Amy B. Soos
**** ******* **., #* ? San Diego, CA 92104 ? 619. 632.3296 ?
********@*****.***
BUSINESS ANALYST
Business Solutions Product Development Process Improvement
Big-picture focused, hands-on Researcher with 10 years of experience in
collection, synthesis, and report generation, balancing the tradeoffs of
risk, quality, and cost to support Customer Knowledge Management
strategies. Adept at deploying analytical research to steer the marketing
of products and services, client acquisition, and revenue retention.
Experienced in the analysis and design of business and operational
reporting data while managing the aggregation of data into central
repositories for easy archiving, retrieval, and tracking.
( Process Flow Mapping/Quality Assurance ( Risk Assessment/Mitigation
Strategies
( Ad-Hoc Reporting, Database Analysis ( Statistics/Data Mining/Data
Cleansing
( Qualitative & Quantitative Evaluation ( Client
Acquisition/Satisfaction/Retention
( Data Management & Fact-Based Analysis (
Presentations/Communication/Collabo
ration
The Governance Institute (1999-2010)
San Diego, CA
Senior Researcher-Product Manager Board Assessments (2003-2010)
. Analyzed business data; designed, developed and executed quality
processes to drive consistent, repeatable, and scalable solutions in
gauging board performance for improved healthcare governance.
. Submitted 100% on-time reporting to elevate board assessment as the
chief benefit of Governance Institute membership. Assimilated time-
based reports; evaluated, documented, and advised of trends.
. Project managed full life-cycle of Governance Support Program; gathered
requirements and functional specifications, oversaw project scope, risk
mitigation, quality, communication, and deliverables.
. Led 1-5 direct reports, synthesized data; formulated business workflows;
performed complete due diligence to ascertain trends, discrepancies, and
areas of exposure; conducted feasibility analysis and addressed issues.
. Key advisor to executive management in drafting customized board
development plans. Co-presented educational sessions at Governance
Institute Leadership Conferences. Authored TGI publications.
Research Project Coordinator (2000-2003)
. Guided start-to-finish restructuring of research department; developed
long-range plans for managing Governance Institute materials.
Standardized project methodologies, increased efficiency, and
productivity.
. Drove new product development, adoption, and implementation phases;
launched Elements of Governance-most preferred Governance Institute
online publication series.
. Established formal business practices that improved marketing efforts,
retention, and sales through the launch of resource catalog and member
handbook.
. Designed and equipped the department with E-Learning courses as an
online library of content-rich resources for fundamental governance
knowledge.
Amy B. Soos
Page 2
Executive Assistant to the President (1999-2000)
. Planned, organized, and prioritized workflow; managed databases and
meeting calendars, oversaw programs and travel arrangements. Managed
logistics for meetings and special events.
. Prepared budgets and reconciled expense reports; broke down revenue and
expenditures to provide insight into expense trends for executive level
reporting.
. Drafted and refined documents and forms, composed letters, reports and
memos; managed deadlines and follow-up on action items regarding
sensitive information.
Bachelor of Science, Business Management, San Diego State University
Proficient in MS Excel, Word, PowerPoint, and Outlook
Expert in survey/questionnaire design, analysis, and reporting
Professional experience with version control and release management
Superior written and verbal communication skills
Professional experience with Crystal Reports
Expert meeting facilitator
MS Office
Crystal Reports
Database Design
Questionnaire Design and Use, Anderson, Niebuhr & Associates
Analyzing and Reporting Data, Anderson, Niebuhr & Associates
Communicate to Influence, Decker Communications
Data Vault Modeling, Genesee Academy
PROFESSIONAL DEVELOPMENT
PROFESSIONAL EXPERIENCE
EDUCATION
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