Conversion Analyst Resume Samples
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Conversion Analyst Resume Samples
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DL
D Ledner
Dayna
Ledner
5841 Teagan Fall
Los Angeles
CA
+1 (555) 830 6218
5841 Teagan Fall
Los Angeles
CA
Phone
p
+1 (555) 830 6218
Experience
Experience
Los Angeles, CA
Conversion Analyst
Los Angeles, CA
Wilkinson, O'Hara and Kunze
Los Angeles, CA
Conversion Analyst
- Perform other related duties and process improvement projects as requested by management
- Assist management with the planning and design of improvements to business processes
- Assists management with the planning and design of improvements to business processes
- Communicate progress and any potential problems to Conversion Project Manager and Conversion Resource Manager for awareness and/or resolution
- Uses limited independent judgment to make decisions based on precedents and established guidelines
- Work with development personnel to determine problem solutions
- Attend team meetings and work with various levels of Management
Chicago, IL
Digital Conversion Analyst
Chicago, IL
Krajcik Group
Chicago, IL
Digital Conversion Analyst
- Expert in Excel
- Proficient in PowerPoint and Word
- Utilize e-commerce best practices for online sales to new and existing customers
- Provide creative input for new digital plans and promotions
- Support other digital teams with both partners and vendors
- Manage and organize all Direct Energy pricing updates and new product builds. This includes communicating with multiple teams to insure the information provided is not only on time and meets the request, but is also accurate
- Manage end-to-end order analysis, research and correction in compliance with relevant market guidelines, protocols, and state regulatory rules
present
Houston, TX
Product Conversion Analyst
Houston, TX
Heller, Cartwright and Olson
present
Houston, TX
Product Conversion Analyst
present
- Provide consultation to the Sales team on how to set customer expectations and manage/be aware of potential conflict or change management
- Provide analytical support to Product Category Managers to deliver supplier value through targeted product conversion
- Program maintenance including flagging items for conversion, data quality checking, and production of program performance metrics
- Develop data to support customer direct customer email program and measure results
- Participate in Sales processes such as routine calls, Account Management Team Meetings, weekly reports, conversion/opportunity tracking. Participant will work closely with Field Sales and Industry Director
- Coordinate project management of conversion opportunities approved by the customer. Specific tasks to include developing project management tracker, scheduling calls with the local sales reps to get an update on progress, reporting of roadblocks to project success to the Industry Director and maintaining project tracking template to ensure field conversion activities are being monitored
- Support the sales team by preparing materials to present the recommendations and savings opportunities to the customer and then ensure Sales are prepared to deliver the material to the customer
Education
Education
Bachelor’s Degree in Computer Science
Bachelor’s Degree in Computer Science
University of California, Santa Barbara
Bachelor’s Degree in Computer Science
Skills
Skills
- Ability to demonstrate knowledge and experience in the Legal finance sector or similar financial systems environment (prior Elite experience highly desirable)
- Possess excellent organizational and interpersonal skills, with good follow-up skills and attention to detail
- Strong organizational and interpersonal skills with good follow-up skills and attention to detail
- Excellent follow-up skills, attention to detail
- Strong self-motivation with excellent time management skills, effectively managing multiple project
- Knowledge FISERV products and systems, with a working knowledge of the financial services industry
- Ability to achieve deadlines and deliverables
- Excellent written, verbal and interpersonal communication skills and able to interact with individuals in all levels of an organization
- SQL knowledge is highly desired
- Detailed-oriented with strong analytical, trouble-shooting, prioritization, and follow-up skills
15 Conversion Analyst resume templates
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1
Conversion Analyst Resume Examples & Samples
- Bachelor’s Degree in business or other related discipline or commensurate education and work experience in the financial services industry or other related field
- Minimum of 3+ years of progressive experience in Consulting,
- Project Management or Operations field, which includes but not limited to project management, change leadership, cross-site leadership, performance management and strategic leadership experiences required
- Financial services experience including new plan implementations and conversions strongly preferred
- Financial services experience including record keeping systems (eg OMNI) experience
- Licensing, FINRA Series 6 within 90 days of hire is required
- Expert Level of the Microsoft Office Suite strongly preferred
2
Conversion Analyst Resume Examples & Samples
- Proficient knowledge of the financial markets, products and services, including TIAA-CREF products and services, and the higher education industry
- Systems analysis, test case writing, data and user experience testing, problem solving skills, ability to develop innovative, solutions, understanding of processes and dependencies
- Excellent analytical, strategic/advisory skills and understanding of consulting and negotiation skills, necessary for product delivery
- Ability to lead, motivate and collaborate with associates at all levels throughout the organization
- Excellent communication, negotiating, networking, and listening skills. Communicate effectively across all internal business partners and all levels of the organization as well as with clients
- Demonstrated innovation and business acumen. Systems Experience: Siebel, Omni Suite, Microsoft Office Suite, Plan Rules , Omni trade, Sun guard Transfer Network, OBI
- Must be able to travel up to 30%
- Works independently with highly complex, sensitive or higher priority products and services or assignments (varies by team assignment). Assignments require considerable judgment, analysis and initiative in order to resolve problems and make recommendations, and on TIAA-CREF’s standard offer by market segment
- Demonstrate advanced consulting skills and ability to establish innovative solutions to resolve business or product/service issues
- Demonstrated ability to be both strategic; yet, possess technical savviness / aptitude for the detail. Ability and understanding to manage solutions
- Plan Administration – Experience with plan documents, plan design, recordkeeping agreements, and recordkeeping services (Eligibility, Vesting, Compliance Limits Monitoring, etc.)
- QA/BA Testing experience
- Payroll processing experience (PeopleSoft, Banner, etc.)
