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WORK EXPERIENCE
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January 2006 - December 2007
Business Analyst
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Highmark, Inc.
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Pittsburgh, Pennsylvania
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- Responsible for the extraction of membership information and the transmission of data to outside vendors, third party administrators and internal departments within Highmark.
- Responsible for the analysis of business requirements, preparation and presentation of functional designs, preparation and execution of system test plans (positive, negative and regression testing) and post implementation review.
- Utilize Microsoft Access and Macro 4 Insync applications to analyze membership information on various outbound files to ensure data integrity.
- Supports ongoing relationship with vendors, third party administrators and internal departments by providing business and technical expertise to resolve issues with outbound files.
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April 1984 - November 1986
Branch Area Controller
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Manufacturers Hanover Trust Co.
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New York, New York
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- Responsible for monitoring actual performance of branch office operations and financial market analysis.
- Accountable for analyzing variances (Actual vs. Plan) on a monthly basis to Senior Management.
- Developed a computerized profit plan, acting as liaison between management and marketing.
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June 1982 - March 1984
Assistant Service Manager
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Manufacturers Hanover Trust Co.
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New York, New York
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- Supervised the clerical staff under the direction of the Operations Officer.
- Actively supervised the training of new employees.
- Responsible for investigating, researching and resolving all out of balance conditions within the branch.
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August 1981 - May 1982
Management Training Program
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Manufacturers Hanover Trust Co.
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New York, New York
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- One-year training program to learn all phases of branch operations and customer service within the Retail Bank Sector.
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August 2003 - December 2005
Principal
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TL Consulting
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Pittsburgh, Pennsylvania
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- Collaborated with business owners to translate their business needs into solutions by utilizing technology.
- Provided support to the user community to ensure that software applications meet their requirements.
- Conducted training and support for on-line banking, Intuit QuickBooks and Microsoft Office software.
- Provided on-site software training to educate small business owners.
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April 2001 - July 2002
Director of Executive Benefits
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The Todd Organization
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Pittsburgh, Pennsylvania
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- Planned, directed and coordinated client activities to ensure strategic goals and objectives were met or exceed within established parameters.
- Developed a Microsoft Access database to manage the peer review process that reduces the number of output errors by 25%.
- Acted as a project Manager for migrating 33 non-qualified deferred compensation plans to a new third party administrator.
- Designed and managed the Request for Proposal (RFP) for clients? 401 (k) vendor selection process; release RFP to the vendor community; and evaluate RFP responses.
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December 1999 - March 2001
Vice President, Manager of Special Assets
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PNC Financial Services Group
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Pittsburgh, Pennsylvania
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- Managed the fiduciary responsibilities of $1,100,000,000 of Special Assets.
- Directed staff to maintain disciplined financial controls, risk management controls and regulatory compliance.
- Increased valuation percentage completion of these Special Assets from 31% t0 85%.
- Supervised outsourced contract services valued at $2,000,000.
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April 1997 - November 1999
Vice President, Manager of Incentive Program Administration
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PNC Financial Services Group
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Pittsburgh, Pennsylvania
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- Administered ten incentive compensation programs valued at $15,000,000.
- Acted as a Project Manager responsible for the development of all incentive compensation programs.
- Developed detail incentive compensation analysis reports to measure incentive programs effectiveness.
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July 1993 - March 1997
Assistant Vice President, Bank Operations Project Manager
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PNC Financial Services Group
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Pittsburgh, Pennsylvania
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- Developed new and enhanced applications and systems for bank operations.
- Documented consolidations, mergers, and acquisitions strategies technologies
- Project Team Leader that successfully implemented Check Imaging Project.
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August 1988 - June 1993
Deposit Conversion Coordinator
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Fiserv, Inc
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Pittsburgh, Pennsylvania
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- Coordinated the planning and implementation of Deposit related applications for conversion.
- Successfully converted over 150,000 accounts with balances exceeding 1,000,000,000 dollars.
- Prepared conversion specifications for programmers and built system parameters for new clients.
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December 1986 - July 1988
Assistant Manager, Priority Officer
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Manufacturers Hanover Trust Co.
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New York, New York
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- Responsible for managing our high net worth clients of the Rockefeller Plaza Center Office.
- Provided high level of knowledge of financial services and investments to our most sophisticated clientele.
- Provided demonstration and support for the home/business online banking software called Excel.
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January 2008 - Present
Business Analyst III
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UPMC
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Pittsburgh, Pennsylvania
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- Responsible for creating reports as requested by management to analyze Medicaid, Medicare and Special Needs Plan product and services.
- Analyze business ad hoc reporting requests and develop SQL queries via TOAD for Oracle to obtain the requested information from the data warehouse system.
- Responsible for generating daily, weekly and monthly reports to various individuals within UPMC Health Plan Division.
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