Business Analyst Project Management

NICOLE M. NATALE-YORK MBA, PSM I, PSM II

Location: North Providence, Rhode Island

Email: *******@*****.***

Phone: 1-401-***-****

EDUCATION:

Fitchburg State University

• MBA: Masters in Business Administration

• Focus In: Project Management

GPA 3.87

Magna Cum Laude

Rhode Island College

• BS Business Management

• BA Public & Professional Business Communications GPA 3.75

Magna Cum Laude

SYSTEMS' & TOOLS:

EXPERIENCE:

Citizens Securities, Inc. CSI Business Analyst: Mergers & Acquisitions

& Business Analyst KTLO: ‘Keep The Lights On’ Agile IT POD December 2021 To Current

Track and research the development of potential internal risks during mergers, utilizing risk management methodologies and strategic thinking for the deployment of Investors Bank and HSBC Business Acquisitions, while providing reporting and analysis through Jira and Confluence systems, writing Epics, Stories, Spikes, applying the Scrum Agile methodology through Sprint Release Planning to support the IMM,

‘Invest My Money” Town for Salesforce system enhancements, and alternative project strategies and suggestions to company Stakeholders.

In charge of IT Systems and Salesforce Release’s, (2-3 releases per month) utilizing Agile and Kanban methodologies while working directly with the POD’s Experience Owner and Stakeholders, writing OKR’s and KPI’s for KTLO’s Confluence page, along with the analysis for providing Meta Reporting to Stakeholders using Product Roadmaps through Power Point, looking ahead and moving KTLO Jira stories into Acceptance phase, while working with the Neighborhoods, POD’s and Towns, along with Scrum Masters and Dev Op’s Teams, ETL Teams, and Delivery Teams for grooming/planning purposes and test cases.

Deliver documentation for enhancements concerning Salesforce API interfaces, ServiceNow Tickets, provide Own Backup System reporting, Skience Central Jira Board for reporting and triaging, and onboarding Citizen’s colleagues through use of system access through SailPoint Software Systems, providing tracking, for trends, analysis, and design thinking utilizing Visio, and look for innovative and assist in the development of new ways to align customer experience with products, services and align with customer and colleague satisfaction, telling KTLO’s story by providing trends and reporting.

Provide reporting and analysis for Citizen’s Technology Salesforce Developers, supporting the design for documentation for API’s with development lifecycle SDLC framework working with project scope, facilitating to drive testing needs for CITE Trading system decommission, integrating into Evergreen Workflow, working off hours as required, and utilize process improvements for digital enhancements meeting end user requirements.

Lighthouse Computer Services, “A Converge Technology Company” Sr Financial Analyst (Integration, Professional Services) March 2020 – June 2021

Transformed the shared service site to define tax and accounting related inquiries for subcontractor relations by leading a team of colleagues to test and interact with OpenAir PSA Tool for analysis and user experience including for UAT, TRG, and Production regions, providing technical analysis to end user functionality for company related Products.

Implemented SOP’s ‘standard operating procedures’ for a more streamlined process to decrease internal turnaround times, assisting with OKR’s,

“Objective and Key Result’s” and KPI’s, “Key Performance Indicator’s” while providing technical reporting for detailed procedural field reports, ensured accuracy and timely completion, performed in-depth research staying current with the latest government regulations and requirements.

Developed and implemented strategy solutions to maintain for internal SOW and WIP Analysis for tracking project deployment, while managing all internal and external inquiries for job requests, and company retainer fees for West Coast companies; BlueChip Technology, Key Information Systems, "Key Info” and Nordisk Startup companies and facilitated medium/large scale projects in a matrix environment with access to critical paths for identification which helped to manage dependencies, and partnered with technical development managers to align decisions and course of action to ensure accounting systems runs efficiently and successfully enhancing the user experience. N. Natale-York Pg 1 of 2

4 + Years: Salesforce lightening/Salesforce Releases + Testing.

5+ Years: OKR’s/API’s/Assisting with Testing & Break-Fixes.

8+ Years: Financial Analysis for General Ledger Coding IT Testing.

10+ Years: Excel, (H Look Up V Look Up, Pivot’s, Spill Arrays)/Visio/MS Word/SharePoint/ShareDrive/OneDrive Cloud.

9+ Years: MS Teams/Slack/Cisco/WebEx.

3+ Years: PlanView Tracking System.

4+ Years: Merger’s and Acquisition’s.

2+ Years: Ariba Buying Guide.

2 + Years: GRC/Archer Governance Risk and Compliance System.

7+ Years: Portfolio Asset + Project Management.

2+ Years: Tableau and Power BI.

5+ Years: Project Gantt Charts.

5+ Years: Jira/kanban/Waterfall/Agile Scrum.

5+ Years: Confluence.

5+ Years: Velocity Reporting, Burnup/Burndown

Reporting/Sprint Reporting.

2+ Years: CyberArk, Global Relay, OwnBackup, Service Now.

