Professional Summary
Overview
Work History
Education
Skills
Certification
Timeline

Susan Paulsen

Ameriprise Financial
Minneapolis,MN
1
Certification
28
Years of experience

Customer service oriented professional with ability in balancing accounts and spreadsheets. Logical and a strong problem solver. Strong work ethic, dependable, loyal and patient.

Work History

BSA Competency Center

2 Years
Ameriprise Financial | 07.2006 - 07.2008

I worked on projects for the insurance area. Led daily system testing meetings, managed system testing PTR process, analyzed root cause of issues, prepared test cases and entered data for system testing, supported UAT through requesting batch cycles and participated in root cause analysis of issues. Prepared test scripts and tested through the Mercury QTP tool for testing large quantities of data.

SME/BSA

3 Years
Ameriprise Financial | 07.2003 - 07.2006

I have worked testing online and batch for the following job streams: Scheduled Disbursements, Bank Authorizations, Group Bills, Order Tickets, Unscheduled Disbursements and Unscheduled Collections. I have worked on the following projects: Spin Off TSA, TSA2, GMWB/GMAB/PN and various others.

BSA - Investment Model Office

10 Years
Ameriprise Financial | 07.1993 - 07.2003

(1993-1995) BSA in the Investment Model Office. Supported the pricing function and the model office hotline. Supported various pricing projects and maintenance request. (1995-2003) Programming. Participated in the company training that included training for: PACBASE, CICS, COBOL, JCL. Worked on various projects and maintenance requests for the IMAS system. Both COBOL and PACBASE. Most recently the Pricing project. I took JAVA at Hennepin technical college in 2001.

Tax Accountant

6 Years 10 Months
Ameriprise Financial | 09.1986 - 07.1993

Corporate Tax Department. (1986-1988) Life insurance area. Prepared corporate state and premium tax returns. Contributed to the group preparation of the life federal income tax returns. Prepared deferred tax inventory for the life return. (1988-1993) Non-Life area. Prepared corporate state and unitary tax returns. Prepared corporate consolidated federal tax return. LAN administrator for the LAN on our floor which included various areas: Tax Department, Treasury, General Accounting and others.

Accountant

Worked in Two Small to Medium Size Public Accounting Firms. | 1981 - 1986

Education

Bachelor of Science - Accounting

St. Cloud State University | St. Cloud, MN

- General Studies

Northwestern College | MN

Skills

Friendly
positive attitude
Teamwork and collaboration
Customer service
Problem-solving

Certification

CPA Certificate 1984 (Inactive)

Timeline

BSA Competency Center

Ameriprise Financial
07.2006 - 07.2008Read More

SME/BSA

Ameriprise Financial
07.2003 - 07.2006Read More

BSA - Investment Model Office

Ameriprise Financial
07.1993 - 07.2003Read More

Tax Accountant

Ameriprise Financial
09.1986 - 07.1993Read More

Accountant

Worked in Two Small to Medium Size Public Accounting Firms.
1981 - 1986Read More

St. Cloud State University

Bachelor of Science from Accounting
Read More

Northwestern College

from General Studies
Read More
Susan Paulsen