SUMMARY

 

Senior Business Analyst and Application Developer with 25+ years of experience in complex, enterprise-class Systems for mobile wallet, sales, home owners insurance, life insurance, financial services, credit cards, mortgage banking and non-profit industries.  Extensive experience analyzing, designing and implementing efficient and maintainable systems from a business and IT perspective. Core strengths include:

 

●        Business Analysis & Process Improvement	●        Salesforce.com Configuration (certified)
●        System Testing & Quality Assurance	●        Application Development
●        System Implementation and Support	●        Systems Integration and Data Conversion

 

PROFESSIONAL HISTORY

 

FleetPride, Dallas, TXJun 2015- July 2015

Salesforce.com Functional Analyst & Administrator

Salesforce.com Functional Analyst is responsible for working with the business stakeholders to identify opportunities to utilize Salesforce to improve the business process, sales results and reporting. Drive the effort of scaling Salesforce to meet organizational requirements as well as building, testing, and maintaining Sales Orders, Sales Calls, Account Merge processing, workflows, dashboards and reports.

Major Duties and Responsibilities

·   Conduct analysis of sales process needs against system design

·   Provide direct support to Salesforce.com Users (every day / production) issues

·   Perform daily Salesforce.com administration and configuration.

·   Maintain and setup of new Users, Profiles and Permission Sets

·   Conduct business requirements meetings to translate pain points into requirements

·   Gather, create and document current and future business process flows

·   Partner with Sales Training & Development Manager to document system content

·   Perform application configuration, testing and evaluation to ensure quality / consistency

·   Recommend changes in development, maintenance and standards

·   Proactively identify value-add areas and propose to IT / Business stakeholders

Skills and Competencies

·   Independently perform development (create objects, Page Layouts and tasks with logic), testing, implementation, documentation and updating as it relates to SalesForce.com and its administration.

·  Maintained Salesforce user roles, security, profiles, workflow rules, etc. 

·   Participate in cross-functional teams that address strategic business issues involving Salesforce.com.
 

Softcard Mobile Wallet, Dallas, TXJan 2014- Dec 2014

Lead Salesforce.com Business Analyst & Administrator

Operations Business Analyst driving the effort of scaling Salesforce to meet organizational requirements as well as building, testing, and maintaining Merchant and Commerce workflows, approval processes, dashboards and reports. Provided a common sense approach to leveraging Salesforce functionality for merchants moving forward.

Major Duties and Responsibilities

●        Configure Salesforce to required custom specifications

●        Support the database (defining fields and data cleansing)

●        Salesforce Administrator who oversees licensing, Profiles, Permission Sets, Groups, etc.

●        Created and maintained reports and export schedules, and validated import integrity

●        Implement new enhancements including creation of custom objects, record types, custom settings,
validation rules, workflows, some Apex Triggers and Classes.

●        Designed complex and intuitive Business Process using Approvals Processes submitted by Apex Triggers. Approvals completed by using Salesforce, Email Approvals or Salesforce1 Mobile.

 

Skills and Competencies

●        Independently perform configuration (create objects, Page Layouts and tasks with logic), testing, implementation, documentation and updating as it relates to SalesForce.com and its administration.

●        Maintained Salesforce user roles, security, profiles, workflow rules, etc. 

●        Participate in cross-functional teams that address strategic business issues involving Salesforce.com.

●        Documenting and analyzing processes, procedures, and/or policies. 

●        Implementation of from Sandbox to Production and addressing issues related to functionality & integration.

 

DIFFA FOUNDATION, Dallas, TXSep 2012- Jan 2014

Lead Salesforce.com Business Analyst & Administrator

DIFFA Foundation raises funds & makes grants to organizations which fight HIV/AIDS by providing education programs, treatment and direct care services for people impacted by HIV/AIDS and that support public policy initiatives which add resources to private sector funds.

 

Responsible for analysis, design, configuration, customization, data conversion & administration of Donor Management, Fundraising Campaigns and AIDS Service Organization(ASO) Grant Proposal processing built on the Force.com platform.

●        Defined requirements and designed business and technical solution.

●        Configured custom Salesforce.com application, utilizing custom objects/fields, page layouts, record types, reports, dashboards, workflow and some triggers.

●        Migrated legacy Excel data to Salesforce after data cleansing via Salesforce API tools (Jitterbit DataLoader).

●        Implemented Workflow processes for Grant and Board of Directors processing.

●        Setup up Campaign processing for Fundraising Events, synchronizing Salesforce.com data with ConstantContact Email and Eventbrite Event Ticketing applications.

 

LIFESTAGE THEATRE PRODUCTIONS, Grapevine, TXMar 2012 – Aug 2012

Lead Salesforce.com Business Analyst & Administrator

Responsible for configuration, customization, data conversion & administration of Customer Management and Billing application built on the Force.com platform.

●        Defined requirements and designed business and technical solution.

●        Configured and setup of custom application using Force.com platform.

●        Migrated legacy MS Access DB to Salesforce.com via DataLoader.

 

WELLS FARGO BANK, San Antonio, TX (previously World Savings and Wachovia) 1999 – 2012

Senior Business Analyst / Developer

Provided business analysis, process improvement, system enhancement, maintenance and support of Loan Securitization applications.

●        Analyzed, data-mapped and designed new processes based on meetings with users and vendor rep.

●        Streamlined & reduced Loan Securitization business & system processes from 1 month to several days, resulting in Employee of the Month award.

●        Designed Extract/Transform/Load processes with SSIS packages to load and modify SQL tables.

●        Streamlined monthly processing from several days to 2 hours by automating the manual Bi-weekly Loan Cash Flow Projections process and converting program from VBScript program to VB6.

 

GE CAPITAL CORPORATION – Mason, OH                       1998–1999

Senior Analyst / Developer

Provided business analysis, application development, maintenance and support for GE Capital’s Corporate credit card processing.

●        Lead analyst, working closely with external customers to develop requirements, design, build and implement business process and application enhancements.

●        Optimized business process and enhanced system processing – reducing cycle time by 30%.

 

USAA – San Antonio, TX1984–1998

Senior Analyst / Developer

Key Departments / Applications:

●        Investment Management Company – STARS Application – vendor packaged application for accounting and reporting of USAA's Mutual Fund accounts.

●        USAA Life Company – Repetitive Payment System – new user interface and monthly structured payment processing for Life Insurance Company.

●        Property Systems – Homeowners “Personal Articles Floater” System – Homeowner and Personal Articles Floater insurance policies management.

Principal contributor on numerous complex enterprise software development projects.  Highlights include:

●        Worked with key business users to define requirements and solutions for many application enhancements.

●        Coordinated with user teams to analyze and develop required interfaces to duplicate current functionality.

●        Designed and developed many new programs and processing flows.
 

EDUCATION

 

BBA in Accounting with concentration in Business Data Systems

The University of Texas at San Antonio

 

PROFESSIONAL CERTIFICATIONS

 

Salesforce Certified Administrator	License 902265, April 2012
Salesforce Certified Force.com Developer	License 1424317, May 2013