BUSINESS ANALYST    |    BUSINESS SYSTEMS ANALYST     |     BUSINESS PROCESS ANALYST

  • Detail-oriented Agile Business Analyst with excellent organizational skills as well as oral and written communication skills. 
  • Demonstrated ability to produce high quality deliverables that effectively improve business processes through application of Project Management skills and LEAN methodologies.
  • Perform research and analysis required to develop project plans that include recommendations on most effective path to improve efficiency and performance. Example; provided guidance to improve SalesForce.com processes for various internal teams (at IPS) by documenting current state and making recommendations for future state.
  • Support and manage large projects in conjunction with Organizational Leadership and more direct management on small to medium projects.
  • Experienced liaison between technical and business functional areas; ERP Lead for cross-functional teams to understand and document scenarios (data conditions, data sets, dependencies, business decisions, gaps and change impacts) during iterative development cycles of custom ERP system integrating JDE, Workforce, PeopleSoft 9.2 implementation (at AMN).
  • Skilled in the complex integration of data involving data extraction, integration and interpretation from disparate organizational systems for report production and support (produce adhoc and periodic reports using SQL/Excel).

 KEY SKILLS AND COMPETENCIES

Requirements Elicitation
Research and Result Analysis
Critical Thinking
Business Relationship Management
Improvement Recommendations
Complex Problem Solving
Change Management
User Acceptance Testing/Planning
Training/Documentation

TECHNICAL SKILLS & KNOWLEDGE

Business Modeling:
Documentation:
Front End Tools:
​


​Languages:
Draw,io, Enterprise Architect, iGrafx, Microsoft Visio, Omnigraffle
Confluence, Google Docs, Google Sheets, Microsoft Word
Google Office 365, HPQC, JIRA, JD Edwards, LPS MSP, Microsoft Project, Microsoft Office, PeopleSoft, SalesForce, SQL Navigator for Oracle, Tableau, Teradata, Track-it, SQL Server Management Studio (SSMS),  SQL Assist, Toad for Oracle, VLS, Work Day, WorkFront
HTML, SQL, VBA

PROFESSIONAL EXPERIENCE 

Zimmer Biomet Consultant  - Warsaw, IN (80% Remote, 20% On-site)                                                             

 9/2022 - 2/2023

IT Senior Business Systems Analyst

Facilitated workshops and interviews to gather information for use cases, requirements scenarios, business process diagrams, and technology system flows, using Microsoft 365 and Microsoft Visio to document and automate process understanding.

     ·    Researched, reviewed, and analyzed the effectiveness and efficiency of existing requirements-gathering processes, developing strategies           to streamline and automate these processes going forward.

     ·    Led data-cleansing efforts in preparation for data migration on the Kinetic project, identifying data-quality issues and partnering with           functional business areas to resolve them before migration.

      ·   Supported data migration/import by identifying where data cleansing was required and communicating findings clearly to functional           business stakeholders.

      ·   Integrated business process deliverables into the overall project plan, keeping cross-functional workstreams aligned to project           milestones.

      ·   Analyzed the as-is Change Management process, documenting workflows, requirements specifications, and process changes required to            support the new tool.

      ·   Facilitated multi-stakeholder working sessions, synthesizing input from cross-functional business and  technical participants into clear,           actionable requirements and process recommendations.


Senior Business Systems Analyst - Harmony Technology Services, Inc.* - San Diego, CA  (100% Remote)                                                                       9/2021 - 3/2022

Enterprise Business Systems Analyst Health IT Department

  • Conducted workshops and interview sessions with stakeholders to support the production of use cases, requirements scenarios, business process diagrams and technology system flows using swim-lane and context diagrams. Microsoft 365 was the primary platform used to perform this work, including Microsoft Visio.Gather and document business and technical requirements, identified system gaps and assessed technical constraints.
  • Lead stakeholder interviews and working sessions to improve business processes
  • Identify requirements from source documents such as government RFPs and derive requirements with traceability to source requirements, coordinated requirements with other relevant business areas.

* Harmon Technology Services, Inc. is a subsidiary of Clear Creek Group


Senior Business Analyst - Cubic Transportation Systems - San Diego, CA                                                                                                                     3/2019 - 9/2021

Systems Engineering Department, Business Analysis Team

Designed new business solutions for clients to improve business efficiency and productivity. Worked closely with internal stakeholders and assisted Systems Engineers/Managers with external stakeholders to examine business needs and to understand any operational constraints, developed models, analyzed data flows, discussed findings and designed appropriate solutions. Supported Senior Analysts/Managers with determining business direction and implementing solutions.

