- Organize and conduct stakeholder meetings to gather business requirements for everything from minor improvements to significant projects.- Conducted Business Analysis for the 18-month upgrade of the Insurance Suite (GuideWire) and achieved successful implementation within the designated timeframe.- Tasked with crafting agile business requirements within the SAFe framework, encompassing user stories, acceptance criteria, use cases, reproduction steps for defects, and visual diagrams.- Facilitate discussions among Product Owners, Developers, and QA to clarify business requirements for new features or defect resolutions.- Conduct Root Cause Analysis on production-related issues as they occur, and recommend corrective actions to prevent future recurrences of the issue.- Create data flow diagrams to accurately represent the streaming of data and illustrate the processes related to the system.- Engage in Solution Design with the Enterprise Architect to understand the methodologies and procedures necessary to identify the optimal solution that fulfills the business requirements.- Collected requirements for 11 key system integrations, encompassing payment processing, regulatory reporting, policy generation, claims adjustment, and billing, serving over a hundred internal users.

- Implemented QODBC driver to link QuickBooks to MS Access to allow for SQL report creation on vital information.- Responsible for intake of individual salesman commissions for each month, and auditing those against company documents to determine proper monthly payout.- Responsible for monthly financial statement creations for several subsidiary companies. Includes balance sheets, P/L statements, statements of cash flow, and A/R & A/P aging reports.- Developed macro in excel designed to automate process for allocating detailed expenses based on previous month’s income for specific classes.- Created formal internal auditing process for largest company, including a monthly audit on income, expenses, and payroll allocation for commission payments to employees.

- Execute the SDLC process for application enhancements, which includes gathering requirements from stakeholders, generating service requests for coding, conducting quality assurance tests on new code, and maintaining the application after its production release.- I have created official testing documents for Hertz to evaluate all facets of an insurance replacement rental car system, including its interfaces with financial services, credit card services, fleet management, and operations.- Created multiple SQL reports for management use on both daily and monthly intervals.- Enhanced the car rental application's accounting accuracy by reducing errors by 87% within a three-month timeframe.- Conducted thorough QA testing for a project involving the transition of the entire application's code base from VB to .NET.- Successfully documented and executed twelve extensive projects aimed at enhancing the accounting functions within a car rental application.

- Primary responsibility was performing a pre-funding audit on all commercial related loans. This includes checking for accurate insurance information and all necessary signed documents present.- Developed a process to complete pre-funding audit more efficiently and increased daily productivity by 40%.- Completed project related to creating QR codes on document specific cover pages for documents to streamline the scanning and document management process.- Communicated with loan officers on the status of loan funding’s and the necessary information needed if the loan does not pass the initial audit.- Worked alongside business analysts in new system implementation project, noting necessary changes and additions for the pre-funding audit process.

- Created first onboarding manual for business, covering everything from initial customer contact to post project implantation follow ups.- Led project to standardize the company’s specification documents for all products and services offered.- Created procedure packet for entire onboarding process containing specific directions for integrating new clients into complicated internal system.- Carry out analysis gathering specific information from clientele and our development/operations department for creating client specification documents. - Daily workload includes communication with multiple clients to track progress of implementation and discuss responsibilities required from both the client and American InfoSource.- Personally led weekly calls to update internal departments including sales team, operations team, and technical services team on the status of all new client implementations.- Held weekly meetings to discuss clients who have recently gone into “Live” status, and discuss their post implementation status.