I’ve known Teresa for several years. If you want a top notch Business Analyst with a wide range of experience please email her at tess1276ATyahoo.com .
TERESA WARD
SUMMARY
- IT Senior Business Analyst with strong experience in large enterprise-wide, complex implementations that allowed the skill-set for the production and development of workflow studies, process decomposition, process re-engineering, business and process modeling skills, and process of gap analysis.
- Possesses strengths as a Business Analyst in Healthcare/Financial/Insurance and Entertainment that has allowed for the development of strong:
- Compose Business Requirement surveys for solutions providers and vendors to be more effective with deliverables.
- Effective in strategically enabling enterprise and e-Business solutions, while working with cross-functional, cross-organizational teams. Strong understanding of all SDLC phases.
- Functional Areas: Claims, Underwriting, Provider/Member Services, Brokers, Contracts, Investment and Financial Services, Actuarial, Accounting, Trades, Property and Casualty, Quality Assurance (Testing), Reporting, Annuities, Mutual Funds, Custodial, Corporate Actions, Equity Services, PMO
SKILLS
Software/Protocol: SWIFT – SWIFT NET Trade interface, Omgeo Connect, OASYS, Oracle 10g-Create/Manage/PL/SQL Oracle 11i for Financial Services; CRM-Supply Chain, Order Management and Fulfillment Analytics, BI platform ;Siebel e-Business Suite, Performance Scorecard;, Oracle Financial, Windows/2000, Windows NT, Excel (PC/MAC), Front-Page, Cognos-PowerPlay/Impromptu, OLAP, Data Mining, BRIO SQR, Dreamweaver, Cold Fusion, Flash, ONYX, PowerPoint, UnityMail 4.0, Microsoft Access, Microsoft Project 2000, Quark, Filemaker, ACT, Lotus Notes, FoxPro, Visual Basic, Crystal Reports, WordPerfect, MacDraw, (Macintosh) - Mac Write, Harvard Graphics, Adobe Photoshop 5.0, Adobe Illustrator, Visio 5.0, TCP/IP Internet Applications, HTML, Oracle 8.0.6, Rosettanet, Business Objects Enterprise, LAN/WAN, SGI, FTP sites, Web Logic Tools, WinRunner, EDI Complete, Mercury ITG, Mercury Test Director, TOAD, SQL Plus, Final Cut Pro, RDBMS technology, MS SQL, Oracle Apps, Sybase,
Operating Systems: UNIX, SUN platform, SQL Server, Linux, IBM OS/2, Netscape Apache Server, Windows NT
Other: XML (analysis), UML, People Soft (Tools), Novell Netware 4.x, Microsoft Solutions Framework, SAP, ERP applications, Rosettanet, Swift, Visual Basic, RUP, Agile PLM, Sarbanes Oxley, Basel II, Vignette, EMC Documentum, Sharepoint
PROFESSIONAL EXPERIENCE
Varolii Corporation August 2008-present
Senior Customer Advocate
- Responsible for maintaining post-launch customer relationships or ongoing partner relationships.
- Responsible for project management of all Professional Services deliverables.
- Working with direct customers will be introduced to the customer during the implementation process, the kickoff, development signoff, and launch meetings. .
