Faris Fyzee

650-863-1917

ffyzee@gmail.com

#642, 204 East 2^nd Avenue 

San Mateo,  California                                                                            ________________________________________________________________________

Profile

 

 

Experienced PMP and Scrum certified senior level business analyst with a strong background in financial services, transaction processing and retail transaction with advanced Information technology skills and knowledge of a cross section of industries and software requirement development methodologies. .  Combines MBA training (UC Davis) and PMI certification.  Expertise in all aspects of Mortgage lending – Testing, Underwriting, ACH transfers, UAT, Validation. ITIL version 3 Certification in Progress

 

 

Qualification Summary

·   PMP Certified, certified Scrum Master, ITIL V3 Foundation certified

·   CFA Level 1 candidate

·   MBA concentration in Finance (University of California)

·   Financial Expertise: Derivatives, portfolio management, Asset lending, secondary and wholesale markets, mortgage lending

·   Retail transaction processing

·   Expertise in BRD, PRD, UAT, Test script creation, product design and development

·   Search engine optimization and web traffic enhancements (SEO)

·   Extensive merger and acquisition experience with business process design

·   Imaging and OCR recognition software experience

·   SOE Re-redesign and BPM experience

·   7+ years Senior business analyst skills in banking, SAP, TELCO, product design and development

·   Expert in UAT, SDLC, Scrum, Agile, CMM methodologies, PMP certified

·   5 Years Retail transaction processing (Gap, Target, Washington Mutual, Adobe)

·   MBA coursework, University of California – Davis (core courses complete)

·   Extensive PMO processes set up and implementation experience (Presales, professional services,

Invoicing, “High Performance Teams”)

·   Extensive change management, process redesign, Sox experience

·   High-level experience working with and reporting status to C-level executive management and liaison  with external clients

·   Experience with SDLC, Waterfall and agile software development and release methodologies

And ISO 9000 and CMM processes

·   Extensive experience in POS, Transaction processing, Credit card, retail transactions

·   Business intelligence dashboard, data warehousing, identity management, data warehousing experience

·   eCommerce B2B Solution design and development

·   Risk Management analysis  (Client Systems)

·   Advanced Excel, Pivot Tables, Charts and Tables

·   Extensive UAT Testing and Gap Analysis, Business Requirements Experience

·   Contract and Vendor Management

·   Financial Systems Development Experience (Derivatives, Equities, Asset Management, Portfolio management , Fixed income Securities) Experience

·   Java J2EE Application Solution Development Experience

·   HIPAA healthcare solution development experience

·   Project Metrics experience – ROI calculations, funding requests, prioritization, earned value analysis, post-mortem analysis

·   Extensive SAP project management and implementation  experience

·   PMI member, PMP certified  (March 2006)

 

Technical Skills Summary

·   Certifications:  PMP, Scrum Master.  ITIL  foundations

·   CFA level 1 candidate

·   Expert level Access, Excel, power point, Lotus Notes

·   Sr level business analysis skills in Banking, Healthcare, Oil and gas, TELCO

·   ERP Experience – SAP – CRM (5 yrs), Logistics (3 yrs), FICO (2) year

        BW (1yr), Shipping (2 Years)

·   Business process re-engineering and re-design experience, SOA implementation experience, SAP integration experience

·   Successful track record of SAP Release management at fortune 500 Companies (Adobe, Washington Mutual and HP)

·   Extensive ERP industry solution design Experience – Healthcare, Internet Security, business

Intelligence, data warehousing, HIPAA

·   Budget and costs tracking and management experience (up to $1.5 million)

·   Business Rule Engine design, development testing

·   Fortune 500 consulting experience (Unisys, Hewlett-Packard, IBM)

·   World Wide Deployment, off-shoring and Localization experience

·   Extensive UAT and validation testing experience, expert-level test script creation

·   Extensive experience training and managing cross-functional teams of  business analysts, developers, and testers (8-24 people)      

·   Highly Successful track record of executing challenging and advanced software projects and  releases on time

·   Microsoft Office suite power user, RUP, UML, Use Case design

 

Financial Services Experience

·   UC Davis MBA level coursework in Finance, Accounting, International Finance

·   Extensive experience developing and  releasing  mortgage lending products

·   Training in Options, Derivatives, Hedging, arbitrage, Investment, Financial Planning at UC -Extension, Berkeley

·   Extensive Financial institution/ Regulatory agency auditing documentation preparation experience

Education

MBA Coursework, University of California, Davis

B.S. in Decision and Information Sciences – The University of Florida 

Pre-engineering Computer Science course work  - Southeast Missouri State University

