Aaron Woods
Minneapolis,MN
Summary
Results-oriented self-starter with a proven record of delivering business efficiencies and stakeholder satisfaction. With 15 plus years of working and consulting for both small to mid-sized companies and leading national financial firms, I have gained valuable product ownership, project management, and business analysis experience. I have developed an excellent business skill set that is transferable to a variety of industries. With a record of sound business judgment and a proactive approach, I take ownership of my work and am driven to help businesses through creative problem-solving and excellent communication skills. Experience driving outcomes across all areas of an implementation - from business process/requirements through change management and product lifecycle development. My interest is to build on my experience/formal certifications in agile, to drive results.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Manager
Stay At Home Dad
Maple Grove, MN
09.2023 - Current
- Stay at home parent handling a myriad of responsibilities and projects
Associate Manager: Project Management and Business Analysis
SS&C Technologies
01.2017 - 08.2023
- Drove end-to-end implementation of monthly system releases and several larger strategic initiatives to enhance the features and functionality across SS&C's trading platform, client/ investor portal, and inter-related downstream systems such as our wiring/payments system
- Ensured system stability playing a key role in testing initiatives from creating test plans, defining regression suite, coordinating testing, etc
- Partnered with systems support teams to ensure clients receive prompt resolution of any technical/ system issues
Product Analyst & Business Process Consultant
Wells Fargo
08.2015 - 01.2017
- Managed the product roadmap/backlog for our client/investor SaaS solution called 'Fund View'; leveraged client/CRM feedback, consulted with multiple functional teams, IT, and sales resources to guide the roadmap regarding the prioritization of key new features
- Provided input during quarterly delivery cycles led to the implementation of many enhancements across multiple versions of the client portal which reflect various client service tiers
- Worked all stages through deployment and training
- Worked with the web designers and the developers to help design and build the site which involved - extensive UI and UX work
- - Worked with hedge fund and Private Equity clients, sales, and other internal teams to define user stories
- - Led requirements technical gathering/writing, testing, implementation, and training for our SaaS product with 24/7 user access for both internal users and external hedge fund and private equity fund clients
- Collaborated directly with developers to ensure technical requirements met business needs
- Designed and performed User Acceptance Testing (UAT) for various web based and database related applications
- Defined requirements, and documented use cases for API integration between the client portal and the backend
- Continual improvements enabled clients to see trend analysis across key performance indicators, streamline client requests and communication, and drive increases in user interaction
- The continual enrichment of the portal aided in contributing to the sale of our fund administration services and growing our portfolio of 130+ clients; up from 80 within 2 years
Business Analyst - Foreign Account Tax Compliance Act (FATCA) remediation
Wells Fargo
08.2014 - 08.2015
- Owned project to reconcile 17k+ investor accounts for FATCA for large financial services clients partnering with internal auditors, senior leadership and technical teams
- Involved in data mapping of EDI Transactions, creating workflow and activity and use case diagrams
- Created validation documentations for the process
Trading Operations Associate
Ameriprise Financial
01.2010 - 01.2014
- Served as a subject matter expert for multiple mutual fund operations processes
- Functioned as a business analyst and change management expert/coach throughout an intra-company transition to a new mutual fund accounting and trading platform
- Wrote process flows, developed the functional requirements, coordinated the development, and conducted testing for a semi-automated large-denomination trade audit database which resulted in $100k+ of monthly savings across multiple lines of business
Education
Bachelor of Arts - Economics
University of Minnesota
Twin CitiesBachelor of Arts - Philosophy
University of Minnesota
Twin CitiesSkills
- Product Vision and Strategy
- Product Roadmaps
- Project Management
- Product Ownership
- Agile
- Waterfall
- Business Analysis
- Process Modeling/Analysis
- Data Mapping/Normalization
- GUI/UX Wireframing and Design
- Functional Requirements
- Change Management
- Data Mining, Analysis, ETL
- Experience in SaaS, RWD, BI, and CRM systems
- Business Case Development
- Stakeholder Management
- KPI Tracking
- User experience optimization
- Product Lifecycle Management
- MS Office applications
- JIRA
- Qlik
- Power BI
Certification
- Product Owner Certification, Scrum Alliance
- Scrum Master Certification, Scrum Alliance
Timeline
Manager
Stay At Home Dad
09.2023 - Current
Associate Manager: Project Management and Business Analysis
SS&C Technologies
01.2017 - 08.2023
Product Analyst & Business Process Consultant
Wells Fargo
08.2015 - 01.2017
Business Analyst - Foreign Account Tax Compliance Act (FATCA) remediation
Wells Fargo
08.2014 - 08.2015
Trading Operations Associate
Ameriprise Financial
01.2010 - 01.2014
Bachelor of Arts - Economics
University of Minnesota
Bachelor of Arts - Philosophy
University of Minnesota