Business Systems Consultant Resume Charlotte, NC - Hire IT People

SUMMARY:

Offers 15+ years of professional experience entailing team contributor and employee management leadership roles including: big data analysis by sourcing multiple systems to produce sound intelligence modeling and action plans; business action plans
Business continuity action planning; business requirement documents waterfall or agile for applications and reporting; business operations management (up to 8 direct employees)
Charting business process and employee workflows; federal regulatory projects; investments including mutual funds and collective trust funds (analysis of performance and revenue)
General ledger accounting and reconciliation; management reporting and presentations; merger experience to include Ameriprise, Corestates, Wachovia, Everen, Money Store, Confidential, etc.
Organization risk management such as third party vendor ranking and monitoring; project management experience including the full cycle of five product builds from conception to implementation
QA method formulation and execution, RFPs, service contracts; statements of work; surveys; and three organization - wide system conversion projects.

PROFESSIONAL SUMMARY:

Business Systems Consultant

Confidential, Charlotte, NC

Responsibilities:

Mutual Fund Company Vendor Manager: Partnered with 300+ external mutual fund company wholesaler relationships regarding product availability, pricing, and client service ranging from multibillion-dollar institutional top shelf distributors to smaller boutique niche firms distributing smaller cap socially responsible products.Sales and Relationship Manager Liaison to Retirement Investment Products: Consulted with Confidential clients, relationship managers, investment analysts, investment advisors, and third-party investment consultants to successfully meet 401(k) and pension client needs based on strategy/pricing and assisted parties involved to redline and execute necessary contracts to trade investments. Client assets under management can range from tens of millions to multi-billions of dollars. Stellar service yielded numerous department and employee shared success rewards for providing excellent client retention and satisfaction.
Proprietary Mutual Fund Website Product Manager: Complete end to end designer and business stakeholder sourcing and utilizing IT and lines of business partners for the development/enhancements for an Oracle database, graphical user interface GUI website for desktop and mobile applications, and ad hoc/canned analytics reporting to track investment products for availability, pricing/invoicing, reconciliation, asset positioning, investment categorization, etc. It was estimated the initial implementation of the investment product tracking tool generated $9.8 million in unaccounted revenue share, and saved approximately $300k, in annual rolling operating costs through efficiencies gained and labor costs saved.
Financial Product and Data Analyst: Advanced in working with multiple database systems such as ( corporate trust and recordkeeping) to source out specific bodies or tables of data with front end system tools or analytics, then match them with each other using primary keys and tools (such as MS Access and MS Excel) to develop meaningful reports such as

Product and Vendor Manager

Confidential, Milwaukee, WI

Responsibilities:

Contributed as a vendor manager sourcing those with industry publications Pathfinder to implement “off-the-shelf” products entailing statements of work, service contracts, and implementation strategy including firms such as Masterypoint Financial Technologies to negotiate
Implement, and maintain various 401(k) retirement web products for client websites including investment portfolio advice and total lifetime savings retirement calculator products. New products upgrades to sponsor web generated a 10% increase in participant web traffic

Project ManagerOperations Manager/Operations Specialist

Confidential, Charlotte, NC

Responsibilities:

Project Manager: Contributed the development of new products for proprietary recordkeeping systems like a custom report writer so the organization could query ad hoc client information in custom templates that the user could save in a library to automate job runs if necessary to save time and track information more efficiently.Acquisitions Subject Matter Expert: Contributed as an expert for the merger and acquisitions team by handling numerous mergers 401(k) plans such as Corestates
Operations Manager: Supervised up to 8 reports at one time for corporate employee 401(k) plan operations including teams that specialized in distributions, loans, fund transfers, and payroll processing while working with third-party consultants and internal audits to improve overall operation efficiency and compliance using planning tools such as

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Business Systems Consultant Resume

Charlotte, NC

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