Versatile Scrum Master and IT Project Leader
Resume:
Gilberto Borrero, CSM, CPO, MBCS
********.*********@*****.***
https://www.linkedin.com/in/gilberto-borrero-778a5b16/
Air Force Veteran, with certifications as Project Manager, Business Analyst, Scrum Master, Data Analyst, Product Owner, Technical Writer, and Paralegal. I possess over 20 years of experience as a Business Analyst, and Technical Writer, 15 years as a Scrum Master and Product Owner and 10 years’ experience as a Research Analyst/Word Processor for law firms. The experience encompasses the following industries: banking, financial services, legal, nuclear, software development, AML sanctions analytics, healthcare, and cloud computing. I have over 15 years’ experience in leading teams, driving initiatives, contributing, and completing assignments in an efficient and timely manner.
Objective
I am looking for a position that builds upon my knowledge and skill set to make a greater impact in the IT, financial, and professional sectors.
Experience
Certifications
Alteryx
Tableau
SAP ERP
Business Analyst - British Computer Society (BCS)
Scrum Product Owner -ScrumStudy #736107) (2009)
ScrumMaster -ScrumStudy #619674) (2009)
Technical Writing
Six Sigma-Yellow
MS Project
ServiceNow Administrator
Confluence
Jenkins
MS Azure Migrate
ITSM/ITOM
DevOps Architect #645***********
DevOps Admin #867***********
MS Dynamics 365
NC Paralegal
Mortgage-backed Securities (MBS)
BFS
MS Purview
Software Knowledge/Expertise/Skills:
Business Systems Analysis
JIRA
ServiceNow
Mulesoft API
AI
JQL (Jira Query Language)
PEGA 8.6.6
Copilot
Power BI (3 years)
Confluence
Visio
Community
U.S. Air Force, honorable discharge
Language
Fluent in Spanish (verbal and written)
Mar 2025 – Dec 2025 Daimler-Benz (Insight Global)
Project Coordinator/Business Systems Analyst
Managed migration project involving over 15,000 PCs at various plant facilities in North and South Carolina as well as 6 plants in Mexico.
Conducted site task migration planning involving Windows 11, GreyPC (domain changes), and BluePC (Operating System changes).
Used Power BI to conduct migration planning
Coordinated resolutions to various challenges and differences between the plants in order to limit business disruptions.
Displayed proven experience in infrastructure management and experience overseeing complex technical migrations.
Provided strong product management and communication skills
Provided exceptional customer service experience and problem solver abilities
Generated bilingual (Spanish) instructional documentation, process maps and Visio flows
Worked on CMDB task completion within ServiceNow.
Used Copilot application when generating business requirements for AI projects
Feb 2024-May 2024 MSC Industrial Supply
Senior Business Systems Analyst – Data Science & Analytics
Managed cross-functional teams to identify and prioritize opportunities for developing and enhancing analytics using MS-SQL, Power BI, and Alteryx (imports and refines SQL queries) and generating customer portal visualization dashboards using Tableau.
Reviewed, maintained and implemented MSC supply chain applications and was a point of reference for in-house SAP applications.
Conducted meetings to understand data dependencies and create requirements for MDM engineering teams to bring in new data attributes from SAP4/HANA and Alteryx into the ecosystem.
Documented requirements for COTS products supporting the data analytics and engineering team in developing high-quality data-driven analytics and visualization products that meet the business user needs.
Performed quality-assurance and user-acceptance testing using MicroFocus by designing test plans, test scripts and scenarios to ensure that the solutions meet user needs.
Conducted design reviews using quantified acceptance criteria
Developed user-training material and tutorials for Alteryx dashboards and Tableau visualization products for MES applications.
Generated requirements using Copilot4DevOps prototype.
Worked with the following EDI formats; 850, 855, 856, and 810 which were for purchase orders, ship notices, and invoices.
Feb 2023 Feb 2024 Wells Fargo
Senior Scrum Master/Project Manager
Generated Agile user stories for API platform development with “acceptance criteria” and “definition of done.”
Managed MDM warehouse scrum teams in upgrade from legacy technology applications to current Capital Markets applications.
Used JIRA Align and Confluence to promote prioritization, team readiness, and delivery of work products for each sprint.
Used JQL to perform sprint metrics and burndown charts
Completed sprint product delivery with on-time accuracy within data warehouse project.
