Business Analyst

PATRICIA A. KAROUE

Cell: 214-***-**** E-Mail: ********@***.***

Summary

Senior Business Analyst / Product Owner with experience in information systems, product development, contract management, business process workflows, data warehousing (EDM), and regulatory reporting. Knowledge of both functional and technical skills lending a blended approach to planning, organizing, and facilitating requirements elicitation.

Skills

SOW, System/Software implementation, business/data modeling (CASE), structured methodologies, full life-cycle development, testing, process improvement, business requirements gathering, OOA/D, code review (SQL, SOAP, XML,Json, Java).

Oracle DBA emphasis - Administration, Backup & Recovery, Performance Tuning, PL/SQL, SQL scripts. Oracle Financials, 9i and 11i.

ERP - J.D. Edwards modules: A/R, A/P, Sales Order Processing, Contract/Service

Billing, Time Accounting, Job Costing, G/L. PeopleSoft. Technical writing, Costpoint financials, Deltek Cobra and Open Plan Scheduling Tool, Cognos/Query Studio, PRMS, MS Office, BPCS, SalesForce, FinancialForce. SDLC. COTS. Mainframe.

Dashboards and KPIs. Internal Audits, Compliance, Sarbanes-Oxley. Data modeling and process mapping. Information Security, Cyber Security and Data Analysis.

Scrum Master/Agile Expert/Scrum Product Owner assignments, AGILE PDM & PLM. Business Analyst Common Body of Knowledge.

AS/400 - AS/400 Query, DB2, SDA, DFU, SEU. AS/400 System courses, RPG/400,

CL programming, LAN, Wan, e-Security, Visual Basic, Lotus Notes, and Java. EDI, Visio, Client Access, MS Project, FasTax. Network Security courses – CISSP preparation, Middleware, Network Storage, Azure, Client-side APIs.

Education

Regis University - Denver, CO

Master of Science in Computer Information Technology: Dual degrees in Database Technology and Systems Engineer (Networks and Servers). 2007

University of Texas at San Antonio - San Antonio, TX

Master of Business Administration 1989

University of the Rockies - Denver, CO

M.A. Psychology: Criminology and Justice 2015

University of Akron - Akron, OH

Bachelor of Arts 1979

Dallas County Community College District

Real Estate (24 hrs.), Loan Originations/Quality Control and Loan Closing, Shipping and Warehousing.

Certifications:

Scrum Developer Cert., Scrum Master Cert., Agile Expert Cert., Scrum Product Owner Cert, Agile Master Cert., ITIL® Foundation. August 2020. Scrum Study.

Gaps:

Freelance work with cohort to assist in marketing efforts.

TECHNO CORE, Business Process Analyst, Business Analyst March 2023-present

Agile methodology. Creating framework for startups. Indirect tax filings.

Requirements gathering, story writing, interfacing with multiple stakeholders for a large-scale rollout. Agile methodology. SAFe/PI Planning, Daily Standups, SOS, Grooming Backlog Management, Retrospectives. Decomposed stories for the Dev Team. Infrastructure management. Clarity.

Infosys/DirecTV through Aespatech, Beachwood, OH. October 19, 2022, to December 12, 2022. Process/Business Analyst.

Creation of Process Payment Gateway for DirecTV. Applying the operating model of SAFe/PI Planning with ART sync. Payment transaction flow is the flow of payments from start to approval and credit funds. Payment processing moved to the vendor payment gateway. One-time payment processing in real-time. Migration of stored COF and ACH payment methods from one vendor to another. Auto-Bill pays processed in real-Time. Reconciliation reporting included: Customer payment notifications, system capacity alerts, and mitigation plans. Developed, aligned, and refined the product backlogs and roadmaps for critical applications and platforms. Defect triage, dependency tracking and resolution, spike resolution. Infrastructure management. eCommerce, B2B.

Jira Align, MS Teams, Agile-Scrum, Sharepoint, MS O365, Zoom, Outlook

SLK America, Inc. at FIS, Jacksonville, FL. April 27, 2022, to August 5, 2022. Process/Business Analyst.

