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Candidate's Name
E-mail: EMAIL AVAILABLEPhone: PHONE NUMBER AVAILABLESummary of QualificationsExperience information technology, business, data analyst and product owner. Employed in the Information Technology field since 1980. Experience with several Fortune 500 companies such as Coca-Cola Enterprises, Vistakon (A Johnson & Johnson company), Wachovia, Wells Fargo, Bank of America and Blue Cross Blue Shield of Florida (Florida Blue).
Experience with Agile Project Management, Project Management, Change Management and Controls. Held positions as a Business Systems Analyst, Technical Business Analyst, Data Analyst, Technical Business Liaison, Project Manager (PMP), Scrum Master and other Information Technology management roles.
Certifications include SAFe (Scaled Agile Framework enterprise) Scrum Master certification (expired 9/2022). PMP (Project Management Professional) Certification (expired 2010).Relevant Experience Experienced Scrum Master, SAFe Scrum Master certification, recertified for version 5.1 in September 2021 through Scaled Agile, since expired. Experience with pgAdmin v4 database management tool, PostgreSQL (SQL) Experience using Datagram to test transfer of XML formatted records and load to database tables Used Red Hat OPENSHIFT Container Platform for data transfer logging Experience with Microsoft Excel Power Query. Experience with Sharepoint Designer 2016 to built Sharepoint lists and simple work flows. Experience using Microsoft Access 2016 to build database applications. Experienced Scrum Master earned SAFe Scrum Master certification in 2016 through Scaled Agile while at Bank of America.
Some experience using SAS Studio 3.5 and other SAS tools. Experience using SQL Server 2014 Management Studio, used to analyze database tables/views, stored procedures and jobs, identify SQL Server Integration Services (SSIS) package projects. Experience using Confluence for preparing and posting documentation. Experiece with Visual Studio 2015, used to analyze SQL Server Integration Services (SSIS)package projects. Experience with project budget management for resource planning and forecasting. Some experience using Linux for access and analysis of Hadoop database using HQL (Hadoop Query Language). Experienced using JIRA application for managing product sprint backlogs. Limited experience using Toad Data Point Version 3.7.1.1011, used for access and analysis of Hadoop data base using HQL (Hadoop Query Language). Limited experience/knowledge of Hadoop Distributed File System (HDFS). Limited experience/knowledge of AutoSys for executing jobs in a Linux/Hadoop environment. Change management and controls to ensure SOX regulatory compliance (Sarbanes Oxley and other federal laws/guidelines) Experienced using Rally agile platform. Experience with relational database design, implementation, and maintenance. Experience with Extract, Transformation and Load (ETL)
Experience using SQL Teradata Assistant. Experience with TSO. Experience with CA7 job scheduler. Training and experience producing business intelligence using BusinessObjects and Crystal Reports 2008. Training and experience developing business intelligence from Pilgrim application database. Training and experience designing, building, maintaining and executing Extract, Transformation and Load (ETL) processes with BusinessObjects Data Services XI 3.0 Data Integrator/Designer Project Management Professional (PMP), certified by PMI in June 2007 Expired in 2010. Experience using Oracle SQL Developer.
Experience using UltraEdit application. Experienced with SQL, PostgreSQL, ORACLE PL/SQL, packages and procedures. Experience with programming and operation of various IBM mid-range and mainframe computer platforms (AS/400, DB/400, CL/400, System/390, JCL) Proficient in the use of Microsoft operating systems, Windows 95, Windows 98, Windows NT, Windows 2000, Windows XP, Windows 7and Windows 11. Proficient in the use of Microsoft Office Suite applications; Outlook, Word, Excel, Access, PowerPoint, Visio and Notes. Proficient with COBOL and RPG (I, II, III, IV-ILE, ILE-Free).