Ensured that product delivery complied with stakeholder requirements of data migration, regression testing, and user training documentation.
Achieved BASEL regulatory compliance by producing procedural policy documentation mitigating financial and operational risk with regard to Capital Markets and Trading
Generated and converted requirements into Agile epics, features, and stories.
Conducted user acceptance testing for specific application updates to Capital Market applications.
Provided regulatory reporting and policy documentation on Capital Markets products.
Worked with regulators on CCAR which includes the supervisory and company-run stress tests that are conducted as a part of the Board's Dodd-Frank Act stress tests (DFAST)
Processed ACH payments, securities, trade services, cards and FOREX following ISO 20022 messaging standards
Ensured business and functional requirements for data governance were clearly met and adhered to by the bank personnel.
Defined policies, data standards, roles and responsibilities for data assets.
May 2021 – Dec 2022 Mercer (Marsh McClennon)
Global Senior Business Systems Analyst
Managed five US Business Analysts within a group of fifteen worldwide Business Analysts.
Used ChatGPT as a prototype to define and document Gap Analysis requirements (business, functional, technical, UAT)
Managed requirements in compliance with all state and federal regulations and guidelines
Generated Use Cases for API Development using PEGA 8.6.6
Created inventories of policies, processes, templates, tools, and MDM data repositories that support eCommerce business solutions and services using SharePoint and distributed via Confluence.
Used ServiceNow to create rules, workflows and assignments relating to specific business analyst deployment for customer portal software applications.
Apr 2020 –May 2021 LPL Financial
Scrum Master/Senior Business Systems Analyst-
Generated Agile user stories for API platform development with “acceptance criteria” and “definition of done.”
Performed sprint planning and maintained sprint backlogs and Release Train as Product Owner and Scrum Master
Generated process flows, data mappings, JIRA epics, features, user stories, and UAT plans to be viewed in Confluence and used in software development.
Generated prototypes, mockups and wireframes using Visio.
Used JQL to perform sprint metrics and burndown charts
Worked with other Product Owners, Scrum Masters, and business stakeholders, developers, quality assurance and end users.
Managed change control schedule, OCM, prioritized enhancement requests, and led user advisory board during review sprints.
Designed test plans and scripts, along with tracking software defects
Nov 2019 – Apr 2020 TIAA
Scrum Master/Project Manager
As Product Owner, represented the voice of the Customer in design sessions.
Worked with senior management in the documentation and maintenance of the TIAA software applications.
Managed scrum team grooming sessions using JIRA Align and Confluence to promote prioritization (Release Train), OCM team readiness, and delivery of work products for each sprint.
Translated business partner requirements into JIRA epics, features, user stories and UAT plans to be used by development and QA teams.
Used JQL to perform sprint metrics and burndown charts
Generated Agile user stories for API development with “acceptance criteria” and “definition of done.”
Constructed MDM data catalogs, data and process maps, to accurately align to user stories.
Generated prototypes, mockups and wireframes using Visio
Developed KPIs, Tableau dashboards, customer portals, and status reports to measure effectiveness of E-Commerce, Onboarding, and Production support services.
Aug 2018 – Nov 2019 Wells Fargo, NA
Initiatives Business Analyst
Generated business, system, and infrastructure requirements for CSAR (Corporate Securities Asset Remediation project for the Corporate Properties Group
Generated technical documentation encompassing the overall Wells Fargo IAM network within the Physical Access Security System (PASS) project
Generated customer portal prototypes, mockups and wireframes using Visio
Worked with Wells Cybersecurity managers to document Cisco LAN and WAN firewall configurations and MS Active directory
Managed MDM data requirement analytics using SQL and Tableau for CSAR and Physical Identity and Asset Management System (PIAMS)
All data analytics and security metrics were managed within SharePoint and Confluence.
Generated SSP (System Security Plan) in compliance with FFIEC and NIST 800-53 which defines security and privacy control baselines for federal information systems and organizations.
Senior Business Analyst – Operational and Regulatory Risk
Authored and refined business and functional documents with Operational and Regulatory Risk teams with relation to commercial deposit accounts.
Achieved BASEL regulatory compliance by producing procedural documentation mitigating financial and operational risk with regard to SWIFT, CHIPS and FedWire (used by Federal Reserve banks to transfer funds electronically between member institutions).
