Patrick Rouse Email & Phone Number

Ellicott City, Md, Us

Reviewed RPA Documentation ( PDD/SDD ) and informational sessions to develop RPA Integration Test plan. Reviewed developer Static/Unit/System testing. Verified Static/Unit/System testing align with test cases within the Integration Test plan. Presented Test plan and expected findings both expected pass output and expected fail ( for pass ) error messages to the QA Team Provided UAT tester with User Acceptance Test plan and observed and review and validate UAT test and output.

Washington, Dc, Us

Washington, Dc, Us

Jacksonville, Fl, Us

Lead Business Analyst at T. Rowe Price (Owings Mills, MD) ♦ Automated key withdrawal processes.♦ Redesigned T. Rowe Price participant web portal allowing for paperless processes.♦ Intergraded self-certification options that digitized required signatures and documentation.♦ Automated key Plan Administrative and Plan Sponsor processes.♦ Redesign Plan Administrator and Plan Sponsor Plan View Portal.

Baltimore, Maryland, Us

Robotics Process Automation RPA (AI) at Air National Guard (Middle River, MD)♦ Scheduled daily meetings to provide and receive daily updates regarding the project for Air National Guard.♦ Interviewed Stakeholders, Subject Matter Experts and Commanding officer to identify additional RPA (AI) opportunities for Air National Guard.♦ Managed the use cases demonstrating benefits of RPA (AI) software upgrades for Air National Guard.♦ Recommend additional RPA (AI) licenses.♦ Established milestones for RPA (AI) deliverables.♦ Prepared Visio Keystroke documentation and manage updates for process that RPA (AI) future RPA (AI) could perform for Air National Guard.

Arlington, Va, Us

RPA Certified Analyst, Architect,Project Manager Project Management: Develop project plans identify/mitigate risks in order to meet and maintain milestones. Manage team by establishing roles and responsibilities for all stakeholders (Management, subject matter experts, technical drivers, content providers and external influencers). Establish meeting agenda surrounding initial project kick-off, establishied parameters for milestone sign-of and parameters for go/no-go criteria. Promote use of and maintain central repository Business Requirement Documents, Design Documents, Test Plans, Business Readiness Plans, Cutover Plans, Issues Log. Manage change management process once RPA bots go into live production. RPA Implementation Architect: Review clients processes to provide recommendations for RPA ecosystem; types of RPA licenses (attended bot, unattended bot and chat bot), provide recommendation for number of RPA licenses (Bots) and provide analysis on potential resource savings, process time savings and overall cost savings to Senior IT Management RPA Functional Analyst: Analyze a clients divisions (IT, Customer Service, Operations..) review organization processes to ascertain and evaluate which departments will provide quickest to deployment use cases, largest return on investment use cases and best organization visibility use cases. RPA Business Analyst: Observe and Review Subject Matter Experts (SME) procedures in order to Develop and documented functional/user and system requirements. RPA Production Change management: Meet with clients scheduled IT system change management team to provide input on how their scheduled or urgent system upgrades will impact existing production RPA licenses (Bots). Make required coding changes to production Bots in order to keep the required process working without major delays and impacts to production. Develop test plan, implemented test inside UAT QUAL region; review, validate and document test results

Columbia, Md, Us

Compliance Analyst ♦ Perform Quality Review of Plan Adaption Agreements and Plan Amendments for converted retirement plans.♦ Document and provide the correct Plan requirements that are omitted or erroneously set up in Plan specification♦ Validated the Quality Review of Plan Adaption Agreements and Plan Amendments performed by peer consultants ♦ Verify the correct Plan requirements provided by peer consultants

♦ Resolve emergency/hardship withdrawal processing issues with internal clients (Client Services, Investor Service and Legal) and external clients (plan administrators and participants)♦ Process emergency withdrawal, hardship, loan, loan refinance, lump and in-service withdrawals, fee and maintenance transactions♦ Validate participant indicative data, account history and account balance♦ Perform and validated integration, acceptance testing for emergency/hardship withdrawal transactions in Qual region for AWD and DBS upgrade.

Baltimore, Maryland, Us

Developed, ran, and validated integration, acceptance, regression, and parallel testing for multiple transactions in Qual and Dev region for Admin Web 6.05 upgrade for GBS&T department♦ Provide solutions and resolutions for SunGard’s Omni Administrator Web 6.05 Omni Security upgrade♦ Developed, ran, and validated integration, acceptance, regression, and parallel testing for Admin Web 6.05 Omni Security upgrade GBS&T department♦ Used HPQC to document test case, run test cases and validated test case’s GBS&T department♦ Provide guidance and leadership to consultants (contractors) to develop, run and validate integration, acceptance, regression, and parallel testing in Qual and Dev region GBS&T department♦ Validate production data after Admin Web 6.05 promotion to production GBS&T department

Arlington, Va, Us

♦ Developed and documented functional/user and system requirements for process changes, required to meet and maintain the requirements set forth by the Department of Labor Fee Disclosure Guidance 29 CFR § 2550.404a-5♦ Administered testing and documentation within Software Development Life Cycle using Agile software development model♦ Developed test plan, ran, and validated test data for the 401k Department to implement the Department of Labor Fee Disclosure Guidance 29 CFR § 2550.404a-5♦ Reported daily updates to Compliance, IT, Marketing and Finance Managers on tasks, objectives and timeline for meeting required deliverables

