JOSEPH STOCKMAN

LSSMBB, ITIL, ISO/IEC *****, APMF, PM-LPC, PMEC, CCIM, TQMP, KLSC, CMS, SSLP, LCC, CSMM, LSCMC, CKF, CCSC, CEA-IT, CBP

Edgewater, NJ 07020 • 201-***-**** • adljd6@r.postjobfree.com • https://icons8.com/icon/13930/linkedinLinkedIn URL

SUMMARY

Senior Business Analyst Project/Program Manager (PMO) MBA Candidate Lean Six Sigma Master Black Belt ITIL ITSM with expertise in Big 4 Tax & Audit Consulting, Insurance, Banking, Securities, and Government. Linchpin reaching differentiated insight and discernment for organizations. Difference maker delivering fulcrum-changing products, services, and technologies that matter and giving my best work and effort. Personal connector of people and ideas solving interesting problems in concert and making things happen. Leader with a clear vision for melding technology, business process, and financial management into a cohesive view of IT investments. Upskilled at navigating the hyperspeed of digital transformation and multiple priorities and making useful decisions that work. Unique creator/inventor harnessing and mapping new technologies. Passionate and genuine, loyal and generous, open and receptive, respectful, conscientious, agile, flexible, resilient, adaptable, focused, and can manage complexity.

WORK EXPERIENCE

NAGARRO, New York, NY 2/2021 – Present

Senior Business Analyst, Data Analytics Team – Government Advisory

Engage clients in analytics-driven performance enhancements, deriving insights, informed decisions, collaborate effectively.

Process consulting to streamline IT Service Management, including process implementation, risk analysis, change management.

Leverage technology to develop, maintain, and enhance applications, products, services and processes and integrate to clients.

Optimize, automate, and execute strategies to deliver breakthroughs for better ROI in campaigns and IT processes, workflows.

Scope new opportunities with regards to creating and taking ownership of business requirements and responses for proposals.

Drive technology-led business breakthroughs for industry leaders and challengers through agility and cutting-edge innovation.

PEOPLE 2.0 (contracted to KPMG), Woodcliff Lake, NJ 2020 – 2020

Senior Business Analyst – KPMG Global Solutions Group, Audit Technology IT

Engaged in $5 Billion global tech investment and enhanced KPMG’s leadership in digital transformation of public accounting & consulting services. Orchestrated the most critical initiative of driving audit quality through smart audit platform, KPMG Clara.

Optimized Software Development Lifecycle (SDLC), banded together and collaborated with KPMG auditors, product owners, audit clients, solution leads, vendors/alliances/partners. Developed requirements and led agile Audit Tech IT Transformation.

Delivered KPMG Clara global cloud-based next gen audit platform and enabled data and analytics capabilities into one interface.

Unified, aligned, and coordinated goal hierarchies and delivered a consistent audit methodology and practice to audits across KPMG. Facilitated and executed ultra-high quality audit services, system standards and controls, and prolific technologies.

Formulated requirements and created Epics/User Stories/Acceptance Criteria/Tasks/Retrospectives. Managed agile projects.

Analyzed, configured, and migrated product SDLC processes to Microsoft Azure DevOps and scaled agile across the entire firm.

Prioritized and aligned backlog via grooming/refinement sessions with cross-functional teams supporting Audit Technology IT.

EY, Hoboken, NJ 2018 – 2019

Manager – EY Tax Technology and Transformation Practice

Transformed client’s operating models of tax and finance functions, improved bottom line, future-proofed their tax technology.

Created new opportunities for masterwork-level Project/PMO and tax technology leadership on innovative EY engagements.

Transitioned a leading global insurance and financial services client’s U.S. and International Tax Compliance activities to EY.

Garnered and executed deep-craft Requirements Management rigor and tax technology on EY’s biggest tax engagements.

Onboarded part of a leading global banking client’s $2.8 Trillion Asset & Wealth Management Trusts & Estates business to EY.

Performed work on major Life Insurer client for process improvement, accounting close optimization, expense management.

Nurtured client relationships, elevated EY’s consulting services and technology performance, as well as depth of knowledge & expertise combined with diagnostic skills & nuanced insight, propelled client’s ascension to top echelons of domain dominance.

Developed and promoted Statements of Work (SOWs) to potential EY clients and surged new business by $20 Million per year.

AIG, New York, NY 2003 – 2018

Project Manager/Senior Business Analyst – AIG Global Tax/Finance (2015 – 2018)

·Initiated Global Tax project within Tax Operations/Reporting & Analytics to transform Tax Provision process and Tax Compliance process into a single Corptax system, sharing data across processes. Automated data collection, calcs, recons, and adjustments.

·Curated and delivered accurate data in a fraction of the time it took in Excel/other systems. Turned around Global Tax processes in Days vs. Weeks resulting in transparency, speed, more focus time for reviews, analytics, tax planning, and optimized savings.

·Calibrated and refined details in all project management stages, including planning, executing/delivering, monitoring, and controlling across geographical boundaries. Balanced project constraints, scope, quality, schedule, budget, resources, and risks.

·Emissary of Tax Ops who leveraged talented cross-functional teams, collaborated with CFO group, stakeholders, business users, SMEs, Big 4 consultants, vendors/alliances/partners, Internal Audit, Legal teams, Testing teams, IT, and Development teams.

·Developed and implemented consistency of application design, best technology solutions, and business process improvements.

·Crafted BRDs, FRDs, ran design sessions, systems implementation and production support in all phases of the end-to-end SDLC.

