Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst

Arianna Baughman

Denver,Colorado

Summary

Business Analyst successful at responding to shifting business needs and priorities. Well-versed in operational assessment strategies and functional analysis methodologies for businesses of different sizes. Specialist on business and systems requirements, user acceptance testing and end-user training. Quantitative expert with comprehensive approach to analytical projects, business reporting and process improvements.

Overview

2
2
years of professional experience

Work History

Business Analyst

Colten Mortgage
Greenwood Village, Colorado
02.2021 - Current
  • Supported leadership team with reporting, analysis and business presentations to inform divisional strategies.
  • Performed statistical analyses to gather data for operational and forecast company needs.
  • Oversaw entire CRM product deployments from vision and creation to rollout and delivery.
  • Wrote engaging and successful marketing, advertising and website copy.
  • Conducted interviews with participants to assess eligibility.
  • Mentored and guided team of 18 to foster proper completion of assigned duties.
  • Created consistent structural input format to maintain site continuity by authoring and implementing best-practices for designers and content providers.

Financial Advisor

McAdam Financial
Philadelphia, PA
05.2020 - 05.2021
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Exceeded 2-year advisory program requirements in 2 months.
  • Active Licenses: Uniform Investment Advisor Law Examination; Life, Accident and Health

Education

Bachelor of Arts - Economics, Political Science

Bucknell University
Lewisburg, PA
05.2020

Skills

  • Predictive Modeling
  • Strategic Planning
  • Operations Management
  • Data Mapping
  • HTML and CSS
  • Power BI
  • Test Case Scenarios

Timeline

Business Analyst

Colten Mortgage
02.2021 - Current

Financial Advisor

McAdam Financial
05.2020 - 05.2021

Bachelor of Arts - Economics, Political Science

Bucknell University

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