  • Performed system and process analysis using Tableau to build clear, actionable visualizations that guided stakeholder decisions and surfaced operational improvement opportunities.
  • Produced workflows, process flows, sequence diagrams, and logical and functional data models — along with context diagrams, functional domain, and component diagrams — to drive end-to-end system analysis in partnership with business and engineering teams.
  • Documented system capabilities at the functional and component level using Jira, Confluence, and DOORS, ensuring traceability across the development lifecycle.
  • Led regular project review meetings with Program Managers, improving project-level performance, schedule adherence, risk visibility, and quality outcomes.
  • Partnered with Senior Systems Engineers, Architects, and Developers in Gate Reviews and Sprint Planning/Demonstrations, serving as a technical lead confirming each solution met all criteria before advancing to the next development stage.


Business Systems Analyst - Integrated Practice Solutions - San Diego, CA                                                                                                                     11/2017 - 3/2019

Development Operations Department, Information Systems Team

Used Agile and Lean methodology experience to elicit, analyze and document business processes to identify issues and recommend improved procedures for internal ChiroTouch software development operations teams and production users utilizing Salesforce. Supported all internal systems managing projects of various sizes that were focused on process improvement. 

  • ​Key contributor providing expert advice to other groups on technical and operational issues.
  • Support and manage large projects in conjunction with organizational Leadership and provision of leadership on small to medium projects, to meet objectives on time.
  • Gather, analyze, refine, and document business requirements and process flows.
  • Identify operational objectives after developing an understanding of business function and evaluating requirements.
  • Design new processes by analyzing requirements, constructing workflow charts and diagrams, studying system capabilities, and writing specifications.
  • Review existing systems and advise business stakeholders on process improvements that will result in improved efficiencies. 
  • Use organizational objectives to direct enhancement requirements from end users, and convert them into workable solutions to present to technology staff.
  • Write and maintain user guides and training users.
  • Build and explain reports and dashboards to track processes.


Senior Business Analyst - Contractor  TEKSystems – San Diego, CA                                                                                                                                          3/2017 - 9/2017

Software Development Operations Team, at Seamgen

As Senior BA on Agile development team, participated in knowledge transfer, discovery and implementation phases of projects. Worked to ensure client’s product vision was reflected in the application being developed by conducting requisite research and identifying best technology and best practices to support stakeholder goals for end product. Agile development documentation; 1 major ERP project and 3 smaller custom software (mobile and web) projects:

  • Translated requirements gathered during meetings and from UX Leads clients or client provided documentation (business rules,  system documentation) into functional requirements as user stories and acceptance criteria (Jira).
  • Participated in Agile grooming, planning and to organize epics, stories and tasks as well as sprint retrospectives to aide in continuous      improvement throughout the project lifecycle.
  • Worked with Quality Assurance to validate functionality against the acceptance criteria to identify any defects that require improvement stories to meet the acceptance criteria. Compliance Support:
  • Provided research results and produced documentation to support business decisions on a project by project basis as required;

                  * Medical software device regulations (IEC 62304) for Class A software devices

                  * PCI and ACH regulatory environments related to various software development projectsStandardization and Process Improvement:

  • Developed Confluence project templates (21), global macros and templates (15) as well as filters and reports (16) to provide standardization and  efficient accessibility options on Agile development projects.
  • Developed global Google document templates (4) for use by internal employees with G Suite access.
  • Successfully mentored Junior Business Analyst; demonstrating appropriate BA responsibilities and tasks in Agile software development  projects as well as identifying areas where responsibilities overlap. 


Business Analyst II  -  Guild Mortgage Company – San Diego, CA                                                                                                                                    10/2016 - 3/2017

Production Operations Department

Performed proprietary mortgage origination systems analysis (IBM i5 OS), used business process improvement, project management skills and experience to identify and implement enhancements and system bug fixes. Worked with project sponsors to identify and document project objectives in support of mortgage origination retail operations.

