Rodolfo Giannandrea Jr.

** ****** ******

Braintree, MA 02184

781-***-****

Email: adpals@r.postjobfree.com

PROFESSIONAL SUMMARY

A seasoned Accountant & Senior Business Analyst Professional with over 30 years of experience in multiple facets of the Financial, Health Care and Utilities industries, as well as Government Service. Duties performed include, but not limited to: Business process redesign, IT, accounting & financial analysis & audit, solicitation of requirements, testing, developing processes / IT diagrams, tracking documentation and writing business specification documents.

Demonstrated achievements have resulted in the improvement of business operations by streamlining processes and controls, developing IT solutions, influencing business partners to focus on growth & exception processing, and productivity efficiency improvements. Proven abilities as a strong leader focused on analytical problem solving and delivering results to the customer / client.

Qualifications in: accounting administration, business planning, systems technology, staff development, client service and project management.

SYSTEMS KNOWLEDGE: Microsoft: Excel, Word, PowerPoint, Project, Bloomberg, Hogan, Multi-currency Horizon Accounting, Visio, Turbo Tax, Quicken, Quick Books, Internet & Inter-woven, E-room, beginners knowledge of Microsoft Access, Greenbar, Intrader, Rational Req Pro (RUP / SSUP), ClearQuest, JIRA, SharePoint, TOAD (SQL), Essbase, Quality Center, UI_Planner, Business Objects, Documentum, Congos, Mass Forge, Ensemble, ALM, WealthCare Administration, WealthCare Invoicing, Masterworks, Airport, MMARs

ACHIEVEMENTS

Developed EOHHS Business Requirements documents for numerous projects where outdated MS Access databases needed replacing.

Performed compatibility testing on the upgrading EOHHS browsers vs. EOHHS active applications.

Drafted and documented User Guide for upgraded application of Appeals Processing System II.

Worked with junior Business Analysts to provide mentorship and guidance in performing BA tasks.

Supported all facets for the Private Label project.

Supported the implementation of UIPlanner across the US Regulated entities, as well as the development and establishment of the associated UIPlanner processes.

Responsible for supporting the UI Regulatory Planning and Analysis Manager in managing key inputs and overall process steps, timing, coordination of resources, and ensuring successful outputs of the new process.

Performed successful tool and interface implementation, maintenance and UIPlanner version control.

Developed a UI training program, prepared end user training materials and conduct end-user training.

Ensured that quality measurements and monitoring mechanisms are in place to ensure that deliverables meet or exceed expectations and integrate with overall project objectives on UI_Planner project.

Served as System/SQA testing team lead by creating and executing test scripts for data extracts, reconciliation, and reporting functionality. Analyzed and reported on all test scripts that were executed to ensure expected results were achieved. This ensured our unit was audit compliant within the company guidelines and quality of testing was achieved.

Managed issues and risk reports for the TDR Project Team. Ensured that all issues and risks were accurate and all statuses and comments were up to date. Responsible for designing and producing applicable issues reports for appropriate stakeholders and team meetings. Reports were used by all stakeholders to gauge project issues and were also used as a compliance tool to track, log and close out all issues for the entire project.

Lead analyst for Intrader system by working with analysts, developers and technical team. I was responsible for providing a complete comprehensive functional specification for the project, while becoming a “Subject Matter Expert” for the Intrader system.

Developed budget management tools for HIPAA project where none existed previously to ensure funds were not being overspent. The reconciliation process I developed managed project spending and eliminated overpaying of vendors which had previously been widespread and provided valuable cost savings to the overall project.

Developed and managed multiple project management reports to the PMO office for the HIPAA project which involved monthly / bi-monthly updates to upper level management. These reports allowed all levels of upper management to receive up to date reports in formats that were compliant to their needs.

Worked with all HIPAA project teams in ensure they were prepared to be compliant by a federally mandated deadline. Assisted all teams in various capacities such as; developing use cases, developed medical code traceability matrixes, interviewing business users to develop business / IT specification documents, documenting and resolving issues / risks and perform cost benefit analysis.

