
Experienced Senior Business Systems Analyst and Technical Consultant with over 15 years of success leading enterprise-level technology projects across healthcare, government, energy, finance, and insurance sectors. Expert in CRM and ERP implementations, business process re-engineering, and system integration using tools such as Microsoft Dynamics 365, Infor Lawson, Salesforce, and SQL.
Known for driving operational efficiency through process automation, being an expeditor, change management, and cross-functional collaboration. Proven ability to gather and translate complex requirements into actionable solutions using Agile and Waterfall methodologies. Adept at leading teams, managing stakeholder expectations, and delivering scalable systems that improve performance, enhance user experience, and align with strategic business goals.
Served as a Senior Business Systems Consultant within the Health & Welfare domain, supporting client-advised initiatives in an Agile environment. Partnered closely with cross-functional squads to implement and maintain system configurations aligned with documented business requirements. Supported new client implementations and fee-for-service enhancements, translating client needs into technical specifications that enabled scalable, enterprise solutions across multiple platforms.
Played a pivotal role in multiple new client implementations, ensuring accurate translation of business requirements into scalable configuration designs. Developed and documented Health & Welfare configuration strategies, improving operational efficiency and ensuring data integrity across platforms. Collaborated with cross-functional teams to optimize configuration workflows, achieving a 25% reduction in turnaround time for client updates. Contributed to the automation of repetitive configuration tasks, reducing manual effort and increasing accuracy across plan builds. Actively participated in squad-based Agile ceremonies (including sprint planning, retrospectives, and backlog grooming) to ensure timely delivery of configuration deliverables. Consistently modeled Fidelity leadership principles, fostering a collaborative, agile-focused team culture.
At Lab Partners, served as a lead consultant tailoring enterprise systems—including Dynamics 365 / Dynamics GP, Salesforce, and SecureLogix—to enable efficient, secure vendor billing and financial workflows driven through Salesforce. Provided ERP and CRM consulting services, specializing in Salesforce–Dynamics GP integration with SecureLogix to enhance business operations, data accuracy, and security posture.
Successfully implemented SecureLogix authentication protocols, strengthening API security across Salesforce and Dynamics GP integrations. Designed and enforced Multi-Factor Authentication (MFA) and role-based access control, reducing unauthorized access by 40%. Led deployment of encrypted API communications (TLS 1.2+), ensuring 100% compliance with security best practices for financial data transmission.
Designed and implemented a seamless Salesforce–Dynamics GP integration, improving data accuracy to 95% and reducing manual data entry by 30%. Optimized sales order processing workflows, cutting the order-to-invoice cycle time by 50% through automation. Developed real-time reporting dashboards, increasing financial and operational visibility for executive leadership.
Spearheaded process automation initiatives that saved an estimated 20+ hours per week in manual data reconciliation. Designed and implemented robust error-handling workflows, reducing API failures and integration downtime by 60%. Led a cross-functional team in developing a custom API solution that embedded SecureLogix security into the Salesforce–Dynamics GP ecosystem. Delivered end-user training and documentation, increasing adoption and reducing post-implementation support requests by 35%.
At TRC, played a key role in onboarding major energy providers onto customized Dynamics 365 solutions, ensuring each implementation precisely met client-specific operational and business needs. Led the development of clear, comprehensive test plans and test cases, enabling smooth system launches and shared understanding across technical and non-technical stakeholders.
Acted as a planner, problem-solver, and communication bridge, translating complex technical concepts into plain language to drive efficient system delivery, high client satisfaction, and strong team collaboration. Elicited, defined, and documented business analysis and configuration specifications, analyzing and synthesizing requirements to identify patterns, conceptualize end-to-end processes, and support scalable solutions.
Maintained current expertise in Information Systems, providing guidance to delivery teams to support accurate execution of development tasks. Assessed and documented business process and system gaps, helping shape solution design and improvement opportunities. Communicated confidently and effectively—both verbally and in writing—adapting communication style to diverse audiences, including clients, executives, and technical teams.
Translated business and system requirements into well-defined user stories with acceptance criteria, enabling clear validation of success. Supported the implementation of business analysis best practices, and collaborated closely with developers during configuration and build phases while providing guidance to QA teams throughout testing cycles.
At the State of New Hampshire, served as the Infor ERP Technical Analyst responsible for ensuring enterprise ERP system performance, stability, and continuous improvement. Led and advised on the functionality of an integrated ERP suite supporting Finance, Enterprise Asset Management, Human Resources, and Asset Management across multiple business partners. Collaborated closely with data architects to sunset legacy applications, manage system security, and oversee business intelligence capabilities.
Prioritized ERP-related initiatives and coordinated the evaluation, deployment, and implementation of both current and future ERP functionality. Leveraged stakeholder feedback to recommend system improvements and enhancements aligned with evolving business needs. Provided hands-on guidance throughout the design, build, test, and deployment phases, while monitoring application performance, service delivery metrics, and managing change control processes, including ticketing and incident resolution.
Designed and built automated business processes using the Infor Process Automation (IPA) framework, handling IPA administration, technical configuration, and ongoing management of Infor Lawson core modules and third-party integrations. Troubleshot complex Infor Lawson issues, working within established standards and ERP governance guidelines. Reviewed system configurations and design options, recommending system changes, enhancements, and maintenance requests, and coordinated testing efforts across multiple environments.
Managed and maintained security policies, standards, procedures, and methodologies, ensuring robust data integrity controls and delivering reliable, accurate, and accessible enterprise data. Provided strategic ERP support with a focus on financial systems and process automation, developing standard operating procedures (SOPs), delivering end-user training, and leading system upgrades that significantly improved operational workflows.
During my contract with Medicus Healthcare Solutions, delivered solutions that significantly transformed operational efficiency, system functionality, user experience, and business outcomes. Served as Lead Senior Business Systems Analyst, collaborating with cross-functional teams nationwide to design and implement a custom CRM and Applicant Tracking System (ATS) integrated via APIs with Salesforce, Microsoft Dynamics Great Plains, and Salesforce Pardot.
Successfully led the first fully successful CRM implementation at Medicus, following three prior failed attempts by other vendors. Designed engaging dashboards and reports that energized sales teams and drove a 20% increase in sales. Conducted microservices analysis to assess AWS cloud readiness, supporting future scalability and modernization initiatives.
Led Salesforce integrations and administration, including maintaining and configuring user roles, profiles, security settings, workflows, Process Builder/Flow, email templates, reports, and dashboards, while providing ongoing end-user support. Integrated Dynamics Great Plains with the new CRM by eliciting and documenting user requirements, developing detailed customization specifications, and producing technical API documentation governing data exchange between the CRM and GP.