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Joseph Tugaw Page
Two
Joy Tugaw
Page Four
Utah
State University , Logan ,
Utah
Oracle Contact
Center Anywhere Administration
Utah State Insurance License
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Joy Tugaw
P.O. Box 309 · Bountiful, Utah 84001
(801) 440-9876
joy@gmail.com
Financial
Analyst
Accomplished
professional with entrepreneurial drive and a proven track record of product
delivery. Experienced in analyzing business requirements, process modeling and
functional system design. Cross-functional
expertise in marketing, sales, project management and finance. Demonstrated
skills in strategic planning, development of product requirements documents,
go-to-market plans, product road maps, business and use cases, cross-functional
team leadership, scope creep management, and managing multiple projects
simultaneously.
Advanced proficiency in Word,
WordPro, WordPerfect, Excel, Lotus 1-2-3, PowerPoint, Freelance, Siebel, Oracle
CCA, MS Project, Access, dBase, Visio, Eicon Aviva, Novell Networks, Microsoft
Networks, Windows and DOS. Proficient in SQL and Crystal Reports. Experience
with Java, PHP,
L, CSS, Javascript and COGNOS ETL.
Professional Experience
O.C
Tanner Company 2008
– 2011
(a $350
million special services company)
Lead Business Analyst
(2008 – Current)
·
Responsible for
managing seven business analysts throughout a two year project to document
requirements for the company’s premiere web application.
I also supported the reporting needs of our accounting department by
creating ad-hoc reports using Crystal Reports and performing SQL queries on our
Enterprise Data Warehouse.
·
Developed documentation standards for Use Cases, Screen
Outlines and Wireframes
·
Developed a metrics based Functional Requirements Risk
Assessment to identify documentation and project management risk.
Accomplishments
~ Proactively initiated development
of standards for documentation naming, review processes, distribution methods and
defect / enhancement impact identification
and remediation.
Whitney
Education Group 2006
– 2008
(a $250
million educational services company)
Business Analyst
(2006 – 2008)
Responsible
for reviewing, analyzing, and
evaluating business systems by consulting with users to determine their needs,
develop detailed requirements documentation and identify systems to parallel
overall business strategies.
·
Managed
a project to install Oracle’s Contact Center Anywhere (CCA) call center telephony
system in the company’s Murray , Utah and Cape
Coral , Florida call
centers. The project included requirements definition, hardware configuration,
software installation, training of 125 end users, post implementation support
and vendor relationship management.
·
Provided
support to 150 users of a Siebel CRM system during the implementation phase.
·
Conducted
VOIP and iLinc based training sessions for the roll-out of a Point-of-Sales
module.
·
Developed
business requirements for a SOX compliant Coaching application and TouchStar
Dialer integration.
Accomplishments
~ Proactively initiated a project
to extract, transform and analyze revenue recognition data from a Siebel
database. This project allowed the company to meet a critical government
mandated deadline.
Symantec
Corporation 2004
– 2006
(a $4
billion computer security company)
Product Manager
(2004 – 2006)
Led a cross functional team for
the Enterprise Security Manager (ESM) 6.5 release including development of the
PFR, Bill of Materials, cross grade SKU documentation, encryption surveys for
foreign product distribution and licensing guidelines.
·
Created and maintained roadmaps for COGNOS based Enterprise Reporting,
content platform support and application modules developed in support of major
customer escalations.
·
Developed a customer enhancement request tracking system and prioritized the requests
according to competitive needs analysis, value to customer and ROI.
·
Researched, analyzed and developed Product Functional Requirements (PFR)
for an IBM OS/400 agent.
Project Manager (2004)
Developed and
maintained project plans, resource allocations and release notifications for
the ESM Security Content
Team quarterly releases.
·
Defined project scope, facilitated estimation of tasks, analyzed risks
with accomplishing tasks and meeting delivery dates, performed project budget
variance analysis, reported project status to stakeholders and management.
·
Facilitated the development / update of policies for SOX (Sarbanes-Oxley), FISMA,
CIS and VISA CISP.
Accomplishments
~
Commended for averting the potential loss of
a $5,000,000 sale to a large financial institution by closely managing a key customer
deliverable. The critical module was shipped seven days ahead of schedule.
~
Received accolades for significantly improving relationships with key customers
by implementing a communications improvement program with key customer support
teams and the ESM Focus Teams.
Edward
Jones & Company 2003
– 2004
(An international investment advisory company)
Investment Advisor
Charged with opening
a new company office in the Sandy
area, I developed a plan to meet every home owner within a one mile radius of
the new location. In executing the plan, I knocked on over 1,000 doors in order
to meet each prospective client face-to-face. This plan took 8 weeks to execute
and resulted in excess of $1,000,000 in managed assets.
