Human Resources, Benefit Enrollment and Insurance Services

Responsible for overseeing the on-boarding process of Master Clients ($1M and greater in revenue) for Independent Advisor Services (IAS).• Successfully managed the largest Advisor on-boarding project bringing $14 Million of revenue to the organization.• Communicated project status daily to the executive leadership team.• Identified opportunities for process improvement and recommended innovative, more efficient workflows and procedures to executive management• Implemented a department SharePoint Site which was very enabled • Demonstrated leadership skills by resolving project obstacles and motivating staff• Mitigated any project risks by planning for alternative solutions• Directed managed a staff of five people that assisted on all projects

• Work with business and technical stakeholders to gather, clarify, and translate business requirements.• Actively participate in all phases of the project lifecycle.• Produce system documents required by the project lifecycle methodology.

Served as a bridge between the business and IT divisions by understanding, translating, and advocating the business needs within the IT division throughout the development of the solution or product. * Facilitated team and client meetings as well as requirements gathering workshops.* Communicated project status to all stakeholders* Identified opportunities for product improvement and suggested recommendations for new, more efficient workflows or processes.* Reviewed design documents and test plans to ensure all business requirements are documented, implemented, and validated.* Motivated team to work together in most efficient manner.* Managed client expectations* Logged a lessons learned from each project in order to be more efficient in future projects.* Assist with defining product Acceptance Criteria.

Collaborated with product development in the creation and management of software products. Documented new software functionality requirements communicated from clients and internal staff. * Successfully completed requirements documentation for a Workers Compensation module within the core software.* Developed a change management and tracking process using MS-TFS (Microsoft Team Foundation Server) built in mechanism.* Conducted feature feasibility studies with subject matter experts.* Developed UI (user interface) with usability experts and conducted human interface reviews with the team for implementation.* Developed and documented the requirements for Organization Hierarchy which impacted the core system.* Developed and documented a product upgrade scheme and mechanism (Med Lite).* Worked with quality assurance for bug tracking and resolution and creating user acceptance cases.* Communicated regularly with the IT project manager to ensure project was meeting deadlines and milestones.

Managed enterprise wide software implementation projects for financial institutions. Provided business best practices, change management, technical analysis, as well as training and support to clients. * Managed day to day operational aspects of implementation project and scope.* Reported hours and expenses on a weekly basis. * Ensured any project specific documentation was complete and stored in a central location.* Identified any new useful technology and products to the client and followed up with the client manager.* Conducted and documented client needs/process analysis * Worked in tandem with engineering for appropriate data mapping requirements and file layouts* Communicated regularly with third party vendors ensuring test files, layouts, and data were received.* Educated and assisted client with establishing system parameters and defaults.* Trained client on functionality and best practices of system.* Coordinated and created test plans with programming staff. * Performed data integrity audit prior to system conversion.* Documented lessons learned for personal and organizational use in the future.* Provided support to client until turn over to client services.* Assisted client in reviewing/assessing workflow processing for best practices and efficiencies.

Established and configured client loan work flows within the systems while working in concert with client. Configured client system defaults and parameters* Gathered business process and requirements from clients relating to loan processing* Ensured proper parameters/defaults were established * Worked with the training department on the loan application process to insure client training was accurate.* Worked closely with programming staff to insure accurate and workable loan forms.

Analyzed and documented complex client business policies, decision workflows and legacy system integration requirements for the implementation of the decision management system for multiple large financial US and foreign companies as well as a major US insurance company. •Provided on site leadership, technical expertise and rule configuration support during the implementation cycle of the Capstone decision engine software product.•Designed and coded custom rules for the decision engine software based on client business policy.•Provided onsite training and mentoring for junior implementation and client staff.•Met client driven project timelines in which the company received over $1M in bonuses.•Worked with clients to establish the appropriate workflow for Capstone.