ANNA RONELLE M. LEE

Bridgewater, NJ ***** 908-***-**** adyc0s@r.postjobfree.com www.linkedin.com/in/AnnaRonelleLee

BUSINESS SYSTEMS ANALYSIS PROJECT MANAGEMENT

Senior IT team leader with career history of bringing diverse, complex and crucial projects to highly successful conclusions. Communications specialist who bridges gaps between users, management and development teams, yielding top ranking requirements and functional documents, coding, database and platform conversions, QA and UA testing and user training. Comprehensive subject matter expert with negotiation and troubleshooting skills, yielding cost savings, efficiency enhancements and goal achievements that surpass all expectations. Resourceful, creative and doggedly persistent leader who goes beyond the obvious to attain innovative, elegant solutions, monitoring deliverables and ensuring on-time completion of project tasks.

Business and Systems Analysis

Project Management (Agile/Waterfall)

Technical Documentation

Data Analysis/Modeling (erwin)

Data Warehouse/Data Mapping

UI/UX Requirements/Design

Software Design (Informatica, Java Front-end)

IT Infrastructure/Design

QA and UA Testing (UAT)

Production Problem Analysis

Operations/Production Support

EXPERIENCE

ACS Consulting at BANK OF AMERICA/MERRILL LYNCH, Pennington, NJ Jun 2022 – Dec 2022

Business Analyst / IT Consultant

Served as business analyst for the Merrill Guided Investment (MGI) Navigators team, writing Agile stories in jira for the AGR (Advisory Goal Refinement) component of MGI, as well as the Life Plan application; also providing guidance and clarity to development and QA and UA testing teams as they work on the stories.

Consistently delivered quality analysis and documentation of business and functional requirements through concise and accurate Agile user stories in Jira.

Provided guidance to (QA/UA) testing teams as test plans and scripts are prepared, reviewed, and executed.

Alpha Consulting at BRISTOL-MYERS SQUIBB, Princeton, NJ Aug 2021 -Feb 2022

Business Analyst / Consultant

As business analyst for the Digital Forms and Logbook (DFL) project, served as subject matter expert on the Monitor Manager module of the ValGenesis (VG) application, coordinating the rollout of the VG Upgrade SP 1 to various designated BMS sites. Created Standard Operating Procedure and Work Instruction documents that included detailed diagrams, flowcharts, and mapping charts for Super Users and End Users of the software; also provided user training for the same documents.

Summit Tech Partners at PRUDENTIAL FINANCIAL, INC., Roseland, NJ April 2020 - June 2021

Senior Technical Systems Analyst / IT Consultant

Served as Functional Analyst for multiple projects for the Retirement business group, including changes implemented in support of the provisions of the SECURE Act, new regulations which affected the structure of 401k, 403b and IRA plans, making the process of contributing and withdrawing from retirement savings plans easier. Responsibilities included: performing the necessary analysis, gathering business requirements, and creating detail functional specifications as well as mapping/flowcharts for the system platforms affected, making design changes to intranet component of specific platforms, and making sure that QA and UA test plans and scripts cover requirements comprehensively.

Execu Search Group at CONNECTIVERX, Whippany, NJ Mar 2019 – Oct 2019

Senior IT Business Analyst / Consultant

Served as IT Business Analyst for Enterprise Data Warehouse, an AWS-based database application, and Visual Intelligence Portal (VIP), an Analytics and Reporting visualization application.

Responsibilities included:

Documenting the business needs as clear IT solutions using best practices and keeping track of development progress, following an Agile methodology.

Bundling the requirements into user stories/development specifications in jira by key IT functions that provide the end-to-end solution for user change requests.

Creating data mapping documentation to establish specifications for data sources (including existing operational MS SQL Server databases using SSIS) for data warehouse tables in AWS Redshift

Creating change specifications for Power BI reporting application

PRUDENTIAL FINANCIAL, INC., Enterprise Systems and Services, Newark, NJ July 2015- Dec 2018

Program Manager/Business Analyst, Project Management

Worked as project lead and functional analyst in the Business Integration team, assisting PMO rep/team member in managing team adherence to department objectives, supporting KYC initiatives and BAU applications that are built on the Financial Systems Architecture (FSA) infrastructure for Actuarial, General Ledger and other financial data warehouses, and ensuring that Anti-Money Laundering (AML) procedures are strictly incorporated in every business/functional requirements documentation.