Advanced Financial Training in Investment and Finance courses –

                                            University of California Berkeley Extension, San Francisco

 

 

Work Experience

 

 

 

 

 

01/26/14- 06/23 Senior PM/BA Infrastructure  Projects e-commerce International Projects @Williams-Sonoma

 

Work closely with program stakeholders to manage and implement International projects for partner integration roadmap as well a business intelligence reporting.  Manage and implement strategic supply chain projects for Williams-Sonoma. Lead Logistics integration initiatives with Strategic partners and Suppliers. Implement Logistics enhancements for Net Suite ERP, advanced shipping and logistics planning – pick release, bulk planning, drop shipment. SAP BW reporting, resource management, release management, budget and vendor management (up to $5million *). Partner and manage software development with leading Supply chain companies – Damco, GT Nexxus, manage off shore development with Infosys and Wipro.   Lead technical and functional design   reviews, manage releases and deployments. Implement Oracle Business Intelligence for Supply Chain Analytics. Python and PHP development on Net Suite. Manage Net Suite Cloud application deployment. Manage SEO Optimization

Manage Scrum teams.  Experience with Oracle ERP and MRP

 

 

 

06/11/10 –01/24/14–E-commerce/Supply Chain and Analytics Project Manager/Systems Analyst Cisco

 

Work closely with program stakeholders to manage and implement B2B messaging partner integration roadmap as well a business intelligence reporting.  Manage and implement strategic supply chain projects for Cisco Systems. Lead Logistics integration initiatives with Strategic partners and Suppliers. Implement Logistics enhancements using Oracle Transportation Manager, advanced shipping and logistics planning – pick release, bulk planning, drop shipment. SAP BW reporting, resource management, release management, budget and vendor management (up to $5million *). Partner and manage software development with leading Supply chain companies – Schenker, Menlo, Flextronics, manage off shore development with Infosys and Wipro.   Lead technical and functional design   reviews, manage releases and deployments. Implement Oracle Business Intelligence for Supply Chain Analytics

 

·   Lead Logistics integration initiatives with Strategic partners and Suppliers (JBill, Flextronics, Kewill) including B2B messaging and Order Processing

·   Business process re-engineering and design

·   Extensive Oracle ERP MRP experiemce

·   B2B messaging project management and implementation experience

·   Lean Six Sigma and KanBan process implementation

·   Localization implementation

·   Extensive CISCO Release management process  expertise

Extensive program management Experience (50 resources, budget up to $2,000,000

·   Executive and director level project status reporting

·   Extensive Supply Chain enhancement projects experience

·   Implement SAAS, PAAS  projects for Supply Chain analytics 

·   Business analytics implementation with KPI, dashboard and operational reporting

·   Coordinate multiple projects and initiatives

·   Remedy tools for defect and case tracking

·   Extensive credit card transaction processing experience

·   Communicate status, manage budgets, coordinate stake holder approvals

·   Manage the Enterprise data ware house program including performance tuning, security, dimensional  modeling requirements, ETL, environment management, architecture bus model,

·   Metadata management, data steward ship, data presentation

·   Manage SAN and Virtualization network (VM Ware) enhancements as needed

·   Extensive  Retail transaction processing experience

·   Extensive QA, UAT, SOX, UT experience

·   Design and implement Scrum and Agile process design

Overall ownership of defining processes and implement

 

01/05/10 – 06/11/10 – Data warehouse Infrastructure  Project Manager/Business Analyst at Nike, Portland Oregon

 

Lead Data warehouse project to streamline and consolidate all supply chain and business

Inventory reporting at Nike at their Beaverton Oregon Headquarters.  Work with worldwide sales organizations to identify and consolidate business intelligence reports from Oracle Data warehouses to Teradata. Develop roadmaps, track execution, coordinate international meetings with sales, logistics, planning and operations teams.   Extensive experience with Retail POS sales systems, supply chain planning, Logistics and implementing Teradata solutions

 

·   Localization and worldwide deployment experience

·   Scrum/Agile process implementation and project development and management

·   Extensive Data warehouse Infrastructure design – including sizing and Hardware selection

·   Extensive Salesforce CRM and reporting Experience

·   Risk management, Vendor Management, Contract administration and Management

·   Plan, coordinate and release into production multiple releases of   business intelligence reporting

Including KPI, profit and loss figures

·   Manage the Enterprise data ware house program including performance tuning, security, dimensional  modeling requirements, ETL, environment management, architecture bus model,

