Jill Moore Email & Phone Number

Appleton-Oshkosh-Neenah Area

Support Duck Creek Insights and other tools supported by vendorsTranslate business requirements into technical specificationsAnalyze data to identify patterns and solutions to root causes of problemsPartnering with IT and business partners to drive business value and continuous improvementBalance multiple deadlines and prioritize key deliverablesSolve technical problems and recommend solutionsWork with business and software developers to identify and resolve issuesSupport testing and facilitate communication to stakeholdersSupport software deployment activities

Appleton, Wi

Translate business requirements into technical specificationsAnalyze data to identify patterns and solutions to root causes of problemsPartnering with IT and business partners to drive business value and continuous improvementDesign solutions using pre-existing and new technologiesBalance multiple deadlines and prioritize key deliverablesSolve technical problems and recommend solutionsWork with business and software developers to identify and resolve issuesSupport testing and facilitate communication to stakeholdersPrepare end-use documentation and participate in trainingSupport software deployment activities

Appleton, Wi

-Implements, modifies, tests and administers complex systems applications-Lead larger or departmental systems projects, act as a liaison between IT , vendors and end-users to support business needs through systems improvements and represents the user area in all system enhancement and design activities. -Assist in defining, developing, and providing information and analysis to drive and support decision-making for complex processes and business operations for internal and external customers-Provide work direction to less experienced analysts -Support Salesforce and other tools supported by vendors

Appleton, Wi

-Implements, modifies, tests and administers complex systems applications-Lead larger or departmental systems projects, act as a liaison between IT and end-users to support business needs through systems improvements and represents the user area in all system enhancement and design activities. -Assist in defining, developing, and providing information and analysis to drive and support decision-making for complex processes and business operations for internal and external customers-Provide work direction to less experienced analysts

Appleton, Wi

-Prepared, recorded, and analyzed account activity for multiple investment portfolios and mutual funds. -Prepared daily cash activity for Portfolio Managers, researched Corporate Actions, and verified daily interest, dividend, and expense accruals. -Calculated net asset value/unit value daily to ensure no discrepancies. -Prepared monthly reconciliation workpapers.

Appleton, Wi

-Processed good form review for 529 College Savings Plans-Provided assistance to Financial Representatives with mutual fund transactions and questions -Assisted Manager with written communications and drafted letters-Researched problems with member’s accounts and provided members with options to rectify errors. -Reviewed Power of Attorney documents for powers granted. -Updated departmental policies and procedures. -Served as Consultant for Continuous Improvement Team and provided team members with guidance on implementing continuous improvement service delivery ideas.

Appleton, Wi

-Serviced internal and external customers; trained and worked on fixed annuities, settlement options, and mutual funds-Performed withdrawals and redemptions and assisted both members and field associates with product specific questions and specific account problems. -Participated on Continuous Improvement Team.