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Click here or scroll down to respond to this candidateCandidate's Name
Dallas, TX Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLETechno-Functional Business Analyst / Project ManagerDynamic and results-driven professional with years of experience in IT business analysis, project management, and product management. Project and product expert committed to the complete software/system development life cycle. Skilled in communication and collaborating with internal teams, clients, and vendors to define and develop business, functional, and technical requirements. Experienced with solution/system selection, implementation, improvement/ upgrades, and integration of ERP, BPA, CRM, web presence content management systems, and sales and finance systems. Analytical focus with the ability to resolve issues using waterfall and agile methodologies. Currently targeting a hybrid role as a Business Analyst and Project Manager.CORE PROFICIENCIESBusiness Analysis Project Management Data Analysis, Migration, and Management System ImplementationBusiness Process Automation Vendor Management QA & Testing System Administration Agile Waterfall SDLCTECHNICAL PROFICIENCIESBusiness Platforms/Solutions: Dynamics 365, Dynamics GP, Salesforce, Microsoft SharePoint, Microsoft Power BI, HubSpot, Scrap Dragon X, netFORUM Enterprise, MemberSuite, Protech AMS, Cvent, custom solutions and integrationsProductivity tools: Microsoft Word, Excel, PowerPoint, Access, Outlook, VisioProject Management: Azure DevOps, Teamwork, Jira, Trello, Microsoft Project, Microsoft Planner,PPM ExpressDatabases: Microsoft SQL Server (all versions), SSMS (SQL design, queries, stored procedures, functions), SSRS (reports), Data Warehouse, Microsoft Excel (data, pivot tables, vlookup, charts, macros, VB), Microsoft Power BI, MySQL, Microsoft Access, Redgate toolsSystem Integration: SOAP UI, Postman, XML, SOAP, REST, custom APIsContent Management Systems: Progress Sitefinity, WordPress, IIS, custom CMS design and portalsOperating Systems: Microsoft Windows Server (all versions), Microsoft Windows (all versions)PROFESSIONAL EXPERIENCEVENTURE METALS LLC July 2022 April 2024business analyst / project manager (hybrid)Lead enterprise software solution selection and implementation projects including CRM, ERP, Finance, andprocurement including completing research and analysis; developing project charters, business requirements, and presentations; facilitating decision process, vendor communication/coordination/discovery and implementation projects.Served as project manager and analyst enterprise ERP solutions including upgrades, user acceptance testing, continuous improvement planning/implementation, data governance, vendor relationship management, system support.Project manager and analyst for BI reporting projects including development of ESG dashboard and reports facilitating communication between business users and the development team.Project manager and analyst for custom B2B portal development for customers and intranet development coordinatingcommunication between project teams and development teams.AMS EXPERTS November 2018 July 2022technical business analyst / project manager (remote)Function as a subject matter expert (SME) understanding and developing client requirements, including user stories, BRDs and FRDs.Customizing and implementing solutions to improve systems and e-commerce, automate business processes, and meet client expectations and needs.Working with clients and vendors on implementation and integrations for CRM including Dynamics 365 and Salesforce.Implementing custom solutions in Share Point for data collection and information sharing.Analyze client data (SQL) and systems to validate/refine requirements/solutions and develop statements of work and time estimates.Develop requirements, perform QA and assist with architecture design for standard and dimensional data warehouses.Develop reporting and dashboards in Microsoft Power BI using multiple data sources.Oversee and complete QA and testing for system changes and custom solutions.Function as a liaison between business and technical teams maximizing productivity and streamlining communication flow.Help clients understand their needs better by consulting with them about various project aspects and deliverables.PLEXCITY January 2018 - September 2018director of association management systems (remote)Product owner/manager for ERP/CRM/e-commerce systems and integrations on behalf of clients.Requirements gathering and creating user stories, BRDs, and FRDs and coordinating with development teams to create technical requirements.Completing business analysis, and data analysis for systems implementation, configuration, integration, and business process automation.Facilitated training, support, and solution development for clients for ERP/CRM systems and integrations with content management systems, finance, and other solutions.Successfully completed implementation and data migration/conversion for 3 enterprises from existing ERP/CRM solutions to netFORUM Enterprise.Provided training, support and oversaw QA, testing, and user acceptance testing for ERP/CRM/CMS systems, integrations, and custom developed features.CORNERSTONE CREDIT UNION LEAGUE April 2007 - December 2017senior it business analyst / project managerProduct owner/manager and primary contact directing requirements, business process automation, features, system selection, implementation and development for ERP/CRM/e-commerce, web presence content management systems, sales and integrations with finance, e-marketing and other services.Lead requirements development and creating user stories, BRDs, and FRDs and coordinating with development teams to create technical requirements.Directed software development projects and system upgrades from inception to implementation including overseeing QA, testing and UAT.Function as Senior Database Analyst (SQL) provided primary analysis and support for reporting and BI; including sales, marketing, financial performance, inventory, order management and fulfillment.Lead data migration and data exchange between systems including Excel, text and csv files, SQL database and APIs.Spearheaded ERP/CRM/CMS end-to-end projects streamlining all stakeholder communications, providing support and training, for customizations, upgrades, and other various implementation services.Designed and implemented custom software modules for sales and contract tracking.Developed and controlled product and project budgets allocating resources appropriately.Managed key vendor relationships, contract negotiations/renewals, statement of work approval, and vendor support.TEXAS CREDIT UNION LEAGUE August 2000 March 2007vice president information systemsDirected all IT systems and infrastructure operations for multiple locations across three states.Managed three business units: IT, Telecommunications, and Business Services.Spearheaded implementation of new ERP/CRM/CRM systems from system/vendor selection, contract negotiation, approvals, data migration and conversion, custom software/solution development, UAT and QA, and Go Live.Successfully relocated the main office and data center planning and overseeing all aspects of infrastructure, telecommunications, and office equipment.EDUCATION & CREDENTIALSAssociate in Applied Science in Business Administration and Accounting, Minnesota School of Business Richfield, MN (1994 - 1996)Accounting Accreditation, Credit Union National Association (1994)PROFESSIONAL ASSOCIATIONSThe netFORUM Users Group, Platinum Most Valuable Member, 2009-2022Knight Street Townhomes Association, President (2013-2014), and Treasurer (2010-2012)League Information Technology Network, Leadership (2004-2007)Upper Midwest Automated Clearing House Association, Director (1997-1999)Minneapolis Federal Reserve Bank Operations Committee (1997-1999) |