Metadata management, data steward ship, data presentation

·   Manage SAN and Virtualization network (VM Ware) enhancements as needed

·   Extensive  Retail transaction processing experience

·   Extensive QA, UAT, SOX, UT experience

·   Overall ownership of defining processes and implementing client solutions

 

 

 

 

 

 

01/05/10 – 06/11/10 – Data warehouse Infrastructure  Project Manager at Nike, Portland Oregon

 

Lead Data warehouse project to streamline and consolidate all supply chain and business

Inventory reporting at Nike at their Beaverton Oregon Headquarters.  Work with worldwide sales organizations to identify and consolidate business intelligence reports from Oracle Data warehouses to Teradata. Develop roadmaps, track execution, coordinate international meetings with sales, logistics, planning and operations teams.   Extensive experience with Retail POS sales systems, supply chain planning, Logistics and implementing Teradata solutions

 

·   Localization and worldwide deployment experience

·   Scrum/Agile process implementation and project development and management

·   Extensive Data warehouse Infrastructure design – including sizing and Hardware selection

·   Extensive Salesforce CRM and reporting Experience

·   Risk management, Vendor Management, Contract administration and Management

·   Plan, coordinate and release into production multiple releases of   business intelligence reporting

Including KPI, profit and loss figures

·   Manage the Enterprise data ware house program including performance tuning, security, dimensional  modeling requirements, ETL, environment management, architecture bus model,

Metadata management, data steward ship, data presentation

·   Manage SAN and Virtualization network (VM Ware) enhancements as needed

·   Extensive  Retail transaction processing experience

·   Extensive QA, UAT, SOX, UT experience

·   Overall ownership of defining processes and implementing client solutions

 

 

 

 

01/05/10 – 06/11/10 – Business Intelligence Analyst, Nike, Portland, Oregon

 

Responsible for analysis and consolidation of Nike Business intelligence reports

Lead Data warehouse project to streamline and consolidate all supply chain and business

Inventory reporting at Nike at their Beaverton Oregon Headquarters.  Work with worldwide sales organizations to identify and consolidate business intelligence reports from Oracle Data warehouses to Teradata. Develop roadmaps, track execution, coordinate international meetings with sales, logistics, planning and operations teams.   Extensive experience with Retail POS sales systems, supply chain planning, Logistics and implementing Teradata solutions

 

·   Localization and worldwide deployment experience

·   Business and technical requirements documentation – BRD, PRD

·   Scrum/Agile process implementation and project development and management

·   Extensive Salesforce CRM and reporting Experience

·   Risk management, Vendor Management, Contract administration and Management

·   Plan, coordinate and release into production multiple releases of   business intelligence reporting

Including KPI, profit and loss figures

·   Manage the Enterprise data ware house program including performance tuning, security, dimensional  modeling requirements, ETL, environment management, architecture bus model,

Metadata management, data steward ship, data presentation

·   Manage SAN and Virtualization network (VM Ware) enhancements as needed

·   Extensive  Retail transaction processing experience

·   Extensive QA, UAT, SOX, UT experience

·   Overall ownership of defining processes and implementing client solutions

·    

·   Interface directly with key business partners and project managers for key requirements

·   Extensive e-commerce experience

·   Extensive SOA and BPM redesign and Orchestration

·   Visa transaction processing experience

·   Extensive Financial product development and management experience

·   Merger and acquisition experience with Insurance industry  retirement planning purchase

·   acquisitions by StanCorp (Mainspring Retirement planning portfolio)

·   Implement Insurance Key performance Metrics Data Marts and Data Ware House Projects

·   ITIL and Change management experience

·   SAP CRM implementation upgrade and configuration

·   Release projects related t0 standard Insurance Financial, mortgage and loan origination products

·   Expertise in Insurance product development, execution and release

·   Business process redesign with SOA and Lombardi Team Works orchestration

·   Develop and maintain Wholesale secondary market online Broker solutions applications

·   Interface directly with key business partners and project managers for key requirements

·   Retail POS transaction processing experience

·   Extensive EDI/B2B testing, requirements and configuration experience

·   Experience with SEO, Cloud computing, SAAS

·   Insurance regulatory agency experience

·   Manage vendor and contract management processes

·   Generate Performance metrics for Insurance lines of business

·   Develop analytics reports for key business managers and directors

·   Extensive off shore project and program management experience

·   Extensive Insurance transaction processing experience

·   Implement ITIL processes

·   IBM mainframe TPF configuration experience

·   Extensive Internet technology and UI application experience

·   J2EE and Pl/SQL enhancement release experience

·   Localization and worldwide deployment experience

·   Scrum/Agile process implementation and project development and management

·   Risk management, Vendor Management, Contract administration and Management

·   Plan, coordinate and release into production multiple releases of   business intelligence reporting

