Stephanie R. Freeman

Scottsdale, AZ *****

adzzeu@r.postjobfree.com

816-***-****(voicemail)

stephanie-freeman-78881a149 - LinkedIn

SUMMARY OF SKILLS:

I work as an Independent Consultant within the following role Business Analyst,

Managed multiple large, complex, and cross functional projects, gathering requirements and data needed with emphasis on infrastructure/application systems, technologies, business process redesign, and knowledge of technical environments, a background in the financial services industry.

Ability to respond to changing demands, priorities, procedures and technology implementing sub-tasks of being responsible for planning, developing, delivering, and tracking change management deliverables including communications, training, stakeholder engagement, change impact assessment, organizational readiness analysis, resistance management, and change reinforcement.

Excellent customer service, written and oral communications skills. Ability to work independently and manage multiple task assignments.

Well-rounded ability to understand interplay of data elements and manipulate them into useful information. Ability to perform routine process management repeatedly (Groundhog Day scenario).

Define and scope business areas by data and information gathering, analyze and communicate business requirements with shareholders, departments, and levels of management.

Working knowledge of the Project Management methodology, Strong research and analytical skills; basic project planning skills

oStrong proficiency in current version of MS Project, MS Word, MS Excel or other equivalent tracking and documentation tools as appropriate.

oBasic proficiency using database tools.

oDemonstrated time-management skills Demonstrated ability to learn from mistakes and apply constructive feedback to improve performance.

oDemonstrate ability to communicate technical information in laymen's terms, both orally and in writing.

oExperience working in a rapidly changing environment.

oDemonstrate experience with data analysis.

oDemonstrate proficiency with project planning, research and analysis for enterprise applications and infrastructure.

oAdvance proficiency in the current version of MS Project, MS Word, MS Excel or other equivalent tracking and documentation tools; solid proficiency using database tools.

oAbility to manage tasks independently and take ownership of responsibilities.

oAbility to learn from mistakes and apply constructive feedback to improve performance.

oAbility to communicate technical information clearly and articulately.

oAbility to adapt to a rapidly changing environment.

oHigh critical thinking skills to evaluate alternatives and present solutions that are consistent with business objectives and strategy.

EDUCATION:

Webster University, Kansas City, MO - M.A., Business Management - 1999

DeVry Institute of Technology Kansas City, MO - B.S., Telecommunications Management - 1991

SUMMARY OF JOB QUALIFICATIONS (All Contract Assignments):

Wells Fargo Consumer Lending – Business Analyst 02/2023 – 5/2023

Worked on the RCSA Project - The RCSA program defines the primary risk and control identification and assessment methodology RAU (Risk Accessible Units) for compliance with task as a ScrumMaster. Used the Agile methodology (Jira/Confluence) system platform for tasks to be assigned and checked per checklist for each department (Home Lending, Auto, and Personal Lending).

Identified and self-assessed operational risk, inclusive of compliance risk and model risk.

The RCSA program is designed as a proactive process, facilitating a consistent systematic assessment of risk and controls.

AMEX Network Ops Products/Certification, Virtual Remote - Business Analyst 11/2021 – 1/2023

Proactively identify risks, threats, or opportunities within Salesforce/Network force/Prism, that could impact the success of the project, notifying the team and escalating issues when appropriate.

Monitor and manage project scope and schedule to ensure project stays on track for Certification for production of SFT (Secure File Transfers) of Authorization and Submission files within Amex eCommerce projects.

Systems used: ATS - Transactions History - overall testing platform SFT (Security File Transfer)– using APIs for password resets of multiple small business accounts/cards. Transmitter profile overall file transfer platform Submission Web- submission configuration and tracking portal Settlement Specifications for the Product Management team: Variable and Fixed Netforce/Salesforce/Prism OneNote v. 2018

Charles Schwab, Phoenix, AZ - Virtual Remote - Business Analyst 05/2019 - 11/2020

Experience with Remedy, Smart IT, MyIT (within the Agile methodology (Jira/Confluence) system platform for tasks to be assigned and checked per checklist for) each Project manager in need of the following request for infrastructure: change management tools for requests for VMware, Physical Servers, database (SQL, Mongo, Oracle), SAN/NAS- capacity planning, upgrades, load balancing, firewalls, disaster recovery, Failover/ITO. Communicating daily with the component owners and product management teams.

Overseen change management/ production support of core projects, including gathering and documenting requirements, translating functional requirements to technical requirements, and finding options.

AG Advisor Group, Phoenix, AZ - Virtual Remote - Business Analyst 10/2018 - 4/2019

Monitored Financial Advisor/Wealth Management profiles for all employees within Salesforce/Cloud within the Agile methodology (Jira/Confluence) system platform for tasks to be assigned and checked per checklist for using each advisor’s username and password for updates concerning regulatory and compliance guidelines and practices for advertising. Coordinated processes in place for payroll/attendance via SAP accounts payable/general ledgers or upcoming for new onboarding for independent vendors like: Sage point, FSC Security Corp, Royal Alliance, and Woodbury Financial and new upcoming vendor of Questar advisors.

