Created reliable visual documentation of current and future states by transcribing complex client requirements into system map, data flow, and business process/workflow diagramming related to technology upgrade and replacement projects. Leveraged visualization tools to drive discussions, ideate with teams through proposed implementation scenarios, and design optimized solutions. Than, handed concepts off to implementation teams and consulted with them when clarity or potential new paths were proposed or needed.

Created a process for and co-owns the firm’s strategic technology roadmap with input from internal firm stakeholders. Ensures an 8-person analyst and product team has what they need to successfully execute team initiatives. Syncs with two other managers and a director to efficiently steer a 25-person in-house software development team supporting more than 70 products of varying sizes.

• The lead program manager socializing to firm leaders the need to establish an enterprise architecture program which mapped technology and IT assets to business concepts they support. Emphasized formalizing master data management and data governance programs. Led stakeholder groups through an external, third-party assessment of the firm’s existing data management practices.• The functional architect/product owner of a new centralized data repository organizing disparate sources of truth into a single system of reference. The repository serves as the source for new/enhanced reporting needs and the integration point for vendor/custom solutions. Owned a 3-year product roadmap using the new repository to replace multiple legacy solutions, reducing technical debt. Led discussions with firm leaders/vendors to design a move of the repository from an on-prem ETL solution into Azure Synapse.• Led, from a product lens, all strategic discussions related to shifting the team’s development practices toward containerized microservices deployed in Kubernetes. Implemented, as product owner, some of the first products using the finalized approach.

Performed the responsibilities of the BSA roles below and led a team of 7 business analysts and project managers.

Mentored junior BA/PMs by developing and sharing SDLC best practices. Built strong relationships across stakeholder, product, development, and quality assurance teams. Was lead product owner/manager for enterprise solutions and initiatives, including:• integration updates to 15+ custom solutions as part of an upgrade of the firm’s financial system• building a custom web app centralizing access to firm reporting and solutioning new reporting using defined standards• expanding and enhancing two custom development libraries, one relating to UI/UX styling and the other to a custom application configuration tool used by all custom developed solutions the team built• a 6+ year initiative to replace the firm’s custom intake and conflicts system with a vendor solution

See description of Senior Business Solutions Architect role above.

Developed reporting requirements, strategy, communication plans, data visualization standards, and reporting content that supported the management of sponsored research funds. Key player in the formation of a cross functional data governance program, data warehousing strategy, and roadmapping mechanism for adding data concepts to a new enterprise data warehouse. Identified requirements for and built dashboard solutions for key KPIs using OBIEE and complex SQL.

Developed a data and reporting strategy to support a financial reporting program by collaborating with BPOs. Project manager/lead analyst collecting functional requirements for two initial, large data models in a new data warehouse. Authored functional and technical design documentation, testing scripts, business process workflows, ERD diagrams, and help or data dictionary documentation.

Processed invoices and financial reports for more than 350 sponsored grants with monthly billing exceeding $1,000,000. Efficiently managed significant increases to personal workload and continually created business process improvements used by a team of thirty.

Performed data cleanup following the implementation of a new enterprise financial system.

• Audited and maintained electronic records of safety training certifications for 12,000+ employees in PeopleSoft HCM. • Compiled and distributed monthly reports to regional and district managers.• Tracked and analyzed reportable injury data trends.• Reviewed and edited company safety manuals for the USA and Canada.

• Worked directly with customers in a fast paced environment that required refined multi-tasking skills.• Entered an average of 30 customer loyalty program applications daily and several Shopko VISA card applications each month into the company’s intranet system.• Performed general merchandise returns and exchanges.• Helped customers resolve questions regarding their purchases and the Shopko store.• Answered and directed incoming phone calls to the proper managers/employees and distributed messages to colleagues as necessary.

Managed all aspects of a small business, including payroll, finance, inventory, hiring, operations, marketing, and compliance.

• Produced and edited promotional videos highlighting the company mission using Adobe Premiere Pro.• Designed and assembled brochures and other promotional packets.• Constructed and maintained the company website.• Photographed events for use in future promotional initiatives.• Purchased and maintained company IT equipment.