Financial Services

Fortune 100 Bank

• Filled project management role for implementation of a CRM (customer relationship management) system that supports over 500 users across multiple business lines.

• Provided business analysis to implement several dynamically generated reports on a web based reporting system, supporting commercial customer accounting needs.

• Provided business analysis on a merger-related project to implement a browser enabled user interface to a mainframe business application, enabling service team member’s access to a single application from remote locations.

Fortune 100 Mutual Fund Company

• Filled project management, business analysis, and testing roles for a mutual fund transfer agent system (DST TA2000) conversion project.

Fortune 500 Mutual Fund Company

• Provided business analysis, e.g. documented business rules and workflows, to implement several transaction processes on an automated work distribution system (DST AWD).  Coordinated and executed user acceptance testing.

Fortune 100 Mortgage Company

• Provided business analysis for several system enhancements on an automated mortgage-underwriting system.  Assisted in reverse-engineering C++ code to identify, understand, and correct problems.

• Developed a process to incorporate business driven change requests into the software development process, improving turn around time for user enhancement requests.

Fortune 500 Bank

• Filled project management and business analysis roles on several projects that implemented business driven system enhancements across multiple banking systems.

National Insurance Company

• Provided analysis in developing and implementing several new life insurance and annuity products.  Managed the integration of new product related business requirements into business processing (e.g. claims, disbursements, licensing), business support (e.g. accounting, investments, compliance), and information systems.

• Provided analysis in developing a business application that projects life policy values and reporting on projected life policy values, enabling compliance with state regulations and improved response time to customer requests.

• Provided analysis to replace an existing insurance administration system, which is used by multiple business areas (on the back end of the insurance product life cycle).  Co-managed the project definition, requirements gathering, and RFI/RFP phases of the project.

Government

State Government Agency

• Developed and implemented the framework and support structure for an enterprise wide Information Policy Program.

• Developed and implemented policies and standards that balance solid security practice with business needs, while complying with federal and state regulations.

• Provided business analysis for various business process improvement efforts to improve internal customer service.

Retail

Fortune 100 Retail Company

• Managed implementation of new products on a browser enabled, PC configuration sales system.  Managed the technical relationship with vendors.

• Managed and developed a reusable project process for implementing new vendor’s on a browser enabled, PC configuration sales system.

• Provided analysis for a process re-engineering effort, resulting in substantial cost saving process changes.