Mary Chase Email & Phone Number

Chicago, Il, Us

Rosemont, Il, Us

Minneapolis, Mn, Us

New York, New York, Us

Well-rounded professional with experience in projects covering the entire SDLC including: creating and documenting requirements, process flow and design, data analysis/migration, execution of system, user acceptance, and regression testing for large complex projects. Highly regarded for big picture skills and targeted learning to get to details quickly. Known as a collaborative, adaptable, organized self-starter able to analyze data, problem solve and assist teams and the business in continuous improvement.

Chicago, Il, Us

Well-rounded professional with experience in projects covering the entire SDLC including: creating and documenting requirements, process flow and design, data analysis/migration, execution of system, user acceptance, and regression testing for large complex projects. Highly regarded for big picture skills and targeted learning to get to details quickly. Known as a collaborative, adaptable, organized self-starter able to analyze data, problem solve and assist teams and the business in continuous improvement.

Chicago, Illinois, Us

New York, New York, Us

Well-rounded professional with experience in projects covering the entire SDLC including: creating and documenting requirements, process flow and design, data analysis/migration, execution of system, user acceptance, and regression testing for large complex projects. Highly regarded for big picture skills and targeted learning to get to details quickly. Known as a collaborative, adaptable, organized self-starter able to analyze data, problem solve and assist teams and the business in continuous improvement.

Minnesota, 55077, Us

Project: Automate reporting for CFTC's 204 reporting● Elicited and documented existing process for 204 reporting to provide the commodity totals to the Commodity Futures Trading Commission● Designed logical database for new tool and populated the required data● Mapped contract and inventory data from various source systems including SAP, JDE, CMIS, and AGRIS to new database● Documented the source data and created process flow, user stories and use cases.● Assisted in creation of User Interface Design for new tool● Created reports in PowerBI that provided the required data for business validation● Created business design, procedure, and support documentation

Toronto, Ontario, Ca

● RBC Advantage Program: Documented, tested, and implemented compensation changes for the new program that impacted compensation for all advisors. ● Department of Labor Fiduciary Rule:o Created requirements and implemented reporting; monitored compliance for commission vs fee and rollover activityo Ensured compliance and execution in multiple projects for the Held Away Retirement Plans which included creating new application to streamline compliance and provide a process to send Form ADV as required● ACATS Shortened Cycle Project: created high level business requirements● Prospectus Delivery Project: created requirements and identified changes to update identification of account’s requiring a prospectus● 529 Integration Project – Created requirements and design to identify the account, position, and transaction information for Held Away 529 and created requirement, design and implemented solution

Minneapolis, Mn, Us

● Department of Labor (DOL) Project - provide disclosures for Best Interest Contract Exemption (BICE) and Pension Protection Act (PPA) advice exemption o Created requirements to add disclosures to new business tool and send to existing clients o Created, executed, and managed test plan to ensure new and existing clients receive correct disclosures and systems apply the appropriate exemptions● CRM Project - convert existing CRM tool to new CRM toolo Documented existing CRM systems to identify all data points and fields ensuring all data will be migrated to new CRM tool; created data migration requirementso Created access requirements ensuring only authorized users have access to new CRM toolo Created authorization requirements ensuring user can view objects with permissionso Created integration requirements for data to populate clients and convert prospects to clients

Minneapolis, Minnesota, Us

● Capital asset accounting’s PowerPlan upgrade – implemented Tax Repairs Module● Using HP Service Manager implemented:o IT Service Request Catalog o Human resource case management system● Assisted other projects as needed; Cash Remittance Project, Sail Point Project, PAF Project, and Legal Services Matter Management - these projects included various functions of SDLC● Created the following documentation: Request for Proposal, project initiation, as-is and to-be flow and use cases, business requirements, test cases, test plans, design and training

San Francisco, California, Us

● Home Preservation Business Solutions & Integration Project – the implementation of many enhancements for SLoaD which is the decisioning tool for the Home Affordable Modification Program (HAMP) and other Loan Modification & Forbearance Programs for Federal Housing Administration (FHA)● Created business requirements and use case in collaboration with business and consultants from other legacy tools● Facilitated discussion with business units, technology teams, and downstream user to achieve alignment among tools● Reviewed historical business requirements and worked to create overall process map and current state requirements for the tool

