Team-oriented information technology professional responsible for planning, analysis and implementation of
highly complex projects and processes across diverse service environments, delivering innovative solutions to
address business and technical problems, with broad ability to effectively collaborate, communicate and coach
at all levels and functions. · Strong aptitude to quickly acquire broad understanding and detailed knowledge
of products andservices, operations, regulatory and compliance standards across multiple disciplines ·
Proven internal and external consultative, oral and written communication and influential presentation skills;
collaborative team builder and negotiator. · Expert in operational data analytics, performance analysis, metrics
and measurement development, workflow re-engineering, process improvement and financial reporting in
support of new programs and strategic initiatives.
Senior Business ConsultantDec 2014 to May 2017 M-Files － Dalals, TX
Assisted in resolving complex compliance issue, positioning company to remain in a foreign market
Led project teams, internal and external, to achieve project defined milestones and deliverables
Conducted stakeholder Joint Application Design (JAD) interviews and facilitated meetings with project teams
Translated business user concepts and ideas into comprehensive business requirements and design documents
Interacted and supported all aspects of the external audit as well as mitigated findings in a timely manner
Worked closely with IT department and external consultants to develop and support financial reporting and analysis requirements
Works with stakeholders to create project scope specifications and detailed business requirements; ensures stakeholders are included in the development, review, and approval process
Assists stakeholders in the review of vendor proposals, contracts, statements of work, or other relevant documentation related to projects
Develops and maintains project and work plans based on business requirements, timelines, budgets, and required staffing resources; monitors the integration of business requirements throughout the project life cycle
Maintains effective and efficient communication with all stakeholders for developing and publishing periodic project planning documents and status reports to appropriate constituents, modifying schedules, or plans as needed
Works closely with applicable departments to ensure successful planning and execution of projects
Manages project issues and risks, and identifies swift resolution to avoid impeding project success
Facilitates post-mortem sessions for Applications implementation of projects to document and communicate lessons learned at the end of each project or implementation to ensure continuous process improvement
Performs alpha, QA and smoke testing on all applications to ensure they meet the requirements of the customer as well as the standards of the Firm
Support the Account Management and Sales teams in their support and sales efforts by participating in existing client and prospect visits, product demos and miscellaneous other client requests
Systems Analyst / Project Manager ConsultantJun 2013 to Nov 2014 Addison, TX
Created ACD (Accelerated Change Documents) and HLD (High Level Document) documents from BRDs
and delivered technical presentations to technical and non-technical audience at all organizational levels.
This included all SDLC Methodology including requirements gathering, analysis, design, creating functional
and technical specifications, construction, Unit & UAT testing and deployment
Requirements and create technical specifications for Developers
Write Functional Business Requirements
for Data Informatics Team
Confirm Test Requirements for Developers Use SQL Query Server to analyze
current reports and define gaps Data Mapping for SSRS report requests
Fostered Agile principles and
methods for requirement gathering.
Business Analyst IIJul 2011 to May 2013 JPM CHASE － Irving, TX
Created, designed and implemented process control for SCRA Project.
Work with production data to validate business requirements.
Recommend appropriate scope of requirements and priorities.
Created and automated daily reporting.
Automated DOJ metric reporting using VBA scripting.
Executed and managed timely accurate transactions.
Worked autonomously within a team of Data Analysts, to analyze, review, update, edit, clean, translate, and
ensure accuracy of customer data.
Reviewed and performed quality control audits monthly on the work of colleagues within our department.
Completed UAT test requirements inclusive of test plans, scripts and case for business, QA and release
Assisted in successful conversion of loan portfolio database from Metlife.
Created, tested and implemented tables, functions, procedures and custom PL/SQL packages.
Successfully migrated applications to the production environment while providing both technical and functional
support to internal customers.
Convert and modify existing matrix reports from Excel pivot tables to a more dynamic reporting tool utilizing
Access, Excel and VB programming.
Assist in training co-workers.