PROFESSIONAL EXPERIENCE

Massachusetts Department of Transportation, Aeronautics Division, Boston, MA April 2018 - Present

Accountant III

Provide direct support to the Director of Administration and Finance in performing all fiscal activities related to the Aeronautics Department, as well as, the Massachusetts Unmanned Aerial System Test Center (UASTC)

Develop & document procedures, processes, internal controls and best practices for Aeronautics Department as it relates to its business operations

Develop & document policy, procedures, and best practices for the use of Drones to optimize cost, data quality, safety, and timeliness of business operations

Primary liaison to perform all fiscal activities related to the Commonwealth of Massachusetts’ Aircraft Registration Program pursuant to 702 CMR and M.G.L.c.90

Primary liaison to perform all fiscal activities related to the Commonwealth of Massachusetts’ Airport Improvement Program (AIP) as defined in Title 49 of the United States Code (U.S.C.) and MGL Chapter 90, Section 51K 702 CMR or M.G.L.c.90

Prepare and enter payment encumbrance and revenue documents into MMARS

Process and deposit payments received by the Division on a daily basis

Perform a reconciliation of depository bank, Office of the State Treasurer and MMARS for all revenue received.

Monitor MMARS document catalog daily to ensure timely delivery and approval of documents and work with fiscal staff and the Comptroller’s Office to resolve any discrepancies

Assist Director of Administration and Finance on any designated fiscal functions/tasks

Assist the Internal Control Officer by providing documents in an Audit

Provide support on fiscal activities related to the Commonwealth of Massachusetts Airport Safety and Maintenance Program (ASMP), the Aeronautics Division’s Operational Account, and the registration of all Private Restricted Landing Areas (PRLA)

Excellent verbal, written and interpersonal communication skills

Ability to manage multiple priorities simultaneously

Exquisite attention to detail and organizational skills

Demonstrated ability to manage high-level and high-profile internal and external stakeholders

Ability to maintain confidentiality in all matters

Comfortable in a fast-paced environment

Proven strengths and developing relationships and implementing change

Passion and ambition for innovation and government work

Executive Office of Transportation, Aeronautics Division, Boston, MA

Senior Business Analyst for Technology Division May 2017 – April 2018

Evaluating existing data and systems in terms of their ability to support strategy and business operations

Developing specifications for dashboards and reports as defined by the business sponsors

Organize data collection strategies to populate system

Developing data requirements and Data Dictionaries

Analyze business and user needs, and document specifications to meet those needs

Working closely with all IT Managers and business users involved with the project to identifying business rules to

aid in the functional specifications of tasks

Work with the Vendor Team to implement their product

Act as a liaison between customer and technical solutions/support groups to identify business process, and design solutions to business problems

Performing business process modeling for operations procedures, including process improvements and efficiencies

Developing reports to communicate schedules, issues, risks and project changes to project stakeholders and project manager

Develop project documentation as needed; business requirements, use cases, functional specifications, data requirements and documentation for business training materials

Perform system test and support QA testing

Conduct user testing to ensure proper functionality prior to implementation

Provide mentoring to other business analysts

Alegeus Corporation, Waltham MA

Senior Business Analyst Jan 2017 – May 2017

Develop test scenarios & test cases.

Assist in testing data preparation.

Report defects from testing to developers.

Assist in research of defects from testing data.

Develop and maintain BRD for project.

Document new protocols for internal User Guide.

Documented new procedures for Client.

Assist in rollout of enhancements to the system.

Maintain and update all requirements.

Performed review of Business Solutions Document for gaps.

Work with the vendor to better understand their needs and assist in their documenting of new features and protocols.

Document data flows that were developed for the client.

Ensure all data was handled within the company privacy / protocol and stored / securely disposed of.

Commonwealth of Massachusetts Executive Office of Health and Human Services, Quincy MA

Senior Business Analyst for Applications Technology Division Sept 2016 – Nov 2016

Provide business systems analysis and process redesign expertise, interacting with business partners to clearly define and document requirements and use cases.

Lead the business / technical requirements development effort.

Gather requirements for IT development projects by conducting interviews; workflow analysis, process analysis, and observation sessions.

Define and develop business requirements and functional specifications for a new/enhanced software system.

Evaluate information from multiple sources and help distinguish user requests from user needs.

Understand systemic data requirements as they relate to enhancing/changing the business process or system.