- Responsible for keeping customer applications up-to-date
- Act as the primary owner of each installed customer application assigned
- Lead projects such as report reviews, annual updates, application refresh, and other projects with the Customers
- Facilitate customer workshops and provide training
- Interact closely with Application Engineers to keep them abreast of application opportunities
- Apply best practices to design and update performance of customer applications
- Serve as primary point of account contact for internal and external teams
- Prioritize Customer Management projects and resource allocation against the sales pipeline
- Monitor progress of projects and issues
State Street Bank – IT January 2008 – August 2008
Senior Business Analyst
- Working closely with Client (s) on Fund to Fund deliverable for IBT conversion downstream conversion projects
- Working closely with developers on data integrity/data compares utilizing Oracle 8.6-Toad
- Conducting Gap Analysis, Business Requirements gathering, and writing Functional Specifications
- Participated in QA by building Test Cases, tracking defect management, and SQL Plus data mapping
Sun Life Financial March 2007 - September 2007
Business Systems Analyst-Lead
Distributed Computing Division-IT
System design involvement with Vendor and Clients (s) for increased productivity for New Product Initiatives in Individual Life Insurance, Annuities and Group for several interfaces within the organization
- Identify and analyze business needs and translate to business and functional requirements
- Task Force Advisor
- Oracle 8 and Oracle 11i – Financials/Reporting
o UI Design
o Facilitate and Chair meetings with Business Units (Sales, Customer Service, Underwriters, Broker/Dealer/Producers) for review/validation/requirements
o Develop test cases, technical specifications, wireframes, and the content management architecture
o Work closely with Developers in Ireland/India to confirm and validate testing for production on the SEC Rule 22c2 implementation on iHUB and Fund Request interfaces as well as Sarbanes-Oxley (SOX) compliance reporting/risks implementation
Vignette – Portal/Collaboration
FIDELITY – (FISC) November 2006 - March-2007
Senior Business Analyst/Consultant
- Lead business requirements gathering activities 2008 FIMT Planning for ITG Mercury/HP enhancement project for Planning/Carry-Over and Change Control
- Used tools such as Sharepoint and Lotus Notes for project and requirements documentation
- Rosettanet - business specification implementation for Development lifecycle
- Worked closely with Lead Developer, Business Analyst and Vendor (ITG) to provide deliverable
- Lead the analysis/functional requirements/report requirements/with Client and Developers
- Wrote System specifications, metrics and status documentation
- Design Workflows for the Project Request and Planning/Carry-Over for application enhancements utilizing Visio for the ITG/Mercury/HP project
- Wrote System Design documentation for ITG enhancements utilizing UML
- Wrote System Prospectus utilizing UML
- Define and execute test plans for the 2008 FIMT Planning for ITG Mercury/HP
- Attend and facilitate Design and Development meetings
- Responsible for specific areas of work and review of the project utilizing MS Project and FSDM methodology
- Responsible for executing the test cases and defects
- Training client on new enhancements within their newly designed modules
Omgeo, LLC March 2006 - September 2006
Senior Business Analyst
- Manage client expectations for conversion of SWIFT MT54x’s to Outbound/Inbound trade messaging interface
- Wrote Test Plan/Strategy for SWIFT MT54x’s for the full Product Integration on for Settlement Trades from CTM/OTM systems to client
- Primary point of contact for the lifecycle Settlement testing/specifications/change controls
- Delivered support or ensure suitable escalation on Business issues for the SWIFT conversion and upgrade to trading system
- Provided integration services to client implementing solutions and support during the project lifecycle.
- Gathered detailed requirements for Testing from the Business Groups
- Writing Test Cases/Scenarios for Developers and Designers
- Modified and re-developed business and workflows utilizing Rosettanet (PIPS) specifications
- Managed Test plan execution
- Improved on existing methodologies and contributed to best practices
- Worked closely with Developers on data integration and Work Flow issues Brokers/Custodian and 3rd Party SWIFT messaging interface
Neighborhood Health Plan October 2005 - March 2006
Senior Business Analyst
- Documented business requirements for Member and Provider Services for complex Application implementation.
- Developed specifications from client interviews in Clinical/Claims/Benefits/Credentialing and Finance.
- Assessed completeness and accuracy of new and/or complex client data submissions relative to implementation plans and summarize issues for internal teams.
- Documented initiatives to secure new data exchange relationships
- Evaluated product development needs and helped develop solutions to meet the user and system needs in daily Team meetings.