- Generates and implements creative or unique solutions to solve problems
- Balances multiple demands and competing priorities
- May develop and assist in the implementation of initiatives on process/workflow improvements and program/policy changes
- May provide guidance to less experienced staff and/or lead projects
- Demonstrated relationship development or consultative selling skills, including proven sales and or customer service track record
- Communication is responsive to internal and external clients resulting in strong relationships
- PMP desired
3
System Conversion Analyst Resume Examples & Samples
- Analytical with strong attention to detail and documentation
- Accounting/Finance background
- Understand Corporate Banking Products/Business
- Proficient in Microsoft Excel (Heavy Pivot and Vlookup use)
- Ability to handle vast amounts of data
- Can take direction and work under pressure
- Experience with Functional & Unit Testing
- Experience with System Conversion Projects
- Reporting Experience
4
Conversion Analyst Resume Examples & Samples
- Analyse customer journeys across web and mobile platforms
- Assist with the implementation of and reporting on testing programmes that will deliver systematic and significant improvement in conversion rates
- Research and analysis of competitive landscape and wider digital innovation
- Review online marketing, revenue and associated retail campaign and conversion effectiveness
- Analyse data trends and benchmark performance making recommendations and forward projections for future planning and forecasts
- Develop and implement testing and process strategy against current and future products and initiatives
- Optimise click to purchase through web and mobile user journeys
- Identify business requirements for developing on-site conversion levers through agile development process
- Increase customer retention through optimised user flows and engaging tools and content
- Reporting and transparency around test planning, strategy and communicating results to key internal stakeholders
- Knowledge of end to end customer journey and team dynamics (Online Marketing, UX and Content teams)
- Website analytics / conversion
- Microsoft Office especially Excel
- Extensive experience of Google Analytics (preferably certified) including experience of setting up GA profiles, filters, goals and dashboards
- Enterprise testing tools (Clicktale and Maxymiser)
- Tag management solutions, particularity Google Tag Manager
- Hold a current unrestricted worldwide passport
5
Conversion Analyst Resume Examples & Samples
- Investigates & provides inputs for marketing methods, consumer insights, advertising channels, and their results in an effort to continually improve results
- Prepares & assists in the development of presentation materials/findings both internally and externally for the marketing focus/channel he or she supports
- Executes against partner marketing plans to deliver results that exceed defined objectives
6
Conversion Analyst Resume Examples & Samples
- Analyze and determine implementation requirements and then configure and implement specifications to achieve desired results
- Provide consultation to the client before, during and after Implementation, including the development of new department procedures the Implementation may require
- Provide application support to both internal and external clients utilizing phone, email and other methods as applicable
- Provide training to the client before, during and after Implementation, including the correct use of the system as well as daily application balancing procedures
- Communicate progress and any potential problems to manager for awareness and/or resolution
- Maintain the tools used to ensure the efficiency and effectiveness of the implementation process
- One to three years systems/data analysis in the financial services industry, or a closely-related field
- Prior software application implementations experience highly desirable
- Knowledge of business methods and practices in the financial services/credit union industry is preferred
- Display strong communication and presentation skills
- Ability to analyze and solve complex technical problems
- SQL knowledge is highly desired
- Significant travel required (up to 80 calendar days per year)
7
Conversion Analyst Resume Examples & Samples
- Meet or exceed the targeted goal for customer satisfaction
- Ensures that systems/processes are operating efficiently
- 6 – 8 conversion events per year
- Complete data analysis/review, system studies, walkthroughs, and post-conversion support for converting clients
- Determine and clearly document client requirements (conversion procedures) to ensure thorough understanding by the client and programming staff
- 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
- 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
- Ensure balancing of all applications to GL are completed during the conversion process and are discussed/reviewed with the client and the Accounting Systems analyst during post-conversion support
- Communicate progress and any potential problems to Conversion Project Manager and Conversion Resource Manager for awareness and/or resolution
- Continuously examine procedures, processes and tools for maximum effectiveness and efficiency. Look to eliminate, consolidate and improve the process wherever possible
- Reduce manual effort and time required to write system study, verify converted data, balance applications and get client self-supporting
- Provide additional application training to the client before, during and after the conversion, including daily application balancing procedures. The Fiserv Training Department provides the initial application training for the client
- Other duties as assigned by the manager. These may include, but are not limited to: existing client parameter reviews, QA assistance with new releases, conducting training sessions for clients or internal employees, etc
- 3-5 years financial industry experience and application knowledge
8
Conversion Analyst Resume Examples & Samples
- Analyze and determine conversion requirements and provide conversion specifications to programming
- Provide consultation to the client before, during and after conversion, including the development of new department procedures the conversion may need
- Interpret client's existing data, systems and workflows
- Maintain the tools used to ensure the efficiency and effectiveness of the conversion process (system studies, questionnaires)
- Provide training and support to the client before, during and after conversion, including the correct use of the system and daily application procedures
- Provide information to client support and operations personnel to enable a smooth and orderly transition to day-to-day processing
- 2-5 years banking or credit union experience
- 3-5 years of experience in Loan Operations at a Bank or 3-5 years of experience handling conversions for Financial Institutions. This would include mapping and test verification with the converting client
- Past experience in an analytical and customer facing role
- Proficient PC skills and Microsoft Office application experience
- Strong problem-solving, communication and interpersonal skills
- Dedication to quality and high-level customer satisfaction
- Excellent follow-up skills, attention to detail
- Ability to deal with time constraints, emotional situations and conflict
- Ability to work well independently and within a team
- Fiserv Premier System experience strongly preferred
- Ability to travel alone or as part of a team, approximately 30%, with Sunday departures
- Locally, Regionally, and Nationally
9
Conversion Analyst Resume Examples & Samples
- Under general supervision, analyze and determine conversion requirements and provide conversion specification to programming
- Interpret client’s existing systems and workflows, through and including the balancing of conversion data
- Provide training to the client before, during and after conversion, including the correct use of the system and on-line terminal assistance, as well as daily application balancing procedures
- Applies standard project management principles including the creation and maintenance of project plans and managing project tasks and resources as they apply to each implementation
- Manages multiple clients and adhere to project timelines
- Manages client expectations with respect to available product solutions
- Uses sound judgment and experience to solve moderately complex problems based on precedent, example and experience that is commiserate with that of Business Analyst
- Utilizes system and data to resolve business issues in the most effective manner
