Management & Business Analyst Resume Sample

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Clint Erdman
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Work Experience

Asset Management Private Bank Digital Wealth Management Business Analyst VP
03/2017 - PRESENT
Philadelphia, PA
  • Define the system and functional requirements of the product
  • Using development specification, creates detailed use cases
  • Plays a key role in the training of customer and technical support personnel
  • Communicate with co-workers, peers, and management through written and verbal communication
  • Communicate with customers, internal departments, and other outside parties in a professional manner
  • Manage and co-ordinate projects, their interdependencies, and associated risks and issues, escalating to the Manager as appropriate to ensure project delivery
  • Undertake and complete detailed GAP analysis
  • Perform current and future state analysis that shows business justification for proposed change projects
Workforce Management Business Analyst
09/2012 - 11/2016
Phoenix, AZ
  • Basic understanding of ITAM applications and help desk ticketing systems
  • Exposure to discovery tools and understanding of the discovery and data reconciliation processes
  • Exposure to application integrations and interfaces
  • Be analytical, detail-oriented, and self-motivated
  • Two years of banking, reporting, analytics or other relevant experience
  • Proficiency with Statistical Analysis System (SAS) and other database analysis software
  • Proficiency with Excel and other analytics tools
  • Experience with database mining and use of relational databases
Student Information Management Business Analyst
02/2008 - 06/2012
Phoenix, AZ
  • Manage stakeholder relationships between the demand (business) and suppliers (technology) around constraints and limitations of solutions
  • Actively manage resource requirements, including scheduling and budgeting
  • Ensure that all Project status reporting is accurate, informative and timely, and directly provide progress reports to Operations Management and Programme/Project governance forums at agreed intervals
  • Become an expert in AonHewitt’s delivery of absence management solutions
  • Strong time management and organization skills; ability to identify and escalate risk
  • Familiarity with the IT asset management (ITAM) life cycle and best practices
  • Experience implementing implemented ITAM life cycle processes and tools
  • Understanding of a broad range of asset classes, including computers, mobile devices, servers, network devices, storage, telecom, appliances, AS/400, and mainframes


University of Maine at Farmington
2002 - 2007
Bachelor's Degree in Computer Science

Professional Skills

  • Strong organizational, prioritization and project management skills,
  • Highly skilled and proficient in using development tools with the analytical and problem-solving skills necessary to troubleshoot and provide user support
  • Structured analysis skills including data and process modeling and validation
  • Excellent problem solving, organizational, and time management skills
  • Excellent communication, interpersonal, presentation, and writing skills
  • Experience with strong infrastructure BA experience working with Servers, Database, Middleware and Storage technologies
  • Strong project management skills and expertise using Agile methodologies

How to write Management & Business Analyst Resume

Management & Business Analyst role is responsible for analytical, analysis, modeling, facilitation, organizational, software, business, telephony, communications, agile.
To write great resume for management & business analyst job, your resume must include:

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

Contact Information For Management & Business Analyst Resume

The section contact information is important in your management & business 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 Management & Business Analyst Resume

The section work experience is an essential part of your management & business 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 management & business 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 management & business analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Management & Business Analyst resume experience can include:

  • Develops and produces ad hoc, daily, weekly, and monthly reports reflecting contact center performance, trends, sales incentives programs and team member performance
  • Strong knowledge and demonstrated experience with
  • Strong co-ordination, communication and facilitation skills required
  • Self-starter with out-of-the box problem solving skills
  • Sound oral and written communications skills
  • Exceptional time management skills, with the ability to simultaneously keep numerous projects on track

Education on a Management & Business Analyst Resume

Make sure to make education a priority on your management & business analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your management & business 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 Management & Business Analyst Resume

When listing skills on your management & business 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 management & business analyst skills:

  • Excellent teamwork skills and a strong client service orientation
  • Self-managing and self-motivating, able to prioritize tasks effectively and meet deadlines and expectations
  • Excellent writing skills; ability to present complex ideas succinctly and clearly
  • Strong client & stakeholder management skills
  • Strong oral and written communication skills, and the ability to present to clients with a polished, professional, and diplomatic image
  • Strong time management and communications skills are required to keep on task and work collaboratively in a team environment