·Coordinated systems testing including Business Analysis verification testing, QA, UAT, troubleshooting, and root cause analysis.

·Worked with Production Team on implementation planning, documentation, communication, and post-deployment hypercare.

·Supported and maintained various tax packages and tax tools including Thomson Reuters OneSource (TaxStream) software.

Senior Business Analyst/Project Manager – AIG Global Tax/Finance (2011 – 2015)

Global Tax Transformation Program

Delivered global initiative and morphed Tax processes from 95% manual into multimillion-dollar high-tech suite of applications, processes, and Organizational Change Management (OCM). Led teams in planning, building, and deploying over a 4-yr program.

Solidified the $89 Million Global Tax Transformation Business Case and secured approval of the CFO and Head of Tax to proceed.

Centralized & optimized Global Tax design for Business Units, Data, Process, Technology, Analytics, Reporting, Functional Areas.

Led multi-disciplinary teams of internal Business Analysts/Project Managers, business partners, trainers, IT, Big 4 consultants, Tax Technical, Internal Audit, and Legal that planned, built, and deployed 293% ROI solution breakthroughs over a 4-yr period.

Delivered requirements, foundational processes and technology through 11 key projects on time, on scope, and under budget.

Defined and implemented standardized project reporting for the Program Director, Global Tax Director, CFO, and Finance PMO.

Gained $350 Million Benefits through efficient processes/IT capabilities including managing $25 Billion of Deferred Tax Assets.

Senior Business Analyst/Project Manager – AIG International Insurance (2007 – 2011)

Personal Lines Insurance - Operations & Systems Group

SBA/PM for a $4 Billion Personal Lines portfolio across 70+ countries in multiple products: Auto, Accident & Health, Personal Property, Warranty, Life, Travel, PLUS. Segments included: Private Client Group (High Net Worth) and Employee Benefits.

Developed Business Cases, implemented processes, Personal Lines systems and technology magnifying ROI to 31% spanning mature and emerging international markets for my regions of responsibility (China, Southeast Asia, Far East, and Middle East).

Business/Tech Benefits: Developed $15 Million insurance administration platform to 20+ countries delivering $20 Million in incremental profits. Improved processes, reduced costs, launched new product lines and penetrated new distribution channels.

Senior Business Analyst/Project Manager – AIG American International Underwriters (2003 – 2007)

Commercial Lines Insurance (Property & Casualty) - Finance & Accounting Systems Group

Liaised with technical teams and users to develop, test, and implement accounting/financial/regulatory systems and controls.

Developed BRDs for accounting platform conversion to AXS-One ERP system modules (G/L, A/P, A/R, Financial Reporting).

Led/implemented Eagle Technology Management software for financial statement preparation and NAIC regulatory reporting.

Instituted and enhanced operational, accounting, application, and IT controls to comply with SOX and AIG’s Risk Management.

EDUCATION

William Paterson University of New Jersey – Master of Business Administration (MBA) candidate

New York Institute of Technology – Bachelor of Science (BS) in Accounting

CERTIFICATIONS

·Lean Six Sigma Master Black Belt (LSSMBB) • Information Technology Infrastructure Library (ITIL)

IT Service Management - ITSM (ISO/IEC 20000) • Agile Project Management Fundamentals (APMF)

Project Management - Lean Process Certified (PM-LPC) • Project Management Essentials Certified (PMEC)

Certified Continuous Improvement Manager (CCIM) • Total Quality Management Professional (TQMP)

Key Leadership Skills Certified (KLSC) • Change Management Specialist (CMS)

Six Sigma Lean Professional (SSLP) • Lean Culture Certified (LCC)

Certified Social Media Manager (CSMM) • Lean Supply Chain Management Certified (LSCMC)

• Certified Kaizen Facilitator (CKF) • Call Center Supervisor Certified (CCSC)

• Certified Ethics Associate - IT (CEA-IT) • Crypto Consortium - Certified Bitcoin Professional (CBP)

SKILLS

Business Analysis Software: Outlook, Excel, SharePoint, Project, Visio, PowerPoint, Word, SQL, BRD, IBM Cognos data analytics, RPA, ServiceNow, SnagIt

Remote Work Skills: Zoom, Skype, Microsoft Teams, Slack, Blue Jeans, Google Hangouts, Remote Presentations, Presenter at a Virtual Meeting/Seminar

Project/Program Management/Software: Microsoft Azure DevOps, ALM, TFS, Agile, Scrum, Waterfall, SDLC, SIPOC

IT Service Management Strategies: ITIL, ITSM, ISO/IEC 20000

Business Process Improvement: Appian Business Process Management software, Business Process Mapping, Business Process Redesign, Continuous Improvement, SOX/IT Controls, Lean, Six Sigma, DMAIC, DMADV, TQM, Kaizen/PDCA, Kanban, 5S

Corporate Tax platform: Corptax, Thomson Reuters OneSource (TaxStream), TaxTrack Indirect Tax

Audit Platform/Methodology: KPMG Clara Workflow, KPMG E-Audit, Quality Audit Methodology and Practice

Accounting/Financial Systems Software: AXS-One ERP, Eagle Technology Management (Wings)

Insurance Lines: Commercial/Business (Property & Casualty), Personal/Consumer (Auto, Accident & Health, Personal Property, Warranty, Life, Travel, PLUS products), Insurance Administration Platform, Underwriters Playbook, Actuarial SAS software

Securities Trading/Lending: Securities Trade Support, Securities Transaction Processing, Securities Lending (Stock Loan)

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