Including KPI, profit and loss figures

·   Manage the Enterprise data ware house program including performance tuning, security, dimensional  modeling requirements, ETL, environment management, architecture bus model,

Metadata management, data steward ship, data presentation

·   Manage SAN and Virtualization network (VM Ware) enhancements as needed

·   Extensive QA, UAT, SOX, UT experience

·   Overall ownership of defining processes and implementing client solutions

·   Business Intelligence: Extensive use of SAP,  Business Objects and COGNOS.

Oracle Data Warehouse builder and Ab Initio

 

 

 

 

 

 

 

 

08/01/09 – 12/23/09 –  Insurance Financial Business Analyst - Standard insurance Company

 

Manage multiple healthcare and Life insurance report releases for Standard Insurance Company. Work with multiple cross matrixed   teams to deliver business features and projects enabling the insurance team

to deliver key projects on time and budget. ).  Work with the Standard Insurance project team to provide seamless supply chain and real time ordering and business intelligence data to management.  Present weekly status reports to Directors, Vice Presidents and managers.  Coordinate enhancements to Standard Insurance transaction processing systems

 

 

·   Interface directly with key business partners and project managers

·   Business and technical requirements documentation – BRD, PRD, Technical specs

·   Develop, test and implement Retirement planning portfolio requirements and enhancements

·   Develop functional specifications and requirements with business

·   Extensive insurance business process redesign and implementation

·   SEO and e-commerce web design

·   Insurance underwriting and business process design

·   Website traffic enhancement and Search engine Optimization

·   Asset based lending and factoring

·   SAAS and cloud computing solutions design and implementation

·   Imaging and OCR recognition software experience

·   Plan, coordinate and release into production multiple releases of   business intelligence reporting

Including KPI, profit and loss figures

·   Manage the Enterprise data ware house program including performance tuning, security, dimensional  modeling requirements, ETL, environment management, architecture bus model,

Metadata management, data steward ship, data presentation

·   Manage SAN and Virtualization network (VM Ware) enhancements as needed

·   Extensive retail and credit card transaction processing experience

·   Overall ownership of defining processes and implementing client solutions

·   Extensive ITIL and ITSM Service management

·   Extensive UAT, test case creation and implementation

·   Extensive Vendor Management System implementation

·   Retail Credit card transaction processing

·   Extensive budgeting, planning and pro-forma statement preparation experience

 

 

SAP Modules: CRM, Logistics, FICO, BI, Shipping, Business Objects, Crystal Reports

Enterprise Software:  Remedy, Rational Clear Case/Clear Quest, HP Open view, Direct Reports: 52

SAP Modules: CRM, Logistics, FICO, BI, Shipping, Business Objects, Java, J2EE

 

 

 

11/03/2008 – Present: IBM Global Business Services – consulting at  Spansion, Inc

Financial Services /Enterprise Data Services Business Analyst

 

Analyze financial systems and international supply chain and Data ware house for Spansion, Northern California’s leading flash memory maker and AMD subsidiary (spun off company).  Work with the IBM application management services team to provide seamless supply chain and real time ordering and business intelligence data to management. Assist with business requirements and enhancements to the enterprise Financial and transaction processing  system. Present weekly status reports to Directors, Vice Presidents and managers.

 

·   Coordinate changes to FICO modules (general ledger transaction, company code changes)

·   Extensive experience with SAP and Oracle POS, Credit card, retail Transaction processing

·   SAP APO (advanced planner and optimizer ) module customization Scope of the project included

·   demand planning, supply planning and detailed production planning processes using APO-DP, SNP and PPDS modules

·   Coordinate releases for SAP Retail Transaction Processing

·   E-commerce online bill pay system design

·   Extensive SOA BPM re-design

·   UAT testing and validation

·   Search engine optimization

·   UAT, testing, validation, gasp analysis

·   Contract and Vendor Management

·   Extensive retail and credit card transaction processing experience

·   Imaging and CR sofw3are experience

·   Filenet document management

·   Extensive Excel Pivot Tables and Charts

·   Lead solution architect for the implementation of Financial, sales and operations planning enhancements across four business units. The scope of solution included WW Demand planning, Collaborative demand planning, supply planning and revenue planning processes.

