1. Carol Rodger – Curriculum Vitae
Name: Carol Rodger
Address: 66 Saughtonhall Drive, Edinburgh, EH12 5TL
Phone no: 07742 151205
Email: carol.rodger11@tiscali.co.uk
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Employment History
July 2015–present
People’s Postcode Lottery
Usingmainly Agilemethodology, I currently work as a Business Analystfor People’s Postcode Lottery. I am working on
a number of projects as well as changemanagement. My Projects have included implementing Salesforcefor one of
our teams and implementation of our new website.
Duties included:
Organisingand takingpartin workshops and meetings with product owners/stakeholders to elicitand
analysebusiness requirements
Documenting Business Requirements in Requirements Traceability Matrixes and in BusinessRequirements
Documents
Documenting user Stories in the Jira system
Organisingand chairingmeetings with key product owners/stakeholders to ensure business requirements are
successfully captured and prioritised by business impactusingtheMoSCoW prioritization method
Quality checkingDesign Documents provided by vendors to ensure all requirements have been captured
Mappingout as-is and to-beBusiness Processes usingVisio
Takingpart in Business Process Map walk-throughs with key Stakeholder groups to ensure they understand
and agree to the new processes mapped in the Visio documents
Takingpart in Sprint planningand Scrum meetings
Supporting UAT by analysingproblems identified duringthetesting effort to determine if they are defects
Providingtesters with support and guidancein their testing efforts
Providingchangecontrol guidanceand documenting any changes to requirements in Change Request
documents
Helpingto put in placea BA framework/methodology for new BAs to follow
Courses:‘QA ManagingProjects in Agilewith Scrum’ and ‘ADM-201: SalesforceAdministration Essentials for
New Admins’
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April 2010–June 2015
Franklin Templeton Investments
Usingmainly Waterfall methodology, I worked for the International TA PMO at Franklin Templeton Investments. I
started as a Test Analystinvolved in testing and supportingthe implementation of a new operating system. I then
became a Business Analystand worked on a major projectto implement a major UK product onto our operating
system, as well as some smaller projects.
January 2014–June 2015
BusinessAnalyst
Duties included:
Organisingand takingpartin workshops and meetings with product owners/stakeholders to elicitand
analysebusiness requirements
Documenting Business Requirements in Requirements Traceability Matrixes and in BusinessRequirements
Documents
2. Organisingand chairing meetings with key product owners/stakeholders to ensure business requirements are
successfully captured and prioritised by business impactusingtheMoSCoW prioritization method
Quality checkingDesign Documents provided by vendors to ensure all requirements have been captured
Compiling Target Operating Models to map high-level 'As Is' operations to new 'To Be' operations
Compiling Business OperatingModels to further define the ‘To Be’ operational tasks and the teams expected
to carry outthose tasks
Takingpart in 'To Be' Business Process Mappingworkshops with key Subject Matter Experts to map out new
business processes
Mapping out the new Business Processes in Visio diagrams
Taking part in Business Process Map walk-throughs with key Stakeholder groups to ensure they understand
and agree to the new processes mapped in the Visio documents
Determining test scenarios required for User Acceptance Testing (UAT)
Preparing test scripts required for User Acceptance Testing
Supporting UAT by analysingproblems identified duringthetesting effort to determine if they are defects
Providing testers with support and guidancein their testing efforts
Providing changecontrol guidanceand documenting any changes to requirements in Change Request
documents
April 2010–December 2013
Test Analyst
Duties included:
Analysing design documents, requirements documents or change request documents to enable the creation
of test scripts
Creating test scripts to be used to carry out detailed testing of a new operating system, new functionality and
defect fixes
Carryingout checkingand testing in the test environment to ensure test scripts areaccurate
Liaisingwith business analysts and key Subject Matter Experts to ensure test scripts areaccurateand easy to
follow
Gaining detailed knowledge of the new operating system to enableaccurate testing and test scriptcreation
of a wide variety of topics
Participatingin System Integration Testing and User Acceptance testing
Leading a team of testers carryingoutUser Acceptance Testing, ensuringaccuratetesting and providing
guidanceand support
Compiling weekly testing status reports to provide Managers with testing progress and adviseof any defects
detected
Leading a team from the business carryingoutModel Officetesting, ensuringaccuratetesting and providing
guidanceand support
Raising systemdefects identified duringtesting phases in Quality Centre
Managingdefects and liaisingwith systemdevelopers to ensure speedy resolution
Chairingdaily defect callswith testers and developers to discuss defects raised and track resolution
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November2007–November 2009
Citigroup
On joiningCitigroup I was involved in a projectto develop a box management and dealingsystemfor an external
client.I then worked for a trade processingteam, responsiblefor processingtrades through the fund accounting
system on behalf of three external clients.