List of Typical Experience For a Management & Business Analyst Resume


Experience For Workforce Management Business Analyst Resume

  • Excellent verbal and written communication skills to effectively interact / communicate with co-workers, and internal / external customers
  • Strong project management skills with ability to prioritize and adapt to change
  • Strong customer management and influencing skills
  • Excellent business analysis skills, inclusive of the ability to communicate with IT and business stakeholders
  • Strong BA skills and credentials
  • Exceptionally strong communication skills and familiarity with financial services content

Experience For Wealth Management Business Analyst Resume

  • Stakeholder management skills - understanding customer needs and managing expectations
  • Prior experience managing scheduling applications
  • Advanced software skills, including MS Office (Word, Excel, Power Point), Visio, and MS Project
  • Provide project management support of product marketing and product launch initiatives tracking effectiveness, profitability, usage, etc
  • Hands-on experience providing project management consulting or business systems analysis services to federal or large organizations
  • Professional experience documenting business or functional requirements large scale medical claims processing, Health IT or related systems
  • Experience working with Financial Data is essential

Experience For Data Management Business Analyst Resume

  • Experience in end user interviews and detailed requirements gathering
  • Experience in working with senior level management
  • Talent for creating team satisfaction; demonstrated ability to focus on the team value in all work
  • Monitors the flow of inbound calls to the Member Services center for overall efficiency and effectiveness
  • Experience in defining, using, and / or managing Service Management business processes

Experience For Product Management Business Analyst Resume

  • Experience in packaged software IT SDLC (software development life cycle) - including Requirements Gathering, Design, Build, Test, Train, and Deploy
  • Experience in business analysis at a healthcare or technology company
  • Validate UAT test conditions & results
  • Demonstrate tools (and associated enhancements) to user community
  • Change and business analyst experience within the asset management companies/fund houses and/or investment banks
  • Experienced in data management/governance
  • Identify, access and query multiple data sources in order to extract and consolidate data for reports and analysis

Experience For Identity & Access Management Business Analyst Resume

  • BA experience
  • Operate under strict deadlines and in a fast-paced environment
  • Creating short and long-term volume forecasts while calculating staffing requirements
  • Conducting real-time monitoring of system dashboards and reports
  • Using Workforce Management tools, including MONET software, to provide data insights and solutions to end customers
  • Participating in user acceptance testing, process improvement initiatives, and special projects as required
  • Standardizing the trade data models and controls ensuring coherency and integrity
  • Supporting the project management needs of executing on analytical projects

Experience For Portfolio Management Business Analyst Resume

  • Measuring progress against agreed indicators to target state
  • Performing other BA tasks related to key initiatives
  • Helping various business partners articulate and test their requirements for the Next Best Action framework
  • Performing day to day administration of the system
  • Banking domain – 5+ years
  • Reporting tools such as Tableau

Experience For Risk Application Management Business Analyst Resume

  • Working knowledge of BMC organization and relationships (ex: BU’s, Best Practices to Sales, Rev Rec vs. Legal, etc)
  • Understanding of Monsanto’s global commercial business and ability to quickly learn
  • Understanding of contact center dynamics
  • Understanding of basic telephony
  • Working knowledge of metadata identification, collection, and management
  • Enforcing consistent business process flows by product
  • Provide reporting across key operational metrics, identifying trends, and recommending solutions to close gaps
  • Research, distill and assimilate data in developing reporting for management review and decision making

Experience For Treasury Management Business Analyst Resume

  • Projects include but are not limited to integrating data quality best practices into the business processes and system functionality and cleaning existing data
  • Extensive knowledge of replacement processing including scrap and refurbishment processing
  • Equipment master setup, tracking and integration with warranty tracking and coordination with SD and FI modules for reporting of warranty recognition
  • Develops new client staffing models to assist in determining the staff needed and projected call volumes
  • Support testing activities and central testing teams from a functional aspect of applications
  • Compile, track and analyze inbound workload drivers, integrating into current staffing models to understand the impacts from various business strategies
  • Generate and analyze multi-faceted historical data ; provide trend reporting and forecasting
  • Develop and present persuasive, compelling briefing materials and other documentation for executives, senior managers, and other decision makers

