Director of Product

• Feb 2020 - Present

Senior Business Analyst

• Feb 2016 - Jan 2020

Lead BA for Baird Online, our client portal. Presented on Agile and User Experience topics to the Business Analyst community of practice. Influenced and formed training on enterprise-wide process initiatives as part of the Agile Center of Excellence. Coach and Mentor Business Analysts and teams. Lead BA for Baird Online, our client portal. Presented on Agile and User Experience topics to the Business Analyst community of practice. Influenced and formed training on enterprise-wide process initiatives as part of the Agile Center of Excellence. Coach and Mentor Business Analysts and teams.

Scrum Master

• Jun 2015 - Feb 2016

I am working with teams and management to facilitate the optimized application of the Scrum framework throughout software development. Responsible for coaching teams and advising management on best practices and reform. Studying the application of Kanban across practices for optimizing workflows. I am working with teams and management to facilitate the optimized application of the Scrum framework throughout software development. Responsible for coaching teams and advising management on best practices and reform. Studying the application of Kanban across practices for optimizing workflows.

Managed Services Team Lead

• Jan 2014 - Jun 2015

I am particularly proud of forming this team and am currently seeing it through from a necessity to support our clients to a reliable revenue stream. • In November-December of 2013 I recognized the need in our team to more efficiently manage the support requests (low level feature enhancements / bugs / infrastructure problems) that were coming in for applications that we had built. Developers, and entire teams could be pulled from the projects they were working on to dust off a… Show more I am particularly proud of forming this team and am currently seeing it through from a necessity to support our clients to a reliable revenue stream. • In November-December of 2013 I recognized the need in our team to more efficiently manage the support requests (low level feature enhancements / bugs / infrastructure problems) that were coming in for applications that we had built. Developers, and entire teams could be pulled from the projects they were working on to dust off a previous project that needed attention. This was inefficient from a focus standpoint and a disservice to both clients. • Having lobbied for dedicated support team members and getting traction there, I volunteered to lead the team, which started with myself and one developer (I was still half time on other projects). The team has since grown with a second developer and few part time contractors. • I meet weekly with the team to assess how we are doing and implement regular change to our process so that we are continually improving. • I maintain the relationship with our remote contractors to make sure they are getting the hours they are looking for and are having a good experience on the whole. • We assessed and implemented a service desk tool (Jira) that we use to manage incoming requests. • I have refined and communicated the purpose and benefits of the team to sales and participate in selling our team's services.

Product Owner, Development Center

• Jan 2012 - Jun 2015

Utilize Agile Methodologies to manage full life-cycle development of a variety of projects. • Work directly with business stakeholders to gather, analyze and document requirements for features and understand broad level initiatives. • Work directly with business stakeholders to prioritize requirements based on business need and value throughout the life of a project • Work with clients to understand and work within their budgets while managing their expectations as to the… Show more Utilize Agile Methodologies to manage full life-cycle development of a variety of projects. • Work directly with business stakeholders to gather, analyze and document requirements for features and understand broad level initiatives. • Work directly with business stakeholders to prioritize requirements based on business need and value throughout the life of a project • Work with clients to understand and work within their budgets while managing their expectations as to the scope and depth of the features they would be receiving. • Coach and mentor team members in agile practices and business analysis. • Lead discoveries with the intention of understanding not only the product that is being asked for, but also the market that it will compete in, the users that will interact with the software and the differentiation that the product will offer. Consulting with businesses on how their product can succeed in its market is as important as building the product itself. • Continually assess the business objectives of applications and incorporate changes into requirements, features and priorities. • Work closely with our sprint teams to validate software features and work with clients to validate that the features are working for their users.

Business Analyst / Agile Team Member

• Apr 2010 - Jan 2012

• Pioneering member of our pilot agile group, helping to introduce and develop the scrum methodology at Baird. • Facilitated the requirements management and quality assurance for projects including updating Baird’s website, performance reporting, regulatory mailings and workflow software. • Positioned myself as a respected advisor to the business allowing me to assert myself and add value and depth to requirements. • Expanded my skillset with new ways to effectively compile and… Show more • Pioneering member of our pilot agile group, helping to introduce and develop the scrum methodology at Baird. • Facilitated the requirements management and quality assurance for projects including updating Baird’s website, performance reporting, regulatory mailings and workflow software. • Positioned myself as a respected advisor to the business allowing me to assert myself and add value and depth to requirements. • Expanded my skillset with new ways to effectively compile and communicate requirements such as: business process diagramming, user stories and use cases. Show less • Pioneering member of our pilot agile group, helping to introduce and develop the scrum methodology at Baird. • Facilitated the requirements management and quality assurance for projects including updating Baird’s website, performance reporting, regulatory mailings and workflow software. • Positioned myself as a respected advisor to the business allowing me to assert myself and add value and depth to requirements. • Expanded my skillset with new ways to effectively compile and… Show more • Pioneering member of our pilot agile group, helping to introduce and develop the scrum methodology at Baird. • Facilitated the requirements management and quality assurance for projects including updating Baird’s website, performance reporting, regulatory mailings and workflow software. • Positioned myself as a respected advisor to the business allowing me to assert myself and add value and depth to requirements. • Expanded my skillset with new ways to effectively compile and communicate requirements such as: business process diagramming, user stories and use cases. Show less

Business Analyst

• Apr 2007 - Mar 2010

• Gathered requirements for reports which aimed to create efficiencies for the accounting, administration, and tax departments. Performed report testing. • Software upgrade implementation including analysis and customized code changes. • Created interface solutions with external data vendors for incoming data needs and also for outbound transmissions. • Individually elicited and compiled requirements, developed and coordinated the testing for a reconciliation tool which significantly… Show more • Gathered requirements for reports which aimed to create efficiencies for the accounting, administration, and tax departments. Performed report testing. • Software upgrade implementation including analysis and customized code changes. • Created interface solutions with external data vendors for incoming data needs and also for outbound transmissions. • Individually elicited and compiled requirements, developed and coordinated the testing for a reconciliation tool which significantly reduced our exposure to pricing errors that often resulted in financial and intangible losses to the firm. Show less • Gathered requirements for reports which aimed to create efficiencies for the accounting, administration, and tax departments. Performed report testing. • Software upgrade implementation including analysis and customized code changes. • Created interface solutions with external data vendors for incoming data needs and also for outbound transmissions. • Individually elicited and compiled requirements, developed and coordinated the testing for a reconciliation tool which significantly… Show more • Gathered requirements for reports which aimed to create efficiencies for the accounting, administration, and tax departments. Performed report testing. • Software upgrade implementation including analysis and customized code changes. • Created interface solutions with external data vendors for incoming data needs and also for outbound transmissions. • Individually elicited and compiled requirements, developed and coordinated the testing for a reconciliation tool which significantly reduced our exposure to pricing errors that often resulted in financial and intangible losses to the firm. Show less

Mutual Fund Administrator II

• Aug 2004 - Apr 2007

• Completed fund administration and accounting duties such as: daily accounting, annual reporting, expense analysis, SEC filing and compliance testing. • Coordinated audits of financial reports with clients’ external auditors. • Mutual Fund Balancer • Performed audits between transfer agent capital share activity and accounting activity. • Completed fund administration and accounting duties such as: daily accounting, annual reporting, expense analysis, SEC filing and compliance testing. • Coordinated audits of financial reports with clients’ external auditors. • Mutual Fund Balancer • Performed audits between transfer agent capital share activity and accounting activity.