Senior Business Analyst (Acting Product Owner) at Allianz Life Insurance Company of North America (2022-02 – Present)
- Serve as Acting Product Owner and Lead Analyst on a multi-year, enterprise-wide Anti-Money Laundering (AML) transformation initiative, successfully spearheading the transition from Waterfall to Agile methodologies.
- Authored comprehensive requirements and created detailed UI mockups and wireframes to build the AML system interface from the ground up, significantly improving stakeholder engagement, requirement clarity, and user experience.
- Designed and wrote the complex calculation specifications for the proprietary AML scoring system, leveraging deep expertise in customer data to optimize risk detection and transaction monitoring.
- Integrate AI tools into daily workflows to rapidly generate, refine, and optimize business requirements, user stories, and technical documentation, increasing output efficiency.
- Manage the product backlog, facilitate Agile ceremonies (sprint planning, workshops, demos), and mentor junior analysts, ensuring seamless cross-functional collaboration.
- Act as Lead Analyst on critical system upgrades supporting the new IRS form W-4P for the tax program, ensuring strict regulatory adherence.
- Conduct comprehensive gap and process analyses, document intricate business process maps, and coordinate UAT across Compliance, Claims, New Business, and IT teams to ensure flawless solution delivery.
Business Analyst Consultant at Turnberry Solutions at Allianz Life (2021-06 – 2022-02)
- Designed compelling visual models and presentations to clarify complex EU AML compliance requirements for cross-functional stakeholders.
- Facilitated stakeholder workshops to gather precise, actionable requirements, significantly reducing project rework and accelerating delivery timelines.
- Performed detailed gap and data analyses, providing critical insights that supported informed business decision-making and smoother system implementations.
- Served as Lead Analyst on a new application order entry platform, successfully implementing the company's Life Insurance product through third-party vendor solutions.
IT Consultant / Business Analyst at iSoftech at Alfa Insurance (2019-04 – 2021-06)
- Established foundational documentation and standardized processes for the Life Business Analyst role, improving departmental consistency.
- Led the complex integration of DocuSign into client e-app systems, significantly enhancing operational efficiency and the end-user experience.
- Successfully implemented Life Insurance products utilizing Sapiens ApplicationPro and IllustrationPro.
- Facilitated comprehensive test planning and execution, managed vendor relationships, and resolved critical production issues through rigorous root cause analysis.
IT Consultant / Business Analyst at Ebix Consulting (formerly VERTEX) at Knights of Columbus (2013-05 – 2019-04)
- Conducted extensive gap analysis for taxable events on Life and Annuity insurance products, ensuring alignment with complex U.S. and Canadian tax regulatory requirements.
- Gathered, compiled, and documented comprehensive business and technical requirements, translating intricate tax compliance regulations into clear, actionable functional specifications.
- Leveraged mainframe tools (Life70) and datasets to conduct rigorous data analyses, delivering actionable insights to address regulatory challenges.
- Collaborated extensively with stakeholders and end-users to evaluate processes, define project scopes, and ensure all requirements were effectively captured.
- Developed and executed sophisticated test plans, communicated validation results to multiple business units, and provided rapid production support to mitigate risks.
Project Manager / Business Analyst at Allstate Benefits (2011-05 – 2013-05)
- Analyzed end-to-end processes to identify defects, determine root causes, and recommend strategic improvements.
- Managed the full project lifecycle—scoping, planning, requirements gathering, resource allocation, and testing—in strict alignment with PMO, SDLC, and SOX standards.
- Developed comprehensive project plans and tracked milestones for 20+ concurrent IT efforts across multiple business units, delivering weekly SDLC status reports to senior management.
Operations Analyst, Lead Specialist, and Accounting Support at Aflac (2004 – 2011)
