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Technical Business Analyst, Product Manager & Project Management Consultant with 16+ years of experience delivering data-driven digital solutions in 4 core industries: 🔹Banking 🔹Fintech 🔹Insurance 🔹Human Resources My tenure with Tier-1 organizations like JP Morgan Chase ( 7 Years) , Capgemini (4 Years ) , and Aon Hewitt (2 Years) has endowed me with: 🔹Deep domain expertise 🔹A proven track record of driving results in high-stakes enterprise environments I specialize in: 🔹Evaluating systems, processes, and user experiences 🔹Bridging the gap between business stakeholders and technology teams 🔹Translating ambiguous business problems into clear, structured requirements, process designs, and actionable delivery plans Whether you need: 🔹 A Business Requirements Documentation (BRD) crafted from scratch 🔹 Functional Requirements Documents (FRD) 🔹 User Stories & Acceptance Criteria 🔹 Agile/Scrum Documentation 🔹 An Agile team led through a complex sprint cycle 🔹 A system implementation managed end-to-end 🔹 UAT Planning & Support 🔹 Process Flow Diagrams 🔹 Gap Analysis 🔹 Data Mapping & Workflow Documentation 🔹 Stakeholder Communication 🔹 Project Coordination & Delivery Support I bring structured thinking, strong communication, and enterprise-level execution to every engagement. 𝗞𝗘𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 📌 Business Analysis Requirement Gathering • Functional Analysis • Documentation • Technical Writing • Workflow Analysis • Process Improvement • UAT • Functional Testing • Production Support • Business Process Design • SOPs • Roadmap Delivery 📌 Agile & Project Management Sprint Planning • User Stories • Backlog Management • Stakeholder Management • Risk Assessment • Status Reporting • Vendor Coordination 📌 Domain Expertise Banking • Credit Cards • Fintech • Insurance • HR Systems • Clinical Research • Data Management 📌 Data & Technical Skills SQL • SAS • Informatica • Teradata • ETL • Data Mapping • Data Quality • Reporting 📌 Tools & Platforms Jira • Confluence • MS Excel • MS Project • SharePoint • Tableau • Power BI • Salesforce CRM • ERP Oracle HCM, SAP HR 📌 Methodologies Agile • Scrum • Waterfall • SAFe ✅ Why clients work with me: ✔ I offer a unique combination of Business Analyst, Project Manager, Product Manager, Client Engagement Manager, Client Interview, Operation Consultant, Operation Manager, Business Manager, Technical Business Analyst, Operation Team Member, Business Development Manager and communication leadership roles which are typically handled by separate resources. ✔I serve as a central coordination partner across clients, stakeholders, and delivery teams — simplifying collaboration and improving execution efficiency across projects. ✔ Clear and structured documentation ✔ Strong business-to-technology communication ✔ Enterprise project experience ✔ Reliable stakeholder management ✔ Fast learning and problem-solving ability ✔ Detail-oriented delivery approach In addition to delivery roles, I have participated in hiring panels, helping organizations evaluate candidates and align talent with business and team needs. Clients consistently value my ability to clarify complex requirements, bridge business and technology teams, and drive projects towards successful outcomes, as reflected in my portfolio items Let’s discuss how I can help streamline your requirements and bring delivery excellence to your next project. Thank you!

