Senior Analyst

OBJECTIVE

To pursue a project management career within a multifaceted organization. Areas of interest include: project team collaboration, change management, process redesign and implementation, research and development, problem solving, data mining, analysis and configuration.

EXPERIENCE

WACHOVIA BANK, N.A., Charlotte, NC 2006 - Present

Card & Payment Solutions 2006 – Present

Senior Business Analyst

• Collaborate with business units to identify requirements and providing subject matter expertise for new online credit card systems and production enhancements.

• Facilitate application design sessions with internal/external line of business and IT partners; documenting action items, change controls, business requirement, functional design and test plan documents.

• Partner with business and technology/ecommerce resources to identify, evaluate and execute solutions to online production support issues.

• Coordinate and manage Quality Assurance resources through user acceptance testing cycles.

• Analyze production environment defects and provide appropriate resolution recommendations.

E-Commerce 2006 –2006

Change Analyst, Contract

• Reviewed incoming project change management forms from internal development teams. Created change requests for software/applications using Peregrine Service Center. Tracked entire change process from initial documentation through approval and implementation result tracking.

• Conducted meetings and conference calls with application team members and associates to accurately assess change efforts in order to align to project deliverables.

• Evaluated all documentation associated with each proposed change request. Verified the change implementation and back-out plan, the associated risk, linked dependencies, testing requirements and evidence and overall impact assessment.

• Verified documents were compliant with corporate change management policies, project management methodologies, Configuration Management and SDLC (Systems/Software Delivery Lifecycle) standards.

BANK OF AMERICA, Charlotte, NC 2006 - 2006

Business Analyst, Contract

• Reviewed and documented project data submitted by business and strategic partners, performed gap analysis with project scorecards and existing project tracking system for corporate outsourcing arm.

• Gathered project records, including business requirement documentation, technical design specification and process flowcharts, based on project data files being submitted by third party vendors.

• Analyzed established metrics associated with project tracking system, developed new metrics to enhance system reporting and performed quality assurance tests and measured compliance with Six Sigma and SDLC methodologies.

WACHOVIA BANK, N.A., Charlotte, NC 2000 - 2006

Retirement Services 2005 –2006

Business Analyst

• Maximized profitability through expense control; minimized trust loss by securing 401(k) Plan Assets. Created new account ledgers for incoming plan assets. Monitored assets in cash management system and compared estimated assets to actual assets received.

• Coordinated due diligence and the communication process for incoming client 401(k) plans. Maintained the Qualified Prospect Summary Report and Due Diligence Log.

• Created and documented test plan scripts for Online and VRU (Voice Response Unit) participant access. Detailed plan specifics, tested each plan and validated account balances, money types and investment funds.

• Created status reports of all 401(k) plans converting into legacy systems. Used MS Excel to examine the number of plans currently in conversion, total assets and process completion time.

Operations, IT & E-Commerce 2000 –2005

Data Analyst

• Analyzed deposits, credit card transactions, access checks, prime equity line card transactions, credit/debit/ATM card transactions, address changes and new accounts for unusual behavior in order to proactively address potential bank losses.,

• Used demographic data to perform case trend analysis. Collaborated with other financial institutions to identify fraudulent activity and reported unauthorized access to customers and appropriate law enforcement agencies.

• Recorded and annually reviewed case resolutions with senior management to avoid potential cases of identity theft and account takeovers. Closed accounts due to item charge backs.

Fraud Prevention (First Union National Bank) 2000 –2000

Data Analyst, Contract

• Researched Credit Card Fraud Prevention productivity data. Presented analytics, including monthly loss and saving numbers, type and quantity of identified cases and call amounts, in monthly business review meetings

• Collaborated with mid-level management from internal teams to set monthly reporting deadlines.

EDUCATION

Rowan Cabarrus Community College, Concord, NC

Associate in Arts and Sciences

Major: Liberal Arts and Business Ethics

University of North Carolina at Charlotte, Charlotte, NC

Bachelors of Science in Business Administration

Major: Industrial and Operations Management.

SKILLS

Project Management: SDLC (Software/Systems Delivery Life Cycle), Six Sigma Methodologies, change management, configuration management, requirements gathering, JAD / RAD session coordination, test case/script writing and testing, project scheduling/coordination, production support and root cause analysis.

Applications: Microsoft Office Suite (Outlook, Excel, Word, Access, PowerPoint, Visio, Project, Publisher), Lotus Notes Applications, Lotus 1-2-3 for Windows, Windows XP, Windows Server 2003, SharePoint, Internet/ecommerce .

Systems: Payment processing systems, Peregrine Service Center (change management tool), Trust and Asset Management systems, TSYS (financial payments and processing system), Loan origination (Credit underwriting and decision Engine System), FDR (First data resources - financial processing and payment system), database management systems.

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