Senior Business Analyst / Data Analyst
TECHNICAL EXPERIENCE
 Writing Queries using SQL Language
 Audit Command Language (ACL)
 Crystal Reports
 Six Sigma Green Belt - DMAIC
 Project Documentation and Data mapping
 Access
 Excel
 PowerPoint
 Minitab
 Visio
 Author Business requirements/assist IT team to translate into technical Specs
 Enkata
 Telelogic Doors 8.1 Application
 Microsoft Outlook
 Lotus Notes
 Teradata
 Oracle
 TOAD
 In$ight
 Hyperion
 SQL Developer
 SQL Server Management Studio
PROFESSIONAL EXPERIENCE
5/2014 – Present - Bank of America – Associate - Charlotte, NC
Vice President; Technology Manager − Business Technology Analyst
 Facilitate and coordinate Projects across Technology and Lines of Business
to ensure accuracy and smooth transitions
 Create/analyze/edit a high volume of documentation
 Monitor/enforce appropriate project processes
 Liaison between Business Partners, Development and Testing teams to ensure
successful project development and implementation
 Attends and/or facilitates workshops such as Requirements and JAD sessions
 Actively participates in and leads team development initiatives as needed in
PM’s absence.
 Support Line of Business partners in understanding and refining business
requirements.
 Perform data mapping, data transformation and all testing and issue
resolution activities throughout the project lifecycle including production
support
 Document Business requirements and functional specs as needed
Susan Ordasz
10808 Peddlers CT
Davidson, NC 28036
704 999 2243
Susan.ordasz@gmail.com
12/2013 – 5/2014 – Bank of America – Contactor - TEKsystems - On Site at Bank of America
Technical Business Analyst
 Create/analyze/edit a high volume of documentation
 Monitor/enforce appropriate project processes
 Liaison between Business Partners, Development and Testing teams to ensure
successful project development and implementation
 Attends and/or facilitates workshops such as Requirements and JAD sessions
 Actively participates in and leads team development initiatives as needed in
PM’s absence.
 Support Line of Business partners in understanding and refining business
requirements.
 Perform data mapping, data transformation and all testing and issue
resolution activities throughout the project lifecycle including production
support
 Document Business requirements and functional specs as needed
11/2012-11/2013- Wells Fargo – Contractor – Charlotte, NC
Business Systems Consultant
 Write Functional Systems Document(FSD) for LOB call data reporting based
on Business Requirements
 Write queries using SQL to extract and analyze data from Relational
databases
 Can perform business analyst, testing analyst, and support analyst roles in an
effective capacity
 Develop historical reporting in Hyperion
 Build templates/workspaces in Real time reporting CCPulse application
 Perform production validation of reporting
 Support Line of Business partners in understanding/troubleshooting reporting
 Actively participates in and leads team development initiatives as needed in
PM’s absence.
10/2011-11/2012 - Bank of America – Associate - Charlotte, NC
Senior Business Analyst – BASEL – ECM
 Actively participates in and leads team development initiatives for Line of
Business reporting
 Write queries using SQL to extract and analyze data from Relational
databases
 Perform data mapping, data transformation and all testing and issue
resolution activities throughout the project lifecycle including production
support
 Actively participates in and leads team development initiatives
 Participates in production support turnover.
 Can perform business analyst, testing analyst, and support analyst roles in an
effective capacity.
7/2009-9/2011 - Bank of America – Associate - Charlotte, NC
Senior Business Analyst / Data Analyst
 Actively participates in and leads team development initiatives for
Countrywide transition and Merrill Lynch to FDW (Financial Data
Warehouse).
 Write queries using SQL to extract and analyze data from Relational
databases
 Perform data mapping, data transformation and all testing and issue
resolution activities throughout the project lifecycle including production
support
 Data and Product mapping for Countrywide to FDW on Bank of America for
reporting for FTP, Regulatory and Tax reporting
 Actively participates in and leads team development initiatives as needed in
PM’s absence.
 Participates in production support turnover.
