Sara Pio
Fort Wayne,IN
Summary
Logical Business Analyst with 15+ years of experience delivering customized IT solutions to boost business operations. Expert at translating plans for business growth and specific needs into improved system designs. Employed knowledge of new technologies to suggest improvements to existing systems and new hardware.
Overview
17
17
years of professional experience
Work History
Treasury Systems Analyst
Celerity now Randstad Digital
McLean, VA
05.2023 - Current
- Identified and analyzed user requirements, procedures and processes to develop optimization strategies.
- Reviewed system design specifications for completeness, accuracy, consistency, traceability and usability.
- Created or reviewed technical design documentation to drive accuracy of reporting solutions.
- Redesigned processes to maximize benefits and quantifiable improvement in business metrics and illustrate roadmaps to future projects.
- Analyzed existing systems and processes, identified gaps and recommended improvements.
- Surfaced insights and findings to support business and technical decisions.
- Designed use case scenarios to demonstrate how users interact with the system or application.
- Worked closely with clients to ensure their satisfaction with the delivered product or service.
- Created data flows to illustrate the flow of information between various stakeholders.
- Identified opportunities for automation of manual processes through technology solutions.
- Analyzed operational data, surfacing insights and findings to support business and technical decisions.
Senior Business Analyst - Product Manager
Aureon Consulting
03.2022 - 04.2023
- Support implementation of a companywide automated annuity submission platform
- Identified and analyzed user requirements, procedures and processes to develop optimization strategies.
- Reviewed system design specifications for completeness, accuracy, consistency, traceability and usability.
- Redesigned processes to maximize benefits and quantifiable improvement in business metrics and illustrate roadmaps to future projects.
- Surfaced insights and findings to support business and technical decisions.
- Designed use case scenarios to demonstrate how users interact with the system or application.
- Developed new analytical systems to improve essential business metrics visibility.
- Recommended improvements to existing or proposed systems to enhance solution functionality.
- Created data flows to illustrate the flow of information between various stakeholders.
Director Accounting and Back Office, Product Manager/Business Analyst, Product Specialist II
EPL, INC
03.2019 - 03.2022
- Subject Matter Expert (SME) for General Ledger Accounting and Back Office
- Recruited, trained, supervised, evaluated and mentored staff members.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Served as a public spokesperson at industry events or conferences.
- Facilitated collaboration between teams by encouraging open communication channels.
- Analyzed customer feedback data to identify trends in product performance or customer service issues.
- Cultivated and maintained relationships to promote positive work culture.
- Developed policies and procedures to ensure compliance with corporate standards.
- Implemented successful business strategies to increase revenue and target new markets.
Sr. Business Analyst, Online Account Origination
BBVA Compass Bank (Tek Systems)
10.2018 - 03.2019
- Subject Matter Expert (SME) for OAO Deposits and Loans
- Documented test cases for validating system functionality against user requirements.
- Identified opportunities for automation of manual processes through technology solutions.
- Collaborated with stakeholders to define features, integrations and partnerships.
- Analyzed existing systems and processes, identified gaps and recommended improvements.
- Prioritized day-to-day delivery functions to promote sustained growth within digital and mobile technology division.
- Identified and analyzed user requirements, procedures and processes to develop optimization strategies.
- Collaborated with IT teams on the development of applications based on business requirements.
Analyst, Financial Systems and Consulting
Lincoln Financial Group
Fort Wayne, IN
08.2016 - 10.2018
- Financial Systems Subject Matter Expert (SME) and resource, liaison between business and IT
- Monitored operations and reviewed records and metrics to understand company performance.
- Evaluated needs of departments and delegated tasks to optimize overall production.
- Identified needs of customers promptly and efficiently.
- Gathered requirements from stakeholders to inform system design decisions.
Manager, Treasury Systems Administration
Lincoln Financial Group
11.2013 - 08.2016
- Manage a team of 5 business system analysts
- Implemented New Treasury Management System (Quantum)
- Managed and implemented New Bank Recon System
- Established and automated processes to ensure efficient workflow throughout the organization.
- Collaborated with other departments to ensure timely completion of migrating to a new Accounting System
- Exercised good judgment and decision-making in escalating concerns and resolving issues.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
- Coached, mentored and trained team members in order to improve their job performance.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Scheduled interviews for potential candidates and conducted reference checks prior to hire.
- Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
- Assigned tasks to associates to fit skill levels and maximize team performance.
- Delegated work to staff, setting priorities and goals.
- Proposed or approved modifications to project plans.
- Implemented new technologies to streamline operations, reduce costs, and improve customer service.
System Analyst, Treasury System Administration
Lincoln Financial Group
11.2012 - 11.2013
- Partnered with Business and IT to resolve processing and system issues
- Maintained up-to-date knowledge about technology developments related to the organization's business processes.
- Created data verification methods to comply with standard system procedures.
- Designed and implemented security measures to protect data.
- Provided technical support for users, troubleshooting any issues that arose in their use of software applications.