June 2008–November 2009
Supervisor,Transaction Control Team
Duties included:
Supervisingand trainingof team
3. PreparingDaily Task listfor team
Dealingwith any staff-related issues as they happen
Ensuringall tasks arecompleted accurately and in a timely manner
Monitoringincomingtrades (includingEquities and Bonds,Derivatives,Deposits,FXs) on accountingsystem
and processingin time for various pricingpoints
Repairingfailed trades
Processingsubscriptionsand redemptions
Liaisingwith the external clients to ensure outstandingqueries areresolved in a timely manner and dealing
with any ad-hoc queries from them
Handlingqueries from other teams and ensuringthey are dealt with in a timely manner
Overseeing the Risk and Control Self-Assessment for the team
Resolution of errors and breaches
Creating procedures for the teams’ tasks
November 2007–June 2008
Team Leader, UnitMatching and DealingTeam
Duties included:
Supervisingand trainingof team
Setting objectives for the team
Dealingwith any staff-related issues as they happen
Ensuringall tasks arecompleted to prepare for testing phases
Creating test scripts in order to carry out detailed testing of new system
Ensuringthat all testingphases arecarried out within the timescales setby the project team
Ensuringthat all problems and queries areresolved in preparation for system going live
Creating a Transition Plan detailingtheend state model for the team in preparation for moving from the
Model Officeto Business as Usual
Ensuringall processes arein placefor system going live
Testing new updates to the system
Developing the working procedures necessary for the team
Creating a trainingplan for new starts
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November2005–November 2007
First New Zealand Wrap UK Ltd
On joiningFNZ I was involved in the development and successful implementation of a Wrap Platformfor an external
clientuntil the system went livein May 2006. I then worked as a Dealer in the Operations Team.
May 2006–November 2007
Dealer
Duties included:
Monitoringof Platformfor all new business placed
Producingdealingfaxes and placingdealswith fund managers
Collating,pricingand completingdeals usingthe Platform
Resolution of errors and breaches
Handlingqueries from the external clientand external fund managers
Trainingand supervision of new staff
November 2005–May 2006
Project Analyst/SystemTester
Duties included:
Testing new updates to the Wrap Platform
Supervisinga team of testers from the external clientand dealingeffectively with projectqueries
4. Developing the working procedures necessary for the Operations Team
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March 1999–November 2005
Mellon European Fund Services
Workingas both a Retail Dealer and Agent Services Administrator,my responsibilitieswere across a broad spectrum
of activities.
February 2002–November 2005
Retail Dealer
Duties included:
Handlingdeals via telephone/fax/application form/EMX
Inputting of deals into internal computer system
Calculatingand checkingmanagers box positions
Daily pricing of funds
Producingmonthly BACS tapes for regular savers
Managingqueries from agents
Resolution of errors and breaches
Planningthe workday for the team
March 1999–February 2002
Agent ServicesAdministrator
Duties included:
IFA databaseadministration
Providingagents with up to date policy information
Managingdiverserange of correspondence from agents
Handlingtelephone queries from agents
Organising paymentof commission to agents
Deputising for the team leader and planningthe workday for the team
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January 1999–February 1999
Transco
Temporary employment as officeadministrator
March 1995–December 1999
Scottish Cultural Press (bookpublisher)
Duties included:
Editingand proof-readingof books
Marketing and promotional work
Typesetting and design of books
Liaising with authors,printers,designers and sales-reps
Production
General officeadministration
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5. Education
1991–1994: Napier University, Edinburgh
Degree: BA Publishing
1985–1991: Aberdeen Grammar School
O Grades: English;Maths; Geography; French; Art; Arithmetic; Anatomy, Physiology and Health; Biology;Chemistry;
Physics
Highers: English;Maths; Geography; French
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References
Human Resources
People’s Postcode Lottery
76 George Street
Edinburgh EH2 3BU
Human Resources
Franklin Templeton Investments
5 Morrison Street
Edinburgh EH3 8BH
Human Resources
Citigroup
1st Floor,Holyrood Park House
106 Holyrood Road
Edinburgh EH8 8AS
Human Resources
FNZ Wrap UK Ltd
1 Tanfield
Edinburgh EH3 5DA
Human Resources Department
Mellon European Fund Services
2 Festival Square
Edinburgh EH3 9SU