STUART KLEIN
CAREER SUMMARY
Requirements Elicitation Documentations Requirements Sessions Communicating with Stakeholders
Business Analysis Risk Analysis Waterfall/Agile/Hybrid Business Process Analysis
Strategic Business Initiatives Project Management Project Coordination Process Improvements
Training Materials Data Warehouse Group Healthcare Insurance Financial Domain
EDUCATION
Master’s in Business Administration, Healthcare Management, University of Saint Francis, 2005
Business Administration, Business Marketing, Stockton University, 2003
EXPERIENCE
Independence Blue Cross 04/2023 -04/2024
Senior Business Systems Analyst
Support Underwriting Operations team with specific focus on UW quote creation system.
oWork with stakeholders to capture business requirements for Group and Private products.
oAct as primary technical expert for new business initiatives.
oCommunicate updates to project team verbally and by written documentation.
Communicate system updates to internal and external customers.
Facilitate the implementation of new group underwriting products.
oParticipated in the planning, testing and deployment of new dental vendor and products.
Captured business and system requirements and escalated issues to management.
Identify areas of opportunity for improvement for both systems and process.
Act as a bridge between business and technical users when addressing system changes.
Conduct testing for both pre and postproduction system changes.
Coordinated data mapping exercise and data dictionary revision.
HomeBridge Financial Services 02/2021 –12/2023
Senior Business Systems Analyst
Responsible for the configuration of document imaging systems and the systems with which they interact.
oWork directly with vendor to facilitate changes to system and user interface.
oCollaborate with internal and external customers to identify system issues.
oDeveloped test plans used to mitigate vendor deployment issues
Communicated with both internal and external customers, as well as vendors.
oCreate status reports that provide detailed updates on issues and pending deliverables.
oTrack and update projects using Jira.
Led sunsetting of legacy document imaging and loan origination platform to meet regulatory requirements
oPartnered with vendor to migrate offsite date to Azure cloud
oStood up new platform to replace legacy system.
Coordinated and planned migration of data to mew suste,/
Initiated and managed migration of data/documents from legacy system to Azure cloud data lake.
oWorked with vendor to facilitate movement of data and coordinate.
oDirect IT team to the system storage configuration to include the rules that govern system access.
Develop user access matrix
Key responsibilities include training and vendor management.
oCreate training documentation.
oConduct training sessions.
Represent senior leadership specifically for document system integration and process improvement.
AmeriHealth Caritas 06/2014 –02/2021
Facets Business Support Specialist
Worked with both internal and external customers to understand and document their needs utilizing Waterfall and Agile methodologies.
oCapture and build business requirement documents.
Work with business to determine what is needed and IT to plan a solution.
Identified end to end processes in coordination with business team for both present and future state using Visio swim lanes.
oCreate detailed user stories
Maintained and monitored issue log. Provided updates to project teams.
oUtilized Jira to track and respond to project questions and timelines.
Provided provisioning support for the Appian workflow management tool and direction to the corresponding Heat ticketing system.
oWorked with users to identify work flow
Developed and maintained reports that track associate metrics and quality indicators.
oUsing tools such as MS Excel and MS Access to generate reports that pulled together team member statistics and presented results to management.
Developed and maintained the departmental SharePoint site and spearheads team communication via an internal newsletter and blog.
Created HEDIS reports and maintained log of relevant HEDIS updates.
Ally Financial Inc. 10/2011 -05/2014
Senior Business Analyst
Key resource in support of the Blitz Doc imaging platform (Document Management).
oLed internal team to identify system issues and required updates
Maintained issue log and let work group to address these issues.
Acted as a liaison between the Business and IT areas.
oWorked with business team to address system improvements using Waterfall methodologies.
Supported company wide data migration project to a cloud-based Citrix servers.
oCoordinated the movement of data from onsite to replicated Citrix environment.
Supervised up to 6 technical analysts and ensured excellent customer service for desktop support and system integration projects.
oProvided training to team members
oIdentified and captured user needs to mitigate potential issues during projects.
TD Bank 02/2009 –04/2011
Business Analyst/Project Manager
Controlled the configuration and user account management for the RealEC mortgage product’s ordering system.
oMaintained active vs inactive user listing and updated system accordingly.
oCoordinated system maintenance.
oIdentified and documented potential issues.
Tasked to projects involving the integration of legacy systems and the development and analysis of integration projects.
Handled project tracking and performance report creation.
Supported the Cash Flow Management team by creating test plans, scripts, and user test cases
Member of data warehouse team responsible for providing feedback used to improve data quality.
Update access to vendor management web portal.
WSFS Bank 08/2008 –12/2008
Senior Project Manager
Performed detailed assessments of their wire transfer automation system and created and implemented enhancements designed to eliminate the manual process.
oCaptured business requirement.
oWorked with internal team members to identify alternative solutions.
oPresented options to internal and external customers.
Closely collaborated with project members to identify and quickly address problems specifically those that were customer service related.
Worked on team to enhance user interface issues and develop new screens to improve performance.
oInterviewed line users and section managers to capture requirements for system enhancement.
Barclays 01/2008- 07/2008
Senior Business Analyst
Consultant who supported business system and process upgrades.
oBusiness requirement gathering
Worked with senior management and stakeholders to capture high level requirements.
Supported credit card landing page development including API changes.
oUser interface modifications
Mapped end to end credit card process for various clients.
oCreated current and future state flows.
Part of data cleanup team which remapped data from several intersecting systems.
oRecorded data dictionary and data schema.
oBuilt supporting documentation to support system changes.
Surveillance Data 12/2006 –01/2008
Senior Project Manager
Managed projects relating to disease management by providing data support and analysis of key metrics in a niche marketplace.
oWorked directly with Senior Medical Director to enhance projects.
oManaged onsite resources that were assigned to disease management programs.
Led call center and created scripts and methodology for capturing data.
Built database in MS Access to track customer responses.
oPresented program findings to senior management.
Responsible for web-site design and development specifically for their influenza web tracking sites.
oInternal and external user portal maintenance. Ie. Update maps and data feeds.
Managed small and mid-sized research projects in support of their pharmaceutical industry clients.
Responsible for the scheduling and assignment of daily activities for a team of three junior analysts.
Independence Blue Cross 11/2005 –12/2006
Senior Business Analyst
Worked in support of the Government Programs team with specific focus on Medicaid Part D implementation.
oCapture requirements.
oCoordinate with internal stakeholders.
Assigned to AmeriHealth Administrators and was responsible for report development and generation for third party benefit administration.
oUsed MS Access and MS Excel to create on demand reports.
Performed data validation and testing.
Member of data warehouse team.
oProvide input for system improvement.
oRepresented Finance team needs.
OTHER EXPERIENCE
JPMorgan Chase Bank
Senior Business Analyst
Data migration to new data warehouse.
Ran point for data cleansing mitigating issues with data received from multiple sources 06/2005 – 12/2005
Keystone Mercy Health Plan 01/2000 – 06/2005
Business/Data Analyst
Data Analyst Medical Economics 01/2000 – 01/2002
HEDIS Reports and SME
United States Army Officer 06/1985 – 01/2000
Executive Officer