Kerwin Valcin

*** **** ******, ********, ** ***68

440-***-****

adddpu@r.postjobfree.com

Profile of Qualifications

Program management, systems simulation, IT, process development, staff leadership, analysis, documentation, reporting, organizational collaboration and problem resolution.

Education: Swarthmore College Bachelor of Arts - English Literature 2000

FINRA Series 6 & 63, Property & Casualty licenses and Chartered Life Underwriter candidate.

Industry Experience: Municipal Bonds, Annuities, 401k Plans, 403b Plans, Traditional IRA’s, SEP IRA’s, SIMPLE IRA’s, managed accounts and other retirement solutions, tax regulations & forms, funds (mergers, liquidations & block transfers), riders, commissions, medical billing life cycle, medical claims process, feasibility analysis, time & value of money calculations, enterprise compliance best practices, estate planning, RFP/RFIs, internal and external customer relationship management/coordination, HR consulting, multi-media, marketing, Robotic Process Automation (RPA), Business Process Management (BPM) tools.

Software: People Soft, SalesForce, Electronic Data Interchange, Trimark Transcend, data warehouses, On Demand Document Management System, Kofax, Filenet, Extended Dynamic Views (EDV), Exstream Software, SAP Business Objects, Crystal Reports, Oracle, Interactive Voice Response (IVR), JIRA, Cucumber, MS Suite & Paint, Visio, Visual Basic, SnagIt Editor, iRise,SharePoint, QTP, TCS BaNCS, WAVE, Top Team, ALM, Life Insurance proprietary software, Intranet Smart Forms, LDAP, Active Directory Federation (ADFS) and Smart Office software, Live Engage, Agent Workflow System (AWS), Qualtrics Software, Swagger.

Business Analysis: Fit-Gap Analysis, Business & Functional Specifications, Use Case Scenarios, User Stories, Gherkin Scenarios, Traceability Matrix, Interactive Mockups & Prototyping, Process Improvement (i.e. Lean, Value Stream, SMART, SIPOC), Create-Read-Update- Delete (CRUD) Matrix, Software Design, Risk Assessment, RFP/RFI Evaluation.

Testing: Test Plan, Test Cases, Regression & Negative Testing, Testing Automation, Defect/Bug Tracking, Performance Testing, User Acceptance Testing, Feature Files

SDLC: Waterfall, Agile (i.e. Scrum, Test Driven Development and Kanban)

Languages: French, Gujarati, Haitian-Creole, German, Mandarin, Polish, Russian, and Spanish.

Career Track

Senior Business Analyst, Fiduciary Exchange, LLC, Berwyn, PA November 2019 – Present

Product owner of several enterprise applications.

Software user guide creation for external client (insurance carriers, advisors) consumption.

Creation of external client marketing documents.

Software test planning and test case creation.

Requirements gathering and user story and use case creation.

Act as project manager for various projects.

Whitebox and blackbox testing.

Internal process evaluation and improvement recommendations.

Interviewing of potential candidates.

Host lunch and learns to orient staff with new/revised legislations/regulations.

User Acceptance Tester/Business Analyst, Iron Mountain (IRM), Royersford, PA May 2018 – October 2019

Interviews, meetings and interactions with Customer Care teams to document current state (via SIPOC and process flows) processes, nice to haves, pain points, bottlenecks/inefficiencies, stakeholders/affected teams.

UAT Test planning and execution.

Documentation and communication of test plan results through resolution prior to feature/function release.

Application Management Support and implementation of on-going functionality on behalf of A2C business users, for applications managed by the Business Solutions Team.

Assisted in training and served as SME and administrator for designated applications.

Support Business Solutions Telephony Engineers, Hardware Support and Business System Analyst(s) as requested in an effort to ensure business user satisfaction and operational continuity of supported applications.

Served as a point of contact for Sales Force Service Cloud initiative.

Provided project support as business analyst, test lead, product owner, subject matter expert and project manager.

Senior Business Systems Analyst/Test Automation Engineer, UST Global (at Vanguard), Malvern, PA April 2016 – January 2018

Responsible for overseeing the development and management of cross functional team strategic initiatives. Performed executive status reports, KPIs, project kick-off sessions, root cause analyses, RFIs and RFPs, Risk Assessments, business & technical specifications, cash-flow, risk analyses, project financial forecasting, Voice of Customer, Process flow mapping, value stream mapping, Kanban, Fit-Gap analysis and SIPOCs development of business line software applications and business line lesson learned assessments.

Robotic Process Automation (RPA) recommendation of repetitive business processes.

Transitioned software development efforts to a test-driven development (TDD) process, which brought QA testing in on the front-end of the development cycle for gains in code quality, software functionality and programmer productivity. Developed, designed, planned and scripted testing scenarios for feature file.

