Business Analyst Project Management

Stewart N. Engerer

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

Skills/Certifications:

Agile Methodology, Microsoft Azure DevOps, Microsoft Word, Outlook, Oracle, Excel, PowerPoint, Access, SQL, Cognos,, Salesforce, Lotus Notes, Java, HTML, RUBY, data analytics, SharePoint, technical writing, Tableau, Holistics, project management, team management. Certified Scrum Project Owner.

Experience:

Logical Position, LLC

Manager of Business Analysis, November 2019 - Present

- Established business analysis as a fundamental competency and created the Business Analysis Department

- Managed a team of Business Analysts (6), Business Systems Analysts (1), Embedded/Associate

Business Analysts (2) and UX/UI developers (2), Business Intelligence Developers (1) to help structure goals, requirements elicitation, and documentation for multiple proprietary platforms, Quickbase, and Tray.io, HubSpot, Chargebee

- Established company-wide Software Development Life Cycle best practices

- Acted as Lead Business Analyst and Product Owner for new inbound leads for Sales growth and operations

- Defined requirements from C-Suite executives concerning major organizational goals

- Established KPI’s for the entire organization

- Created workflows, data diagrams and mockups based of stakeholder interviews

- Mentored junior Business Analysts on best practices (7)

- Coached a team that has been awarded 5 Quarterly Achievement Awards and 2 Yearly Achievement Awards

- Provided analysis including Risk Assessments, Gap Analysis, Cost Benefit Analysis, Impact Analysis, Project Road Maps, Root Cause Analysis, and Financial Forecasts, Segmentation Analysis, and Market Analysis

- Delivered hundreds of Epics, Stories, and tasks to developers to fruition

- Facilitated interdepartmental change management for Software Engineering, no code/low code builders, and executives

- Established the Project Management Office, created the structure, scoring, and prioritization

- Conducted training seminars and workshops on process development, process redesign, and change management

- Managed and refined multiple development backlogs of work

- Instituted Request for Development and Business Requirements Document documentation company-wide to elicit better requirements and maintain version

control

-Managed release schedules

-Managed departmental budget

Office Ally, Inc.

Senior Business Analyst, March 2019 – November 2019

-Worked within an Agile team environment in order to facilitate internal objectives for core Software development

-Developed Epics, Features, User Stories, Spike Stories, Refractor Stories, and Production Support Stories based on Business Requirements Documents

-Aided in quality assurance testing and writing testing scenario scripts

-Work to implement a telemedicine capability during COVID- 19

-Completed telemedicine application, Virtual Visits, under budget and under time

-Created documentation that defined business processes including workflows and architectural diagrams

-Facilitated cooperation between separate departments for two major software platforms

-Managed backlog of Features/User Stories to plan future Sprints along with the Technical Team Lead

-Managed demos for leadership to display core functionality

-Instituted question and answer sessions to spread cross role understanding

-Directed developers and quality assurance analysts on implementation of business requirements

-Utilized Visio to diagram business processes

-Directed sensitive production support and software bug issues

-Created manual testing scripts using JERKINS methodology

Epiq Global, Inc. (SoftDev, Wells Fargo CPI Case)

Senior Business Analyst, September 2017– November 2019

-Worked within an Agile team environment in order to facilitate internal and client objectives for core Software

-Interface with client to assess goals and business objectives

-Developed Epics, Features, User Stories, Spike Stories, Refractor Stories, and Production Support Stories based on Business Requirements Documents

-Aided in quality assurance testing and writing testing scenario scripts

-Created onboarding documents

-Documentation that defined business processes

-Facilitated cooperation between separate departments

-Managed backlog of Feature/User Stories to plan future Sprints

-Hosted demonstrations of core product internally

-Instituted question and answer sessions to spread cross role understanding

-Directed developers and quality assurance analysts on implementation of business requirements

-Utilized Visio to diagram business processes

-Directed sensitive production support and software bug issues

-Created data mapping

Central City Concern

Business Analyst, June 2017– September 2018

- Indicated bottlenecks and developed procedures for improvement

- Designed and taught courses for process improvement

- Researched and analyzed new methods of billing procedures

- Established new methods of operation concerning billing of medical treatments

- Utilized new software to improve the billing processes

- Balanced billing accounts for medical services rendered

- Developed new methodology for reoccurring billing statements

- Worked to develop existing database via importing client census data

- Managed remittance billing through Centricity (GE Software)

- Asset management in billing cycle

- Managed the transfer via SFTP of vital billing records

- Maintained daily spreadsheets concerning billing for medicare, medicaid, and private insurances

