Seasoned detail-oriented and analytical Business Analyst offering 5 years of industry success across the insurance and investment management industries. Expert on business and systems requirements, user acceptance testing and end-user training. Accomplished at leveraging past lessons to inform future decision-making.
Project Title: Fidelity Adviser Solutions 2023 Version
Role: Business Analyst
Description: Project to enhance transfer instruction tracking on the platform to allow advisers to self serve better
Impact of the project: Better system integration with the transfer platforms. Resulted in reduced repeat callers as advisers could now get their updates from the platform instead of calling in. Improved service levels within the customer service team.