JEFFRY M. SHANK

34 Colony Drive • Hampden, Massachusetts 01036 •  [Send email to request phone number] 66-3102 • E-mail:
ba01036@verizon.net 


PROFILE

Highly motivated and trained IT Professional experienced in Project Management,
Business System Analysis, QA Lead, and Documentation & Training.  Organized,
resourceful, and able to identify opportunities, initiate strategies, and
consistently achieve organizational objectives. Excellent interpersonal skills
including communication, negotiation, and leadership capabilities.



TECHNICAL
Software: Oracle 11i, Oracle 10.7, Vantive, Mercury Kintana, IT Governance,
Mercury Test Director, Mercury Quality Center, PeopleSoft HR, Microsoft – Windows
NT / 2000 / XP, Microsoft Project , Microsoft Share Point, Excel, PowerPoint,
Visio, and Word, Microsoft Office Outlook & Communicator. Micro Strategy 8.
Oracle Discoverer Reporting, Quest Toad Reporting – PL/SQL, Applimation, Novell
ConsoleOne, Novell GroupWise, ProCede V8.5.0, ReservePro RPEE V4.4, TestTrack Pro
V7.5,  SQL Query Analyzer, SAP-ERP, Clarity PPM.

UML: Waterfall, Agile, and Use case

Operating Systems: UNIX Linux Windows

Key Project Areas:
•	Initial Oracle 11i 5.8 implementation.
•	Oracle CRM, E-Business Suite, and TCA modules.
•	Oracle 11i 5.9 upgrade and enhancements. PeopleSoft HR upgrades.
•	Initial design, testing, and cutover of Oracle 11i Financials, Order
Processing.
•	Mercury Test Director Implementation.
•	Implemented new contract and pricing agreements. 
•	Server upgrades and LPAR moves. 
•	Decommissioning and crossover of legacy applications.
•	Oracle 10.7 Financials, Cobra, and Vantive.
•	Call Center automation and customer improvement process.
•	Sales/ Marketing design and implementation of new software application and
process improvement.
•	Interactive and Static Custom Report Generation.
•	Streamlined process for timely and accurate Data Analytics.
•	ProCede V8.5.0 to V8.7.0 Upgrade.
•	ReservePro drive-mapping, triangle, and data enhancements. 
•	Adaptik Policy Writer implementation.
•	Actuarial Finance software/hardware upgrades and implementations.
•	Compliance & Regulatory enhancements.
•	Legal & Compliance policyholder mailings.
•	Creation of Project Management Office standards and IT governance.



PROFESSIONAL EXPERIENCE


Company Confidential                                                            
                               03/08 - Present
Springfield, MA
Business Systems Analyst / Project Lead

•	Provide tactical production support for legacy finance and actuarial
applications.
•	Perform defect resolution in support of legacy finance and actuarial
applications.
•	Project lead for Actuarial Finance purchase of new software application.
•	Project lead for Actuarial Finance implementation of new software
application.
•	Project lead for Compliance regulatory mailings.
•	BA lead for Life Policy defects and upgrades.
•	Create project charters, scope, non-disclosure agreements and vendor request
for proposals / quote.
•	Facilitate vendor software vendor presentations.
•	Create business rules for new and upgraded software applications.
•	Created business process mapping between various business units and policy
holder.
•	Completed IT assessment for hardware to support new Grid computing project.
•	Helped to create BA standards for PMO.
•	Resolve Compliance and Regulatory issues for existing policies in support of
state regulations and statutes.
•	Actively engage Project Management standards and practices.
•	Performed Vendor Risk Analysis for new software applications.
•	Created Cost Benefit Analysis for new and existing software applications and
hardware.
•	Aided creation of Business Requirement Tool’s and Strategy for the PMO.
•	Created Business Case’s for new software / hardware projects.
•	Create Business Specification Documents for defects and projects.
•	Created Service Level Agreements between PMO and IT and between various
Business units and IT.
•	Perform data analytics in support of re-organization of business units.




Travelers Insurance                                                             
                                         9/07 - 3/08
Hartford, CT
SR. Business Analyst

•	Created Use case and Wireframes representing current and future application
functionality.
•	Acted as liaison for SME's, IT and QA departments.
•	Lead JAD sessions with various business partners to define application
requirements and work through technical functionality issues.
•	Identified attributes and attachment rules for 480 Policy Forms.
•	Performed Data mapping and process flow for 1100 Policy attributes.
•	Advised QA on future functionality in creating Regression and UAT test cases.
•	Created Rating attributes and process flow for new application. 
•	Completed one full project cycle.




XL Insurance                                                                    
                                              1/07 - 9/07
Hartford, CT
Consultant – Business Analyst / Project Lead

•	Created Business Specifications, UAT Test Requirements, and Release
Implementation Plans in support of Software Development Life Cycle (SDLC).
•	Maintained all Project documentation per Sarbanes-Oxley and internal auditing
requirements.
•	Tracked Project tasks and provide Latency reporting for monthly release
schedules.
•	Performed data validation and application functionality validation through
System testing in DEV/QA environments.
•	Liaisoned with application vendors and business owners to report and resolve
Production defects.
•	Project Lead for (2) ReservePro defect fixes and (2) enhancements.
•	Project Lead for (6) ProCede defect fixes.
•	Project Lead for Citrix application upgrade for ProCede and ReservePro
business users. 
•	Maintained Training manuals and Process changes.
•	Created and distribute weekly and monthly status reports for the XL IT Group.
•	Created service level agreements (SLA’s) for ProCede and ReservePro
applications and users.
•	Completed (2) full project cycles.
















