Senior Analyst · dating, finance

Kathy (Kate) Caulfield Cell: Email: LinkedIn: [contact hidden] Location: St. Louis, MO Business Analyst with over 10 years of experience delivering comprehensive data analysis, process mapping, and requirements gathering in Agile and Waterfall environments. Proven expertise in ERP integration, and stakeholder engagement across multiple industries, including public sector and healthcare. Adept at translating business needs into actionable solutions and committed to driving continuous improvement and operational excellence. SKILLS JIRA, Salesforce, Tableau, SAP, ConnectWise, Data Warehouse (AWS/Cloud), Business Objects, Teams, Microsoft: Access/Word/ Excel /Visio/PowerPoint/Project, OneNote, SharePoint Designer, Swagger, Postman, Donor Management System, Kiro (AI), LucidChart (AI), Smartsheets RELATED EXPERIENCE 01/2026-05/2026- Spectrum (Charter Communications) - Business Systems Analyst (Contractor) • Created detailed User Stories and Solution Design Documents for Salesforce Integration Project, ensuring clear requirements and acceptance criteria • Collaborated closely with Product Owners to define and validate Acceptance Criteria, enhancing solution quality • Leveraged AI tools Kiro and Spectrum GPT to analyze and condense complex requirements, improving documentation efficiency • Generated process flows using Lucid chart AI by populating requirements, supporting stakeholder understanding • Followed Software Product Development Lifecycle (PDLC) 10/2023- 02/2025 - Lockstep Technology Group - Business Analyst (Contractor) Opportunity to Cash Process Flows for a Migration Project Identified best solutions for an acquired company using ConnectWise to align with business strategies • Developed comprehensive Opportunity to Cash Process Flows for Migration Project, facilitating seamless business operations transition • Conducted gap analysis between ConnectWise and Procomputing ERP systems, identifying critical integration needs • Collaborated with SMEs to capture current processes and define acceptable gaps for Procomputing ERP application • Produced detailed data mapping documents and training materials to support system adoption and knowledge transfer • Followed SDLC 06/2022-02/2023 St. Jude Children’s Hospital - Business Analyst (Contractor) Agile environment, using JIRA, working with the incoming Donor Team • Creation of JIRA Stories for requirements of transactions received from donors, gift processing, production support, and new projects Kathy (Kate) Caulfield 2 • Led the 2022 Year End process of incoming donations, ensuring smooth operations and accurate handling of donations • Collaborated with the Product Owner on backlog refinement to prioritize and streamline development tasks • Designed Confluence pages, organized Standard Operating Procedures (SOPs), and code snippets. Created functional diagram flows to visualize the process of gifts received at various stages of the cycle • Utilized Mavro (Scanning Application) and DMS (Donor Management System) to retrieve and validate donor information. For data analysis, SQL Server Management Studio used to review incoming data, ensuring its accuracy and reliability • Created forms (Teams) for new hires, streamlining the onboarding experience and ensuring a smooth transition for new team members 03/2019-05/2022 Refinitiv - London Stock Exchange Group (LSEG) - Technical Business Analyst – Data Enablement As part of the CPQ/Quote to Cash Migration Project, conducted an analysis to identify the objects to retrieve from legacy platforms such as Siebel, Genesis, and SAP, and migrate them seamlessly into Salesforce. • Elicited requirements and addressed any impediments that were identified after the finalization of designs for both the 3rd Party and Customer Operations aspects of the CPQ project reporting using JIRA • Authored Salesforce source-to-Snowflake EDW data mapping using Salesforce Inspector and map it to the various targeted Universes in EDW (Snowflake) Cloud • Created SAP BusinessObjects and Salesforce reports Data Analytics • Supported report migration by resolving testing issues with developers via JIRA • Analyzed Thomson Reuters employee BusinessObjects usage during the TR–Refinitiv separation; identified universes for retirement or transfer using Tableau and MS Access • Collaborated with Finance to deliver a Power BI vs. BusinessObjects POC, evaluating capabilities to support tool selection Product Owner (07/2021-05/022) Addressed production issues, accommodating new requirements, and managing business as usual activities for Marketing, Finance, and Quote to Cash. • Reviewed and refined JIRA backlog stories to improve workflow efficiency • Designed an Intake Request Form to reduce meetings and accelerate story intake by