I’m a seasoned Business Analyst and Customer Experience Operations professional with over four decades of experience helping software organizations improve how they work, support their customers, and deliver high‑quality products. My career spans roles in software design and development, requirements gathering, configuration management, technical product support, and large‑scale process improvement across global teams. I specialize in transforming complex operational challenges into clear, repeatable processes—whether through business process mapping, customer feedback analysis (including NPS and KPI trends), or the creation of detailed SOPs and documentation. I’ve led high‑stakes support organizations, managed international teams, and driven company‑wide initiatives to standardize defect management, streamline deployments, and elevate the customer experience. Known for translating complex systems into clear processes, documentation, and stories—whether improving enterprise customer support organizations, designing scalable business processes, or crafting immersive narrative content. Brings senior leadership judgment, analytical rigor, and polished written communication to both business and creative projects. Across every role, I bring a commitment to thorough analysis, practical problem‑solving, and delivering solutions that improve both customer satisfaction and internal efficiency. Today, I focus on remote contract work where I can apply my expertise in business analysis, customer support operations, and process design to help organizations scale with confidence Core Strengths  Business Analysis & Process Improvement  Requirements Gathering & Documentation  Customer Experience (CX) & Support Operations  Salesforce Administration & Consulting  Data Analysis (KPIs, NPS, trend analysis)  Root Cause & Defect Analysis  Technical & Procedural Writing  Narrative Design & World‑Building  Editorial, Rules & Content Writing  Stakeholder & Client Engagement  Global Team Leadership (US & International) Writing Strengths  World‑building and lore development  Rules writing and technical clarity  Narrative structure and immersive storytelling  Editorial collaboration and deadlines

Here to improve deliverables and efficiencies for businesses to have commissions processed with less resources, with maintaining high accuracy. Providing reporting through Cognos Analytics to fully utilize the software for one's business adding insight into key decisions.

I build reporting solutions that help teams spend less time pulling data and more time using it. Over the past 14 years, I've worked with finance, operations, healthcare, HR, property management, academic, and government organizations to improve reporting, automate manual processes, and create consistency around KPIs and business metrics. Most clients come to me because reporting takes too long, numbers don't match across departments, or leadership lacks a clear view of performance. My role is to simplify reporting, reduce manual effort, and give teams data they can actually rely on. What I deliver: • Executive and operational dashboards (Power BI, Cognos, Tableau) • KPI scorecards and performance reporting • Reporting automation using Power Query, DAX, VBA, and scheduled refreshes • Data validation and reporting quality controls • Data modeling and reporting structures that scale • Documentation and knowledge transfer so teams can support solutions after delivery Recent results: • Reduced manual reporting effort by up to 80% • Moved reporting turnaround from 3 to 5 days to same-day delivery • Improved reporting consistency across departments through KPI standardization • Automated recurring financial, operational, and executive reporting processes • Identified process and reporting inefficiencies that generated significant annual savings Technical Skills: Power BI, DAX, Power Query, Data Modeling, IBM Cognos Analytics, Tableau, Excel VBA, Snowflake, Salesforce Reporting, Yardi, Web of Science, InCites, JCR, ESI, Quickbase, Jira, Visio Industries: Property Management & Real Estate, Finance, Healthcare, Human Resources, Higher Education, Research, Academic Publishing, Government How I work: I prefer clearly defined milestones, regular demos, and practical solutions that teams can maintain after the project is complete. I document business rules, data sources, refresh schedules, and reporting logic so there are no surprises after handoff.