Platform Product Owner responsible for delivery of multiple integrations required to connect P&C insurance platforms. Worked closely with my other platform product owners delivering Majesco and TSIQ. Applying the operating model of Agile Scrum. SAFe/PI Planning working environment for Billing & Funding (pmts.) ART sync. Developed, aligned, and refined the product backlogs and roadmaps for critical applications and platforms. Defect triage. Infrastructure management. SaaS, . eCommerce, B2B

Rally, MS Teams, MIO diagramming tool, Agile-Scrum, Sharepoint, MS O365, Zoom, Outlook

Pyramid Consulting at Centene Corporation: Managed Care Solitons. St. Louis, MO. October 10, 2021, to March 20, 2022. Process Analyst/Product Owner/Scrum Master.

Requirements gathering, story writing, Epic writing, interfacing with multiple stakeholders for a large-scale rollout for Medicare in a 26-state environment. Agile methodology. SAFe/PI Planning, Daily Standups, SOS, Grooming Backlog Management, Retrospectives. Decomposed stories for the Dev Team. Infrastructure management.

MS Teams, Jira, Sharepoint, Excel, Zoom, MS O365

Akarya, Inc. at Visa. Austin, TX. April 10, 2021, to August 11,2021. Consulting Business Analyst.

Business Analyst for the creation of Business Requirements Documents (BRDs). Client has various networking projects needing requirements gathering and BRDs to support the necessary funding of lease renewals and enhancements to networking features. Initiatives are between $30mm and $50mm. Infrastructure management.

O365, MS Teams

Apex Systems, Inc. at TXDMV. San Antonio, TX. Jan. 19, 2021, to Feb.27, 2021. Consulting Business Analyst.

Agile/Scrum – Business Analyst for implementation of TxT, which is a DMV implementation that can provide a point of service for the renewal of Vehicle Registration and additional professional licenses. Gathering business requirements related to vehicle registration. Functional Requirements, UX, User Stories, Business Rules. Daily Stand Up, Demos, Retros, Digital Marketing.

Technical – Toad used for database queries providing evidence of key content for user interfaces. Reviewed system architecture, sub-systems, and components for system changes related to new solution design. Infrastructure management., SQL.

MS Teams, MS O365, Toad, Jira.

Apex Systems, Inc. at USAA. San Antonio, TX. June 10, 2020, to July 27, 2020. Consulting Sr. Development Product Owner/B.A.

Agile/Scrum – Product Owner for Business Agility Strategy Process/Bank Data & Analytics/Data Quality. Tailored Business Requirements outcomes and deliverables within the Agile environment - Use cases, Business Rules, Gap Analysis, Needs Assessment. Code reviews and demos. Sprinting, Daily Stand Up, Retros, Demos.

Banking domain – Functional/technical requirements gathering with internal/external stakeholders, documented “as is” and “future state”, process mapping. Requirements gathering for new architectural flow. Reporting of project resource metrics for Monthly Leadership Meeting – Jira delivery to plan. Nonfunctional/functional requirements analysis. Moving consumer loans to Snowflake. Redesigning the flows for NSFs. Infrastructure management.

Jira, Rally, SaFe, SharePoint, Service Now, MS O365, Outlook, Visio.

Long Finch Technologies, LLC.at Rackspace. San Antonio, TX. May 4, 2020 to June10, 2020. Business System Analyst.

Agile/Scrum –Gathering business system requirements for Salesforce/FinancialForce Professional Services Agreements (PSA) integration into a single instance from disparate systems. A multi-country conversion including Managed Services moved into Financial Force. “As-Is” and “Future State”.

Process Mapping, Use Cases, Business Rules, Gap Analysis, Needs Assessment, Functional/Non-functional Requirements, In Scope/Out of Scope Deliverables, Risk Analysis, Governance, Glossary, Wiki page. Dashboard creation. Daily Stand Up and Demos of functional applications. Infrastructure management.

Jira, SAFe, SharePoint, Service Now, Outlook, MS O365, Slack, SalesForce, FinancialForce, Visio, PowerPoint.

Strategic Staffing Solutions at USAA. San Antonio, TX. August 21, 2019, to February 18, 2020. Consulting Product Owner/B.A.