·   Manage SAP and wireless security, defines security policy, permissions and firewall policies

·   Extensive PDLC experience (Product design, development, implementation)

·   Extensive budgeting, planning and pro-forma statement preparation experience

·   Cost-of-sales-Accouting using SAP ™ standards through functional areas, CO-PA, cost element ledger, special ledger (CO-OM-CEL, CO-OM-CCA, CO-OM-OPA, CO-PA, FI-SL, FI-GL)

 

 

SAP Modules: CRM, Logistics, FICO, BI, Shipping, Business Objects, Crystal Reports

Enterprise Software:  Remedy, Rational Clear Case/Clear Quest, HP Open view, Direct Reports: 52

SAP Modules: CRM, Logistics, FICO, BI, Shipping, Business Objects, Java, J2EE

 

 

10/15/2007 – 11/03/2008: Cordys USA, Inc

Consulting

 

Sr. Business Requirements Analyst, US Finance and banking and Retail Solutions

 

This position reports directly to the Senior Vice president of Engineering.

 

Functioned as senior technical analyst for the solutions team (Cordys North America Finance and Banking Solutions). Established documentation processes, project metrics, resource tracking  systems, budgeting processes.  Coordinated off shore development with the Cordys India team.  Functioned as technical and business analyst for financial, Banking, Insurance solutions.  Develop extensive mortgage and financial services solutions. Established process for identifying repeatable software solutions and creating viable pre-sales demos for fortune 1000 clients such as Comcast and Verizon.   Coordinated pre-sales demo meetings with clients and visiting executives. Established company wide project management, budgeting and reporting system in coordination with the Controller’s office.  Extensive business process engineering, design and mapping skills.

 

 

·   Established company-wide product opportunity identification, prioritization and implementation process

·   Pre-sales support for retail transactions processing with Gap, Wal-Mart and Target 

·   Factoring and Asset based lending

·   Search engine Optimization, SAAS, Cloud computing

·   Imaging and OCR recognition experience

·   File net and Documentation

·   Extensive EMPOWER LOS customization and testing experience

·   Business and technical requirements documentation – BRD, PRD, Technical specs

·   Fixes asset lending, factoring, wholesale and secondary markets

·   Mortgage system underwriting and design

·   Insurance underwriting BPM design

·   Business Rule Engine design, development testing

·   Retail and credit card transaction process experience (Target, Wal-mart, GAP)

·   eCommerce B2B Solution design and development

·   Financial Systems Development Experience (Derivatives, Equities, Asset Management, Portfolio management , Fixed income Securities) Experience

·   Contract and Vendor Management

·   Risk Management analysis  (Client Systems)

·   Financial Systems Development Experience (Derivatives, Equities, Asset Management, Portfolio management ) Experience

·   Java J2EE Application Solution Development Experience

·   UAT testing validation test script design

·   Extensive POS, Credit card, transaction processing experience

·   Extensive Banking (Retail, Wholesale) and Insurance (Auto, Home) industry experience

·   Liaison with Industry Advisory rd (IAB) members as well as product management to define product requirements 

·   Global Software release, deployment and localization

·   Extensive Analysis with  Excel Tables and Charts

·   Extensive ERP industry solution design Experience

·   HIPAA, data warehousing, identity management, internet security and business intelligence experience

·   SAP Oil and Gas solution requirement development

·   Develop technical and business requirements and roadmap for Industry Solutions

·   Sr. Technical and business analyst for Oil and Gas, TELCO, Banking

·   Linked professional services, product development and Center of excellence teams into the Cordys

        PMO

·   Successfully planned, managed, and released the Cordys Predictive Management feature – the first North America Cordys   repeatable solution. 

·   Coordinated deployment training with the Cordys North America professional services team.

·   Successfully completed SOA and BPM re-design projects with fortune 500 clients (DuPont,

Citibank and Fortis)

·   Established RUP methodology and Six Sigma process improvement

·   Extensive budgeting, planning and pro-forma statement preparation experience

·   Extensive ITIL and ITSM Service Management

 

TIBCO, Tivoli, Crystal Reports, Business Objects, Oracle

Enterprise Software:  Remedy, Rational Clear Case/Clear Quest, HP Open view, Direct Reports: 52

SAP Modules: CRM, Logistics, FICO, BI, Shipping, Business Objects, Java, J2EE

 

May 15, 2007 – 10/15/2007:  Adobe Systems, San Jose

Consulting for ManPower

 

Sr. Business Analyst/Release Lead – SAP releases

 

This position reported directly to the Sr. Manager for SAP and shared Legacy Services

 

Functioned as senior Business Analyst,  Release manager and Project Manager at Adobe systems.  Coordinated Data center outage in August at the San Jose corporate Headquarters.  Also helped coordinate the October SAP upgrade release with key projects in CRM, Business Warehouse and Logistics. Worked on project budgeting management, managed cross-functional business teams across Adobe Systems Incorporated, Coordinated business validation, User Acceptance Testing, SDLC compliance processes and change management.

