MARGARET STEWART
New Albany
Summary
Accomplished, energetic Business Analyst and Project Manager with over 20 years in IT. A solid history of achievement being able to understand and evaluate requirements and successfully able to translate requirements to technology. A motivated leader with strong organizational and prioritization abilities. A Project Manager with the unique ability to diffuse negative situations, manage stakeholders, and bring disparate team together. I am a Business Analyst with strong abilities in developing business requirements, evaluating and proposing solutions, and developing and implementing testing methodologies.
Overview
31
31
years of professional experience
Work History
Senior Project Manager, AVP – Finance Process Owner
Huntington Bank
06.2021 - Current
- Responsible for performing data analysis and defining solutions for MRA items
- Worked in direct partnership with the Finance business teams to understand impact from other work initiatives externally to finance which may impact our data quality and processes
- Responsible for developing a tracking tool to report on the completion of the 24 source systems and the impacted data elements for the 2025A financial report
- Worked in direct partnership with EY and technology to facilitate the review, accuracy, and completion of the mapping documents
- Proactively identifies issues and enhancements to improve accuracy and completeness of data
Finance Data Analyst Sr. - Finance Data Resource Group
Huntington Bank
08.2020 - 06.2021
- Responsible for supporting the Financial Data Management function, implementing a robust data quality environment on the centralized Finance data mart
- Proactively identify issues and enhancements to improve accuracy and completeness of data
- Profile, map data fields and implement changes to existing process, coordinating with IT as required
- Worked in direct partnership with Finance and key stakeholders across the enterprise to ensure accuracy and timely completion of all deliverables, including on-going activities and special projects/analysis
- Responsible for coordinating the Daily Stand-Up meeting for Team 1 and facilitating the administrative function of the Service Now Boards used for tracking tasks for the Financial Data Transformation Project
- Responsible for creating, capturing, and distributing the weekly burn down reporting
Consultant – Finance Data Transformation at Huntington
Heitmeyer Consulting
04.2020 - 08.2020
- Responsible for performing data analysis and profiling for the Financial Data Transformation Project
Business Analyst Lead/Project Manager VP - Client List Screening
JP Morgan Chase
12.2017 - 02.2020
- Defined, managed, and implemented the reimagined File Onboarding Process - rebuilt the existing process to improve efficiency and throughput – Increased completed requests by 100% over prior year with less people and less errors - the 2019 error rate was .3%
- Defines, coordinated, and implemented an improved process for on-demand list screening. Improved delivery, reliability and reduced the error rate to .1%
- Defines, managed, and implemented the reimagined List (custom watchlist) Onboarding Process – Reduced time to implement, built better testing methodologies, provided coaching and training on requirement building.
- Experience with this team included testing support and analysis, volume analysis, built a better data mining model to improve data quality and accuracy, managed AI and BI projects, and performed research to resolve production support issues
Consultant, Data Solution Mgr. - Manage File Transfer Migration at PNC
ComResource
07.2016 - 11.2017
- Responsible for defining the software solution to manage the migration of a legacy middleware application to the new end state platform
- Responsible for building and implementing the data analysis typologies and defining the modeling requirements to improve quality and usability of the data
- Implementing a release process including the creation of the job aids and release notes
- Responsible for managing three staff members
Business Analyst/Project Manager VP, Compliance
JP Morgan Chase
10.2015 - 07.2016
- Develop business requirements for multiple initiatives associated with Know Your Customers (KYC) Risk Scoring Utility (RSU)
- Responsible for compliance testing including the creation of test approach, strategy, and testing standards
- Project Management
Global Cross Functional Test Manager VP, Compliance
Global Cross Functional Test Manager VP, Compliance
09.2012 - 10.2015
- Developed the User Acceptance Testing (UAT) methodology for implementation of the new Anti-Money Laundering (AML) application for a global user base
- Executed and managed all functions of testing, including building of the test strategy and approach, develop and training of testing standards, define and implementing of a defect triage strategy, and define and implement of a risk acceptance model for critical defects
- Defined and implemented a daily and weekly reporting model for UAT project status reports. Model including the collecting, analyzing, summarizing information and trends
- Created job aids and a testing training program
- Establish and execute a project communication plan
- Perform risk assessments to develop response strategies
- Developed business requirements and provided leadership for multiple initiatives that spanned the AML platforms
- Responsible for managing two staff members
- Prepared the test environments for Phase 1 and 2 deployments for the target AML systems to pass their audit
Lead Compliance Business Analyst VP, Strategic Know Your Customer
Lead Compliance Business Analyst VP, Strategic Know Your Customer
08.2011 - 09.2012
- Evaluated current business intelligence of trend data to support recommendations for action with the Strategic Know Your Customer (SKYC) application
- Generate standard or custom reports summarizing impact of application defects, source system mapping and overall efficiency of the release process data for review by executives, managers, and other stakeholders
- Responsible for managing testing for two releases
- Developed business requirements, test scripts and system documentation
Technical Business Analyst Lead VP, AML Monitoring and Reporting
Technical Business Analyst Lead VP, AML Monitoring and Reporting
09.2007 - 08.2011
- Subject Matter Expert (SME) for the Sonar AML application
- Expanded existing system to serve new purposes for improving workflow
- Develop, document and revise system design procedures, test procedures, and quality standards
- Analyze information processing or computation needs and plan and design improved application functionality, using techniques such as structured analysis, data modeling and information engineering
- Received a Star Award for the Sonar Refresh project
Technical Business/System Analyst, Central Transaction Operations
Technical Business/System Analyst, Central Transaction Operations
02.2005 - 09.2007
- Developed the prototype and initial data model for the Multiple Post Protection system (MPP)
- Developed train trainer and the User Manual for MPP
- Define the goals and devised flow charts and diagrams describing logical operational steps
- Developed the installation guide for the ATM Deposit Automation project
- Created requirements and design documents for multiple projects including the testing methodology
Sr. Programmer/Analyst, Enterprise Data Warehouse
Sr. Programmer/Analyst, Enterprise Data Warehouse
02.2004 - 01.2005
- Documented the Retail Credit Origination (RCO) application
Lead Programmer/Analyst, Retail Credit Origination
Lead Programmer/Analyst, Retail Credit Origination
09.1998 - 02.2004
- Reviewed all business requirements, evaluated for completeness, and developed the technical design documents
- Developed reporting standards and improved the quality and effectiveness of reporting
- Developed, implemented and execution of the disaster recovery plan
- Responsible for evaluating application security, liaison for security, and audit remediation
- Business analysis and project lead for technical software development initiatives
- Project lead for production support and backup Database administrator
- Developed and implemented a testing methodology
- Received multiple awards for excellence
Consultant, Programmer/Analyst
Origin Technology in Business Inc.