- Analyzes and identifies root cause; providing input to solutions that lead to success for Fiserv and the client
- Defines project requirements by identifying project milestones, phases, and elements; forming a collaborative project team
- Monitors project progress by tracking activity; resolving problems; publishing progress reports; recommending actions in accordance with stated procedure
- Assists management with the planning and design of improvements to business processes
- Maintains ownership of all projects
- Three to five years of business analysis experience in the financial services industry is a plus
- Prior conversion experience or experience supervising operations and/or applications area within the financial industry highly desirable
- Must have an overall understanding of the work environment and process
- Must have working knowledge of the organization with an intermediate level of technical skills required to complete assignments
- Possess strong written and verbal communications
- Promote process improvement
- Exhibit excellent organizational and time management skills
- Work in a fast paced and changing work environment
- Work collaboratively across multiple teams and work independently
- Up to 50 Percent on a monthly basis including weekend
- Project management capabilities
- Experience and interaction with client
- Implementing or supporting Software As a Service
10
Conversion Analyst Resume Examples & Samples
- Develop and manage application level task plans and adhere to overall project plan and deliverables
- Interpret client’s existing systems and workflows, through and including the balancing of converted data
- Simulate or recreate customer problems to resolve user operating difficulties
- Discuss problems or inquiries with other department personnel and offers technical assistance and insures proper handling and follow-up
- Implement individual products or product suites to clients requesting new services
- Lead internal and client status meetings to coordinate all phases of product implementation
- Maintain project plan for internal use and delivery to client
- Assist client by determining product requirements and assessing client environment to determine
- Maintain the tools used to ensure the efficiency and effectiveness of the product implementation (questionnaires, specifications, and statistics)
- Test and implement new products as received from the product company
- Develop template project plans for new products received from the product company
- Cross train associates in implementations procedures for existing and new products
- Premier applications, or Online Banking experience is a plus
- Knowledge FISERV products and systems, with a working knowledge of the financial services industry
- Ability to analyze and solve technical problems
- Ability to learn key aspects of various applications to consult with clients effectively
- Assignments simultaneously to meet deadlines
11
Conversion Analyst Resume Examples & Samples
- In conjunction with the Transition Manager, acts as central point of contact for client leadership during the Planning, Implementation, and Post-implementation project phases
- Responsible for integrated TIAA-CREF product and service implementations, client data management, client file interface establishment and testing as well as consulting with client benefit and IT leadership on new business process and best practices during the Implementation process
- Manage a book of implementations in coordination with Transition Managers and Marketing
- Assigned to special/unique/high profile projects with firm wide scope requiring specialized knowledge and experience
- Will work on complex implementations to include asset takeovers and implementations with multivendor files
- Ensure the traceability of individual data requirements and adherence to the defined requirements
- Collaborates with Sales, Marketing, Technology production and development teams, Compliance and Administration stakeholders to facilitate the implementation process
- Leads Implementation/ Discovery Meetings with client and third party vendors to structure project plans, communications, processes and client training
- Works closely with Client (plan sponsor, benefits manager, or payroll contact and/or IT departments), Sales, Relationship Managers, Client Service Consultants, Call Center, Legal, Compliance, Operations, Marketing, Product, IT and implementation team
- Partners with his/her manager, team and internal business partners to determine ultimate solutions for data transfer for each new client/and or product being on-boarded
- Mentoring, coaching and training other DL1s and 2s
- Series 6 at the time of application, or within 90 days of hire date
- Third Party Administration (TPA), Defined Contribution & Defined Benefit experience
- Payroll processing knowledge (PeopleSoft, Banner, etc.)
- Demonstrated ability to lead, motivate and collaborate with associates at all levels throughout the organization
- Demonstrated ability to balance multiple demands and competing priorities
- BA/BS or equivalent work experience; 3-5 years implementation experience, 5-10 years product knowledge and understanding of 401a, 401k, 403b and 457b IRC sections plans
- Systems analysis, data and user experience testing
- Excellent communication, analytical, strategic, negotiation, problem solving and consulting skills. Superior interpersonal, negotiating, networking and listening skills are a must
- Systems experience in Siebel, Omni Suite, Microsoft Suite of Applications, Excel, Access, Plan Rules, PRISM, Omni trade strongly preferred
- Proficient level of knowledge of all services and products offered by TIAA-CREF, with a firm understanding of 401a, 401k, 403b and 457b IRC sections plans offered by TIAA-CREF and by our competitors
- Analytical, strategic/advisory skills and understanding of consulting and negotiation skills
12
Conversion Analyst Resume Examples & Samples
- Work with the client before, during and after Implementation, including the correct use of the system as well as daily application balancing procedures
- Bachelor’s Degree or a minimum of 5 years equivalent work experience
- Minimum of three years systems/data analysis in the financial services industry, or a closely-related field
- Proficient working in computer systems and with common applications such as Microsoft Word, Outlook and Excel
- Strong organizational and interpersonal skills, with good follow-up and attention to detail
- Must be able to travel nationally up to 60 calendar days per year
- Must be able to work after hours and on weekends when needed
- Prior software application implementations experience highly desirable.Experience with software application implementations
- Knowledge of business methods and practices in the financial services/credit union industry
- Solve problems and make decisions that are general in nature and for which there are precedents
13
Conversion Analyst Resume Examples & Samples
- Analyze, resolve, and provide technical resources to operations staff in defining and resolving operational problems
- Acting as the primary point of contact and liaison for issue troubleshooting and resolution, facilitate coordination efforts between internal and external groups and clients to resolve issues
- Under limited direction, analyze and determine root cause analysis of issues
- Deliver professional and timely client communications regarding project status and product implementation services
- Thoroughly track, organize and document all product implementation and support related activities in an online support system
- Simulates or recreates client problems to resolve user operating difficulties
- Serve as information resource to other Fiserv segments; participate from strategic, operational, technical and functional perspectives
- Ability to recommend and implement process improvements
- Communicates client suggestions for enhancements and insures proper handling and follow-up
- Support Business Continuity and Contingency processes and tests
- Minimum one to three years work-related experience. Banking background and familiarity/experience with banking operations is advantageous but not required. Working knowledge of Windows OS
- Strong PC/Windows and or AIX experience along with a technical aptitude is required
- Demonstrated ability to handle issues that arise with minimal oversight or guidelines
- Proven to be results-oriented with superb organizational, multi-tasking, and time management skills
- Excellent written, verbal and interpersonal communication skills and able to interact with individuals in all levels of an organization
- Must be able to make decisions and resolve problems using experience and professional judgment
14