5+ Years: KoFax Automated Integration System.

4+ Years: PeopleSoft Oracle, Microsoft Dynamics (NAV).

4+ Years: Oracle Net Suite Testing.

2+ Years: Service Now/App Dynamics System Health.

5+ Years: KoFax Automated Integration System.

High performing business professional with over 14 years of experience delivering high-impact work and deliverables in the finance, product, and accounting industries. Committed to lifelong education and exceeding expectations to contribute to help facilitate continuous improvement. Confident in the aptitude to thrive in fast-paced settings and leverage my skills in finance, strategy, and product deliverability, enabling both team and department success. Skilled in developing strong internal and external relationships to facilitate the achievement of high priority goals. Energetic, performance driven, dependable, strategic mind set for innovation, meticulous, and focused. Currently studying for the PSPO I & II Certification through Scrum.com. Favorite quote:

“For Every Problem Is An Opportunity For a Solution!” PROFESSIONAL SUMMARY :

NICOLE M. NATALE-YORK, MBA, PSM I, PSM II

Website: www.linkedin.com/in/nicolenatale-york

Location: North Providence, Rhode Island

Email: *******@*****.***

Phone: +1-401-***-****

PROFESSIONAL CERTIFICATIONS:

EXPERIENCE:

UNFI, United Natural Foods Inc

Accoutning Analyst (Finance) KoFax System Automation Implementation Project Lead (CRM) June 2016 – November 2019

Directed a team of twenty colleagues for testing KoFax Intelligent Automation Solutions for creating a financial digital check processing workflow, including providing testing for UAT and TRG environments for UNFI’s accounting department resolving business issues for both vendors and clients by utilize the Agile Methodology with a focus in telling the story to Stakeholders and Senior Management, in turn allowing them to diagnose and make needed business decisions.

Led IT DevOps Teams, ran testing requirements for Project Analysis, and work with cross functional teams to meet customer needs, market research, meeting business expectations, looking at enhancements for clients, vendors, and system upgrades, providing analysis and reporting to the Finance Controller, reporting on high-end priority responsibilities, working collaboratively with internal accounting teams for testing focused on technology and system enhancements for automation, and assisting with system design for UNFI’s accounting department.

Executed risk-based assurance for UNFI’s Oracle Accounting system software which accelerated to pinpoint gaps utilizing process improvements which evaluated areas of system enhancement, in turn finding potential business impacts from a risk based standpoint for product and testing for vendors and customers and provided training for internal Teams for testing and quality review.

In charge of research and reporting back on all system testing finds, providing ad-hoc project reporting and analysis, utilizing Gantt charts and running reporting out of Jira directly to the company controller while working openly with Finance and IT Business partners to propose and deliver solutions for end user testing, ensuring strategic needs and challenges are met and monitored for industry opportunities and trends to help identify potential solutions and new findings including best practices in collaboration with other IT project team members.

Identified opportunities to improve current business and IT processes and act as a champion for change for assigned business area of responsibility, coached and mentored colleagues for this efforts, and was responsible for collecting, clarifying, and translating business requirements into functional and technical requirements and collaborating on conceptual solution design options with IT technical staff, including Domain, Solution, and Enterprise IT Architects.

Expanded operational performance through research and analysis for contractual obligation and budgeting for AMICA General Agency providing a comprehensive standard operating procedures, ‘SOP’s’ for multiple levels of TRG and Production testing and administration environments in Oracle PeopleSoft Accounting System.

Audited supporting documentation for General Ledger Coding, ensuring verification for internal billing and authorization for internal company 401K, and 403B, Roth IRA’s for pension and investment inquiries and prepared and monitored research project plans, scheduled resources, helped to analyze budgets, and managed multiple project deadlines for Project Managers.

In charge of financial and project records, reporting to external managers and Stakeholders in strict compliance with generally accepted accounting principles (GAAP) and the Sarbanes-Oxley Act (SOXA), including Federal project records in accordance with DCAA requirements, communicating excellent client service and communication.

Evaluated work product and performance for colleagues, provided departmental and divisional goals and objectives were met while making recommendations for process improvements in project delivery, providing reporting and analysis for implementation of project work for AMICA’s Accounting department, ensure that deposit account openings complies and AMICA’s internal Insurance Regulations, review of client accounts for data and privacy laws minimizing company risk.

Communicate plans to Team leadership working collaboratively with cross-functional team members providing a culture of innovation, always looking at opportunities for process improvements and help the company controller to anticipate accounting system related issues, looking at trends and analysis reporting back to Stakeholders.

Prepare monthly and weekly company financials, identify actual-vs-budget analysis, cost-to-complete analysis and governance processes (i.e. PEG, TCO’s, General Ledger, and Setup Assistance ratios) AR/AP Balancing, utilizing VLOOKUP’s, Pivot Tables, and use of Index Match. The Select Group

Project Accountant ( Two Year Contract )

January 2014 – May 2016

N. Natale-York Pg 2 of 2

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