Senior Project Manager & Business Systems Analyst

JASON GUTHRO

Project Manager / Senior Business Systems Analyst CSM PMP

248-***-**** *******@*****.*** www.linkedin.com/in/jason-guthro-39278325 PROFESSIONAL SUMMARY

Senior Business Systems Analyst and Project Management professional with 20+ years of experience leading cross-functional initiatives across the financial services industry. Demonstrated track record directing full project lifecycles from requirements elicitation through deployment and post-launch support, using both Agile and Waterfall methodologies. Skilled at managing project scope, schedule, risks, and stakeholder communication to deliver compliant, high-impact solutions at major institutions. Extends this discipline into hands-on project execution, including architecting AI-powered content engine from initial concept through testing and delivery. PMP Certified & Scrum Master Certified. CORE COMPETENCIES

Project Lifecycle Management • Scope & Schedule Control • Risk & Issue Management • Stakeholder Communication • Agile / Scrum / Kanban • Waterfall & Hybrid Delivery • Requirements Elicitation (BABOK) • Regulatory Compliance (• Process Improvement & Automation • AI Architecture & Solution Design • LLM Integration • AI Governance & Collaboration

• Multi-Tenant Architecture

PROFESSIONAL EXPERIENCE

Business Systems Consultant 07/2023 – Present

Self-Employed

Executed AI-driven architecture definition and implementation project (2026)

• Developed multi-tenant content production platform with a single operator, with project success measured against real- world metrics like search rankings.

• Combined external LLM APIs, a local AI verification agent, and a Postgres database with vector search to deliver enterprise-level reliability and verification in live production.

• Architected project end-to-end, including explicit ground rules governing AI agent operation, and delivered against a formal milestone plan developed using PMP and Scrum Master disciplines. Provided on-demand BA and project management consulting (2024–2026)

• Conducted requirements elicitation sessions with small business clients to document current-state workflows, identify gaps, and define future-state needs prior to any technology or vendor engagement.

• Advised clients on the RFI process for evaluating software vendors, including defining functional and non-functional requirements, developing scoring criteria, and guiding vendor demonstrations.

• Facilitated process mapping.

• Evaluated CRM and project management tooling for a family-owned business, translating operational needs into weighted capability comparisons and providing a shortlist recommendation with rationale.

• Assisted a startup client in drafting SOW and vendor agreement language for a custom software engagement, drawing on experience reviewing functional specs and integration contracts in regulated environments.

• Provided guidance on data organization and reporting needs for a small professional services firm, recommending tooling and outlining a lightweight data governance approach aligned to their budget and capacity. Product Analyst 03/2022 – 07/2023

Wells Fargo (contract through Insight Global)

• Directed project scope and delivery roadmap for new Credit Card programs (consumer and SBA), replacing legacy workflows with modern microservices architecture, reducing manual processing time and eliminating legacy system dependencies.

• Managed stakeholder communication across Card Program teams, development, QA, and downstream partners, facilitating demos and sprint reviews to validate progress against project objectives.

• Led requirements elicitation via event-storming sessions, translating business needs into epics, features, and user stories, maintaining traceability from business goals to development output.

• Controlled scope by prioritizing features based on market analysis and customer feedback, preventing scope creep while ensuring on-time delivery of account migration milestones.

• Assumed Scrum Master responsibilities for extended periods, facilitating daily standups, sprint planning, reviews, and retrospectives when dedicated coverage was unavailable.

• Identified and mitigated integration risks for downstream partner contracts, ensuring seamless data flow and compliance with existing service agreements.

Senior Business Systems Analyst 03/2020 – 02/2022

Flagship Credit Acceptance

• Led partner onboarding from initial engagement through go-live, managing a structured file exchange framework accommodating XML, JSON, and CSV solutions to meet partners at their level of technical readiness.

• Facilitated collaborative workshops with incoming partners to align on integration requirements, enforcing contractual and system-level business rules governing file exchange and data transmission.

• Implemented pilot rollout strategy by selecting specific states for initial deployment, validating system behavior in a controlled environment before broader release.

• Owned defect lifecycle end to end during integration testing, reporting defects, monitoring resolution progress, communicating status to stakeholders, and formally closing tickets before any partner went live.

• Managed concurrent regulatory compliance initiatives affecting usury rate limits and product eligibility across as many as ten states simultaneously, translating legislative changes into system specifications with legal guidance.

• Mobilized development team through daily Agile ceremonies and JIRA to prioritize remediation against hard regulatory effective dates, managing accelerated timelines where immediate regulatory exposure required urgent corrective action.

• Oversaw full testing lifecycle for all compliance and integration changes, including smoke testing, unit testing, QA, and UAT sign-off before production promotion.

Senior Business Systems Analyst 05/2018 – 01/2019

JP Morgan Chase (contract through The Judge Group)

• Managed TRID 2.0 compliance project scope by writing, prioritizing, and estimating stories capturing all required changes for 0%, 10%, and 100% fee tolerance tiers on mortgage loan files. This was an initiative to finish up remaining work from the original TRID implementation.

• Facilitated structured requirements sessions demonstrating live system behavior to Underwriting and Closing stakeholders, pulling actual redisclosure documents to show fee updates and tolerance violations, surfacing system risks before development began.

• Coordinated a team of four analysts, three QA resources, and three developers throughout the delivery lifecycle, tracking progress in JIRA and maintaining alignment against a hard regulatory deadline.

