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JENNIFER LOPES, CIP BURLINGTON, ON 519-***-****
*********@*****.***
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B U S I N E S S A N A LY S T
BUSINESS SYSTEMS INSURANCE, MARKETING & FINANCE
! Analytical professional with 15+ years of cross-industry insurance experience driving successful business plans and marketing
strategies through effective data management.
Articulate communicator skilled in delivering insightful presentations, liaising between cross-functional teams, and collaborat-
ing with executive, IT, and user analyst personnel.
Proven leader bringing energy and knowledge to one-on-one mentoring relationships and leading groups of up to 25.
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• Database Management • Cross-functional Team Leadership • Data Mining
• Marketing Statistics • User Acceptance Testing • Executive Communication
• Business Plan Development • Requirements Creation • Problem Analysis/Resolution
• Legacy & Web Based Systems • Financial Reports & Presentations • Highly Skilled Microsoft Office Suite
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PROFESSIONAL EXPERIENCE
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FRANK COWAN COMPANY LIMITED, Princeton, Ontario, 2005-2012
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BUSINESS ANALYST: MARKETING, 2011-2012
Play a critical role on executive team to create a five-year strategic business plan. Drive successful marketing strategies by generating
insightful statistical data. Manage complex database of competitor and internal financial information. Compile statistical information
to support marketing personnel in client presentations.
Accomplishment: Improved and implemented sales and customer database reporting system used by executive team to drive strate-
gic marketing decisions
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BUSINESS ANALYST: FINANCE, 2005-2011
Manage financial data and ensure adherence to government/regulatory statistical reporting. Develop and review reporting require-
ments for executive management team. Create complex queries to perform data mining and extraction. Direct executive financial re-
porting process including requirements identification, data extraction, report creation, and report presentation. Collaborate with actuar-
ial departments and executive management team on various projects, and handle sensitive financial information with discretion. Liai-
son with all major departments for a large commercial insurance business including underwriting, claims, marketing, finance and IT.
Process documentation and improvement using Microsoft Visio.
Accomplishment: Enhanced accuracy and delivery time following efficient, user friendly implementation of data reporting proce-
dures for complex reports
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ECONOMICAL INSURANCE, Waterloo, Ontario, 1998-2005
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CUSTOMER ANALYST, HEAD OFFICE: INFORMATION TECHNOLOGY, 2004-2005
Collaborate with management, business analysts, IT developers, and user analysts to implement a new underwriting system for a Top
10 insurance company nationwide. Coordinate team of 5-10 user acceptance analysts, and direct project’s test phase from test plan
development through testing/test monitoring, defect reporting, and issues resolution. Lead testing and analyst liaison between claims,
finance, data warehousing and rating systems for development of the new underwriting system. Serve as lead trainer for test manage-
ment and defect management system.
Accomplishment: Lead system interface testing team through test case creation, execution and defect reporting resulting in improved
test time and defect resolution
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JENNIFER LOPES, CIP
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BUSINESS ANALYST, HEAD OFFICE: BUSINESS SYSTEMS DEPARTMENT, 2002-2003
Develop business requirements for complex business system projects. Play a role in all phases of project lifecycle including require-
ments creation and change review, project implementation, user acceptance testing. Liaise between business units and IT units to en-
sure cohesive understanding among cross-functional teams.
Accomplishment: Increased efficiency across multiple business processes by overseeing requirements and testing for projects i.e.
personal/commercial online quoting systems
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USER SUPPORT ANALYST, HEAD OFFICE: INFORMATION TECHNOLOGY, 2000-2001
Review requirements for system changes to commercial and personal claims and underwriting systems. Perform user acceptance test-
ing, provide system change support, and deliver branch user help desk support on personal lines business systems.
Accomplishment: Increased acceptance of system changes for end users of underwriting and claims technology by performing accu-
rate quality assurance testing
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PERSONAL LINES UNDERWRITER, STRATFORD BRANCH, 1998-1999
Accomplishment: Increased company profitability by ensuring detailed, timely underwriting of personal lines property and casualty
risks
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ADDITIONAL WORK EXPERIENCE
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HEALTH AND WELLNESS FITNESS COACHING, Acores, Portugal, 2013
OWNER/OPERATOR
Own and operate all aspects of group fitness and coaching business. Orchestrate marketing initiatives, promotions, logistics, and net-
working. Provide group fitness instruction for classes of up to 25 participants. Conduct consultations to support clients in health and
wellness concerns.
Accomplishment: Establish and develop client relationships resulting in thriving business with a foundation of loyal clients and re-
ferrals.
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YMCA, Woodstock, Ontario ● 2008-2014
Group Fitness Trainer
Responsible for designing, choreographing and leading fitness classes including step, spin, total body conditioning, core conditioning,
bootcamp and dance fit.
Accomplishment: Improved member satisfaction and retention by successfully leading/motivating YMCA members in multiple group
fitness disciplines
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EDUCATION
! BUSINESS INSURANCE DIPLOMA, 1998
FANSHAWE COLLEGE, Ontario, Canada
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Certified Insurance Professional (CIP), 2000
INSURANCE INSTITUTE OF CANADA
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Certified Group Fitness Trainer, 2008
YMCA