 

·   Sr. Technical analyst for SAP logistics, fulfillment and delivery system change requirements

·   Successfully released October upgrades for SAP logistics, BW, FICO, Logistics and CRM systems

·   Retail systems support for Adobe/Macromedia integration

·   Business and technical requirements documentation – BRD, PRD, Technical specs

·   Implemented tracking system for SAP  projects, transports and enhancements

·   Extensive experience with POS, Credit card transaction processing

·   Contract and Vendor Management

·   Extensive Excl Pivot tables and Charts Analysis

·   Extensive retail and credit card transaction processing experience

·   Merger and acquisition experience

·   Search engine optimization

·   Gather and test requirements for identity management and internet security enhancements

·   Define and implement enhancements for SAP BI and Data warehouse

·   Extensive UAT, Testing and Gap Analysis

·   Implemented PMO processes to coordinate and rank company-wide SAP initiatives

·   Assisted in strategic planning of SAP features needed for upcoming adobe projects

·   Coordinate SAP application integration projects (XAPPS)

·   Coordinate UAT, acceptance, release and promotion to production

·   Extensive resourcing, budgeting, planning and pro-forma statement preparation experience

·   Extensive use RUP, Six sigma and UML process methodology and tools

·   Extensive business process reengineering and design

·   Implemented projects related to SOA initiatives at Adobe

·   Extensive ITIL and ITSM service Management

 

SAP Modules: CRM, Logistics, FICO, BI, Shipping, Business Objects, Crystal Reports

Enterprise Software:  Remedy, Rational Clear Case/Clear Quest, HP Open view,

AIX, RS600, DB2, MY SQL, Oracle

 

 

May 2006 –May 2007: IBM Corporation - Oracle Head Quarters, Redwood Shores, California

Consulting through Computer Task Group

Sr. Business Analyst/Project Manager  – IBM  Business Services Enablement /Oracle Alliance

 

 

This Position reported to the Director for IBM North America Independent Software Solutions 

 

        Sr. Technical analyst and Project manager for the IBM engagement at Oracle Corporate Head Quarters at Redwood Shores, California. Responsible for managing all aspects of the engagement with Oracle including product roadmap tracking, benchmarking and enablement project execution.  Other roles included identifying and interviewing technical resources and talent. Functions included leading joint company project status review meetings, assisting with tracking marketing initiative execution, and reporting metrics at the director/executive level.  Additionally assisted with mapping and a comprehensive  re-design of management and reporting processes to meet the criteria for a “high-performance” team.

 

·   Extensive experience with oracle Financial Services solutions testing and design

·   eCommerce B2B Solution, EDI, Xml solution design and development

·   Risk Management analysis  (Client Systems)

·   Search engine optimization, web traffic analysis

·   Fixes asset lending, factoring, wholesale and secondary markets

·   Online retail transaction processing, Bill Pay

·   Extensive High Cost lending Underwriting rules design

·   SAAS, Cloud computing hosted solutions

·   UAT, Testing, test script creation

·   Transaction and credit card processing experience

·   Financial Systems Development Experience (Derivatives, Equities, Asset Management, Portfolio management ) Experience

·   Java J2EE Application Solution Development Experience

·   Extensive experience with Oracle Retail, transaction processing, POS

·   Developed process to prioritize, consolidate and track to execution all Benchmark and Enablement Process projects

·   Extensive use of RUP

·   Asset based lending and Factoring requirements

·   Business and technical requirements documentation – BRD, PRD, Technical specs

·   Experience with Oracle Loans 11i testing, customization portfolio Manager and CMMI to establish project processes

·   Sr. Technical analyst for defining IBM product roadmap, business requirements, release schedule

·   Assisted in rolling out Rational Portfolio Manager to the oracle teams

·   Oracle Data warehouse and business intelligencer experience

·   Extensive UAT, Testing and Gap Analysis

·   Managed personal development plans and certification paths for IBM personnel

·   Worked with Senior  management team to document and enhance the management system for the Oracle /IBM alliance engagement

·   Developed system to tie marketing priorities with project execution

·   Played key role in building high performance project execution team.