 Can perform business analyst, testing analyst, and support analyst roles in an
effective capacity.
 Has the ability to take control of complex project/ support-related issues and
drive to resolution.
 Participates as needed in SIT and UAT testing and sign-off.
 Ensures all requirements are thorough, measurable and traceable.
 Performed and addressed any issues related to SIT2 and UAT testing for
LaSalle, Countrywide, and Merrill Lynch model transitions for FDW
 Supports FDW BAU and Production teams for issue analysis and resolution
 Perform financial reconciliation between FDW and In$ight by company, cost
center and general ledger
04/2008 – 7/2009 Bank of America – Contractor Charlotte, NC
Senior Business Analyst / Data Analyst
 Actively participates in and leads team development initiatives for
countrywide transition and Merrill Lynch to FDW (Financial Data Warehouse).
 Write queries using SQL to extract and analyze data from Relational
databases
 Perform data mapping, data transformation and all testing and issue
resolution activities throughout the project lifecycle including production
support
 Data and Product mapping for Countrywide to FDW on Bank of America for
reporting for FTP, Regulatory and Tax reporting
 Attends project kickoff meeting.
 Attends project core team meetings.
 Documents business requirements.
 Provides backup support to PM as needed in PM’s absence.
 Participates in production support turnover.
 Can perform business analyst, testing analyst, and support analyst roles in an
effective capacity.
 Has the ability to take control of complex project/ support-related issues and
drive to resolution.
 Participates as needed in SIT and UAT testing and sign-off.
 Ensures all requirements are thorough, measurable and traceable.
 Performed and addressed any issues related to SIT2 and UAT testing for
LaSalle and Countrywide Model transition for FDW
12/2007 – 3/2008 Bank of America – Contractor Charlotte, NC
Senior Business Analyst
 Actively participates in and leads team development initiatives for LaSalle
transition to PMRR.
 Write queries using SQL to extract and analyze data from Relational
databases
 Can perform business analyst, testing analyst, and support analyst roles in an
effective capacity.
 Data and Product mapping for LaSalle to Bank of America consumer
products
 Attends project kickoff meeting.
 Attends project core team meetings.
 Documents business requirements.
 Provides backup support to PM as needed in PM’s absence.
 Participates in production support turnover.
 Can perform business analyst, testing analyst, and support analyst roles in an
effective capacity.
 Has the ability to take control of complex project/ support-related issues and
drive to resolution.
 Participates as needed in SIT and UAT testing and sign-off.
 Engages business team and facilitates requirements gathering sessions.
 Documents business requirements.
 Ensures all requirements are thorough, measurable and traceable.
 Conducts requirements walkthrough and review sessions with appropriate
project (Business and Technical) team members.
12/2006 – 12/2007 Wachovia - Contractor Charlotte, NC
Senior Business Analyst
 Mentors team members on processes and procedures, as well as system
overviews and training.
 Actively participates in and leads team development initiatives.
 Completes tasks independently with minimal to no supervision.
 Gives presentations and provides updates as appropriate to senior level
management.
 Articulates a thorough understanding of project objectives and scope.
 Performs consistently on complex projects.
 Is actively sought after as a resource on complex or high-profile projects.
 Can perform business analyst, testing analyst, and support analyst roles in an
effective capacity.
 Has the ability to take control of complex project/ support-related issues and
drive to resolution.
 Exudes confidence from the business sponsors as well as the IT teams.
 Provides guidance on strategy and direction.
 Participates effectively on projects/support regardless of the application(s)
involved and limitations of prior experience.
 Attends project kickoff meeting.
 Attends project core team meetings.
 Engages business team and facilitates requirements gathering sessions.
 Documents business requirements.
 Ensures all requirements are thorough, measurable and traceable.
 Conducts requirements walkthrough and review sessions with appropriate
project (Business and Technical) team members.
 Interfaces with business contacts to facilitate signoff’s as appropriate.
 Provides consultation and sign-off on functional designs.
 Ensures high-level test criteria have been identified and that they correlate
back to specific requirements.
