Product Development Analys Resume

SUMMARY:

Results - oriented product development and project management professional wif 10+ years of experience in teh financial services industry.

Proven ability to effectively manage and understand highly-complex projects and tasks requiring teh balancing of multiple priorities.

Broad noledge of teh product lifecycle from concept to implementation. Highly-skilled communicator wif a strong history of bringing together clients, team members, and 3rd party partners to achieve business goals.

Proficient in teh most relevant technologies and methodologies including Agile/Scrum, JIRA, Team Foundation Server, Arbortext, and Microsoft Test Manager.

TECHNICAL SKILLS:

Project Management
Process Improvement
Client Engagement
Business Requirements
Use Cases / User Stories
System Documentation
Agile / Scrum
Workflow Design
Solution Design

PROFESSIONAL EXPERIENCE:

Product Development Analyst,

Confidential, TX

Participate in development of custom software for public court systems nationwide. Complete various aspects of teh software lifecycle wif developers and implementation analysts including teh creation of user stories, application requirements and use cases, decomposition activities, research and analysis, and project improvements. Maintain high level of product noledge to address client needs. Author user documentation.

Played key role in complex project for specialized workflow for state municipality requiring customization and new development beyond core system.
Collaborated across departments on initiatives to improve product analysis and presentation.
Conducted research and analysis to solve highly-complex issues to meet teh needs of current and potential clients.

Wealth Management Development Consultant,

Confidential,TX

Served as liaison between clients and internal and external partners to foster communication and drive project initiatives. Trained internal partners, staff, and new and existing clients on proprietary software and processes both onsite and digitally. Created user documentation.

Partnered wif sister company, TaxAct, on project to create API’s dat filtered client data in order to find suitable clients to refer to local advisors for additional products and services.

Technology Product Analyst,

Confidential, Dallas,TX

Supported outside vendors and internal partners in maximizing client experience wif enterprise website. Completed a variety of projects including new development, integration of API’s and data, site upgrades, security patches, functionality changes, and data enhancements. Oversaw multiple aspects of teh product lifecycle including development of business requirements and acceptance criteria, authoring documentation, workflow design, and data modeling. Communicated wif clients to ensure satisfaction wif project direction and results, and negotiate plans, time frames, and other details.

Monitored all stages of development process for accuracy and quality of finished production.
Performed website improvement initiative, analyzing competitor websites for effective features and experiences and integrating them into Confidential site.
Collaborated across departments to determine best practices for new development.

Client Analyst,

Confidential, Dallas,TX

Managed multiple portfolios for clients wif ultra-high net worth as part of private banking team. Advised clients on a number of investment platforms including equities, mutual funds, bonds, private equity, and hedge funds.

Analyzed software use of client associates to determine ways to streamline processes and eliminate inefficiency.
Achieved consistent sales goals of $3M and highest team service rating average for 2 years.

Registered Financial Consultant, Confidential, Lewisville, TX

Evaluated financial goals of clients and provided consultations on cash management strategies, insurance coverage, investment planning activities, products, and services to best meet customer needs.

Maintained a consistent ranking wifin teh top ten producers and top five nationally for sales to conversion ratio.
Attained a 97% client satisfaction rating.

Licensed Financial Banker, Confidential, TX

Fostered relationships wif financial clients to provide and promote banking services.

Realized exceptional sales metrics, exceeding sales goals by 20% and growing customer base by 24%
Participated in community affairs to increase branch visibility and promote new opportunities.

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