Baltimore, Maryland, Us

♦ Completed analysis based on business requirements for an enhancement to Asset Universe♦ Developed test plan, implemented test inside UAT QUAL region; review, validate and document test results♦ Developed benchmarking processes to compare other investment management firms and created procedures to evaluate the techniques.♦ Used benchmarking tool to analyze findings and determine which could improve or process and help meet our needs♦ Interacted with internal clients to gather data and streamline the process♦ Validated data gathered for benchmarking and then assisted in the automation of the entire process♦ Trained T. Rowe Price employees and consultants on the benchmarking procedures

♦ Provided consultation for commercial off the shelf system reverse migration♦ Analyzed the impact base event scripts, validation scripts, report scripts, transaction generated scripts have on operations and investment department.♦ Provided documentation that explained how the scripts (Omni Calculator) generated output would impact the management of investments and reporting for the current and projected record keeping environment.♦ Met with internal and external clients to strategies and develop detailed requirements ♦ Led fact-finding sessions with operations, Finance, IT and client service teams to analyze processes and validate all collected requirements♦ Developed test case for quality assurance/test environments and validated expected outcome for conversion and transaction processing♦ Used Time Sharing Option to expedite transaction testing in the and proposed retention of certain Job ControlLanguage’s that minimized staff workload by automating transaction processing ♦ Provided Omni Security and mainframe security analysis• Mange multiple pensions and profit-sharing plans.• Provide investment expertise and assistance to identify and resolve investment and asset management problems.• Performed operation and technical support for daily, monthly, quarterly, and annual statements, tax reporting and mandatory required distributions. • Advise clients of regulatory concerns and developed enhancements to pension plans and profit-sharing plans to maximize client’s retirement benefits and minimize potential tax exposure.

New York, Ny, Us

♦ Provided consultation for workflows, business practices, and procedures for Omni Plus conversion corrections, GIC fund corrections, source and fund level corrections, plan level adjustments and loan adjustments♦ Trained consultants and staff on cots and provided peer level review for consultants and staff♦ Solved cots security and Mainframe security issue involving Power Image, Web, Voice Response Unit and Omni Station ♦ Provide expertise and leadership with the initiative to identify, capture and resolve the black box asset valuation form monthly valued too daily accrued.♦ Provided temporary solution for Omni Admin Web processing issue

Us

Lead a team of Security Analysts responsible for administering the security solutions, for the Federal Thrift Savings Plan (TSP). The TSP is the largest retirement in the world its members are all federal employees, all military, and all postal employees. During my tenor the security software was upgraded, the data center increased in size andwas relocated, with no system intrusions or data breaches.♦ Provided security solutions during the security software upgrade, ensured the Federal Thrift Savings Plan maintained regulatory compliance and kept staff trained and aware of IT security measures♦ Set up Test and Disaster Recovery Logical Partition’s for user acceptance testing and disaster recovery preparation Systems Analyst 2001♦ Provided consultative services, advisory reviews, analyses, and recommendations to management on core record keeping system, to fulfill the conversion effort to design, develop, and implement the New Thrift Savings Plan defined contributions record keeping system♦ Met with client to gather business requirements for daily, weekly, monthly, quarterly and annual processing♦ Analyzed requirements and document gaps between the recordkeeping system♦ Facilitated development meetings to present system gaps and provide recommendations for scripts/calculators that would address the gaps♦ Managed the testing environment used to develop the financial interface, user interface (customer service), Internet, and reporting subsystems♦ Trained team and project contractors on the functionality and structure of record keeping system

♦ John Hancock o Processed Internal Revenue Service form 5500 reconciliations for plan conversions.♦ Materials Technology and Communications o Consulted with members of the Federal Thrift Board to verify conversion requirements of Analyzed and documented workflows, business practices, and use of best practices for processes, procedures for requirements for Qualified Domestic Relations Orders, In-service withdrawals, hardship withdrawals, terminations, and loan payoff reimbursement transactions ♦ Automatic Data Processing o Processed daily recordkeeping transactions for three large tier planso On Time Sharing Option used, Omni-calculator and Visual Basic script to program daily, weekly, bi-weekly, and monthly schedules♦ National Rural Electric Cooperative Association o Wrote Omni-calculator program to identify errors in participant accounts, calculated loss/earnings, and processed adjustments to correct errors

Washington, Dc, Us

♦ Established and monitored brokerage accounts for participants with account balances of $500,000.00♦ Provide technical advice for strategic planning for investment management of 457 and 401(k) plans, prior to investing in Charles Schwab cafeteria plan.♦ Created and documented procedures for PCRA accounts; train and supervised associates; validated and reviewed data elements for conversion♦ Researched, analyzed, calculated, and posted complex adjustments

Artificial Intelegence And Machine Learning Certificate Program, Artificial Intelligence And Machine Learning

Bachelor'S Degree, Economics