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Operations Analyst Resume

New York, NY


  • Quality - focused professional with a background in financial services, a forthcoming BS in Computer Science, and a passion for making a positive impact on products, processes, and people. Dedicated to providing testing and analysis that enables high quality software solutions.
  • Maintain flexibility in order to explore ideas, rapidly adopt emerging solutions, and overcome technical limitations.
  • Uncover opportunities to automate processes, optimize workflows, and drive broad adoption of best practices.
  • Work with internal / external stakeholders to build an understanding of software products and user requirements.


Operations Analyst

Confidential - New York, NY


  • Served as an end tester for the company’s new CRM system. Improved software performance and usability by uncovering numerous issues, including high-priority bugs that were flagged for immediate resolution.
  • Created a SQL code to automate key aspects of the revenue distribution evaluation process, a tool that has increased payout accuracy by highlighting and enabling rapid resolution of payment issues.
  • Leveraged support data to help the Product Development team improve the company’s software, including introducing a scheduling feature that has underpinned a new multi-million-dollar revenue stream.
  • Provided insights that enabled the UX Design team to optimize the functionality of a new CRM, ensuring the system aligned closely with the needs of end users.

New Business Consultant

Confidential - New York, NY


  • Developed a broadly distributed, step-by-step manual outlining the account creation process, a resource that simplified the complex process and reduced the need for individual support while driving greater accuracy.
  • Tapped by leadership to participate in a budget development / resource optimization project. Leveraged technical expertise to both track and visualize data crucial to the strategic process.

Confidential - Pennington, NJ

Wealth Strategies Analyst


  • Strengthened the teams’ ability to serve clients and develop research-based strategies by serving as a regional trainer to new hires and junior financial advisors on all 3 of the firm’s business critical proprietary systems.
  • Served as an end tester for the company’s Wealth Outlook platform, ensuring the accuracy of outputs produced by the new financial analysis software.
  • Recognized as a leader among the team in the areas of customer service, data accuracy, and compliance, as evaluated by internal audits of phone conversations and notes / logs associated with each account action.

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