Experience For Knowledge Management Business Analyst Resume

  • Broad understanding of Service Management and responsible for reporting, survey results and audit assistance for the ServiceNow team
  • Financials – Digital Fuel implementation, management of performance to budget, requisitioning, contract negotiations, and budgeting (ORB2.0)
  • Assist other departments in defining and providing system enhancements
  • Assist procedure and process owners with identifying and documenting operational impacts
  • Work with IT as needed to ensure requirements are clear, conduct testing and coordinate testing effort with stakeholders

Experience For Asset Management Business Analyst Resume

  • Support data analysis activities by analyzing data quality reports/heat maps and driving data quality initiatives
  • Solve business and analytical problems using quantitative approaches, data analysis techniques for high volume data computation and processing
  • Basic understanding on data modelling / ETL
  • Determines staffing requirements based on forecasted and management defined data
  • Develops staff schedules based on staffing requirements and desk availability
  • Coordinates input of all staffing changes in workforce management and optimizer software

List of Typical Skills For a Management & Business Analyst Resume


Skills For Workforce Management Business Analyst Resume

  • Very good understanding on Data Warehouse design, development and testing. Experience in managing the implementation of new product / system data flow to DWH
  • Advanced organizational and time management skills, and the ability to work independently against multiple deadlines and on initiative teams of varying size
  • Prior experience working with Wealth Management Systems
  • Leadership skills with the capacity to take initiative as well as assume responsibility
  • Advanced telephone communication skills
  • Communicate clearly and effectively with both technology/development and business partners – ability to translate between these two constituencies
  • Focused listening skills to properly determine and meet technical requirements

Skills For Wealth Management Business Analyst Resume

  • Prior experience of portfolio level metrics, and / or portfolio management tools
  • Proven track record of 2-3 years’ experience in the role of a Business Analyst, preferably in banking/finance industry
  • Capturing accurate, validated, compressed and allocated trades into the organisation
  • Enforcing accurate, validated, compressed and allocated trades into the organisation
  • Experience interpreting, formalizing and communicating business and/or product requirements in a business analyst role
  • One to three years experience in process analysis including development of documentation, training, and project management activities

Skills For Data Management Business Analyst Resume

  • Experience working in Agile or Waterfall methodology and a deep understanding of various phases of the Software Development Life Cycle
  • Experience with Discovery scans to collect information about hardware, operating system and software residing on the server
  • Experience in Product Management - User onboarding, Product Support, Requirement gathering
  • Experience with ETL techniques using Python, API, and/or Scripting
  • Experience reviewing / analyzing data in a metrics based environment
  • Good understanding of the end to end Trade Processing processes

Skills For Product Management Business Analyst Resume

  • Worked in a large complex organization with experience in addressing Data
  • Experience in data profiling, data analysis, data discovery
  • Experience writing BRD's for Treasury Products
  • Enjoys dealing with people. Able to builds effective relationships, influence people
  • Experience driving solutions collaboratively with a mixed team of IT and business SME’s or on independent

Skills For Identity & Access Management Business Analyst Resume

  • Adjust to multiple demands by shifting priorities
  • Establishes strong working relationships with team members; all functions within IPB Technology; and across the business as appropriate
  • Experience in Service Management either working as a business analyst with the ITIL disciplines (Incident-
  • Good knowledge of data modeling, lineage, data lakes/ reservoirs, metadata
  • Working experience in financial industry
  • Experience working with Agile or Agile Scrum methodologies
  • Experience working with Workforce Management software
  • Experience working with project management processes, artifacts, and tools
  • Business process engineering/improvement experience

