Business Systems Lead Analyst

Lisa F. Kurtz, MBA

** ***** ***, **********, ** *2762 Phone: 401-***-****

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

Professional Experience

Business Systems Contractor, Raynham, MA Full time 11/2012 to present Primary Responsibilities

• Business requirement discovery, integration with legacy systems, verifying functionality, working with business stakeholders for requirements approval. Maintenance and training of systems in FileMaker Pro.

• Analysis of large data sets, creation of repeatable tools to cleanse data by querying Oracle, Databricks, Impala datasources directly using SQL. Use of MS Excel to interpret, summarize, and organize data. Critical Projects

• Creation and maintenance of internal Field Inventory reconciliation system for several business units. Worked directly with business to create master data feeds from Impala and Azure using SQL. Developed post audit reconciliation tool using queries to data lake for near real time transactional history.

• Lead analyst of construct BOM creation tool for global orthopedics. Responsibilities include analysis of large data sets, creation of repeatable tools to cleanse data by querying Oracle datasource directly using SQL and implementing tools in FileMaker PRO. Ad hoc analysis using MS Excel, vlookup and pivot tables.

• Lead analyst on unique device identification and EU MDR projects. Responsibilities include business requirement discovery, integration with legacy systems, verifying functionality, working with business stakeholders for requirements approval. Maintenance of tracking systems in FileMaker Pro Business Analyst, Avid Technology, Burlington, MA 3/2012 to 12/2014 Primary Responsibilities

• Gather cross company requirements around legacy reporting to analyze and understand the feasibility of creating Cognos metadata or reporting to migrate users away from their legacy reporting system.

• Train users in Cognos 10 Analysis Studio and Business Workspace Advanced from both relational and dimensional metadata packages to allow self service reporting.

• Create and maintain finance related metadata models for both Cognos 10 Framework Manager and Transformer cubes. Subject matter includes balance sheet, revenue with budget and forecast and inventory.

• Worked with an offshore BI team to collaborate on knowledge transfer, mentoring, and requirements communication.

Critical Projects

• Developed Cognos 10 Business Workspace Advanced training program for all Avid employees. The training included multiple hands on-sessions across the globe with slides and demos. Created a video of the training for users unable to attend in person.

• Created 20+ dynamic quarterly financial reports in Report Studio from a Transfomer cube datasource. The reports included MDX, prompting, conditional rendering and drill through to relational reporting. Business Systems Analyst, Johnson & Johnson, Raynham, MA 7/2011 – 3/2012 Primary Responsibilities

• Lead analyst on a new external vendor pricing system. Responsibilities include business requirement discovery, integration with legacy systems, verifying functionality, working with business stakeholders for requirements approval. Worked closely with the external vendor to understand data requirements, data loads and monthly maintenance.

• Work with pricing analyst team to understand new reporting requirements, update Cognos 8 reporting, test report changes and work within change control management to promote changes to production. Critical Projects

• Created a Cognos 8 Report Studio prompt-driven customer dashboard used by sales management to summarize a hospital system’s overall performance including sales history, products purchased, sales against compliance targets.

• Successfully implemented and supported monthly maintenance of vendor hosted pricing system for use by upper management.

Business Systems Analyst, IBM, Westford, MA 11/2006 – 7/2011 Primary Responsibilities

• Analyze the IBM Software Group Sales Operations business intelligence requirements related to sales pipeline and communicate the requirements to the central datamart team and add new requirements to metadata models and Transformer OLAP solutions for consumption by the sales operations team in Cognos Report Studio and Analysis Studio.

• Train software sales operations staff in both large web conferences and one on one sessions in Cognos 8.4 Analysis Studio and Report Studio to enable them to migrate legacy reporting from Brio. Critical Projects

• Worked to transform the IBM Software Group Sales Operations team to Cognos reporting by creating OLAP based standard sales pipeline reports from legacy Brio and Excel requirements to be consumed by 200+ users in a centralized Websphere portal. Responsibilities included metadata modeling (relational and OLAP) and advanced report design in Cognos 8.4 including javascipt and conditional formatting. Project resulted in band level promotion.

• Led a team of global sales analysts to enable them to migrate their legacy Brio/Excel reporting to Cognos. Responsibilities included analyzing legacy reporting, creating a detailed plan to migrate reports, mentoring staff in report creation in report studio and tracking progress of the migration to plan.

• Worked as the lead of the business intelligence team for Cognos’ global commissions system. Responsibilities included gathering business requirements, prototyping, and presenting a proof of concept for the sales representative compensation statements and related reporting. Helped design, build and implement a commission’s related data mart and associated metadata modeling; implemented a robust commission statement in Cognos 8.

Senior Business Systems Analyst, Sun Life Financial, Wellesley Hills, MA 6/2001 – 10/2006 Primary Responsibilities

• Gather customer requirements and create system design specifications for software projects.

• Work closely with data architects and software engineers to support inquiries and update the end product.

• Review and provide feedback on test strategy and test cases created by quality assurance team. Critical Projects

• Designed a web-enabled disability claim system to allow customers to submit claims online.

• Integrated a new family medical leave product to seamlessly link customer acquisitions, billing and extranet systems.

• Developed and supported financial extracts to report information about the group insurance division’s total block of 25,000 policies that are utilized for financial and ad hoc analysis by business users.

• Generated data extracts from policy acquisition and billing system to report on sales and renewal activity for distribution and underwriting services. Project resulted in a promotion to Programmer/Analyst position. Education and Certifications

FileMaker Pro 12 Certified Developer March 2016

Bentley University, Waltham, MA Graduated: December 2007 Masters of Business Administration, Management Information University of Rhode Island, Kingston, RI Graduated: May 2001 Bachelor of Science in Business Administration, Management Information with minor in Computer Science

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