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Customer Service Management

Location:
Whitby, ON, Canada
Posted:
January 24, 2013

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Resume:

ANGIE CAMPANELLI

** **** *****

WHITBY ONTARIO L*N 8X6

416-***-****

abqbby@r.postjobfree.com

September 24, 2012

3K Consulting Inc.

Toronto, Ontario

Salutation:

As a business leader and relationship manager, I believe strongly that my well-developed financial and business acumen, my excellent communication skills and my ability to build consensus have been the key to my success. I believe that upon review, you will recognize that my innovative strategies are the attributes and capabilities that you are looking for in your search for a Business Analyst (Ref #106327).

My greatest strengths match your requirements, essential to business planning and risk management analysis, decision support capability as well as defining and recommending solutions to meet business goals and requirements:

High level business acumen and record of achievements developed over a 20 year career within the financial industry

Authentic leadership with a strong track record of bottom line responsibility for understanding, conveying and translating business requirements into promotional initiatives

Expertise in providing business solutions/consultation

Expertise in organizing workflow in order to accomplish multiple and changing priorities within specified timeframe.

Highly developed analytic and conceptual skills with statistical analysis capabilities

IIBA CBAP Certification in Process

I would like to put these strengths to work and welcome the opportunity to speak with you.

Sincerely,

Angie Campanelli

EXECUTIVE SUMMARY

With over 20 years’ experience in planning and coordinating business projects, wealth and risk management, business continuity, and relationship management, I will be able to provide business management expertise by conducting functional reviews with stakeholders, gather and document business requirements, create process maps of current and future state, analyze business objectives, processes and resources by ensuring timely and accurate product analysis, documentation and feedback.

Through my extensive experience in building, promoting and managing long-term relationships; my knowledge and understanding of wealth management solutions, by leading and driving business excellence, effectiveness and efficiency, and my ability to build team and individual capability I will be able to manage goals, create a positive work environment and build on team development, motivation and commitment.

CORE COMPETENCIES

Proven Leadership/ Business DevelopmentStrategic/creative forward thinkerStrong interpersonal skills including but not limited to: collaboration, facilitating consensus, resolution management including managing complex and sensitive issuesConfident in providing strategic insight and advice to senior executivesExpert verbal and written communication skillsSuperior planning, organizational and implementation skillsAbility to work across organizational boundariesExpert in evaluating and prioritizing activities

Proven Financial, Wealth Management and Risk Management AcumenWealth Management capability

Proven ability to manage complex projects across different functional linesData flow/organizational modeling capabilityFunctional decomposition of business requirements capability

PROFESSIONAL EXPERIENCE

Open to Opportunities

08/2012-Present: Consultant/ Business Analyst, Toronto, Ontario

Impact on the BusinessServing small and mid-sized Canadian privately held companies helping them achieve their goals by creating custom-tailored, cost effective business solutions.Ensuring that business requirements are clearly defined, prioritized and acceptedTranslating business problems into workable solutionsCoaching and mentoring through transition phaseCommunicating requirements, responsibilities and deliverables to members of the project team.Lead business development and strategic initiatives

Technical Knowledge and ExperienceKnowledge of and professional skills in all aspects of business analysis including related business analysis tools, processes and methodologiesExperience conducting business analysis within all phases of the project life cycle for acquired solutions

Business Analyst SkillsExperience working in environments of change management, quality assurance, risk management, disaster recovery planning and business continuity planning Knowledge of business analyst methodologies Preparing and presenting use case scenariosExperience in establishing and managing an issues log and overseeing the successful delivery of business requirements

Other Relevant SkillsSuperior customer service and client relationship management skills Superior communication, presentation, facilitation and negotiation skillsSuperior analytical, evaluation and practical problem-solving skills to accurately assess clients' business requirements and to identify most appropriate solutions Experience monitoring project progress, resolving problems and reporting issues to ensure client expectations are satisfied in the most cost-effective manner

Enbridge Gas Distribution

10/2011-05/2012: Business Analyst (Contract), Toronto, Ontario

Impact on the BusinessCapturing business requirements according to defined processesDefining and documenting high level business requirements Translating high level requirements into process flow diagrams and detailed use cases Communicating requirements, responsibilities and deliverables to other members of the project team.Representing the business units and other stakeholders in project team meetings including design document and test document reviews

