Business Analyst / Migration SpecialistResearched and wrote requirements documents for functionality gaps that were to be filled prior to migration of accounts from Wachovia’s Integrated Payables and Online Payables platforms to Wells Fargo’s Payment Manager platform. The Online Payables (Wachovia) system was serviced by a third-party vendor, Sungard, and I was the main liaison between the migration team and Sungard. Facilitated scheduling and delivery of customer packets from Sungard to be used for setup and coding of the new Payment Manager setups. Assisted the Product Managers with issues as they arose during the migration process, as well as coordinating and scheduling meetings as needed to discuss issue resolution.Managed data analytics for four migrating platforms, tracking and reporting to migration teams for scheduling and prioritization of coding for customer setups. Reconciled and updated the migration system-of-record as relationships moved from different migration events. As conversion dates approached, transitioned to a customer-support role, assisting in migrating Online Payables customers to the go-forward Payment Manager platform. As a Migration Specialist, clarified the migration process, confirmed accuracy of the system settings, researched gaps in the transition process for each customer, clarified current and go-forward process differences, entitled users with the appropriate access rights, and trained users on how to utilize the system functionality. Was one of the initial customer-support specialists hired and assisted in training additional migration specialists that were on-boarded later in the project. Was assigned to several of the higher-complexity customers for migration: Boeing, Sunbelt Beverage, Freight Handlers, Arlington County, Publishers Clearinghouse, Vanguard, and Scholastic.

Documented analysis system test plan for conversion of Regions corporate accounts from Hogan Analysis to surviving AmSouth system (TriSyn Infopoint v8.4). Created requirements documents and coding specifications for needed changes to accommodate converted accounts.Developed test scripts and coordinated validation of converted account data to duplicate account setup on system of record to TriSyn Analysis, to include default charge values, exception pricing, exception rates, account groupings, and alternate addresses.Tracked analysis conversion issues and escalated to upper management for resolution, as necessary.Assisted Product Management in validation of interfaced volumes from Treasury Management applications.Assisted Product Management in validation of pricing for go-forward environment.

Assisted in vendor selection process for an analysis system to meet the needs of the Corporate Bank Division; assisted with testing of new internet-based treasury services productDocumented analysis system requirements for meeting division goals for the next five years.Attended training sessions for proposed analysis systems. Documented gaps in functionality between potential analysis systems and created proposal for review by Executive Committee.Performed extensive user testing and installation of the chosen analysis system.Designed input forms, designed custom reports, and developed operational procedures for daily processing of the analysis system.Assisted applications in reviewing options for automating service input into the analysis system.

Lead Analyst (from 1998 through 2003) acting as liaison between Analysis Production group and programming technical staff; Consultant 2004Coordinated testing and installation of new system (Computer Associates 8.4 version) from 1998 to 2000; major participant in system review and selection process from 1995 to 1998; documented requirements for additional functionality needed to be co-developed with vendor as base code; structured and tailored bank control parameters to meet the bank’s needs; testing lead delegating tasks to four analysts; assisted in coordination of new system training for all areas of the bank.Participated in BETA testing progress discussions and demonstrated 8.4 system enhancements at CA World (annual Computer Associates user group conference) from 1999 to 2000.Represented Analysis area on the majority of Corporate Bank and Treasury Services projects.Provided daily support to Analysis Production area; tested and implemented numerous enhancements to in-house developed Analysis system.Assisted account officers, Product Managers, and Production staff by providing ad-hoc queries and file downloads of analysis-related information (proficient with FOCUS and SAS mainframe query tools).Documented system capabilities and new enhancements in procedures manuals.Created PowerPoint presentations of Analysis system functionality that were used in officer and Operations training classes.Facilitated gathering of Analysis data during mergers and acquisitions.Led project to assist Product Manager with tailoring analysis system functions to meet the needs of newly developed account types.Assisted Analysis Interface Analyst with evaluating changes to existing interfaces and attended application meetings for new interfaces when project workload requires additional analyst staff.

Senior Implementations Analyst assisting Treasury Services Sales staff and Product ManagersTested and implemented enhancements to in-house developed billing system for Treasury Services.Researched Analysis complaints and issues (M&I DDA and Analysis systems); coordinated resolution between departments and customers.Supported Treasury Services sales force and Product Management staff by providing system queries for potential sales opportunities and product performance totals. Provided implementations support to sales force and daily customer support on numerous Treasury Services, including Automated Clearinghouse (ACH), Automated Investments, Payroll Services, Information Reporting, and Corporate Account Reconcilements.Facilitated monthly training classes to customers on PC-based ACH product.

Coordinator of Analysis system information for Columbia Corporate Bank and Columbia Operations staffReviewed and distributed Analysis statements to account officers.Invoiced and tracked receipt of payments for invoiced Analysis customers.Examined monthly Analysis reports and provided regional management with income and waived revenue totals for Columbia office; proposed changes to Analysis review process that resulted in 60% increase of analysis income during the first six months in this position.Trained Columbia account officers on Analysis system and process.Facilitated daily investments for sensitive Columbia Corporate accounts.Assisted Operations area with internal reconcilements and audits.