Professional ExperienceData Analyst Application Architect V, TEKSystems, Charlotte, North Carolina12/05/2022 05/29/2024Contracted to work with Bank of America on the NFRR (Non-Financial Regulatory Reporting) Quality Assurance team, team name was later changed to the Data Testing team, to review reporting data and documentation for conformance to published regulatory requirements. Required ability to decode/translate code and schema for data analysis. A good bit of this contract involved reviewing code and documentation to ensure compliance with regulatory requirements and coordinating corrections when software and data were found to be out of compliance.Transitioned to Global Records Management (GRM) on February 27, 2024. GRM responsibilities included monthly project status reporting and quality assurance for Frontline Units, Control Function and Corporate Audit (FLU/CF/CA). Objective of GRM is to establish appropriate processes for managing records through the normal course of business. My responsibilities were to produce monthly project reporting and monitor and assess adherence to policy and standards.Accomplishments: Assisted in development of test case or use case document formats. Prepared test results for submission to product owners using Microsoft Excel and PowerPoint. Reviewed, tested and documented Hong Kong Large Open Position reporting using code (RPG IV ILE), data schemas and reports. HKEX HK LOPR HKEX HK LOPR Delegate Reviewed, tested and documented TRACE (Trade Reporting and Compliance Engine system) reporting using data schemas, aggregation points and reports. TRACE GM BANA TRACE Treasury BANA
TRACE GM Broker Dealer BofA TRACE MLMA TRACE MLWM Reviewed, tested and documented SFTR (Securities Financing Transactions Regulations), aggregation point (INSIGHT) and reporting using data schemas (XML). SFTR (AMF) France SFTR (CBI) Ireland SFTR (FCA) United Kingdom XML data schema is for DTCC (Depository Trust and Clearing Corporation)Lead Data Management Analyst, MATRIX, Charlotte, North Carolina 4/4/2022 10/28/2022Contracted to Wells Fargo. Worked with Data Management and Insights (DMI) as well as Metadata Use and delivery (MUD) teams. The primary objective of the contract was to analyze documentation from the Federal Reserve and prepare use case data dictionaries with the objective to upload into Calibra and eventually to an in-house tool, Automated Data Management Framework (ADMF). Traced, documented, and verified data lineage for use case data dictionaries as well as reviewing and updating legacy RMII Enterprise Documentation Templates (EDT). Spent some time comparing/verifying EDT documentation to corresponding SHRP entries for various controls. Recorded change requests for SHRP. I was working on analysis of FRY-14Q (quarterly) also M (monthly) and Y (yearly) reporting metadata and requirements. My team spent most of our time retrieving metadata and reporting formats from federal intranet sites and transposing that data into Excel documents and then we would augment those Excel documents with corresponding data retrieved from SHRP.Accomplishments: Participated in initiatives to ensure that data quality is maintained so that data can effectively support business processes. Analysis and reporting in support of Federal regulatory requirements. Identified and recommended analysis of data quality or integrity issues. Evaluated data quality metrics and data quality audits to benchmark the state of data quality. Adhered to data governance standards and procedures. Identified data sources and developed recommendations for assessing the quality of new data. Mentored less experienced consulting staff members. Recommended remediation of processes or control gaps that align to management strategy. Consulted with and provided recommendations to senior management regarding assessments of the current state of data and metadata quality within area of assigned responsibility. Developed and maintained regulatory documentation.Business Systems Analyst, Skillstorm, Jacksonville, Florida 1/19/2021 4/1/2022This was a remote contract working for Florida Blue to perform business systems analyst role collecting and documenting requirements for several new and existing/in progress applications, a service advocate dashboard application, a file and job inventory management application and incidental requests for maintenance of existing processes.
The service advocate dashboard application was a new application to consolidate work assigned to service advocates into a series of displays to enhance service advocates productivity.
The file and job inventory management application is a project already underway. This applications objective was to identify and inventory incoming transaction files and automated jobs so that responsible managers and teams are kept informed as to file activity and adherence to service level agreements and controls. When files or jobs do not conform to service level agreements alerts are distributed to responsible managers and teams alerting them to the need to manual intervention. In some cases, controls and control reports required manual intervention.
Requests for maintenance to exiting processes were general things like accumulating and documenting requirements for incidental tasks such as changing attribute formats due to timestamp changes or other issues.Frequently took over for Scum Masters to lead daily stand-ups and grooming sessions, most likely due to experience.Accomplishments: Liaison with business subject matter experts and technical resources to collect requirements. Documented collected requirements in features and user stories using Rally agile platform. Worked with system test team to verify user expectations were met.
