Christopher Gorman Email & Phone Number

Herndon, Virginia

* Gathered requirements in Jira for an agile implementation of Account Opening and Maintenance within Salesforce for an industry leading investment services company as they transitioned to a new clearing and custody firm.* Analyzed and documented API requirements to create and update financial account data within the new clearing and custody firm.* Supported the QUIK! & DocuSign integration for the client, while maintaining approximately 100 form bundles and 2,000 non-distinct forms.* Orchestrated the transition of new account opening documents from Salesforce to a Business Process Manager (BPM) application at the new clearing and custody firm to support workflow account approval.* Performed requirements gathering and testing of a new Regulation Best Interest (Reg BI) process for the client.* Reported over 400 user stories, tasks and bugs in Jira, including the QA testing exceeding 200 of those tasks. * Facilitated the conversion process to move 1,654,102 imaged documents to a 17a-4 document management books and record compliance solution at Skeince (SAFE).* Provided senior-level SME consulting to the internal Skience SAFE product team as they prepared an initial MVP product deployment.

Pennington, Nj

* Documented 170 project requirements, spanning multiple products, across 20 clients for an industry leading wealth solution, clearing and custody firm. * Gathered requirements for seven medium to large client implementations for the Document Management and Workflow product.* Analyzed, documented and baselined Account Opening and Maintenance requirements across multiple business lines for the Department of Labor (DOL) best-interest contract exemption (BICE) fiduciary rule as a Subject Matter Expert. * Created six operational guides to be leveraged by both internal and external clients.* Transitioned the business analysis process to Agile for the Document Management and Workflow product using Jira Software.* Mentored, assigned and prioritized work for three offshore business analysts. * Developed and executed business test scripts for monthly releases for the Document Management and Workflow product.

Greater New York City Area

* Provided technical and production support for a 3.7K user PeopleSoft implementation and an ImageNow and Kofax VRS scanning solution for a global advertising and marketing agency. * Managed and resolved seventeen medium to large defects and change requests using PeopleTools, SQL, SQR, IScript, JavaScript and Oracle BI Publisher. * Resolved build defects and implemented change requests, utilizing agile methods, for Asset Management, Billing, Contracts, Expenses, General Ledger, Payables, Project Costing, Purchasing and Receivables PeopleSoft modules. * Developed, presented and implemented year-end and mid-year 1099 processing best practices. * Documented the nightly batch process inventory and implementation process flow. * Analyzed and delivered configuration recommendations and performed configuration and testing for the implementation of the ImageNow scanning solution as a Scanning Software / Implementation Subject Matter Expert. * Created six MS Excel and PDF financial reports analyzing functional security, workflow setup exceptions, offshore service level metrics, and exchange rates using Application Packages.* Analyzed the current invoice interface process and updated the functional and technical documentation to prepare for future enhancements.* Created an English/French multi-language proforma and invoice layout for Canadian clients using the Oracle BI Publisher add-in for MS Word. * Created an automated process that converted American Express travel and expense data into the company invoice interface file layout using MS Excel with macros and VBA.* Provided daily production support for user initiated, ad-hoc, and scheduled batch processes by performing hands-on resolution or delegating support issues to four team members.

Mt. Laurel, Nj

* Implemented new initiatives and processes while providing analytical and project management support for an independent lender appraisal management and flood certification services provider.* Provided ad-hoc and pro-active business reporting to leadership and key stakeholders.* Managed fifteen Business Analysts migrating the company’s applications from PHH Mortgage to hybrid architecture with STARS and Citrix for 200 North American staff during the separation of the appraisal business from the mortgage business.* Gathered requirements, maintained the project plan, and created and implemented the migration testing strategy.* Managed the on-site and remote installation of 200 new desktops during the business separation migration.* Validated user security and ensured user access to key applications in coordination with each department. * Provided 24-hour on-call system administration and application support, which included performing risk/impact analysis and post-mortem analysis.* Developed and delivered training on the CoreLogic help desk implementation to five Help Desk Analysts.* Researched and resolved seventy weekly internal application support tickets from Appraisers submitting appraisal data files to Freddie Mac and Fannie Mae.* Provided senior-level consulting services during the requirements gathering and design phases of a new appraisal application by recommending user interface design changes and validating requirements were met.* Recommended a new Business Intelligence Reporting tool by creating evaluation criteria, reviewing proposals, meeting with vendors, and testing various product solutions.

Wilmington, De

* Developed and managed eight major financial software projects while supervising up to four staff for an industry leading publishing company that owned 26 newspapers. * Planned and implemented a Shared Service Center (SSC) that consolidated and standardized financial systems across 26 newspapers as part of a four-member Application Development team.* Defined project requirements, created design documentation, and performed testing using both Agile and structured methods.* Implemented PeopleSoft Financials 8.8 (AP/GL) across 26 newspapers with PeopleTools, SQL and SQR as the Senior Developer. * Created a scalable interface for profiles and payments in PeopleSoft AP by analyzing and consolidating 26 circulation systems. * Administered and configured Kofax and Livelink application rollouts and performed custom development with Livelink APIs and PeopleTools to integrate Livelink with PeopleSoft payables.* Integrated a client newspaper’s existing OnBase scanning solution with PeopleSoft payables.* Implemented improvements to the payables scanning business process via a customized invoice coding and approval process in Livelink that interfaced with PeopleSoft and defined business requirements, mapped current and future states, created functional specifications, and developed data and process modeling. * Created and implemented a custom Livelink P-Card transactional data receipt and invoice image matching process in coordination with the Project team that produced $20K in first-year savings. * Managed and resolved defects and change requests for all financial applications and conducted weekly meetings with a cross-functional team as the Liaison between the Development team and Testing team.* Maintained system configurations, documentation, and procedures for all financial software applications. * Provided and maintained production support by resolving fifteen weekly help desk tickets.

Multiple Locations

* Documented and developed conversion and interface solutions, analyzed and resolved defect and change requests, created training material, and provided post go-live support for ERP implementations across multiple industries for a top-tier global consulting organization acquired by IBM.* Created detailed functional and technical design deliverables.* Developed multiple conversion programs / interfaces using SQR and Application Engine and extensive hands on development with PeopleTools.* Assisted in the development and problem resolution for a custom Editorial Content Tracking (ECT) module within PeopleSoft.* Developed training documentation for the PeopleSoft Purchasing module.* Led and internal research effort and creation of a whitepaper surrounding Electronic Bill Presentment and Payment (EBPP). The research effort was initiated to broaden the Firm’s knowledge base of the fast-growing EBPP e-marketplace and outline the potential opportunities within this arena that the Firm may want to pursue. The core of the research was focused on developing a clear grasp of the EBPP technology surrounding the various EBPP business models. These models included Biller Direct, Consolidator and other competitive alternatives such as ASPs, BSPs and CSPs. * Assisted management with a proposal effort dealing with potential opportunity for the Firm. Aided in the research and delivery of several citations / qualifications that were worked into the proposal. Developed a PwC representative personal staffing matrix for the proposal.