Assisted Vanguard Compliance business units in meeting US/non-US regulatory deadlines (e.g. Enhanced Due Diligence, Customer Due Diligence).

Product Systems Analyst/Project Manager, MedRisk, King of Prussia, PA January 2016 – April 2016

Provided Project Management and Systems Analysis oversight of cross functional matrix organization supporting corporate strategy for product optimization across all product categories. Responsible for developing and implementing standard industry methodologies including process flow mapping project schedule, budgeting, FTE resource assessments, scope development and management, project risk analysis, project analytics, KPI, development of functional area strategies, and Site Leadership Team (SLT) key performance reports and portfolio analytics.

Provided direct oversight in continuous improvement of project deliverables and multi-disciplined team communication.

Provided mentoring to junior business analysts.

Senior Business Analyst, Princeton Information Systems (at Guardian Life) Allentown, PA March 2015 – December 2015

Proactively identified opportunities for technology to improve business processes and re-engineering.

Ensured that customers’ system and business requirements were met by monitoring available metrics and collecting customer feedback. Acted as the customer’s advocate in IT to ensure that problems were resolved effectively and expeditiously. Created process flow diagrams to identify, analyze and improve existing business processes. Created detailed reports for various business units using SAP Business Objects. Served as mentor to junior business analysts and operations representatives.

Maintained regulatory deadlines (e.g. mutual fund material changes, tax form changes)

Tested changes, enhancements, and new programs or functions to ensure they met customer requirements. Performed user-acceptance testing and defect tracking for new software releases.

Technical Analyst/Financial Analyst, Rose Glen Advisors, LLC. (Formerly CMS Companies) Wynnewood, PA April 2012 – March 2015

Prepared financial planning materials for client meetings. Utilized various life insurance carrier software to generate life insurance, disability and long term care illustrations (i.e. in force and new business illustrations, 1035 exchanges, term conversions etc). Created report cards and delivery kits for clients’ insurance policies. Managed client insurance portfolio, researched and analyzed investment opportunities and made recommendations. Prepared detailed analyses and presented findings in the form of charts and graphs to compare product competitiveness (in terms of IRR, ROR, present value, cash value, etc.). Expertly created Smart Office dynamic letter templates and crystal reports.

Business Systems Analyst, MetLife, Wilmington, DE

November 2009 – April 2012

Led and facilitated business requirements sessions with cross functional global MetLife business units. Business and functional specification creation. Skillfully translated documents between English, Polish, Portuguese and Spanish. Expertly functioned as SharePoint Site Administrator & Team Trainer and engaged in analyzing project requirements, developing business testing strategies and recommending courses of action. Created HP Quick Test Professional software training guide and test cases.

Assisted in the insurance sales illustration system going live in over 15 countries.

Created and executed automated/manual software test plans, cases and scripts addressing areas including database impacts, software scenarios, functional testing, performance testing, regression testing, positive & negative testing, error/bug retests and usability. Performed user-acceptance testing and defect tracking for new software releases.

Business Systems Analyst, Independence Blue Cross, Philadelphia, PA November 2007 – November 2009

Led requirement sessions to capture business and functional requirements. Expertly produced parameters for new-product standards, tools & templates. Executed requirement reviews and participated in specification development & documentation design. Crucial participant in defining system modifications & coding, tracking new-product implementation schedules and documenting activities, problems & defects in Incentive system. Created custom reports using Oracle Reports Builder.

Communications Representative & Subject Matter Expert, Vanguard, Malvern, PA January 2004 – November 2007

Provided consulting solutions in 403(b)(7), corporate retirement, profit sharing, money purchase and pooled-account plans. Management of redemptions, transfers, exchanges, rollovers. Resolved questions and escalated issues.

Subject Matter Expert leading Vanguard business unit in identifying updates or fixes to Vanguard online forms, website and or procedures. Process improvement recommendations led to overall decreases in process cycle time. Performed User Acceptance Testing on bug fixes and enhancements.

Financial Consultant & Business Analyst, Public Financial Management, Middleburg Heights, OH July 2000 – January 2003

Responsible for quantitative, analytical and technical support for accounts such as State of Ohio Treasurer’s Office, Cities of Willoughby, Sylvania, South Euclid, Oxford, Ontario and Sidney, Lucas & Portage counties.

Drafted comprehensive credit rating analyses for Moody’s Investors Service, Standard & Poor’s and Fitch, as well as statistics relating to credit ratings and position.

Collaborated with clientele regarding various requests, negotiated bond sales, sized bonds and acquired credit reports.

Diligently reviewed financial statements, provided pre- and final bond pricing analysis and executed special assignments as necessary.

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