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Yyyyyy x. yyyyyy

- 601 E Adams Ave Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Business Analyst Product/Portfolio Owner QA/Project Manager


Qualifications Profile


    Self-assured, dynamic, and results-driven professional with more than 20 years providing high-performance project management, accounting, product management, customer relations, and complxxxxxxnce management in the financxxxxxxl services, telecommunications, and civil works industries.

    Highly detailed, with analytical and methodical thinking to resolve complex work issues even under stress.

    Proven flexibility and adaptability to reach high productivity levels in fast-paced work environments.

    Strong people management and interpersonal communication skills that inspire customer confidence while forging teamwork synergies with colleagues across diverse ethnicities.


Key Expertise


    Strategic Planning & Execution

    Customer Service Management

    Relationship Management (Clients, Vendors & the Public)

    Portfolio Management

    Continuous Quality & Process Improvement

    Statistical Quality Control

    Concurrent Project Management

    Policies & Regulatory Complxxxxxxnce (i.e. OSHA, EPA, SEC, FINRA, GAAP, SOX, etc.)

    Systems/Business Needs Analysis

    Full-Cycle Corporate Accounting

    Profitability Management

    Payables/ Receivables Accounting

    Personnel Administration

    Staff Supervision & Training


    Scrum/Agile Methodology

    Data Mining

    Software Stress/Acceptance Testing

    SQL Database Querying & Programming in Filemaker Pro


Professional Experience


Cambridge Investment Research, Inc.Ÿ Xxxxxx, XXXXXX

Complxxxxxxnce & Reporting Product Portfolio Owner, Sr. BA -QA Specxxxxxxlist 2008 Present

    Manage the data warehouse and create quarterly IT roadmap and X-matrix.

    Oversee concurrent projects with different deliverables and deadlines to ensure timely completion within budgets.

    Dxxxxxxgnose production issues, exploring opportunities, data gaps, and process inconsistencies for improvement.

    Build and maintain professional relationships with clients, vendors, department heads and executives to create a harmonious collaborative work environment.

    Address regulatory requests from FINRA, SEC, state, and internal auditors.

    Serve as the lead tester for fee based application creating and executing test plans and automated tests.

    Create, test and implement SQL views and stored procedures in production applications.


D.A. Drish Drainage, Inc. Ÿ Xxxxxx, XXXXXX

Accountant 2007 2008

    Managed payable & receivable accounts, and general ledger postings, providing P&L analysis for all completed jobs.

    Implemented and managed bonus programs, surveys and GPS job sites.

    Provided research and data support for successful legal litigations.


Primus Telecommunications, Inc. Ÿ Xxxxxx, XXXXXX

Accounting Analyst 1996 2006

    Assisted in implementing complxxxxxxnce with Sarbanes-Oxley requirements.

    Researched and remedxxxxxxted payment discrepancies, tracking & posting payments received through international banks.

    Served in a team conducting user acceptance testing for new accounting systems for roll-out.

    Developed dxxxxxxler tracking and billing system for international clients using FileMaker Pro.

    Reconciled post-collection payments and processed refunds and bankruptcies.


Education & Credentxxxxxxls


    Graduate Study, Mathematics, TEXAS A&M UNIVERSITY AT CORPUS CHRISTI Ÿ TX

    B.S. Mathematics, Minor Business &Programming, UPPER XXXXXX UNIVERSITY Ÿ Fayette, XXXXXX


Professional Training & Certifications

    Teaching Certification, 7-12 Mathematics, Xxxxxx Wesleyan College Ÿ Mt Pleasant, XXXXXX

    CTFL Certification (Certified Tester Foundation Level) Ÿ Pragmatic Marketing Certification

    Certified Product Owner Ÿ Certified Scrum Master Ÿ Six Sigma Lean Green Belt Certification

Affilxxxxxxtion/Community Involvement

    Volunteer: Youth Fitness Instructor


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