Assoc Analyst Resume Sample

4.5
17 votes
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Mckenna Kozey
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Work Experience


Senior Assoc Analyst, Multi
01/2017 - PRESENT
Detroit, MI
  • Versatility to perform Level 4 Approval functions across varied QC accountabilities, while also having responsibility to manage internal business unit projects and/or projects yielding departmental interdependencies
  • Ensure accuracy of input / output data impacting individual/staff performance, productivity and service levels
  • Perform key role in quality process improvement initiatives or others as assigned for the benefit of continuous improvement milestones
  • Assist with improving department policies and procedures by questioning the effectiveness of existing processes, analyzing and implementing sound controls, identifying potential issues and risks and making recommendations for improvements
  • Provide support for audit initiatives, develop and maintain process narratives and workflow charts
  • Assist with the team with meeting accuracy and productivity goals by serving as a secondary processing resource during heavy volume periods and as needed
  • Advanced skills with Microsoft Excel, Access and PowerPoint
  • Team player and able to collaborate with peers and management
Assoc Analyst
07/2010 - 09/2016
Detroit, MI
  • Knowledge of Commissions, Billing, LPL reporting or technology products
  • Run standard reports and queries
  • Identify and resolve data issues of low complexity impacting performance, characteristics, attribution and risk reporting
  • How the organization can improve (from the client’s point of view)
  • Comply with all Corporate Policies & Procedures (CPPs)
  • Provide support to Sales organization on customer related inquires and ensure issues are promptly resolved
  • Develop and maintain documentation of process flows, administrative summaries, and standard operating procedures
  • Troubleshoot application and data issues and direct to the appropriate contacts
  • Work collaboratively and productively to troubleshoot and resolve issues
Proj Supp Assoc Analyst
10/2004 - 06/2010
Houston, TX
  • Adjudicate Qualified Domestic Relationship Orders (QDRO), Power of Attorneys (POA), and Qualified Medical Child Support Orders (QMCSOs)
  • Handle inbound and outbound phone calls speaking with participant’s and lawyers regarding DB and DC QDROs
  • Work with onshore/offshore team members
  • Benefit experience, ie Defined Contributions and/or Defined Benefits knowledge, required
  • Work with cross functional teams to implement reporting solutions based on stakeholder inputs
  • Maintain data reports for the operation including Call Centers and Operations
  • Data analysis skills desired with advanced knowledge of MS Excel
  • Distribute reports and background information to staff and external sources as required

Education


Everest University - Largo Campus
1998 - 2003
Bachelor's Degree in Business

Professional Skills


  • Strong relationship management skills, critical thinking skills
  • Experience in specialized area, including strong working experience in statistical and analysis reporting, documentation and interpretation
  • Strong analytical, problem-solving, organization, and communication skills
  • Problem solving skills important for being able to improve how a report or process is performed
  • Demonstrated experience working with teams and desire to take on new and challenging tasks
  • Proficient PC skills, including MS Office, MS Project & Visio, Word, and Excel
  • Desire to take on and master new skills and project areas

How to write Assoc Analyst Resume

Assoc Analyst role is responsible for excel, database, reporting, languages, recruiting, finance, training, security, payroll, analysis.
To write great resume for assoc analyst job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Assoc Analyst Resume

The section contact information is important in your assoc analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Assoc Analyst Resume

The section work experience is an essential part of your assoc analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous assoc analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular assoc analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Assoc Analyst resume experience can include:

  • Makes outreach to providers to validate existing data from online database through various methods, including phone, email, fax, and mail
  • Parking and transit commuter benefits
  • Checking (as appropriate)
  • Professional Development Assistance – Covering the Cost of Obtaining Professional & Technical Certifications (depending on program)
  • Assists in analyzing engineering change proposals to determine the effect on the overall system
  • Conduct analysis, design integrations and implementation testing plan

Education on an Assoc Analyst Resume

Make sure to make education a priority on your assoc analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your assoc analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Assoc Analyst Resume

When listing skills on your assoc analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical assoc analyst skills:

  • Experience working within a pool and using a ticketing system
  • Reporting and data analysis experience
  • Experience in call center, processing center or similar environment
  • Preferably experience using financial/risk application/software
  • Coordinate with stakeholders to validate and approve reporting solutions
  • Previous document management or data entry experience

List of Typical Skills For an Assoc Analyst Resume

1

Skills For Assoc Analyst, FA Resume

  • Support the Regional Insight & Analytics team by gathering data effectively and efficiently
  • Identify cost savings opportunities by utilizing best practices
  • Display attention to detail and utilize imagination and resourcefulness in problem solving
  • Assists in the management and risk analysis of investment accounts for high net worth and institutional clients
  • Lead the process of evaluating and developing investment objectives and guidelines as appropriate for clients given risk tolerance and preferences, funding and income needs, and current market environments
  • Works with team to analyze and implement overall portfolio structure, utilizing knowledge of economic, financial market conditions and risks in conjunction with the client’s objectives, needs and specifications
2

Skills For Proj Supp Assoc Analyst Resume

  • Additional travel depends on future training needs
  • Stays informed about clients’ industries including their technologies, products, target markets and competitors
  • Demonstrate interest in and possess basic knowledge of client’s business, including financials, industry, competitive landscape, marketing channels and strategic direction
  • Provide reporting and measurements for key channels such as websites, traditional media, social media or any other sources of communication
  • Gather relevant information and content for research or measurement and provide analysis on the result
  • Punctual and dependable attendance
  • Willingness to work extra hours as needed
  • Team player / Able to work closely with others
3

Skills For SC Cust Mgmt Assoc Analyst Resume

  • Remain focused on tasks
  • Individual needs to be able to second guess his/her own work to check for accuracy and reasonableness
  • Individual needs to be willing to speak up about things that don’t appear correct, and recognize when a report either needs to be enhanced or can safely be eliminated with minimal loss of needed information
  • Generates Provider Related reports to facilitate and support Provider Services/Provider Problem Research & Resolution
  • Makes outreach to providers to validate existing data from online database through various methods, including phone, email, fax, and mail. Analyzes information from provider’s responses by applying knowledge and experience to ensure appropriate information has been provided and is submitted for update correctly
  • Maintains department standard for outreach production
4

Skills For Ben Admin Assoc Analyst Resume

  • Analyzes information from provider’s responses by applying knowledge and experience to ensure appropriate information has been provided and is submitted for update correctly
  • Follow up / Research as requested or required
  • Prioritize and handle multiple activities simultaneously in a fast-paced and dynamic environment, working well under pressure with commitment to deliver under tight deadlines
  • 1– 2 years relevant work experience in the Mutual Fund/Financial Services Industry
  • Experience in the Mutual Fund/Financial Services Industry
  • 3+years relevant work experience in the Mutual Fund/Financial Services Industry
5

Skills For Assoc Analyst, Provider Config Resume

  • Work experience in industry desirable, particularly if in the areas of compliance or regulatory work
  • Healthcare industry experience
  • Healthcare industry experience, preferably with Provider interaction
  • Ideally QPA or willing to study
  • Proficiency in Excel, with the ability to learn and utilize multiple systems
6

Skills For Insight & Analytics Assoc Analyst Resume

  • Progress toward or completion of CIPM, FRM or CFA would be advantageous
  • Progression towards CFA, FRM…
  • Calculate retirement quotes, transfer in and out and death cases
  • Process new entrants, renewals, leavers, deaths
  • Process information for pension payroll purposes
  • Provide support to senior pensions administrators
7

Skills For Assoc Analyst, Configuration Resume

  • Log post in and out
  • To ensure timesheets are completed in a timely manner
  • Review the Monetary Approval and Security Matrix on a quarterly basis to ensure that the department is in compliance with the company's financial policy
  • Interact with Management of Call Center and Operations to summarize findings
  • Clearly communicate data and results in written report form
  • Able to coordinate multiple requests and complete tasks on time
  • Build complex reports as needed for stakeholders
  • Work on projects that cross functional areas with minimal supervision

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