 Participates as needed in UAT testing and sign-off.
 Provides sign-off on appropriate project testing documentation (i.e. test plans,
scripts, validation, etc.).
 Participates in change control review and approval process.
 Ensures approved change controls are integrated into the requirements
document.
 Takes ownership of the escalation and resolution of issues.
 Provides backup support to PM as needed in PM’s absence.
 Participates in production support turnover.
 Provides post-project consultative services to Support team.
 Participates in post-implementation Lessons Learned.
4/2005 – 11/2006 CIGNAINC. Charlotte, NC
Business Project Sr. Analyst
 Write queries using SQL to extract and analyze data from the Data
Warehouse for defect tracking and trending to support process improvement
initiatives
 Trend Monthly and month over month rework Trends to report to the AA team
and Site level
 Collaborates with business partners and establishes relationships/ builds and
fosters rapport
 Facilitates and plans project meetings
 Verification through testing that SOP Documents and System updates are
accurate and complete
 Analyze defect results for account, site and individual Processor performance
by extensively utilizing Access and writing queries (SQL).
 Provide information for quality improvement initiatives to Quality Team weekly
 Standard reporting on a monthly basis and ad hoc reporting as requested
 Create and distribute flow charts, process maps, cause and effect diagrams,
Pareto charts, histograms and other process improvement documents as
required utilizing Minitab
 Analyze data to support the implementation of customer centric quality
 Work across peer network to ensure consistent use of tools and processes,
i.e. Enkata, Access, Excel, Convergys, CAA Data mart, Minitab for Call and
Claim Operations
 Support process improvement efforts led by the CQID and PIM
 Link defect results to business performance and continuous improvement
opportunities
 Identify and work with quality leaders to remove barriers that slow or prevent
the successful attainment of defect reduction and quality goals
 Achieve improved service for customers and members through
communication and Documentation
 Promote and maintain positive team relationships with internal and matrix
partners to achieve improved service levels
 Create willing environment by sharing best practices across all boundaries
throughout the organization
 Influence and motivate front line staff to continually improve response rates
and quality
 Six Sigma Green Belt
 Coordinate and manage Six Sigma Green Belt Project and team– reducing
rework
 Acts as liaison between development and testing teams
 Works with team on actions plans to meet aggressive deadlines
2004 – 4/2005 AETNA INC., Middletown, CT
Senior Consultant
 Map data fields from production system to the Data Warehouse to form
additional data stores to be used for Compliance reporting and analysis
 Build queries using SQL to extract data from the Data Warehouse to perform
Data Mining activities to determine any potential compliance issues regarding
State LPI (Late payment interest) and to identify potential solutions to prevent
future fines and penalties from the various States.
 Analyze the data to determine root cause related of issues related t o quality
of claim payments to determine potential solutions
 Build/maintain databases utilizing Access and Audit Command Language
(ACL)
 Write queries using SQL Language to extract and analyze data utilizing a
relational database called ACL along wit h Access
 Report/graphics production utilizing Crystal reports, PowerPoint and Access,
DAF (Data Access Facility)
 Establish and analyze workflow processes and data quality auditing from
claim systems and data warehouse.
 Audit, identify and address data quality issues utilizing ACL and various claim
and financial systems, work with IT to improve data
 Gather requests from Compliance for State LPI reporting and finalize state
reporting by deadlines specified by legislation of the State involved
 Write business requirements for data requests and work with IT to translate
into technical Specifications for data analysis
 Document specifications and processes
 Leads or acts as a business technical expert with the planning, development
and validation of detail plans and strategies
 Provides leadership/coaching/mentoring to Consultants
 Coordinates workflow with project team for projects and consultants to insure
deadlines are met
 Influences changes/enhancements to business processes, policies, and
system infrastructure to improve information quality, availability and access
 Translates complex data into constructive data and information and makes
recommendations
 Illustrates complex information in a clear concise manner
 Provide workgroup support on complex projects
3/2002 – 2004 AETNA INC., Middletown, CT
Consultant
 Build/maintain databases utilizing Access and Audit Command Language
(ACL)
 Report/graphics production utilizing Crystal reports, PowerPoint and Access
 Establish and analyze workflow processes and data quality auditing from
claim systems and data warehouse.
