Project Services Contractor
2015 - 2018Charles Schwab- Supported the company's transition to Agile processes, including participation in formal Agile training and leadership decisions for JIRA adoption.
- Managed projects for the Online Transfer of Assets program.
- Provided business analysis for Personal Trust Services, a new product launch.
- Provided business analysis and scope validation for federal and state regulatory projects.
- Supported the Trading Infrastructure program, including migration of trading systems from a mainframe to a distributed environment and the development of an automated credit and risk service at order entry.
- Drafted procedures for the development and implementation of security risk indicators across ten different cybersecurity process areas.
Technologies: Cybersecurity, Investing, Infrastructure, TradingLead Business Analyst, Finance Modules, Microsoft Dynamics AX
2016 - 2017Graebel Companies, Inc.- Led business analysis and managed projects during implementation of Microsoft Dynamics AX.
- Mapped and redesigned current business processes to align with Dynamics AX functionality.
- Developed and prioritized the backlog of functional and technical requirements into release plans and schedule.
- Developed interface maps and helped define data extracts from existing operational systems.
- Worked with consulting and internal technology teams to turn over control of development and production environments.
Technologies: Microsoft Dynamics AXBusiness Analyst (Contract)
2015 - 2015Great West Financial- Supported the development of complex systems/applications for the financial services division.
- Led analysis for the development of new IT builds supporting onboarding of a major state client with 700,000 current and former employees and $3.4 billion in annual benefit payments.
- Created a chart of accounts for client cash activity, daily activity, and member activity files in order to define and reconcile cash flows and transactions across group and member accounts.
Technologies: Asset Liability Management (ALM)Business Analyst (Contract)
2014 - 2015Xerox State Healthcare- Developed IT systems supporting automated Medicaid eligibility, enrollment, and provider payment programs.
- Worked directly on the XEROX mainframe in to extract, transport, and load data, using SQL to generate system reports, perform quality assurance, and write/execute file inputs to the database.
- Developed an automated process for mass-adjusting over 80,000 capitated provider payments totaling approximately $40 million while minimizing AR and AP balances and maintaining regulatory compliance.
Technologies: COBOL, SQL, IBM Db2Business Analyst (Contract)
2014 - 2014Kynect – Kentucky Health Benefit Exchange- Provided business analysis and UAT management for the state-based ACA healthcare exchange marketplace serving 1.1 million Medicaid and 80,000 private insurance enrollees.
- Defined requirements, use cases, and testing scenarios supporting new business and customer service models while acting as a liaison between Deloitte and state policy makers.
- Led UAT testing: Managed test cases, maintained requirements traceability, and created data sets for complex test scenarios.
Technologies: TFS