Quality Assurance Sales

TIMOTHY P. KOHLMEYER

**** ******* **.

Downers Grove, IL 60516

630-***-**** ***.*********@*****.***

WORK EXPERIENCE

NUVEEN INVESTMENTS, Chicago, IL 1999 – 2008

Business Analyst

Primary liaison between IT and functional business units. Delivered new business-critical systems as well as

high-impact enhancements to existing systems for a leading Chicago financial institution with over $150 billion

in assets under management and $800 million in revenue annually.

Project Assessment / Client Orientation

• Met with stakeholders at all levels of the organization to understand business needs, clarify

requirements and define project objectives through JAD sessions and one-on-one meetings with SMEs.

• Developed exceptional working relationships with all departments including operations, risk

management, portfolio management, human resources, sales, marketing and ecommerce to ensure

effective communication of project deliverables.

• Developed business case, cost benefit analysis and project plan for new email marketing platform.

Defined requirements for a new centralized system including needed features, business intelligence

capabilities, data integration, transition from existing system, stakeholder considerations and

technology risks.

Scope / Documentation / Communication

• Defined scope of projects through creation of business requirements as well as technical requirements

documents. Obtained client signoff, provided project roadmap, timeline and milestones and

communicated project status weekly.

• Worked extensively on e-commerce, B2B revenue generating systems including custom campaign

management, sales-lead-generation, customer relationship management, customer segmentation and

online product presentations in a .Net environment. Modeled business processes and data flow, created

business and use cases, developed business and technical requirements.

• Delivered a new web-based application to risk management group to monitor investment risk by

counterparty, fund, investment team, rating and duration. Met with SMEs, gathered requirements,

modeled workflow with Visio, translated business process into system requirements, designed interface

and communicated progress.

Resource Allocation / Scheduling / Leadership

• In charge of IT department’s FastTrack program. Allocated time of six in-house and contract developers

and DBAs to multiple, simultaneous small-to-medium size projects. Reported status of program to top

management monthly.

• Team lead for redesign of corporate and subsidiary websites that service 6 million customers annually.

• Created positive, productive work environment so that developers, DBAs and other IT personnel would

know what was expected of them, would know what success looked like and would enjoy doing it.

Quality Assurance / Testing

• Was the go-to person to test new business applications due to extensive knowledge of the industry.

• Developed test plans and tests scripts to ensure projects met objects. Executed QA using SQL.

• Organized user acceptance testing, logged issues, fine-tuned applications and obtained client signoff.

Implementation / Training

• Led change management efforts for all new business applications. Met with users and demonstrated

new functionality, how it met their need and how it improved their current process.

• Was the primary contact person for any issues related to new applications.

• Created online training for third-party, Blackberry-based CRM application including how users – the

sales force – could potentially increase sales with the new application.

Product Launch

• Timed successful launch of new functionality or new applications through coordination of developer

and DBA resources, client communication and appropriate training.

VAN KAMPEN INVESTMENTS, Oakbrook Terrace, IL 1993 – 1999

Marketing Communications Specialist 1996 – 1999

• Produced marketing materials for 30 products in the defined portfolio product line. Lead division’s

electronic marketing efforts including web and CD-ROM.

Electronic Filing and EDI Specialist 1993 – 1996

• Worked closely with the information technology and Unit Investment Trust areas to develop an internal

electronic filing and typesetting department. Was main business liaison for all electronic data interchange

(EDI) communications.

SKILLS

- Managing client relationships - Business Intelligence

- Project management - Data Warehouses

- Business process flow modeling - Microsoft Reporting Services

- Data flow modeling - SDLC

- Testing - SQL

- Quality Assurance - JAD Sessions

- User Acceptance Testing - Excel, Word, Powerpoint, Access

- User Training - Visio

EDUCATION

M.B.A., E-Business, DePaul University, Chicago, IL, anticipated graduation June 2011

B.A., Marketing, magna cum laude, Cedarville University, Cedarville, OH

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