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Title Project Manager, Business Analyst
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Candidate's Name
Sr. Business Analyst/PMAs an IT Business Analyst:  I possess a combination of technical and soft skills to allow me to excel in my role, have managed several projects   concurrently, and are very well organized and hands on.  I multi-task as required and provide direction and education as needed utilizing the Best Practice processes and documentation templates, and have a library of templates, processes, and presentations for use as a foundation to minimize team setup.
Listed is a summary of my expertise that would benefit your company in delivering projects on time within budget.SkillsDescriptionBusiness KnowledgeI have more than 25 years of experience managing projects, with an understanding of business principles, including finance, accounting, and industry specific details, enabling me to bridge the gap between business needs and technological solutions. Pride myself in understanding the user needs and motivations.TeamAbility to engage, facilitate, educate, and concurrently lead more than one project and team.  Possess excellent communication skills and ability to negotiate and handle mitigation and solution. I work with teams locally and overseas with different time zones.AnalyticalAbility to quickly analyze data, identify trends, and draw insights essential in interpreting complex information and making informed decisions.Requirements ManagementAbility to gather, document and manage project requirements.Database and SQLAbility to work with databases and write simple SQL queries.CommunicationI am expert at interacting with stakeholders and SMEs to gather requirements and present findings.  I work to collaborate and document all information.TechnicalI possess process modeling and workflow analysis skills.
Office ApplicationsWord, PowerPoint, Excel, Visio, SharePoint, Outlook, Project, Teams, One Drive, and Access.Business ToolsTableau, Power Bi, JIRA, Azure, Primavera, ProjectMethodologiesCascade, Waterfall, Agile, Hybrid, Lean Sigma, Basics, Maps, PMUWS, RUP
Documentation and PresentationAbility to create expert documentation using tools (Visio/PowerPoint) to create presentations for Team and Management Communication.Project CategoriesSource to Target Data Ingestion/Migration, ERP Replacement, Object Integration, Configuration & Change Management, Vendor and Materials Management (WMS), e-Commerce, Supply Chain, Testing, Training.Project EnvironmentsBank, Manufacturing, Financial Services, Retail, Telecommunications, Insurance, IT Systems.ERPJDE, JDA, SAP, BPCS, WMS, ASI, OracleProject Documentation& PMO DeliverablesBusiness Case, Charter, Project Plan, High Level/Detail Requirements (BRD/FRD), High Level Design (FSD) High Level Architecture, (SOW), (WBS), (RACI), (RTM), (Use Case), Scrum Ceremonies, Development Plan, Test Plan-Scripts-UAT, Training Plan, Change Control Plan, Implementation Plan, Post Implementation Plan, Project Documentation Archive Plan.Engagements20+ Major Companies, working as a FTE or Contractor, onsite and remotely over my professional career.Education    1. University   Mountain States 1990:  Certifications:  Professional Mgt., Procurement Management, MRP1.1, Corporate Instruction    2. IBM 1992-Certification   Lean Sigma, VSM    3. University   San Diego State 1985   Certification Configuration Management    4. PMI 1990   PM/BA Certification    5. ANSI x.1   EDI/EDIFACT/XMLWork Experience (Recent)Flagstar Bank, Troy,  MI (Sr. Business Analyst) -RemoteAugust 2023 [To] April  2024Objective:  Merge two Separate Bank s Document Management Systems into a cohesive whole to ensure that processes related to document creation, storage, retrieval, collaboration, and compliance run efficiently.Responsibility:  Discovery/Scope/Objectives - Due diligence, integration, Design, Data Mapping, and Migration.  Inclusive- tasks, resources, stakeholders, deliverables, vendor requirements and interfacing.Achievements:  Delivered educational and presentation decks, Discovery completion, Charter, Requirements - BRD, Process workflows, Use Cases/Stories, Data Mapping - ETL, JIRA setup, Functional Specification Design, - FSD, Project/Deliverable Plans, and SharePoint Navigation to Source Documents.TechnologyMicrosoft Suite, OpenText, PRF, JIRA, SharePoint, Clarizen, Methodologies:  Waterfall/AgilePNC Bank Scrum Master/Sr. BSA   Pittsburgh, PA - RemoteAugust 2022 [To] May 2023Objective:  Data Migration Source to Target to BI to Dashboard/Reporting Projects
