Conversion Analyst Resume Sample
Emory Koepp
61555 Jeremie Island,
Chicago,
IL
+1 (555) 297 7375
Work Experience
Senior Conversion Analyst
11/2017
-
PRESENT
Phoenix, AZ
- Design and execute a conversion plan that sets realistic expectations
- Handle and lead Mock and Parallel conversion activity
- Lead static data set up and testing process
- 5years of brokerage operations experience
- Experience working with client conversions
- Working knowledge of all areas of brokerage back office processing
- Possess a high level of expertise in multiple functions across applicable processing system
Conversion Analyst
02/2012
-
06/2017
San Francisco, CA
- 3+years of brokerage operations experience
- Brokerage operations experience
- Extensive knowledge of Tax Reporting
- Extensive knowledge of Cost Basis and IRA monitoring and reporting
- Experience with documenting current and future state, cross functional flows, and business requirement documents
- Experience in onboarding and conversion processes
- Extensive client facing and problem solving experience
Impl Conversion Analyst
10/2004
-
10/2011
Detroit, MI
- Experience in agile teams
- Successful track record for completing projects under tight deadlines
- Broad experience and understanding of brokerage/wealth management processes
- Work with internal and external business partners to ensure the loan onboarding and deboarding processes are handled correctly. Follow transfer instructions. Hold and attend conference calls to discuss the processes and file movement
- Adhere to stringent timelines in meeting departmental as well as organizational requests and standard morning reporting deadlines
- Refine or make recommendations to correct errors in reports, systems or data
- Provide ad hoc analysis and reporting as necessary
- Deconversions- non mappable
Education
University of Phoenix - Shreveport-Bossier Learning Center
1999 - 2003
Bachelor's Degree in Business
Professional Skills
- Superior written, oral communication and presentation skills with experience of communicating effectively across all levels of a business
- Strong foundation in statistics with analytical and problem solving skills
- Possess strong attention to detail and analytical skills
- Strong PC Skills – MS Office: specifically Excel and Access Database
- Prior software application implementations experience highly desirable. Experience with software application implementations
- Possess proven organizational and interpersonal skills
- Possess excellent organizational and interpersonal skills
How to write Conversion Analyst Resume
Conversion Analyst role is responsible for analyze, code, analytical, basis, technical, retail, finance, credit, training, integration.
To write great resume for conversion analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Conversion Analyst Resume
The section contact information is important in your conversion 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
- Telephone number
Work Experience in Your Conversion Analyst Resume
The section work experience is an essential part of your conversion 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 conversion 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 conversion analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Conversion Analyst resume experience can include:
- Strong problem-solving skills; ability to trace, clarify and resolve problems
- Technical ability as well as strong customer service skills required
- Strong customer focus, including ability to think in terms of customer experience
- Analyze and solve problems using learned techniques and tools Requires human relations, negotiation and documentation skills
- Strong experience in using advanced Excel packages
- Wireframing and journey mapping of user experiences that balance the users’ needs with mission/business goals and tech capabilities
Education on a Conversion Analyst Resume
Make sure to make education a priority on your conversion analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your conversion 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 Conversion Analyst Resume
When listing skills on your conversion 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 conversion analyst skills:
- Reconciling trust assets to participants account balances. Identify, explain, and resolve variances with the client, prior trustee, and prior recordkeeper
- Adherence to conversion methodology within projects, including exercising sound project planning and monitoring skills
- Translate client’s raw data submission by analyzing, mapping and testing for validity and accuracy prior to loading into RGA Re administration system
- Experience with data conversion deliverables and strong understanding of data conversion work processes to enable sound planning and timetabling of the work
- Responsible for maintaining validation statistics during data validation events and providing updated to the Project Manager
- Demonstrated implementation experience
List of Typical Experience For a Conversion Analyst Resume
1
Experience For Senior Conversion Analyst Resume
- BS in Business, Computer Science, MIS, EE or related experience
- Experience of Adobe Data Workbench desirable
- Build and maintain the tools used to ensure the efficiency and effectiveness of the conversion and implementation process
- Uses good judgment on when to refer or escalate issues to Project Manager or Program Manager vs. when to handle such issues independently
- Type of work experience required: Business Analysis
- Complete comprehensive validation of complex financial data to ensure quality of result delivered to client
- Experience with SQL – nice to have
- Fundamental knowledge of user experience best practices; able to empathise with users
- Previous Conversion Analysis experience
2
Experience For Product Conversion Analyst Resume
- Relevant experience in the financial services industry, or comparable industry
- Analyzing converted data and determining implementation requirements as well as configuring software specifications to achieve the desired results
- Analyzing converted data and determining implementation requirements as well as configuring software specifications to achieve desired results
- Presenting back findings and recommendations to the team and wider business, telling the stories stakeholders needs to know in an accessible way
- Supporting the Optimisation Consultants in planning and analysing their experimentation projects (ABn tests etc..)
