Richard Goldman

Agile Business Analyst

(Business Systems Analyst / Business Process Analyst / Scrum Master / Product Owner ...)

Summary

As a customer-focused Agile Business Analyst, I help organizations document, develop, and deliver effective, intuitive solutions.  I offer insight, depth, and a passion for excellence, with particular expertise in process analysis, knowledge management, CRM, UI Design and product development.

I have assembled and led teams of analysts and developers, held Scrum Master, Agile Coach, and Release Train Engineer roles, and managed domestic and international projects. My experience spans the financial services, publishing, medical, telecommunications, insurance, pharmaceutical, education, science, and government sectors.

Before entering the IT field, I practiced as a litigation attorney.

Key Skills

  • • business, systems, and process analysis
  • • Agile coaching
  • • meeting facilitation
  • • scrum master / project management
        (domestic and international projects)
  • • custom system development
        (waterfall, Agile Scrum, SAFe)
  • • requirements management
  • • knowledge management
  • • package software implementation
  • • modernization and replatforming
  • • UI/UX design
  • • classroom & one-to-one instruction
  • • mentoring

Security
Clearance

    DoD - Top Secret
    [previously: DHS - Public Trust w/ full Background Investigation]

Experience

Business Systems Analyst

CACI

Chantilly, VA

July 2024 to present

Department of Defense - Department of Air Force (DAF)
• elicit and document requirements and use cases for the Air Force EITaaS CMDB initiative
• coordinate efforts of architecture, development, and QA teams (CACI, vendor, and DOD/DAF)
• develop and manage concordance mapping DOD/DAF legacy data to ServiceNow data model

Business Process Analyst

Huntington Ingalls Industries

Washington, DC

August 2023 to July 2024

Department of Defense - Defense Security Cooperation Agency
• defined, documented, and implemented requirements-gathering process for DSCA Information Management & Technology (IM&T)
• integrated Scaled Agile practices into existing waterfall processes
• elicited, documented, and managed business/technical requirements
• developed and maintained Lean-Agile Center of Excellence SharePoint site

Agile Coach

PotomacWave Consulting

Alexandria, VA

June 2022 to August 2023

Department of State - Office of Consular Systems and Technology
• fostered SAFe® adoption at the Department of State, providing guidance to Agile Release Trains
• developed and presented training materials and conducted SAFe Agile seminars for federal and contractor personnel (e.g. – Agile Essentials, Feature Writing)
• consulted with CST Tools team on data modeling to facilitate migration from IBM Jazz/Engineering Workflow Management to Jira
• identified, raised, and managed program risks

Business Analyst

Improvix Technologies

Reston, VA

Dec 2021 to June 2022

Department of State - ExecTech
• provided custom program development and IT services to Secretary and Under Secretaries
• facilitated morning status meeting; generated and distribute Morning Report
• facilitated and documented stakeholder requirements meetings
• technical writing; created, reviewed and edited contractor and government deliverables
• project management
• liaised with State department divisions to facilitate data sharing

Sr. Principal Engineer Systems

Peraton

McLean, VA

Feb 2021 to Dec 2021
(by acquisition of Northrop Grumman Federal IT Services)

Business Process Analyst - Department of State - Consular Systems & Technology
• supported modernization program, consolidating and enhancing dozens of domestic and global systems and processes
• led requirements gathering with internal and customer stakeholders
• developed UAF system models, use case, and additional client deliverables
• conducted fit-gap analysis of COTS software

Sr. Principal Engineer Systems

Northrop Grumman

McLean, VA

Aug 2019 to Jan 2021
(by acquisition of the Unisys ADIS contract)

Business Process Analyst - Department of State - Consular Systems & Technology
• responsibilities listed in Peraton section above

Business Systems Analyst & Scrum Master - Department of Homeland Security - Customs & Border Protection
• led requirements gathering with internal and customer stakeholders for the Arrival Departure Information System (ADIS)
• liaison with Office of Field Operations and Office of Information Technology government leads, as well as additional system stakeholders (e.g. - FBI, SEVIS)
• Agile story development, backlog grooming, business and technical documentation, process improvement, initiative planning and management

IT Specialist

Unisys

Alexandria, VA

Nov 2018 - Aug 2019

Business Systems Analyst & Scrum Master - Department of Homeland Security - Customs & Border Protection
• responsibilities listed in Northrop Grumman section above

Senior Business Analyst

Association of American Medical Colleges

Washington, D.C.