10.1996 - 08.1998
- Software system testing and validation procedures, programming, and documentation
- Analyze user needs and software requirements to determine feasibility of design within time and cost constraints
- Design, develop and modify software systems, using scientific analysis and mathematical models to predict and measure outcome and consequences of design
- Consult with customers about software system design and maintenance
- Coordinate software system installation and monitor equipment functioning to ensure specifications are met
Software Engineer
Symix Computer Systems Inc.
09.1994 - 09.1996
- Communicate with staff or clients to understand specific system requirements
- Document design specifications, installation instructions, and other system-related information
- Collaborate with engineers or software developers to select appropriate design solutions or ensure the compatibility of system components
- Define and analyze objectives, scope, issues, or organizational impact of information systems
Education
Bachelor of Science - Accounting
Franklin University
Columbus, OH12.1999
Analysis Certificate Program - Business Analysis
University of Colorado
Denver, CO10.2005
Skills
- Business Analysis
- Project Management
- Database Modeling and Mining
- Reporting
- SQL Developer
- Testing Standards/Methodologies
- Systems Analysis
- Negotiation
- Complex Problem Solving
- Jira and ADO
- Modified Waterfall and Agile Models
- MS Office Products
- Project planning
- Scope management
- Client relationship management
- Project scheduling
- Project plan development
- Cross-functional communication
- Training and mentoring
- Meeting facilitation
- Agile methodology
- Requirements gathering
- Client liaison
- Cross-functional coordination
- Multi-project management
- Project goals and milestones
- Project management
- Critical thinking
- Problem-solving
- Teamwork and collaboration
- Work Planning and Prioritization
- Detail-oriented
- Technical presentations
- Organizational skills
- Analytical thinking
- Self motivation
- Interpersonal skills
- Technical understanding
Timeline
Senior Project Manager, AVP – Finance Process Owner
Huntington Bank
06.2021 - Current
Finance Data Analyst Sr. - Finance Data Resource Group
Huntington Bank
08.2020 - 06.2021
Consultant – Finance Data Transformation at Huntington
Heitmeyer Consulting
04.2020 - 08.2020
Business Analyst Lead/Project Manager VP - Client List Screening
JP Morgan Chase
12.2017 - 02.2020
Consultant, Data Solution Mgr. - Manage File Transfer Migration at PNC
ComResource
07.2016 - 11.2017
Business Analyst/Project Manager VP, Compliance
JP Morgan Chase
10.2015 - 07.2016
Global Cross Functional Test Manager VP, Compliance
Global Cross Functional Test Manager VP, Compliance
09.2012 - 10.2015
Lead Compliance Business Analyst VP, Strategic Know Your Customer
Lead Compliance Business Analyst VP, Strategic Know Your Customer
08.2011 - 09.2012
Technical Business Analyst Lead VP, AML Monitoring and Reporting
Technical Business Analyst Lead VP, AML Monitoring and Reporting
09.2007 - 08.2011
Technical Business/System Analyst, Central Transaction Operations
Technical Business/System Analyst, Central Transaction Operations
02.2005 - 09.2007
Sr. Programmer/Analyst, Enterprise Data Warehouse
Sr. Programmer/Analyst, Enterprise Data Warehouse
02.2004 - 01.2005
Lead Programmer/Analyst, Retail Credit Origination
Lead Programmer/Analyst, Retail Credit Origination
09.1998 - 02.2004
Consultant, Programmer/Analyst
Origin Technology in Business Inc.
10.1996 - 08.1998
Software Engineer
Symix Computer Systems Inc.
09.1994 - 09.1996
Analysis Certificate Program - Business Analysis
University of Colorado
Bachelor of Science - Accounting
Franklin University