Conversion Analyst Resume Examples & Samples
- Analyze and determine deconversion requirements and provide deconversion requirements to appropriate Business Units
- Perform administrative tasks related to client database records to record deconversion activities
- Provide consultation to the client before, during and after deconversion
- Identify client's existing applications and workflows to ensure all data is converted successfully
- Maintain the tools used to ensure the efficiency and effectiveness of the deconversion process
- Attend team meetings and work with various levels of Management
- Perform other related duties and process improvement projects as requested by management
- Three to five years systems/data analysis in the financial services industry, or a closely related field
- Ability to analyze and solve complex problems
- Works well in an environment with firm deadlines and high volume; results oriented
- Minimal Travel required
- Prior conversion experience preferred
15
Conversion Analyst Resume Examples & Samples
- 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
- 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
- 3 – 5 financial industry experience and application knowledge
- Previous conversion experience
- Banking/data processing background
- 1 - 2 years in a related job function with Cleartouch (experience as a Product Support Representative in primary application is desirable): Product Analyst, Trainer, QA or Product Support
- Previous experience with the Cleartouch system in an operational environment
- Knowledge of Cleartouch products
16
Conversion Analyst Resume Examples & Samples
- Entry-Level position with strong analytic and communication skills
- Under general supervision, analyze and determine conversion requirements and provide conversion specifications to programming
- Interpret client’s existing systems and workflows through and including the balancing of conversion data
- Provide training to the client before, during and after conversion, including the correct use of the Fiserv system and on-line terminal assistance, as well as daily application balancing procedures
- Uses limited independent judgment to make decisions based on precedents and established guidelines
- Solves problems using standard procedures and precedents
- Perform very broad and challenging implementation tasks to ensure that projects for clients are processed expeditiously and accurately
- Principal work activity may include, but is not limited to, developing implementation plans including due dates, checklists, resource needs, time frames, and all elements required for implementation event; analyzing and determining requirements and providing necessary specifications to programming and other technical personnel; participating in providing consultation to client before, during, and after implementation; participating in training to the client before, during, and after implementation including correct use of company systems; interpreting existing systems of client and work flows through and including balancing of implementation data; communicating progress and potential problems to management for awareness and resolution; and maintaining tools (system studies, questionnaires, etc.) used to ensure the efficiency and effectiveness of the implementation
- Generally, the incumbent is expected to be able to work independently of supervisory and technical help with only limited assistance ever necessary
- The ability to perform multi-tasks requires focused concentration for extended time periods to manage projects to meet client requirements
- Satisfactory performance requires highly developed implementation and conversion skills and excellent knowledge of implementation technology and methodology plus heavy computer user skills
- Problem solving is expected and frequent and requires analysis and evaluation to resolve issues
- Must be able to define issues, collect data, establish facts, and draw valid conclusions
- Incumbent may coach, cross-train, train, assist, and in general help as assigned
- High computer literacy, including very strong competency with the full Microsoft Office suite
- Degree in Business, Information Systems or Computer Science Certifications
17
Conversion Analyst, Lead Resume Examples & Samples
- Work with technical teams and test various functions of the POS conversion consoles Work with technical teams to resolve any setup issues or problems encountered during testing of the conversion consoles. This includes holding or participating in meetings, scheduling testing, and running mock conversions when necessary
- Work with team members to finalize operating procedures for the conversion technical team Work with outside groups to finalize procedures for the conversion handling. This includes setting up and directing meetings to finalize processes as well as working with other teams to determine hand offs Act as the primary contact for conversion related issues for the POS team
- Act as an escalation point for the conversion technical team when issues arise SME on the Platform Conversion Environment and address any questions related to the conversion process
- Facilitate/Direct discussions regarding structure of the conversion process and its alignment with the Production environment. This includes working with technical teams and developers to structure the conversion processes in a way that streamlines its functions Compose Design Documents Participate in any QI or project related meetings Work with BA and Developers to ensure proper understanding or requirements and that go-forward approach aligns with the business needs
- Convert the client into the Platform Conversion Environment Validate the client in the environment. This includes running processes within the conversion consoles but also working with outside teams such as application support and the project managers to conduct in-depth data validation Participate in afterhours installs and client conversions when needed Participate in afterhours testing when requested
- 2+ years of demonstrated experience in a leadership role
- Strong technical aptitude and computer proficiency, including MS Office Suite, MS Project
- 2-4 years Conversion / Migration experience
- Ability to establish and maintain relationships with project team members
- Ability to influence project team, internal, and/or external stakeholders
- Ability to understand project stakeholder needs, interests, and influence for project success
- Ability to effectively identify and communicate project problems to stakeholders
- Ability to proactively develop solutions to project challenges
- Ability to drive project problems to closure
- Up to 25%
18
Conversion Analyst Resume Examples & Samples
- Provide limited training to the client after Implementation, including the correct use of the system as well as daily application balancing procedures
- 3 – 5 years’ financial industry experience and application knowledge
- Knowledge of Premier products preferred
19
Conversion Analyst Resume Examples & Samples
- A three-faceted role – a chance to travel, build customer relationships and learn complex technical concepts
- A position where you will analyze Progress conversion code on a daily basis and learn Progress code skills to run queries on our client’s data
- An opportunity to drive for perfection and handle challenging situations and face-to-face client contact
- A position where you’re the face of Fiserv and one of very few associates who spend extensive, onsite, face-to-face time with our clients
- The ability to interpret data elements and explain conversion data to clients
- A chance to utilize your expert communication skills to lead meetings and solve problems
- 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
- Minimum 1 year of experience in the banking industry is strongly preferred
- MS Office familiarity is a must – utilization of MS Excel will be required
- Background in computer software preferred, but not required
- Some weekends work and travel is required to successfully balance and convert our bank client data
- Go-Live conversion events will require extra hours as needed to ensure a successful conversion to Fiserv Precision
- 25% Travel Time can be expected and will be required. (Approximately 12 weeks per year required)
20
Senior Conversion Analyst Resume Examples & Samples
- Proven development of conversion procedures and tools
- Previous working with business owners on verifying data was converted correctly
- Responsibility for running validation processes to ensure conversion accuracy
- Responsibility for working with data conversion personnel regarding related issues and resolution
- Experience doing data mappings from one data source to another