Jul 2014 - Nov 2018

• BA/PM for Enterprise Applications group, focused on documenting and implementing Salesforce and SharePoint solutions
• BA for organization-wide eCommerce 3.0 and intranet portal initiatives
• BA and scrum master for high-visibility Convey initiative, a cloud service supporting financial disclosure for the scientific and academic communities (convey.org)
• co-convener of the AAMC Business Analyst Community of Practice
• BA team lead for re-engineered business-critical MyERAS and DWS apps ((http://aamc.org/eras)

Senior Business Systems Analyst

Liberty Mutual Insurance

Boston, MA

Febr 2013 - Jul 2014

• provided development and support for the OBIEE HR Analytics platform
• created Agile story, Use Case, Business Requirement and Testing documentation
• HR Technology lead for report migration from Oracle Discoverer to OBIEE and BI Publisher
• Workforce Reporting lead for HR Globalization initiative

Senior Business Systems Analyst

State Street Global Advisors - Interactive

Boston, MA

May 2011 - Feb 2013

• for domestic and international investment funds, developed functional technical specifications for printed and online fact sheet publication for State Street funds
• project manager for smaller development projects, managing local and offshore technical resources
• data entry form design creation, ETL specifications & programming
• managed, extended and applied the product reference data model

Business Analyst Consultant / Principal Systems Analyst

Fidelity Investments

Boston, MA

May 2005 - Apr 2011

Portfolio Advisory Services / Legal Enterprise Services
• project manager and business analyst for legal EDMS implementation; developed document taxonomy; managed local, offshore and third-party resources
• managed multiple small and medium-sized development projects with UI, middleware and mainframe components
• legal department subject matter expert for business report development
• developed use case, business requirement and testing documentation
• provided department-wide classroom and 1:1 training
• developed business analysis standards to drive consistent, successful results
• facilitated JAD/JAR sessions with business and technology personnel
• developed and managed test procedures for upgrades to proprietary CRM software

Consultant

IBM / PricewaterhouseCoopers

Boston, MA

May 2000 - May 2005

(IBM acquired PwC Consulting in October 2002)

• lead analyst and developer for Siebel CRM implementations
• formed, mentored and managed teams of business analysts and developers
• reviewed and revised client call center / customer support processes to increase efficiency
• evaluated client data store silos; proposed and defined consolidated data warehouse
• developed APIs between Siebel and legacy systems
• reviewed pharma implementations to ensure 21 CFR Part 11 compliance

Consultant

PricewaterhouseCoopers (Canada)

Toronto, Canada

Sep 1998 - Oct 1999

• lead Visual Basic developer for Siebel CRM implementations
• consultant for Siebel testing
• developed and implemented VB code configuration standards
• created custom project management application for issue tracking and resolution

Programmer Analyst

Bulloch Systems (now Entertainment Partners Canada)

Toronto, Canada

Jun 1995 - Sep 1998

• requirements analysis, application design, data modeling, programming
• implementation and support of custom CRM, invoicing, sales and box office applications
• developed RFP responses; new clients included Ontario Media Development Corporation, Writers Guild of Canada
• project manager for custom application development initiatives
• conducted organization-wide system software and hardware upgrades
• provided in-house and client training and support

Instructor

Centennial College

Toronto, Canada

Sep 1994 - Aug 1996

• developed and taught courses in User Interface Design, UNIX, web design

Litigation Attorney

Koskie Minsky

Toronto, Canada

Mar 1992 - May 1993

• practiced commercial and construction law litigation
• conducted examinations for discovery
• drafted pleadings, litigation documents and legal research memoranda

Education

University of Western Ontario

Bachelor of Arts, Philosophy


University of Toronto

Bachelor of Science, Computer Science


Osgoode Hall Law School, York University

Bachelor of Laws


Certification

Scrum Alliance

  Certified Scrum Master (CSM)

  Certified Scrum Product Owner (CSPO)

Scaled Agile

  Lean Portfolio Management (LPM)