Served as Functional Team Lead and overall Project Manager and Designer for the Actuarial Asset Data Warehouse project, the definitive source for actuarial economic scenario-based forecasted asset cash flows required testing and other analytic purposes by the Corporate Actuarial, Retirement, Individual Life Insurance, Group Life Insurance and other business unit actuarial departments.

oCreated business requirements documents, functional specifications, UI/UX design mockups and workflows with detail flowcharts.

oDesigned data mapping for intranet web component, test plans and test scripts for the initial implementation of Asset Warehouse as well as succeeding change releases. Also produced user training manuals and conducted user training and demos.

oSupported production implementation of new features and modifications to the application and investigated issues if/when they arose.

oTracked project delivery milestones, and change requests using ServiceNow.

Created business requirements and functional specifications for specific changes requested by the Retirement team.

Coordinated testing and implementation of server connectivity changes required for the 2018 Data Center migration with internal and external systems areas that interface with the FSA, ensuring a seamless transition on the scheduled migration date.

Collaborated with business users to develop the business requirements and functional specifications for new Oracle General Ledger interfaces, performed the detailed data analysis in support of the technical design as well wrote the design specifications, documented and executed the systems and integration test scripts, coordinated user acceptance testing, and worked with Operations to ensure a smooth migration to production of the new GL interfaces.

Alpha Consulting at BRISTOL-MYERS SQUIBB, Plainsboro, NJ Nov 2014 -Jul 2015

Application Development Lead / Consultant

Served as associate lead/project technical coordinator on several initiative and core projects supporting corporate applications that are built on commercial off-the-shelf (COTS) products.

Supported system and user acceptance testing for a third repository, which replaced the existing Global Testing Standards application, on their new signature Electronic Document Management System platform, QUMAS, as well as maintenance releases for the first two repositories, DocIT QSD (Quality Systems Document) and PDHQ (Procedural Document Headquarters).

Vypak Consulting at PRUDENTIAL FINANCIAL, INC., ILI Systems, Roseland. NJ Jan – Nov 2014

Technical Systems Analyst / IT Consultant

Served as senior technical systems analyst for the Strategic Compensation Initiative, a common compensation platform to replace the legacy compensation systems, using a vendor solution (IBM Incentive Compensation Management) integrated with a new Prudential Informatica ETL application.

Performed extensive data analysis and data mapping of existing legacy systems inputs to the required data requirements.

Authored the software requirements document for the Prudential components of the new solution.

InSys Group at PRUDENTIAL FINANCIAL, INC., AIT, Woodbridge, NJ Dec 2011 - Dec 2013

Technical Systems Analyst / IT Consultant

Served as project lead/technical systems analyst for the Unit Value Trade System (UVTS), an application using MS SQL Server and SSIS, which supported the management and accounting of a portfolio of Prudential financial instruments for the Individual Life Insurance and Annuities businesses.

Implemented the upgrade from AutoSys v4.5 to AutoSys r11 of UVTS batch jobs in 6 server environments within budget and three months ahead of schedule.

Led the development effort and overall coordination of geographically diverse teams for the RTO Gap Closure initiative, which improved the Recovery Time Objective from four hours to one hour.

Led the same development team on a feature upgrade for the vendor software, PAM for UVT, paving the way for the NSCC (DTCC subsidiary) Trading and Pricing initiative.

Ensured that the interface to DTCC followed the required formats.

Acted as Technical Systems Analyst for the same NSCC project, developing functional systems specifications and coordinating Proof of Concept testing activities with the business.

Randstad Technologies at BANK OF AMERICA/MERRILL LYNCH, Pennington, NJ Sep 2010 - Dec 2011

Technical Business Analyst / IT Consultant

Served as project manager/business analyst for the Risk Management Supervision system, which monitored a wide range of products for the firm and generated alerts for financial advisors when specific conditions occur.

Consistently delivered quality analysis and documentation of business requirements and high-level design.

Authored comprehensive and accurate training documentation for use by the Admin Managers and Financial Advisors in the field.

Automated change request entry system, through which the business analysts communicate the preliminary requirements for change requests and solicit estimates from the development and QA Testing teams.

Reorganized the SharePoint Documentation website for the RMS PM/BA and development teams.

Vypak Consulting at PRUDENTIAL FINANCIAL, INC., ILI Systems, Roseland, NJ July 1998- Jun 2010

IT Consultant

Served as lead systems analyst on several major initiatives for the Prudential Inventory and Proof System (PIPS), as well as the TAI interface for the PFMC (Prudential Financial Management and Control) system. with the following accomplishments:

Requirements and data analysis, data modeling, major redesign/conversion, and platform transformation of the proof functionality of PIPS from COBOL to Informatica ETL and java language, UI/UX online report design, and conversion of mainframe file and database conversion/migration from multiple operating systems into UDB database on Unix platform.