Accomplishments
~
Passed the Series 7, Series 63 and Utah State
Insurance licensing exams with scores that ranked in the top 10% of my class.
~
Exceeded all income and account opening goals established by the company.
Zions
Bank 2000
– 2002
(A regional bank with 475 branch offices in 9 states)
Business Analyst / Project Manager
Led a cross
functional team of 22 banking professionals to design, develop and test a new
software application that would replace existing account origination and
maintenance systems in 285 bank branches.
·
Developed and maintained project plans, business
requirements, PFRs, system requirements, project budgets, project forecasts, budget
and forecast variance analysis, and detailed test plans.
·
Analyzed account closing / FICO score relationship data for the
Operations Division.
Joy Tugaw Page
Three
Accomplishments
~
Received superior ratings in written and verbal communication,
understanding of information systems and a positive “can-do” attitude from my
manager. She further stated that “he
[Joe] has done an excellent job of keeping the [project] group together and focused
on the project at hand.”
Farm
Irrigation Systems 1994
– 2000
(A family owned agricultural company)
Project
Manager
Led a team of 22 employees to design,
engineer and install 109 large agricultural irrigation system projects. Scope of responsibility included managing
multiple priorities to meet critical project deadlines, creating project
budgets and developing detailed project plans and materials requirements using
complex mathematical calculations and integrated database / spreadsheet models.
·
Created an inventory control system that resulted in
a 200% improvement in inventory turns and supported Just-In-Time inventory
delivery for high cost components of irrigation system projects.
·
Developed and implemented a unique marketing
program that resulted in a 1,000% improvement in the sale of water flow measuring
devices.
·
Identified an unfilled market niche and
developed a new irrigation device to meet the demand. In excess of 1,200 units of the new product
were sold and shipped to customers from Mexico City to the Canadian border.
Accomplishments
~
Transformed an insolvent company into a profitable concern by growing the
customer base, improving margins and controlling costs.
~
Recognized as Lindsay Manufacturing’s New Dealer of the Year.
The
Dial Corporation 1990
– 1994
(A Fortune 500 consumer products company)
Sr. Financial Analyst / Manager of Financial
Forecasting and Budgeting Systems
Directed an information systems team that
provided corporate wide software and hardware support for Dial’s HOLOS Financial
Forecasting and Budgeting System. The
function of the HOLOS system was to accumulate, consolidate and report
financial data from 14 manufacturing plants and sales offices in 5 countries.
·
Created complex financial models to analyze
ingredient modifications and their impact on the long term performance of 17
food product SKUs.
·
Performed annual budgeting and monthly forecasting
tasks for 17 SKUs with annual sales in excess of $75,000,000.
·
Directed a high profile project to produce customer profitability statements for
over 20,000 of Dial’s key customers. This project was crucial to the long-term
strategic direction of this Fortune 500 Company and critical deadlines required
the project team to work a 20/7 schedule until the project was completed.
·
Analyzed, refined and provided negotiation support on contracts for large
projects such as a $5,000,000 nationwide marketing information systems network.
Accomplishments
~
Received an award from Andrew S. Patti, CEO of The Dial Corporation, for
improvement of process and procedures within the corporation. During the presentation ceremony, Mr. Patti
said “your [Joe’s] efforts in developing and implementing processes to
consolidate customer profitability data by business segment for the I&I
Division is an example of what we strive to achieve at Dial.”
Previous Professional Experience
Project Manager, Realty
Marketing Systems, 1986 - 1990
Information Systems Consultant,
Ernst & Young (formerly Ernst
& Whinney), 1984 – 1986
Secondary Markets Analyst, Utah Mortgage Loan, 1980 - 1984
Education
Masters of Business Administration (MBA)
Bachelor of Arts in Finance
Coursework
SQL Scriptwriting – Level 1, 2 and 3
Administering a Microsoft SQL Server
Programming a Microsoft SQL Server
Access 2000 Application Development Level 1, 2 and
3
Web Development Tools –
PHP, HTML, CSS and Javascript
Siebel Systems for Business Analysts
dBase Database Applications Development
Fortran 77 Programming
Basic Programming
Managing and Maintaining a Microsoft Windows Server
2003 Environment
Implementing a Microsoft Windows 2000 Network
Infrastructure
Novell CNE, v. 3.11
Professional Licenses
NASD Series 7 License (Federal - Investment Representative)
NASD Series 63 License (State - Investment Representative)
Other Licenses
and Associations
Private Pilots License
Graduate of the Dale Carnegie Course in Human
Relations
Member of Toastmasters International
Masonic Lodge
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