Responsibility:  Worked as Scrum Master defining the processes and tasks involved from moving from a Waterfall Environment to Agile.   Documentation/Training/Execution of ceremonies.   Identified techniques for developing detailed requirements, producing deliverable documentation and implementation direction, and ensured that traceability was established between business requirements and corresponding design and test.Achievements:  Delivered Two phases of customer required migration projects, complete documentation of deliverables and Project Management guided completion.    1. Inclusive of Requirements deliverables, Scrum Ceremonies/Jira management, and implementation.TechnologyMicrosoft Suite, OpenText, PRF, JIRA, SharePoint, Clarizen, Methodologies:  Waterfall/AgileCargill Sr. BSA/Delivery/PM   Minneapolis MN. - RemoteSeptember 2021 [To] June 2022Objective:  Data Migration Source to Target to BI to Dashboard/Reporting ProjectsResponsibility:  Leading 4 Projects Domestic and Overseas for Sales, Commodities, Profit Ratios, Financial Reporting/Profit
Achievements:  Delivered Commercial, Sales, Profits, Financial, Commodities projects, completed Commodities, and third party data integration, and source to target to BI for Dashboard reporting, and SAP To Source to BI/Dashboard/Reporting.TechnologyMicrosoft Suite, , OpenText, PRF, JIRA, SharePoint, Clarity, AZURE  Methodologies:  Waterfall AgileWells Fargo Sr. BSA Marketing Projects - RemoteJune 2020 June 2021 - *Note:  Worked for Wells Fargo for 4 Projects.  Reference in Summary.Objective:  Supporting Marketing Capabilities Group-Data Migration From Source to Target utilizing existing Changed application functionality, and Development of Reports and Dashboard.Responsibility:  Elicit, analyze, document, and validate business requirements of user stories related to the Marketing systems and tools.  Utilized the requirements framework to identify the most appropriate requirement methods or techniques for developing detailed requirements.  Ensured that traceability was established between business requirements and corresponding design and test.Achievements:  Delivered Project end to end, Discovery to Implementation.TechnologyOS Windows 8 Enterprise, Biz Talk, SharePoint, SQL Data Bases 2003, 2005, 2008, 2012, Servers VMware Physical/VirtualAchievements:Professional Accomplishments      Authored an EDI Document Tracking System.      Received Two Technical Excellence Awards for Speaking and Instruction.      Authored A Bar Code Tracking System and Designed/Instructed Users.      Co-Authored A Performance Goal Setting/Appraisal System and Designed/Instructed User Classes.      Traveled to More Than 100 Companies to Educate Suppliers On EDI, Bar Coding, And Modeling Concepts.      Guest Speaker at APICS, American Software, Public Service Phoenix, General Electric, GTE, And Electronic Industry Data Exchange Organization.  Was on The Board of Directors For EIDX, The Electronics Industry Data Exchange EDI Group.      A Member of Professional Management Association PMA For Five Years.      Authored an MRP User Course and Certified 2400 Managers and Users.      Designed and implemented two Supply Chain Complete Systems including VMI (Vendor Managed Inventory), Daily Master Scheduling, MRP11, Purchasing EDI, and Warehouse Management.Career Summary-Employment History
TitleCompany NameLocationTypeStatusFromToObjectiveResponsibilitiesSr. BSAFlagstar BankTroy MichiganContractRemoteAug-2023Apr-2024Merger 2 Banks Doc.Mgt. SystemsDiscovery/Scope/ObjectivesSr. BSA/Scrum MasterPNC BankPittsburg PAContractRemoteAug-2022May-2023Data Migration ReportingWaterfall to Agile/Deliver 2 Phases of Migration ProjectsSr. BSA/Delivery Mgr.CargillMinneapolis MNContractRemoteSep-2021Jun-2022Data Migration Source to TargetSales/Commodities/Profits/Financial Reporting Domestic and Overseas.Sr. BSA/Delivery Mgr.Eddie BauerBrea CAContractOnsiteJun-2020Jun-2021Implementation of New Help DeskTeam Facilitation/Requirements/Scope, optimal to be process, working with clients to implement Service Now.Sr. BSA/Delivery Mgr.Essex PropertiesIrvine CAContractOnsiteJul-2019Feb-2020Implementation of New Help DeskTeam Facilitation/Requirements/Scope, optimal to be process, working with clients to implement Service Now.Sr. BSAWells Fargo BankMinneapolis MNContractRemoteFeb-2019Jun-2019Marketing Data Migration/Reports/DashboardsBusiness Reqs., Systems and Tools User Stories, Traceability between business and Design/Test.Sr. BSAWells Fargo BankMinneapolis MNContractRemoteSep-2018Dec-2018Demand Content Managing Imaging Content Managing.Establishing Mgt. team requests/team, estimation and sizing, proposals, partner expectations/communication, change control, artifacts and deliverables.Sr. BSAWells Fargo BankMinneapolis