Processed ACH payments, securities, trade services, cards and FOREX following ISO 20022 messaging standards
Ensured business and functional requirements for data governance were clearly met and adhered to by the bank personnel.
Defined policies, data standards, roles and responsibilities for data assets.
Apr 2018 – Aug 2018 Truist (BB&T/SunTrust)
Business Systems Analyst, Scrum Master
Worked on the merger between BB&T and SunTrust creating Truist Bank. This involved application migration from legacy systems into cloud-ready applications using MS Azure Migrate
Managed investment projects with business and technology teams to analyze and articulate integrated business and system/ application processes, and functional specifications for data and application migration.
As Scrum Master, performed all Agile ceremonies (Sprint planning, Standups, Backlog refinement, Sprint review and Sprint retrospective).
Managed on-going updates to key artifacts supporting Anti-Money Laundering portfolio.
Supported client onboarding and account opening for Retail, Consumer Lending, Wholesale, and Asset Management lines of business using Salesforce (Summer ’18) application
Generated user application test cases using MicroFocus and Requisite Pro
Conducted ETL process for data validation between projects.
Generated prototypes, mockups and wireframes using Visio.
Aug 2017 – Apr 2018 Everbank/TIAA
Senior Business Analyst, Scrum Master
Worked on the merger between EverBank and TIAA which involved application migration from legacy systems into cloud-ready applications
Managed the STAO (Straight-Thru-Account-Opening) project from inception to release for desktop, mobile and cloud applications with 2 scrum teams of 10 individuals.
Defined Mobile and Tablet project scope and objectives with Product Owner and retained in Confluence.
Generated Agile epics, features, and stories from legacy Waterfall business requirements.
Generated customer portal prototypes, mockups and wireframes using Visio
Implemented Lexis/Nexis, eMailage, and Actimize risk management applications.
Performed data analysis using SQL/SSRS, data mapping and data conversions for migration from the Everbank platform to the TIAA platform.
Generated infrastructure technical requirements for Mobile and Tablet applications with regard to cybersecurity.
Refined KYC/CDD requirements to closely follow AML/CDD/EDD/OFAC specifications.
Performed Transaction Monitoring involving SPF and PEP incidents and reported them to senior management and OFAC.
Apr 2017 – Aug 2017 Ameris Bank
AML Systems Manager/Project Manager
Managed all activities relating to the Bank’s FIS-Prime AML System (transaction monitoring system)
Tracked and documented SAR/STR filings, as well as SPF and PEP incidents and reported them to senior management and OFAC
Supported development, implementation, and integration of AML, CDD, EDD and OFAC systems, such as LexisNexis Bridger Insight XG, Searchspace/Actimize AML, and Actimize Customer Due Diligence
Developed business requirements, UAT requirements, test scenarios and test scripts to ensure accurate filtering of client banking data
Performed data analytics reporting using SQL/SSRS to achieve BASEL regulatory compliance with financial and operational risk.
Refined KYC/CDD requirements to closely follow AML/CDD/OFAC specifications.
Performed Transaction Alerts Monitoring and triaging for SPF and PEP incidents and reported them to senior management and OFAC.
Jul 2016 – Apr 2017 Bank of America
Systems Architect, PEGA Business Analyst, Scrum Master
Used the PEGA Platform 6.3 Business Process Management Tool in automating the funding fulfillment process from receipt to its implementation, which included credit risk assessment, change management, document preparation, security registration, processing of fees and advancement of funds and testing support.
Defined Features and Stories in PEGA, that provided regulatory sustainability and enhancements to the Enterprise Military Benefits Portal.
Created system, business, and technical requirement documents, including Visio diagrams, system use cases, data element tables and messaging catalogues.
Drafted and executed the change management plan for the PEGA initiative.
As Scrum Master, performed all Agile ceremonies (Sprint planning, Standups, Backlog refinement, Sprint review and Sprint retrospective)
Feb 2016 – Jun 2016 US Bank
Systems Analyst, AML/OFAC/CDD Systems and Data Integration
Supported development, implementation, and integration of AML, CDD and OFAC systems, such as LexisNexis Bridger Insight XG, and Searchspace/Actimize AML.