- Attended GE seminars to gain knowledge of Centricity

- Utilized various task management tools such as Clarizen and Sharepoint

- Processed employment terminations

- Redesigned workflows for optimum efficiency

- Provided on the time delivery of monthly billing statements

- Established metrics to track performance

Social Media Marketing,

Marketing Consultant, January 2017– June 2017

-Initiated various campaigns to increase reach of McNellis Insurance

-Increased views, clicks, and exposure by over 80% across all platforms (100% for Linkedin)

-Tracked metrics of social media campaigns

-Ad hoc data manipulation

-Ad hoc digital data analysis

-Created drip email marketing campaign for clients and potential leads

-Utilized various platforms such as Zywave to implement various client outreach.

-Worked closely with CEO/President/Founder to narrow brand image.

-Created proprietary documents for advertising/trade journals. Created drip email marketing campaign for clients and potential leads

-Utilized various platforms such as Zywave to implement various client outreach

-Gathered business intelligence

-Utilized my understanding of networking to establish connectivity

-Gathered, via free methods, over 3,000 new leads

-Research and analysis of various policies and renewals

-Developed standard operation procedures for digital analysis

-Managed relationships with insurance carriers

Businessolver, Inc.

Analyst, March 2015 – December 2017

-Used knowledge of java to create file export and import specifications

-Developed new standard operating procedures for reoccurring assignments

-Developed configurations using XML for file extraction

-Manipulated incoming client data using Microsoft Office products, such as Excel and Access

-Managed 2 implementations for clients with lives over 2,0000

-Managed and directed a company wide quality initiative, called QTC

-Developed work flow management using Kan Ban technology

-Focused on maintaining an Agile work flow consistency

-Digital Quality assurance

-Lead client calls during implementations and Open Enrollments

-Managed multiple implementation projects from end to end

-Effectively met timelines

-Coordinated and tested ETL processes and EDI feeds with external vendors

-Communicated with internal and external partners to bring about changes to configurations and data storage

-Attended informal classes concerning new IRS responsibilities and reporting requirements

-Managed carrier and client relationships

-Led client/carrier calls to form timelines and price scales

Marsh & McLennan Agency: Trion

Technical Analyst, September 2013 – February 2015

-Analyze and interpret various client data in order to create meaningful reports

-Founding member of the IBC 834 layout team

-Implementation of new IBC 834 file processing

-IBC 834 file creation, testing, and client relations

-Ad hoc reporting for client data and database development

-Gather and analyze requirements to develop, design and document solutions and system enhancements

-Create and execute SQL and Access queries for proper data logic and file structures

-Develop and execute effective test plans to prepare for a production environment

-Asses risk and development contingency plans

-Work with developers to create new applications in order to advance organizational goals

-Cultivate relationships with clients, vendors, and health benefit carriers

-Create standard operating procedures and documentation

-Working in a team environment to co-ordinate multi-faceted projects resulting in on-time deliverables

-Working with clients on a one to one basis to find solutions of issues

-Implementation of various clients through the use of Microsoft Office and various other proprietary systems

Temple University, Philadelphia, PA

Database Administrator, Fall 2012-2013

- Microsoft Access management

- Data analyses and interpretation

- Uses old queries to aid in development of new forms

- Create new queries of student data

- Implement new standard operating procedures

- Create new forms and macros

MIS Associate, Fall 2010 –December 2012

- Networking

- End-user Support for employees based in the residential housing offices

- Support for problems ranging from trouble logging into networks to maintaining network addresses

- Install software such as Microsoft Office

- Access drives via remote connections

- Install various forms of hardware

- Manage domains and key information

VOLUNTEER WORK:

Bike Coalition of Philadelphia

Volunteer Statistical Researcher March 2013 – May 2013

- Gathered nominal, ratio, and ordinal information on the female bike riding population in Philadelphia

- Used in person interviews and focus groups to facilitate data accumulation

- Used SPSS in order to find correlations between data sets

- Gathered business intelligence for future study

- Presented information to the Bike Collation of Philadelphia of the research initiative

- Used the information gathered from analysis to come to conclusions regarding the thesis and presented solutions

EDUCATION:

ST. XAVIER UNIVERY Chicago, IL

Masters of Business Administration: Social Media and Digital Marketing

Graduation Date: 12/01/2020

TEMPLE UNIVERSITY, Fox School of Business, Philadelphia, PA

Bachelor of Business Administration, May 2013

Major: Marketing

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