Define precise and accurate acceptance test criteria that will be used by Quality Assurance tester and end-users to ensure that business owner intent is captured.

Participate and coordinate required testing/validation of system enhancements and fixes, creating and executing the test cases including problem determination and resolution.

Utilize JIRA for defeat tracking; Test Tools such as Rational Quality Manager (RQM) and JAWS.

Apply project management standards ensuring obstacles and risks are identified, tracked and escalated and communicated to team members and PM accordingly.

Work with all levels of internal client team to analyze current business and software development processes.

Facilitate and clarification of customer business need and translate them into the application and operational requirements.

Ability to properly handle personal and sensitive client data and ensure it is properly disposed of or securely stored.

Conduct feasibility study of existing systems, creating use cases from a backlog of requests for enhancements, data conversions and integration with existing enterprise applications.

Facilitate change management activities between the project team and IT service groups

Participate in all phases of the project lifecycle with emphasis on business requirements from development to the roll-out of enterprise applications.

Work with business users to plan and document user requirements and use cases.

Serve as the primary contact between the technology team and business users;

Manage and support expectations of business owners.

Collaborate in end-user training development and implementation.

Work with help desk operations to create and implement support procedures.

Blue Cross Blue Shield of Massachusetts, Hingham, MA Sept 2015 – Sept 2016

Senior Business Analyst (Consultant) for Consumer Payment Solutions

Developed test scenarios & test cases for Private Label Offering project.

Performed review of Business Solutions Document for gaps.

Worked with the IT solutions team to develop a testing timeline with dependencies.

Drove the processes of the business both in “To Be” and “As Is” formats to understand business requirements and translate them into specific software requirements, business process flows and recommendations to drive business value.

Effectively communicated with constituents to deliver solutions, process changes, business flows and user impacts to everyday tasks of the stakeholders.

Partnered with Project Manager to manage work to ensure priorities are aligned to the business needs, project roadmap, deliverables and milestones.

Worked with the vendor to understand their needs and better grasp their platform.

Worked with sales team to document new sales flows that were developed for the PLO project.

Ensured all data was handled within the HIPPA protocol and stored / securely disposed of.

National Grid, Waltham, MA July 2015 – Sept 2015

Senior Business Analyst for Gas Control Management System (GMS) Supervisory Control and Data Acquisition (SCADA)

Gather & documented business & user requirements for business approval.

Created Business Analyst responsibilities presentation that was used by senior management.

Created protocol and templates for documenting issues, risks, formal sign off and change requests.

Scheduled, organize and document meetings to facilitate information gathering, issue resolution, and project planning requirements.

Commonwealth of Massachusetts Executive Office of Health and Human Services, Quincy MA

Functional Business Analyst for the Massachusetts Health Exchange (HIX) Project July 2012 – June 2015

Participate in high level and detailed level JAD Sessions with various vendors to elicit requirements for the exchange and lay out the vision for the future for the Affordable Care Act.

Participate in targeted subject area interviews with the System Integration vendor to brainstorm ideas and provide subject matter expertise.

Co-ordinate tasks for the JAD activities (Identify team participants, subject matter experts, work with Vendors, etc.)

Act as a liaison between the System Integration Vendor and the various subject matter experts in the commonwealth. Review the high level and detailed level design requirements, business process models, storyboards, wireframes and provide input, identify gaps and drive action items to closure.

Conduct research on open issues and perform necessary business process mappings.

Act as a resource for team members / work track leaders to come to and provide insight and resolution to their questions or needs.

Worked on the JIRA software conversion and implementation effort by acting as point person on; training, conversion schedule, determining protocols and open issues.

Perform the responsibilities related to administrator for the JIRA tool.

Developed Visio models to show data and process flows for current and future processes. These documents laid the foundation to perform GAP analysis.

Ensured all clients sensitive data was properly stored or disposed of after testing use.

Lead MassHealth Triage Team in all tasks and duties including: reporting, lead meetings, joint team meetings, idea sharing for resolution; effectively communicate between IT & business on needs, ect…

Represent and serve MassHealth as SME and point of contact for the joint triage meeting with Commonwealth Connector, Optum and MassIT.