Partnered with the AML, CDD, EDD, and OFAC Analytics team senior leaders, Corporate Audit Services (CAS), and business partners in JAD/JAD sessions.
Tracked and documented SAR/STR filings, as well as SPF and PEP incidents and reported them to senior management and OFAC.
Led hybrid Waterfall-Agile team involved in creating technical requirements which were converted into Epics, Features and Stories
Ensured risk management strategy development, metrics, documentation, compliance, and controls
Managed SharePoint (now Confluence) directories for database script and SQL implementations and reports generated within SSRS
Developed data maps, UAT requirements, test scenarios and test scripts
As Scrum Master, performed all Agile ceremonies (Sprint planning, Standups, Backlog refinement, Sprint review and Sprint retrospective)
June 2015 – February 2016 Bank of America
Technical Business Analyst (Risk Management Data Warehouse)/Scrum Master
Supported PEAKS Enterprise (Summit Risk Systems) to consolidate wholesale and loan equivalent products and commercial deposit accounts along with associated credit risk metrics
Performed regulatory risk management on databases within PEAKS.
June 2014 – November 2014 Duke Energy
QA Test Analyst
Authored automated test scripts for assigned prototypes on the CDP project using HP Quality Center
Tracked, analyzed, and reported program results accomplishing Key Performance Indicators
Collaborated with application designers to design, build, and test custom database applications and user interfaces.
Delivered and reported the integrated customer communications required for each assigned program
February 2013 - June 2014 Bank of America
Business Analyst/Scrum Master
Worked on Analysis Automation and Business Relationship Management involving large COMMERCIAL INSTUTITIONAL investors and deposit accounts accessing e-Commerce applications housed on an Oracle database.
Agile:
Created user stories, epics, and themes by eliciting requirements from product owners
Prioritized backlog items using JIRA in pre-sprint planning meetings and conducted backlog grooming with collaboration from the product owners
Generated story points within rapid application development
Facilitated daily scrum meetings for development leads, QA leads, and project manager
Prepared process and reporting requirements in JIRA
Designed and created JIRA workflows including project workflows, screen schemes, field configurations, permission schemes and notification schemes
Conducted change management meetings and ad-hoc testing meetings when needed
Reviewed test cases and assisted in identifying defects and prioritized resolution of defects
Waterfall:
Gathered business requirements using JAR/JAD sessions
Created technical documentation (FRDs) using Visio and Word
Created process and procedure documentation, including BRDs/HLDs/LLDs
Created process maps, use cases, wireframes, and project plans for new and existing projects
Used HP Quality Center for automated testing and test script generation
Assisted in the generation of a new graphical user interface for internal associates and external clients
Planned and organized business controls for multiple projects
Tracked and guided various e-Commerce application projects through the entire SDLC lifecycle
Expert in enterprise-wide change policy management and standards
Determined root cause analysis of existing problems
Conducted ETL process for data validation between projects
April 2010 – December 2010 Wells Fargo
Business Analyst - Fixed Income, Credit Risk, Equities & Capital Markets (ABF Technology Division)
Reviewed, analyzed, and evaluated existing Whole Loan Trading REALM (Real Estate Assets Level Manager) using the following software applications: Securities and Investment Group Residential (SIG-RESI), Middle Markets (MML), Collateral Debt Obligations (CDO) Pricing, Collateral Loan Obligations (CLO) Credit Score, Corporate Credit Team Library (CCTL), Sputnik; Apollo; REPO (Mortgage-backed Security (MBS), BSM
Facilitated Joint Application Development and Review sessions (JAD/JAR)
Created FRDs and detailed operations manuals using document analysis and end user interviews in upgrading the various Capital Markets software applications
Formulated systems to parallel overall business strategies
Manually tested modified applications using MS SQL to meet user requirements and specifications
Worked with team of 20 Developers and 3 Project Managers
Education
2025-2026 Louisiana State University Baton Rouge, LA
Expected Bachelor of Arts, Political Science
2025 Central Piedmont CC Charlotte, NC
Associate of Arts, North Carolina Paralegal Certification
2002 Florida Atlantic University Boca Raton, FL
Bachelor of Arts, General Studies
1992 Broward College Ft. Lauderdale, FL
Associate of Science, Business Administration
1978 Broward College Ft. Lauderdale, FL
Associate of Arts, Computer Science
Contact this candidate