LiveCareer-Resume

computer analyst consultant resume example with 13+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Summary
Documented sales success and ability to positively influence customers. Self - motivated and results driven sales professional, committed to the highest levels of integrity. Well regarded for interpersonal, written, and oral communications while directing and coordinating sales activities at the same time as developing a constructive relationship with each. Successful training of employees engaged in sales, inventory-taking, reconciling cash receipts, or any other additional services for our clients. Attended promotional events for companies and used my outgoing personality to promote and/or sell company products while developing relationships to potential clients.
Education
, Expected in 2014 Health & Life Insurance License in Kansas Renewed every 2 years since acquired : - GPA :
Emporia State University Emporia, KS Expected in May 2009 Bachelor of Science : Business Marketing - GPA :
, Expected in thru 2021 : - GPA :
Highlights
  • Microsoft Office applications such as Word, Excel, PowerPoint, & Outlook.
  • ACA, Shell
  • Accounting, Structured
  • Agency, Tables
  • Benefits, Phones
  • Billing, Type
  • Credit, View
  • CRM
  • Clients
  • Documentation
  • Features
  • Financial
  • Fixed income
  • Funds
  • Graphs
  • HRIS
  • HR
  • Insurance
  • Marketing
  • Market
  • Materials
  • Mentor
  • Excel
  • Exchange
  • Microsoft Office applications
  • Office
  • Outlook
  • PowerPoint
  • Word
  • Networking
  • Order office
  • Ssupplies
  • Oil
  • Payroll
  • Performance reviews
  • Personnel
  • QuickBooks
  • Real estate
  • Reporting
  • Sales
Experience
Beacon Roofing Supply, Inc. - Computer Analyst / Consultant
Wichita, KS, 08/2007 - Current
  • Monthly obtain and compile measurement throughput and performance data from Energy Exchange, TMS, and PI/OPSIS for the monthly Company Throughput & Loss/Gain Reports on Excel for Shell Oil Company.
  • Quarterly verify all data against most recent source documents for last 12 months.
  • Annually obtain new system performance targets & build the Throughput & Loss/Gain Reporting documentation.
  • The reports that I created were developed for all levels of company personnel, from operations through management and consisted of source documents for tables and graphs for each pipeline system and distribution terminal (the data is broken down to each product type).
  • Entered and managed all the Company Expenses/Invoices monthly on QuickBooks.
Advisors Asset Management - Assistant Vice President of Unit Investment Trusts
City, STATE, 05/2016 - 03/2017
  • Offered extensive portfolio support customized for advisors and their clients.
  • AAM offered UITs, open-and-closed ended mutual funds, separately managed accounts, structured products, and fixed income markets for clients such as Merrill Lynch, Oppenheimer, Edward Jones, Rothschild, etc.
  • Helped with setting up new portfolios in our system for clients to view.
  • I provided daily reports to Merrill Lynch on units sold and the price after the market closed.
  • Compliance Manger at our location.
Encompass HR Solutions Inc - Senior Account Manager/Consultant
City, STATE, 01/2011 - 01/2016
  • Created new sales from businesses or general public through networking, referrals, or marketing calls.
  • Utilized opportunities to cross sell other services our agency offered with our current clients while creating & maintaining excellent relationships with customers.
  • Presented the benefits that employees are eligible for in a one-on-one and/or group setting.
  • Worked with multiple carriers on billing, eligibility, and claim issues.
  • Worked with our development team on the annual set up of our HRIS platform, which consisted of hire to termination of employees such as HR information, performance reviews, benefit wizard, time clock, payroll, OSHA reporting, ACA reporting, and many more features web-based.
  • Managed all the office needs such as answering multiple phones lines, updating our CRM system daily, order office supplies, create and distribute our monthly marketing campaigns through Salesforce, and managed the owners monthly accounting on QuickBooks.
Wells Fargo Financial - Credit Manager
City, STATE, 06/2009 - 10/2010
  • Utilized referrals and company provided sales leads to sell customers a variety of financial service products which included unsecured personal loans, credit cards, real estate loans, auto loans, debt consolidation, and mortgage refinancing.
  • Set up appointments to present or sell various loan consolidation options and to sign and collect the necessary disclosure materials needed to underwrite a loan.
  • Actively solicit accounts held with current Wells Fargo customers to up-sell or cross-sell additional Wells Fargo products to increase personal sales volume.
  • Helped the Manager of the branch with training of new employees while continually performing my individual duties at superior level.
  • Achievements Rated as a Regional "Top Performer" consistently during my career with Wells Fargo.