Agile/Scrum – Product Owner for upgrade of CFO report. Business Requirements for Management Ledger - Use cases, Business Rules, Gap Analysis, Needs Assessment. Code reviews and demos. Sprinting, Daily Stand Up, Retros, Demos. Backlog Management.

Banking/Insurance domains – Functional requirements gathering with internal/external stakeholders, documented “as is” and “future state”, process mapping. Creation of financial and IT controls. Nonfunctional/functional requirements analysis. Redesigning the CFO report and rerouting the line items from the Management Ledger. Infrastructure management. Regulatory Reporting.

Reviewing in Daily Standup ETL for upgrade of CFO report. SQL.

Jira, Rally, SaFe/PI Planning, SharePoint, Service Now, Fortis, MS O365, Outlook, Visio, PowerPoint.

Value Momentum. Erie Ins. June 10, 2019, to August 21, 2019. Consulting Lead Business Analyst. Upgrade of FISERV product for online payments.

Agile/Scrum – Lead B.A./Product Owner for inclusion of a Registered Customer feature and Wallet payment feature for online insurance payments. Business Requirements Document - Use cases, Business Rules, Gap Analysis, Needs Assessment. Sprinting, Daily Stand Up, Retros, Demos, Digital Marketing, Regulatory Reporting.

P&C Insurance domain – Functional requirements gathering with internal/external stakeholders, documented “as is” and “future state”, process mapping, testing/UAT, UX design. Nonfunctional requirements analysis. Infrastructure management, SaaS.

FISERV, Agile Manager, SharePoint, MS Office, Outlook, Visio, PowerPoint. eCommerce, B2B

Wipro-Gallagher. Franklin, TN. October 12, 2017, to May 7, 2019. Consulting Sr. Business Analyst. Mortgage system support for NetOxygen – LOS.

Agile/Scrum – Sr. Business Analyst/P.O. for implementation of CFPB mandated changes to TRID. Functional Requirements Document - Use cases, Business Rules. Daily Stand Up, Retros, Demos. Regulatory Reporting.

Collaboration with client mortgage personnel, legal, and compliance for needs assessment, design, and definition. Commercial strategies. Documented “as is” and “future state”. Created Business Impact Statement to identify gaps in NetOxygen related to TRID mandated reconfiguration of the Loan Estimate, Closing Disclosure, web pages, calculations, and numerical presentations. Peoplesoft analytics. Technical writing. Backlog Management. Infrastructure management. SaaS. Digital Marketing.

NetOxygen - LOS, TFS/Azure Devops, Microsoft Office, SharePoint, MS O365, IoT cert. Wipro mandatory training. eCommerce, B2B

Markel Ins. Contractor. Glen Allen, VA. April 28, 2017, to August 19, 2017. Synechron Consulting Sr. Business Analyst. Support for e2 Property and Casualty Insurance.

Agile/Scrum – SPOC between business and IT for insurance domain. Requirements gathering for build of commercial property & casualty lines of business. Requirements elicitation for rate, quote & bind, and issuing Workmen’s Compensation policies. Bi-directional systems integration with submission intake, document management, data aggregation and policy booking. Functional Requirements Document - Use cases, Business Rules. BRD, UML. Stand Up, Retros, Demos, Grooming and Planning Sessions.

BI - Reporting, online analytical processing, analytics, data mining, process mining, complex event processing, business performance management, benchmarking, SDLC. Regulatory Reporting.

Collaboration with senior stakeholders for needs assessment, design definition, and systems integration solutions. Documented “as is” and “future state”. Resolved Jira tickets for insurance applications. Infrastructure management.

Jira, Confluence, Microsoft Office. eCommerce, B2B

Caliber Homes Loans. Irving, TX. January 23, 2017, to February 28, 2017. Consulting Sr. Business Systems Analyst. In-House Mortgage Loan System Build-out.

Agile/Scrum - Business requirements gathering for build-out for Loan Origination Mortgage platform H2O. Created process flows for loan origination, AUS, warehousing, and closing “As is” and “future state”. Data and process mapping.

