Business Analyst, Scrum Master, CBAP, PSM

Tom Saltsman, CBAP, PSM, SAFe, PMP

***************@*****.***

Summary

Tom has extensive experience in agile practices, creating and grooming user stories, eliciting business requirements and translating into agile project artifacts. He has 10+ years of experience in creating functional specifications and BRD’s for waterfall projects. He has advanced expertise in Financial, Insurance, Retail, ERP, and Supply Chain domains, and in technical spaces such as SQL queries. He was awarded Employee of the Quarter for a Financial Systems upgrade (AP / AR / GL / FA / Procurement). Tools: TFS, VSTS, Azure DevOps, Jira, Confluence, Teams, Slack, Visio.

Agile / Scrum

SQL Server, Oracle

Data Mapping

Interface Analysis

Gap Analysis

Integrations

Business Requirement

Use Cases, Personas

User Stories

Documents (BRD’s)

Requirements Workshops Facilitation

Wireframes

Process Modeling

ETL

Data Conversion

QA / UA Testing

Data Flow Diagrams

education

BBA, Quantitative Analysis, University of Cincinnati

MBA, Xavier University

professional experience

Western & Southern Financial Group, Cincinnati, Ohio (Centric Consulting) 1/2021 – 1/2022

Consultant / Business Analyst

Created source documents (Action diagrams, Visio’s, User Stories and Use Cases), using TFS as project repository. Worked with vendor Paymentus on the new payment system for several Western & Southern Financial Group’s business units. Designed and implemented security scheme for 150 users.

For the Document Management project, documented existing home-grown systems (CRC and CSP) for all correspondences, and created technical documents describing flows and all interfaces for the vendor to design the solution to meet W&S’s requirements.

Luma Financial Technologies, Cincinnati, Ohio 7/2020 – 8/2020

Senior Business Analyst

Created user stories for Bloomberg’s TOMS (Trade Order Management Solution) interface for on-boarding a new client to allow the creation, and management of market-linked investments such as structured products, and structured annuities. Jira and Confluence, VSTS (Azure Devops) environment.

Worked with the Product Owner to translate requirements for UX improvements for existing user interface. Created process flows, data flows, and Wireframes.

American Modern Insurance Group, Amelia, Ohio (Sogeti part of Capgemini) 9/2017 – 04/2020

Consultant / Scrum Master

Led a 9-member team to merge the operations of an insurance partner into the AMOD environment. Drove daily stand ups, sprint planning, grooming, retrospectives, and sprint reviews for the ‘Alpha’ partner team, including 3 offshore resources, using the VSTS (Azure DevOps) agile tool. Presented team summaries to upper management for sprint reviews.

CareSource, Dayton, Ohio (Sogeti part of Capgemini)

Consultant / Business Analyst

As a BA on the State of Indiana Cost Share project, met with key stakeholders to create a requirements document for developers to update a mostly manual system to an on-line solution.

Kroger Co., Cincinnati, Ohio (Sogeti part of Capgemini)

Consultant / Product Owner

In the Product Owner role on the JDA project, delivered over 90% of goals for 7 iterations. Met with key stakeholders, and end users to flesh out user stories. Ran daily standups and product demonstrations for all iterations. Facilitated backlog refinement and retrospectives in early stages of several project using VSTS Mentored new team members in SQL querying

As Product Owner responsible for the user story backlog for 8 team members on the Contact History project, consistently met iteration goals using the SAFe project framework.

Created user stories, and unit test cases for 70+ coupon types in the Loyalty department. Documented existing business processes on coupon discount calculations.

Dinsmore and Shohl, Cincinnati, Ohio (Pride Technologies) 11/2016 – 4/2017

Consultant / Business Systems Analyst

Created statement of work (SOW), requirements documents, and scoped all tasks for a new Financial Budgeting application, replacing an in-house system. Facilitated stakeholder meetings to elicit requirements. Supported Aderant (Legal services) Billing and Time Keeping systems. Assisted reporting project with tuning SQL queries.

Nucor Steel, Ghent, Kentucky (V-Soft Consulting) 5/2016 – 10/2016

Consultant / Business Process Analyst

Generated BA requirements documents for Mayer Materials Handling and Billing / Shipping for a steel manufacturer. Documented all business processes for truck arrival / departure system upgrade. Assisted in project implementation, designed test cases for arrival / pickup / departure information. Rebuilt systems security for all roles for 1200 reports for COGNOS upgrade. Worked with offshore teams testing 6 – 8 EDI transactions.

Ohio National Financial Services, Cincinnati, Ohio (VACO, LLC) 8/2015 – 4/2016

Consultant / Senior Business Analyst

For a new Indexed Universal Life product, created functional requirements documents for interfaces with Reinsurance, Policy Valuations (Actuarial function), Hedging and all Disbursements transaction types. Generated data mapping spreadsheets for all integrations. In a Reporting project, worked within an agile framework creating mock-ups, requirements, user stories, and other artifacts in a Confluence / Jira environment.