  • Designated as a Captain for certain programs to increase store/district productivity.
  • Selected as a mentor for the mentor/mentee program.
  • Served on a specialized team composed of multi-regional top performers to create a more challenging environment and to monitor what top employees were doing to be successful.
Work History
Claire Enterprises, Inc - Computer Analyst / Consultant
El Dorado, KS 08/2007 - Current
  • Monthly obtain and compile measurement throughput and performance data from Energy Exchange, TMS, and PI/OPSIS for the monthly Company Throughput & Loss/Gain Reports on Excel for Shell Oil Company.
  • Quarterly verify all data against most recent source documents for last 12 months.
  • Annually obtain new system performance targets & build the Throughput & Loss/Gain Reporting documentation.
  • The reports that I created were developed for all levels of company personnel, from operations through management and consisted of source documents for tables and graphs for each pipeline system and distribution terminal (the data is broken down to each product type).
  • Entered and managed all the Company Expenses/Invoices monthly on QuickBooks.
Advisors Asset Management - Assistant Vice President of Unit Investment Trusts
Wichita, KS 05/2016 - 03/2017
  • Offered extensive portfolio support customized for advisors and their clients.
  • AAM offered UITs, open-and-closed ended mutual funds, separately managed accounts, structured products, and fixed income markets for clients such as Merrill Lynch, Oppenheimer, Edward Jones, Rothschild, etc.
  • Helped with setting up new portfolios in our system for clients to view.
  • I provided daily reports to Merrill Lynch on units sold and the price after the market closed.
  • Compliance Manger at our location.
Encompass HR Solutions Inc - Senior Account Manager/Consultant
Wichita, KS 01/2011 - 01/2016
  • Created new sales from businesses or general public through networking, referrals, or marketing calls.
  • Utilized opportunities to cross sell other services our agency offered with our current clients while creating & maintaining excellent relationships with customers.
  • Presented the benefits that employees are eligible for in a one-on-one and/or group setting.
  • Worked with multiple carriers on billing, eligibility, and claim issues.
  • Worked with our development team on the annual set up of our HRIS platform, which consisted of hire to termination of employees such as HR information, performance reviews, benefit wizard, time clock, payroll, OSHA reporting, ACA reporting, and many more features web-based.
  • Managed all the office needs such as answering multiple phones lines, updating our CRM system daily, order office supplies, create and distribute our monthly marketing campaigns through Salesforce, and managed the owners monthly accounting on QuickBooks.
Wells Fargo Financial - Credit Manager
Wichita, KS 06/2009 - 10/2010
  • Utilized referrals and company provided sales leads to sell customers a variety of financial service products which included unsecured personal loans, credit cards, real estate loans, auto loans, debt consolidation, and mortgage refinancing.
  • Set up appointments to present or sell various loan consolidation options and to sign and collect the necessary disclosure materials needed to underwrite a loan.
  • Actively solicit accounts held with current Wells Fargo customers to up-sell or cross-sell additional Wells Fargo products to increase personal sales volume.
  • Helped the Manager of the branch with training of new employees while continually performing my individual duties at superior level.
  • Achievements Rated as a Regional "Top Performer" consistently during my career with Wells Fargo.
  • Designated as a Captain for certain programs to increase store/district productivity.
  • Selected as a mentor for the mentor/mentee program.
  • Served on a specialized team composed of multi-regional top performers to create a more challenging environment and to monitor what top employees were doing to be successful.
Skills
  • Microsoft Office applications such as Word, Excel, PowerPoint, & Outlook.
  • ACA, accounting, agency, benefits, billing, credit, CRM, clients, documentation, features, financial, fixed income, funds, graphs, HRIS, HR, Insurance, marketing, market, materials, mentor, Excel, Exchange, Microsoft Office applications, office, Outlook, PowerPoint, Word, networking, order office
  • Ssupplies, Oil, payroll, performance reviews, personnel, QuickBooks, real estate, reporting, sales, Shell, structured, tables, phones, type, view
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    Resume Overview

    School Attended

    • Emporia State University

    Job Titles Held:

    • Computer Analyst / Consultant
    • Assistant Vice President of Unit Investment Trusts
    • Senior Account Manager/Consultant
    • Credit Manager

    Degrees

    • Health & Life Insurance License in Kansas Renewed every 2 years since acquired
    • Bachelor of Science
    • thru 2021

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