TECHNICAL EXPERTISE

ERP

PeopleSoft 9.2

Tools

Microsoft:  Word, Excel, PowerPoint, Access, Outlook, Microsoft Project, JIRA, HP Quality Center, Pivotal Tracker, Oracle SQL Developer, TOAD, Oracle Business Intelligence (OBIEE) Analytics

Adobe – Dreamweaver, Flash, InDesign, PhotoShop, Acrobat, Illustrator,  Captivate, Robohelp, Articulate

Databases

MS Access, SQL, Oracle, Data Modeling

Languages

HTML,  XML, JavaScript, Java, Visual Basic, Visual Basic for Applications, COBOL

Methodologies

RUP, SDLC, Agile, Waterfall

Business Analyst Skills

Interviewing, Establishing Measurable Goals, Negotiation, Problem Solving, Project Management,  Change Management, Business Requirements,  Process Engineering, Process Mapping, Requirement Workshops/JAD sessions, ROI, Software Requirements Specification, Technical Documentation, Design Documentation, Functional Requirements,

Business Intelligence

Analytics for asset management, sales and marketing, revenue analysis, and benchmarking data;

ROI Analysis, Ad Hoc reporting

PROFESSIONAL CERTIFICATIONS

Oracle SQL/PLSQL, Microsoft Word, PowerPoint, Access, Outlook, Excel – Expert Level

EXPERIENCE

Senior Business Analyst

PeopleSoft Finance Technology

Cincinnati Children’s Hospital Medical Center, Cincinnati, OH

July 2016 – Present

·         Scrum master for PeopleSoft Finance Technology team (Business Analysts and Developers)

o    Organize and facilitate sprint planning, retrospectives, and daily scrum

o    Maintain metrics that provide visibility to stakeholders on team progress

o    Track and communicate team velocity and progress of sprint

·         Support the Pre- and Post-Award Grants management applications (PeopleSoft Grants, Contracts, Project Costing, and Accounts Receivable/Billing).  Modify PeopleSoft system configuration settings that impact project costing tables as needed

·         Knowledge of General Ledger, Accounts Payable,  and Supply Chain Management modules related to cost collection for Grant accounting

·         Served as Senior Business Analyst on the initiative to upgrade the PeopleSoft 9.1 application to version 9.2 and the ePAS/Click (Grants management) upgrade.

·         Participated in the design of new functionality and the removal of old modifications for PeopleSoft 9.2 upgrade and the Fit-Gap sessions for ePAS and Grants for upgrade of ePAS/Click.

·         Managed  the change management component (training/communication plan) of the PeopleSoft 9.2 upgrade for the Finance department

·         Lead the reorganization of documentation and the document repository for business process documents, requirements and technical specifications, training guides, and  configuration documents used by the PeopleSoft Finance Technology team

·         Lead the improvement of on-line help content used by end users

·         Created standardized job aid templates that  provide professional and consistent  format for all functional areas

·         Provide support, troubleshooting, issue identification and potential resolution within PeopleSoft modules for end users, primarily related to Travel and Expense and eProcurement.

Business Analyst/QA Lead (Project Consultant)

Toyota Engineering and Manufacturing, North America, Erlanger, KY

June 2015 – February 2016

BA/QA Lead for the Accounting and Finance Department’s implementation of a cloud-based travel and expense system to replace the PeopleSoft Travel and Expense module for use across North America. The SaaS application provided team members an enhanced expense reporting,  approval, paperless, and reimbursement process with both desktop and mobile functionality

·         Developed and executed all test cases and test scripts for desktop and mobile platforms

·         Validated system and business-specific functionality with data feeds from upstream systems (PeopleSoft HR, Workday American Express Corporate Card transactions) to downstream systems (PeopleSoft Financials, PeopleSoft Project Costing, and American Express remittance files)

·         Development of ad hoc reporting using WebFocus analytics

·         Participated in change request review process

Business Analyst (Project Consultant)

PNC Mortgage, Miamisburg, OH

December 2013 – February 2015

·         Established relationships with business partners in order to provide solutions

·         Worked with technical team to assist them  in understanding  the business needs and general accounting concepts

