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RssBusiness Analyst

Business Analyst (MBA) accomplished at developing applications for mutual funds, insurance and finance industries. Areas of expertise include creating a variety of performance reports, comprehensive testing and supporting financial programs to automate and optimize critical business processes. Unique combination of diverse experience in business analysis and software engineering. Proven track record of delivering projects effectively and efficiently. Looking for a position of business analyst/product manager

Business Analyst

Milwaukee, WI

About Me

Industry:

Information Technology

Occupation:

Business Analyst

Ideal Companies:

Financial Service, Insurance company, Bank
 

Education level:

Master

Will Relocate:

No

Location:

Milwaukee, WI

Work Experiences

1/2004 - 3/2009

US BANK FUND SERVICES, INC., Milwaukee, WI

Manager

  •  Managed the application Fundstation that automates a wide range of fund administration including regulatory, compliance, marketing and financial reporting, and maintained all processes (inbound, outbound, nightly pricing). Established essential secure ftp file delivery to customer servers.  Created customized performance reports and queries (before and after taxes, synthetic, gross of fee) according to customers specifications.  Automated the extraction of prices from Bloomberg database and upload into the Fundstation increasing accuracy and efficiency.  Educated internal and external customers (fund administrators, relationship managers, and fund representatives) to increase understanding of all aspects of mutual fund performance calculations.  Developed a comprehensive set of the testing plans (unit, functional, system, regression) to insure identification and resolution of potential system upgrade problems.  Responsible for managing Fundstation (Confluence) and its reports. Responsible for managing Fundstation (Confluence) and its reports.

4/2002 - 1/2004

STRONG INVESTMENTS, INC., Milwaukee, WI

Individual Contributor

  • Responsible for IT support of Fund Accounting Department

Education

2008

Master Degree

Keller Graduate School

  • Business Administration

1993

Bachelor Degree

University of Nebraska at Omaha

  • Computer Science

Keywords