Excellent analytical and communication skills, project manager with extensive experience in process improvement. Successful automation of management reports and filings for regulatory agencies. Accomplished team builder and problem solver with strong organizational skills. Liaison between vendors and users of HRIS and financial systems.

PROFESSIONAL EXPERIENCE

2009-Current
Lead Business and HRIS Analyst
American National Insurance
Galveston, Texas
Serving as the HRIS Analyst for both HR and Payroll departments utilizing UltiPro Human Capital Management software
  • Administer security rights and access to the HRIS system
  • Primary report writer for HR department, tasked with creating Ad-Hoc reports using Cognos8 (BI), Crystal Reports and direct SQL queries to the databases
  • Maintain the HRIS intranet web-site, providing useful tools and information to employees and managers
  • Provide assistance and training for new systems and processes
  • Project Coordinator for the effort to implement a FMLA time-tracking system
  • Project Coordinator for implementation of new payroll system for subsidiary companies
  • Test and validate system upgrades from vendors
  • Troubleshoot system and report issues and communicate with vendor support when needed
  • Maintain Sharepoint sites to communicate within the HR support team
  • Contributed significantly to the migration of UltiPro HRIS system from .ASP platform to .NET platform
  • Creation of automatic W2 filings export
  • Preparation of open enrollment files for new benefits administration provider
2000-2008
Senior Systems Analyst
AIG - SunAmerica
Houston, Texas
Worked in mutual fund / financial services, gathered and analyzed business requirements and produced reporting and data generating systems. Specifically, the implementation and administration of GCom Solutions' various applications.
  • Led implementation team responsible for updating financial reporting software, replacing manual input system.
  • Organized and managed 8-member team responsible for hardware and software recommendations to management.
  • Drafted business requirement document for new financial reporting system with client, technical team and managers.
  • Defined data requirements and layouts for timely SEC filings and board of directors reporting for over 150 funds.
  • Designed and implemented end-user questionnaire to gather necessary system access requirements, improving quality of analysis and standardization.
  • Liaised with multiple outside banking and data vendors to establish shared data transfer ability.
  • Saved 25% of department’s monthly report preparation time by creating and implementing an automatic Monthly Portfolio of Investments reporting system.
  • Automated Foreign Exchange Collateral system to maintain compliance with fund prospectus guidelines.
1994-2000
Systems Analyst - Senior Fund Accountant
Morgan Stanley / Van Kampen Funds
Houston, Texas
Worked in mutual fund management, automated daily production of NAV’s and implemented accounting systems used in creation of financial reports.
  • Participated in the conversion of in-house accounting system’s data for compatibility with State Street Bank’s systems.
  • Managed full project life-cycle: planning, development, testing and user acceptance for accounting system migration.
  • Coordinated parallel testing of new accounting systems and updated releases to maintain data integrity.
  • Developed and documented new procedures to automate the posting of journal entries into accounting systems.
  • Interacted with end-users, technical team and management to evaluate their specifications and requirements to meet deadlines and stay in budget.
1993-1994
Cash Management Assistant
Morgan Stanley / Van Kampen Funds
Houston, Texas
Worked in mutual fund management, providing time critical data to the trading floor and the fund investment managers.
  • Prepared and distributed daily cash availability reports for on-site commodity and stock trading department.
  • Streamlined internal quality control process to verify accuracy of commodity and stock transaction tickets.
  • Communicated with outside brokerage representatives to reconcile differences between trade tickets and executed transactions.

EDUCATION

Bachelor of Science, Accounting, University of Houston, Houston, Texas

TECHNICAL EXPERIENCE

  • High proficiency in MS Office with a focus on Excel and Visual Basic for Applications
  • Administrator for Gcom2 Solutions – FundSuite
  • Administrator for Ultimate Software - UltiPro

TECHNICAL SKILLS

  • Reading and writing VBA code for Excel High level of proficiency with MS Excel (Pivot Tables, VLookUp, Macros)
  • Leveraging Excel to access databases using Microsoft Query
  • Read SQL and perform troubleshooting on scripts
  • Designed and maintained spreadsheets to reduce the amount of manual calculations and repetitive data entry
  • Admin for Gcom2 solutions (now owned by Bowne) application Fund Suite: installation and testing of updates and service packs maintained user ID’s, defined access levels, roles, and general security levels created and executed import / export templates to move data in and out of the Gcom system responsible for day to day report modifications
  • Created excel reports for Sr. Management and S.E.C. audits
  • Utilize ‘Software Development Life Cycle’ applications - handshake between business user and developers necessary to maintain SOX compliance when changing production code.
  • Responsible for migrating code and report changes from DEV to QA to Production servers
  • Supporting remote users using Remote desktop utilities (NetOp, GotoMeeting, etc)
  • SQL Server Management Studio - execute scripts from developers to apply fixes, changes and updates to databases
  • Versed in Cognos7, Cognos8 and Crystal Reports. Using Cognos Server Administration to setup and maintain users’ access to Cognos Web and deploy reports via email or newsboxes online.