- Supporting the Conversion Manager with larger conversion-focussed projects
- Vesting (Admin and Basic)
3
Experience For Impl Conversion Analyst Resume
- Interpret client’s existing systems and workflows, through and including the balancing of conversion data
- Interpret client’s existing systems and workflows, through and including the balancing of converted data
- Complete all assigned training remote/shadowing/onsite
- Develop a plan for conducting the conversion activities, and execute on this plan
- Analyze Web site behavior using Web analytics tools to determine areas of site improvement
- Handle maintenance and updating of master spreadsheet for MVA (Market Value Adjustment) calculations on annuity product de-conversions
- Provide conversion and implementation support to both internal and external clients utilizing phone, email, and other communication methods as applicable
- Daily review of Charles Schwab Bank onboarding legal agreements
- Daily correspondence to Recordkeepers and/or Advisors relating to new business
4
Experience For Systems Conversion Analyst Resume
- Uses limited independent judgment to make decisions based on precedents and established guidelines. Solves problems using standard procedures and precedents
- New Fund to the Platform (work with PMS and Mutual Fund Ops)
- Creation of Plan Sponsor Fee Disclosures
- Revenue Credit Account Set up
- Identify clients’ training needs through the system study process and discuss these items with the Fiserv application trainer. Follow up with the client after completion of application training to address any outstanding items discussed during training
5
Experience For Interface & Conversion Analyst Resume
- Assure clients’ internal procedures are changed prior to conversion to accommodate system differences. Provide consultation to clients before, during and after conversion, including the development of new department procedures necessitated by the conversion
- Work directly with internal and external product providers and end user clients to conduct quality implementations, product deployments, and project deployments
- Interpret client’s existing systems and workflows through and including the balancing of conversion data
- Identify clients’ training needs through the system study process and discuss these items with the Fiserv application trainer
- Interact directly with the client to understand and document business requirements as it relates to data mapping and conversion requirements
- Lead a small team in these activities
6
Experience For Conversion Analyst Loan Balancing Resume
- Throughout project, provides expertise to answer questions and guide clients in the use of the system
- Leverage the supplier community and Cross Reference Services tools to identify cross references needed to implement the product plans. Complete additional cross referencing if needed and ensure crosses are loaded into systems such that they flow through to the customer’s punch-out catalog
- Sets up identity type (IIT) records to support unique recognition of various masterfile records among multiple systems
- Creates buyin from multiple constituents in a collaborative crossfunctional environment
- Conduct in-depth analysis on online acquisition, conversions, A/B and Multivariate Testing, customer buying trends across multiple Direct Energy brands and product regions, campaign effectiveness, and any other ad hoc reports
- Partner with Sales and Digital Marketing to ensure e-Commerce promotions are forecasted, executed, and review postmortem performance
- Facilitates Client demonstrations and meetings. Educates clients in our Mapping and Validation processes via a PowerPoint presentation. Leads Mapping sessions and Validation exercises
- Responsible for analyzing reports from the source system to understand the client’s data and to perform pre-mapping prior to meeting with the client
- Responsible for authoring and maintaining the mapping instructions via an Access database too
7
Experience For Conversion Analyst, Senior Resume
- Independently coordinate all system aspects of Plan installations and conversions
- Review initial applications / Adoption Agreement for new Plans to be installed or converted
- Ensure all data and systems requirements such as Plan format setups and data downloads are properly executed
- Handle Money Market, Mapped, Retirement Date, and complex dual strategy conversions and product moves
- Release full service and Plan direct conversions and apply logic to ensure redemptions, trade dates and bypass flags are accurately processed
- Coordinate with Plan sponsors, prior record keepers and or third party administrators to arrange for fund purchases, ultimately ensuring correct allocations are made to the individual participant accounts
- Strong knowledge of MS Word, Excel and Power Point applications required
- Defined contribution Plan administration and/or conversion experience required
- Mastery of qualified retirement plans’ conversion process and recordkeeping procedures required
8
Experience For Group Conversion Analyst Resume
- Gather and analyze facts, evaluate Plan needs against systems capabilities and limitations and develop creative solutions
- Lead end-to-end program conversion design and execution through full life cycle including scope definition, analysis, mapping, detailed design, configuration, build, testing, and implementation
- Installation and phone training of software
- Occasional on-site client training
- Provide consultation to the client during the conversion and implementation process
- Work with peers and other departments to solve customer issues
