 2001 – 2005

Performed process reviews while facilitating and implementing process change, including developing process flows and templates.

Documented business requirements by acting as a liaison between senior management and developers.

Used Microsoft Access, including VBA, to report and analyze monthly performance metrics.

Developed and maintained training materials for projects.

Worked with systems development teams and end-users to define, document, facilitate, communicate, and manage the qualification process for various systems.

Ensured product integrity through stringent execution of standard systems quality assurance methodology processes and procedures.

Data Analyst 2000 – 2001

Maintained extensive knowledge of client’s benefit plan and processed employee benefit paperwork using Aon’s benefits administration tool.

Communicated with case manager, client team, and team leader regarding client needs and system issues.

Researched and responded to client inquiries.

Customer Service Representative 1999 – 2000

Advised participants about benefit plans and maintained call notes.

Performed research and follow-up when necessary.

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