Business Analyst Skills

Experience working in environments of change management, quality assurance, risk management, and business continuity planning Capturing business requirements according to defined processesDefining and documenting high level business requirements Creating Current and Future process flowsLeading and coordinating testing activities

ACHIEVEMENTS

Gathered and documented; current state processes, requirements and future state processes for Extranet Forms to SAP ProjectManaged the clean-up of customer data for over 100,000 accountsManaged the successful implementation of extranet enhancements project related to AODA (Association for Ontarians with Disabilities Act)Assisted in the development of the SAP Archiving StrategyAssisted in the development of the SAP Testing Process

National Bank of Canada

09/2009- 12/2011: Business Analyst, Sales Manager

Impact on the BusinessLead business development and strategic initiatives Created and lead the development of detailed process mapping in order to facilitate requirements gathering, gap analysis for training purposes Facilitated small to large meetings and conducted information gathering sessionsAssisted in the preparation of the implementation plansCommunicated objectives and operational quality standards to business partnersProvided quality financial planning and assessment service in meeting customer needs, Conducted a full needs assessment with current and potential partners and recommended appropriate products and services Acted as a change agent for partner initiatives

Leadership & TeamworkBuilt, managed and maintained relationships in order to promote strong and profitable business opportunities for National BankParticipated in business development programs to enhance product knowledge and cross selling skillsLead a team-based approach in anticipating and managing client needsCollaborated and co-operated to share best practice and ensure alignment of strategy

ACHIEVEMENTS Generated over $30,000,000 of business since March 2010Assisted in National Bank vision of One Client One Bank by establishing a strong presence within the GTA East region

Durham Hospice

05/ 2010 – 10/2010: (Contract), Resource Development Coordinator & Program Analyst

Impact on the BusinessIncreased organizational capacity related to on-line outreach and social media and leveraged technology in new ways to engage members, donors, volunteers and staffDeveloped, implemented and maintained Hospice’s policies, procedures and processes including gift processing, donor stewardship, donor tracking, database management

Leadership & TeamworkRecruited and managed fundraising volunteers

Observation of Internal ControlsPlanned and organized project work including assessing and controlling project risk; controlling project execution; tracking and reporting progress and providing results analysis to the Executive director and Board members

ACHIEVEMENTSPlanned, organized and oversaw several successful fund development events for Durham Hospice and exceeded revenue targets Initiated and promoted awareness of Durham Hospice by connecting with like-minded individuals and business leaders

Canadian Imperial Bank of Commerce

4/1987 - 12/2008: Customer Service Manager, Assistant Branch Manager, Financial Adviser

Impact on the BusinessManaged a portfolio over $150 million for high net worth clientsProvided wealth management solutions Provided financing solutions Lead and oversaw the work of others within the functional area and / or branch including ongoing management responsibilities such as motivating, coaching and providing guidance to team members

Customers / StakeholdersFostered and developed a customer centric culture within branch and / or functional area

Leadership & TeamworkLead a team-based approach in anticipating and managing client needsBuilt the capabilities of the team in order to achieve financial and operating strategy

Management of RiskEnsure compliance, operational risk controls in accordance with Bank or regulatory standards and policies

Observation of Internal ControlsDiplomatic problem solving skills to resolve issues within own functional area

ACHIEVEMENTSConsistent quarterly Achiever in recognition for above-average sales/service excellence resultsConsistent history of meeting or exceeding sales and financial objectivesRanked in top 10 in GTA Central Market from 1998 -2008

EDUCATION & TRAINING

IIBA CBAP Certification in Process Toronto, Ontario

PMI Certification in Process Toronto, Ontario

Foundation of Business Analysis

University of Toronto Toronto, Ontario

Certificate in Project Management

University of Toronto Toronto, Ontario

Leadership in Business Analysis

University of Toronto Toronto, Ontario

York University, Bachelor of Arts Toronto, Ontario

Personal Financial Planner (PFP)

Conduct and Practice (CPH)

Canadian Securities Course (CSC)

Mutual Funds (IFIC) Toronto, Ontario

TECHNICAL SKILLS

Customer Information Management SystemCommercial Credit Application Proposals Microsoft Office (Word, Excel, Power point, Visio) HP QA

LANGUAGES

Italian (Fluent - Full Knowledge)French (Conversational - Advanced)



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