Business Analyst Associate Director, 03/2015 to Current UBS Wealth Management – Nashville, TN
Develop client deliverables in accordance with project requirements and company documentation standards.
Coach, mentor, motivate, interviews and supervise new project managers, team members and contractors and influenced them to take positive action and accountability for the assigned work using Agile/Scrum.
Ability to use analytical methods in risk management processes to find increased efficiencies in workflow actions and attend project and status meetings.
Process & Workflow Excellence (Optimization) - Work with developers, engineers on the Design, plan & develop improved automated processes for transparency & data analysis in Remediation workshops.
Partner closely with other groups within the CT COO in collaborative fashion to gather requirements in the development of new tools, guidelines and practices on budgets that were approximately 1 billion annually.
Strong documentation and organizational skills - ability to document requirements in a clear and proficient manner.
Capable of multitasking on numerous projects, while maintaining performance.
Business Analyst, 07/2013 to 03/2015 Aspect Software – Brentwood, TN
Oversaw financial and business operations for the Managed Services Program, including facilitating client relationships to streamline processes and workflows.
Experience with Salesforce Testing and faces of the application package.
Generated, reviewed, and verified key reports, ensuring compliance with client expectations and contractual terms.
Maintained databases of accounting in Oracle finance application, customer information and incident records in Salesforce.
Interfaced with developers and software engineers in developing a strategy for new functions from Salesforce.com.
Waterfall & Agile).
Conducts customized reporting, document client business requirements, user stories and support services, drastically improving the ability of account executives to build capacity for improving the client experience.
Worked with the end users, and internal cross functional teams to prioritize and scope scheduled deployments with completion dates for each phase of the SDLC process.
Monitor progress of phases and tasks by employing appropriate metrics and management reporting.
Managed resources utilizing both Waterfall and Agile.
Liaised with project team members, management, and the client to provide a requirements gap analysis that would support Software Quality Assurance and User Acceptance Testing teams in the development of test and use cases and user acceptance criteria.
Responsible to facilities to work with users during testing events gathering and documenting user requirements and data for the improvement of possible application and business process impediment(s).
Effectively facilitated communications between Aspect Finance and Managed Services customers by implementing a system of detailed recordkeeping and follow-ups.
Facilitated development and implementation of improvements to client's information technology systems.
Prepared documentation, present progress reports to clients and act as technical liaison to the client.
Ensure that project process and defined timelines for the integration of financial reporting data, maximizing the scope of work and meet the agreed standards set by project management teams.
Financial Analyst, Accounts Receivables, 06/2012 to 07/2013 Viacom MTV – Franklin, TN
Monitored financial documentation for accounts receivables in a business-to-business client base.
Verified and reconciled transactions, including reporting on and correcting any discrepancies.
Responsible for data process: including loading data in S-Link database and comparing it with historical data identify inconsistent data and calculating necessary data fields.
Built and maintained positive relationships with sales and finance team members, resulting in an increased ability to collaborate on resolving customer billing disputes.
Identify and report project issues and risks.
Accurately reconciled up to $77M per month in individual accounts and billing subscriber discrepancies.