 Audit, identify and address data quality issues utilizing ACL and various claim
and financial systems
 Gather requests from Compliance and translate business requirements into
specifications for information products
 Document specifications and processes
10/1994 – 3/2002 MEDSPAN HEALTH OPTIONS, INC., Hartford, CT
Financial Support Specialist
 Analyze insurance claims to determine extent of carrier's liability and settled
claims in accordance with policy provisions. Generate Aggregate and
Specific reports for all self-insured clients at 50% of deductible.
 Compile Aggregate filings for self-insured clients on a monthly basis.
 Reconcile specific and aggregate premium for all self-insured businesses.
 Update LuminX operating system with renewal information.
 File monthly specific claims to carriers. Reconcile and post stoploss
reimbursements received from carriers to the general ledger.
 Follow-up with carriers on a weekly basis on the status of all outstanding
claims. Responsible for coordinating and assisting third party audits for
aggregate claims.
 File and reconciling claims and premium for Commercial business.
 File and reconcile claims and premiums to Connecticut Small Employer
Health Reinsurance Pool, as well as reconciling claims for Medicare
reinsurance.
 Assist underwriting with generating stoploss reporting for renewals.
 Produce monthly premium billing for HMO commercial and self funded
clients.
 Analyze and update LuminX with group renewal information for both
commercial and self-insured clients. Coordinate with Eligibility and Sales to
insure accuracy of renewal and billing.
 Resolve financial disputes related to premium billing, collections and eligibility
for both clients and brokers.
 Assist internal and external customers through the financial services phone
line.
Key Accomplishments:
 Developed, implemented, and documented accounts payable system for
commission payments.
 Authored a departmental manual for training and management purposes for
stoploss procedures for both HMO and PPO lines of business.
 Developed, implemented reporting through Medical Economic for HMO and
Medicare lines of business.
 Received a special recognition award for teamwork and integrity for work on
a multi departmental project.
2/1992 – 10/1994 DIVERSIFIED GROUP BROKERAGE, Marlborough, CT
Third Party Administrator
Claims Processor
 Analyzed/processed medical claims for self funded clients using ICD9, CPT4
and HCPC coding.
10/1984 – 2/1992 CIGNA, Bristol, CT
Trainer/Auditor Quality Assurance
 Analyzed/processed medical claims for indemnity and HMO lines of business
using ICD9, CPT4 and HCPC coding.
 Acted as a role model and mentor for new trainees engaged in on-the-job
training.
 Developed and implemented training workshops for Benefit Analysts on a
monthly basis.
 Audited 25% claims processed on a weekly basis.
 Analyzed audit results for each Benefit Analyst and reported results and
trends to management teams.
 Responsible for coordinating and assisting third party audits for clients.
 Developed and documented training procedures.
EDUCATION/TRAINING
 LEWIS S MILLS REGIONAL HIGH SCHOOL, Burlington, CT, 1976
 BUSINESS ANALYSIS FUNDAMENTALS (2007)
 COMPONENTS OF BUSINESS ANALYSIS (2007)
 TELELOGIC DOORS/SYNERGY END USER TRAINING (2007)
 LEADING EFFECTIVE BUSINESS MEETINGS (2007)
 ANALYZING PROCESS CAPABILITY
 ASSOCIATE DEGREE IN BUSINESS ADMINISTRATION (2010)
CERTIFICATION
 LOMA Intro to Managed Care
 Green Belt Six Sigma Certification
COMMUNITY SERVICE
 Emergency Medical Technician (1979 - 1989)
Harwinton Volunteer Ambulance, Harwinton CT
 Emergency Medical Technician (1989 - 2005)
Wethersfield Volunteer Ambulance, Wethersfield CT
 Coach Cheerleading (2001)
Rocky Hill-Wethersfield Youth Football and Cheerleading League
 Autism Speaks Organization (2007)
 Member IIBA (International Institute of Business Analysts) Charlotte Chapter
(2007)
 Cox Mill High School Athletic Booster Club – Fundraiser Chair/various
volunteer activities (2009- 2012)

Ordasz_Susan updated 05_2014

  • 1.