- The Conversion Business Analyst works closely with the client to provide analysis, consultation and system expertise throughout all stages of the project
- Determine and clearly document client requirements (conversion procedures) to ensure thorough understanding by the client and programming staff. Document field level conversion requirements via the system study document, verify converted data, balance applications and achieve the goal of the Client being self-supporting
- Analyze and resolve implementation requirements and then configure and implement specifications to achieve desired results
9
Experience For Digital Conversion Analyst Resume
- Provide application support to both internal and external clients utilizing phone, email and other methods as applicable. Includes training on daily procedures and internal bank balancing and operations
- Travel to bank sites throughout the year to balance conversion data and help train and form relationships with our clients during the first live week on our Precision core software
- Perform project analysis to determine conversion and implementation requirements
- Investigation and development of new department procedures
- Communicate progress and any potential problems to management for awareness and/or resolution
- Lead small teams on projects
- Travel to bank sites throughout the year to balance conversion data and help train and build relationships with our clients during the first live week on our Precision core software
10
Experience For K Conversion Analyst Resume
- Primary contact for all conversion related activity for the Independent Recordkeeper and/or Advisor
- Review of plan types and specifications to support business exception requests
- Develop productive relationships with various operation teams, legal, and relationship managers
- Work independently and meet deadlines within a dynamic environment
- Support changes requested or required by our production floor to ensure production standards are followed
List of Typical Skills For a Conversion Analyst Resume
1
Skills For Senior Conversion Analyst Resume
- Prior experience with Signature I
- Prior software application conversion and/or implementation experience
- Comprehensive analytical skills and ability to formulate client-specific solutions
- A chance to utilize your expert interpersonal skills to lead meetings and solve problems
- Experience with the development, management, analysis, reporting and forecasting of online testing and optimization campaigns
- Financial Banking experience in Deposit Operations along with basic understanding of Excel and an understanding of how to balance/reconcile
- Experience working with heatmapping and session replay tools
- Experience with web analytics and online testing applications such as Google Analytics, Optimizely, and heat mapping software
- Strong team player capabilities, i.e., willing to offer assistance to others as appropriate, without being asked
2
Skills For Product Conversion Analyst Resume
- Experience with Investor Accounting – reporting, reconciliation and remittance of loans
- Preferably strong understanding of rules governing qualified retirement plans
- At least two years of hands-on experience working with analytics tools, preferably Adobe Analytics
- Experience within financial services, fund accounting
- Experience with direct response marketing for lead generation, channels, sources, best practices and KPI’s
- Experience with direct response marketing for lead generation, channels, sources, best practices and KPI's
- On-Site client facing experience required
3
Skills For Impl Conversion Analyst Resume
- Experience identifying gaps and solutions for clients
- Experience: Banking or Print industry
- Two years’ work experience in banking or other financial services industry in a customer service role
- A solid understanding of the various database structures
- Deep experience of Database/Datamodels. Comfortable using query tools like Toad/SQL Developer etc
- Experience with reporting tools like Hyperion and/or Oracle Exalytics
- Experience presenting UX recommendations
- Strong understanding plan set up and maintenance as applicable to daily plan administration
4
Skills For Systems Conversion Analyst Resume
- Strong numbers aptitude including high level of accuracy and attention to details
- High computer literacy, including very strong competency with the full Microsoft Suite
- Organize and prioritize multiple projects in a fast-paced environment
- Demonstrable experience in MS Office- specifically Excel and Power point
- Significant experience in the financial services industry, or comparable industry
5
Skills For Interface & Conversion Analyst Resume
- Experience or knowledge of business methods and practices in the financial services industry
- Min of 1 year of relevant experience in the financial services industry, or comparable industry
- 3 – 5 years’ financial industry experience and application knowledge
- Work well across departments and skill levels
- UX, Human Computer Interaction (HCI), and User-Centered Design principles (UCD) experience
- Three years of experience in a business, financial or technical industry
6
Skills For Conversion Analyst Loan Balancing Resume
- Test automation experience and mindset
- Five or more years bank loan operations experience
- Experience with usage of web analytics tools such as: Omniture, Visual Web Optimizer, CoreMetrics, Google Analytics, HotJar, etc
- Hands on experience with A/B and multivariate test development, execution and analysis
- Assure clients’ internal procedures are changed prior to conversion to accommodate system differences