Skills For Portfolio Management Business Analyst Resume

  • Previous experience working with Microsoft Excel (ability to create, edit, knowledge of formulas)
  • Experience with design financial reports that assist in driving business outcomes
  • Solid knowledge of web programming technologies like HTML and CSS
  • Experience in working within a globalized environment in terms of strategy, policies and procedures
  • Experience in PeopleSoft HelpDesk for HR, Workforce, and eLearning
  • Experience in responding to L1/L2/L3 Help Desk service requests

Skills For Risk Application Management Business Analyst Resume

  • Strong technical background with in-depth understanding of databases, data manipulation tools (SQL/SAS) and statistical techniques
  • Strong enough to hold peers accountable in other groups/towers
  • Experience in data/business analytics
  • A strongly pro-active, helpful, ‘can-do’ attitude
  • Enterprise SaaS software solution experience

Skills For Treasury Management Business Analyst Resume

  • Commercial product management experience or similar
  • Work experience in a metrics driven environment; preferably insurance claims, enrollments and / or customer service call center
  • Strong proficiency with Microsoft Office programs, including Word, Outlook, Excel, and PowerPoint
  • 6 months Experience working in an Agile environment
  • Experience with Request/Incident/Knowledge Management

Skills For Knowledge Management Business Analyst Resume

  • Experience with system development methodology (ie. USDM, Agile, Business Requirements, OR Enterprise Release Management)
  • International Hotel experience, desired
  • Strong financial & technical background
  • Very good English, both spoken and written
  • Experience in time & effort management
  • Review new product/service business requirements for impact to implementation and ensure an exceptional customer experience

Skills For Asset Management Business Analyst Resume

  • Test changes in UAT environment to validate Implementation documentation
  • Demonstrate the ability to work in an open way, willingness to share knowledge and resources and to educate others within a global team
  • Work independently, efficiently manage time, demonstrate grace under pressure, flexible
  • Strong self-motivation to improve the processes with positive attitude to support customer’s needs
  • Test system changes in UAT environment to validate Implementation documentation
  • Business analysis experience

List of Typical Responsibilities For a Management & Business Analyst Resume


Responsibilities For Workforce Management Business Analyst Resume

  • Prior experience working on BI initiatives in a banking domain
  • Participate in all testing phases, working with test and delivery teams to evaluate defects, assess severity and priority and coordinate follow-up actions
  • Good understanding of high-level IAM concepts and principles regarding roles, entitlements, request / approval and provisioning processes
  • Solid self-starter that can work independently as needed and is willing to learn
  • Previous experience in Business / Systems Analysis or Quality Assurance
  • Experience with CRM systems is required

Responsibilities For Wealth Management Business Analyst Resume

  • Effective ability to troubleshoot and problem solve
  • Effective in individual contributor or team related role, as appropriate
  • Partner with the group DMO to review and validate data lineage
  • Data Management experience with focus on Data Quality
  • Business Analysis experience in the Wealth Management, background in technology space
  • Solid knowledge of data management principles and processes
  • Provide IT Technical Leadership on QAD ERP application including QAD module on integrations, interface, reporting and system availability
  • Develop interfacing module between corporate Sourcing systems with QAD
  • Understand the QAD manufacturing module and its costing concept

Responsibilities For Data Management Business Analyst Resume

  • Liaison for Internal ControlTeam in support of internal/external audit, SAS70, and SOX testing requests
  • Project manage the operations of the Firm’s quality assurance panels which ensure content has been thoroughly vetted before submission to Board, Senior Management and regulators
  • Author business requirements and other supporting materials to detail business need
  • Prepare and publish schedules for TAC staff. Plan off-line time for meetings and special training courses
  • Work closely with a global team during development phase of projects

Responsibilities For Product Management Business Analyst Resume

  • Work with globally distributed teams during design and development
  • Drive data quality monitoring and remediation process
  • Hands on knowledge of data analysis, data profiling with IDQ or any other tools
  • Provide accurate and timely analysis regarding workload and service performance across the Contact Center
  • Provide problem solving and analytical capabilities to identify performance improvement opportunities, root causes and solutions
  • Document implemented systems and processes, and provide training and expert assistance to end users
  • Promote the adoption and ongoing use of enterprise knowledge management systems
  • In-depth knowledge of SharePoint, Confluence, and other content management/information sharing platforms