    Senior Business Analyst/ Data Analyst TECHNICAL EXPERIENCE  Writing Queries using SQL Language  Audit Command Language (ACL)  Crystal Reports  Six Sigma Green Belt - DMAIC  Project Documentation and Data mapping  Access  Excel  PowerPoint  Minitab  Visio  Author Business requirements/assist IT team to translate into technical Specs  Enkata  Telelogic Doors 8.1 Application  Microsoft Outlook  Lotus Notes  Teradata  Oracle  TOAD  In$ight  Hyperion  SQL Developer  SQL Server Management Studio PROFESSIONAL EXPERIENCE 5/2014 – Present - Bank of America – Associate - Charlotte, NC Vice President; Technology Manager − Business Technology Analyst  Facilitate and coordinate Projects across Technology and Lines of Business to ensure accuracy and smooth transitions  Create/analyze/edit a high volume of documentation  Monitor/enforce appropriate project processes  Liaison between Business Partners, Development and Testing teams to ensure successful project development and implementation  Attends and/or facilitates workshops such as Requirements and JAD sessions  Actively participates in and leads team development initiatives as needed in PM’s absence.  Support Line of Business partners in understanding and refining business requirements.  Perform data mapping, data transformation and all testing and issue resolution activities throughout the project lifecycle including production support  Document Business requirements and functional specs as needed Susan Ordasz 10808 Peddlers CT Davidson, NC 28036 704 999 2243 Susan.ordasz@gmail.com
  • 2.
    12/2013 – 5/2014– Bank of America – Contactor - TEKsystems - On Site at Bank of America Technical Business Analyst  Create/analyze/edit a high volume of documentation  Monitor/enforce appropriate project processes  Liaison between Business Partners, Development and Testing teams to ensure successful project development and implementation  Attends and/or facilitates workshops such as Requirements and JAD sessions  Actively participates in and leads team development initiatives as needed in PM’s absence.  Support Line of Business partners in understanding and refining business requirements.  Perform data mapping, data transformation and all testing and issue resolution activities throughout the project lifecycle including production support  Document Business requirements and functional specs as needed 11/2012-11/2013- Wells Fargo – Contractor – Charlotte, NC Business Systems Consultant  Write Functional Systems Document(FSD) for LOB call data reporting based on Business Requirements  Write queries using SQL to extract and analyze data from Relational databases  Can perform business analyst, testing analyst, and support analyst roles in an effective capacity  Develop historical reporting in Hyperion  Build templates/workspaces in Real time reporting CCPulse application  Perform production validation of reporting  Support Line of Business partners in understanding/troubleshooting reporting  Actively participates in and leads team development initiatives as needed in PM’s absence. 10/2011-11/2012 - Bank of America – Associate - Charlotte, NC Senior Business Analyst – BASEL – ECM  Actively participates in and leads team development initiatives for Line of Business reporting  Write queries using SQL to extract and analyze data from Relational databases  Perform data mapping, data transformation and all testing and issue resolution activities throughout the project lifecycle including production support  Actively participates in and leads team development initiatives  Participates in production support turnover.
  • 3.