- Banking/Wealth Management Industry Experience
- Data Cleansing
- Data Conversion
21
Director of Implementations Conversion Analyst Resume Examples & Samples
- Series 6 and 26 required and must pass within 90 days of hire
- 7+ years of industry experience, 4 years implementation work in a similar setting required
- People leadership experience required
- Strong implementations and/or project management organizational skills required as well as the understanding of end to end plan management process
- Expert level of financial product knowledge within the defined contribution and defined benefit space
- Strong TIAA product knowledge strongly preferred TIAA CREF internal systems knowledge preferred
- Project and change management experience strongly preferred
- Series 6 and 26 at the time of application
- Expert level Client management and previous experience with client management
- Previous people leadership experience with the ability to manage exempt team meetings and also work with cross functional teams as well as internal and external partners
- Exposure with senior leadership providing regular updates
- People Leadership Experience preferred
- Change management experience
- Continuous Improvement skills
22
Director of Implementations Conversion Analyst Resume Examples & Samples
- Series 6 and 26 required and must pass within 90 days of hire
- 7+ years of industry experience, 4 years implementation work in a similar setting required
- People leadership experience required
- Strong implementations and/or project management organizational skills required as well as the understanding of end to end plan management process
- Expert level of financial product knowledge within the defined contribution and defined benefit space
- Strong TIAA product knowledge strongly preferred TIAA CREF internal systems knowledge preferred
- Project and change management experience strongly preferred
- Series 6 and 26 at the time of application
- Expert level Client management and previous experience with client management
- Previous people leadership experience with the ability to manage exempt team meetings and also work with cross functional teams as well as internal and external partners
- Exposure with senior leadership providing regular updates
- People Leadership Experience preferred
- Continuous Improvement skills
23
Conversion Analyst Resume Examples & Samples
- Work closely with conversion programmers to help solve complex data mapping issues
- Travel onsite to our bank clients and spend face-to-face time discussing data conversion elements and balancing CD, Loan and DDA module reports as well as General Ledger balancing
- Train bank clientele on back office operations using the Precision software
- Lead entry and exit meetings onsite at our banks and over the phone
- Write queries against Progress databases that contain bank accounting data to ensure an accurate conversion
- Build bank database parameters from the ground, up, and convert competitor data elements into those specs
- Some weekend work and travel is required to successfully balance and convert our bank client data
- Minimum of 1 year in the banking industry is strongly preferred
- 25% Travel Time can be expected and will be required. (Approximately 12 weeks out per year required)
- Weekend work or travel will be required for approximately 12 weeks per year
24
Conversion Analyst Resume Examples & Samples
- Analyze and determine conversion requirements
- Perform administrative tasks related to client database records to record conversion activities
- Provide consultation to the client before, during and after conversion
- Maintain the tools used to ensure the efficiency and effectiveness of the conversion process
- Reconcile client deposit and loan applications to converted data
- Reconcile client general ledger to deposit and loan applications
- Assist client in reconciling general ledger accounts to other integrated systems
- Proficient in computer systems and personal computer use, including but not limited to Microsoft Office Suite (Word, Excel, Outlook and Access)
- 20% average travel required
25
Conversion Analyst Resume Examples & Samples
- In this position, the Conversion Analyst will be customer-facing and work closely with the rest of the project team to ensure a successful implementation and go-live. This includes effectively communicating with the customer and managing them through the implementation process from initiation to closure. The Conversion Analyst will also document progress, manage risk and guide the customer towards best practice data conversion. A key to success will be working directly with the customer in order to set proper expectations to ensure that the conversion is of high quality and is delivered on-time
- The role will require delivery of multiple concurrent projects which consist of importing, analysing, mapping and converting customer data. You will accomplish this through building programming expressions using VB.NET, SQL and Blackbaud's proprietary toolset
- You will be responsible for preparing timely and accurate documentation for the Quality Assurance team so that data runs can be thoroughly tested, ensuring that deliverables reach our customers on time in order to meet or exceed customer's expectations
- 3+ years related experience
- Bachelor’s Degree in Computer Science, Information Technology or related field is required
- Experience in SQL programming, optimization and profiling is required
- Experience with SQL Server relational databases
- Experience with SQL Server Management Studio 2008 and higher
- Experience using Visual Basic and the .Net platform (VB.Net, ASP.Net, C#)
- Knowledge of Blackbaud products is a plus
- Able to multitask efficiently
26
K Conversion Analyst Resume Examples & Samples
- In-house record-keeping platform system knowledge
- Strong analytical, problem solving, and decision-making skills
- Strong customer focus, including ability to think in terms of the customer’s perspective and expectation
- High level of organization and follow up capabilities
- Calm approach to high pressure situations, and the ability to multi-task competing priorities
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Conversion Analyst Loan Balancing Resume Examples & Samples
- Creates data maps and transaction workflow documents showing exactly how system transactions will be mapped to general ledger
- As part of the conversion process, tests customized software against customer specific needs, shares with customer reports and application specific data that reflects how conversion data will be processed. Reviews conversion results (reports, balancing, data load, software changes) with client to refine and confirm requirements. Obtains formal customer acceptance of results
- Conducts train the trainer sessions to instruct and train internal customers (employees) or external customers on changes, new systems or new procedures
- Acts as an on-site resource during conversion and answers questions, troubleshoots problems as they occur, supports implementation of new procedures, conducts last minute training if necessary and provides support during conversion week. Reviews the conversion results (reports, balancing of systems, balancing system conversion to associated General Ledger accounts, errors) with the customer and obtains client sign-off. Coordinates and directs the completion of post-conversion maintenance potentially including error resolution, system or data changes, and balancing adjustments
- Strong banking or banking operations background with emphasis in accounting skills required
- General Ledger and/or reconcilement experience required
- Loan processing experience required
- Loan operations experience is a plus
- Knowledge of FIS Integrated Banking System is a plus
- Ability to work occasional weekends is required
- Travel 25-30% is required
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Impl Conversion Analyst Resume Examples & Samples
- Need someone who has back office loans experience or extensive knowledge
- Develops understanding of and defines client products and services through information gathering sessions to determine how FIS systems must be established to meet client needs
- Completes product workflow documents summarizing all processing requirements and determines key challenges in converting customers to FIS systems
- Through data analysis, product mapping and interviews, gathers forms and data files from customers and assesses requirements for software utilization and discusses any software customization requirements with programming team