- Drafted and maintained data and code implementation plans for complex processing system
Perot Systems – Harvard Pilgrim Health Care May 2005 – October 2005
Senior Business Analyst - Consultant
- Data Modeling/Mapping (Oracle) for Reporting and Analysis – Accounts New for EEE project – Underwriting/Brokers/Membership/Subscribers
- Developed front-end reporting tool feeding through several HPHC applications
- Consultation with members of technical development team and business users
- Identified data design options based on documented requirements, developed recommendation for formal best practices
- Worked closely with Business Units on business needs/gaps/requirements and process
Brown Brothers Harriman February 2005 - May 2005
Business Systems Analyst -Consultant
- Prepared detailed business/system requirements for Infomediary Group/MLIM – Merrill Lynch Investment Management
- Work with Client Solutions Division (CSD) on testing and implementing SWIFT application changes/code for Infomonitor/Message View and Repair and Message Entry for Brokers, Trades, Custody, Cash and Corporate Actions
- Verifying UI design for deal messaging (FF/ from the Recipient and Originator)
- Analysis and Design of product enhancements for roll-out of the new application
- Participation in the development of controls and workflows to meet new business requirements, productivity enhancements, or regulatory changes
- Work closely with Developers on Planning, Testing/Test Plan and design
- Maintained business and system requirements, wrote test scripts, test plans and tracked defects in Test Director
- Systems testing, Regression Testing of Message View and Repair and Message Entry application
Blue Cross-and BCBS of Massachusetts September 2004 - February-2005
Business Analyst
- RAMS Express Project. Medical Insurance Rating Web application for small and large accounts. Experience rating.
- Requirements gathering and documentation
- Define and document user’s roles and responsibilities and system access security requirements.
- Reports and Forms requirements gathering, report and forms mock-up and user sign-off
- Use-case design and developer specification
- Web pages screen and work-flow design
All America Financial May 2004 – September 2004
Business Analyst
- Responsible for viewing and building system requirements and Test Plan in Test Director for web-based application in Insurance/Commercial Lines - Claims/Policies
- Updating Test Matrix
- Working with Developers on Testing application
- Writing test plans and test strategies
- Developing documentation for testing
- Participating in and understanding design of application with focus on meeting client business requirements
- Assisting client in defining requirements for business process • Implementing testing procedures to test business/user requirements
LEXINGTON INSURANCE (AIG) August 2003-March 2004
Senior Business Analyst/QA –
Property & Casualty and Personal Line
- Defined, scoped and produced business requirements and policy-writing solutions to Property/Casualty/Personal and Commercial Lines.
- Test matrices, UAT, Regression and User Training
- Developed system specifications as needed to support reporting, policy and claims systems
- Analyzed business needs/requirements, incorporating regulatory changes, ratings, re-engineering processes
- Provided up-to-the-minute market/sales/claims data for decision-making.
- Communicated directly with Clients to understand their business needs and to resolve business issues
- Ensured quality of system changes through the development and execution of system test plans, built, and executed test plans
- Managed small to medium-sized projects
MANULIFE FINANCIAL July 2002 - December 2002
Business Systems Analyst/QA (Consultant)
Participated on the software development life cycles (SDLC) implementation team to convert the $800 billion in Assets Under Management Scudder Investments variable annuity products into the Manulife USA investments business line and fixed income asset management.
- Led the design, development and enhancement of the Manulife USA reporting needs to include the $800 billion in assets under management Scudder Investments variable annuity products.
- Created Functional and Technical specifications, Report Specifications, and Test Matrices as well as Risk Management analytics and reporting.
- Wrote and executed clear and concise support documentation such as test plans, test cases, test coverage matrices, and defect reports utilizing SQL Plus, Test Director
- Responsible for development and enhancement of the Oracle SQL report validation and data cleansing of the data mart and sql views.
- Responsible for QA testing, utilizing SQL, Test Director, VSS, WinRunner of 150+ Actuarial and Accounting (Gain/Loss) reports
- Streamlined the reporting needs by creating Cognos PowerPlay Web Cubes 7.0 and PowerPlay Web 7.0 reports
- Developed Impromptu Web Reports 7.0 to provide Manulife’s Scudder Investment reporting needs
- Siebel live implementation - 24×7 on call
DEWOLFE COMPANIES April 2002 - July 2002
Business Analyst/QA (Contract)
Designing architecture for web enabled on-line tool for Real Estate Agents and Relocation Services.