Business Systems Analyst, Skillstorm, Jacksonville Florida 7/20/2020 12/31/2020This was a remote contract working for Florida Blue to perform in business systems analyst role to collect and document requirements for a new work/exception inventory management system. This new system received and/or retrieved consumer exceptions, processed to create an exception work inventory, assign, and resolve work items, so that consumer exceptions are processed from end to end. This position was in the healthcare insurance and management industry. Florida Blue was using an application called SEIBEL to manage exception work inventory. The application was being retired and I was contracted with other business systems analysts, designers, and developers to produce a new series of applications to replace the retiring application. Exceptions were delivered in XML format and converted to JSON and then persisted to a database for subsequent processing. Some exceptions were retrieved from flat files on a mainframe platform and again persisted to a database for subsequent processing. The business systems analyst role required me to interact with business users and technical analysts to determine in scope requirements which I would document into features and user stories for developers. I was also expected to work with developers to clarify requirements and with testing resources to verify requirements were completed and met user expectations.
Used PostgreSQL (SQL) in pgAdmin to verify testing of data transmission and loading. I also had to use SQL to de-code existing SQL for use in preparation of business requirements for developers.Accomplishments: Liaison with business and other business systems and technical analysts to collect requirements. Analyzed, summarized and flowcharted desk top procedures. Documented collected requirements in features and user stories using Rally agile platform. Worked with system test team to verify user expectations were met.
Data Business Analyst, TEKSystems, Charlotte, North Carolina 2/06/2020 3/17/2020Contract with Wells Fargo involved working with Wells Fargo COSO team in Controllers organization to perform data analysis. Developed a Microsoft Access database to record and manage user requirements complete with forms for data entry and maintenance. Did some work preparing lists and corresponding workflows in Sharepoint. Analyzed occurrence and location of fields in SHRP (Shared Platform) database (an Archer product) application, recording results in Excel. SHRP was used to document financial/application controls and corresponding applications, testing details, end user computing tools and owners. Challenge with gaining specific requirements and feedback to complete deliverables. Repeat attempts to resolve the disconnects failed resulting in my request to end the contract.Accomplishments: Produced an Access database and forms to manage user requests. Became familiar with Microsoft Excel Power Query. Developed lists in Sharepoint with workflows.Data Business Analyst, TEKSystems, Charlotte, North Carolina 2/25/2019 12/13/2019Contracted to Wells Fargo, working with Enterprise Data Remediation (EDR) organization to analyze data submitted by Wells Fargo to Federal Reserve on Y-14Q reporting. The primary objective was to analyze data elements identified by the Federal Reserve as Matters Requiring Attention (MRA) and Matters Requiring Immediate Attention (MRIA). Tracing and documenting lineage and transformation of data elements (columns/fields) submitted looking for errors in processes, from submission back to Systems of Origin (SOO) and/or Systems of Record (SOR). Prepared, executed, and submitted data profiles of submission data using Microsoft Excel and SAS Studio 3.5 to establish and define data sampling. Replicated and tested various transformation processes to identify possible errors. Validate data submitted to Federal Reserves in comparison to source loan documents.Used SQL in Teradata relational databases to analyze data previously transmitted to the Federal Reserve for data profiling and documentation needs.
Accomplishments: Became familiar with SAS. Prepared data sampling analysis for reporting to the Federal Reserve.Business Analyst - Technical Writer, TEKPartners, Charlotte, North Carolina 7/23/2018 2/22/2019Contracted to AGDATA, hired as a technical writer, role quickly expanded into general business analysis and documentation responsibilities. Prepared business requirements documentation, level of effort (high level task and duration estimation), data linage, data dictionaries, process analysis and flow charts. Scheduled and conducted requirements gathering meetings.Prepared and executed queries using SQL in a Microsoft SQL Server 2014 environment. I also analyzed SSIS projects (.dtsx) using the Microsoft Design Studio 2015 application. Saved and distributed query results from Microsoft SQL Server in Microsoft Excel in spreadsheets using comma separated variable (.csv) formats. Documentation was prepared using a combination of Microsoft Word, Excel and Visio and was posted on the company intranet using Confluence. Managed software changes (SDLC) using an Agile/Kanban methodology using JIRA to manage tasks.Accomplishments: Organized a small team of programmer analysts to analyze and document a marketing rebates application using AGILE/SCRUM methodology.