Responsibilities For Identity & Access Management Business Analyst Resume

  • Design, develop and continuously improve volume forecasting models and tools across various business units
  • Analyze complex data flow from front office systems to finance systems to identify gaps
  • Perform process analysis, root cause analysis, cost benefit analysis, business impact analysis and business intergration activities (i.e. training, communication)
  • Prepare business requirements and coordinate feedback from multiple functions
  • Prepare ‘as is’ and ‘to be’ workflows
  • Facilitate requirement sessions with LOB current and future users of toolset
  • Ensure broad awareness and consensus for all in- & out- of scope business requirements
  • Author, contribute and confirm test plans, scripts and success criteria

Responsibilities For Portfolio Management Business Analyst Resume

  • Attend cross organization sessions as CIB Documentation Management Subject Matter Expert
  • Full, end-to-end responsibility for project delivery including ‘hands on’ tasks such as functional analysis systems analysis, detailed planning of analysis phases, coordination of front to back testing and implementation tasks where required
  • Business Analysis experience
  • Governance and enforcement of front to back trade flow efficiency
  • Familiar with Trade Management concepts, processes and controls

Responsibilities For Risk Application Management Business Analyst Resume

  • Able to read code and run SQL queries
  • Works closely with the management teams of Citigroup's many departments, adding value to the GCB business through strategic analysis and hands-on participation in sales and servicing teams productivity review
  • Be flexible, follow and meet tight deadlines, organize and prioritize work
  • Strong track record of analytical solution delivery in the BFSI space
  • Experience in QAD financial module and the QAD sub-module financial interface
  • The role provides the opportunity to interact with executive leadership both internal and external of DM

Responsibilities For Treasury Management Business Analyst Resume

  • Lead business process project relate to QAD ERP and its related applications
  • Drive for sustainable solutions, simplified QAD ERP environment with conformance to system architecture, standards and practices
  • Provide leadership to shared teams performing design and development deliverable, accountable for all design and development deliverable, identify areas of improvement and drive shared IM (Information Management) teams to design and implement proposed solutions
  • Work closely with business process owner ensuring on-time execution of deliverable. Share ownership on zero-defect QAD ERP releases
  • Work with matrix internal teams to coordinate and plan: document reviews, code reviews, QA performance testing, and schedule available release windows for production rollover
  • Work with internal shared support and maintenance teams to plan upgrade / maintenance projects for application and database versions, manage upgrades across shared and core IM teams
  • Keep up to date with enabling technologies and work as a change-agent to promote their use for business productivity

Responsibilities For Knowledge Management Business Analyst Resume

  • Foster a strong working partnership of shared accountability with the primary internal and external technology providers (Technology Support Group, QAD, Progress, Streamserve)
  • Cross check system pricing against contracted pricing
  • Global and strategic mindset. Ability to promote teamwork and communication / information sharing
  • Basic understanding of Windows, Unix and database (SQL) platforms and directory services (Active Directory, LDAP)
  • Support initiatives to increase user’s awareness and use of online training materials
  • Synthesize knowledge to an easily understandable level for circulation to a wide audience from outside the department
  • Sound knowledge on financial products
  • Contract or Order Document requirements/questions

Responsibilities For Asset Management Business Analyst Resume

  • Deliver Support for SAP Customer Service and Service Management area business users.
  • Develop and maintain documentation of key technical processes and project work as appropriate. Deliver and manage in a timely manner, small enhancement projects to meet business requirements
  • Deliver projects transition into support, ensuring that all areas of transition are covered
  • Contribute to the maintenance and improvement of the current reporting and analysis process
  • Document metrics and management reporting for the new portal
  • Research and development with data and reporting on products, industries and market trends in support of product placement, retention and release termination
  • Conduct high level research projects including competitive analysis in support of Product Management initiatives
  • College graduate with focus in Economics, Market Research, Statistics, Accounting / Finance

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