Garnered $50K annual savings in performance efficiency enhancements during SmartStream to Oracle General Ledger account conversion effort.

Crafted wide array of requirements documentation that became templates for all succeeding related projects.

Ensured project regulatory adherence to CMM Level 2, SDLC and Sarbanes Oxley requirements.

Allegiance Consulting at MARSH & MCLENNAN CO., New York, NY Oct 1997-June 1998

IT Consultant

Served as senior developer for insurance brokerage application. Provided diverse coding, unit testing, and integration testing efforts.

Consistently delivered on-time, on-target completion of all assigned tasks.

Provided training, leadership and mentoring for new team members, assuring project continuity and success.

Paragon Computer Professionals, Inc. at AT&T, Short Hills, NJ, and NYNEX, New York, NY May 1995-Oct 1997

Senior Programmer/Analyst

Provided development project team leadership at leading telecommunications firms as consultant for IT solutions provider consulting agency. Led database development and analysis efforts for calling card provisioning project. Provided development services for facilities management/equipment provisioning project. Tested database changes, installed database changes into production, converted production data to new database schema, provided coding, performance tuning and servicing and more.

Enabled consistently successful project completions.

Surpassed all time and quality requirements.

Mentored new team members, enabling top quality project deliverables

MERCK-MEDCO, Woodcliff Lake, NJ Nov 1994 - May 1995

Applications Architect

RMS Consulting at GOLDMAN SACHS, New York, NY May - Oct 1994

IT Consultant

Lee Systems Inc. at CHASE MANHATTAN CORP., New York, NY Jan 1993 - Apr 1994

IT Consultant

Pencom Systems Inc. at BELL ATLANTIC CORP., Silver Springs, MD Dec 1991 - Dec 1992

Programmer Analyst/IT Consultant

PINKERTON COMPUTER CONSULTANTS, New York, NY Jan 1986 - Nov 1991

IT Consultant

Delivered wide array of IT systems analysis and development services at leading firms including Chase Manhattan Bank, US Trust, and Pfizer.

BANK OF AMERICA, Asia Division Computer Systems, Manila, Philippines Jan 1982 - Jul 1985

Senior Systems Analyst

Provided analysis and production support for the Bankcard VISA/MasterCard Data Capture System, which included charges and payments, as well as the Business Payroll Management (BPM) system

EDUCATION

Bachelor of Science in Statistics, University of the Philippines, 1979

PROFESSIONAL DEVELOPMENT

Requirements Management Clinic • Object-Oriented Analysis & Design • SQL Server Administration System 11

Object-Oriented Programming in C++ • Certificate in C Programming (UNIX) • Fast Track to SYBASE

SunOS for End Users • Programming in C • Micro Focus COBOL/2 • OS/2 • DB2 Programming

Project Management Made Easy • PMP Exam Boot Camp

TECHNICAL SKILLS

Software/Operating System Proficiency

Windows 7/XP/NT/2003/2008/10 • UNIX (Solaris 2.3, HP-UX, AIX, Linux) • MVS/XA • AutoSys

Microsoft Office [Word, Excel (vlookup, pivot tables), PowerPoint, Access] • Visio • MS Project • SharePoint

JIRA • Confluence • Microsoft Power BI • AWS Redshift

MS SQL Server 2008, 2016 • MS SSIS • DB2/UDB SQL • SYBASE • Oracle Database • Erwin • Oracle Business Intelligence

Informatica ETL

Remedy • HP ALM/QC • ServiceNow

Biovia QUMAS • ValGenesis Monitor Manager

PAM for UVT

TAI Reinsurance

CICS/VS • IMS DB/DC • VSAM • MVS • JCL/Utilities • TSO/ISPF • PANVALET • LIBRARIAN • EASYTRIEVE • FILE AID

Hardware Proficiency

Windows Server • Pentium PC • HP • Sun SPARC • IBM RS/6000 • IBM 3090, 3031, 4341

Programming Language Proficiency

Java • Java scripting • C • UNIX Shell Programming Language (Korn, Bourne, C shell)

Sybase Transact-SQL • Oracle PL/SQL • OS COBOL/COBOL II/COBOL 390 Micro Focus COBOL (Windows and UNIX)

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