Welcome to my page. It is mostly a vanity page that I own so no one else has my name as the primary URL. But while you’re here you might as well look at my work qualifications.

PROFESSIONAL SUMMARY

Team Leadership, Technology Prowess, Business Acumen. Technology enthusiast and Information Technology professional with 20+ years of leadership and client service excellence. Skilled at end-to-end solution implementation. Able to conceptualize, plan, coordinate and/or implement initiatives that solve client problems, support business initiatives and drive process efficiencies. Excellent communication and interpersonal skills, with keen ability to build professional relationships of trust and mutual respect with Clients, Partners and Vendors. Works effectively across functional groups to build consensus and drive uniform strategy to accomplish business goals.

EXPERTISE

Business Process Optimization ▪ Business Transformation ▪ Business Analysis ▪ Business Process Automation ▪ Project Management ▪ Business and Technical Workflow Management ▪ Application Configuration, Analysis and Testing ▪ Robotic Process Automation ▪ Vendor Management ▪ Client Management ▪ IT Administration

EXPERIENCE

SS&C Technologies, Inc.        2018 – Present

Global technology and operations outsourcing for financial services and health industry

Director Business Systems Analysis, Business Application Services (2021 – Present)

Director leading a staff of 30 to support 100+ clients across 5 business verticals using a blend of proprietary and custom financial services applications and databases to run full-service back office and contact center environments. 

• Led team with a directive to solve complex business challenges with low code/no code automation solutions implemented with a blend of proprietary and 3^rd party software.    
• Consulted and participated in client roadmap, implementation, sales and new client onboarding opportunities
• Directed managers and analysts responsible for support, testing, system configuration, and implementation for the business suite of applications used across internal Business Process Outsourcing (BPO) environment and external client base in Alternative Investment, Brokerage, Retirement and Retail Financial Services.

Manager Business Systems Analysis, Business Application Services (2018 – 2021)

Manager with staff of ten tasked with driving business transformation initiatives with modern technology solutions.  

• Co-led business transformation POC initiatives with key clients and internal business partners to migrate paper-based forms and manual processes with an implementation that automated form recognition, data extraction, data digitization and transformation that enabled full end to end transaction automation.   The initiatives delivered committed FTE savings goals with each implementation, delivering measurable improvements resulting in 90% reduction in manual work inspection for transactions in scope. 
• Revamped and streamlined testing process involving multiple large-scale system/platforms using a mix of process redesign, automation, and transformation of test scripts.  This allowed for the acceleration of testing to facilitate on time and on budget implementations.   
• Led requirements gathering, analysis, design, planning and implementation of complex integrated solutions incorporating BPMN, APIs, HTML, JavaScript, Robotic Process Automation (RPA), Web Services (RESTful and SOAP), XML, JSON, with various record keeping systems.
• Set up division-wide Robotic Process Automation (RPA) team and best practice framework inclusive of: support model for automation initiatives, document templates for requirements gathering and business case creation, design and SOPs.  

DST Systems, Inc. (Acquired by SS&C Technologies, Inc.)                         2017 – 2018

Global technology and operations outsourcing for financial services and health industry

Manager Business Systems Analysis, Business Process Solutions (2017 – 2018)

• Leveraged strong internal business process and application centric knowledge to champion customer needs, as well as assisting in defining product development strategies, objectives, and technology priorities. 
• Tasked with providing technical input on strategic initiatives, addressing systems design, process analysis, and product integration requirements. 
• Successfully established a small internal team capable of developing proof of concept RPA solutions.   
• Led team to 1M+ Revenue contract win for client RPA solution

Boston Financial Data Services (Acquired by DST Systems, Inc.)         2008 – 2017

DST Systems, Inc., and State Street Bank Joint Venture -Transfer Agency Services Provider

Tech/Product Support Manager, Desktop Solutions (2014 – 2017)

• Partnered with technical teams and business resources for solution scoping/development, business analysis, process improvement and technology product enablement, and delivery of solution alternatives for review.
• Developed business models using requirements such as scope, alternatives, process and risks.
• Analyzed submitted initiatives through document analysis, interviews, workshops and business process modeling.
• Actively led, facilitated, and participated in process improvement & architectural development sessions
• Ran multiple cross team projects to migrate legacy technology solutions to modern implementations and infrastructure.
• Ran team of resources performing remote client consulting engagements

Senior Business Analyst, Desktop Solutions (2011 – 2014)

Analyzed business problems to identify technological solutions, as well as provided product knowledge/consulting, application support, application configuration and testing assistance/oversight.  

• Consistently identified, presented, and implemented improvements to business and technical processes
• Conducted interviews with key business users for requirement gathering on business processes and user stories
• Mapped processes and performed gap analysis
• Prepared business models, flowcharts, diagrams and wireframes.
• Prototyped possible functionality to confirm feasibility
• Assessed the impact of change on business processes, users and stakeholders
• Developed and conducted training sessions and workshops for each major implementation project
• Designed, prepared, and facilitated user acceptance testing for implementations
• Provided billable remote client consulting services to review, analyze and implement end to end business process solutions
• Designed and implemented cross platform solution integrating primary workflow and image database with remote client CRM Instance via API integration.  Shared success story at industry conference.  

Business Analyst, Desktop Solutions (2008 – 2011)

Utilized business knowledge and understanding of applications to troubleshoot and resolve issues, provided application support for over 800 internal associates and more than 50 remote clients nationwide. Gathered client requirements to implement and administer the business applications in order to meet the needs of clients.

SOAdesk 2007 – 2008

Solutions Consultant

Provided client-side integration and automation of applications and workflows to simplify user desktops and business processes using desktop automation software

Jadium Technologies           2004 – 2008

Owner / Consultant

Provided comprehensive IT consulting solutions, on-site and remote computer support, and computer training to small businesses and residences nationwide.

Meierhoffer Funeral Home and Crematory 2000 – 2008

IT Director (2002- 2008)

Network Administrator (2000- 2001)

Responsible for planning, coordinating, implementing and administering all IT processes and policies company-wide. 

• Provided 24/7 Administration for a Domain that encompassed 50+ workstations, 5 servers, 6 locations and 3 states
• Migrated domain from NT4 to Windows 2003 with zero downtime during business hours
• Designed and implemented disaster recovery process increasing backup storage space by 200%, reducing backup time by 60%, incorporated off-site backups, and achieved 0% loss of critical user and program files
• Created and implemented IT documentation scheme
• Head of planning, support, and implementation of IT technology and infrastructure in a new 35,000 Sq. Ft. building. 
• Migrated three companies IT infrastructures into a single domain and WAN
• Coordinated all IT business relations with outside vendors

SKILLSET

Applications

Technical

APIs (RESTful and SOAP )	XML	SQL
JSON	HTML	JavaScript
VBScript	OCR/OCR

EDUCATION

Missouri Western State University    1998 – 2002

B.S., Management             Saint Joseph, MO