- Creates data maps and transaction workflow documents showing exactly how every field of information will be converted. The data mapping forms the technical specification for the conversion and, in some cases, may generate code. Shares data maps with programmers, clients, and others as appropriate to ensure successful conversions. Refines mapping through iterative validation
- As part of the conversion process, tests customize software against customer specific needs, share with customer reports and application specific data that reflects how conversion data will be processed. Reviews conversion results (reports, balancing, data load, software changes) with client to refine and confirm requirement. Obtains formal customer acceptance of results
- Examines client's processes, forms and reports, determines operational needs, and documents what the software will do and all related processes, forms, reports, etc. to be used after conversion is complete
- May develop new procedures with client to ensure FIS software is used appropriately
- Carefully examines data and reports to make sure conversion is proceeding correctly, runs test scripts with various data to see how new or customized transactions process through the software and verifies and validates accuracy of data through the generation of a variety of reports. Validation may include completion of prior system to FIS balancing
- Coordinates and conducts readiness review. This includes directing the customer in preparation and execution of test scripts to verify accuracy of data, training and procedures, system set-up and reports. The readiness review process ensures the customer training and procedures, the system, and the conversion data are correct and ready for actual conversion
- Throughout the project, provides expertise to answer questions and guide the client in the use of the system. Conducts train the trainer sessions to instruct and train internal customers (employees) or external customers on changes, new systems or new procedures
- Acts as an onsite resource during conversion and answers questions , trouble shoots problems as they occur, supports implementation of new procedures, conducts last minute training if necessary and provides support during conversion week. Reviews the conversion results (reports, balancing of systems, balancing system conversion to associated general ledger accounts, errors) with the customer and obtains client signoffs. Coordinates and directs the completion of post conversion maintenance potentially including error resolution, system or data changes, and balancing adjustments
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Conversion Analyst, Senior Resume Examples & Samples
- The Conversion Analyst is a vital role at Fiserv Output Solutions (FOS) that significantly contributes to its overall business success. You are responsible for working with clients to implement card programs
- You will play a key role in ensuring that FOS client implementations are successful, standard processes are followed and improved when and where necessary – bettering our processes, tools, methods and resources is a key effort
- You will have end-to-end accountability over the deployment of new client products once a project is accepted into the FOS organization. Conversion Analysts oversee multiple projects simultaneously to ensure that the quality and success of our projects are consistent, and repeatable
- You will contribute as a client-facing representative of the company and our professional services organization
- Required – Bachelor Degree in business or equivalent field or related experience
- 5 years prior experience in a role that directly involved technology
- Prior experience in a business analyst role is desirable
- Prior exposure to encryption technology is desirable
- Self-directed and collaborative approach to solutioning and issue resolution
- Demonstrated ability to assess critical situations and act quickly to address them
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Impl Conversion Analyst Resume Examples & Samples
- Completes product workflow documents summarizing all processing requirements and determines key challenges in converting customers to FIS,
- As part of the conversion process, tests customized software against customer specific needs sharing reports and application specific data with customers that reflect how conversion data will be processed. Reviews conversion results (reports, balancing, data load, software changes) with client to refine and confirm requirements. Obtains formal customer acceptance of results
- Coordinates and conducts readiness review. This includes directing the customer in the preparation and execution of test scripts to verify accuracy of data, training and procedures, system set-up and reports. The readiness review process ensures the customer training and procedures, the system, and the conversion data are correct and ready for actual conversion
- Customizes FIS software through the use of authoring tools to meet individual customer needs – modifies screens and data fields, creates new forms, screens, product sets, tables, etc
- Acts as an on-site resource during conversion and answers questions, troubleshoots problems as they occur, supports implementation of new procedures, conducts last minute training if necessary and provides support during conversion week. Reviews the conversion results (reports, balancing of systems, balancing system conversion to associated General Ledger accounts, errors with the customer and obtains client sign-off. Coordinates and directs the completion of post-conversion maintenance potentially including error resolution, system or data changes and balancing adjustments
- Requires advanced working knowledge of FIS systems as well as the industries in which FIS competes for business
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Conversion Analyst Resume Examples & Samples
- Under general supervision, prepares business specifications from which technical specifications are formulated
- Conduct preliminary investigation for project requests
- Review requirements, specifications, test, support and training plans to ensure they are in line with business objectives
- Develop detailed Requirement document. Strong communication skills. Strong Client facing skills
- Assist in root cause analysis in order to recommend product enhancements or other appropriate actions to improve productivity for business units
- Utilize systems and data to resolve business related analysis and research to support business goals
- May provide financial or operational business related analysis and research to support business goals
- Decision Making / Problem Solving* - Uses limited independent judgement to make decisions based on precedents and established guidelines
- Provides some supportive advice with limited impact on the use of resources
- Impact on resources limited to assigned department
- Healthcare Industry Knowledge is preferred. Agile Processing is preferred
- Bachelor’s degree in Business Administration, Computer Science, Information Technology or equivalent relevant work experience
- Minimum Job-Related Experience: 3-5 years work-related experience
- Minimum of 3 years of experience in healthcare services or a work-related industry
- Experience in business process design and driving business process change
- General understanding of Agile or Project Management principles
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Systems Conversion Analyst Resume Examples & Samples
- Acts as the liaison and facilitator between the business unit and development team
- Identify the business needs from the client and outline the solution
- Translate the client needs to a technical format for technical requirements
- Collaborate through effective communication, and fosters collaboration across stakeholders. Ensures complex technical information can be explained in simple, business/partner related terms
- Participate in project execution in support of the business process roadmap which aligns to the future state
- Ensure compliance principles are integrated in technology business solutions (ex. Access control, recovery, data protection)
- Collaborate with Solutions Architect, Tester, and development team members to deliver the best technical solution
- Adhere to corporate standards and policies. Understands, applies, and leads the KTO Project Lifecycle Framework, KTO Project Standards, and KTO Project Policy
- Ability to analyze data and interpret results
- Experience in acquisitions and/or large data conversion projects
- Proficient user of Excel especially in the areas of financial reconciliation and data validation
- Ability to manage interests of multiple stakeholders with diverse opinions and perspectives
- Expertise in using MS Project and Visio
- Real Estate financing / Mortgage knowledge a plus!