Liaison role between business and technology (internal stakeholders). User stories from business requirements and functional test cases (UAT) for functional requirements. Epic creation. Use cases, Business rules & Wireframes. Problem-solving abilities and multi-tasking capabilities. Stand Up, Retros, Demos, Grooming and Planning Sessions.

Translated business requirements into technical solutions. Deployed appropriate levels of end-to-end testing of resources across the .NET project.

BI - Reporting, online analytical processing, analytics, data mining, process mining, complex event processing, business performance management, benchmarking, SDLC. Infrastructure management.

Visual Studio (TFS), Microsoft Office.

NationStar Mortgage. Irving, TX. July 18, 2016, to September 23, 2016. Consulting Business/Systems Analyst III. Loan servicing portfolio over $385 billion with 2+ million customers.

Agile/Scrum - Business requirements gathering for conversion to reverse mortgage platform (internal stakeholders). Loan Origination. Created process flows for REO and Foreclosure activities in BlueWorks. “As is” and “future state”. Epic creation. Use cases, Business rules. Included links to systems, audit documentation, and sub-processing services and applications. Problem-solving abilities and multi-tasking capabilities. Stand Up, Retros, Demos, Grooming and Planning Sessions. Technical writing.

SQL server, stored procedures, data searches to map fields to the Dialer to determine loan information being passed to the call center. SQL scripts, data marts, process mapping. Infrastructure management. ETL for loan data analysis.

SQL Server, BlueWorks, Microsoft Office.

NTT Data, Inc., Dallas, TX. March 4, 2013, to May 13, 2016.Sr. Business Systems Analyst/Scrum Product Owner. Technology services firm offering business process outsourcing solutions for State Farm Insurance. SPOC responsibility for implementing TrustID in the Call Center to enable authentication for various lines of business.

Analyst for Lexis-Nexis Proofing (Insurance and Banking) implementation for Identification-Authentication solutions in the Call Center. Risk assessment/AML/Fraud prevention, KYC, Office of Foreign Assets Control, BankSecrecyAct. Data modeling and process mapping. Single Sign on – SSO, and Identity and Access Management. ETL for Excel/Cognos reporting.

eCommerce: Gathering business requirements; constructing workflow and process diagrams; studying system capabilities for Framework (architecture). Analyzing external/internal stakeholder requirements, working with developers for product integration in Call Center. Developed wireframes, worked in code in Digital Marketing. Mobile App development – Android.

Project Management: Followed Scrum Master, Agile Expert, and Scrum Product Owner methodologies. Created the Project Charter or Statement of Work. Epic creation. Identified use cases for sprints. Worked with external/internal stakeholders for story grooming. Stand Up, Retros, Demos, Grooming and Planning Sessions. Technical writing.

BI - Reporting, online analytical processing, analytics, data mining, process mining, complex event processing, business performance management, benchmarking. Regulatory Reporting.

Implemented new authentication technology in Call Center for bank, property/casualty, auto, fire as the transactions affected the lines of business. Telemetry/Network automation providing performance data to meet metrics standards. SaaS.

Credential creation following NIST guidelines; Identity Access Security, multifactor security, Active Directory, Cybersecurity, SSO. Met regulatory requirements for bank and insurance. Created RFPs and involved in vendor selection process.

Determines operational objectives by studying business functions; “as is” and “future state”. Defines and documents customer business functions and processes using Visio, PowerPoint, and Mega. Business Decision Documents, Business Case Documents, Business Requirements Documents Technical writing), UAT, testing requirements, and metrics. Code review for Java. Functional Requirements Documents - Use cases, Business rules & Wireframes. Technical writing.

Acts as a liaison between departmental end-users, technical analysts, information technology analysts, and consultants; interfaced with high level executives. Interpreting workflows for V.P.s. API Integration. Infrastructure management. Sales Support / Marketing Website Development for lines of business

Reporting requirements with data marts using Query Studio. SAP PS and PPM for project management and business volume metrics. SAP FI – G/L, A/R, A/P, Payroll Benefits.

