PROFESSIONAL EXPERIENCE

Franklin Templeton Investments 04/2010 to present

  • Senior Business Analyst
  • Member of the Program Management Office
  • Enhancing systems and processes for foreign currency forward contracts, futures, options, swaps and other derivatives to provide traceability, reduce cost and facilitate monitoring of performance.

Fidelity Investments 06/2006 to 04/2010

  • Senior Business Analyst
  • Member of the Project Integration Team
  • Trained data analyst in Bangalore, India from January 3, 2010 to February 27, 2010
  • Created project plans, test plans and artifacts including use cases, user stories, business context and process flow diagrams
  • Involved in gathering, analyzing, distilling and clearly conveying complex information to business and project team members
  • Analyzed data from external vendor feeds using SQL, Access and Excel
  • Became Certified Scrum Master in March 2009

Liberty Mutual 10/2005 to 06/2006

  • Senior Business Systems Analyst
  • Member of the Project Planning & Management Group, focused on data quality and metadata

Fidelity Investments 07/1996 to 10/2005

  • Senior Systems Analyst 01/2001 to 10/2005
  • Responsible for requirements gathering, business process definition, risk analysis, test strategy, acceptance criteria and deliverables
  • Earned Project Management Professional certification, October 2004
  • Priority Services Representative 06/1998 to 01/2001
  • Solved investment account problems for brokerage representatives and their customers.
  • Series 7 & 63 licensed
  • Technical Support Representative 07/1996 to 06/1998
  • Provided support for investment trading and portfolio analysis application and web site

Accountemps 05/1996 to 07/1996

  • Office Manager
  • Managed accounts payable and receivable for an internet service provider

BioQuest 09/1994 to 04/1996

  • Office Manager
  • Managed accounts payable and assisted with marketing for a biotechnology R&D firm

Loving Journeys 10/1991 to 09/1993

  • Author and Publisher
  • Wrote and published a reference guide to adoption
  • Appeared on Sally Jessy Raphael and News Nine television shows

Citadel Computer Corporation, 08/1983 to 10/1991

  • Office Manager
  • Part of the start-up team of a specialized hardware manufacturer
  • Responsible for accounting and inventory control.

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