C Johnson Business Professional

CORIECIA L. JOHNSON

***** ******** ******, *******, ** 77082  313-***-****  **********@*****.***

OBJECTIVE: To manage small to large scale projects utilizing my expertise as a business analyst and project manager while combining strong inter-personal skills with financial expertise.

PROFESSIONAL SUMMARY: I have spent most of my career in the banking, finance, collections, and investment management and real estate businesses. My strong inter personal, business analyst and project management skills allow me to successfully analyze complex issues, identify solutions and communicate them to development teams and senior management.

SKILLS & STRENGTHS:

PMP Certification (obtaining) Test scenarios Team Building

Scope Management Process Re-engineering Self Starter/Motivated

Requirements gathering JAD Leader Detailed Oriented

Use Case development Prototype verification Fast Learner

COMPUTER SYSTEMS:

SunGard (Invest One)/Trust AM Trust/Wealth Management Odyssey/Wealth Management

Bloomberg/Trading-Reference Advantage/Billing Impromptu/Warehouse retrieval

FileNet/Archiving Xeye/Enterprise CRM OMNI/Trading

MS – Business Information Systems – Walsh College (obtaining)

BA – Business Administration /Finance - Michigan State University

PROFESSIONAL EXPERIENCE:

Search Technology, Inc. Account Opening/Portfolio Management 2008 –2009

Business Analyst hired to serve as a lead liaison business and technology community on multiple work streams for wealth management group. Company had twenty offices nationwide with 100+ Financial Advisors.

 Performed gap analysis between existing system and proposed system functionality

 Reduced lengthy account opening process with corporate wide front end web solution

 Mapped billing data from source system to target Redi2 billing system for all initial and ongoing data loads

 Managed multiple iterations of development including testing utilizing use cases as a baseline

 Released multiple packs into Production with minimal need for post implementation support

JP Morgan Chase Private Wealth Management 2007 –2008

Business analyst hired in executing phase to ensure that several thousand accounts were properly moved from source system to Mainframe system.

 Facilitated JAD sessions to re-engineer general ledger/revenue allocation process in new system

 Analyzed all account fee schedules to ensure calculations would be accurate post implementation

 Performed QA testing in target system utilizing use cases prior to passing data to business for UAT testing

 Develop final mapping matrix for technology to follow for transferring data to new system

 Extracted account data using ORACLE system and MS Access to provide reporting to senior management

Comerica Bank Trust Operations/Wealth Management 1998 –2007

Promoted from Project Manager to Fee Manager to ensure all billing functions were performed accurately by staff to allocate $1 Billion in revenue to appropriate balance sheet and income statement accounts.

 Oversaw staff activities by developing system level reporting for all daily/monthly functions

 Performed Human Resource task; marketing for open positions, interviewing, hiring, training and corrective actions

 Monitored and tested all fee functions during Trust Accounting System conversion

 Provided new vendor with import/export file layout for custom fee processes to ensure accurate Invoice distribution

 Analyzed Third Party Risk agreements to ensure vendor relationships adhered to Bank’s Third Party guidelines

Accepted promotion from Mutual Funds Reconcilement Manager to Project Manager to facilitate wealth management initiatives during critical conversion time of multiple legacy systems to new web based solutions.

 Developed corporate-wide documentation and processes to increase productivity during legacy system conversions

 Solicited RFPs from selected vendors and held vendor comparison sessions with senior management and stakeholders

 Structured project budget ($1.2 Million), scope and planning for wealth management conversion initiatives

 Facilitated requirements gathering training sessions for identified subject matter experts and executive management

 Defined developer practices and implemented new application release methods

Accepted promotion from Fund Accountant to Mutual Funds Reconcilement Manager to ensure all mutual fund assets balanced with Fund Companies data.

 Managed $150K budget for staff, expenses, contracts and tuition reimbursement for FTE/Intern staff

 Worked with technology to develop import files to streamline reconcilement process for mutual fund assets

 Trained analyst to evaluate fund company data import files and reconcile data to internal import files

 Managed workflows of reconcilements and developed reporting for audits; receiving high rating of 100% accuracy

Fund Accountant hired to value index funds to ensure tracked appropriately with market values for S&P 500, Midcap, Small Cap and International Funds.

 Calculated monthly Net Asset Value (NAV) for the purposes of reporting to investors

 Allocated gains and losses amongst investors and calculated accrue management and performance fees

 Prepared fund performance reports including monthly and annual summaries for assigned funds

 Maintained underlying account needs for assigned index, global, mutual and hedge funds

 Served as a liaison between business and technology to develop test plans and designed test data to prepare for User Acceptance Testing (UAT) environment

Great Lakes National Bank Lending/Retail Banking 1997 –1998

 Prepared and audited documents to submit for credit approval on residential and commercial loan products

 Focused on completing credit application, cash flow, debt service, collateral analysis and chart verification

 Marketed Bank products through code calling, mailers and retail Bank customers; generating 35% new business

 Evaluated property inspections, appraisals and rehabilitation process during disbursement and repayment of the loan

Rent-A-Center Account Management/Collections 1993 – 1998

 Produced accurate and timely collection statistics with supporting documentation regularly

 Enforced compliance with all contractual terms and conditions of loan

 Negotiated with customer to create a win-win environment for the company and customer

 Effectively skip traced excessively delinquent clients and coordinated return of merchandise in good condition

 Prepared documents and attended court proceedings to issue liens on non reachable customers

SELECTED ACCOMPLISHMENTS

Developed high visibility account opening solutions - Built strong technical alliance to guide Java developer and Visual Basic developer through business requirements discussions for account opening tools with high domestic and international visibility. This tool increased productivity by 25% per account with a daily average of twenty accounts being opened.

Corporate savings of $3.5 million from decommissioning legacy system - Consulted with vendor to convert back office and front-end legacy system to next generation financial system delivered in a phased approach resulting in $3.5 million annual corporate savings. Improved bank relationships with vendors through quarterly third party risk evaluations to prevent failures in critical functions and ensure compliance with agreement guidelines.

ADDITIONAL TECHNICAL SKILLS

Access/Database development Excel/Spreadsheets/Pivot tables Word/Reporting

One Note/Organizing/Sharing data SharePoint/Internet data sharing Project/Planning & Tracking

Visio/Workflows/Data Modeling PowerPoint/Presentations Outlook/E-mail/Calendar

Lotus Notes/E-mail/Calendar ODBC/DB2/Warehouse access Internet/Research

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