Sales Project
Resume:
Amy Schulz
***** ***** ** ~ Farmington, MN ****4
763-***-**** *******@*****.***
Business Analyst, Team Lead High Tech Communications
I have an outstanding working knowledge in various fields of technologies. I have worked extensively with
requirements, analysis, and testing, build and design teams. I have spent time working through the entire
development lifecycle. I partnered with software design and testing to complete my requirements. I have
six years of business analyst experience with three major corporations providing requirements writing,
data administration, project management, and team leadership. I have expert skills in Excel, functional
requirements and analysis design and writing, meeting facilitation with clients, architects and developers.
Solid skills in problem solving and documentation, also skilled in:
Excel reporting
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Business Analysis
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Functional reporting
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Requirements design lifecycle
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Creating PowerPoint presentations
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Access database design
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Preparing communications
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Functional requirement writing
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Project Coordination
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Microsoft Project
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Cross organizational communications
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Professional Experience
Accenture Porting Service 2005-2009
Requirements Analyst/Team Lead Trading Partner Management
Created suites of requirement documentation for multiple clients
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Lead client initiated projects with various external and internal groups
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Gathered and delivered functional requirements for newly developed automated solutions further
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reducing manual interactions and decreasing human error factor
Team leader
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Partnered with design and testing teams to carry requirements through the development lifecycle
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Re-designed ordering process through software product development to improve client facing
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functionality
Ameriprise Retirement Service 2004-Oct 2005
Marketing Education Analyst
Designed and customized financial education seminars in power point format for American
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Express and Ameriprise employees nationwide.
Developed the suite of promotional materials to accompany seminars and increased average
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attendance from 11 to 19 people per session
Analyzed surveys from educational session to determine the optimal educational curriculum for
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each national location which increased average satisfaction from 4.2 to 4.7 on a scale of 1-5.
Designed Access database to automate the tracking and reporting process of satisfaction scores.
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Partnered daily with internal and external legal partners to assure compliance to SEC regulations.
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American Express Financial Sales Consulting 2003-2004
Business Analyst
Gathered requirements by interviewing project owners, developers, and end users in order to
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help build new web tools for financial advisors.
Lead cross organizational teams to stream line the quality of advice process to decrease the
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turnaround time from 92 to 63 days by the creation of an Access database.
Researched technology options to keep the wholesalers connected to home office. Helped
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implement solution to allow teleworkers to connect and report to home office in real time.
Designed and managed nationally released reports to track the success of a field sales
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department.
Developed a variable compensation model inside Excel to process payroll requests and assist in
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departmental budgeting.
Tracked and managed a national financial advisor schedule
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Set help desk phone schedules and tracked daily activities through reporting.
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American Express Tax and Business Services 2001-2003
Office Manager
Implemented Access database to automate the tracking of tax returns through each step in the
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process decreasing allowing multiple tax preparers to work in tandem for timely completion.
Partnered with IT to virtually combine two offices to allow for simultaneous billings from both
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locations.
Managed billing, accounts receivable, and collections for two area offices.
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Trained leaders and co-workers on e-file and tracking systems.
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Assembled personal and business tax returns.
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Handled all expense reporting, calendaring, and travel arrangements for two offices.
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American Express Insurance and Annuity Transactions 2001-2001
Insurance Transaction Agent
Took phone calls on a multi-line phone
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Answered insurance product questions from financial advisors and clients.
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Preformed transactions in variable and non-variable insurance products.
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Education
Knox College~Galesburg, IL 1996-2000
Studied Spanish and Education
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Soccer Captain
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President Knox College Chapter “FEARLESS”
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Metrostate University
Pursuing Degree in Technical Communications
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Additional Training
Crystal Reports License
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Advanced Access Classes
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Advanced Excel Classes
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Trained in Method 1 ideology
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CMS Supervisor training
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Six Sigma Green Belt Certified
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Series 63
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Series 6
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HTML Code
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MS Visio
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Contact this candidate