capturing requirements upfront • Built and maintained a SharePoint site for intake forms and Change Control Board (CCB) story tracking • Prepared and presented Impact Assessments and Delivery Approval requests to the CCB, securing stakeholder approval • Actively engaged in explaining and justifying requested changes for majority approval. This included working closely with stakeholders to ensure a clear understanding of the change requests and their impact 5/2018-10/2018 Spectrum (Charter Communications) – Integration Analyst (Contractor) Data element mapping between different enterprise systems, ensuring smooth integration and translation of rules for Gateway services using JIRA. • Collaborated closely with Solution Architects, Business Analysts, API Developers, and UI Developers to understand user requirements and identify any gaps in the existing capabilities and documented on JIRA • Identified and utilized codes from the Reference Data Model (RDM) • For verifying the results returned from an API, utilized Postman, a tool for testing and debugging APIs • Postman used to validate and ensure the correctness of the data being returned by the API Kathy (Kate) Caulfield 3 • Created Swagger specifications using YAML, which was then translated into JSON 10/2017-03/2018- Thompson Coburn, LLC – Business Analyst Created architectural diagrams for a SharePoint 2013 Farm. These diagrams visually represented the structure and components of the SharePoint environment, and an overview of its architecture. • Migration Project Team - SharePoint 2010 to SharePoint 2013. To track and manage issues throughout the migration process, utilize Team Foundation Server (TFS) as an issue tracking tool. • Created process flows for the implementation of new market tax credits. 02/2016-04/2017 - Wells Fargo Advisors - Business Analyst/Access Development (Contractor) Re-engineered an Affiliate Disclosure database and created a Suitability Tracking database to ensure compliance with regulatory requirements and to enhance tracking and monitoring capabilities. • To improve the usability and functionality of existing databases, analyzed current state. Streamlined and consolidated the databases, creating a more user-friendly and efficient system • For the development of processes and exporting outcomes to an Excel spreadsheet, VBA (Visual Basic for Applications) was utilized, enabling seamless data transfer and reporting • Developed reporting capabilities for management, specifically focusing on monitoring lending asset management and affiliated disclosure agreements required by financial advisors. • Created process flows and worked on both the back-end and front-end development for the business and technical teams using JIRA (all ceremonies using Agile methodologies) 10/2015-01/2016 - Enterprise Holdings - Data Analyst –Human Resources (Contractor) 3-month effort, extended by an additional month, to build an Access Database as part of the enterprise's initiative to re-engineer and enhance their Excellence Achievement Award (EAA) process. • To automate data uploads, utilized VBA (Visual Basic for Applications) to import data from Excel (pivot tables/V-Lookup) spreadsheets into the Access Database • To track metrics for EEA qualifications by extracting data from various sources such as iCIMS and PeopleSoft. This data included hiring, diversity, and retention rankings from regional and branch offices across the United States and Canada. The extracted data was used to measure and evaluate EEA qualification criteria • Created a detailed data mapping document. This document provided a comprehensive overview of the data sources, the corresponding fields in the Access Database, and the transformations required for successful data mapping • Generated various query calculations within the Access Database to identify the top rankings based on the defined metrics 01/2015-09/2015 - USDA - Data Analyst – Rural Development (Contractor) A data consolidation project of Borrower Operating Reports from various programs using Agile Methodology. The goal was to migrate the data to a new infrastructure and website. • Created user stories related to reporting in JIRA • Consolidated data from Telecom, Water and Electric Operating Reports • Created an Access database to assist the developers with one location to acquire criteria/formulas for each row of the various reports such as current state errors, warnings and validations acquired from various artifacts Kathy (Kate) Caulfield 4 • Developed a cost benefit and gap analysis for a Civil Rights project, comparing Salesforce.com, entellitrak and QAction applications Education Lindenwood University Previous License Series 6 and 63 (Annuities, Mutual Funds) - 9 years Insurance License (Life, Health, Disability, Dental) - 9 years