     Can performbusiness analyst, testing analyst, and support analyst roles in an effective capacity. 7/2009-9/2011 - Bank of America – Associate - Charlotte, NC Senior Business Analyst / Data Analyst  Actively participates in and leads team development initiatives for Countrywide transition and Merrill Lynch to FDW (Financial Data Warehouse).  Write queries using SQL to extract and analyze data from Relational databases  Perform data mapping, data transformation and all testing and issue resolution activities throughout the project lifecycle including production support  Data and Product mapping for Countrywide to FDW on Bank of America for reporting for FTP, Regulatory and Tax reporting  Actively participates in and leads team development initiatives as needed in PM’s absence.  Participates in production support turnover.  Can perform business analyst, testing analyst, and support analyst roles in an effective capacity.  Has the ability to take control of complex project/ support-related issues and drive to resolution.  Participates as needed in SIT and UAT testing and sign-off.  Ensures all requirements are thorough, measurable and traceable.  Performed and addressed any issues related to SIT2 and UAT testing for LaSalle, Countrywide, and Merrill Lynch model transitions for FDW  Supports FDW BAU and Production teams for issue analysis and resolution  Perform financial reconciliation between FDW and In$ight by company, cost center and general ledger 04/2008 – 7/2009 Bank of America – Contractor Charlotte, NC Senior Business Analyst / Data Analyst  Actively participates in and leads team development initiatives for countrywide transition and Merrill Lynch to FDW (Financial Data Warehouse).  Write queries using SQL to extract and analyze data from Relational databases  Perform data mapping, data transformation and all testing and issue resolution activities throughout the project lifecycle including production support  Data and Product mapping for Countrywide to FDW on Bank of America for reporting for FTP, Regulatory and Tax reporting  Attends project kickoff meeting.  Attends project core team meetings.  Documents business requirements.  Provides backup support to PM as needed in PM’s absence.
  • 4.
     Participates inproduction support turnover.  Can perform business analyst, testing analyst, and support analyst roles in an effective capacity.  Has the ability to take control of complex project/ support-related issues and drive to resolution.  Participates as needed in SIT and UAT testing and sign-off.  Ensures all requirements are thorough, measurable and traceable.  Performed and addressed any issues related to SIT2 and UAT testing for LaSalle and Countrywide Model transition for FDW 12/2007 – 3/2008 Bank of America – Contractor Charlotte, NC Senior Business Analyst  Actively participates in and leads team development initiatives for LaSalle transition to PMRR.  Write queries using SQL to extract and analyze data from Relational databases  Can perform business analyst, testing analyst, and support analyst roles in an effective capacity.  Data and Product mapping for LaSalle to Bank of America consumer products  Attends project kickoff meeting.  Attends project core team meetings.  Documents business requirements.  Provides backup support to PM as needed in PM’s absence.  Participates in production support turnover.  Can perform business analyst, testing analyst, and support analyst roles in an effective capacity.  Has the ability to take control of complex project/ support-related issues and drive to resolution.  Participates as needed in SIT and UAT testing and sign-off.  Engages business team and facilitates requirements gathering sessions.  Documents business requirements.  Ensures all requirements are thorough, measurable and traceable.  Conducts requirements walkthrough and review sessions with appropriate project (Business and Technical) team members. 12/2006 – 12/2007 Wachovia - Contractor Charlotte, NC Senior Business Analyst  Mentors team members on processes and procedures, as well as system overviews and training.  Actively participates in and leads team development initiatives.  Completes tasks independently with minimal to no supervision.  Gives presentations and provides updates as appropriate to senior level management.
  • 5.