Personalized each advisor of having the ease of working with wealth management advertisement and providing detailed analytics of how to achieve fulfillment of new clients with data management of presenting them with synopsis of utilizing the following to have marketing skills presented for growing their book of business: business cards, flyers, events/seminars, social media pages (Facebook, LinkedIn or twitter).

T Mobile: Engineering and Tower Division, Tempe, AZ - Business Analyst 06/2018 – 9/2018

Worked Directly with Construction Manager and Compliance Managers using Salesforce, and Cloud platform on all project information: schedules, data requests, assignments, tasks, and purchase orders, payroll, and attendance (SAP), meetings agendas. Updated the trackers of changes to the progress of each “Notice to Proceed” for the mobile applications, using the Agile methodology (Jira/Confluence) system platform for tasks to be assigned and checked per checklist for and assisted with tracking all work, task, and project assignments.

Utilized Excel to create charts, Pivot Tables, VLOOKUPS, to organize, manipulate, and track data from data captured from payroll and attendance. Maintained document control, database management, track project activities and team communication. Assisted project team with checklist for sign offs of reviewing priorities for the close out and acceptance packages and presenting the NTP’s (Notice to Proceeds) per project assigned.

American Express: ITSM: Phoenix, AZ - Business Analyst 11/2017 – 04/2018

Worked within the Data Quality Team, daily performing data mapping/SQL theories for hardware and software for identification purposes for the Change/Asset Management team updating within the Agile methodology (Jira/Confluence) system platform for tasks to be assigned and checked per checklist for the daily and weekly tracker.

Worked with IS (Security Compliance) using Blazent platform for downloads, and VLOOKUP large quantities of data concerning servers, and network equipment, etc. for active, inactive, decommissioning and RFCs within Salesforce incidents, to sync each component needed to connect the quality of effective SDLC methodology.

Wells Fargo: EIT/ RRP (Enterprise Information Technology): Chandler, AZ - Business Analyst 03/2017 - 10/2017

Identified Software and Hardware applications using Remedy (PAC2000), ACCESS (TRIMS), Google Search to extract using SQL queries to provide a conglomerate result of similar Engagement Id Code for implementation process for engineer’s catalog classified for Vendor/Change Management and Product Management Teams.

Tracked Data within Excel and Access for the Change/Risk Management team for backup applications needed for Ad Hoc Security utilizing the Agile methodology (Jira/Confluence) system platform for tasks to be assigned and checked per checklist for) purposes of completion.

Discover Card Services /Networking Phoenix, AZ - Business Analyst 12/2016 - 2/2017

Managed a team of eight (8) Data Analysts for their SAP payroll, timesheets, and all administrative issues, and with the data research and comparison for the data merchants for accuracy to be uploaded into the Data hub for the Agile/Jira methodology for the production matrix module (APIs) for eCommerce comparisons/marketing customer purchasing behaviors.

Used Workday to track the 8 employees within the team for support to HR and other departments to identify project parameters and output requirements. Generated Workday reports of the tracked hours and stats for the overtime that was accessed during the peak session.

AAA - CSAA (PMO), Glendale, AZ - Business Analyst 05/2016 - 11/2016

Worked under the direction of IT Lead for IT Partner Club Service Request Coordination using Excel to track the activities for the IT Analyst ranging from collecting data, analyzing and creating reports to support projects for charge off Product Management department expense handling of monthly billing statements.

Worked independently and as a team on activities related to keeping systems updated and kept records of data within Excel with information using Salesforce, and Cloud platform and Replicon/ APIs application platform.

Maintained fields/hierarchies set up in Replicon for payroll and rate scale, Workday/Salesforce to track within the Agile methodology (Jira/Confluence) system platform for tasks to be assigned and to review employees (contractual and FTE) and manage self-service processes and maintain organization structures.

Cognosante - Affordable HealthCare Act: Tempe AZ - Business Analyst 11/2015 - 05/2016

Used Excel to identify and modify consumer data issues related to health insurance exchange “Obama Care” coverage Affordable Health Care plans. Data mining the appropriate research within NexGen platform from Excel to resolve outstanding issues in a timely and accurate manner. Created queries of time and attendance within PeopleSoft /Workday (Workforce) to log courses taken and billable hours.

Understood and followed escalation criteria to forward complex or unresolvable cases to Tier 2 analyst teams, process with upper-level management appropriately using Salesforce, and Cloud platform.

Wells Fargo Bank: Chandler, AZ - Virtual -Business Analyst 05/2015 – 11/2015

Supported the TOG Enterprise Team with assigned projects, such as budgets and payroll using SAP/ APIs application process, collections, invoicing, tracking projects, deliverables, dates and monitoring deadlines within Excel pivot table reports. Provided regular and timely reports highlighting all variances that would arise.

Worked as Data Analysis using VLOOKUP up in Excel tracking all expenditures using information within the Agile methodology (Jira/Confluence) system platform for tasks to be assigned and checked per checklist for cable traces per switches and servers for the engineers for Service Managers within the (TOG) Technology Operations Group and the Data Team.