Conduct and participate in the hiring process of prospective new project team members. This includes interviewing possible job candidates one on one or as a team. Discussing qualified candidates with other interviewers and coming to agreement on qualified candidates.

Business/ Data Analyst for Data Warehouse July 2011 – July 2012

Managed the interaction between business users and management to understand the reporting requirements for The Executive Office of Health and Human Services.

Prepared mockups, business specifications and validation requirements for the development team.

Expert understanding of the working of source systems.

Ability to query the source system and data warehouse independently.

Lead business users in the understanding and interpreting the data warehouse data and reports.

Applied analytic and problem solving skills.

Documented findings using industry standard project methodology.

Developed Visio flows for data, process and protocols for MFP project.

Validated data across source systems and data warehouse.

Effectively present data to business users.

Lead project team in planning, execution and completion.

Maintain project risks and issues documentation.

Delivered report project status.

Create and maintain project scope and requirements documentation.

Serve as a mentor to less experienced analysts and managers.

National Grid, Waltham, MA Apr 2010 – July 2011

System Analyst

Support the design and establishment of a new regulatory planning and analysis process, which will support rate planning and filings, the business planning process, and overall long-term budgeting and forecasting processes.

Perform UIPlanner maintenance – i.e., schedule maintenance, verify results, etc.

Work closely with UIPlanner Power Users within the Finance and Regulation areas to support their user requirements and any system-wide change requests.

Complete any viable change requests made on UIPlanner software. Participates in appropriate review sessions, build and execute acceptance test plans and verify test results.

Support the annual planning and budgeting process. Ensures any impacts from the planning and budgeting process are appropriately handled in UIPlanner.

Perform functional administration, troubleshooting and analysis of data within UIPlanner. Define test plans and conditions for model updates. Run test and evaluate results.

Maintain Excel based templates and data interfaces. Perform testing on updates to system and verify results. Set the schedule for performing any updates to interfaces, and conduct updates.

Maintain security file and users’ access rights.

Execute successful database management. Set schedule for system processes, maintain data and versions, enter data through forms, and verify results.

Maintain end-user training materials and conduct training, as needed.

Support financial analysis activities of individual legal entities or jurisdictions.

Perform audits of analysis and assumptions for consistency and reasonableness.

Develop and maintain reports.

Perform test on updates to system and verify results.

Support users on system questions.

Announce scheduled system outage or other disruption.

Support users with Excel templates.

Developed Visio designs to represent flow of data and protocols.

Liberty Tax Service, Dedham, MA June 2009 – Apr 2010

Manager/Developer

Responsible and manage all facets of tax office including initial set up, marketing, budgeting, staffing and operations of new office.

Interpreted company protocol, training requirements and developed a project plan to ensure office was operational.

Ensure all computers are properly maintained and software upgrades are applied as to successfully pass the IT audit.

Serve as in-house system subject matter expert to resolve or escalate any system or tax issues.

Developed process flows of how entire business needs to occur and at what times key tasks need to be completed, including marketing and daily operations.

Developed protocol to properly handle client sensitive data and ensure it was properly disposed of or securely stored.

Developed and maintain a current structure for all desktop and office procedures/develop in house ad-hoc reporting as needed.

Audit / prepare multiple states, federal and corporate tax returns before submission to proper agencies.

State Street Corporation, Boston, MA Feb 2007 – Feb 2009

Business Systems Analyst, Officer – Global Treasury Technology

Interacted with various Global Treasury business areas and stakeholders to identify, define and document complex business requirements and source system data elements.

Developed knowledge base of key Treasury products and systems that lead to the designation as a “Subject Matter Expert”.

Ensured all necessary data for use within the Treasury Data Repository is accurate, well defined and thoroughly documented.

Proficient in the use of Rational SSUP / RUP Processes which includes the ability to create all applicable artifacts and utilize the Requisite Pro software for analysis, use case development and traceability purposes.

Developed process and data models to clearly identify data and system flows.

Defined and designed required internal and external reports as determined by the business units.

Served as system/SQA testing team lead; creating and executing test scripts for extract, reconciliation, and reporting functionality.

Managed the JIRA issues list for the TDR Team. Ensure that all issues are accurate and up to date. Design and producing applicable issues reports for appropriate stakeholders (e.g. Basel) and team meetings.