Minneapolis, Mn, Us

Foreign Account Tax Compliance Act (FATCA) Project - the implementation of an IRS Regulation where the main objective is to identify and report U.S. ownership in foreign financial assets• Created Business and User requirements in collaboration with Price Waterhouse Coopers• Translated Requirements and IRS regulations into functional and process specifications to meet the business objectives• Created Program Governance structure and controls to ensure regulatory, process and technical vendor compliance

Minnetonka, Mn, Us

• Analyze and create requirements to enhance shopper flow, storefront design, fulfillment services, and merchandising services• Created Functional Requirement and End-to-End Process flow for new E-Commerce storefront that utilized a new solution that integrate to a third party that allows the shopper to be redirected to new portal to enter customer details, to validate rate plan eligibility, and to activate rate plan upon delivery of the device.• Analyzed current solution and documented the functionality of current shopper and documented the missing APIs for new flow• Wrote initial drafts for requirements to create Inventory and Shipping Modules.

New York, New York, Us

Consultant placed at Thomson Reuters, Ameriprise Financial, and Digital RiverFinancial Services Subject Matter Expert for Life Insurance, Annuities, Mutual Funds, and Stocks

Minneapolis, Mn, Us

Mandatory Cost Basis Project - adding functionality to provide cost basis to IRS on Ameriprise Brokerage Platforms for equities including stocks and bonds. And to provide additional functionality for corporate action processing for equities and mutual funds on Phase platform.• Provided guidance and input throughout the entire life cycle of project.• Worked with Subject Matter experts to create requirement, to create and execute test scripts and to change business processes.• Coordinated testing with two Ameriprise platforms and Wells Fargo to fully test the new functionality.

Minneapolis, Mn, Us

TAXL and Average Cost Project - conversion of brokerage cost basis data from Thomson Reuter’s Hold Cost Basis system to the TAXL system and implementation of average cost method to TAXL brokerage platform.• Created and executed the test scripts for the validation of the conversion Beta Host’s HOLD system to TAXL system.• Reviewed and tested the implication to the Beta Link system and gave recommendations on the setting required to fulfill the same objectives as the Legacy system.• Co-coordinated and set up the data for the testing of Ameriprise’ downstream systems.

Minneapolis, Mn, Us

ITASCA Project includes the development and implementation of Admin Server, a new platform for Annuity Products.• Entered and tested complete life cycle of policy from Submission to Surrender• Created and executed test scripts for base functionality and commissions• Created defects through Quality Center and assisted corrections through SWAT teams• Reviewed requirements to ensure requirements were covered by test cases

Toronto, On, Ca

Project: Telephony and IVR conversion from an Avaya platform to a Cisco platform. • Oversaw the test schedule and test execution for integration and user acceptance teams. • Created test cases for the Interactive Voice Response and Call Routing portions of the new Cisco platform for Thomson West. • Documented all possible call paths and analyzed current call paths and exit routes to ensure the new system had the same response as prior system. • Reported design issues to business to allow analysis to determine if acceptable to business or if requirements need to be revised to accommodate new system features.• Trained and mentored 2 testers for integration testing.• Worked with developers for defect resolution.

Minneapolis, Mn, Us

Portfolio Management Tool (PMT) is an advisor web based tool supported by Albridge Solutions that provides account values, asset allocation, performance, and gain/loss information on the advisor’s client base.Business Analyst• Performed analysis on Universal Life and Annuity source systems to determine gaps in transactions including transaction layout and product functionality to ensure PMT receives all information to process the financial transaction.• Tested new code and functionality for Pilot, National Rollout, and addition of historical performance and tax lot conversion for Brokerage accounts. • Created requirements and worked with Technology to implement gaps in source system for Universal Life Insurance and Annuities. Assisted with Certificates and Banking.• Managed the conversion of Universal Life and Annuities accounts to enable performance to be displayed. This included documentation of requirements, correction of transaction files, creation of test cases, and testing of new interface.• Assisted and trained PMT operations staff on Insurance and Annuity subject information.• Created and implemented Business as Usual Work Flow /Reconciliation and Training guide.QA Analyst• Provided recommendations on upcoming releases and created test plans and cases.• Created business test cases and use cases scenarios for each release and for cross commits teams utilizing PMT data.• Provided knowledge transfer sessions and documentation.• Created, implemented, organized, and provided sign off for the Technology/User Acceptance and Regression testing and test plans.• Major Projects included the implementation of all advisors access to tool at varying levels, gain/loss system upgrades, new look and feel of application, and other major system functionality changes.