Peter Nelson
Summary
Experienced in managing software development projects, collaborating with cross-functional teams, and ensuring alignment with business goals. Skilled in vendor management, data analysis using SQL and mentoring teams to optimize performance and improve client experiences.
Overview
10
10
years of professional experience
Work History
Business Analyst II
Robert W. Baird
03.2021 - Current
- Collaborate with cross-functional teams to gather and document business requirements for software development projects, ensuring alignment with organizational goals and objectives.
- Manage relationships with client facing teams, business partners and legal partners to ensure seamless software roll outs and promote positive client experiences.
- Manage vendor relationships with eight vendors that support customer facing web portal.
- Lead technical refinement sessions with development team, schedule/coordinate projects and prioritize refined backlog in Microsoft DevOps.
- Work with sensitive data sets (ex. Passwords, SSN/TIN, Account Numbers) and work with development teams that we follow best practices to ensure data is encrypted and stored securely.
- Mentor client facing representatives to ensure in-depth systems knowledge, seamless issue routing and excellent client experiences.
- Create and update repository of video and written SOP's on internal processes and new features for client facing representatives.
- Encourage team to focus on high leverage activities and remove unproductive ceremonies from daily schedules leading to team exceeding output of comparable teams with 60% of the staffing.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
Data and Application Analyst
Partners Group
11.2019 - 03.2021
- Wrote complex SQL queries to ensure data integrity via automated alerting framework.
- Actively monitored daily data pushes to centralized database and troubleshot integration failures.
- Worked as administrator for firm's CRM system, i.e. reviewed access requests, troubleshot technical issues and performed knowledge transfers with users.
- Elicited requirements for enhancements and prioritized requests as part of CRM steering committee.
- Developed ad hoc reports for users that are unable to view related pieces in centralized source.
Business Analyst I
Robert W. Baird
05.2016 - 11.2019
- Worked with Senior Leaders to onboard largest acquisition in firm history ~40% of firm's size.
- Wrote SQL queries to assess system behavior and opportunities for system enhancements.
- Worked with business partners to collect business needs and development teams to define technical possibilities.
- Led Agile ceremonies to ensure a continuously improving team.
- Managed backlog in CA Rally and team status reports to leadership.
Technical Advisor
Apple
06.2015 - 05.2016
- Answered customer calls and solved problem for iOS, Mac OS and watchOS on daily basis.
- Documented customer interaction in CRM system daily to ensure seamless future experiences.
- Leveraged knowledge of organizational support structure daily to route calls to areas of expertise.
- Continuously identified opportunities with manager to improve customer experience.
Education
Bachelor of Business Administration - Information Technology Management
University of Wisconsin-Milwaukee
Skills
- SQL and Databases
- Stakeholder Management
- Roadmap Planning
- Agile
- Microsoft DevOps
- Relationship Management
- Troubleshooting
- ServiceNow
- Microsoft Visio
- CA Rally
- Verbal communication
- Written communication
- Teamwork and collaboration
Software
SQL Server Management Studio
Microsoft Devops
CA Rally
Loom
Visio
Timeline
Business Analyst II
Robert W. Baird
03.2021 - Current
Data and Application Analyst
Partners Group
11.2019 - 03.2021
Business Analyst I
Robert W. Baird
05.2016 - 11.2019
Technical Advisor
Apple
06.2015 - 05.2016
Bachelor of Business Administration - Information Technology Management
University of Wisconsin-Milwaukee
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