Dalisa Hegmann Email & Phone Number

Dallas, Texas, United States

United States

La Vista, Nebraska, United States

Work with business leads and SME's from five Independent Broker Dealers (IBD) on two different software platforms National Financial Services, Inc (FBSI) and Pershing Global Financial Solutions. Understand and document current state and challenges that exist within the operations infrastructure, including identification of business and technical gaps. Prepare comprehensive future state documentation for business processes going to shared business model. Elicit and document business requirements that communicate what must occur to realize future state to the business owners and working committee. Worked with Impact Financial Solutions (IFS) to map out a process flow & workflow that will improve the operations infrastructure for a shared process. Identified, resolved, and tracked issues. Performed functional testing, UAT Testing , and create use case for testers.

Golden, Colorado

Articulate complex business processes in a clear and understanding way. Collaborate with business user to understand business processes, identify requirements, and translate requirements into deliverable solutions. Closely work with clients, project management team, and technical staff to deliver a technology solution that meet the business needs of the end users. Facilitate client User Group meetings. Play a lead role creating user stories and functional requirements. Perform troubleshooting and provide solutions for client production issues. Support sales initiatives by providing demonstrations of assigned Talisys modules.

Dallas/Fort Worth Area

Provide guidance to colleagues on project management and process improvement. Manage projects and maintain software after implementation. Worked on all aspects of the project through the software development lifecycle including project charter, scope definition, requirements analysis, documentation, change management, testing, architecture design, implementation and support. Worked closely with the project stakeholders and software engineers to ensure all requirements were defined, coded correctly, and project was on time. Acted as advisor on multiple projects to facilitate communication and objective planning for new development. Worked directly with senior managers on regulatory requests and special projects. Project experience includes multiple web developments projects, process workflows, and cyber security solutions.

Dallas/Fort Worth Area

Review, monitor, and audit customer’s accounts for activity that indicated possible money laundering behavior and other at risk behaviors. Tasked with standardizing and implementation of new processes and reports to assist with the ever changing AML/BSA and OFAC Laws and Regulations. Development and modification of SQL queries to assist compliance examiners in order to prepare for audits and FINRA inquires as needed.

Dallas/Fort Worth Area

Manage projects and maintain software after implementation. Worked on all aspects of the project through the software development lifecycle including project charter, scope definition, requirements analysis, documentation, change management, testing, architecture design, implementation and support. Worked closely with the project stakeholders and software engineers to ensure all requirements were defined, coded correctly, and project was on time. Collaboration with various clearing firms to facilitate firm conversion and deconversion projects. Project experience includes firm conversion and deconversion, customer on boarding, tax reporting, and maintenance and modifications for compliance with rapidly changing client account regulations.

Support major project assignments, which are intended to resolve business problems or capitalize on business opportunities by utilizing the four-step project management methodology (Business Assessment, Conceptual Design, Detail Design, and Implementation). Create test plans, submit test data, & verify testing results. Facilitate project status meetings to ensure a logical flow of work focusing on final deliverables with a goal of satisfying customer requirements