Kristin Reese
Black Creek,WI
Summary
Business Systems Analyst with 15+ years of experience designing workflows, building system logic, leading cross-functional initiatives, and improving enterprise processes. Strong foundation in accounting, auditing, and financial analysis with a proven ability to optimize workflows, enhance system accuracy, and align business and IT objectives
Overview
2026
2026
years of professional experience
5
5
Certifications
Work History
Business Systems Analyst
Thrivent Financial
Appleton, WI
2021 - Current
- Created and maintained over 850 workflows within Chorus AWD, ensuring optimal routing logic and exception handling.
- Led automation initiatives, saving internal partners over 1,200 hours annually.
- Upgraded document integrations, eliminating five-hour delays in new business processing.
- Automated remittance payment processes, resulting in savings of over 600 hours annually.
- Collaborated with IT and business teams to define requirements and implement scalable enhancements.
- Designed complex workflow automations, including decision paths and distribution rules.
- Analyzed datasets across systems to identify trends for workflow optimization.
- Developed SOPs and training materials; conducted individual and team training sessions.
Process Analyst (Senior)
Thrivent Financial
Appleton, Wisconsin
2016 - 2021
- Redesigned and standardized Member Interaction Center processes to streamline workflows and reduce inefficiencies.
- Analyzed end-to-end processes to identify gaps and enhance operational controls.
- Conducted data scrubs and risk reviews to ensure compliance and detect operational issues.
- Documented business requirements by leveraging financial and accounting expertise.
- Developed standard operating procedures and led training sessions after procedural changes.
Accountant (Senior)
Thrivent Financial
Appleton, Wisconsin
2016 - 2016
- Tested over 515 controls for 30+ business partners, identifying gaps in internal controls.
- Ensured compliance with Model Audit Rule and all regulatory requirements.
- Supported implementation of updated GAAP and Statutory accounting standards.
- Introduced process improvements that minimized audit errors.
Suitability Principal
Thrivent Financial
Appleton, Wisconsin
2015 - 2016
- Conducted suitability reviews for annuities, mutual funds, and insurance products.
- Identified inefficiencies in suitability workflows and implemented targeted improvements.
- Facilitated project and resource meetings to support implementation initiatives.
Investment Associate
BMO Harris Bank
Ripon, Wisconsin
2013 - 2015
- Analyzed client financials to support strategic investment recommendations.
- Reviewed income statements, cash flows, and portfolio details for accuracy and compliance.
- Ensured adherence to regulatory and internal standards through thorough assessments.
Personal Banker
BMO Harris Bank
Appleton, Wisconsin
2010 - 2013
- Analyzed client performance reports to enhance acquisition strategies and deliver strong experiences.
- Managed client acquisition strategies, fostering robust customer relationships.
- Supported branding initiatives to expand outreach and deepen client connections.
Education
MBA - Accounting
University of Phoenix
01-2015
Bachelor of Science - Accounting
University of Phoenix
01-2013
Skills
- Systems and data analysis
- Workflow automation and optimization
- Requirements gathering and user needs
- Cross-functional collaboration
- Test planning and execution
- Operational efficiency strategies
- Six Sigma methodologies
- End-user support
- User acceptance testing
- Software and hardware updates
Certification
Series 7
Timeline
Business Systems Analyst
Thrivent Financial
2021 - Current
Process Analyst (Senior)
Thrivent Financial
2016 - 2021
Accountant (Senior)
Thrivent Financial
2016 - 2016
Suitability Principal
Thrivent Financial
2015 - 2016
Investment Associate
BMO Harris Bank
2013 - 2015
Personal Banker
BMO Harris Bank
2010 - 2013
MBA - Accounting
University of Phoenix
Bachelor of Science - Accounting
University of Phoenix