Experience

Quility Insurance

• Insurance
• 100 - 200 Employee

• Director - Business Requirements Analysis

  • Aug 2023 - Present



Thrivent

• United States
• Financial Services
• 700 & Above Employee

• Lead IT Business Systems Analyst

  • May 2019 - Aug 2023

  Appleton, WI Translate business requirements into technical specifications Analyze data to identify patterns and solutions to root causes of problems Partnering with IT and business partners to drive business value and continuous improvement Design solutions using pre-existing and new technologies Balance multiple deadlines and prioritize key deliverables Solve technical problems and recommend solutions Work with business and software developers to identify and resolve issues Support… Show more Translate business requirements into technical specifications Analyze data to identify patterns and solutions to root causes of problems Partnering with IT and business partners to drive business value and continuous improvement Design solutions using pre-existing and new technologies Balance multiple deadlines and prioritize key deliverables Solve technical problems and recommend solutions Work with business and software developers to identify and resolve issues Support testing and facilitate communication to stakeholders Prepare end-use documentation and participate in training Support software deployment activities

• Business Systems Analyst

  • Jun 2017 - May 2019

  Appleton, WI -Implements, modifies, tests and administers complex systems applications -Lead larger or departmental systems projects, act as a liaison between IT , vendors and end-users to support business needs through systems improvements and represents the user area in all system enhancement and design activities. -Assist in defining, developing, and providing information and analysis to drive and support decision-making for complex processes and business operations for internal and external… Show more -Implements, modifies, tests and administers complex systems applications -Lead larger or departmental systems projects, act as a liaison between IT , vendors and end-users to support business needs through systems improvements and represents the user area in all system enhancement and design activities. -Assist in defining, developing, and providing information and analysis to drive and support decision-making for complex processes and business operations for internal and external customers -Provide work direction to less experienced analysts -Support Salesforce and other tools supported by vendors



Thrivent

• United States
• Financial Services
• 700 & Above Employee

• Sr. Compliance / Regulatory Analyst LIC

  • Jul 2014 - 2017

• Senior Business Analyst

  • Oct 2006 - Jul 2014

  Appleton, WI -Implements, modifies, tests and administers complex systems applications -Lead larger or departmental systems projects, act as a liaison between IT and end-users to support business needs through systems improvements and represents the user area in all system enhancement and design activities. -Assist in defining, developing, and providing information and analysis to drive and support decision-making for complex processes and business operations for internal and external… Show more -Implements, modifies, tests and administers complex systems applications -Lead larger or departmental systems projects, act as a liaison between IT and end-users to support business needs through systems improvements and represents the user area in all system enhancement and design activities. -Assist in defining, developing, and providing information and analysis to drive and support decision-making for complex processes and business operations for internal and external customers -Provide work direction to less experienced analysts

• Mutual Fund Accountant

  • Oct 2005 - Oct 2006

  Appleton, WI -Prepared, recorded, and analyzed account activity for multiple investment portfolios and mutual funds. -Prepared daily cash activity for Portfolio Managers, researched Corporate Actions, and verified daily interest, dividend, and expense accruals. -Calculated net asset value/unit value daily to ensure no discrepancies. -Prepared monthly reconciliation workpapers.



Thrivent

• United States
• Financial Services
• 700 & Above Employee

• Case Manager

  • 2004 - 2005

  Appleton, WI -Processed good form review for 529 College Savings Plans -Provided assistance to Financial Representatives with mutual fund transactions and questions -Assisted Manager with written communications and drafted letters -Researched problems with member’s accounts and provided members with options to rectify errors. -Reviewed Power of Attorney documents for powers granted. -Updated departmental policies and procedures. -Served as Consultant for Continuous Improvement Team… Show more -Processed good form review for 529 College Savings Plans -Provided assistance to Financial Representatives with mutual fund transactions and questions -Assisted Manager with written communications and drafted letters -Researched problems with member’s accounts and provided members with options to rectify errors. -Reviewed Power of Attorney documents for powers granted. -Updated departmental policies and procedures. -Served as Consultant for Continuous Improvement Team and provided team members with guidance on implementing continuous improvement service delivery ideas.

• Customer Service Professional

  • 2003 - 2004

  Appleton, WI -Serviced internal and external customers; trained and worked on fixed annuities, settlement options, and mutual funds -Performed withdrawals and redemptions and assisted both members and field associates with product specific questions and specific account problems. -Participated on Continuous Improvement Team.