Microsoft Office, Lotus Notes, Service Manager, SharePoint, SAP, Query Studio, code review (Mobile app. SQL, SOAP, XML, Json, Java, Jira), client-side APIs. Completed over 365 hours of technical education through employer. eCommerce, B2B

El Rancho Incorporated. Garland, TX. October 15, 2012, to December 11, 2012. Business Systems Analyst. Privately owned grocery establishment catering to the Hispanic community. The company has 12 stores and a distribution company.

Analyst for J.D. Edwards E1 conversion from FMS. Regulatory Reporting.

Requirements gathering for the conversion (internal customers). Functional Requirements Documents - Use cases, Business rules. Risk Assessment.

Training, process flow documentation, test scripts, ACH, Positive Pay. Order Mgmt. Product recall.

J.D. Edwards E1 9.1, Microsoft Office. eCommerce, B2B

Husqvarna. Orangeburg, SC. February 2012 to June, 2012. Contract Business/Systems Analyst.

Contract position through Robert Half Int’l., 1441 Main Street, Ste. 750, Columbia, SC 29201.

Manufacturer of lawn equipment for commercial and consumer products. North American headquarters is in Charlotte, NC. Parent company is in Sweden. Total Revenues - SEK 30,357m

Analyst internal audits responsible for documenting ERP processes and procedures in Orangeburg, SC, McRae, GA, and Charlotte, NC. COTS/SDLC.

Excel VBA applications. Streamlining downloads from the AS/400 and manipulating formulas in Excel. Create Visual Basic macros for reporting applications. Demand forecasting. Product recall, Supply Chain Management.

Troubleshoot AS/400 issues with downloads and queries for financial analysis.

Payables processing for two plants - $26.8m weekly. Data modeling.

Inventory and standard cost accounting. Order Mgmt.

Documentation for the manufacturing and IT processes in PRMS and J.D. Edwards. Risk assessment/fraud prevention (Technical writing). Regulatory Reporting.

BI - Reporting, online analytical processing, analytics, data mining, process mining, complex event processing, business performance management, benchmarking.

Workflows reprocess engineering for labor and resource management.

AS/400, BPCS, PRMS, J.D. Edwards 7.3 modules for A/P, G/L, Inventory, Costing, and Procurement, Query tools. B2B.

BlueCross BlueShield of South Carolina, Columbia, SC. May, 2007 to September, 2011. Business Analyst at Data Service Center. Healthcare domain. Columbia, South Carolina.

Business Analyst responsible for the management and monitoring of the Cobra Earned Value Management (EVMS) program. Claims, Medicare, Medicaid. COTS, SDLC.

Contract management, internal audits, fixed assets, CMDB, metrics. Regulatory Reporting.

Generate monthly invoices from CostPoint and Cognos. Project analysis and reporting.

Monthly labor reports from CostPoint and Cognos. Pricing models.

Writing policies and procedures for the project setups, billing, labor, and Cobra functions. Risk assessment/Fraud prevention.

BI - Reporting, online analytical processing, analytics, data mining, data mining, process mining, complex event processing, business performance management, benchmarking.

CostPoint, Deltek Cobra, SharePoint, Cognos, MS Project, PowerPoint, Excel, Word, Tao, Outlook.

Mannatech, Inc. Coppell, TX. July, 2006 to February, 2007. Contract Business Analyst. Manufacturer of supplements and other health care products. Voted one of the best top ten small companies to work for by Forbes. Publicly traded, $389 mm. located in Coppell, TX.

Financial Analyst performing inventory reconciliations for seven countries.

Month-end close operations, standard cost changes, commercial invoices, debit memos, intercompany reconciliations, journal entries, currency exchanges, A/R, pmts. Data modeling and data warehousing, Order Mgmt. Demand forecasting. Supply Chain Management.

BI - Reporting, online analytical processing, analytics, data mining, process mining, complex event processing, business performance management, benchmarking.

PeopleSoft conversion, Microsoft Office. eCommerce, B2B

Trinity Industries, Inc. Dallas, TX. March 2005 to May, 2006.Financial Analyst. A $2.9 billion publicly traded company. Member of the Fittings Group, Dallas, TX, with manufacturing plants in Enid, OK. and Russellville, ARK.

