Sandy Bremseth
Baltimore,MD
Summary
Detail-oriented Business Analyst skilled in data analysis and project management methodologies. Developed process enhancements and user acceptance testing strategies that significantly improved operational efficiency and business health.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Senior Business Analyst
Voya
12.2024 - Current
- Coordinated integration of new clients and mergers into existing plans, ensuring seamless transitions that facilitated client satisfaction.
- Prepared and managed documentation for conversion specifications, effectively tracking open items and conversion status to support timely project delivery.
- Liaise effectively between external and internal stakeholders.
- Edit, reconcile, validate, and post both test and live conversion data onto the Omni 7.4 recordkeeping system.
- Documented process improvements and developed requirements that enhanced operational workflows.
Business Analyst II
FIS
11.2021 - 08.2024
- Gathered and analyzed data requirements to align solutions with business needs.
- Collaborated in developing solutions to address key business challenges.
- Partner with business partners to determine if solutions are people, process, or technology solutions.
- Document process flows and develop requirements for functional improvements and enhancements.
- Facilitate communication between business stakeholders and technology partners.
- Translated business needs into technical requirements to support solution implementation.
- Coordinate UAT and production deployments.
- Participated in production testing signoff.
- Developed and delivered weekly pricing reports for the business with SQL.
Data Governance Analyst, Business Analyst
T. Rowe Price
Owings Mills, USA
04.2015 - 11.2021
- Identified inefficiencies in business processes and recommended policy improvements to enhance operational effectiveness.
- Streamlined operational inefficiencies by gathering requirements, facilitating enhancements that improved workflow.
- Tracked data issues and analyzed information to identify root causes, enabling targeted remediation efforts.
- Documented process flows and developed requirements for functional improvements and enhancements.
- Developed effective organizational change management strategies adopted by key stakeholders and evangelized across all departments.
- Facilitated Scrum meetings for the team to ensure effective communication and collaboration.
Director of Operations
Morgan Stanley
Baltimore, USA
04.2014 - 04.2015
- Directed multiple teams on project management goals.
- Evaluated operational trends and adjusted strategies to align performance with objectives.
- Streamlined inefficiencies and reduced labor hours which optimized productivity and boosted profitability.
- Change Champion for Lean Six Sigma firmwide implementation.
- Reduced processing delays by 5% in 1 Quarter in the new account opening space by utilizing EMEA teams to provide Quality review support for account openings.
- Directed training initiatives to close knowledge gaps and enhance workforce performance.
- Planned daily operational strategies, including delivery routing and team workflow.
- Spearheaded departmental reinventions to enhance overall productivity.
- Implemented various initiatives across North American and European office.
Risk & Control/Analyst
T. Rowe Price
Owings Mills, USA
11.2010 - 04.2014
- Proactively identified and solved complex problems impacting operations management and business direction.
- Controlled release of proprietary and confidential information for client lists, ensuring compliance and data integrity.
- Resolved issues to protect company reputation and enhance client loyalty, leading to improved customer satisfaction.
- Acted as primary contact for retirement plan clients, addressing concerns and facilitating business maintenance and improvements.
- Assisted with collecting data and generating reports on portfolio performance.
- Provided support to more senior staff members and associates to collect and analyze data based on predefined procedures.
- Developed capabilities in data sourcing.
- Provided outstanding service to new and long-standing customers by attentiveness to concerns and developing solutions.
Senior Retirement Coordinator
T. Rowe Price
Owings Mills, USA
01.2002 - 11.2010
- Served as the main contact for retirement plan clients, helping satisfy, maintain, and improve business.
- Coordinated outsourcing process for retirement plan administration through collaboration with external vendors and internal stakeholders.
- Delivered exceptional service to new and long-standing customers by addressing concerns and implementing effective solutions.
- Safeguarded company reputation and strengthened client loyalty by diligently resolving issues and enhancing customer satisfaction.
- Proactively identified and solved complex problems impacting operations management and business direction.
- Maintained meticulous records of financial and quarterly statements to facilitate accurate reporting and analysis.
- Effectively controlled the release of proprietary and confidential information for general client lists.
- Developed capabilities in data sourcing.
Education
B.A. - Spanish and Business Administration
Towson State University
Towson, MDSkills
- Business requirements analysis
- Business strategy development
- Business process improvement
- Change management
- User acceptance testing
- Project planning
- Project management tools
- Process mapping
- Excel proficiency for data analysis
- Data documentation
- Effective presentation skills
- Written and verbal communication
Certification
- Certified Scrum Master, 12/01/19
- Certified Agile Scrum Product Owner, 01/01/22
- Certified Product Agile Scrum Owner, 01/01/03
- Yellow Belt in Lean Six Sigma methodology
References
available upon request
Languages
Spanish, Fluent (written and verbal)
Timeline
Senior Business Analyst
Voya
12.2024 - Current
Business Analyst II
FIS
11.2021 - 08.2024
Data Governance Analyst, Business Analyst
T. Rowe Price
04.2015 - 11.2021
Director of Operations
Morgan Stanley
04.2014 - 04.2015
Risk & Control/Analyst
T. Rowe Price
11.2010 - 04.2014
Senior Retirement Coordinator
T. Rowe Price
01.2002 - 11.2010
B.A. - Spanish and Business Administration
Towson State University