Sr Business Analyst / Project Manager

Project Management/Business Analyst/Quality

Diversified Information Technology Professional with 10+ years’ experience in full life cycle Project Management, Business Analysis, and Quality/Test Management with complex Web based applications, Data Warehouse and relational databases. Collaborative business partner with a demonstrated track record in the areas of project scoping, business solutions planning, business process, data mapping, resource planning, budgeting, testing and training. Effective functional and cross functional manager with a proven ability to unify and motivate teams and meeting time sensitive project objectives within budget. Industry experience includes financial services, banking, insurance and health care in Waterfall and Agile environments

Technical Skills:

Tools: Power BI, SQL, Microsoft Office, Azure, Visio, Jira, Agile, SharePoint, Service Now, Docushare

Operating Systems: Microsoft, Linux

Databases: Oracle, Sybase

CONTRACT EXPERIENCE:

HARVARD MANAGEMENT COMPANY, BOSTON, MA (12/22 – 6/30/24)

Project Manager / Business Analyst

Manage the development phase of HMC internal investment system Crimson, implementing Phase two to support business solutions

Lead development team providing direction and insuring target deliverables meet predefined standards on time

Liasson with investment team to design, document and build new functionality and reporting, identifying scope

Translate client requirements into clear and actionable tasks for the development teams

Oversee the efforts of the QA team, document test cases, assist in testing

Review/report project milestones to senior management

UNFI, RI (12/2019 -12/21)

Software Analyst/Master Data Management Project

Support Application Development of a master data management/governance/analytics tool that provides a data model-driven approach to design enterprise wide data management, business intelligence solutions.

Managed an e-commerce project for high profile client which improved data and product quality

Managed database creation project which allowed the business sponsor an efficient approach to data cleanse for “big data”

Managed on-site training project for business users to understand and utilize the new EBX system

Managed creation of test site to support code fixes and regression testing, performed ad hoc testing

Integrated vendor feeds into staging, mapping and consolidating into master database for data governance

Created SQL scripts to extract product/client data to support business requests

Prepared test scripts, test data for Master Data Governance application that supported UAT testing

Participated with the Quality Assurance, Technical team, Operations and Application Development staff to create work plans /process flows to support strategic initiatives, business plans and emerging business needs

NEW HORIZONS COMPUTER LC (5/2019 – 9/2019)

Business Intelligence Program

Training/Skills: Data Warehousing Design/ Implementation, Tableau, Power BI

PMBOK Project Management Training Course

CVS HEALTHCARE, RI (9/2018 – 3/2019)

Project Manager

Managed a portfolio of ten plus projects supporting the Rx Data Warehouse across multiple business lines and partnering with several application teams in a dynamic fast-paced environment

Collaborate and mentor the Business Analysts through the requirements effort providing guidance, direction and coaching to ensure acceptable requirements for a successful RxDW solution.

Managed customer implementation projects from planning to Go-Live managing the project budget within ten percent

Managed change requests and the impact to budget, scope and timeline

Led the implementation team which included analysts, software engineers and QA engineers

Managed vendor relationships per project requirements/deliverables acting as central point of contact

Prepared and managed the RAID and proactively addressed risks, issues, and mitigation planning

Prepared business “hand over” documentation and supported implementation warranty period

Actively worked with Business Analyst teams in business solution planning, use case development, process flows and customer requirements throughout the development lifecycle

Successfully provided daily and weekly updates to PMO leaders, business partners, project team, and offshore personnel

Responsibilities included project/resource planning, budgets, change requests, meeting facilitation, overall team coordination

CITIZENS BANK, RI (12/2017 – 6/2018)

Project Manager

Managed site implementations and triage team for 5mil+ project for the rollout of hardware/infrastructure for 79 back office banking locations. Hired by Senior Management to turn high visibility troubled project around with limited resources and budget under extremely tight deadlines. Responsibilities included

Managed on site implementations of managed print devices at back office locations overseeing outside vendors and hardware/infrastructure requirements

Led bank’s technical team identifying, managing and mitigating project risks and improving/redefining processes.

Provided onsite training to over 200 colleagues on new devices and application software

Managed triage command center identifying issues and solving on site problems via dispatching to appropriate vendors/ technical teams to turn around incidents quickly and efficiently

Created and analyzed metrics providing site over site data visualization/analytical reports to Executive Management

Performed post-implementation review to ensure project initiatives were met

FIDELITY INVESTMENTS, RI (9/2014 – 12/2017)

Project Manager/Senior System Analyst

Performed as Project Manager and Senior Systems Analyst supporting the delivery of financial and business intelligence solutions to Retail business clients in the areas of Risk and Compliance, Internal and External Fraud, Money Laundering and Excessive Trading using Actimize, and an Oracle rules based engine.