·         Created workflow diagrams, requirements documentation, and performed system data mapping;

·         Projects included:

·      Develop a new windows-based platform for an existing Excel-driven application that tracks and accounts for Loss Reserves for the Mortgage Accounting/Finance department 

·      Decommission of an existing Data Mart that existing business owners used to create reports for the business so that all data for reporting purposes could be accessed  from a central data warehouse

Project Consultant

JP Morgan Chase

July 2013 – September 2013

·         Facilitated onboard training for newly-hired technical analysts

·         Curriculum included software development life cycle, agile methodologies, working with virtual teams in a global organization, problem solving, Java programming, SQL, presentation skills, team dynamics, system infrastructure, and professional skills

·         Provided guidance during analysts’ final projects, which were projects on JPMC Book of Work, utilizing Agile methodology

Cincinnati Insurance Corporation – Business Analyst (Project Consultant)

January 2103 – June 2013

·         Created requirements documentation for new Worker’s Compensation system for multiple states

·         Assisted in system testing and reporting of system defects

Miami University, Oxford, OH

June 2012 – January 2013

Business Analyst, Business Intelligence Center

·         Established relationships with business partners in order to gather requirements and identify needs of business

·         Developed and wrote requirements and user stories to document client needs

·         Worked with Business Intelligence technical team to build and implement solutions for Human Resources Department using Agile methodology

·         Utilized Oracle Business Intelligence Enterprise Edition to create analytical analyses from data warehouse

Luxottica Retail , Cincinnati, OH

April 2011 – June 2012

Sr. Business Analyst (Project Consultant)

Project consultant on point of sale team. Assisted major global retail organization integrate an existing POS system with SAP retail for all brands within the organization. Agile methodology was utilized to move from current systems to SAP.  Business analysts on project served as proxy product owners. Primary responsibilities centered on inventory control functionality

·         Wrote user stories and created functional specification documents

·         Participated in sprint planning and retrospective sessions and user demos

·         Created data integration specification documents for XML data transfer through web services

·         Created and executed test cases and test scripts

·         Conducted  integration testing with SAP team members

.

Standard Register, Dayton, OH

May 2010 – April 2011

Business Analyst (Project Consultant)

·         Established relationships with business partners in order to provide solutions

·         Analyzed and created business workflow diagrams and develop use cases

·         Developed and wrote business requirements, functional requirements, and integration specifications for the design and implementation of business solutions, leveraging Rational Unified Process tools

·         Developed and tracked project status utilizing Microsoft Project; Communicated project status and issues with team leader

·         Projects included:

·         Automating and enhancing processes for calculating freight and shipping charges

·         Enhancing user capability to manipulate images in digital asset library used in print-on-demand documents

·         Modified processes used to calculate sales commission and sales credit to align with revenue realization

·         Worked with pricing department to develop a sales quote tool

Augusoft, Inc, Minneapolis, MN

December 2007 – July 2009

Product Advisor/Business Analyst

·         Managed and designed the initial release of the B2B edition of Lumens, Augusoft’s SaaS LMS/Data Management software

·         Gathered software requirements, designed process flow, and created program specifications using Use Case Methodology

·         Designed and validated test cases

·         Provided consultative services for training, implementation, and project management for customers who purchased Lumens software and for staff members of Augusoft, Inc.

·         Held meetings and delivered online webinars using GoToMeeting

·         Assisted Product Manager in the design of Lumens Workforce edition (product for program and financial aid management)

·         Assisted sales and marketing staff—conducted product demonstrations for potential customers;  researched Augusoft’s customer base through SalesForce.com

General Revenue Corporation, Cincinnati, OH  (A Sallie Mae company)

July 2007 – August  2008

Access Developer/Data Analyst (Contract position in Department of Finance/Financial Planning)

·         Worked with Vice President/Operational Analytics and other staff members in Financial Planning and Analysis to develop and maintain database applications that are used to monitor the company’s performance and budgets and generate performance reports for over a dozen lines of business

·         Automated applications using Visual Basic for Applications and SQL

·         Integrated data into the database from PeopleSoft, Excel, and Hyperion

·         Developed new reports and Excel pivot tables as needed

Great American Insurance Company, Cincinnati, OH

April 2007-May 2007 (Contract Assignment)

Excel Developer – developed end-user interfaces for complex Excel spreadsheets

Great Oaks Institute of Technology and Career Development, Cincinnati, Ohio, Adult Workforce Division

1987-2007

Training & Business Consultant/Program Coordinator

Worked with corporate training mangers and HR managers to identify training needs and employee performance goals. Defined job task analyses.  Recommended means to improve employee performance as well as training needs.

