Candidates About

Sunny

SUMMARY OF EXPERIENCE

• Project management and financial/business/data/process analysis experience in diverse business settings
• Thrive on business intelligence projects that improve operational processes and financial/strategic position
• Skilled at solving complex problems and implementing solutions
• Proficient at:         Enterprise business, data, process and system analysis, Business Objects, OBIEE, Spotfire, Tableau, Hyperion Essbase, SharePoint, Excel, VBA, SQL, Toad, MS Project, Visio, BPMN, Agile, Oracle, Planview

PROFESSIONAL EXPERIENCE

Lead Business Analyst, Worldwide biotechnology company, Waltham, MA

2012-Present

• Partnered with business, data management and architecture teams to develop target vision for metadata and master data for the enterprise data management and reporting program; Created enterprise information model and roadmap
• Analyzed business value and defined project scope
• Led business analysts team to implement a new scalable enterprise reporting process; Investigated root cause of data issues and designed processes to improve data quality
• Facilitated cross functional team meetings; Identified operational process improvement and system enhancements that streamlined reporting processes and improved data accuracy
• Analyzed financial, clinical, human resources data using Business Objects, OBIEE, Spotfire, Toad and Excel; Provided new insights from integrated cross functional data; Proposed short term and long term solutions and plans to harmonize data from source systems
• Presented reports and dashboards to management and recommended action plans based on findings from data analysis
• Coordinated with various business units to drive company wide transformation effort, moving worldwide enterprise resource planning from current state to the new consolidated project planning, financial forecasting, reporting process and tools
• Collaborated with various teams on change management and issue remediation process for source system change notification and downstream system impact analysis
• Supervised contractors, assigned tasks, reviewed deliverables and provided consultation to team members; Trained junior analysts and contractors on processes and tools
• Recommended interim and long term solutions to meet customer’s short term and long term needs
• Created policies, business processes and product/service offerings with business teams

Project Manager/Finance Business Systems Analyst/Enterprise Business Data Analyst, Malpractice Insurance Company, Cambridge, MA

2007-2012

• Participated in the company wide process re-engineering/improvement steering committee and presented findings to the senior management and operational teams to get buy-ins
• Managed internal staff and external vendors on process improvement, systems and operational projects that met customer expectation, timeline, cost and regulatory requirements
• Facilitated discussions with data council to align processes to enterprise data analytics requirements, standardize financial metrics, identify master data and get buy ins on process/data ownership
• Recommended manual and system internal controls to reduce business/financial risks and monitor data quality issues
• Led team to resolve data issues in the financial data mart and ensure accurate financial reporting
• Proposed solutions to integrate custom operational systems and financial system that resulted in timely and improved financial analyses
• Performed complex financial analyses and automated the data collection/formatting processes
• Performed business process mapping/modeling, data mapping, information flow analysis, gap analysis and cost/benefit analysis for clinical coding, financial and BI projects
• Interviewed vendors and reviewed Gartner and various research articles to evaluate financial and analytical products’ functional capabilities and architectural fit; Presented findings to senior management team
• Trained users on new processes and reporting tools

Senior Financial Analyst, BearingPoint, Inc. (formerly KPMG Consulting), Foxboro, MA

2003 – 2007

·         Contributed to the development of the company’s first corporate forward looking 5 years forecasting model to project income statement, balance sheet and cash flow and to support budgeting, planning and long term strategy

·         Identified key drivers and assumptions for financial projection and analyzed market trends

·         Performed various analyses to guide staffing, compensation, resource allocation, engagement contract and cost savings decisions

·         Analyzed performance results and provided commentary on trends

·         Worked with regional controllers on annual budgets and monthly forecast

·         Consolidated worldwide financial results and provided recommendations to senior management team

·         Analyzed planning, forecasting and reporting requirements and collaborated with developers to implement solutions

·         Proposed and assisted in the implementation of a new corporate planning and forecasting system to improve financial analysis and reporting capabilities

·         Automated the planning/forecasting and reporting process using Hyperion, Access and VBA

Senior Financial Reporting Analyst, State Street Research and Management Company, Boston, MA

2001 – 2003

• Managed and coordinated the implementation of a new financial reporting system (SaFIRE)
• Gathered and analyzed business requirements for the company wide initiative to improve operational process using Portal
• Automated and improved the information gathering process for SEC filings and shareholder's reports
• Resolved audit issues with the investment administration and operations, corporate finance, legal and marketing departments 
• Prepared financial statements in accordance with GAAP

Auditor, KPMG LLP, Boston, MA

1999 - 2001

Clients: Putnam Investments, Evergreen Funds, TD Bank, Bank of America, Aetna

• Interviewed clients and documented business strategies, business processes and internal controls
• Identified internal controls and business risks
• Analyzed income statement, balance sheet and cash flow for 10Q and 10K reporting
• Supervised and coached assistant auditors

EDUCATION

Boston University, MS in Computer Information System with Database Management and Business Intelligence concentration

Syracuse University, BS in Accounting and MIS (cum laude)

Villanova University, Master Certificate courses: Six Sigma Green Belt, Lean Six Sigma, Advanced Business Intelligence and Data Architecture

Enterprise Data World conference seminars: Master Data Management, Reference Data

TDWI: Business Analytics, Intangible Metrics, Data Modeling, and Business Intelligence system requirements

Certified Public Accountant (CPA) in Massachusetts

Certified Scrum Product Owner (CSPO)

PROFESSIONAL ASSOCIATIONS

Project Management Institute (PMI)

International Institute of Business Analysis (IIBA)

Massachusetts Society of Certified Public Accountant (CPA)

The Data Warehouse Institute (TDWI)