Business Analyst - various clients

Linebarger, Goggan, Blair and Sampson – Business Analyst

• Documented work flows for the Current lien system
• Developed specs for a new lien system
• Assisted with changing specs on current interface programs to ensure correct billing and noticing.

Appraisal Collection Technologies Inc (A software development company) – Business Analyst

• Assisted in the implementation of tax management software for Harris County.
• Performed extensive lockbox testing.  This entailed writing a program in VBA to reconcile one day of legacy systems receipts to ACT receipts. 
• Lockbox testing included testing the mortgage payments process as well as the credit card process. 
• Documented the design specs for several system interfaces including Litigation, Bankruptcy, and Billing. 
• Performed reconciliations of HCAD data and reports to ACT table data loaded form the HCAD process.
• Performed production support predominately in the areas of Lockbox, Mortgage Company Requests, and Tax Disbursements (TAXLEDGE).
• Supported data conversion process by providing high level requirements diagrams in Visio.
• Supported regression test procedures.

Gen VMX Inc. (A startup labor management company) – Business Analyst

• Developed implementation and project management templates to deliver services from a web based platform to various client sites. 
• Directed implementations of new client site.
• Revamped internal procedures between departments to insure timely delivery of services.
• Provided training and coaching to staff in project management and customer service.

Financial Analyst

• Performed market and financial analysis of concepts, platforms, and IT products that were internally developed.   
• Areas of the analysis included market demand, segment demand, model pricing assumptions and model volume assumptions as well as financial analysis.
• Performed process evaluation and proposed process improvements and process reengineering of corporate financial systems and procedures for high level SAP design and development
• Assisted in developing and designing reports and departmental G/L procedures for the Account Ownership Project.
• Project Lead for the implementation of a time tracking system across multiple regions.
• Project Lead for EES SAP evaluation to ensure that the Enron wide SAP design accommodated EES Book, Team, and Project reporting requirements.
• Project Lead in developing and implementing a monthly power income statement.
• Developed revenue models and project plans for various product concepts and network deals.

• Assisted with preparation and consolidation of financial statements including Income Statement, Balance Sheet, and Cash Flow Statement.                                                                                            
• Developed income and cash flow business models.
• Coordinated and supervised production of monthly financial statements.
• Developed and monitored monthly budgets (earnings and cash).                                                   
• Proposed and performed process improvements to data entry, schedule preparation and presentation for check transactions.
• Managed staff in design and development of cost system for construction management control and reporting application.  This project included workflow design, process design, form design, report design, change management and training.
• Managed a purchasing department and implemented new procedures to help track purchases, inventory and cash flow.
• Demonstrated computer software.
• Conducted product-training classes.

• Managed audit teams, which performed audits and analysis of branch office operations.
• Assisted in supervising and training new personnel.

• Supervised and reviewed staff audit work and documentation.
• Reviewed and documented internal control and accounting procedures.
• Evaluated operating result using analytical review procedures.
• Performed substantive testing of public and private company’s financial statements.

• Managing Change
• Bottom Line Project Leadership
• Mangers Universe  (Team building and Decision Making)
• Managing for Effectiveness
• Effective Interviewing

• Essbase 5 Fundamentals Training Course
• Data Modeling 5.2 Overview Training
• Access 97 Advanced Queries
• Mastering MS Access
• Logical Deal Flow

• Conceptual Selling
• Effective Negotiating
• Compelling and Captivating Presentations

• Due diligence for Mergers and Acquisitions
• Applied Corporate Finance
• Mark to Market Accounting

• Basics of Risk Management
• Derivatives I: An Introduction
• Derivatives II: Advanced Marketing and Structuring
• Derivatives III: Advanced Derivatives and Structuring
• Power Marketing