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Conversion Analyst Resume Examples & Samples
- Analyze and determine conversion requirements and provide conversion specification to programming
- Apply standard project management principles including the creation and maintenance of project plans and managing project tasks and resources as they apply to each implementation
- Manage multiple clients and adhere to project timelines
- Manage client expectations with respect to available product solutions
- Use sound judgment and experience to solve moderately complex problems based on precedent, example and experience that is commiserate with that of Business Analyst
- Utilize system and data to resolve business issues in the most effective manner
- Analyze and identifies root cause; providing input to solutions that lead to success for Fiserv and the client
- Define project requirements by identifying project milestones, phases, and elements; forming a collaborative project team
- Monitor project progress by tracking activity; resolving problems; publishing progress reports; recommending actions in accordance with stated procedure
- Assist management with the planning and design of improvements to business processes
- Maintain ownership of all projects
- 3+ years of business analysis experience in the financial services industry is a plus
- Portico experience preferred
- Project management capabilities preferred
- Experience and interaction with client preferred
- Experience implementing or supporting Software As a Service preferred
- Ability to work in a fast paced and changing work environment
- Ability to work collaboratively across multiple teams and work independently
- Up to 70% on a monthly basis including weekends
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Conversion Analyst Resume Examples & Samples
- Translate client’s raw data submission by analyzing, mapping and testing for validity and accuracy prior to loading into RGA Re administration system
- Analyze, test, and debug system solutions. Consult with other Operations associates in the development of solutions for specific business needs
- Research, review and document existing processes, stored procedures and functions for enhancement, accuracy and redevelopment
- Communicate with programmers for desired results of stored procedures based on analysis performed
- Write and execute SQL’s and tables to get results needed for analysis, validity and accuracy testing
- Maintain regular and predictable attendance
- Perform other duties/projects as assigned
- 2-5 years experience insurance, reinsurance or financial services or
- Bachelor’s degree in Actuarial Science with no experience
- Basic Microsoft Word skills
- Basic Microsoft Outlook skills
- Intermediate Query skills
- Completion of an introductory basic programming course
- Must be flexible and adaptive to change
- Intermediate written and oral communication skills
- Takes initiative and is accountable
- Ability to read and interpret treaty language, and to apply it appropriately
- Must possess Investigative skills
- Basic goal setting skills
- Intermediate analytical and problem solving skills
- Ability to share and impart knowledge
- Ability to balance detail with departmental goals/objectives
- Ability to work well within a team environment and participate in department projects
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Product Conversion Analyst Resume Examples & Samples
- Perform necessary financial and pricing analyses to assess the profitability or risk of the recommended initiatives. Incorporate project strategies into overall assessment to provide customer with different opportunities
- Identify missed opportunities and further drive customer compliance by providing Field Sales with the appropriate resources and tools to work directly with end-users on conversions
- Support the sales team by preparing materials to present the recommendations and savings opportunities to the customer and then ensure Sales are prepared to deliver the material to the customer
- Develop and maintain Product Conversion Roadmap with Sales Leadership. Develop internal project plan to ensure cross referencing, pricing, and tracking requirements are met according to customer commitments. Identify key customer processes that must be integrated into the project plan. Develop associated customer-facing templates to improve ease of use and aid in decision-making
- Coordinate project management of conversion opportunities approved by the customer. Specific tasks to include developing project management tracker, scheduling calls with the local sales reps to get an update on progress, reporting of roadblocks to project success to the Industry Director and maintaining project tracking template to ensure field conversion activities are being monitored
- 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
- Provide consultation to the Sales team on how to set customer expectations and manage/be aware of potential conflict or change management
- Provide updates relative to program progress and success metrics as needed for internal and external business reviews
- Understand customer contract and ensure alignment of activities
- Participate in Sales processes such as routine calls, Account Management Team Meetings, weekly reports, conversion/opportunity tracking. Participant will work closely with Field Sales and Industry Director
- Identify product opportunities that may require testing and then coordinate samples to the Sales organization. Support onsite customer activities on occasion as required. Sampling and follow-up with customer as be required
- Coordinate the activities of the Pittsburgh-based functions on behalf of Sales, especially e-catalog support, supply chain support and pricing support. Interface regularly with Unity Labs to ensure alignment of onsite inventories
- Bachelor’s degree in a business, finance or a scientific field
- 5+ years of professional experience with a demonstrated ability to manage and analyze large datasets
- Ability to work under tight deadlines and demonstrate flexibility with priorities
- Well-developed general business acumen with a thorough understanding of financial data and reporting methodologies
- Thorough knowledge of Microsoft Office products and an ability to quickly grasp new software tools
- Excellent verbal and written communication skills across a diverse range of colleagues
- Candidate must have strong analytical skills and comfort with data analysis and reporting
- 2+ years laboratory experience with broad knowledge of laboratory equipment, instrumentation and consumables
- Proficiency with Excel required and Cognos
- Service-oriented work ethic
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Digital Conversion Analyst Resume Examples & Samples
- Utilize e-commerce best practices for online sales to new and existing customers
- Provide creative input for new digital plans and promotions
- Support other digital teams with both partners and vendors
- Manage and organize all Direct Energy pricing updates and new product builds. This includes communicating with multiple teams to insure the information provided is not only on time and meets the request, but is also accurate
- Manage end-to-end order analysis, research and correction in compliance with relevant market guidelines, protocols, and state regulatory rules
- Collaborate with other departments regarding regulatory compliance and process adherence
- Identify workflow improvements in collaboration with the digital conversion team and other internal departments
- Maintain and control accurate pricing presentation on all digital platforms
- Special projects, research and ad hoc analysis as requested
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Senior Conversion Analyst Resume Examples & Samples