Established and defined reporting tools environment, including data mining, report identification, report
distribution, ad-hoc report procedures for client's operational staff and senior management.
Business/Information Analyst IIIJun 2008 to Jul 2011 Irving, TX
Performed administration, troubleshooting, and support of ERP systems.
Created, modified, updated, and managed databases.
Utilized SQL server to build and managed reports.
Created and managed .Net reports.
Maintained existence reports in Access database.
Database recovery and subsequent problem resolution.
Developed activity diagrams in requirements modeling, class and sequence diagrams in analysis and design
Data/Information AnalystMay 2007 to Jun 2008 JPM CHASE － Irving, TX
Created List, Sub and Cross-Tab reports using Impromptu and distributed Catalog to users for Ad-Hoc
reporting and analysis and also created standard filters, calculation prompts, and conditions.
Developed Cognos Query and PowerPlay packages for production and demonstrations.
Created reports using Cognos and automated scripts to validate the integrity of the data based on end user
Wrote pass-through SQL queries in MS Access and Oracle for data manipulations.
Monitored data quality, resolving problem data issues, and ensuring timely updates.
Utilized LaunchPad Application to automate task such as backups, downloads, upload streams, system
cleanup, retrieving and processing email, daily, weekly and monthly reports.
Developed multi-users visual basics application to support users in different states and produced real-time
Operations CoordinatorMay 2006 to May 2007 Citi Financial － Bedford, TX
Designed and implemented employee tracking system for Citi Financial Auto which utilizes MS access as front
end and backend.
Merge and compiled large volumes of data and initiated reporting functions from a variety of locations.
Updated and clean data both manually and through automated processes.
Utilized MS Excel Pivot table to present varies reports.
Wrote ad hoc queries in Ms Access and designed ad hoc reports in excel.
Trouble shoot SQL queries in access database on daily basis and supported all aspects of databases and
applications and all users.
Collection Strategy AnalystMar 2003 to May 2006 Citi Financial － Bedford, TX
Optimize dialer productivity while ensuring compliance and accurate execution of dialer plans/strategies.
Work with local management to develop accurate and productive dialer plans.
Provide timely and accurate reporting to all levels of local and Home Office management to support the
Analyze reports and communicate trends/findings to management staff.
Communicate links between MIS reporting and call model development opportunities.
Perform duties on national projects, includes developing consistent procedures and reporting with other units,
responding to data inquiries, and conducting analysis on key operational processes.
Account Resolution Specialist IIMay 1999 to Mar 2003 Citi Corp － Irving, TX
Over $1.2 million saved in adjusted balance annually.
Significantly improved productivity through outstanding team-building and leadership skills.
Update business listing databases using CICS Application; track and coordinate incoming calls; research
customer relation's issues; provide detailed customer information to representatives to assist with the renewal
process; contact customers by phone and mail to arrange payment schedules; perform skip tracing and analyze
customer's financial situations.
Education and Training
Bachelor of Science, Computer Information SystemsDEVRY UNIVERSITY － Irving, TXComputer Information Systems
.Net, ACD, Ad, Agile, automate, balance, Catalog, CICS, Cognos, conversion, client, data mining, databases, Database, edit, email, ERP, senior management, Financial, Functional, HP, Home Office, Impromptu, LAN, team-building, leadership skills, Access, Access database, Microsoft Access, MS Access, Microsoft Excel, MS Excel, Excel, mail, Microsoft PowerPoint, SharePoint, Windows 95, 98, Nt, Word, Microsoft Word, MIS, modeling, Network Support, Oracle, Oracle
PL/SQL, PL/SQL, organizational, pivot tables, Pivot table, PowerPlay, presentations, problem resolution, process control, processes, programming, Quality, QA, quality control, real-time, reporting, requirement, requirements gathering, research, SAS, SDLC, scripting, scripts, MS SQL Server, SQL, SQL Server 5.0, SQL server, tables, phone, TeraData, TOAD, troubleshooting, Vbscript, Visio, visual basics, VBA, VB, Visual Basic 6.0