Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Anthony Effan

Webster Groves

Summary

Dynamic Senior Consultant with extensive experience at Cognizant, specializing in Agile methodologies and requirement elicitation. Successfully led teams in implementing Salesforce CPQ, resulting in enhanced process efficiency and improved stakeholder engagement. Expertise in gap analysis and project management has driven notable improvements in project outcomes and overall team performance. Seeking to leverage these skills to continue delivering high-impact solutions in future projects.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Senior Consultant / Team Lead

Cognizant
Saint Louis
08.2022 - Current
  • Lead requirement elicitation sessions to gather requirements from the client.
  • Partner with client to review all testing feedback and team with developers to address any failures.
  • Facilitate regular calls to identify gaps in requirements and partner with client to address these gaps.
  • Act as career couch for 4 associates.
  • Oversee a Business Analyst team of varying size, dependent on engagement needs.
  • Notable Project: Salesforce CPQ Implementation
  • We were approached by our client to do a paid bid to review their current tools being used and show them how we would gather requirements and implement Salesforce CPQ. Upon completion of the bid, we were engaged to complete the implementation. I acted as Lead Analyst on the project.
  • Worked with the Analyst team to create a process for communicating new requirements from multiple work streams, in order to make sure any potential impacts or needs were documented.
  • Worked with project management team to create a process around capturing notes, and translating those notes into requirements and action items.
  • Oversaw a team of 4-6 Business Analysts during the course of the project.

Lead Business Analyst

North Highland Consulting
Clayton
08.2019 - 08.2022
  • Worked with the client to adopt Agile methodology for developing an in-house financial application, which is used to report all financials for clubs.
  • Collaborated with business and vendor to collect requirements for a communications portal.
  • Developed and rolled out streamlined processes to enhance internal development efficiency.
  • Draft current operational procedures in line with BPMN guidelines, offering improvement strategies.
  • Conducted gap assessments with stakeholders to pinpoint needs for new policy implementation.
  • Coordinate and manage discussions across various business units to outline and implement strategic plans.
  • Elicit and document user stories and work with the product owner and project manager to plan sprints.
  • Notable Project: Club Labor Finance
  • During an engagement with the NFL, I was tasked with improving the process for the Club Labor Finance team. Upon reviewing current state, there were several gaps that were identified such ineffective meeting, inconsistent requirements tracking, and lack of planning for the future of the project. This led to wasted time and frequent miscommunications.
  • Worked with the team to establish a meeting cadence.
  • Worked with Management team to identify responsibilities for team members, as well as adapted new systems to track work in order see an accurate picture of work in progress, as well as planning for future sprints using an Agile methodology.

IT Business Analyst

Boomerang Tube
Chesterfield
01.2017 - 08.2019
  • Partnered with our largest software vendor to test and implement enhancements for ERP software.
  • Worked with various departments to develop requirements for automation.
  • Worked as a contact point between the business and development to ensure the projects stay on schedule.
  • Wrote and executed test scripts with the business unit to identify items that may jeopardize functionality.
  • Created training documents for end users to limit support inquiries and delays.
  • Wrote project plans and established project timelines to effectively communicate with all stakeholders of the project.
  • Used Agile/Scrum project methodology while developing custom applications for the business.
  • Notable Project: Olympus Inspection Unit Automation
  • Our Quality Assurance department relies on two Olympus inspection units to inspect pipe that was manufactured before shipping to customers. This was a paper driven process that presented several risks to the company, as well as limited ability to retrieve and sort data from the inspection process. I helped design the two applications that were needed to not only increase accuracy during the inspection process, but also decrease the time required to inspect our pipe.
  • Worked with senior management as well as subject matter experts to not only identify what information is captured in the current process, but also identify what could be automated.
  • This project enabled the Quality Team to reduce processing time for inspection and created efficiency when retrieving data on rejected or reworked items.