APS (Arizona Public Services): Phoenix, AZ - Business Analyst 03/2015 - 05/2015

Researched, compiled, analyzed, manipulated, and summarized data to create specialized reports/files for various departments using a variety of computerized systems CRM, RPM, CIS, RCAM and APIs to consult with team members on information needs and determines resources necessary to gather information for Residential Solar Panel installations.

Created/maintains organizational/shareholders username/passwords using the Agile methodology (Jira/Confluence) system related documentation, minutes, queries and/or department databases containing confidential information, to ensure compliance with federal regulations (ACC) Arizona Communication Commission and corporate policies.

Cigna Health Care: Phoenix, AZ - Business Analyst 04/2014 - 02/2015

Extracted healthcare information using SQL server methodology regarding network utilization and cost containment information. Performed analysis and created custom reports to address identified issues with sophisticated solutions to acquiring needed information. Worked with 25 Business Analyst s and external vendors to ensure accuracy and reliability of data.

Produced daily, weekly, and monthly reports using Microsoft Excel and Access, VLOOKUP, mail merge and pivot tables, data validations to create.

Wells Fargo Bank (EUC Team): Chandler, AZ – Virtual- Business Analyst 07/2013 - 04/2014

Supported the WIN7project by tracking the migration data daily with Excel spreadsheets for Win7 Migration for West Region of Wells Fargo Tech Led Department; filtering and using VLOOKUP based on devices being “Reimaged or Replaced” for each employee. Produced software application documentation using SQL servers, using the SDLC methodology for scheduling timelines with End User Computing for each desktop/laptop.

Scheduled devices for technicians to migrate each user from Windows XP to Windows 7 before 3/31/14. Responsible for end-to-end project, demonstrated tracking, scheduling and proper documentation of the entire process from beginning to end. Wells Fargo Tech Led Share Point for the migration date and scheduling users according to technician’s schedule.

Western Alliance Bank: Phoenix, AZ - Business Analyst-eCommerce 01/2013 - 07/2013

Provided direct phone and email support for eCommerce platforms within ACH Operations, using effective communication skills to assist internal business partners, corporate clients, and other Financial Institutions. Received incoming calls from clients to set up accounts & perform maintenance on various online Salesforce, and Cloud platform including:

Processed daily: Transitions utilizing different (APIs) SAP/Kronos: Bill Pay, Electronic Banking (eCommerce) technical support for password resets, Fiserv & Corporate Online Banking for the following online banking systems: Torrey Pines, Western Alliance BanCorporation, Bank of Nevada, Alliance Bank of Arizona, and First Independent Bank of Nevada.

Wells Fargo Bank: Tempe, AZ - Business Analyst 07/2012 - 12/2012

Tracked daily processes using Microsoft Excel spreadsheet and using SQL server methodology document changes to functional and business specifications. Processed checks by gathering and verifying data into a standard format. Sending through encoding process machine for ACH/eCommerce platform processing.

Applications/Platforms Used:

MICROSOFT EXCEL

MICROSOFT WORD

MICROSOFT PROJECT MANAGEMENT

MICROSOFT ACCESS

POWERPOINT & VISIO

PEOPLESOFT /WORKDAY (WORKFORCE)

SHAREPOINT DEVELOPMENT & TRACKING LAN

LCMS, CDM, COSMIC RECORDS

TEMPLATE 3 PREVIEW

PIVOT TABLES /GRAPHS

V-LOOKUP, H-LOOKUP, MACROS,

REMEDY (PAC2000)

TECH TOOLS /ASSET RESEARCH

LAN CENTRAL

DATA LIFECYCLE

AGILE,JIRA,KANBAN, CONFLUENCE

COORDINATION READY/IN PROCESS

TRIAGE TOOLBOX

MONSOON

STAMP

WANDA

INTERCALL CONFERENCING,

SM REFERENCES WIKI,

SQL SERVER EXTRACTION OF DATA

salesforce

(ACCESS) /DATA DUMP

CMS

WORKDAY REPORTS

MS PROJECT WEB SERVER/ MASTER LIST

ENTERPRISE PROGRAM MANAGEMENT

eCommerce

OFFICE (PMO) TOOLS DATA HUB UPLOADS/APPROVALS

CONDITIONAL FORMATTING

TRIMMS/ACCESS DATABASE

(ENGAGEMENT ID CODES FOR CATALOG)

HARDWARE/SOFTWARE IDENTIFICATION

CRM

PC LIFECYCLES (RETIRED /DEPLOYED)

HOD (HOST ON DEMAND) IBM

PCCOMM (PERSONAL COMMUNICATGIONS (MAINFRAME))

ATS/SFT – SECURE TRANSFER FILE SYSTEMS

APIs

HICS, CERR-NG (NEXT GENERATION)

PROJECT SERVER

(REPLICON) WTS SYSTEM

SERVICENOW (CR)/PRISM/NETWORKFORCE

iCloud platform

CONFLUENCE/JIRA/AGILE METHOLOGY (Identity access MANAGEMENT) platforms

References Upon Request

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