     Articulates athorough understanding of project objectives and scope.  Performs consistently on complex projects.  Is actively sought after as a resource on complex or high-profile projects.  Can perform business analyst, testing analyst, and support analyst roles in an effective capacity.  Has the ability to take control of complex project/ support-related issues and drive to resolution.  Exudes confidence from the business sponsors as well as the IT teams.  Provides guidance on strategy and direction.  Participates effectively on projects/support regardless of the application(s) involved and limitations of prior experience.  Attends project kickoff meeting.  Attends project core team meetings.  Engages business team and facilitates requirements gathering sessions.  Documents business requirements.  Ensures all requirements are thorough, measurable and traceable.  Conducts requirements walkthrough and review sessions with appropriate project (Business and Technical) team members.  Interfaces with business contacts to facilitate signoff’s as appropriate.  Provides consultation and sign-off on functional designs.  Ensures high-level test criteria have been identified and that they correlate back to specific requirements.  Participates as needed in UAT testing and sign-off.  Provides sign-off on appropriate project testing documentation (i.e. test plans, scripts, validation, etc.).  Participates in change control review and approval process.  Ensures approved change controls are integrated into the requirements document.  Takes ownership of the escalation and resolution of issues.  Provides backup support to PM as needed in PM’s absence.  Participates in production support turnover.  Provides post-project consultative services to Support team.  Participates in post-implementation Lessons Learned. 4/2005 – 11/2006 CIGNAINC. Charlotte, NC Business Project Sr. Analyst  Write queries using SQL to extract and analyze data from the Data Warehouse for defect tracking and trending to support process improvement initiatives  Trend Monthly and month over month rework Trends to report to the AA team and Site level  Collaborates with business partners and establishes relationships/ builds and fosters rapport  Facilitates and plans project meetings  Verification through testing that SOP Documents and System updates are accurate and complete  Analyze defect results for account, site and individual Processor performance by extensively utilizing Access and writing queries (SQL).
  • 6.
     Provide informationfor quality improvement initiatives to Quality Team weekly  Standard reporting on a monthly basis and ad hoc reporting as requested  Create and distribute flow charts, process maps, cause and effect diagrams, Pareto charts, histograms and other process improvement documents as required utilizing Minitab  Analyze data to support the implementation of customer centric quality  Work across peer network to ensure consistent use of tools and processes, i.e. Enkata, Access, Excel, Convergys, CAA Data mart, Minitab for Call and Claim Operations  Support process improvement efforts led by the CQID and PIM  Link defect results to business performance and continuous improvement opportunities  Identify and work with quality leaders to remove barriers that slow or prevent the successful attainment of defect reduction and quality goals  Achieve improved service for customers and members through communication and Documentation  Promote and maintain positive team relationships with internal and matrix partners to achieve improved service levels  Create willing environment by sharing best practices across all boundaries throughout the organization  Influence and motivate front line staff to continually improve response rates and quality  Six Sigma Green Belt  Coordinate and manage Six Sigma Green Belt Project and team– reducing rework  Acts as liaison between development and testing teams  Works with team on actions plans to meet aggressive deadlines 2004 – 4/2005 AETNA INC., Middletown, CT Senior Consultant  Map data fields from production system to the Data Warehouse to form additional data stores to be used for Compliance reporting and analysis  Build queries using SQL to extract data from the Data Warehouse to perform Data Mining activities to determine any potential compliance issues regarding State LPI (Late payment interest) and to identify potential solutions to prevent future fines and penalties from the various States.  Analyze the data to determine root cause related of issues related t o quality of claim payments to determine potential solutions  Build/maintain databases utilizing Access and Audit Command Language (ACL)  Write queries using SQL Language to extract and analyze data utilizing a relational database called ACL along wit h Access  Report/graphics production utilizing Crystal reports, PowerPoint and Access, DAF (Data Access Facility)  Establish and analyze workflow processes and data quality auditing from claim systems and data warehouse.  Audit, identify and address data quality issues utilizing ACL and various claim and financial systems, work with IT to improve data
  • 7.
