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Retired - Not open to any opportunities. Seasoned Sr. Business Systems Analyst experienced in the Financial and Insurance industries. Specialize in working with clients to elicit & translate business goals & objectives into project requirements & functional specifications. Excel in facilitating projects across functional departments through systems development life cycle. Engage in all aspects of Project Management: estimate project plans, prioritize tasks, assign resources, track deliverables, and provide support documentation. Skilled in managing Quality Assurance testing, coordinating test strategies, creating test plans and managing defect resolution in vendor tool. Expert analyst experienced troubleshooting complex problems and recommending strategic, forward thinking solutions.Specialties: Extremely organized with keen attention to detail, excellent listening and interpersonal skills, excellent oral and written communication skills, positive attitude with strong customer service orientation, balances multiples priorities with targeted focus, independent self-starter who needs minimal supervision, team player in collaborative environment, manages vendor relationships and client expectations, thrives in fast paced and deadline oriented, outstanding work ethic.
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Sr. Business AnalystInvesco Us Jul 2012 - Dec 2019Supporting Financial Systems and Reporting. -
Sr. Business Systems AnalystMatrix Resources Mar 2012 - Jun 2012Greater Atlanta Area -
Executive AssistantIem Sep 2009 - Apr 2012Support the Vice-President of International Homeland Security and Disaster Management. Manage the executive's Outlook calendar and contacts proactively; keep executive on time and on track. Schedule appointments, meetings, conference calls and detailed travel itineraries for executive with 60% travel schedule. Create domestic and international travel itineraries using American Express Axiom software. •Assist with annual creation of conference and sector budgets. •Coordinate attendance of 20 annual conferences for executive’s sector, several requiring exhibit space. •Manage coordination of marketing materials, booth display, and giveaways for exhibited conferences.•Manage and submit business and expense reimbursement requests, purchase orders, and invoices.•Review and respond to emails and voicemails in a friendly and timely manner.•Create weekly reports with data exported from Sharepoint into Excel.•Maintain sector’s annual memberships in various organizations and associations.•Manage IEM’s procedure for acquiring international business visas company-wide.•Create all India travel itineraries for the CEO including calendar management during travel.•Attend select conferences to represent IEM at exhibit space and build client relationships.•Direct interaction with senior executives and their executive assistants.•Responsible for Atlanta site facility administration. -
Systems AnalystMerrill Lynch Jul 2005 - Dec 2008Supported award-winning defined contribution participant and plan sponsor Web sites. Performed business analysis, quality assurance testing, and project management of all maintenance and development of new product enhancements. Used exceptional organizational and team building skills to facilitate work sessions. Gathered business requirements and implemented projects plans for all online initiatives. •Experienced with all systems and processes used in the management of 401(k) plans and assets including recordkeeping, participant and employer contributions, deferrals, withdrawals, loans, mutual funds, client services, and statement processing. •Produced clear and concise project documentation, organized team meetings, meeting agendas, meeting minutes, and status reports to senior management and project stakeholders.•Managed vendor relationships including vendor selection, contract review, and statement of work orders, invoice review, and expense management.•Created and maintained project plans in MS Project.•Supported Sales, Marketing, and Investment Support by producing ad-hoc Excel and MS SQL reports. -
Systems AnalystInvesco Jun 2000 - Jul 2005Supported award-winning defined contribution participant and plan sponsor Web sites.• Led the analysis and integration of an $80K Guidance project into an existing website providing over 60 plans with the option to receive asset level recommendations on their account balances.• Led the analysis and integration of a $1M Advice project into an existing website providing 30 plans with fund level recommendations on their account balances.• Managed vendor relationships including vendor selection, contract review, statement of work orders, management of expenses, systems development, testing and QA.• Generated ad-hoc SQL reports of VRU and Web statistics for 600K-2M participants across 200-600 plans. -
ConsultantSouthern Company Jun 1998 - Jun 2000Supported a mainframe based Accounting, Materials and Procurement System on a year 2000 project.•Performed business analysis, functional design, and detail specifications.•Programmed, tested, and implemented program changes using COBOL.•Created test data and test procedures for all programs that were modified. •Coordinated weekly production migrations with Project Leaders and DBA’s. -
Team LeaderMetlife Feb 1986 - Jun 1998Supported a mainframe based Financial Reporting System and a Pension System.•Supervised 5 application developers on two mainframe systems.•Responded to all programming and analysis requests using COBOL.•Wrote functional requirements and technical specifications. •Coordinated the relocation of the Pensions applications department from NYC to Atlanta. •Recruited, interviewed and trained new employees hired for the Atlanta office.
Caryn Klein Skills
Caryn Klein Education Details
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Marketing -
The Chubb InstituteProgramming Certificate
Frequently Asked Questions about Caryn Klein
What is Caryn Klein's role at the current company?
Caryn Klein's current role is Retired.
What is Caryn Klein's email address?
Caryn Klein's email address is ca****@****sco.com
What is Caryn Klein's direct phone number?
Caryn Klein's direct phone number is (404) 892*****
What schools did Caryn Klein attend?
Caryn Klein attended Southern New Hampshire University, The Chubb Institute.
What skills is Caryn Klein known for?
Caryn Klein has skills like Business Analysis, Program Management, Sdlc, Analysis, Management, Project Management, Sharepoint, Integration, Crm, Ms Project, Process Improvement, Leadership.
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