I am excited every day about my role as Lead Business System Analyst at Publix on their Accounting Technology team leading several technology modernization efforts. In this role, I am leveraging .Net/C# with Power Automate & Robotic Process Automation along with SAP to drive efficiency and innovation in our accounting processes. I am enjoying the challenges and opportunities this position brings.

Hired to support functional and technical integration work for a large, global wealth and asset management client.Created the training manual documentation for agent desktop (Salesforce) pilot user group.Testing existing and new features and defects in the agent desktop.Verifying new IVR features and defects (Genesys) for agent desktop pilot platform.Working with our EY team to establish agent desktop pilot rollout and communication plan.Mentoring colleagues and teammates on Agile in a WAM integration project.Adding value by answering technical questions from our functional teammates regarding components of the client's architectural diagrams.Working with the client to define and create requirements around dual client models and reporting for the same.

Responsible for the documentation and modification of existing requirements, as well as creating others from scratch.Work as a BSA in an Agile Environment. Perform systems/data analysis, Gap analysis, and Impact analysis.Responsible for writing user stories focused on funtional as well as system/technical aspects of software development.Independently lead technical conversations with DEV, SQA and product stakeholders .Break down BRDs and write functional and technical design specs .Created technical design API specifications for Apple Pay, Google Wallet, and Samsung Pay.Transitioned off the Native App Team to the Disputes team. They were responsible for completing a fraud modernization using artificial intelligence and machine language.Create specifications for Dashboards built with customizable Angular design for internal and external clients. Liaise with and create documentation and requirements for executives and stakeholders.

Lead business analyst in the healthcare industry with the Advanced Technology Solutions consulting group.

At Symmetry I helped people secure and maintain their financial future through a vast array of products designed to protect and increase retirement savings.

Recruited to add leadership and vision to the top project at Raymond James, succeeding spectacularly by instrumentally creating and implementing business and portfolio analytics which rivals competition at top tier asset management firms, managing more than $500B.Led the application and development team’s implementation of all fixed income business analytics and external account report functionality, while managing the analysis and requirement implementation of all fixed income business intelligence and analytics for firm’s top project.Designed and published requirements utilized by the development team to implement analytics for unrealized tax lots, net worth, multi-currency holdings, and the new asset allocation classifications on all the firms’ client reports.Application development team lead for interfacing with service and data teams when external assets, fixed income, multi-currency holdings, and new asset allocation classifications were implemented.

Hand-selected to come to Seix, an international money management firm with $34B in assets under management, I was brought in to build Greenfield networks and manage the technology departments, reporting directly to the C-Suite. As a fiscal hawk, I aim to keep costs well-below the industry average while delivering a consistent and aggressive ROI.As Managing Director, I have planned and implemented two trade and compliance system migrations, three portfolio system migrations, and several new risk metric systems, while successfully guiding the technological response to five audits: three SEC, one FED, and one SSAE 16 Type II.I am tasked with developing and maintaining business continuity plans, technology compliance, internet presence, online client reporting, and public DNS entries; I have also presided over two large-scale data center transitions.Designing and maintaining our data feeds for corporates, MBS, ABS, IRS, CDS, bank loans, currency swaps, and FX swaps, as well as data feeds between trade, compliance, and portfolio accounting systems, also fall under my purview.Premier Achievements- Developed a unique CRM solution via Salesforce.com with customized templates, fully automated billing, client reporting, statement finalization, and review processes.

At Pacific Shore, I developed the technology department for an industry-leading regional mortgage broker from the ground up, supervising infrastructure growth which supported over three hundred end-users, keeping costs below the firm’s peer group.I reported directly to the CEO and managed five direct reports while maintaining the entire data and voice network, including the call, title insurance, underwriting, and FICO systems.Premier Achievements- Developed a groundbreaking, state-of-the-art automated underwriting system, one of the first in the mortgage industry.- Built an interface which connected the credit bureaus into the automated underwriting system to aggregate credit scores for prequalification and maintained the private circuits required as a conduit.

At Knight, I reported directly to the City Manager and Chief of Police of the City of Upland, California (population: 120,000). I was responsible for the supervision of all technology services and systems supporting both 911 services and city hall.Premier Achievements- Successfully migrated 911 OPEN VMS database from VAX hardware to DEC Alpha hardware.- Successfully replaced the existing reel to reel system with a digital 911 call recording system.- Developed and produced a records department interface and a crime reporting database.- Implemented two Novell upgrades and the installation of laptops and radio modems into police cars.