Blue Cross Blue Shield of Massachusetts, Quincy, MA Aug 2001 – Jan 2007

Project Management / Consultant III: HIPPA, I.D. Conversion & Meta Vance System Integration Teams

Managed nine (9) project teams’ activities regarding multiple project updates, statuses, risks and milestones regarding the implementation of new federal healthcare guidelines and a new operating system.

Consolidated and streamlined project documentation including all milestone reports, issue/risk management processes, and intranet resources. This enabled all nine (9) project teams and management, for the first time, to have accurate, up-to-date and consolidated project data in timely manner.

Assisted Project Managers and project team members with meeting report deadlines, resolution of issues, and development / tracking of milestones. This effort enabled all project team leaders to consistently meet monthly project deadlines.

Assisted / Led the Risk Management team with its ongoing assessment of the project by identifying and mitigating risks that would be an impediment to achieving the timely implementation of new federal mandated healthcare guidelines.

Documented business requirements and processes to be utilized by the information technology group. This effort laid the groundwork for the IT team to develop and configure all system requirements in order to meet business specifications and requirements.

Developed and implemented Business Opportunity Review database on a new internet based software called E-room. This provided all project associates a web-based software that now provided a central location for all project documentation and data.

Assisted in development of proper handing and disposing of member personal and sensitive client data.

State Street Corporation, Quincy, MA July 1987 – Aug 2001

Project Analyst – Business Project Services, 1999 – 2001

Defined and draft detailed business requirements by facilitating user meetings and interviewing users, developing use cases, researching and resolving issues.

Performed analyses of internal process redesigns and recommended solutions and improvements.

Reviewed client specifications and developed rollout and implementation plans and procedures for new clients.

Coordinated training and documentation of new functionality and provide initial help desk support as part of rollout process.

Business Analyst – Securities Operations, 1998 – 1999

Facilitated and performed project research on multiple projects.

Performed analysis of internal business operations and documented findings.

Assisted in financial model development and implementation planning of an NRA tax system.

Financial Information Manager - Institutional Investor Services Division, 1997 – 1998

Planned, scheduled and managed the daily operations of multiple client relationships and staff.

Maintained & developed strong relationships with clients, vendors, brokers and internal areas regarding all issues on accounts.

Recommended and implemented methods to restructure client procedures and protocols.

Enhanced communication and problem solving processes between various groups.

Team Leader – Institutional Investor Services Division, 1987 - 1997

Developed relationships with clients, vendors, brokers and internal business areas regarding all account transactions and related issues.

Reviewed and signed off on audit, cash, financial and process reports.

Provided training to new staff members and provided input to their performance evaluations to existing manager.

Resolved complex issues as required with internal and external client groups.

Client Liaison - Institutional Investor Services Division

Calculated futures and options daily cash movement.

Relied upon to provide clients with accurate and timely trade / settlement data and resolve any and all issues in a timely manner.

Worked with various brokers to resolve any trade posting or settlement issues.

Monitored, reconciled and verified sub-custodian share holdings to ensure trades were not rejected due to lack of share position.

Auditor - Institutional Investor Services Division

Planned and lead audits of various pension fund portfolios.

Documented financial conclusions and recommendations for corrective action procedures in accordance with business requirements.

Analyzed control processes/ functions/operations and responsibilities.

Prepared formal sign off and reviews with portfolio accountant.

Portfolio Accountant – Institutional Investor Services Division

Created and reported net asset information for assigned products (pension funds, domestic / international portfolios, 401Ks, 403b, ect).

Prepared month-end and year end reports for clients in a timely and accurate fashion.

Managed the timely and accurate control of securities transactions settling through domestic & international sub-custodian banks.

Monitored, reconciled and verified sub-custodian holdings, distribution of income & corporate action notifications.

EDUCATION

Emmanuel College, Boston, MA

Bachelor of Science in Business Administration, Accounting Concentration

Cum Laude, Dean’s List, GPA 3.534

Burdett College, Boston, MA

Certificate of Accounting, Honor Roll

Boston University, Boston, MA – IIBA Certified Business Analyst Professional (CBAP)

MassDOT University, Boston, MA – Six Sigma White Belt Certified

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