Business Analyst

Stifel Financial
Saint Louis
05.2014 - 01.2017
  • Partner with external vendors to test and implement new software.
  • Work with internal business to develop requirements for new systems.
  • Complete process flows and have conversations with the technical end about each step and how to accomplish it, utilizing MS Word, Excel, TFS, and Jira to document throughout completion.
  • Serve as a liaison between end users and IT. Utilize MS Office and SharePoint to document/track and follow-up on notes from ongoing meetings to help keep everyone on the same page throughout the SDLC.
  • Write test scripts or help a SME write their own test scripts (varies per project). Normally after a round of testing any defects are discussed and it is determined if it is a show stopper or something that can be addressed in the next release/ sprint.
  • Used Agile/Scrum project methodology to integrate new software during the Sterne Agee acquisition. Have worked with Waterfall as well throughout various projects.
  • Notable Project: eCustody Project
  • Stifel Financial acquired Sterne Agee in February of 2015. As a result we acquired software for independent brokers to review client data, client documentation, and to place trades. Served as the Lead BA and Project Manager and tasked with transitioning the software from Sterne’s servers to Stifel’s servers in Saint Louis. Created requirements and supervised a team of 7 BAs and 7 developers in Birmingham, AL.
  • Worked with several business units to gather requirements for the system and how various plug-ins should interact.
  • This project enabled Stifel to move into a new line of business as well as offer an alternative platform to some business channels.
  • Once the software was moved to Saint Louis servers, I continued to work with the developers through sprints to create enhancements to the system.

Business Analyst/Team Lead WBS Retirement Processing

Wells Fargo Advisors
Saint Louis
11.2005 - 05.2014
  • Designed and implemented process improvement projects.
  • Established benchmarks and monitored metrics for the estate processing team.
  • Supervised of a team of 10 employees.
  • Leverage Microsoft Access and Excel to create productivity reports.
  • Managed projects around the annuity liquidation process.
  • Assisted in the integration of new software systems and training in the Wachovia and Wells Fargo merger.
  • Notable Project: Annuity Liquidation Automation
  • The Annuity Liquidation Automation Project which used an IBM product to streamline the process. My role was as the SME and Business Analyst for the process – created workflows, requirements, and worked with the team of developers to determine how successful requests would flow through the system as well as stop points for rejects and how the submitter would be notified.
  • Worked with a development team to leverage a new software product from IBM (Business Process Management Software).
  • This project was to automate custodial annuity liquidations for the largest broker/ dealer of annuities.
  • When the software was successfully implemented, served as the point person to work with developers for any additional enhancements.

Education

Master of Management -

Fontbonne University
Saint Louis, MO
01.2016

Master of Business Administration -

Webster University
Saint Louis, MO
01.2012

Bachelor’s Business Administration -

Fontbonne University
Saint Louis, MO
01.2009

Skills

  • Agile
  • Requirement elicitation
  • Agile methodology
  • Salesforce CPQ
  • Process improvement
  • Business analysis
  • Project management
  • Stakeholder engagement
  • Team leadership
  • Gap analysis

Certification

  • Professional Scrum Master 1 - Scrum.org
  • Certified Business Analysis Professional - IIBA
  • Lean Green Belt – AIGPE
  • Billing Platform Partner Pro – Billing Platform
  • Salesforce Certified Business Analyst – Salesforce
  • Conga CPQ End-User Accreditation - Conga

Timeline

Senior Consultant / Team Lead

Cognizant
08.2022 - Current

Lead Business Analyst

North Highland Consulting
08.2019 - 08.2022

IT Business Analyst

Boomerang Tube
01.2017 - 08.2019

Business Analyst

Stifel Financial
05.2014 - 01.2017

Business Analyst/Team Lead WBS Retirement Processing

Wells Fargo Advisors
11.2005 - 05.2014

Master of Management -

Fontbonne University

Master of Business Administration -

Webster University

Bachelor’s Business Administration -

Fontbonne University

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Anthony Effan