• Conducted independent testing of redisclosure scenarios prior to UAT, validating fee behavior across all tolerance tiers and coordinating defect resolution before handoff to stakeholders.

• Facilitated UAT with Underwriting stakeholders using real loan file scenarios, managing sign-off across all tolerance tiers before go-live cutover.

Senior Business Systems Analyst 12/2016 – 04/2018

Freedom Mortgage

• Led LOS migration initiative for the Traditional Retail division, managing data mapping across 700+ insert logic items and 500+ tracking items for the new mortgage portfolio system of record.

• Coordinated with Processing, Underwriting, and Funding/Closing managers to define and track 60 new tracking items and 100+ insert logic rules, ensuring scope completeness and go-live readiness.

• Managed HMDA 2018 compliance project requirements, overseeing mapping and translation logic to ensure accurate regulatory reporting under revised federal guidelines.

• Resolved production issues for the Traditional Retail line of business, serving as functional BA liaison between development, QA, and business stakeholders.

Senior Business Systems Analyst 07/2016 – 10/2016

Pentagon Federal Credit Union (contract through Solomon Edwards)

• Short term contract for RFP definition, submission, and vendor coordination

• Managed RFP project for a new mortgage Loan Origination System, leading stakeholder workshops, defining and weighting functional requirements, and vetting 20 LOS/POS providers for capability comparison.

• Served as mortgage SME, guiding project scope and vendor evaluation criteria for final RFP submission. Senior Business Systems Analyst 01/2016 – 06/2016

DRB Lending (contract through Tavant Technologies)

• Led requirements gathering for a new Point of Sale (POS) system, managing integrations with internal and third-party applications and overseeing UI redesign for internal workflows.

• Documented and managed workflow scope for mortgage loan application Gamification initiative, coordinating with SMEs to ensure process accuracy in the new 1003 submission system. Senior Business Systems Analyst 05/2015 – 10/2015

Morgan Stanley (contract through TSR Consulting)

• Managed data mapping project for LOS platform integration, led gap analysis for CCAR FR Y-14M regulatory report, identifying reporting deficiencies and driving remediation with OCC oversight.

• Queried SQL Server and Sybase environments to produce metadata documentation supporting compliance reporting improvements.

Senior Business Systems Analyst / Data Analyst 03/2014 – 04/2015 JP Morgan Chase (contract through Colabera)

• Managed root cause analysis initiatives across the Mortgage Banking System of Record, coordinating with LOB owners, Data Stewards, and IT to remediate data quality issues impacting CCAR and OCC reporting.

• Presented remediation findings and project status to leadership, driving strategic decisions on compliance reporting improvement roadmap.

Senior Business Analyst 08/2013 – 10/2013

Arrow Strategies / Palace Sports & Entertainment

• Spearheaded month-end audits for Merchandise and Food & Beverage, ensuring precise Hyperion reporting of revenue to the NBA, safeguarding the organization's reputation and preventing potential penalties from the owners' association.

• Developed and implemented a comprehensive software and end-user inventory system to efficiently track software licenses and costs, enhancing budget management and resource allocation.

• Managed vendor relationships for Hyperion Financial Management (HFM) and served as the primary contact for resolving related issues.

Senior Business Analyst 10/2010 – 08/2013

Flagstar Bank — Troy, MI

• Led Account Opening project, implementing Salesforce as a web-based front-end to consolidate banking data, improving cross-sell capability, customer retention, and representative efficiency.

• Served as lead analyst on compliance projects for RESPA 2010, Dodd-Frank (LO Compensation), and PII data cleanup, managing scope, timelines, and OCC mandate adherence.

• Led PILE mortgage operations projects, managing delivery schedules and coordinating with technical teams to ensure accurate loan origination process improvements.

• Provided Level 3 production support for LOS issues affecting broker and correspondent partners, triaging incidents and managing resolution timelines to protect revenue-critical workflows.

• Facilitated group design sessions and onboarded new analysts onto active projects, managing knowledge transfer and team ramp-up as a project resource.

EDUCATION & CERTIFICATIONS

• Master of Science, Data Analytics & Business Intelligence (In Progress) — Lawrence Technological University

• Bachelor of Science, Information Technology (Completed 2024) — Lawrence Technological University

• Project Management Professional (PMP) — PMI Certified Above Target across all domains

• Certified Scrum Master (CSM) — Scrum Alliance

• Business Analytics — Global Information Technology

* PMI requires 36 months of non-overlapping project management experience. Estimated PM hours based on 40% of total work hours dedicated to PM activities.

TECHNICAL SKILLS

• Project & Collaboration Tools: Jira, Confluence, Workfront, SharePoint, Balsamiq, Rally, ServiceNow, Microsoft Office Suite

• Data & Reporting: SQL Server, Sybase, Business Objects, Hyperion, Power BI (In Progress), Informatica, Oracle, PostgreSQL, pgvector

• CRM & Workflow: Salesforce, MS Dynamics, Laserfiche, Postman, VMware, Citrix

• Mortgage & Lending Systems: Encompass 360, Black Knight MSP, AUS (Fannie Mae), HOGAN, CreditBridge, Lakewood/MPX

• AI & ML: Ollama, Llama 3.3, BGE Embeddings, External LLM APIs, Vector Search

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