  • Accurately defined quality attributes and constraints, replicate errors to identify error resolution options. Analyzed scope of                projects to identify project stakeholders; working on an average of four software enhancements or system bug resolution projects at        a time.
  • Elicited project requirements through the use of interviews, document analysis, viewpoints and surveys using Google Office 365, and Microsoft Office suite of products.   
  • Documented project business and functional requirements, business rules, use cases and process flows in WorkFront (project management tool) translating technical specifications into natural language to simply and concisely convey requirements for the proprietary mortgage originations system changes.
  • Worked directly with system programmer analysts, developers and quality control analysts to implement solutions. 
  • Established and implemented effective testing strategies to appropriately assess final programming changes; worked with other Business Analysts to identify cross impacts of final programming changes to other business areas.
  • Maintained version control system throughout the project and while developing close-out documentation.


Business Systems Analyst  - Metropolitan Transit System – San Diego, CA                                                                                                                  

8/2015 - 10/2016

Application Development  Support Team, Information Technology Department 

Conducted software requirements management for software development projects by assisting users in examining business processes to identify potential new projects, analyze potential enhancement projects for existing systems, create new business system requests, and document functional and technical requirements.  Project Management including;

  • Performed cost benefit analysis, creating the scope of work and training documentation.
  • Managed meetings between stakeholders, customers and staff to identify requirements and strategies for software projects ranging from interactive forms to web applications published for this public corporation through both the intranet and internet.
  • Created work flow and workload balancing project plans for developers and technicians to ensure adherence to milestone deadlines while also publishing recurrent status updates to the project teams and executive leadership. 
  • Performed process I\improvement including;
  • Produced textual descriptions and documentation including dataflow diagrams, hierarchy diagrams, class diagrams, and sequence diagrams for all new applications developed in-house.
  • Supported creation of coding standards for development staff.
  • Facilitated and directly contributed to development of a methodology for project documentation.Documentation of all project phases:
  • Requirements elicitation and analysis; software specification and creation of accompanying documentation required to communicate requisite design and functionality to Application Developers.
  • Created project documentation including requirements analysis, white papers, and statements of work and performed user acceptance testing based on enhancement or development requirements.
  • Produced monthly reports for Trolley Operational Support Application (TOSA) special events using stored procedures in SSMS using T-SQL and Excel using VBA macros.
  • Created extensive training guides and reference documentation for customers; published documentation to the internal intranet and external internet using HTML.Created interactive forms using Adobe Acrobat X and published them to the intranet.
  • Conducted Training by Functional Area
  • Directly and indirectly trained staff in navigation and use of agency software from SAP to MS Excel.

                        

Business Process Analyst  - AMN Healthcare – San Diego, CA                                                                                                                                            9/2013 – 7/2015 Business Process Analysis Team, Business Operations Department                                                                                                           9/2013 – 1/2014 Contractor of KForce

Business Analysis /Defining solutions - developing, reviewing and editing requirements, business processes and recommendations related to the project and or process improvements.

  • Project Management - project scheduling, process modelling and design, risk management and resource forecasting.  
  • Developing functional specifications for projects - Working closely with business partners to identify and maximize opportunities to use information and technology to improve service and/or business processes
  • Requirements Elicitation - identify solution requirements using interviews, requirements workshops, surveys, business process descriptions, use cases, task analysis and workflow analysis.
  • Develop effective reporting tools for various business units (Housing/Travel, Billing, Time Processing, Finance)
  • Lead testing efforts
  • Identify, track and report on issues including their resolution
  • Work with internal customers to identify changes required to optimize performance
  • Consistently channel communications effectively


Process Manager II  - Encore Capital Group – San Diego, CA                                                                                                                                              2/2013 – 9/2013

Business Development Department

Managed all processes related to the timely procurement of documentation required for legal proceedings resulting from debt collection efforts.  Supported business process improvement and reduced the backlog of outstanding legal documents for the top 10 portfolios by 50% in 120 days (used SalesForce.com combined with Cognos for data analysis).  

  • Supervised four Team Members responsible for off-shore document processing.Analyzed processes and designed and implemented new processes in addition to performing project management. 
  • Provided reporting and analytics to identify and proactively respond to opportunities for process improvements. 
  • Acted as liaison between business units and IT for business process improvement projects to establish data governance standards.  


Reporting & Analytics Officer, Assistant Vice President       JP Morgan Chase – Jacksonville, FL                                                                            10/2010 – 2/2013

Originations Control Oversight Department

Designed reporting solutions for the (mortgage loan) Originations Control Oversight Department including recommending and implementing methods to streamline and automate reporting processes to save time and resources.