Ingenix (UHC)                                                                   
                                             6/06 - 1/07
Hartford, CT
Consultant – Business Analyst

•	Performed detailed analysis of system specifications for complex reporting
systems.
•	Completed business analysis including; defining project scope, evaluating
alternatives, assessing cost effectiveness, initiate JAD sessions and designing
business requirements.
•	Acted as Project lead for client deliverables, data quality, and the
management of data.
•	Liaison with Business Partners, Technical and QA teams.
•	Implemented testing strategy and QA processes.
•	Created Analytics for strategic decision making.
•	Technologies; Mercury Quality Center, Microsoft SharePoint, and MicroStrategy
8.





ADVO, Inc.                 		                                                   
                              10/03 - 6/06                                       
 
Windsor, CT
Business Analyst Role
                                                                                
                                
•	Project Lead for converting sales and financial data from three legacy
applications into Oracle.
•	Led discussions with business units to ascertain requirements for
functionality and process modifications or enhancements to software
applications.
•	Presented findings and recommendations to business units following initial
discussions.
•	Created business requirements documentation identifying user needs, budget,
and capacity.
•	Created service level agreements (SLA’s) in support of the business units.
•	Ensured that all project documentation was entered into the project library
for future reference.
•	Advised business unit’s subject matter experts (SME’s) of functionality and
process changes.
•	Updated application training documentation’s with required data.
•	Liaison with the technical team in the creation of technical specifications
and in support of the development process to meet the functional specification
requirements.
•	Provided daily updates to leadership on current projects status.
•	Completed (4) full project cycles.
•	Authored functional specifications based on business requirements; identifying
known and possible impacts on current and future functionality, advising of
options or solutions, identifying known and possible risk, and mapping changes
that could impact other business users process flows.
•	Performed cutover task in the decommissioning of legacy applications following
migration of sales and financial data into Oracle. 
•	Designed and implemented Sarbanes-Oxley business controls upon completion of
external audit to restrict user access to company sensitive data.
•	Defined Change Management processes for roles and responsibilities in
requesting, approving, and implementing changes to application software.   
•	Performed Re-Engineering activities migrating legacy systems into Oracle.


Quality Assurance Role
•	Performed defect resolution using debug procedures to identify and correct
existing application or process defects. If required, created defect requests in
Test Director 8.0 for internal technical resources and/or created a TAR with
Oracle for external technical resources.
•	Created test plans and test sets in Test Director 8.0 to validate fix provided
by technical team and approved migration of fix to production instance upon
validation of regression and user acceptance testing in (2) test environments.
•	Recommended Stop Gap Analysis and Enhancements to current Q/A checks in
workflow processes and created RICE-New enhancements for tracking purposes. 
•	Validated application integrity in both production and test instances
following server upgrades and LPAR moves.



Functional Analyst Role
Oracle 11i Functional Implementer versions 11i.5.9 and 11i.5.10
•	Project Lead in the Development/Implementation/Customization of modules
supporting Quote-Order, Financials, and Sales Management.
•	Provided daily help-desk application support to business users. 
Performed Setups and Customization in the following modules:
•	Oracle CRM: Created 10 variations of Quote forms. Maintained production
accesses records.
•	Oracle E-Business Suite: Created 10 variations of Contract forms, designed
article language and created custom descriptive flex fields (DFF’s). Created
pricing agreements and confirmation reports.
•	Oracle TCA: Created parties and accounts in customer master.
•	Oracle AR: Created Set-of-Books and account generator. Defined organizations,
sales tax structure, system options, salespersons, and customers. Designed custom
billing and client credit processes.
•	Oracle Advanced Pricing: Created price forms and modifiers.
•	Oracle AME: Maintained approval workflow for quotes, contracts, purchase
orders, and invoices.
•	Generated reports for internal validation and external confirmation through
TOAD and Discoverer.
•	Validated application set-ups through TOAD and Applimation.
•	Updated BR-100 or MD documents with appropriate changes following production
migration.



Military Activation:   Called to active duty by the United States Air Force.		  
       9/01 - 5/03
Operation Enduring Freedom






 
Sales Representative / Analyst			                   	                      5/96
- 1/02
Kamatics Corporation
Bloomfield, CT     

•	Negotiated contracts and procured orders for the production of aircraft parts
and overhaul services.
•	Prepared contracts, pricing schedules, and technical specifications.
•	Implemented Lean Manufacturing principles and ISO 9001 compliance procedures.
•	Managed account base of 150 active customers representing 22% of total company
sales.

 

EDUCATION


Master of Business Administration in Management (1990)
Anna Maria College, Paxton, MA

Bachelor of Science in Marketing/Economics (1986)
American International College, Springfield, MA

         Associates Degrees:  Aviation Management & Aircrew Life Support (2002)
                                   Community College of the United States Air
Force

Certificate of Business Analysis (2008)
University of Colorado, Denver, CO

                                                     Yellow Belt Training
(2008)
                                                                MMFG