Became proficient in Microsoft SQL Server 2014. Became proficient in Microsoft Design Studio 2015, Documented a marketing rebate payment process, with text, spreadsheet and Visio (flowcharts) based documentation. Documented a marketing rebate reporting suite located on a corporate web tool (Confluence) with text, spreadsheet and Visio based documentation. Learned to use a text communications application called Slack. Completed source to target reporting analysis with flow charts showing inputs and outputs at each process and high-level process explanations for marketing application.Vice President Programmer, Bank of America, Charlotte, North Carolina 10/2009 5/23/2018Worked in Proffesional Markets in Global Technology and Operations. Began with Bank of America in a technical analyst role then moved up to a change control role, then Scrum Master and finally project resource/budget management.Received internal Bank of America Scrum Master training and certification in July 2016.
Coordinated development team and product owners for continuous improvement of software application. Also prepared UAT test plans and coordinated with test teams for application-level audit and risk certification. Originally managed product and sprint backlogs using a tool called Rally. Worked with SCRUM team to adopt JIRA to replace Rally. Transitioned tasks (stories) to JIRA. Coached team in task/story writing and worked with product owner to manage product backlog.Functioned in a Technical Business Analyst and Technical/Business liaison role. Extensive knowledge of Enterprise Credit Risk Information System (ECRIS)) because of projects focused on cataloging, analyzing, and documenting Wholesale, Retail and Enterprise ETL/ELT systems used to collect loan application and applicant information from a variety of systems of record within Bank of America as well as loan information serviced by others for ECRIS. Team leadership role in change control process with extensive risk control and banking regulatory and audit compliance requirements. Coordinated application audit certification for reengineered Retail ECRIS.
Participated in project to re-platform and reengineer wholesale ECRIS from Teradata to Hadoop based system.
Before being displaced I worked managing project budgets for ECRIS.Accomplishments: Retrieved data from Teradata relational database tables using SQL, Project budget and financial forecasting. SAFe Scrum master certification. Maintained and created data mapping documentation (using VISIO) Developed end-to-end data lineage documentation for legacy Retail line of business ETL process. Developed detailed script level documentation for Wholesale, Enterprise, and Retail line of business ETL processes. Specifically focused on sourcing, staging and value-added process layers. Instrumental in analysis, development, and implementation of current governance process. Participated in design and implementation of current Wholesale Enterprise Credit Risk Information System (ECRIS) for commercial loans. Experience with Retail (retail or personal loans) Enterprise Credit Risk Information System working on change management and controls. Responsible for preparing and maintaining change control documentation. Supervised change control team. Documented change control team processes and procedures. Analysis and documentation of linage for Hadoop based reengineering ETL process. Received SCRUM master certification. Learned Rally and then coached the team in transition from Rally to JIRA. Coached up to three SCRUM teams concurrently.Technical Business Analyst, Sapphire Technologies, Charlotte, North Carolina 05/2009 10/2009Contracted to Bank of America. Worked on the Enterprise Credit Risk Information System (ECRIS) Optimization team, later referred to as (ECRIS) Roadmap, doing analysis of a legacy application system used to collect loan application and applicant information from a variety of systems of record within Bank of America as well as loan information serviced by others. Loan data sourced primarily from Teradata data warehouse to a fixed block flat file system on IBM Z/OS. Data reformatted and transformed with value added processes, primarily COBOL and IBM JCL, then transferred to a Teradata data warehouse. Responsibilities revolved around analysis and documentation of existing Retail Enterprise Credit Risk Information System (ECRIS)) which is basically a manual Extract Transformation and Load (ETL) system with the objective of suggesting optimization opportunities.Accomplishments: Participated in the establishment of documentation strategy and templates. Defined and documented project scope and limitations. Prepared and managed project plan in coordination with project management. Analyzed and documented Sourcing, database Modeling/Staging and Downstream/Views layers of bank s manual ETL system consisting of over 500 jobs executing, JCL, procedures in JCL, COBOL, SYNCSORT, BTEQ/SQL. Supervised and QA d offshore resources collecting and documenting corresponding metadata Refreshed experience with CA7 and TSO. Gained experience with SQL Teradata Assistant.