  • Partnered with Mortgage Banking Control Office to create reporting and status documentation for Operational Risk Committees. 
  • Worked closely with the Audit Oversight and Monitoring Managers to monitor status on in progress audits, and assist in preparation of 
  • information/presentations for Senior Management Team. 
  • Managed action plan tracking for all open action plans to ensure issue remediation was occurring as expected. 
  • Maintained staff forecasting documentation; worked with Managers to obtain actual/open requisition detail.

 Business Analyst, Officer                                                                                                                                                                                                         

(10/2010 – 9/2012)

Loan Servicing Department, Management Information Services Team

External Reporting Teams - developed Default Operations reporting for publication to various external federal regulatory and rating agencies that oversee national banks.

  • Performed data mining and mapping activities related to improving data quality through identification of original sources of record and documentation of logic behind any derived data.
  • Utilized SQL and TOAD to run adhoc queries used to insure  integrity of data sourced and included in Fair Lending reporting.  
  • Developed senior management reporting packages for Default Operations submissions to external government sponsored entity (GSE) agencies.
  • Identified and documented requirements for reporting of federal mortgage relief program payments received on behalf of GSE borrowers then produced and submitted the report to the GSE monthly.
  • Performed data mapping for mortgage servicing platform data elements used in the ICDW data warehouse (for external reporting) while on the Data Warehouse team.
  • Captured and accurately  documented the record definitions, source table/column mappings, and business logic to be used as the source of historic data in ICDW to facilitate a seamless data view for end users.
  • Performed mapping activities to create a custom line of business view within ICDW for (Mortgage Modification Team).  
  • Built/documented data quality rules and test results for FC/REO/LM data elements to be used in Ab Initio.


Regulatory Affairs Business Analyst  - PSS World Medical (McKesson)    Jacksonville, FL                                                                                    

9/2007 – 10/2010

Compliance & Regulatory Affairs Department

  • Reporting: Captured, analyzed, and provided monthly reporting for various programs (Customer Feedback, DOT, EPA, OSHA, Pedigree and various Federal and State agencies) through data mining and data cleansing techniques.
  • Built and maintained collaborative relationships and alliances with internal customers corporate-wide which included Corporate Management, IT, Supplier Management and Finance.Auditing:  Scheduled and conducted audits of Access and Oracle databases and developed/implemented corrective action plans.
  • Field Support: Took on additional responsibilities to increase departmental business acumen. 
  • As the Business Intelligence Champion– conducted team training and maintenance in use of Oracle BI Answers tool. 
  • As the LEAN Champion –reviewed process improvement idea submissions and facilitated VSMs, Kaizen and GEMBAs (communicated statuses through creation/maintenance of Sharepoint BLOG and shared Calendar).
  • Identified, developed, coordinated and conducted training related to processes and procedures (Access, JDE, Lectora eLearning Development tool, MS Office Products, Saba Publisher) and then evaluated training effectiveness and initiated improvements as required.

JD Edwards Support Specialist                                                                                                                                                                                               

 (5/2005 – 9/2007)

JD Edwards Help-Desk Support Team, Information Technology Department

  • Provided application support for JD Edwards, Citrix, Microsoft Office and other network applications as required.  
  • Provided adhoc user training for specific JD Edwards system functions.

Environmental, Safety, and Health Data Specialist                                                                                                                                                           

(9/2003 – 5/2005)

Compliance & Regulatory Affairs Department

  • Database Management; provided technical expertise and maintained software systems used by Regulatory Affairs Department and divisional personnel while effectively managing ES&H related data at Field Support level.

EDUCATION

Master of Science, Industrial Engineering

St. Mary's University, San Antonio, TX

Anticipated Graduation - 2027

Master of Science, Information Systems Management
Touro University International - 2009

​Executive Certificate in Business Analysis 
St. Louis University, Richard A. Chaifetz School of Business - 2019​
​Bachelor of Information Technology 
American InterContinental University - 2005

Project Management Fundamentals
 Syracuse University, School of Information Studies - 2016

CERTIFICATIONS


Business Value Analysis

International Consortium of Agile – 2018


Lean Six Sigma Green Belt

·     Star 6 Sigma Global Academy, LLC., September, 2022, Certification No.: S6SLSG-V099

Memberships

  • Institute of Electrical and Electronics Engineers since October, 2017.
  • IEEE Computer Society Member Number:  94542864
  • INCOSE (International Counsel of System Engineering) Associate Member Number: 287763
  • Toastmasters International since March, 2019CubeMasters, Secretary as April, 2019 to September, 2021