Benjamin Smith
Las Vegas,Nevada
Summary
Proactive business Analyst with 5+ years of Dynamics 365 management experience in small to medium business environments. An effective driver of process development lifecycle from concept to delivery. Communicative and collaborative with proven history of improving business operations to support corporate growth and revenue. Effective at leading transition projects as well as refactoring projects
Overview
15
15
years of professional experience
Work History
IT Business Analyst-Project Lead
PFM, LLC
Remote, NV
02.2021 - Current
- Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
- Managed team meetings and discussed project's goals and objectives.
- Collaborated with team members to develop, identify and accomplish assigned goals and objectives.
- Conduct weekly Meetings with Management to provide Project updates and potential obstacles
- Set up and managed team meetings.
- Produced reports and updated customers and senior leaders on progress and roadblocks.
- Elicit Requirements and provide possible solutions using Power Platform or third-party integrations
Business Analyst
Freedom Mortgage Corporation
Jacksonville, FL
03.2021 - 10.2021
- Evaluated business requirements, leveraging information to forecast costs relating to hardware, and software consulting.
- Assigned tasks to associates, and staffed projects updated all involved parties to enhance optimal business flow.
- Met with stakeholders to establish favorable business relationships and support mutually beneficial interests.
- Identified process inefficiencies through gap analysis and outlined sensible solutions.
- Operated under Agile and Scrum frameworks to complete releases every 3 weeks and well-organized sprints.
- Gathered data on integration issues and vulnerabilities and reported all findings, including improvement recommendations.
- Conducted interviews with key business users to collect information on business processes and user requirements.
- Created Sharepoint Ticketing System List to track issues in call center
- Running Queries in MS Access and Microsoft SQL Server for Covid-19 Forbearance Project
Product Service Consultant
Ss&c Technologies Holdings Inc.
Jacksonville, FL
12.2019 - 03.2021
- Customer facing meetings to discuss options and determined appropriate plans.
- Responded to customer requests for products, services and company information.
- Investigated and resolved customer inquiries Regarding D365 and Power Platform Capabilities.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
- Maintained up-to-date knowledge of product and service changes.
- Analyzed data quality to determine and drive desired outcomes.
- Developed and deepened customer relationships to drive satisfaction and sales.
- Handled and Managed customer issues with using Happy Fox ticketing system
- Gathered Requirements to create process automation using Power Platform
- Managed pervious system Power Automate Workflows and made quarterly updates where needed.
Implementation Analyst
Talent Burst
Jacksonville, FL
12.2018 - 03.2019
- Assisted various business groups with document organization
- Respond to moderately complex service Inquires
- Gathering project artifacts and leading weekly meeting
- Managed testing cycles, including test plan creation, development of scripts and co-ordination of user acceptance testing for software and applications within financial software industry for roughly 6 projects each week
- Reviewed files, records and other documents to obtain business information and key data in order to respond to development requests
- Maintained quality-focused performance benchmarks and schedules when directing project teams
Regulatory Analyst
DEUTSCHE BANK
Jacksonville, FL
10.2014 - 04.2018
- Respond to 900 to 1100 regulatory requests for securities transaction activity per month. New account documentation, customer confirms and statements
- Analyzing trade data to employ root cause analysis ultimate client trading in Hong Kong
- Researching and responding to FINRA, SEC, and NYSE requests in reference to foreign trading activity and TRACE Reporting.
- Customizing Microsoft Dynamics 365 configuration to fit needs of end users after implementation projects
- Integrating Share Point, Outlook, and Microsoft Dynamics 365 to drive higher level of efficiency
- Collaborated and trained senior leaders and partners on newly implemented processes and applications
- Managed Internal Service Request through Sharepoint Ticketing List.
Compliance/Vendor Account Analyst
CIT FINANCE
Jacksonville, FL
02.2013 - 03.2014
- Quality audited documentation to ensure that all policies have been met, coordination with sales support and vendor on closing any deficiencies
- Advised on all non-standard escalated queries timely manner, ensuring queries are managed within agreed time frames
- Approved and released purchase order to vendor
- Contacted potential customers to perform verbal audit prior to lease commencement
- Performed regulatory audits and identified any red flags on over 150 files per month.
Operations Consultant
BANK OF AMERICA
Jacksonville, FL
02.2012 - 12.2012
- Executed monthly vendor monitoring/testing plans designed to ensure compliance for roughly 90 files per month
- Monitored vendor systems, and transactions, and reported on these transactions
- Responsible for day-to-day resolution of complex problems and execution of complex transactions for single site/business unit or smaller business unit(s), including research
- Monitored corporate policies and procedures, ensuring that complied with federal regulations
- Implemented processes and procedures to improve overall efficiency in operations
- Collaborated with clients to target issues and uncover methods that would increase operational efficiency
- Maintained project quality with hands-on management style
- Maintained knowledge of regulatory requirements, to include accrediting bodies, federal, state and local requirements, as well as Bank Of America policies
Customer Assistance Specialist
JP MORGAN CHASE
Jacksonville, FL
07.2008 - 02.2012
- Elicit borrowers current situation to guide borrowers through loan workout options.
- Ran age inventory reports along to maximize production
- Managed 45 file Loan Modification files per month.
- Lead training workshops of 10-25 agents in regards to proper documentation and loan resolution strategies.
- Analyzed 60 customer accounts credit reports, tax returns and transactions to ensure compliance and due diligence with Regulatory requirements and/or policies
- Facilitate monthly team meetings discussing, best practices, changes in compliance and regulations.
- Checked property valuations to assess foreclosure feasibility
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Administered, supported and monitored databases by proactively resolving database issues and maintaining servers.
- Communicated with approximately 45-75 clients daily to understand needs and explain programs to assistance homeowners in Loss Mitigation
Education
Vocational Certificate - Computer And Information Systems Security
US Navy A School
Pensacola, FL10.2002
Certificate of Completion - Career Essentials in Business Analysis By Microsof
LinkedIn Learning
Online2023
Skills
- Business process mapping
- Microsoft Office Suite
- Data Mapping
- Project Management
- Organization and Time Management
- Training and Development
- Data analysis
- Operations analysis
- Test case scenarios
- Needs assessments
Skills
- Business process mapping
- Microsoft Office Suite
- Data Mapping
- Project Management
- Organization and Time Management
- Training and Development
- Data analysis
- Operations analysis
- Test case scenarios
- Needs assessments
Timeline
Business Analyst
Freedom Mortgage Corporation
03.2021 - 10.2021
IT Business Analyst-Project Lead
PFM, LLC
02.2021 - Current
Product Service Consultant
Ss&c Technologies Holdings Inc.
12.2019 - 03.2021
Implementation Analyst
Talent Burst
12.2018 - 03.2019
Regulatory Analyst
DEUTSCHE BANK
10.2014 - 04.2018
Compliance/Vendor Account Analyst
CIT FINANCE
02.2013 - 03.2014
Operations Consultant
BANK OF AMERICA
02.2012 - 12.2012
Customer Assistance Specialist
JP MORGAN CHASE
07.2008 - 02.2012
Vocational Certificate - Computer And Information Systems Security
US Navy A School
Certificate of Completion - Career Essentials in Business Analysis By Microsof
LinkedIn Learning
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