neal bachman

* Collaborates with Platform Manager and Project Manager on all phases of small to medium projects. * Lead the documentation and implementation of business requirements for multiple work streams. * Own the development of test plans and test execution. * Collaborates with Platform Manager and Project Manager to identify analysis-related tasks. * Liaison between technology and business partners. * Partner with business owners to analyze end-to-end processes and determine solutions for process improvements and tool upgrades. * Collaborate with Implementation and Operations Managers to define metrics, reporting, SLA’s and other data. * Owns business AQMS documentation in conjunction with the Project Manager.

* Responsible for updating and servicing client accounts on issues related to equities and mutual funds. * Mentored and trained new employees. * Assisted team leader in the hiring process of new employees. * Owned annual system testing for current tax reporting platform. * Created market analysis information for the team which assists daily workloads. * Partnered with service deliver on escalated tax issues. * Analyzed and resolved clients cost basis issues

* Promoted to lead a team of eight associates that support tax reporting functionality for both Ameriprise’s 2 million and H&R Block’s 600,000 brokerage accounts. * Provide business and mapping requirements for the upcoming conversion of Ameriprise client account information to new tax reporting platform. * Analyze and implemented process improvements to meet the diverse tax reporting needs of our clients. * Train service associates through documentation, in class training, and one-on-one mentoring around the new tax reporting platform. * Analyzed and developed business requirements to the upgraded version of the H&R Block tax reporting platform. * Supported initiative to upload tax adjustments to mutual funds provided by external tax vendor. * Perform yearly system testing for all tax reporting platforms to ensure accurate calculation. * Communicated with various product and business partners as to the implications of the new federal government tax reporting requirements.

* Project Manager for new marketing website applications. * Responsible for developing platform roadmaps and release strategies with internal marketing partners. * Drive user experience requirements in system design and configuration. * Proactively identify system gaps and offer solutions. * Primary Business Analyst for all projects impacting marketing operations. * Coordinate system testing for all releases with key stakeholders. * Responsible for obtaining advisor feedback to drive system usability. * Drive requirements, estimates, and release timing of all website issues. * Own entire business implementation process, providing training and communications internally and to field users. * Drive key decisions to resolution to ensure timely system and software implementation