·   Coordinated off-shore initiatives in India (Bangalore Development team)

·   Coordinate SOA projects for IBM software vendors

·   Extensive ITIL and ITSM Service Management

 

 

Budget Managed: $ 800,000

Enterprise Software:  Remedy, Rational Clear Case, Congo’s, Direct Reports: 52

HP Open view, AIX, RS600, DB2, MY SQL, Oracle

 

 

July 2003 – May 2006  Consulting at Washington Mutual - Lake Forest, CA

 

Consultant Tek Systems July 2003 – May 2006

 

Business Analyst/Release Lead

 

This position had a dotted line report to the CIO 

 

           Management /Leadership position  with various roles – Project Manager, Customer

           Expectation Management, Release Management, Business Systems Analysis.  Extensive exposure to

          sub-prime mortgage industry practices. Successful track record of leading development and release 

           of innovative financial products targeting the sub-prime market. Extensive Exposure to Washington 

           Mutual  project and release management methodology and complex  regulatory requirements for

           state specific High Cost Lending practices. Customer  expectation management included providing

           status updates to the CIO and Executive Vice president and key director and national operations

           level business partners (Customers). Coordinated Sarbanes-Oxley compliance initiatives and

           participated in  regulatory reviews.  Successfully managed the development, planning and release of

           21 consecutive releases of financial products in 12 months.  Coordinated and released initiatives for 

           SAP CRM, BW and FICO modules at

 

·   Senior technical  business analyst and contact for all  sub prime mortgage product

Issues

·   Factoring and asset based lending

·   Financial Systems Development Experience (Derivatives, Equities, Asset Management, Portfolio management , Fixed income Securities) Experience

·   Extensive Excel Tables and Charts Analysis

·   Contract and Vendor Management

·   eCommerce B2B Solution design and development

·   Imaging and OCR recognition experience

·   Filenet and Documentum

·   Risk Management analysis  (Client Systems)

·   Technical documentation – specifications, BRD, PRD, Test plans

·   Asset based lending and Factoring requirements

·   Business and technical requirements documentation – BRD, PRD, Technical specs

·   Financial Systems Development Experience (Derivatives, Equities, Asset Management, Portfolio management ) Experience

·   Extensive UAT, Testing and Gap Analysis

·   Extensive ITIL and ITSM Service Managemet

·   Java J2EE Application Solution Development Experience

·   Asset based lending and Factoring requirements documentation and testing

·   Extensive business and underwriting process re-design and implementation experience

·   Extensive experience with POS, Transaction processing, Retail and Transaction processing

·   Extensive experience with Empower LOS customization and testing

·   Gather, define  and test requirements for identity management and internet security enhancements

·   Extensive experience with testing, UAT, release to production and appropriate communication

·   Implement and maintain SAP business intelligence platform, dashboard and data warehouse reporting

·   Extensive experience with RUP, UML, use case design

·   Testing and enhancements for LBMC online bill pay system and portal

·   Releases 26 successful enhancements to the SAP logistics, CRM and BW installation

·   Coordinate new report creation in the BI warehouse and Crystal reports

·   Coordinate projects related to SOA initiatives

 

 

Empower LOS, SOX audit Systems, FILENET, J2EE, JMS, C++, AIX, Tivoli

SAP Modules: CRM, Logistics, FICO, BI, Business Warehouse, Business Objects

 

 

 

July, 2000 – November 2002: Hewlett-Packard, Inc , Mountain View

(Consulting Through Venturi Technical Partners)

Sr. Business Analyst, Release Lead - Consulting

 

            Functioned as senior Project Manager and Release Lead, technical business analyst managing

              development and execution of new web site designs at short notice to drive revenue growth and

               customer satisfaction. (SUM -Software Update Manager – was the Electronic software support

              site for major HP fortune 500 clients).

             Project management role included following ISO 9000 software project

              life cycle from start to finish, defining project deliverables, identifying and managing risks,

              escalating blocking issues, developing and conducting training and communication with

              external users.  Process Analysis functions included designing and managing scope and flow of

             conceptual designs for the website. 

