Nick M. Email & Phone Number

Pittsburgh, PA, US

New Jersey, United States

• Responsible for onboarding new clients onto our customizable SaaS Platform; this included requirements gathering, QA, UAT, training, etc.
• Successfully created a more efficient process for client implementations. For certain types of clients, we were able to cut the implantation time down by 30%-50%, while also reducing the client’s implementation.
• Constantly communicate with the clients throughout the implementation process and acted as a liaison between the client and our implementation/development teams.
• Responsible for ensuring that the system was set up correctly by performing internal QA, and training the client during their UAT testing. Part of this was creating documentation and test plans for clients to follow.
• Created several job aids, scribe tutorials, requirement documents, and other types of internal and external documents to assist both new hires on our team and the end clients.
• Learned other responsibilities as need; stepped into the project manager role for a brief time and also was able to work on implementation tickets when our team fell behind, including building out areas of our SaaS.

Remote

• Using Agile Methodologies, was a SME for Credit Bureau Reporting and Customer Loyalty responsible for implementation and migration of 200+ credit card portfolios onto the Fiserv Optis system, including data mapping.
• Work with vendor, client, and internal teams to drive migration solutions that support project implementation approach and phases.
• Managed additional enhancement projects from start to finish to ensure both quality and a timely delivery, including issues and change management projects.
• Engaged in client incidents, cases, and open projects to discover root causes and provide timely resolution options for clients.
• Create the data conversion strategies for projects, specifically customer loyalty (rewards) and credit bureau reporting, including planning, execution, and post implementation activities.
• Complete implementation tasks using several different systems and applications including PCF, DQ, Rules decisioning tools, ServiceNow, SharePoint, PowerBI, and Bluezone.

Pittsburgh, Pennsylvania, United States

· Using Agile Methodology, responsible for Fiserv and TSYS system changes within the Credit Card Change Delivery team; including the creation and management of the Change Management process. This included the review/approval of all changes, maintaining documentation, and presentations for the Change Control Board.· Gathered Business Requirements, created.

Pittsburgh, Pennsylvania

Worked on a large process improvement / process documentation project for a top 6 US Bank. Created process documents, pivot tables, and data spreadsheets. Gained experience with Microsoft Excel, Visio, and Sharepoint while also learning valuable process improvement, consulting, and data / business analysis skills.- Management Consulting- Process.

Penn Hills, PA

Supported new and existing customers by analyzing and understanding financial needs.- Banking- Wealth Management- Mutual Funds- Annuities- Life Insurance

Dallas, TX

Analyze Human Resources processes in order to identify and implement process improvements. Additionally, performed day-to-day management during all phases of on-boarding projects; including design, development, test, and deployment.- Process Improvement / Documentation- Data / Business Analysis- Lean Manufacturing- Human Resources / On-Boarding- Benefits.

Dallas, TX

Work with clients to help determine their financial needs and meet their financial goals.- Wealth Management- Mutual Funds- Annuities- Life Insurance

Dallas, Texas

Reviewed processes for improvement opportunities. Developed policies / procedures and trainings as a Subject Matter Expert for our team of 250+ analysts / consultants to ensure the success of our project. Analyzed data and worked as a quality assurance analyst to ensure accuracy of the cases my team submitted. - Management Consulting- Process Improvement /.