Financial Analyst. Preparation of monthly management reports, Hyperion-Essbase. Financial statement preparation. Management reporting and key performance indicators.

BI - Reporting, online analytical processing, analytics, data mining, process mining, complex event processing, business performance management, benchmarking, COTS/SDLC, Demand forecasting, Regulatory Reporting.

Inventory analysis and costing. Order Mgmt. Supply chain management, Product recal.

Cost accounting, month-end close, journal entries.

Documentation for Sarbanes-Oxley (Technical writing).

AS/400 – BPCS, Oracle 11i – G/L, A/P, A/R, Discoverer, Hyperion-Essbase, PowerPoint, Excel, Word, Web-based tools and accounting systems, Microsoft Exchange.

Independent Consulting 2000 to 2005 – P.K. Enterprises

EMC Mortgage - Bear Stearns. Irving, TX. May, 2004 – February, 2005. Financial Analyst. EMC Mortgage Corporation is a wholly owned subsidiary of The Bear Stearns Companies, Inc., $7.4 billion. EMC mortgage is a mortgage banking company specializing in the acquisition, securitization, servicing and disposition of commercial and residential loans. Loan Origination system.

Financial Analyst for mortgage-backed securities reconciliation and reporting. Analyze

flows and resultant breaks. Created reporting function for Wall Street. Data modeling.

System balancing between trading desks, loan sales and purchases, loans serviced by others, sales and repurchases.

BI - Reporting, online analytical processing, analytics, data mining, process mining, complex event processing, business performance management, benchmarking. Regulatory Reporting.

Business Objects, WITS, Passport, Fidelity, Excel, Word. Loan-related technical and non-technical courses.

Austin Bridge& Road. Dallas, TX. May, 2003 - March, 2004. Senior Accountant.

A $2.5 to $5 million company providing commercial construction and industrial services in Texas and the Southeast.

Sr. Accountant. Cost accounting.

Cut checks for $3mm run and $1mm run, pmts. Order Mgmt. Supply chain.

Intercompany billings, bank reconciliations for A/P.

Payroll processing and check run for 300 in multi-state environment. Quarterly returns.

Sales tax clean-up for ten months of filings. Sales report audits/compliance.

Collections – reclaimed cash of approximately $75k. Expense report audits.

Conversion to Oracle 9i. Coins, Phoenix Frontend, Cold, Outlook, Synergy, HR Suite

A+ Medical. Dallas, TX. November, 2002 - May, 2003. Senior Accountant.

Independent medical clinic for three doctors and one chiropractor.

Controllership positions with a Real estate and Medical clinic management.

Financial statements preparation.

Cash flow analysis for banks.

Audits/Compliance.

A/P – cut checks/pmts., A/R - collections, Order Mgmt., G/L, bank reconciliations, payroll, quarterly returns, sales tax, account reconciliations, sales associates commissions. QuickBooks, Cyrious.

Citigroup. Irving, TX. February, 2002 - May, 2002. Tax Accountant.

The company is a pre-eminent financial services company with 200 million customers and accounts in more than 100 countries with $1 trillion in assets.

Tax Accountant. Customer billing and reconciliation for private property taxes in a multi-state environment. Issue resolution with tax jurisdictions.

Analyze property tax returns. Refund processing. Audits/Compliance.

Flowserve. Irving, TX. September - November, 2001. Tax Accountant.

Manufactures and supplies pumps, valves, seals, and service to petroleum, chemical, power, water, and general industry.

Tax Accountant. Cleanup project for Vertex/Quantum Returns products. Database reconstruction and implementation. Reclaimed $5mm in overpayments.

Filing of multistate sales/use tax returns. Issue resolution with tax jurisdictions. Tax return preparation. Audits/Compliance.

Stewart & Stevenson. Houston, TX. August, 2001.Technical Writer. A $2.5 to $5 mm company involved in the manufacture of the US Army's Family of Medium Tactical Vehicles or FMTVs.

Technical Writer. Contract setup for J.D. Edwards One World contract/service

billing and job costing modules.

Report Design Aid, Form Design Application, Report Design Director.

TXU Energy. Dallas, TX. June - July, 2001. Financial Analyst.