     Gather requestsfrom Compliance for State LPI reporting and finalize state reporting by deadlines specified by legislation of the State involved  Write business requirements for data requests and work with IT to translate into technical Specifications for data analysis  Document specifications and processes  Leads or acts as a business technical expert with the planning, development and validation of detail plans and strategies  Provides leadership/coaching/mentoring to Consultants  Coordinates workflow with project team for projects and consultants to insure deadlines are met  Influences changes/enhancements to business processes, policies, and system infrastructure to improve information quality, availability and access  Translates complex data into constructive data and information and makes recommendations  Illustrates complex information in a clear concise manner  Provide workgroup support on complex projects 3/2002 – 2004 AETNA INC., Middletown, CT Consultant  Build/maintain databases utilizing Access and Audit Command Language (ACL)  Report/graphics production utilizing Crystal reports, PowerPoint and Access  Establish and analyze workflow processes and data quality auditing from claim systems and data warehouse.  Audit, identify and address data quality issues utilizing ACL and various claim and financial systems  Gather requests from Compliance and translate business requirements into specifications for information products  Document specifications and processes 10/1994 – 3/2002 MEDSPAN HEALTH OPTIONS, INC., Hartford, CT Financial Support Specialist  Analyze insurance claims to determine extent of carrier's liability and settled claims in accordance with policy provisions. Generate Aggregate and Specific reports for all self-insured clients at 50% of deductible.  Compile Aggregate filings for self-insured clients on a monthly basis.  Reconcile specific and aggregate premium for all self-insured businesses.  Update LuminX operating system with renewal information.  File monthly specific claims to carriers. Reconcile and post stoploss reimbursements received from carriers to the general ledger.  Follow-up with carriers on a weekly basis on the status of all outstanding claims. Responsible for coordinating and assisting third party audits for aggregate claims.  File and reconciling claims and premium for Commercial business.  File and reconcile claims and premiums to Connecticut Small Employer Health Reinsurance Pool, as well as reconciling claims for Medicare reinsurance.
  • 8.
     Assist underwritingwith generating stoploss reporting for renewals.  Produce monthly premium billing for HMO commercial and self funded clients.  Analyze and update LuminX with group renewal information for both commercial and self-insured clients. Coordinate with Eligibility and Sales to insure accuracy of renewal and billing.  Resolve financial disputes related to premium billing, collections and eligibility for both clients and brokers.  Assist internal and external customers through the financial services phone line. Key Accomplishments:  Developed, implemented, and documented accounts payable system for commission payments.  Authored a departmental manual for training and management purposes for stoploss procedures for both HMO and PPO lines of business.  Developed, implemented reporting through Medical Economic for HMO and Medicare lines of business.  Received a special recognition award for teamwork and integrity for work on a multi departmental project. 2/1992 – 10/1994 DIVERSIFIED GROUP BROKERAGE, Marlborough, CT Third Party Administrator Claims Processor  Analyzed/processed medical claims for self funded clients using ICD9, CPT4 and HCPC coding. 10/1984 – 2/1992 CIGNA, Bristol, CT Trainer/Auditor Quality Assurance  Analyzed/processed medical claims for indemnity and HMO lines of business using ICD9, CPT4 and HCPC coding.  Acted as a role model and mentor for new trainees engaged in on-the-job training.  Developed and implemented training workshops for Benefit Analysts on a monthly basis.  Audited 25% claims processed on a weekly basis.  Analyzed audit results for each Benefit Analyst and reported results and trends to management teams.  Responsible for coordinating and assisting third party audits for clients.  Developed and documented training procedures. EDUCATION/TRAINING  LEWIS S MILLS REGIONAL HIGH SCHOOL, Burlington, CT, 1976  BUSINESS ANALYSIS FUNDAMENTALS (2007)  COMPONENTS OF BUSINESS ANALYSIS (2007)  TELELOGIC DOORS/SYNERGY END USER TRAINING (2007)
  • 9.
     LEADING EFFECTIVEBUSINESS MEETINGS (2007)  ANALYZING PROCESS CAPABILITY  ASSOCIATE DEGREE IN BUSINESS ADMINISTRATION (2010) CERTIFICATION  LOMA Intro to Managed Care  Green Belt Six Sigma Certification COMMUNITY SERVICE  Emergency Medical Technician (1979 - 1989) Harwinton Volunteer Ambulance, Harwinton CT  Emergency Medical Technician (1989 - 2005) Wethersfield Volunteer Ambulance, Wethersfield CT  Coach Cheerleading (2001) Rocky Hill-Wethersfield Youth Football and Cheerleading League  Autism Speaks Organization (2007)  Member IIBA (International Institute of Business Analysts) Charlotte Chapter (2007)  Cox Mill High School Athletic Booster Club – Fundraiser Chair/various volunteer activities (2009- 2012)