Carol Rodger has over 20 years of experience in business analysis, testing, and operations roles. She currently works as a Business Analyst at People's Postcode Lottery using Agile methodology. Previously she was a Business Analyst and Test Analyst at Franklin Templeton Investments using Waterfall methodology and held roles at Citigroup, FNZ Wrap UK Ltd, and Mellon European Fund Services.

1. Carol Rodger – Curriculum Vitae
Name: Carol Rodger
Address: 66 Saughtonhall Drive, Edinburgh, EH12 5TL
Phone no: 07742 151205
Email: carol.rodger11@tiscali.co.uk
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Employment History
July 2015–present
People’s Postcode Lottery
Usingmainly Agilemethodology, I currently work as a Business Analystfor People’s Postcode Lottery. I am working on
a number of projects as well as changemanagement. My Projects have included implementing Salesforcefor one of
our teams and implementation of our new website.
Duties included:
 Organisingand takingpartin workshops and meetings with product owners/stakeholders to elicitand
analysebusiness requirements
 Documenting Business Requirements in Requirements Traceability Matrixes and in BusinessRequirements
Documents
 Documenting user Stories in the Jira system
 Organisingand chairingmeetings with key product owners/stakeholders to ensure business requirements are
successfully captured and prioritised by business impactusingtheMoSCoW prioritization method
 Quality checkingDesign Documents provided by vendors to ensure all requirements have been captured
 Mappingout as-is and to-beBusiness Processes usingVisio
 Takingpart in Business Process Map walk-throughs with key Stakeholder groups to ensure they understand
and agree to the new processes mapped in the Visio documents
 Takingpart in Sprint planningand Scrum meetings
 Supporting UAT by analysingproblems identified duringthetesting effort to determine if they are defects
 Providingtesters with support and guidancein their testing efforts
 Providingchangecontrol guidanceand documenting any changes to requirements in Change Request
documents
 Helpingto put in placea BA framework/methodology for new BAs to follow
 Courses:‘QA ManagingProjects in Agilewith Scrum’ and ‘ADM-201: SalesforceAdministration Essentials for
New Admins’
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April 2010–June 2015
Franklin Templeton Investments
Usingmainly Waterfall methodology, I worked for the International TA PMO at Franklin Templeton Investments. I
started as a Test Analystinvolved in testing and supportingthe implementation of a new operating system. I then
became a Business Analystand worked on a major projectto implement a major UK product onto our operating
system, as well as some smaller projects.
January 2014–June 2015
BusinessAnalyst
Duties included:
 Organisingand takingpartin workshops and meetings with product owners/stakeholders to elicitand
analysebusiness requirements
 Documenting Business Requirements in Requirements Traceability Matrixes and in BusinessRequirements
Documents

2.  Organisingand chairing meetings with key product owners/stakeholders to ensure business requirements are
successfully captured and prioritised by business impactusingtheMoSCoW prioritization method
 Quality checkingDesign Documents provided by vendors to ensure all requirements have been captured
 Compiling Target Operating Models to map high-level 'As Is' operations to new 'To Be' operations
 Compiling Business OperatingModels to further define the ‘To Be’ operational tasks and the teams expected
to carry outthose tasks
 Takingpart in 'To Be' Business Process Mappingworkshops with key Subject Matter Experts to map out new
business processes
 Mapping out the new Business Processes in Visio diagrams
 Taking part in Business Process Map walk-throughs with key Stakeholder groups to ensure they understand
and agree to the new processes mapped in the Visio documents
 Determining test scenarios required for User Acceptance Testing (UAT)
 Preparing test scripts required for User Acceptance Testing
 Supporting UAT by analysingproblems identified duringthetesting effort to determine if they are defects
 Providing testers with support and guidancein their testing efforts
 Providing changecontrol guidanceand documenting any changes to requirements in Change Request
documents
April 2010–December 2013
Test Analyst
Duties included:
 Analysing design documents, requirements documents or change request documents to enable the creation
of test scripts
 Creating test scripts to be used to carry out detailed testing of a new operating system, new functionality and
defect fixes
 Carryingout checkingand testing in the test environment to ensure test scripts areaccurate
 Liaisingwith business analysts and key Subject Matter Experts to ensure test scripts areaccurateand easy to
follow
 Gaining detailed knowledge of the new operating system to enableaccurate testing and test scriptcreation
of a wide variety of topics
 Participatingin System Integration Testing and User Acceptance testing
 Leading a team of testers carryingoutUser Acceptance Testing, ensuringaccuratetesting and providing
guidanceand support
 Compiling weekly testing status reports to provide Managers with testing progress and adviseof any defects
detected
 Leading a team from the business carryingoutModel Officetesting, ensuringaccuratetesting and providing
guidanceand support
 Raising systemdefects identified duringtesting phases in Quality Centre
 Managingdefects and liaisingwith systemdevelopers to ensure speedy resolution
 Chairingdaily defect callswith testers and developers to discuss defects raised and track resolution
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November2007–November 2009
Citigroup
On joiningCitigroup I was involved in a projectto develop a box management and dealingsystemfor an external
client.I then worked for a trade processingteam, responsiblefor processingtrades through the fund accounting
system on behalf of three external clients.
June 2008–November 2009
Supervisor,Transaction Control Team
Duties included:
 Supervisingand trainingof team