MNContractOnsiteSep-2017Sep-2018Insurance Policy Management UpgradeUpgrade the existing Insurance Policy Management application three versions to current status per company edict.Sr. BSAWells Fargo BankMinneapolis MNContractOnsiteMay-2016Mar-2017Move Server Farm/ApplicationsEvaluate the existing Farm Content/applications and create and execute a Server Farm Move from one company location to another out of state facility.Sr. BSASuperValu Ind.Minneapolis MNContractOnsiteSep-2015Feb-2016Web Site Client Modification/ImprovementWorked with internal and divisional clients to define requirements, negotiate (WBS), create PMO Documentation for project initiation, and defined SOW,s, and designs for multiple IT projects. Projects involved architectural infrastructure feasibly studies.Delivered 4 Project Improvement Projects (Merchandise Operation Projects)Sr.BSAPolarisMinneapolis MNContractOnsiteApr-2015Sept2015Web Application/Paint Automation ProjectWork with internal and divisional clients to define requirements, negotiate (WBS), created PMO Documentation for Project initiation, and defined SOW s, and designs for multiple IT projects. Projects involved Architectural Infrastructure feasibly studies.Perform process improvement analysis. Documentation was completed for project requirement approval and design.Delivered Three Project Improvement Projects:* Paint Automation* Real-time cost visibility* WEB application automationPM/BSANavajo IndustriesDenver COContractOnsiteOct-2014Apr-2015Provide a Gap Analysis and recommendation for a Merchandising Solution for Retail and Vertical Warehousing.ERP evaluation keep/buy/build, Warehouse Mgt. solution, upgrade existing software applications, replacement of outsourced applications, and any additional needs.Sr. BSACHSMinneapolis MNContractOnsiteDec-2012Sept2014Replace Carrier onboard computer hardware wit PeopleNet for truck routing and outbound data/design and install a Vendor Invoice/Payment integrated Web Financial systemIdentify requirements, engage third parties, negotiate contracts, complete Discover, build and test plans and successfully execute.ConsultantSelf EmployedDenver COContractOnsiteFeb-2011Dec-2012Worked with my client to define requirements,created the design and modeling for a desktop computing system.Designed Functionality to meet client requirements, ordered equipment and coordinated the installation and software configuration of a small office setup.Sr. BSAIBMBoulder COContractOnsiteSep-2009Jan-2011Lead one or more application work streams in Intel/Unix and Global Delivery for re-engineering, interfacing with Internal IBM applications.Lead one or more application work streams in Intel/Unix and Global Delivery for conducting diagnostics, performing analysis, and helping with future state design, and working with the Application Team for changes to be implemented.Sr. BSABall AeroSpaceBroomfield COContractOnsiteNov-2008Sep-2009Process improvements to the existing eCommerce projects.On going EDI project work, maintaining links to new and existing systems such as MFG PRO, Unix, Web and JDA. Recommending additional functionality internally, and for vendor changes inclusive. Maintained 17 EDI business documents.PM/BSAGroup PublishingLoveland COContractOnsiteJun-2008Nov-2008Upgraded Oracle 11i system. Install and Configure Oracle EDI Gateway. Engage Oracle Gateway ASP for configuration and patch installs.Engaged ASP for EDI Web access. Work with teams to determine the business impacts of the upgrade and create project plans for the upgrade.PM/BSAGander MountainSt. Paul MNFTEOnsiteJan-2008Jun-2008Outsourced Payroll & Human Resource to an ASP. Upgraded Oracle 11i systemCreated teams to define project requirements, project plans, and ASP engagements. Directed teams of 23 subject matter experts, ie. Developers, DBAs, SMEs to document, design, construct and implement these projects. These project also involved the engagement of an outside ASP source.Sr. BSAAmeriprise FinancialMinneapolis MNContractOnsiteMay-2006Dec-2007Day 700 Project - American Express and Ameriprise Financial split companies, and from/to integration and installations of new applications. Provided analysis and documentation for four projects focused on transforming business processes for the Financial Advisor and corporate reduction.Upgraded Smart Office providing planning and activity entry for financial advisors and their leaders. Responsibilities included vendor contact, negotiations, and vendor management; management of a blended project team (on and offshore) and project financials.Performed Importation of historical mutual fund, insurance and annuity account performance history from the legacy applications to