Stacia Falls
Clearwater,FL
Summary
Proven talent for aligning business strategy and objectives with established business operations improvements and change management paradigms to achieve maximum results with minimum resource expenditures. Agility-focused thought leader with an established reputation for streamlining organizational change to achieve strategic business goals. Exceptionally dedicated professional with keen interpersonal, communication, and organizational skills, as well as stakeholder engagement, technology innovation, and offshore team collaboration expertise. Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior FINANCIAL Analyst
AR Franchises, Inc
06.2022 - 11.2023
- Created weekly and monthly dashboards for Senior Management of KPIs highlighting changes and opportunities over the previous week, month, and year
- Conducted market research using Zonda, Zillow, and PropertyRadar to find growth opportunities, competitors, and potential franchise partners
- Led project management efforts to move business and franchisees OpenAir from proprietary software, including documentation of processes, integrations with NetSuite, and defining user roles.
Senior Lead Business Analyst
Majesco
02.2022 - 04.2022
- End-to-end ownership of supportive relationship between Majesco and client in discussing current processes, outline future changes, and resolve outstanding issues
- Learned existing rules, content, and structure associated with system functionality in comparison with new rules
- Supported issue analysis/triaging and provided fixes during test phases, as well as production issue resolution to ensure key Product SLAs are met
- Documented client requirements and customizations while analyzing development roadmap to suggest upcoming feature improvements for client.
ANALYST, IT PROJECT MANAGEMENT
Raymond James Financial
06.2021 - 02.2022
- Coordinated fax to fax2mail conversion, which saved the company over $5000 per month; provided end-user training, and escalated issues to the appropriate teams
- Completed technical configurations of networking and voice equipment for new branch locations
- Established and implemented overall project plan objectives and project schedules to ensure satisfactory delivery for internal and external customers
- Identified inefficiencies in processes and adjusted to improve efficiencies
- Managed external resources including service providers, cabling contractors, and equipment suppliers related to office build-outs to achieve business results
- Troubleshot and resolve issues to ensure customers can function as soon as possible.
PROMOTED BUSINESS TRANSFORMATION ANALYST
AMCAP Underwriters LLC.
07.2017 - 04.2021
- Directed Project Management of corporate office move; streamlined procurement and installation of all furniture, technology, and infrastructure while identifying and driving process improvements in partnership with senior leaders
- Engineered and implemented a robust Information Technology foundation to withstand internal processes while allowing a seamless transition to work-from-home capabilities
- Lead blueprinting meeting for discovery of requirements and gaps with Majesco Distribution Management development team as Subject Matter Expert for agency licensing and appointments
- Performed QA, UAT, and Regression testing based on user stories, including onboarding of new and child agencies, state appointments, commission payouts, and terminations
- Worked with stakeholders to create compensation plans for Agencies; tested and implemented compensation plans in QA and UAT
- Spearhead internal IT support including optimization of new hire setup, troubleshooting hardware/software, and maintaining documentation in Atlassian and SharePoint
- Negotiated IT agreements, managed vendors, and allocated software, including RingCentral, Microsoft Office, Majesco, Assure Sign, Wasp Asset Management Cloud, AssureSign, and KnowBe4.
COMMERCIAL UNDERWRITING TECHNICAL ASSISTANT
AMCAP Underwriters LLC.
05.2015 - 07.2017
- Ensured accuracy and completion through review and submission validation of documentation to the underwriting team; safeguarded the timely issuance, documentation, and recording of policy transactions
- Cultivated strong relationships and amplified liaison with internal and external clients.
PROMOTED LICENSING LEAD
American Strategic Insurance
04.2014 - 05.2015
- Manager a team of 6; performed internal transfer and external hire, performance reviews, and training
- Researched state compliance regulations for Licensing, Appointments, Terminations, and Background Checks of Property and Casualty Agencies and Agents
- Documented and maintained licensing information across several databases including FL DOI, NIPR, Vertafore, and SalesForce.
TELECOMMUNICATION SPECIALIST
American Strategic Insurance
10.2011 - 04.2014
- Executed installation and deployment of ShoreTel VoIP system for over 200 employees
- Maitained ShoreTel system including license management and DR failover testing
- Negotiated new contracts and led transfer of internet and phone service; ported over 50 numbers without disturbance to business
- Coordinated building move for company: installation of multiple fiber internet providers, data cabling throughout 10000 sqft building, installation of cell phone repeater
- Troubleshot network and wireless/wired LAN services and provided resolution support for hardware, software, and network
- Exceeded company quality of service goals through data analytics to ensure call routing mapping was optimized.
Education
Bachelor of Science (M.Sc.) in Marketing -
University of South Florida
Tampa, FL12.2002
Skills
- Product/Project Management
- Vendor Management
- Data Analytics
- Transformation Business Analysis
- Process Improvement/Change Management
- QA, UAT, Regression Testing
- Regulatory Compliance
- Avid Learner
- SQL
- Google Looker
- Excel
- VoIP
- Microsoft Office Suite
- Jira
- Atlassian
- SalesForce
- HubSpot
- G Suite
- Annual budgets
- Flexible team player
- Documentation skills
- Customer Relationship Management
- Strategic Planning
- KPI Monitoring
Certification
- Certified ScrumMaster (CSM)
Timeline
Senior FINANCIAL Analyst
AR Franchises, Inc
06.2022 - 11.2023
Senior Lead Business Analyst
Majesco
02.2022 - 04.2022
ANALYST, IT PROJECT MANAGEMENT
Raymond James Financial
06.2021 - 02.2022
PROMOTED BUSINESS TRANSFORMATION ANALYST
AMCAP Underwriters LLC.
07.2017 - 04.2021
COMMERCIAL UNDERWRITING TECHNICAL ASSISTANT
AMCAP Underwriters LLC.
05.2015 - 07.2017
PROMOTED LICENSING LEAD
American Strategic Insurance
04.2014 - 05.2015
TELECOMMUNICATION SPECIALIST
American Strategic Insurance
10.2011 - 04.2014
- Certified ScrumMaster (CSM)
Bachelor of Science (M.Sc.) in Marketing -
University of South Florida
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