Operations Analyst Resume
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New York, NY
SUMMARY
- 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.
PROFESSIONAL EXPERIENCE
Operations Analyst
Confidential - New York, NY
Responsibilities:
- 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
Responsibilities:
- 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
Responsibilities:
- 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.