- Assist in maintaining the tools & documentation used to ensure the efficiency and effectiveness of the implementation process
- Develop and maintain the tools used to ensure the efficiency and effectiveness of the conversion and implementation process
7
Skills For Conversion Analyst, Senior Resume
- Review of system set ups and databases prior to conversion completion
- Cultivate positive relationships and experiences with assigned clients
- Coordinating, communicating, and executing asset transfers between Fidelity and other trustee banks for new or existing client
- Reporting, monitoring request hours and costs vs SLA’s. Making management aware of overages
- Implementing or supporting SaaS solutions
- Understanding of interface specifications (Files/XMLs) and data mapping best practices
- Understanding of IRS and SEC regulations affecting qualified Plans is highly desirable Knowledge of mutual fund administration processes and practices
8
Skills For Group Conversion Analyst Resume
- Understanding of relational data bases
- Partnering with the project implementation teams, external clients and third party vendors
- Audits and verifies all data files being converted and identifying and resolving all system rejects
- Comfortable with producing client facing documentation and in leading discussions/design-sessions with client teams
- Interpret client’s existing systems and workflows through and including the stabilizing of conversion data
- Intermediate/Proficient working knowledge of software applications including Word, Excel, and trust accounting systems, such as SEI
- Interpret client’s existing systems and workflows through and including the balancing of daily files
- Provide training to the client during all stages of the process, including the correct use of the Fiserv system and on-line terminal assistance
- Determine and clearly document client requirements (conversion procedures) to ensure deep understanding by the client and programming staff
9
Skills For Digital Conversion Analyst Resume
- Document field level conversion requirements, verify converted data, balance applications and achieve the goal of the Client being self-supporting
- A three-faceted role – this person enjoys traveling, building customer relationships and can learn complex technical concepts
- Participate in conversion activities – e.g. data mapping, script development, testing
- Decision Making / Problem Solving - Uses limited independent judgement to make decisions based on precedents and established guidelines
- Serves as primary point of contact for all tasks during conversion and coordinates data migration and reconciliation, plan accounting and system set up
- Troubleshoots and resolves issues that arise during conversion, working in collaboration with the conversion team, operations and relationship management
- Proactively manages internal business partners in meeting project deliverables
- Sets up, reviews, and executes asset reallocation programs. Communicates estimated cash flows to appropriate contacts and ensures the process is executed in accordance with the client’s instructions and/or participant communications
10
Skills For K Conversion Analyst Resume
- Proactively identifies, communicates, and manages data issues during the test conversion phase and incorporates all required changes into the ongoing project plan
- Proven client-facing skills in public presentation, training, documentation, and facilitation
- Knowledge and experience in the banking, credit union, or payments industry
- Performs preliminary investigation of interface-related business and system requirements identified during the analysis phase
- Communicates with the other Epic Core Team members to ensure that application functionality and workflow requirements and needs are being addressed and met
- Clear communication capabilities on projects, including project documentation
- Desire for self-improvement i.e., taking advantage of CE classes, self-study on own initiative
- Participation in both client facing and internal projects
List of Typical Responsibilities For a Conversion Analyst Resume
1
Responsibilities For Senior Conversion Analyst Resume
- Three of five years financial services experience; ideally (but not required) with employee benefit plans providing trust/custody or recordkeeping services
- Write and execute SQL’s and tables to get results needed for analysis, validity and accuracy testing
- A three-faceted position – travel, building customer relationships and opportunity to learn complex technical concepts
- Full Service and Plan Sponsor Eligibility
- Analyze and settle business and technical requirements and provide detailed specifications to programming, working independently and cross-functionally with the client and other resources, as needed
- Communicate progress and any potential problems to manager/project for awareness and/or resolution
- Using Adobe Analytics (as well data from our DMP, Optimizely, session replay and heat mapping tools) to provide accurate, data-driven insights into conversion performance and user behaviour across our global portfolio of websites and apps
- Proactively monitoring performance, always being alert to anomalies and trends, and independently investigating changes
2
Responsibilities For Product Conversion Analyst Resume
- Working closely with a network of data scientists, analysts, researchers and marketing channel experts from across the conversion journey and our 14 offices to discuss findings, opportunities and issues
- Critically appraising our data quality and assessing any additional information we need to make the right decision; then working cross-business to get that information
