Business Analyst Project Management

ERBERTO CARLUCCIO

** ******* *****, **********, ** 07054 973-***-**** *********@*****.***

www.linkedin.com/in/erberto-carluccio-18ba064/

BUSINESS ANALYST PROJECT MANAGEMENT

CAREER SUMMARY

Accomplished Business Analyst and Project Manager with extensive experience in building platforms, automating reporting, and enhancing internal systems to drive operational efficiency. Proficient in gathering requirements, developing workflows, documenting processes, and delivering technology solutions aligned with business objectives. Expertise in utilizing Agile methodologies, managing cross-functional teams, and leveraging Visio, Excel, SQL, and Jira to achieve measurable results. Strong domain knowledge in finance and asset management, coupled with a proven track record of delivering impactful process improvements.

PROJECT MANAGEMENT // LEADERSHIP // TEAM BUILDING // SHAREPOINT // APPLICATION DEVELOPMENT // COLLABORATIVE // TEAMWORK // COMMUNICATION // ARCHITECTURE GOAL ORIENTED // JAVASCRIPT // PROBLEM SOLVING // SQL // PROCESS IMPROVEMENT SMARTSHEET // COST OPTIMIZATION // LUCIDCHART // RISK MANAGEMENT // INNOVATIVE APPLICATION INTEGRATION // WORKFLOW // ATTENTION TO DETAIL JIRA ANALYTICAL THINKER // TRUSTWORTHY PRODUCT PRESENTATIONS // RISK ASSESSMENT // DISASTER RECOVERY // RESILIENCY

KEY ACCOMPLISHMENTS

üDRIVING BUSINESS GROWTH: Delivered impactful product presentations and implemented strategic enhancements that significantly contributed to company expansion and market positioning.

üINNOVATING APPLICATION DEVELOPMENT: Led the creation of custom applications tailored to the unique needs of diverse business units, boosting operational efficiency and overall productivity.

üOPTIMIZING PLATFORM EFFICIENCY: Streamlined and decommissioned document management systems, realizing substantial immediate and recurring cost savings. Directed seamless migration efforts to platforms like SharePoint, leveraging user feedback through communication initiatives and surveys.

üFOSTERING TEAM COHESION: Organized and facilitated dynamic team video conferences, coordinated engaging presentation series, and introduced creative initiatives like member photo-sharing sessions to nurture a collaborative and inclusive team culture.

EXPERIENCE

BROADRIDGE FINANCIAL SOLUTIONS Newark, NJ

SENIOR BUSINESS ANALYST / PROJECT MANAGER - Business Process Outsourcing - Contract 04/2023 – 11/2024

Directed the decommissioning and migration of extensive file server, ensuring data integrity, regulatory compliance, and seamless platform transition to improve operational workflows.

Developed project plans, RAID item capture, and detailed dashboards in Smartsheets.

Collaborated with senior management to present PowerPoint presentations for client meetings.

Created access management summary sheets to align entitlements with FTE allocation.

Designed workflow process flow diagrams with swim lanes for Asset Servicing using Lucidchart.

Utilized advanced Excel functions for dynamic results in PowerPoint presentations.

Monitored regulatory changes like T+1 for risk management and proactive regulatory engagement.

Extensively used SharePoint and Teams for collaboration and document tracking.

Proficient in Excel, Word, Visio, and PowerPoint to support various project management activities.

Crafted SQL queries for data retrieval, analysis, and manipulation to support project data needs.

SENIOR BUSINESS ANALYST / PROJECT MANAGER - Wealth Management- Contract 01/2021 – 04/2023

Created visually compelling charts for weekly program dashboards using PowerPoint and Excel, enhancing project status reporting.

Led documentation efforts, collaborating with functional teams for project management tasks.

Defined system scope and user objectives, translating them into precise requirements.

Assisted in testing a certification tool for workstream and application readiness.

Collected and analyzed data from platforms like JIRA, Confluence, and Smartsheet.

Supported various project management tasks, including conducting meetings and preparing status updates.

PERSHING LLC, a BNY MELLON company Florham Park, NJ

BUSINESS ANALYST PROJECT MANAGEMENT – Applications Development – VP 06/1997 - 01/2020

Designed charts for program dashboards using PowerPoint and Excel to track project performance and milestones.

Crafted workflow-based forms and surveys to support project decision-making processes.

Developed customized pages and lists for business units to facilitate project collaboration.

Established SharePoint groups, defined permissions, and trained site owners.

Conducted requirements gathering and documentation to align projects with business needs.

Introduced innovative technological solutions to save time and resources, improving project efficiency.

Collaborated with FINRA on data delivery method conversions.

Managed technical project plans using Jira, MS Project, and Excel to track project progress and milestones.

Participated in Agile ceremonies, aiding user story grooming and sprint planning for better project delivery.

Created user stories, structured sprint plans, and distributed tasks.

Conducted analysis and refinement of requirements for technology services to support project goals.

Identified gaps in existing functionality and proposed solutions to enhance project outcomes.

Skilled in requirements elicitation sessions to gather project needs and objectives.

Business Continuity

Coordinated rotating coverage for business continuity events, ensuring uninterrupted project operations.

Maintained comprehensive business continuity documentation to support project resilience.

Decommissioning Platform

•Managed phased decommissioning of Confluence Wiki platform.

•Implemented communication strategies, SharePoint surveys, and migrated spaces to SharePoint.

•Prepared Statements of Work (SOWs) with vendors.

•Consolidated document management systems, achieving significant cost savings.

•Evaluated and procured a vendor data migration product.

•Advocated for investment in a 3rd-party vendor product, saving development costs.

Training and Direction

•Delivered, mentored and trained staff members training in various systems.

•Presented comparative analysis of technical solutions to senior management.

EDUCATION

Stevens Institute of Technology, Hoboken, NJ May 2007

Master of Science in Information Systems

Chubb Institute of Technology, Jersey City, NJ September 1991

Certificate in Technology

Bloomfield College, Bloomfield, NJ May 1989

Bachelor of Science in Business Administration: Business Management

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