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Professional Experience:

08/2011 – Present                 Technisource for Franklin Templeton Investments                       Rancho Cordova / CA

BUSINESS ANALYST, “Investment Accounting Systems Advancement Program (iASAP)”

The iASAP Initiative is a global program comprised of over 40 projects focused on Back Office and Accounting operations as well as Global Tax, Valuation and other service organizations. 

As Business Analyst dedicated to the FTS business unit’s highest priority initiative I was originally sourced to the most “requirements impacted” of twelve project “streams”, Corporate Actions (COAC) and US Alternate Bases (US AB).

• Successfully brought clarity to aged requirements (COAC Grp 4) that were the best efforts of authors not available to interview, simultaneously weaving in the technical design creating Traceability and cohesion
• Worked with the globally distributed project team to identify issues as much in advance of UAT as we were able in order to partner with technology for resolution as early as possible
• As Change Management lead for COAC I immediately introduced improved use and standards for Workflows in Swim Lane format, re-documenting existing workflows that were difficult to read
• The US AB stream “kickoff-ed off” Oct 19-20. I am responsible for the Tax Lot Lockdown and Linkage initiatives, requirements elicitation through project implementation. Also Change Management for all the US AB initiatives
  
• In my 3rd month with the organization my sourcing shifted from COAC to the US TAX Stream in order to bring cohesion to these two highly Tax-focused streams, US AB and US TAX



04/2010 – 09/2010                DYSIS for Health Net Federal Services (contract)                             Rancho Cordova / CA

SR. BUSINESS SYSTEMS ANALYST, “Medical Management Communications”

Guiding a team of 15 to 20 operations managers and SMEs of the Medical Management Organization elicit and document business operation goals, operational end to end current and future state processes, system functional requirements, and functional design.

• Project encompassed:

New Medical Management source system (Care Radius by Landacorp) including custom enhancements

Concurrent documentation of the pilot user requirements for a new enterprise-wide Communications system with “correspondences” powered by HP Extreme Live software (a separate initiative)

Components “Preference Manager” and “Channel Manager”

Various custom web services performing as middle-ware

• Scope: Communications outbound from Medical Management (CareRadius users) to HNFS customers worldwide, TRICARE Members and Providers. (TRICARE is the civilian care component of the Military Health System)
• Channels: paper mail (USPS), fax, email, web portal postings and alerts, and outbound dialer
• Required: Strong knowledge and use of context diagramming, use cases and swim lane process flows

07/2009 – 12/2009                Sacramento Regional Area Technology Alliance (contract)                     Sacramento / CA

VOLUNTEER CHAIR: Identify and staff 150+ volunteer positions during SARTA annual Clean Tech Showcase 2009

09/2004 – 07/2008                Wells Fargo Bank                                                                                             Concord / CA

PROJECT MANAGER, 09/2004 – 01/2008

Drive and deliver major initiatives: Migrate Charge-Off and Dealer Management in-house database applications from stand-alone server into corporate infrastructure; Customer Vehicle Titling (CVT); Electronic Balance Transfer (EBT)

BUSINESS SYSTEMS CONSULTANT 4, 01/2008 – 07/2008

Requirements Manager of “PCM Paperless in the Stores”, a cost-cutting initiative which spanned the full lifecycle of impacted products - more than 16 integrated systems including middle-ware. Project leveraged e-sign technology and automated funding in order to drastically reduce the number of physical papers and pages moving between branches, operations, and final document repository and the opportunities for errors on them.

• Successfully partnered with project Sponsor and Stake holders to define and implement largely in-house developed initiatives including browser-based internal applications and customer-facing web solutions
• Systems Integration: All projects were cross-functional through the lending life cycle: application, underwriting, loan closure, loan boarding & funding, and post-board Customer Service management, including collections
• Successfully managed geographically distributed project teams of 60-100+ through myriad methodology transitions.

Teams included: Executive steering/leadership, impacted operations Management and SME personnel, Product Management, Communications, Training, Legal, Policy, Compliance, Strategic Risk Management, PMO, Quality Assurance, Technicians and Developers including Architecture, Business Continuity, and Security

• As PM: Responsible for Project Plan including time lines & technology budget; WBS; initiative Risk Management; Issues, Risks & Decision Logs; Status communications, Project website.
• As PM: Was simultaneously each project’s lead analyst, writing the functional Requirements
• Performed business process modeling and re-engineering, functional analysis. Created UI design and prototypes of browser-based internal applications, including web based XML interfaces
• Successfully delivered and managed high-quality documents from Scope definition through Traceability, including Functional Requirements and Design. Also Change Requests and supporting documentation
• Managed translation, development, and validation of customer facing Spanish language documents
• Key participant and partner with technology in the development and approval of technical design documents
• Regularly and successfully performed as functional Subject Matter Expert (SME) and partner to QA during test validation sessions toward identification and resolution of development issues
• E-sign functionality made possible through vendor partnership and co-development with 4Point Solutions

01/2003 - 09/2004                 Harland Financial Solutions                                                                        Pleasanton / CA

BUSINESS SYSTEMS DESIGN ANALYST

Determine functional design of new products. Deliver Requirements documents and Functional Specifications. Build new functionality / screens in Visual Basic. Write and deliver Customer Release Notes as well as internal training for Support, Training and Installation staff.

• Member: Software Engineering Process Group to the goal of process improvements
• Member: Business Intelligence team. Final initiative integrated 3rd-party credit card vendor data (First Data Resources) to data warehouse. Functionality became highly profitable add-on module for Credit Union customers
• Other initiatives supported enhancements to the Back Office module, Financial Applications including Supplemental General Ledger interface and functionality, Asset & Liability reporting, and Export capabilities

09/2002 – 01/2003                John Meyer Associates for Wells Fargo (contract)                                         Concord / CA

PROJECT MANAGER, BUSINESS ANALYST

Partner with Personal Lines & Loans (PLL) business leaders to research, document and analyze MIS reporting requirements for internal customers of PLL. Plan project time line and identify dependencies, design financial reporting, data solutions, and oversee delivery of final product.

• Standardized the Balance Reporting Performance Tracking for use with all campaigns
• Through facilitation and relationship management substantially increased participation in the Partner Group, a data and business information-sharing forum