·         Performed gap analysis of employees’ skills and job requirements before training and worked with client businesses after completion of training to evaluate and measure learning outcomes

·         Developed and delivered customized training programs for businesses. Provided instructor-led training for IT certification programs, proprietary applications, numerous desktop software applications and soft skills, including customer service.

·         Instructional design and development of new programs. Developed blended-learning programs that led to improved pass-rates on industry certification exams (Oracle DBA certification, Microsoft Office User Specialist).

·         Developed customized training materials and training guides

·         Assessed program offerings for advancement, enhancement and expansion

·         Responsibility for program budget; sales/ marketing of program and services; recruiting students for IT certification programs

·         Responsibility for hiring recommendation, evaluating, and coaching trainers.  Conducted Train-the-Trainer events. 

·         Database administration and server maintenance for two classrooms used for computer training (Oracle and SQL servers)

·         Instructed classes in Oracle (Data Modeling, Oracle SQL, and Database Fundamentals) and Java Programming through Oracle Workforce Development Program.  Program was an Oracle Education Partner in conjunction with Oracle University (Oracle’s commercial training operation).

Project Manager (2004-2007) – Led the implementation and development of the web=based LMS system for online student registration and data management used by the Adult Workforce Division.

·         Worked with all staff to gather requirements

·         Provided training to users

·         Developed accounting processes to reconcile daily transactions, track  financial aid awards, and integrate financial data to district financial/accounting system

·         Analyzed system data to improve sales/ marketing efforts, student retention, program effectiveness and measure student performance

·         Through the implementation of this system, new business processes were put in place that increased staff efficiency and enabled customers to complete their own course registrations in a 24/7 timeframe

·         Delivered new system functionality on established go-live date

Oracle Corporation  (2000 – 2003)

·         Worked as an Adjunct staff member with Oracle Internet Academy staff members

·         Mapped Internet Academy curriculum to state and national standards

·         Mentored and assisted teachers in the UK and Florida with delivery of Oracle Academy curriculum and Java programming

Project Management

·         Provided consultative project management services to implement new system for a retail establishment

o   Managed the implementation of Point of Sale system

o   Designed and implemented  enterprise database for inventory control, pricing, CRM, and sales

o   Set up company network using touch-screen technology for the point-of-sale system for daily transactions

o   Integrated Point of Sale system with accounting system for Accounts Receivable, Accounts Payable, and Payroll

·         Provided consultative project management services for a company that provides management consulting services to medical practices

o   Managed the implementation  of new systems and business processes for the document management department

o   Recommended hardware and software purchases

o   Customized software applications utilizing programming code

o   Provided training for end users

Management

·         Project Manager for development of proprietary in-house computer system that integrated with the systems of four other business units within the organization

·         Systems analysis and design of enhancements and upgrades to system required for compliance with federal regulations

·         Daily supervision of computer operations and system users

·         Hiring, training, and evaluation of IT staff members

Contract Instructor, Max Technical Training, Mason, OH –

Microsoft Office, Microsoft Project, SQL

Adjunct Instructor, Raymond Walters College, Univ of Cincinnati and Sinclair Community College, Mason, OH  

Utilized Blackboard and Angel learning management systems

EDUCATION

University of Cincinnati, Cincinnati, Ohio

MS, Counseling (focus on Change Management, Organizational Development, and Career Counseling)

BS, Business Education (included additional coursework in Information Systems and Finance)

Cohesion Corporation Agile Boot Camp – Nov, 2014

PROFESSIONAL AFFILIATIONS

IIBA Cincinnati

·         Preparing for CBAP exam in 2018

Agile Cincinnati

Presented at two national education conferences -- Designing Blended Learning Curriculum to Enhance Skill Development