- Ability to demonstrate advanced knowledge of Microsoft SQL Server
- Ability to demonstrate advanced experience developing TSQL/SQL queries
- Ability to demonstrate knowledge and experience in the Legal finance sector or similar financial systems environment (prior Elite experience highly desirable)
- Prior knowledge and awareness of Elite products
- Educational requirements: Business Degree or equivalent
- Experience in field requirements: Experience in similar role with similar responsibilities
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Group Conversion Analyst Resume Examples & Samples
- Reviews requests for complex or specialized group conversions, gathers data from various computer systems, and organizes background data to support the change
- Processes all contractual changes and group conversions within terms of service level agreements
- Determines whether requested changes meet company underwriting guidelines
- Generates reports to verify change transactions have been processed correctly
- Serves as primary contact for sales agents and sales offices, and answers technical questions related to group conversions. Explains how specific change/exchange decisions were reached
- Corresponds with sales agents, external insurance carriers, and other departments regarding pending cases
- Acts in lead capacity by providing direction on workflow and procedures; monitors work of other associates and provides back-up coverage
- 2-4 yrs. relevant business experience preferred
- Strong knowledge of insurance products and applicable policies, procedures, and guidelines preferred
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Conversion Analyst Resume Examples & Samples
- Ability to demonstrate intermediate knowledge of Microsoft SQL Server
- Ability to demonstrate experience in developing TSQL/SQL queries
- Can consistently and successfully demonstrate, (with minimal supervision)
- Knowledge and awareness of Elite products
- Prior exposure to Elite products
- On the Job educational requirements: Experience with data conversion deliverables and strong understanding of data conversion work processes to enable sound planning and timetabling of the work
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Product Conversion Analyst Resume Examples & Samples
- Program maintenance including flagging items for conversion, data quality checking, and production of program performance metrics
- Provide analytical support to Product Category Managers to deliver supplier value through targeted product conversion
- Provide support for the Sales Team in use of the tool, production of customer savings reports and sales team led conversion programs
- Develop data to support customer direct customer email program and measure results
- 2+ years experience working with large amounts of data
- 2+ years experience analyzing information, measuring key performance indicators
- 2+ years experience developing KPIs, dashboards, reports
- SQL, Microsoft Business Applications to include: Access, Excel and PowerPoint
- Knowledge of company products
- Technical/Process background
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Senior Conversion Analyst Resume Examples & Samples
- Ability to effectively prioritize caseloads and meet deadlines
- Strong analytical, problem-solving, problem identification skills
- Solid organizational/time management skills
- � Strong PC skills (Excel, Word and other spreadsheet applications
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Conversion Analyst Resume Examples & Samples
- Request and review reports to confirm location or receipt of loan files (collateral files, origination files, servicing files) and/or specific loan documents (assignments, recorded mortgages, title policies) and/or imaged documents associated with loan conversions. Run queries to compare the data to the servicing system or other sources. Analyze results. Identify discrepancies (extra or missing files/documents). Complete research as necessary. Provide summary and detail reports to show results. Prepare and submit update files to servicing system. Prepare and submit update files to vendors
- Prepare and submit Batch Inquiry Files to MERS. Run queries to compare the data to the servicing system or other sources. Analyze results. Identify discrepancies. Complete research as necessary. Provide summary and detail reports to show results. Prepare and submit update files to servicing system
- Request and review MERS TOS/TOB batch reports. Run queries to compare the data to the servicing system or other sources. Analyze results. Identify discrepancies (extra or missing records). Complete research as necessary. Provide summary and detail reports to show results. Accept batches in MERS. Prepare and submit update files to servicing system
- Prepare and generate MERS TOS/TOB batch files
- Schedule and prioritize tasks and responsibilities to meet the changing needs of the business
- Adhere to stringent time lines 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
- Manage assigned projects in a timely manner, ensuring accuracy and deliverables are met
- Provide ad-hoc analysis and reporting as necessary
- Prepare and submit batch update files to servicing system or vendors as necessary
- Distribute reports to various groups as necessary
- 3+ years of MIS or data analysis experience
- 3+ years of mortgage loan servicing experience
- Previous experience in a Document or Records Management area preferred
- Experience with Microsoft Access or SQL or a similar database tool
- Strong computer skills (MS Project, Word, Excel, PowerPoint, Lotus Notes)
- Ability to work in a fast-paced, stressful environment
- Ability to achieve deadlines and deliverables
- Self-directed, energetic and quality focused
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Interface & Conversion Analyst Resume Examples & Samples
- Serves as the point person for assigned interfaces with the following responsibilities: coordinates analysis calls; maintains business requirements documentation; determines impact to interface; documents configuration and build changes needed; escalates issues or roadblocks encountered during analysis; performs configuration / build changes; coordinates or assists in all testing/validation of the interface and conversion; and assists with troubleshooting during testing and validation
- Develops interface specifications and update the masterfile records through chronicles
- Updates and maintains interface translation tables
- Sets up identity type (IIT) records to support unique recognition of various masterfile records among multiple systems
- Work with project manager to maintain a detailed issues list to be reviewed periodically with vendor (Epic and legacy system vendors) and the various teams
- Runs error code frequency reports for multiple EPIC interfaces; investigate and analyze the errors, causes of failure,
- Participates in resolving the failed messages and resubmit the messages before signoff
- Updates multiple masterfile records through an established chronicles import process. Follows change control management per established processes
- Creates mapping documents (categories, tables, etc) for HL7 fields and sub-fields by collecting Epic system values and values from the other systems to serve as a central reference for doing mapping among the various systems
- Sets up ID types for different masterfile records. Ensure data confirms to the rules of the id type record for integrity; ensure data from end users is unique and confirms to the id type definition
- Education: BS or BA degree in IS or related business field preferred; or demonstrated, commensurate and directly applicable work experience
- Experience: 3+ years of technical experience with Epic interface and legacy data migration / conversion highly desirable. Knowledge of hospital, clinic and Pharmacy operations