Fifth Third Bank, Cincinnati, Ohio (TEK Systems) 4/2015 – 6/2015

Consultant / QA Test Lead

Built high-level strategic test plan strategy for an HRIS Talent Management (ATS) project. Constructed 700+ UAT cases for Unit / User Acceptance and Integration tests.

PCMS Datafit, Springdale, Ohio 5/2014 – 4/2015

Business Analyst

Created epics, story cards and business requirements documents (BRD’s) for Point of Sale software. Practiced agile BA techniques with daily scrums, sprint planning / retrospectives, user stories, story grooming, and data flow diagrams (DFD’s). Met with out of state client for week-long story review sessions every month. Used Visio, and Jira / Confluence document repositories.

Apex Supply Chain LLC, Mason, Ohio 12/2012 – 1/2014

Epicor Systems Administrator

Designed and implemented a 90 user, multi-company Epicor 9 ERP system, and wrote project charter and SOW for Open4 HRIS project.

Tracked and resolved daily Epicor issues for all subsystems, including Finance (AP /AR /GL /FA) Engineering / Inventory / Purchasing / Receiving / Shipping.

Designed and implemented all ERP data loads, and test scripts for all customized code changes. Converted financial, purchasing, and inventory data from QuickBooks to Epicor. Cleansed all data for ETL and created all user security. Created as-is and to-be process mapping documents, data flow diagrams, and performed gap analysis for customizing the system to hide pricing information.

Created as-is and to-be process mapping documents, data flow diagrams, and performed gap analysis for customizing the system to hide pricing information.

GE Aircraft Engines, Cincinnati, Ohio (Sogeti USA) 4/2012 – 10/2012

Senior Consultant

Project lead for integrating highly privileged accounts (System Administrators) for UNIX and

Windows Active Directory into Sun /Oracle’s Identity Management system for 12 remote locations.

Greater Dayton Regional Transit Authority, Dayton, Ohio 6/2004 – 4/2012

Business Analyst

Upgraded an 18-year-old accounting system (AP / AR / GL / Purchasing / Fixed Assets / FRX) from text-based system to a web-based MS SQL Server system, and was awarded Employee of the Quarter. Created requirements documents and performed vendor analysis for the purchase of a Web based Grievance Tracking system.

Maintained Time and Attendance, Engine Configuration, Work Order Management, and Inventory systems for the Asset Management system. (SQL Server applications).

As Lead Analyst for a new Fleet /Facilities Maintenance system, completed the preliminary scope, project charter, functional requirements, and RFP documents.

As the Lead Analyst for the Pass Token system, a small cloud-based system to track bus passes sales to approximately 100 retail outlets, completed the scope, requirements, interface design, vendor selection, and functional specifications.

As Project Manager for the Customer Information System, led a 6 person team implementing Trapeze software to automate a 20 person Call Center, Complaints and Commendation system, and created a Web-based Transit Trip Planner. Created scope and requirement documents, led the vendor selection process, through final end user acceptance testing.

Square D Company, Crestview Hills, Kentucky 6/1995 – 4/2004

Systems Analyst (1997-2004)

Project lead and analyst work for a PowerBuilder / Mainframe ERP system, creating statements of work, requirements, application architecture documents, writing specifications for applications running on multiple platforms, and maintaining PowerBuilder 9 objects. In charge of licensing and installing Rational Rose software testing tools, CAST, and DB Artisan software.

Reduced costs by $500,000 as the lead analyst for the Approval and Release project, containing modifications to 90 objects. Co-wrote the application architecture document, and was responsible for construction, and unit and integration testing.

Generated $250,000 in additional sales by leading the New Credit Status project, involving PowerBuilder objects, UNIX and mainframe DB2 COBOL programming in the Profiles, Quote, Order Maintenance, and Shipping subsystems.

Lowered expenses by $180,000 by developing a system that tracks relationships between associations, purchasers and customers.

Reduced database size requirement by 25% as the lead analyst for the Archive to Tape system. The project was composed of 60 Sybase tables, and approximately 120 objects, including stored procedures, UNIX and Xcom scripts, and DB2 programs. Created the requirements, application architecture documents, and all unit and integration test cases.

Coded, and tested database changes in 28 stored procedures for the Exports subsystem. Responsible for Profiles subsystem build process for PowerBuilder objects.

Programmer Analyst (1995-1997)

Responsible for implementing Re-pricing functionality, consisting of UNIX programs, triggers, stored procedures, and Powerbuilder windows.

Maintained Powerbuilder windows for 5 subsystems in Quote to Cash.

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