 

·   27 months of successful SAP BI, Data Ware house and Logistics project definition and release

·   Extensive experience with SAP retail implementation and Transaction processing

·   Extensive SOA and business process reengineering experience     

·   Extensive technical documentation – BRD, PRD, Test plans

·   Extensive UAT, Testing and Gap Analysis

·   Define and test requirements for identity management and internet security enhancements

·   Define and release enhancements for data warehouse, dashrd and business intelligence platform

·   Extensive use of RUP, DMAIC, UML (use case design) and Prince 2 for Europe projects 

·   Responsible for defining all technical requirements, coordinating UAT and promotion to production

 

 

Enterprise Software:  Remedy, Rational Clear Case, Cognos, Direct Reports: 52

HP Open view, AIX, RS600, DB2, MY SQL, Oracle

 

 

January 30, 2000 – July 2000: Clarify, Inc.  San Jose, CA

(Consulting Through Duncan Consulting)

Project Manager - Quality Assurance Test manager

 

               Successfully managed QA release of the Traveler 2000 SFA and mortgage data product,

               including staffing, training and executing the development and test strategy in a very aggressive

               time- frame for Clarify, a leading provider of Customer Relation Management, logistics and

               financial applications software.       

 

 

SAP Modules: CRM, Logistics, FICO, BI, Business Warehouse, Business Objects

 

 

 

October 1999- January, 2000: Masters   Institute,  Mountain View, CA

Software Development Manager, Business Analyst, Quality Assurance manager

 

Responsible for managing software Quality Assurance, testing, release and configuration management for the Masters Institute online Degree program education and training solution.  Managed  a team of four testers and six developers.  Coordinated release and development schedules, working closely with the Product Engineering Director and CEO. Participated in the

hardware selection and network design process for the web site and firewall. 

 

 

Enterprise Software:  Remedy, Rational Clear Case, Cognos, Direct Reports: 52

HP Open view, AIX, RS600, DB2, MY SQL, Oracle

 

 

Oct 15, 1998 – September, 1999: California Federal Bank.  Sacramento, California.

Financial  Applications  and Year 2000 Testing and UAT (Consulting)

 

Supervised a team of five individuals who were responsible for survey, assessment, testing and verification for the entire suite of  PC applications at California Federal Bank, Sacramento.  Supervised the Development of  test scripts, case scenarios, test methodologies and documentation.   Strong exposure to  testing business, HR, and Financial applications.  Performed  Database analysis and verification for Y2K compliance.  Executed UAT on all feature releases.

 

·   Extensive experience with Empower LOS customization and testing

·   Extensive experience with POS, Transaction processing, Retail and Transaction processing

·   Extensive experience interacting with operations to define, prioritize, deploy, test, release

Servicing enhancements to LOS

·   Extensive experience defining, testing, deploying state specific High Cost lending

Enhancements and lending process changes and underwriting rules

·   Coordinated Sarbanes-Oxley compliance initiatives and  participated  in  regulatory reviews       

with nationally distributed sub-prime regulation compliance teams

Extensive experience coordinating JAD sessions with operations, loan processing and

 

 

 

SAP Modules: CRM, Logistics, FICO, BI, Siebel analytics

Enterprise Software:  Remedy, Business Objects, Crystal Reports, Direct Reports: 52

AIX, RS600, DB2, MY SQL, Oracle

 

 

1997-1998: Unisys, Inc.  Blue Bell, Pennsylvania

Project Analyst – Internal Consultant (Revenue and Mortgage)

 

On-site client engagement for large Pennsylvania department of Revenue Service implementation  involving legacy system integration with modern web enabled client -server system using SQL Server, NT Server and Image processing systems at the Harrisburg headquarters. Coordinated release and development schedules, working closely with the DOR Director and tax and revenue practice principal.  Participated in  the hardware selection and network design process for the department of Revenue Solution.  Executed UAT on all feature releases.

 

Enterprise Software:  Remedy, Rational Clear Case, Cognos, Direct Reports: 52

HP Open view, AIX, RS600, DB2, MY SQL, Oracle

 

 

1989-1997: QST Technology, Inc (formerly Environmental Sciences and Engineering).   Gainesville, Florida.

 

Technical Lead/Project Manager

 

Various Technical positions with established EPA contract environmental laboratory services provider. Managed IT projects and team of 12 technicians.

 

 

TRAINING CERTIFICATES

·               Project Management Professional (PMP)

·               ISO 9000 and six sigma training at Hewlett-Packard

·               Certificate in Automated web Testing(Rational Software)

·               Clarify training certificate in Fundamentals, Data modeling and Traveler Application

·               Completed SAP process and navigation training at HP

·               UC-Berkeley Extension class in Wireless applications design

·               UC-Berkeley Extension workshop in XML application design

 

Professional Development Activities

·                   VP of communications  -  Finance Students Association – University of  California,  Davis

·                   Member – Bio-Business club – University of California, Davis

·                   Member – Toastmasters International – San Francisco, California

·                   Member – San Francisco  chapter, Project Management Institute

·                   Member -  American Financial Association