300+ clients | Award Winning : AI & Data | Automation & Governance | AI & Enterprise Architect Fractional Head of AI Products & Agentic Automations for Startup-SMB–Mid-Market. Provide AI agents, multi-CRM & ERP implementation & automations & BI copilots and data agents. Outcomes: +10–25% win rate, -40–70% manual work, MVP ≤30 days. Revenue Acceleration: Product market fit (PMF) to Go-To-Market (GTM) in ≤120 days. Business Experience: Startup to IPO to M&A I help founders and VPs ship auditable AI that pays for itself—fast. Ex-Global VP of Innovation (Blue Prism) and Head of Product at neuralapps.ai; led 300+ demos/pilots across regulated industries - healthcare, banking & financial services, oil & gas, and manufacturing. I design and deliver agentic apps, multi-CRM & ERP automations (Zoho | HubSpot | Salesforce | HighLevel | Oracle | SAP | Dynamic 365), and BI copilots with governance built in. What I deliver: • Agentic apps & chatbots: sales ops, support, BI copilots (Power BI, IBM Cognos, Looker, Tableu). • Multi-CRM & ERP automation & Revenue Operations: leads→deals, routing, campaigns, commissions, social. • Data pipelines & observability: Snowflake, SQL Server/Azure SQL, Redshift; lineage & logs. • Risk & compliance: ISO 27001/42001-aligned guardrails, evidence-by-design. Business outcomes: • +10–25% qualified pipeline & win rate • −40–70% manual effort • 30-day MVPs with cost guardrails, runbooks, and handoff. How I work: Fixed-price milestones, clear SLAs, and measurable KPIs. I partner with SMB & mid-market teams needing enterprise-grade AI—without enterprise bloat. Starter: 1-week discovery sprint to validate use cases, ROI, and a 30-day build plan. Platforms (Hands-On & Architecture) - ERP/Finance & Ops: Oracle Cloud ERP, NetSuite, PeopleSoft, SAP ECC / S/4HANA, Infor (CloudSuite/CSI), MRP - CRM/RevOps/Service: Salesforce, Zoho CRM, Odoo, ServiceNow (ITSM/HRSD/CSM), Demand/LeadGen Cloud & Data: AWS (EKS, Lambda, API GW, MSK, RDS/Aurora, DynamoDB, S3/Glue/Redshift), Azure (AKS, Functions, APIM, Event Hubs/Service Bus, Synapse, Purview), Postgres/SQL Server, Redis, MongoDB Integration & APIs: REST/GraphQL/gRPC, Kafka/Event Hubs, iPaaS/ESB, outbox/inbox, saga orchestration, RPA DevSecOps & Platform: Terraform/Bicep, Helm, GitHub Actions/Azure DevOps, GitOps (Argo/Flux), OPA/Gatekeeper, Trivy/Snyk, Vault/Key Vault, Prometheus/Grafana AI & MLOps: RAG/Vector DBs, MLflow, feature stores, model risk, guardrails, prompt governance, observability

Are you a Founder, Owner or CEO struggling with cash flow gaps, shrinking margins, or financial uncertainty? I help business leaders take control of their finances and make smart, profit-driven decisions that fuel growth. With 15 years of financial leadership—from Fortune 500 companies to fast-moving SMBs—I serve as your go-to finance expert turning complexity into clarity and insights into measurable results. My engineering mindset drives data-backed analysis; my business experience ensures practical, results-focused solutions. I wear three different hats to serve my clients: 1. FRACTIONAL CFO: Focus on the big picture, connecting the dots, providing financial leadership and guidance to tackle the most challenging problems for my clients 2. FINANCE MANAGER: Run day-to-day financial operations, focus on execution, create budgets, financial plans, generate cash flow projections and ensure the business stays on track to meet financial objectives. 3. FINANCIAL ANALYST: Dive deep into the numbers. Understand the story behind the numbers and pull relevant insights. Look at every action and decision in the business from a financial lens and understand the risk-reward calculus. Here’s What I Deliver: • Forecasting, budgeting & modeling (IRR, NPV, scenario analysis) for smart planning and growth • Cash flow & expense diagnostics — stop leaks, optimize working capital • Profitability, revenue and margin analysis, cost-benefit and risk management • Business valuation & investment planning, go/no-go decision support analysis • Investor-ready financial models & pitch deck support Why Clients Work With Me: • Personalized, hands-on support with weekly calls/meetings • Focus on actionable insights and strategies, not just reports • Proven track record of improving profitability, cash flow, and financial clarity Current Role: Founder & Owner/Fractional CFO | Profit Spear Consulting, LLC My key differentiator is emphasis on being available to my clients whenever they need me with one-on-one weekly meetings and calls to support their business. I provide customizable solutions that not only analyze financial health of businesses and identify underlying drivers of profitability, but also provide key valuable insights for informed decision making which will be a game changer for business owners and stakeholders seeking to maximize profits. SOME OF THE SERVICES I OFFER: -Revenue and Margin Analysis -Expense Analysis -Cash Flow Analysis -Comprehensive Profitability Analysis and Diagnostics -Capital Planning and Analysis -Margin Expansion and Cost Reduction -Financial Planning and Analysis -Cash Flow Management and Analysis -Profitability Analysis and Profit Maximization -Business Case Development and Analysis -Key Performance Indicator Analysis