Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:

Strategic and diligent finance professional with broad experience in project management, process automation, data analysis and reporting. Enthusiastic and result oriented, highly skilled at increasing work process efficiency and profitability through functional and technical analysis. Thrive in a fast-paced environment. Excellent technical, management and team building skills.

  • Project Management (Agile and SDLC)
  • Process development
  • Technology architecture analysis
  • User acceptance testing
  • Budget Analysis
  • Forecasting and planning
  • Data collection and mining
  • Microsoft Office Suite
  • Extensive knowledge and training in Excel VBA Developer
  • Reporting building and development
  • Securities Lending
  • SWIFT knowledgeable
  • Training materials
  • Staff training and development
  • Business process improvement
  • Cost-benefit analysis
Senior Business Analyst, 12/2010 to Current
UnisysOrlando, FL,
  • Developed, updated and optimized business intelligence resources for cost analysis
  • Maintained library of templates and reusable knowledge assets to facilitate business intelligence activities.
  • Tested validity, accuracy and consistency of new and existing intelligence data.
  • Developed new analytical tools to improve essential business metrics visibility.
  • Identified bottlenecks in processes and implemented new and improved procedures and policies to ease friction and improve efficiency cost analysis
  • Manipulated data using pivot tables, pivot charts and macros in Excel.
  • Analyzed businesses to determine financial impact of potential investments to support risk assessment.
Business Conversion Analyst, 10/1999 to 01/2020
Amgen Inc.Chicago, IL,
  • Developed and managed project plans while providing status updates to management.
  • Liaised with key stakeholders to obtain details on project scope, component requirements and duration restrictions.
  • Managed full project lifecycles beginning at inception and ending with customer-facing deployments.
  • Strengthened customer relationships and enhanced loyalty by devising personalized experience plans.
Business Implementation Manager Securities Lending, 10/2008 to 12/2010
Charles RiverVoluntown, CT,
  • Managed projects and served as primary liaison between client and multiple internal groups to clarify goals and meet quality standards and deadlines.
  • Streamlined operational efficiencies, gathering requirements to facilitate on-time, under-budget business transitions.
  • Assessed project risks and devised mitigation actions encompassing close attention to contracts and service level agreements by subcontractors and vendors, external dependencies and potential roadblocks.
  • Outlined work plans, assessed resources and determined timelines for projects.
  • Delivered technical projects to achieve client business requirements.
  • Directed schedule of weekly projects and anticipated timelines for milestones and completion dates.
Information Technology Business Analyst, 01/2006 to 10/2008
Fortress InvestmentLos Angeles, CA,
  • Researched and analyzed technology developments, ascertaining results to evaluate technical designs.
  • Conducted project reviews based on organizational principles, policies and practices.
  • Troubleshot and resolved problems with programs and systems.
  • Offered decision-makers ROI and cost-benefit projections to guide project development and implementation.
  • Coordinated installation of updated computer programs and systems.
  • Trained end-users in best practices to minimize errors and protect key data.
  • Integrated new technologies to meet area requirements.
  • Expanded systems with new features and structural components.
  • Updated project plans based on changing objectives, specifications and staff availability.
Client Account Manager, 12/1996 to 10/1999
Brown Brothers Harriman & CompanyCity, STATE,
  • Identified client-specific needs and maintained expert-level knowledge of account intricacies.
  • Applied account feedback to identify service deficiencies and develop solutions.
  • Cultivated strong and trusting rapport with client contacts to promote retention and satisfaction.
  • Investigated opportunities for process improvements to streamline operations, reduce costs and increase client satisfaction.
  • Conducted calls and meetings with key contacts to coordinate strategic planning and address issues.
Portfolio Accountant, 05/1995 to 12/1996
State StreetCity, STATE,
  • Analyzed fund requests and managed fund distributions.
  • Prepared audit-related materials, performing numbers reconciliation alongside auditors.
  • Liaised with Portfolio Managers to reconcile fund discrepancies.
  • Monitored investments, including reviewing receipts and other shareholder materials for discrepancies.
  • Managed daily Net Asset Value reporting for series of client funds
Education and Training
Bachelor of Science: Finance, Expected in 1995
University Of Massachusetts - Dartmouth, MA,
Activities and Honors
  • Member of ISITC Standards group
  • Member, Alumni Association
  • Member, Small Business Association (2008 - present)

Co-Chair of the ISITC Payments Working group from July 2008 through December 2011

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School Attended

  • University Of Massachusetts

Job Titles Held:

  • Senior Business Analyst
  • Business Conversion Analyst
  • Business Implementation Manager Securities Lending
  • Information Technology Business Analyst
  • Client Account Manager
  • Portfolio Accountant


  • Bachelor of Science

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