ETL Analyst, Volt Technical Resources, Charlotte, North Carolina 08/2008- 05/2009Contracted to Goodrich (Aerospace). Extract, Transformation and Load (ETL) Analyst Developer on the ERP Decommissioning and Archival project. Goodrich began decommissioning legacy ERP systems as the company underwent a phased global implementation of SAP. Goodrich s divisions operate independently resulting in the use of multiple ERP systems to record transactions related to procure to pay activity and related financial transactions across the enterprise. A significant number of unique application databases had to be analyzed for migration to an archival database, while more current data was migrated from these systems into SAP. Goodrich recognized that data not moved to SAP and stored in different applications and on different platforms needed to be retained and accessible to comply with regulatory retention requirements including tax audits, tax discovery needs in litigation or investigation, or operational business needs such as responding to customer inquiries. Participant in multiple database requirements gathering sessions.Accomplishments: Determined and documented ETL standards and strategy. Determined, documented, and implemented ETL processes and procedures. Coordinated with strategic business unit IT subject matter experts to identify data for
retention. Prepared and executed procedures to extract, transform and load data to archival database
(Oracle 10g).
Built ELT objects using BusinessObjects Data Services for four different applications. This was roughly 250 ETL jobs in a three-month period. Performed ETL troubleshooting using BusinessObjects Data Services, UltraEdit and Microsoft Access. Verified ETL results using BusinessObjects Data Services.Project Manager, Signature Consultants, Charlotte, North Carolina 02/2007 - 05/2008
Contracted to WACHOVIA. Worked as a Project Manager in the Project Management Center (PMO) for the Retail Application and Server Virtualization and Consolidation project. Working closely with the project managers and project leads, managed the Technology Refresh, Data Center Proximity Risk and Retail ITIM programs/projects to ensure virtualization and consolidation objectives were incorporated into these programs and projects. Managed the plan for each application and server in scope, managed the migration of each application and server through the virtualization and consolidation process and updated corresponding program and project status(s).As project manager I reviewed each application and server and the funding method available to consolidate and/or virtualize the application and server. I Planned for migration and oversaw the migration event. This included project requirement planning, task scheduling, design, analysis, and implementation meetings, coordinating with CIO and Technology Delivery Service teams, ensuring migration processes were complete and reporting on events. Prepared Retail Application and Server Consolidation and Virtualization project plan and schedule for submission to senior leadership.Accomplishments: Identified applications and servers in scope and worked with program directors and managers to arrange funding of new technology. Defined, scheduled, and assigned project tasks and activities. Reviewed, evaluated, and formulated project plans and schedule for the System s Administrators, Business Application Owners and Database Administrators. Modified schedules to reflect the changing requirements and deliverables. Allocated staff and resources to meet changing project needs and demands. Managed scope change, communications, issues and risks, and organizational change to meet project objectives. Track tasks and deliverables. Communicated project status to the leadership team and line of business on a weekly and monthly basis. Team building and maintaining working relationships. Organized and guided project operations using methodologies accepted by the organization. Fostered teamwork and a collaborative learning atmosphere on the project teams.As Project Management Center (PMO) ressource for the iSeries Technology Refresh project I managed and provided project oversight for the Technology Services AS/400 team in coordination with the Corporate and Investment Banking Technology Project Manager to fulfill overall project objectives and goals. This project manager role required me to serve as the link between the AS/400 team and the Corporate and Investment Banking Technology Project Manager. I managed the AS/400 team aspects of the project beginning in the execution phase through to the Close-Out Phase.Accomplishments: Defined, scheduled, and assigned project tasks and activities for the AS/400 team Reviewed, evaluated, and formulated project plans and schedule for the AS/400 team. Modified schedules for the AS/400 team, to reflect the changing requirements and deliverables. Allocated staff and resources to meet changing project needs and demands. Managed scope change, communications, issues and risks, and organizational change to meet project objectives. Tracked tasks and deliverables for the AS/400 team. Communicated the AS/400 team status to the Corporate and Investment Banking Technology Project manager on a weekly basis. Team building and maintaining working relationships with the Corporate and Investment Banking Technology Project Manager . Organized and guided project operations using methodologies accepted by the organization. Fostered teamwork and a collaborative learning atmosphere on the project teams.Business Analyst, TEKSystems, Charlotte, North Carolina 09/2006-12/2006Contracted to Bank of America. Worked on Finance Transformation Roadmap project to create data mapping documentation, research data quality issues, and identify areas for improving reporting data. Project requirements were to analyze and document processes to extract, transform and load legacy systems data from a Teradata database to the Finance Data Warehouse used for financial reporting.Accomplishments: Interpreted and documented legacy COBOL programs and ORACLE PL/SQL packages and procedures used primarily for ETL from disparate legacy systems resulting from bank acquisitions.