TXU is a holding company that through its subsidiaries engages in the generation, purchase, and distribution of electricity with between $50 to $100 million in revenue. Gas Master billing reconciliation project.

Analyst. Gas Master billing reconciliation.

Audits/Compliance.

Lennox Heating and Cooling. Dallas, TX. December, 2000 - May, 2001. Accountant/Financial Trainer.

The $3.4 billion publicly traded company makes air conditioning, heating and fireplace systems for residential and commercial uses, as well as commercial refrigeration equipment.

Deployment team for proprietary accounting system on an AS/400 platform. 100% travel.

Financial Accountant. Financial trainer and third level support.

Accounts receivable, accounts payable, purchase orders, job management, service contracts, service tickets, pmts., General Ledger, Order Mgmt., and inventory.

Enterprise Solutions Group Division of ACS. Dallas, TX. March, 1999-October, 2000.

Project Management/Business Analyst. A $4.4 publicly traded billion computer servicing company supporting J.D. Edwards(AS/400) in a functional/technical capacity within the IT department.

Project Manager. Implemented Contract/Service billing module in a two-company conversion. Full lifecycle development (SDLC, COTS).

Process improvement implementation. Train the trainer sessions.

Problem-solving abilities and multi-tasking capabilities.

JAD sessions for business process development and requirements gathering. Developed test scripts. Technical writing.

Supported and implemented Sales Order Processing, Order Mgmt., Distribution, Accounts Receivable and Accounts Payable/Pmts., Time Accounting, G/L, and Job Costing.

Implemented Collections module, Vertex Sales and Use tax program that resulted in the discovery of a $400k underpayment. Risk assessment.

Internal audits and compliance.

Supported Macola for manufacturing operations. BPCS manufacturing.

Data warehousing. Supply chain.

Report generation: Report Design Aid, Form Design Application, Report Design Director, World Writer, Dreamwriter, SQL.

ADS Environmental. Garland, TX. October, 1998 - March, 1999.

Senior Accountant.

The company provides water, wastewater and hydroelectric managers and engineers with accurate flow measurement instrumentation, innovative software for analysis and reporting and related field support services.

Business Manager. Budgeting, forecasting, daily engineering operations, job costing, bid preparation, billing, pmts., Order Mgmt., and collections. Data modeling.

Internal audits/compliance.

Created flash to actual reporting for profitability analysis. (Costpoint shop).

GTE Dallas, TX 1997 – 1998. Contract Financial Analyst. This company is now Verizon with $75 billion in sales.

Analyst. Performed analysis on collection accounts within the Treasury Department. Oracle.

Texas Wesleyan University School of Law. Dallas, TX 1996 – 1997.

Law library assistant.

Resolution Trust Corporation. Dallas, TX. December, 1989-January,1996.

Asset Operations Analyst. Agency created by the Federal government to resolve the S&L crisis.

Project Manager.

$2.6mm national contract implementing an Oracle Asset Management system. (AMS). Contract management: Managed 38 contractors. AMS was the Congressional database of record for the 75,000 Dallas Contractor Managed REO assets and nonperforming loans (mortgages). Technical writing.

EDP Auditing team. Risk Assessment/Fraud prevention. Regulatory Reporting. Developed policies and procedures and training programs for contractors. Identified changes to policies and procedures that streamlined processes and reduced costs. Reviewed all processes so that they were streamlined, efficient and automated. Frequent problem-solving analysis. Established goals, monitored performance, and coached and motivated staff. Payment Review Authorization function.

Data warehousing, FISERV

Loan Sale Advisor. $1.6 billion in sales.

Managed contracts with major investment banking firms to sell loan portfolios.

Analyzed servicing of loans, evaluated loan portfolios, and determined marketing strategy. Mark-to-market of securities.

Audits/Compliance. FISERV

Moran Development Company. Dallas, TX. November, 1985-June, 1988.

Independent developer of apartment complexes and packages of shopping centers $2mm.

Controller. Financial statement preparation, pro forma, forecasting, budgets, consolidations, net worth statements, cash management, order mgmt.., construction draws, general ledger, sales associates’ commissions, pmts., and

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