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South Orange, NJ Street Address | PHONE NUMBER AVAILABLE | EMAIL AVAILABLE | LINKEDIN LINK AVAILABLEProduct Owner | Business AnalystPROFESSIONAL SUMMARYResults-oriented Product Owner and Business Analyst with proven success in managing on- and off-shore Agile development teams. Experienced in developing product roadmaps, writing and grooming user stories, managing backlogs, and motivating teams to maximize sprint production. Brings extensive expertise in requirements gathering and documenting business and functional requirements through group or one-on-one meetings.Readily establishes rapport with internal teams, clients, and end-users with the ability to effectively communicate with all levels of management, associates, vendors, and developers.
Areas of Expertise:Product ManagementSoftware DemonstrationsPipeline ManagementNew Product DevelopmentBusiness Process WorkflowUser Acceptance TestingQA Test PlansAgile/SCRUMWireframingTechnical Skills: Atlassian/JIRA, Confluence, Axure, Excel, Word, PowerPoint, and SQLPROFESSIONAL EXPERIENCECareer Techniques IncAssignment Church Pension Fund (Consultant Position)BUSINESS SYSTEMS ANALYST 3/2023 11/2023Pension Fund provides pension and other financial services, i.e. 401(K) and life insurance services to the clergy and non-clergy of the Episcopal Church.Performed the following responsibilities as a member of the company s Information Technology Department ; Worked with business units in gathering requirements for enhancements to applications dealing with life insurance and investments
Created Agile Users Stories from requirements gathering sessions with business units for digital applications. Worked with business units to come up with solutions to issues using technology and/or changes to process Wrote test scripts used for user acceptance testing
Responsible for product backlog management (i.e., creating, grooming, and prioritizing user stories) Coordinate and participate, when necessary, in user acceptance testing (UAT) Attended and participated in architecture reviews.
BNY Mellon (Consultant Position)BUSINESS ANALYST / PRODUCT OWNER 5/2022 9/2022Performed the following responsibilities as a member of the company s Wealth Management Division responsible for cash movement digital application utilized by Private Banking and Family Office departments. Coordinates with business users and teams in gathering business requirements Converting business requirements into Agile User Stories.
Responsible for managing product backlog with respect to backlog refinement and prioritization Work closely with Private Banking and Family Office personnel to stay abreast of competitors
Conducted solution analysis to come up with the needs and requirements of a business request Attended and participated in architecture reviews.
Coordinate and participate, when necessary, in user acceptance testing (UAT) Serve as liaison between front office departments and technology Write release notes.Envestnet Financial TechnologiesBUSINESS SYSTEM ANALYST 4/2021 4/2022Performed the following responsibilities for this Wealth Management / Fintech organization, Collaborates with the Development Lead, Product Manager and Program manager to develop and implement software implementation plans for digital applications used by company s clients. Manages relationships with business unit management to proactively suggest system enhancements to improve efficiencies and support business goals Develops detailed descriptions and analysis of current and future state processes and workflows Responsible for ensuring through product backlog management
Collaborates and nurtures/ maintains positive, supportive working relationships with business users and Technology staff on assigned projects Coordinates the development of test defects to debug the system and participates in trial runs of the application. Attended architecture reviews.
Used. Bubble no code software to develop and support specialized client apps.Aon, New York, New YorkSENIOR TECHNICAL BUSINESS ANALYST 5/2019 -2/2021Manage and prioritize backlogs to enhance the GATE software as a Product Owner. Translate product directives into backlog items to represent customer needs. Facilitate presentations to staff, reviewing enhancements to software functionalist. Created Business Requiremen Documents, user stories and reviewed QA test plans. Verify and test application data with SQL queries. Initiated daily standup meetings with development staff to report on progress and address roadblocks, which improved the quality of released features. Educated the Quality Assurance staff on business strategy and reasoning for application functionality, which resulted in the discovery and resolution of more bugs before feature launch.Donnelley Financial Solutions, New York, New YorkPRODUCT OWNER, VENUE 3/2013 -2/ 2019Led an off-shore team, including Q&A and reporting, to manage a SaaS business-to-business virtual data room/content management platform. Delivered definitions of the targeted capability, the intended value, and functional/non-functional requirements to SCRUM teams, ensuring that capabilities are in-scope, on-time, and of high quality for this digital application. Led the addition of charts as widgets, providing users with insight on financial transactions, M&A, and IPO progress; increased feature usage by 30%. Partnered with tech teams, sales, and key clients to enhance an application feature, which led to a 10% increase in prospective clients signing up for a product trial. Managed backlog contents and priorities, ensuring sufficient depth of groomed items for development consumption and commitment. Facilitated testing and review of early builds to ensure adherence to functional requirements. Reviewed QA test plans against acceptance criteria and partnered with development teams to address implementation issues. Communicated product release contents and expected product capabilities to stakeholders, including customers, product management, support and services, development, and marketing.
Performed solution analysis on client requests to present most efficiency solution to client.Wolters Kluwer Financial Services, New York, New YorkTECHNICAL PRODUCT MANAGER, EXAMINER PRODUCT GROUP 3/2011 11/2012Provided technical product management for Examiner software, which is sold to financial institutions, integrating Agile and Waterfall development methods to create and complete functional specifications. Engaged in product implementations and the design and documentation of scalable processes. Evaluated and prioritized requests for product changes and enhancement. Acted as an expert resource for sales, tech support, and other departments. Partnered with other product managers and developers to incorporate external data products into the software. Instrumental in rebranding the Examiner software, working with development to add new functionality and online help functions.JZT Consulting, South Orange, New JerseyPRINCIPAL CONSULTANT 1/2009 -3/2011Provided BA services to client companies, including requirements gathering/management, GAP analysis, testing, managing user acceptance testing (UAT), and completing software implementations and integration.Pershing Managed Account Solutions, Jersey City, New JerseySENIOR BUSINESS ANALYST | AVP, PRODUCT DEVELOPMENT DEPARTMENT 2/2005 1/2009Liaised between the Pershing Technology Group (PTG) and Pershing Managed Account Solutions (PMAS) operations group as an SME for OPS operational tools and reports. Developed business requirements, scoping documents, use cases, UAT scripts, and user stories. Gathered and documented technical and functional specifications and enhancements. Collaborated with PTG on defining the system impact of new enhancement and functionality requests.
Chaired a committee comprised of operational representatives and development to discuss functionality and enhancements necessary to support new account offerings to financial advisors. Worked with development in designing front-end web appearing screens.PROFESSIONAL DEVELOPMENTProfessional Scrum Product Owner TrainingBusiness Analysis and Project Management Courses |