Documented data map, transformation processes/procedures in the form of Microsoft EXCEL. Documented procedures using standard flowcharting in Microsoft PowerPoint. Prepared overviews using Microsoft Word.
Senior Analyst, Vistakon, a Division of Johnson & Johnson Vision Care, Jacksonville, Florida 11/2000-06/2006Function as the primary Information Management support contact for Customer Service/Order Entry/Call Center computer applications and related systems.Accomplishments:
Database administration and maintenance of Customer Service/Order Entry/Call Center applications and related systems. Development and maintenance of custom computer applications and systems. Analyzed requirements and produced ad hoc reporting on request using SQL in conjunction with Microsoft Office Suite applications.
Extensive test case/plan preparation for system modifications, conduct and support user testing sessions in compliance with Sarbanes-Oxley requirements. Significant project management and project/task analysis established and maintained project plans, resource requirements, scheduling, and milestone/deliverables; scope/change management; project communications; risk determination and management; task tracking; relationship management. Business continuity and disaster recovery planning and testing for computer applications and systems.Senior Programmer Analyst, Bombardier Capital, Mortgage Finance Division, Jacksonville, Florida 1998 -2000Project Manager/Programmer Analyst, Information Systems of Florida, Jacksonville, Florida 1996 - 1998Senior Applications Systems Analyst/Applications Systems Analyst, Crawford & Company, Atlanta Georgia 1989 - 1996
Programmer Analyst, Coca-Cola Enterprises, Atlanta, Georgia 1985 - 1989Programmer Analyst, Systems Management, Inc., Metairie, Louisiana 1983 - 1985Lead Computer Operator, Halter Marine, Inc., New Orleans, Louisiana 1981 - 1983Computer Operator, Taylor Parts and Supply, Inc., Andalusia, Alabama 1981 - 1981Computer Programmer Operator,MacArthur State Technical College, Opp, Alabama 1980 - 1981Education and Training Completion certificate, Alteryx Bootcamp , Udemy, 08/2024 Scaled Agile 5.1, SAFe Scrum Master Certificate, 09/2021 Scaled Agile, SAFe Scrum Master Certificate, 2016 BusinessObjects Data Services XI 3.0
Pilgrim, Pilgrim Software, Inc., New Horizons Computer Learning Center, Charlotte, North Carolina 2008 PMI Project Management Certificate, Rock Hill, SC, 2007 ORACLE SQL with and introduction to PL/SQL, Florida Community College Jacksonville, Jacksonville, Florida. 2006. Fundamental Concepts JAVA Programming, Florida Community College Jacksonville, Jacksonville, Florida. 2006.
Bachelor s degree, General Studies degree with honors, Major in Computer Information Management with a minor in Management, Jacksonville University, Jacksonville, Florida. 06/2004. Project Management Professional Certification Exam Preparation, University of North Florida, Jacksonville, Florida, 2005. Completion Certificate, Access 97 (Intermediate), New Horizons, Computer Learning Center, Jacksonville, Florida, 1998. Training seminar, Project Management Fundamentals, Information Systems of Florida, Jacksonville, Florida, 1997. Training seminar, Various IBM AS/400 Related Topics, COMMON Conference, San Antonio, TX Completion Certificate, Visual Basic 4.0 (Intermediate), Kennesaw State University, Kennesaw, GA, 1993. Completion Certificate, Visual Basic 4.0 for Programmer's, Kennesaw State University, Kennesaw, GA, 1993. Completion Certificate, AS/400 Communication Programming Workshop Using CPI-C, Skill Dynamics (IBM), Crystal City, VA, 1992. Completion Certificate, AS/400 Application Development Workshop, HPR international, Inc., Marietta, GA, 1989.
Completion Certificate, AS/400 Control Language Workshop, HPR international, Inc., Marietta GA, 1989. Associate degree, Business Data Processing, MacArthur State Technical College, Opp, Alabama, 1981. High school graduate, West Carteret High School, Morehead City, North Carolina, 1978 |