- Prepared charts, diagrams and tables to depict present and proposed systems.
- Collaborated with developers, designers, business analysts, project managers, IT staff members to ensure successful implementation of projects.
- Troubleshot program and system malfunctions to restore normal functioning.
- Identified opportunities for process improvement by analyzing existing systems, processes, and customer feedback.
- Researched and evaluated technology solutions and presented recommendations for improved system operations.
- Created and implemented test plans, scripts, and procedures for new system installations and upgrades.
- Expanded or modified system to serve new purposes or improve workflow.
- Developed and managed project plans while providing status updates to management.
- Developed system requirements documents and analyzed user needs to ensure the delivery of quality software solutions.
- Tested newly installed programs and applications to validate operability.
- Defined system goals and devised flow charts and diagrams describing logical operational steps.
- Developed, documented and revised system design procedures and quality standards.
Team Lead, Treasury Cash Receipts
Lincoln Financial Group
04.2010 - 11.2012
- Processed Miscellaneous checks
- Identified opportunities for process improvements, implementing changes when required.
- Resolved escalated customer complaints or queries promptly and efficiently.
- Delegated tasks appropriately according to individual skill sets.
- Conducted performance appraisals for team members, providing feedback and identifying areas of improvement.
- Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
- Delegated daily tasks to team members to optimize group productivity.
- Interviewed and selected potential new team members from list of candidates recommended by recruitment team.
- Evaluated needs of departments and delegated tasks to optimize overall production.
- Monitored team performance against targets, taking corrective action where necessary.
- Supported the manager in developing plans for future projects, initiatives and objectives.
- Collaborated with management team to implement new work procedures or policies.
Sr. Specialist, Treasury Cash Receipts
Lincoln Financial Group
10.2009 - 04.2010
- Processes money in for 15 different lines of business
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Provided technical support and guidance to junior specialists.
- Reviewed processes and procedures to identify areas of improvement.
- Maintained documentation related to projects such as change requests or bug fixes.
- Exercised versatility in fast-paced, agile work environments.
- Coordinated with internal teams to complete daily assignments and meet deadlines.
Business Analyst, Annuity New Business
Lincoln Financial Group
03.2007 - 10.2009
- Managed the NBPA email box, and customer service hotline
- Recommended improvements to existing or proposed systems to enhance solution functionality.
- Performed statistical data analysis to inform customer groups.
- Redesigned processes to maximize benefits and quantifiable improvement in business metrics and illustrate roadmaps to future projects.
- Maintained library of model documents, templates or other reusable knowledge assets.
Sr. New Business Production Specialist, Annuity New Business
Lincoln Financial Group
12.2006 - 02.2007
- Created and processed PIF items for contracts with returning funds
- Helped achieve team goals by rotating production lines and daily duties to meet demand.
- Troubleshooted problems that arose during production runs and implemented solutions as necessary.
- Classified defects from finished orders for record tracking and statistics.
Skills
- Technical Documentation
- Requirements Gathering
- System Upgrades
- Application Support
- Troubleshooting and Diagnostics
- Product Development
- Project Documentation
- Systems Analysis
- System Maintenance
- Workflow Improvement
Education Certificates
Indiana Wesleyan University, Marion, Indiana, Bachelors Business Administration, 2019
Technical Summary
- Accounting and Treasury Systems
- Jira
- MS Office Suite (Highly Proficient)
- HP Quality Center
- Outlook
- Mainframe
- AWD
- Zoom
- SharePoint
- Hyperion
- NXG
- Service Now
- OPEX
- Sales Force
- Google+
- Azure DevOps
- Service Net
- Ledger Maintenance and Security Administration
- Experience with Agile/Waterfall methodologies
- SCRUM
- Quantum
- TSO
- Microsoft Project
- Office 365
- Business Objects
- (Oracle) PeopleSoft
- ARIBA
Timeline
Treasury Systems Analyst
Celerity now Randstad Digital
05.2023 - Current
Senior Business Analyst - Product Manager
Aureon Consulting
03.2022 - 04.2023
Director Accounting and Back Office, Product Manager/Business Analyst, Product Specialist II
EPL, INC
03.2019 - 03.2022
Sr. Business Analyst, Online Account Origination
BBVA Compass Bank (Tek Systems)
10.2018 - 03.2019
Analyst, Financial Systems and Consulting
Lincoln Financial Group
08.2016 - 10.2018
Manager, Treasury Systems Administration
Lincoln Financial Group
11.2013 - 08.2016
System Analyst, Treasury System Administration
Lincoln Financial Group
11.2012 - 11.2013
Team Lead, Treasury Cash Receipts
Lincoln Financial Group
04.2010 - 11.2012
Sr. Specialist, Treasury Cash Receipts
Lincoln Financial Group
10.2009 - 04.2010
Business Analyst, Annuity New Business
Lincoln Financial Group
03.2007 - 10.2009
Sr. New Business Production Specialist, Annuity New Business
Lincoln Financial Group
12.2006 - 02.2007
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