SENIOR BUSINESS ANALYST
Solutions-driven Business Analyst with a solid background in strategic business analysis, change management, and risk assessment. Extensive experience in providing strategic leadership to cross-functional teams in the development, documentation, and delivery of process innovations driving the attainment of business goals.
Disciplines: Project Management, Business Process Analysis, Functional Architecture, Data Mapping and Modeling, Business Intelligence, Accounting (G/L, Budgeting, Financial Management and Analysis)
Applications: PeopleSoft Financials 9.2 (General Ledger, Accounts Payable, AR/BI), Oracle Financial Apps 11i (GL, Workflow, Purchasing, Fixed Asset, Database Integrator), Aqua Data Studio, Business Objects, Hyperion Essbase, Cognos Tools, MS Office Apps (Access, Excel PowerPoint, Projects, Visio), Microsoft SharePoint, MHC Document Express Check Application, SolarWinds IT Service Management
Reporting Tools: Peoplesoft (PS) Query, PS/nVision, PS Tree Manager, SQR, Hyperion Reports
Programming and Languages: Peoplesoft SQR, Oracle PL/SQL, SQL Plus, SQL,
Databases/RDMS: Oracle, SQL Server, MS Access
Operating Systems: Windows NT, Windows 2012 Server, Citrix, NovellGNU/Linux, Digital UNIX, and Solaris
JEFFERIES FINANCIAL GROUP LLC, New York, NY Feb. 2014 – Present
Assistant Vice President, Business Analyst
Served as Business Analyst with Jefferies (JEF), an investment bank and global financial services company. As part of the JEF Global Corporate Systems team, managed General Ledger, Accounts Payable, AR/BI modules on our ERP financial management system (Oracle PeopleSoft). Coordinated with various JEF IT infrastructure groups to deliver key information technology initiatives.
Implemented PeopleSoft Financials 9.2 GL, AP, AR/BI modules for parent company. Worked on all phases of project development, user acceptance testing, production support, and end-user training. This resulted in improvement of quarter-end close process from 3.5 weeks to 2 weeks.
As part of Jefferies IT global initiative for FY 2019, managed global Windows 10 application integration and other network upgrades for Peoplesoft end users. This reduced client issues and improved productivity by 20%.
Implemented JP Morgan Chase Positive Pay bank module to MHC Document Express check processing application. This resulted in 100% compliance with SOX audit guidelines.
Took initiative by leading IT risk and control SOX compliance for parent company. 100% compliance led to departmental budget net gain of 15% profit.
Prepared ad-hoc financial reports as well as regular monthly, quarterly and year-end reporting. Created and used queries for data gathering using Peoplesoft SQR and SQL. This increased end-user productivity by 25%.
Implemented multiple business units customized to each client’s individual process, for several lines of business spanning across equities, wealth management and investment banking.
Upgraded, tested, and migrated financial applications from Windows 8 to Windows 2012 server.
RUSSELL JONES firstname.lastname@example.org Page 2
ROBERT HALF TECHNOLOGY, Princeton, NJ May 2010 – Dec. 2013
Financial Systems Consultant
Worked as a consultant on the behalf of Robert Half for the Secondary School Admission Testing company, managing financial systems software packages, specifically the SAGE Accounting software package.
Transformed company business requirements to implemented solutions, using SAGE financial accounting system. Improved company business process efficiency by 25%.
Developed and implemented financial reports- P&L, balance sheets, expense reports, fixed assets, trial balance reports, in SAGE accounting system. Reduced analysis and production time for business users by 30%.
Identified 3rd party financial application interfaces to SAGE accounting system. This provided a cost savings of $150K for client.
Conducted 4+ levels of testing, including functional, user acceptance, integration, and performance as part of implementation process to confirm client business requirements.
RENAISSANCE ECONOMIC DEVELOPMENT CORPORATION, Somerset, NJ Jan. 2005 – Apr. 2010
Executive Director of Finance & IT Operations
Provided strategic management, technology and organizational development (including program management, financial systems/services and property management) for $8.5M 501(c)3 corporation.
Project managed implementation of MIP Non-Profit Accounting system. Linked financial data in MIP database tables to Microsoft Access for custom report generation, and integration to Microsoft Office applications. This improved financial reporting and year end close process by 35%.
Achieved a revenue growth from $700K to $2.95M per year within my area of management, while keeping overhead costs low. Reduced overall corporation debt service by 25% in less than one year.
Prepared and analyzed monthly and quarterly financial statements, and reports, including compilation and analysis of data to be included in monthly communications with Board of Directors.
Applied accounting and auditing principles and techniques to ensure that data integrity, internal controls, and audit trails were maintained throughout all financial system applications.
ADDITIONAL RELEVANT EXPERIENCE
BCT PARTNERS CONSULTING LLC, Newark, NJ
QUICK & REILLY / FLEET SECURITIES (Bank of America), New York, NY
Financial Systems Officer
EDUCATION AND TRAINING
Master of Science, Management of Technology
New York University, Tandon School of Engineering, New York, NY
Bachelor of Arts, Economics / Finance
Fordham University, New York, NY
US NAVY- USS Gridley CG-21, Petty Officer 3rd Class, San Diego, CA
Received Navy Good Conduct Award four years outstanding service.