- Create page layouts, site maps and interactive prototypes which resolve site design, information architecture and usability issues.
- Work with developers to successfully implement approved design solutions.
- Generate and maintain design documents, wire frames
- Gathering Business requirements with business units
- Functional Specs
- Writing Use Cases and Use Case Catalog for Developers
FLEET BANK – FLEET TECHNOLOGY SERVICES February 2002 -April 2002
Business Systems Analyst/QA (Consultant)
Created project deliverables using structured development methodology (CMM)
- Analyzed report requirements for cross-functional BI needs utilizing BI/Business Objects
- Gathered report requirements, data fields, mappings for reports utilizing Brio Suite/SQR Server
- Developed project scope, current process and proposed solutions.
- Worked with members of Systems Development and Architects developing requirements and business models
- Researched system design and system architecture of business solutions.
- Expanded the scope and features of current client server product through Mock GUI / Prototype Screen design
- Interviewed user’s for fact identification and data analysis
- Responsible for maintaining and documenting data analysis standards and best practices in systems analysis and design
- Wrote Test Matrices for Pass/Fail documentation utilizing SQL Plus/scripts
JOHN HANCOCK COMPANY July 2001 - November 2001
Senior Business Analyst/QA – (Consultant)
- Produced and gathered business requirements for insurance and loan management interface migration project for Agents, Brokers, and Dealers.
- Defined and documented business requirements and business modeling across numerous business units utilizing Visio 2000, Microsoft 2000, MS Excel
- Documented and refined business and technology gap analysis using Excel and Microsoft Project
- Created functional specifications using Visio 2000 and Microsoft Project 2000
- Monitoring deliverables and integration solutions with Microsoft Project 2000
- Defined data sources and integrity for GA profiles (Agents), contract codes, agent codes, licensing hierarchies, registration and underwriting
- Analyzed commissions, quotes utilizing Business Objects Cycle Analytics
- Ad hoc reporting, querying and analysis with Business Objects
- Queried relational data utilizing Microsoft SQL Server 2000
- Worked with developers and architect to ensure full software life cycle
UNIVERSAL STUDIOS, UMG January 2001- April 2001
Business Analyst (Consultant)
- Worked with end-users to identify and establish business requirements for custom applications for web site
- Interpreted and conveyed technology requirements to Developers and Management in order to ensure full-life cycle implementation
- Web site trend reports, on-line marketing events and site usage analysis using Microsoft 2000 Performance tools, logs and alerts
- Content development and editing using HTML, Microsoft FrontPage and ASP
- Helped design new screen displays for ease of use on web site
- Database optimization using Microsoft Access and BRIO for on-line CRM campaigns
- Set-up email marketing campaigns with business units
- Liaised with creative, editorial, promotions, artists and agents
AQUENT April 1999 - January 2001
Business Analyst – (Consultant) for Cognos Corporation)
- Developed positioning and action plan to increase market value in Database Marketing
- Queried relational data utilizing SQL Server 2000 database for Customer Retention Programs
- Migrated databases using Access and FTP sites from Trade shows and Marketing campaigns
- Integrated and validated databases with SQL Server Enterprise templates
- Implemented key strategic marketing plans for CRM
- Ensured all data validity testing and data capture testing with SQL, Oracle platforms
- Developed business requirements models, documentation and life/cycle delivery utilizing MS Project 2000.
- Responsible for data cleansing and integrity
- Produced client email marketing campaigns and retention programs for Marketing Reps using PowerPlay, Impromptu and Act
- Built database marketing queries and OLAP cubes using PowerPlay, and Impromptu
- Liaised with Developers and Programmers in order to implement data capture and integrity
- Managed Web Registration URL’s for Customer Updates and Seminars
- Responsible for hardware/software vendor relationships
Education
Northeastern University, Boston, MA
BA Business Administration
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