- Passion for data and delivering meaningful insight
- Established advanced user of Microsoft Excel
- Excellent communication and presentation skills, including ability to communicate complex data effectively to a variety of audiences via a variety of means (visual, verbal and written)
- Highly organised and process-driven
- Interest in the travel industry and digital technology/ developments
- Wider knowledge of digital technology (outside of analytics) preferable
3
Responsibilities For Impl Conversion Analyst Resume
- Creates buyin from multiple constituents in a collaborative cross¬functional environment
- Business Knowledge of Default Risk Management (i.e. Foreclosure, Loss Mitigation, Real Estate Owned, Bankruptcy, and Claims Functions)
- Worked at a financial institution, Credit Union or Bank
- Brokerage operations
- In a related job function (i.e., experience as a Product Support Representative in primary application is desirable. Other related roles: Product/System Analyst, Programmer, Trainer, or Quality Assurance)
4
Responsibilities For Systems Conversion Analyst Resume
- Relocate to work out of the Fiserv office in Lincoln NE
- Travel Required: Approximately 10% travel required to provide onsite client support after conversion
- Conduct Data Verification review with clients to communicate all changes to data, parameter settings and process changes as required
- Awareness of regulatory requirements and factor these into the conversion requirements
- Take ownership of your application(s) communications to maintain an open regular dialogue with client staff to discuss requirements, process changes and what to expect throughout and after the conversion process
- Conversion Analyst also works closely with the Conversion Technicians team to accurately convert the data
- Relocate to work out of the Fiserv Premier office in Lincoln NE
- Education: Master of Business Administration
5
Responsibilities For Interface & Conversion Analyst Resume
- Clearly communicate complex technical specifications to clients
- This role offers a friendly work environment with the occasional ability to travel
- We travel and meet people all over the country
- Business Analyst has a direct impact to our overall relationship with our Clients
- An opportunity to drive for excellence and handle meaningful situations and face-to-face client contact
- Interpret data elements and explain conversion data to clients
- The Conversion analyst role is a key position in making for a successful data conversion for Fiserv’s Precision clients. The role is multi-faceted and requires both technical skills & strong client relationship building skills
6
Responsibilities For Conversion Analyst Loan Balancing Resume
- The Loan Conversion analyst role is a key position in making for a successful loan data conversion for Fiserv’s Precision clients. The role is multi-faceted and requires both technical skills & strong client relationship building skills
- Ensure success criteria defined upfront to promote alignment and actively lead
- Exudes a high level of confidence
- Collaboration – the ability to work as a team to overcome the challenge of bringing a bank’s accounting platform from competitor software onto the Fiserv Precision core platform
- Experience in Adobe and Google Analytics
- Execute functional and system integration testing
7
Responsibilities For Conversion Analyst, Senior Resume
- Knowledge and understanding of deployment tools like Jenkins etc
- Thrive in a fast-paced, dynamic culture
- Positive track record for customer satisfaction
- Work under tight schedules and under pressure
- Work on multiple tasks within same time frame
- Able to work occasional weekend and holiday assignments
- A creative thinker and problem-solver, possesses a curious, “what if?” mind-set that isn’t afraid to challenge the status quo
8
Responsibilities For Group Conversion Analyst Resume
- Self-directed, driven and proactive to get things done and navigate a large organisation; able to work independently, but realises the value of collaboration and sharing knowledge with others
- Strong organisational skills, able to handle and prioritise analysis requests
- A quick learner; easily picks up new technology and understands complex business briefs
- Genuinely interested in creating experiences that put the user first, enjoys keeping an eye on emerging marketing, technology and digital analytic trends, and is always sharing new ideas they’ve spotted elsewhere
- Demonstrate knowledge and experience in the Legal finance sector or similar financial systems environment (prior Elite experience highly desirable) Knowledge and awareness of Elite products
9
Responsibilities For Digital Conversion Analyst Resume
- Solid understanding of trends within web analytics, ecommerce, search marketing, email marketing mobile and social media
- Interpret client’s existing systems and workflows through and including the balancing of data
- Involves traveling, carrying items (luggage, boxes, laptop, etc., 20-30 lbs.)
- Equating to about 1 week a month
- Provide analytical and MIS support for loans that are transferring to or from Ditech
10
Responsibilities For K Conversion Analyst Resume
- Contribution Limits Monitoring
- Update client facing documentation
- Receive data in numerous file formats, including CSV and TXT, and use Excel and SQL to transform and manipulate the data as needed
- BI / Data Warehouse / ETL / SSIS
- Compare and analyze data from various sources
- Identify discrepancies and complete research as necessary
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