1. Ellen Jacobsen
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Ellen Jacobsen
4326 Leander Lane
Columbia Heights, MN 55421
612-709-4589
PROFESSIONAL EXPERIENCE
Feb. 2011 to Jan. 2015 Ameriprise Financial, Inc Senior Business Systems Analyst
Finance Department
As a member of the Finance Application Support team, I supported Advantage Billing and its users - similar to my time in
the unit from 2003-2007. In 2012, I designed and added the fee structures for Columbia Funds clients. I built an MS
Access application to generate a supplemental invoice insert which details the base-market-value calculation. I was
responsible for supporting production as well as the testing and implementation of releases and fixes, coordinating the work
with Technologies and the vendor. In addition to this work, in 2014 I took on the support of the PeopleSoft Accounts
Payable processes.
Mar. 2009 to Jan. 2011 Ameriprise Financial, Inc Lead Business Analyst
Finance Department
I supported the Owned Assets Accounting system (PAM) and its users. Specifically, I was responsible for the testing and
implementation of releases and fixes, coordinating the work performed by our group as well as with Technologies and the
vendor. I also partnered with managers and accountants for UAT testing of functionality enhancements. In addition to this
work, I added controls, automation and documentation for processes performed by our group. Lastly, I was the appointed
SOX Tester for the department.
Oct. 2007 to Feb. 2009 Ameriprise Financial, Inc Senior Business Systems Analyst
Finance Department
I assumed a lead role, supporting reporting from the general ledger and the users depending on reports and data. During the
conversion to the POA GL, I tracked the progress of report development and UAT and kept project team leaders informed.
On an ongoing basis, I helped coordinate and monitor report development work performed, by both on and offshore
resources. I engaged technologies for report enhancements and fixes to SQR and Actuate reports. In addition, I analyzed
batch report production and worked with technology partners to improve reports and run times.
Aug. 2003 to Sept. 2007 Ameriprise Financial, Inc Senior Business Systems Analyst
Finance Department
I was responsible for supporting the Advantage Billing System and its users. Tasks included managing small to medium-
scoped projects and assuming a team member role on others. I was the point of contact for the system vendor; drafting and
submitting requirements for enhancements and subsequent testing and installs. I also reconciled vendor invoices and
negotiated credits

2. Ellen Jacobsen
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Jan. 2002 to July 2003 Ameriprise Financial, Inc. Manager
Investment Department
I managed several employees, each responsible for supporting research analysts and portfolio managers in various Fixed-
Income Sector Teams. I also led the effort to create a small team focused on advanced desktop development solutions. In
addition, I collaborated with co-leaders to create and implement reward and recognition programs for the department.
Apr. 2000 to Dec. 2001 American Express Financial Advisors Six Sigma Black Belt
Investment Department
I completed Six Sigma training and received certification as an AEFA Six Sigma Black Belt. Projects included reducing
hardware expenses ($180,000 cost avoid) and developing a shared arbitrage trading process ($74,000 revenue the first
year). I also researched and put in motion a project to implement a shared short-tem cash strategy for our mutual fund
family. This project needed SEC approval and external legal counsel and was eventually successfully implemented in
2007.
Nov. 1997 to Mar. 2000 American Express Financial Advisors Senior Business Analyst
Investment Department
I was a member of a large project team dedicated to converting our Managed Asset accounting from a home-grown system
to a vendor application, Invest One. My focus was working with peripheral users of investment accounting data (law
department, fund board, communications, etc) to provide them with files and reports.
1990 - 1997 American Express Financial Advisors Business Analyst
Trust Company
I led small projects and contributed toward larger efforts for fixes and enhancements to our trust accounting and participant
recordkeeping systems. I also managed our incoming and outgoing payroll feed processes.
1988 - 1990 American Express Financial Advisors Supervisor
Trust Company
I supervised the Institutional Custody Team who performed custodial duties for AEFA corporate and managed-asset
accounts. I streamlined processes and added controls as well as developed our disaster recovery plan.
1984 - 1988 American Express Financial Advisors Administrator
Trust Company
I performed securities settlement and cash movement functions. I also collected and accounted for all income from
securities.
1981 - 1984 IDS Clerk
Trust Company
I performed tasks related to lending securities as well as issued custodian orders containing trade settlement specifications.

3. Ellen Jacobsen
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1981 - 1984 IDS Clerk
Trust Company
I issued custodian orders to settle trade activity for our owned asset portfolios and also issued stop payments and in-lieu
checks.
VOLUNTEER EXPERIENCE
I served three years on my church’s Congregational Council; two of which were as Vice President. I have headed several
church committees; Youth, Worship & Music, Long-Range Planning and several Call Committees. I’m currently serving
my fifth year as Treasurer of my church’s child care center. I have also served on several committees at Ameriprise; the
Blood Drive, the United Way Giving Campaign, and Reward Committees for both the Investment and Finance
departments.
EDUCATION AND TRAINING
Fridley High School
General Accounting Intro (Mankato State)
Microsoft Excel and Access Intro and Advanced
AMPF Six Sigma Blackbelt (certification received)
Software Testing
Stan Berry Effective Writing and Writing Effective Procedures
Project Management
Leadership/Goal Setting/Performance Management