a web based portfolio management application.Material Master Data Governance Business Analyst (Lean Sigma)MedtronicBlaineContractOnsiteDec-2005May-2006Controlled process to identify, approve and implement change to Material Master Data with Compliance to Data Standards. Establish material data management policies, ratify Standard Operating Procedures (SOP's), and confirm work processes.Addressed specific complexities with SAP data changes to ensure data quality.Designed a new Change Control Notice form excel based instead of Word based, streamlined approvals, and clarification on change impacts, designed metrics for measurement of progress of notices in various stages.Provided a Web Based Navigational Tool for accessing process/tools/reports/queries/worksheets, Web access, as well as frequently utilized web sites, and source documentation.Sr. BSABall AeroSpaceBroomfield COContractOnsiteMay-2004Nov-2005EDI project work; maintaining links to new and existing systems such as MFG/PRO (Unix), WEB based EDI, JD Edwards and PRAXA (DCL).Monitoring and maintaining communication between business units and Trading Partners. Responsible for programmatic changes to internal systems to support external customer requirements. Maintained 17 EDI Document Transactions inbound and outbound to over 200 Trading Partners (Vendors, Customers, Banks, Freight).Sr. BSAJanus FundsDenver COContractOnsiteJun-2002May-2004The objective of this project was to design interfaces for outbound data that would be utilized to update the ASP tool with validation data tables i.e., Sign-on, authorization levels, and GL, Cost Center, Internal Order Numbers etc. The inbound information sent from the ASP would then be validated with those tables, and utilized to update SAP GL.Purchasing P-Card, Help Desk Migration, ERP changes.Purchasing P-Card - duties involved analysis, design, vendor selection of an outside ASP source, training, documentation and implementation.Help Desk Migration - duties involved analysis, design, training, documentation and implementation. The Help Desk Migration project was designed to move from the Help Trak product to the Peregrine Product, both managed by Unisys.ERP replacement project was to design a complete ERP system that would replace SAP and be Integrated  into the e-Commerce and other Janus processes. All of the projects involved complete PM with both inside and outside resources.PM/BSABankers SystemsSt.Cloud MNContractOnsiteNov-2001Jun-2002The goal of the project involved the conversion of business data and processes to the SAP ERP format. Delivered 42 completed applications. (Re-engineering, and developing new interfaces and data structures)Goals for each application was to define requirements, make re-engineering recommendations to accommodate SAP's environment, and create design/construct/test/train and install.All of the goals of the project were met under estimated hours and by documented deadlines. Note: the project was so successful, it was utilized as a template for all of Bankers Divisions.PM/BSAGE AccessBoulder COContractOnsiteMar-2001Nov-2001Assessed need for process re-engineering, software and hardware upgrades or replacement, and defined E-Commerce approach.Defined Design and project plan for project installation. Deliverables EDI/XML/Email/FTP, and Voice Response.Sr. BSALink NetworksLouisville COContractOnsiteAug-2000Mar-2001Defined Business Cases and Requirements for the Sales, Purchasing and Billing Divisions, utilizing E-Commerce.Delivered Specifications and Designs for Installation and Managed installation.Sr. BSAQwestDenver COContractOnsiteMay-1999Aug-2000Analyzed EDI and Client relationships and adherence to standards. Develop Specifications to be utilized with Client Base.Delivered Specifications and coordinated testing and installation linking.PM/BSAGerry Baby ProductsThornton COFTEOnsiteMay-1995May-1999Developed specifications for supply chain management system, which included Point Of Sale (POS), (VMI) Vendor Managed Inventory, Warehouse Management/Distribution, Purchasing, AP, GL, Inventory/Material Control, EDI, and Product Performance Reporting.Negotiated the purchase of systems and support agreements.Managed installation and implementation processes, designed education documentation and trained end users.PM/BSASun MicroSystems (StorageTek)Louisville COFTEOnsiteJan-1990May-1995EDI/E-Commerce Project Design- Objective: Design and Install an E-Commerce Procurement System.Delivered design and coordinated purchase of Software, Services, Contractual agreements, and installation. Linked with over 100 vendors, customers, freight carriers, and banks.

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