Personable business professional bringing successful 26-year career in financial roles within large and fast-paced corporations. Release-planning specialist trained in advanced Excel modeling. Creative solutions architect with real-time problem-solving flexibility.
Overview
25
25
years of professional experience
Work History
Business Analyst
Fivesky, LLC
11.2022 - 07.2023
Interviewed Stakeholders of new Morgan Stanley acquisitions (Eaton Vance and ETRADE) to understand business needs and translate into requirements and project scope.
Used Atlassian Jira, Microsoft Teams and Microsoft SharePoint to facilitate this effort
Also utilized Agile methodologies such as sprints and daily standup calls
This was a hybrid role in which much of the work was done remotely but on occasion travel to the Alpharetta, GA office was required.
Business Analyst
Kubota Corporation of North America
03.2020 - 11.2022
Employed both waterfall and agile methodologies to implement software releases for the Purchasing and Procurement departments and the Manufacturing department. Worked on Accounts Payable, General Ledger, Accounts Receivable as well as Fixed Asset systems.
Responsible for developing and executing System Integration Testing (SIT) scripts and responsible for managing User Acceptance Testing (UAT) which included triaging and logging defects.
Managed the upgrade of Microsoft SharePoint On-Premises from version 2016 to version 2019 on time and under budget. I was the Administrator and I managed daily case requests, conducted comprehensive training sessions with SharePoint users, created training materials, generated reports and dashboards and developed and maintained the SharePoint Knowledgebase.
Involved in Manufacturing Process Improvement and Business Process Improvement.
Developed Statements and Scopes of work.
Utilized Agile and Kanban methodologies with included two-week sprints and daily standup calls.
Helped create User Stories and Epics.
Used ServiceNow for defect tracking, remediation and resolution
Began the project to migrate from the AS/400 system to SAP S/4HANA Cloud
Gained exposure to PowerBI and Tableau
Business Analyst
Ricoh USA, Inc.
07.1998 - 03.2020
Part of the team to migrate subsidiaries Lanier Worldwide and Savin to Ricoh’s Oracle 11i ERP system (Lanier’s legacy system was PeopleSoft).
Part of the team to combine Ricoh's and IKON's systems due to a merger of the two companies
My initial emphasis was financials which included General Ledger, Fixed Assets, Accounts Receivable and Accounts Payable Systems. Due to the merger of the companies, I was also knowledgeable in GL intercompany accounting and consolidations. Later broadened my scope to the Order to Cash process that included Order Management, Inventory and Procurement Systems
On the team that migrated 11i to R12 which included R12 Oracle Cloud
Participated in several Conference Room Pilots to identify and document gaps between systems
Developed Entity Relationships Diagrams and Visio Swim Lane Diagrams and also developed Data Migration Plans and Data Reconciliation Reports
Gained expertise in SQL, PL/SQL and Oracle Relational Databases
Performed Software Development Life Cycle tasks such as business requirements gathering, requirements analysis, writing functional and technical requirements, creating and executing QA test plans and creating ad hoc reports and project dashboards
Responsible for developing and executing System Integration Testing (SIT) scripts and responsible for managing User Acceptance Testing (UAT) which included triaging and logging defects
Managed Vertex Tax updates for Ricoh’s financial systems
Gained proficiency in Microsoft Excel and Microsoft PowerPoint
Implemented and customized Salesforce to help Sales Personnel and Management better track the Sales Pipeline
During the migration project, weekly travel to West Caldwell, NJ and/or Malvern, PA was required. Although most of the development was done offshore in Bangalore, India, Lead developers were on site in NJ and PA and much face time was required with the leads.