Prepared and presented portfolio of projects to business sponsors/decision makers emphasizing milestones, business risks/issues and cost/benefit analysis, weekly

Led on/off shore teams determining daily priorities; identifying, managing and mitigating project risks and impact to deliverables

Mentored business analysts and was reassigned analysts projects that were in jeopardy of failing

Managed client expectations, project scope, identifying risks/issues and developing solution to minimize risks

Managed priorities for multiple projects related to requirements gathering, writing functional specs, process flows, updating manuals, end user documentation, supervising testing and general liaison work between SME’s, business clients and technical teams

Reviewed and approved test strategy/ test cases, performance testing for projects, test data and environments; coordinate and facilitate UAT testing with stakeholders

CITIZENS BANK, RI (2/2013 – 9/2014)

Project Manager/Senior Business Analyst

Senior Analyst /Project Manager supporting Credit Risk Data Warehouse used to gather and report requirements related to the Bank’s data governance and compliance/regulatory reporting

Mentored business analysts critiquing work and providing guidance and support

Chosen by Sr Management to replace analyst on high visibility, politically sensitive project to facilitate and expedite the regulatory reporting project of loan portfolios

Analyst assigned to project team to turn around failed data governance project to build dashboard for regulatory reporting

Prepared PMO documentation to support project management and desired deliverables and provided updates to stakeholders

Identified and analyzed business problems for loan portfolios and defined the scope of activities required to address the issues, including requirement definition, current/future process review, gap analysis, system testing

Involved in all aspects of projects, including documentation of project needs, analysis/research of needs and possible solutions, gap analysis, use cases, prototypes, workflows, gathering and documenting business requirements

EATON VANCE, BOSTON (4/2012 – 1/2013)

Senior Business Analyst

Senior Analyst supporting Marketing Strategies Group. Work closely with stakeholders to identify sources of retail/institutional product data for fund investments and opportunities for automating its distribution to internal and external clients.

Researched, analyzed, designed and documented business requirements to automate Performance of Investment presented in Shareholder Reports for retail and institutional funds

Analyzed and mapped data from multiple databases, identifying gaps and inaccurate data storage via SQL

Analyzed business process required for automation, identifying improvement opportunities to support efficient workflow

Researched and scrubbed imported data to meet requirements and support investment performance calculations/ reporting subject to risk and compliance regulations

Utilized CA Workload Automation (ESP) to extract, transform and load data from the data warehouse to the marketing database

BBH, BOSTON (7/2011 – 4/2012)

Senior Business Systems Analyst

Member of team of three responsible for complex implementation of Charles River trading compliance system to allow bank to utilize derivative functionality, involving 34 data feeds and complicated security matching logic.

Mapped Charles River source files to Adapter staging tables to move data from source files to database

Tested batch file feed processing via job streams for the importing of 34 data feeds, validating database table updates into CRD utilizing SQL, stored procedures and functions. Searched through log files to identify source of failures

Wrote business requirement documents for Charles River upgrade with an emphasis on derivative, equity and fixed income functionality

Determined data feeds required from Bloomberg to meet business requirements and mapped data to Charles River database

Tested data feeds properly populated CRD tables and security, holdings were properly reflected in CRD front end for all security types

Identified and documented implementation process for matching securities from multiple customer data feeds to the CRD database

Developed and implemented test cases required to test complex security matching logic via the database using SQL, stored procedures and functions

COMPTROLLER OF THE CURRENCY, STATE OF MA (5/2011 – 7/2011)

Consultant

Tasked with developing templates based on standards and best practices for Business Requirements, Functional and Quality Assurance Requirements for business analysts, developers and quality professionals to adopt in practice.

Developed Business Requirements and QA templates within the Rational JAZZ platform utilizing Rational Requirements Composer, (RRC) and Rational Quality Manager (RQM) in relation with Rational Team Concert (RTC) using an Agile methodology. Presented Jazz platform with integrated templates to managers for approval

Modeled Comptroller’s current project in Jazz framework using these new standards as the pilot

FM GLOBAL, JOHNSTON, RI (6/2009–12/2011)

Senior Systems Analyst

Project team member responsible for revising business requirement documents, translating into test cases and building a database to test all financial transactions related to the replication and implementation of an International Accounting System

Performed in-depth data analysis and mapping of 12 databases to determine authoritative sources of data, data integration and interrelationships to be mapped in new Global Accounting Application

Searched through application code to find source of data and mapping issues

Partnered with business users and performed business analysis amended business requirements to ensure that test criteria was met for each testing deliverable within project deadlines

Other Clients Include:

FM GLOBAL, NORWOOD MA QA Manager

OMGEO, BOSTON, MA Senior Systems Analyst

PUTNAM INVESTMENTS, BOSTON, MA Project Lead, Senior Systems Analyst

FIDELITY INVESTMENTS, MARLBOROUGH, MA Senior Business Systems Analyst

Education

Business Intelligence Certificate Program, New Horizons Learning, Lincoln RI

Master of Business Administration, Bryant University, Smithfield, RI

Bachelor of Science, University of Massachusetts, Dartmouth, MA

Java Certificate Program Worcester Polytechnic Institute, Worcester, MA

Client/Server Development Program Certificate Clark University, Framingham, MA

Commercial Banking, Real Estate Finance Certificate Boston University, Boston, MA

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