3.  PreparingDaily Task listfor team
 Dealingwith any staff-related issues as they happen
 Ensuringall tasks arecompleted accurately and in a timely manner
 Monitoringincomingtrades (includingEquities and Bonds,Derivatives,Deposits,FXs) on accountingsystem
and processingin time for various pricingpoints
 Repairingfailed trades
 Processingsubscriptionsand redemptions
 Liaisingwith the external clients to ensure outstandingqueries areresolved in a timely manner and dealing
with any ad-hoc queries from them
 Handlingqueries from other teams and ensuringthey are dealt with in a timely manner
 Overseeing the Risk and Control Self-Assessment for the team
 Resolution of errors and breaches
 Creating procedures for the teams’ tasks
November 2007–June 2008
Team Leader, UnitMatching and DealingTeam
Duties included:
 Supervisingand trainingof team
 Setting objectives for the team
 Dealingwith any staff-related issues as they happen
 Ensuringall tasks arecompleted to prepare for testing phases
 Creating test scripts in order to carry out detailed testing of new system
 Ensuringthat all testingphases arecarried out within the timescales setby the project team
 Ensuringthat all problems and queries areresolved in preparation for system going live
 Creating a Transition Plan detailingtheend state model for the team in preparation for moving from the
Model Officeto Business as Usual
 Ensuringall processes arein placefor system going live
 Testing new updates to the system
 Developing the working procedures necessary for the team
 Creating a trainingplan for new starts
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November2005–November 2007
First New Zealand Wrap UK Ltd
On joiningFNZ I was involved in the development and successful implementation of a Wrap Platformfor an external
clientuntil the system went livein May 2006. I then worked as a Dealer in the Operations Team.
May 2006–November 2007
Dealer
Duties included:
 Monitoringof Platformfor all new business placed
 Producingdealingfaxes and placingdealswith fund managers
 Collating,pricingand completingdeals usingthe Platform
 Resolution of errors and breaches
 Handlingqueries from the external clientand external fund managers
 Trainingand supervision of new staff
November 2005–May 2006
Project Analyst/SystemTester
Duties included:
 Testing new updates to the Wrap Platform
 Supervisinga team of testers from the external clientand dealingeffectively with projectqueries

4.  Developing the working procedures necessary for the Operations Team
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March 1999–November 2005
Mellon European Fund Services
Workingas both a Retail Dealer and Agent Services Administrator,my responsibilitieswere across a broad spectrum
of activities.
February 2002–November 2005
Retail Dealer
Duties included:
 Handlingdeals via telephone/fax/application form/EMX
 Inputting of deals into internal computer system
 Calculatingand checkingmanagers box positions
 Daily pricing of funds
 Producingmonthly BACS tapes for regular savers
 Managingqueries from agents
 Resolution of errors and breaches
 Planningthe workday for the team
March 1999–February 2002
Agent ServicesAdministrator
Duties included:
 IFA databaseadministration
 Providingagents with up to date policy information
 Managingdiverserange of correspondence from agents
 Handlingtelephone queries from agents
 Organising paymentof commission to agents
 Deputising for the team leader and planningthe workday for the team
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January 1999–February 1999
Transco
Temporary employment as officeadministrator
March 1995–December 1999
Scottish Cultural Press (bookpublisher)
Duties included:
 Editingand proof-readingof books
 Marketing and promotional work
 Typesetting and design of books
 Liaising with authors,printers,designers and sales-reps
 Production
 General officeadministration
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5. Education
1991–1994: Napier University, Edinburgh
Degree: BA Publishing
1985–1991: Aberdeen Grammar School
O Grades: English;Maths; Geography; French; Art; Arithmetic; Anatomy, Physiology and Health; Biology;Chemistry;
Physics
Highers: English;Maths; Geography; French
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References
Human Resources
People’s Postcode Lottery
76 George Street
Edinburgh EH2 3BU
Human Resources
Franklin Templeton Investments
5 Morrison Street
Edinburgh EH3 8BH
Human Resources
Citigroup
1st Floor,Holyrood Park House
106 Holyrood Road
Edinburgh EH8 8AS
Human Resources
FNZ Wrap UK Ltd
1 Tanfield
Edinburgh EH3 5DA
Human Resources Department
Mellon European Fund Services
2 Festival Square
Edinburgh EH3 9SU