1. Shelley Phillips
186 Main Street
Winterport, ME 04496
Email: shelleyphillips.513@gmail.com
Mobile: 207-951-0914
Visionary
Pursuit of Excellence
Change Agent
Passionately Committed
Creative Thinker
Integrity, Ethics and Accountability
A visionary with proven track record for implementing corporate process changes aligning solution to business vision,
strategy and goals: A leader who seeks efficient, feasible and practical solutions that are creative and progressive;
gracefully challenges the status quo; utilizes business acumen, communication and interpersonal skills to elicit veritable
needs, create trust, earn respect and engage stakeholders to identify requirements, risks, roadblocks/bottlenecks,
overcome resistance, rally project support, reconcile conflicts, create commitment and ownership; facilitates
communication and teamwork requiring minimal supervision; acts as liaison between business and technical professionals;
utilizes a variety of analyst tools effectively; thrives with challenges handling multiple projects simultaneously; strives to
deliver superior customer satisfaction.
Strengths include:
Detail Oriented
Analytical
Technical Competencies
Business Acumen
Principal Driven
Leadership & Team Building
Interpersonal Skills
Training, Coaching & Development
Written & Oral Skills
Challenges Conventional Thinking
Proactive and Adaptable
Inquisitive & Knowledge Seeker
CAREER HISTORY
CIANBRO March’08- July ‘13
Cianbro is a heavy industrial, civil construction, modular manufacturing, fabrication and coating, and construction management company
comprised of four main subsidiaries and employs approximately 2000 people with annual sales of over $450 million
IT Business Analyst/Business Intelligence Analyst
Direct report to CIO /Solutions Delivery Director
Job responsibilities were focused on understanding organizational culture, business practices, and strategy (tactical and
strategic) and utilizing business acumen, leadership, and technical skills to delivering new technology, processes, and
systems.
• Lead Analyst on the selection and acquisition of an $8mm ERP software solution to streamline, automate and enhance
current processes aligning them with company tactical and strategic goals and providing timely and accurate data to
facilitate operational decision making; Mapped business processes to identify inefficiencies, bottlenecks, and
informational gaps; Worked closely with cross-functional and cross-company team of stakeholders, engaging all levels
of business unit personnel from VP to subject matter experts to end users to elicit, document, analyze and validate
project assumptions, complexity, constraints, dependencies, progress (including change and issue management),
requirements, risks and return on investment. Created scorecards to rank vendor solutions and facilitate unbiased
solution evaluation and selection; Managed stakeholder and vendor relationships, fostering collaboration, delineating
roles and responsibilities, establishing deliverables and timelines while overcoming objections, encouraging visionary
thinking, building consensus and imparting project commitment and ownership; Authored all technical documents and
scorecard: Project Proposal,: Project Charter, Requests for Information, Requests for Proposal, Requirements, Scripted
Demonstration and reported and charted evaluation results; Completed the Return on Investment analysis for the
financial justification for acquisition.
• Lead Analyst with Human Resources to select a replacement HRIS including Learning Management and Talent
Development System. Same responsibilities as the ERP project above.
• Lead Analyst with Financial Management team to improve the monthly job forecasting and earned revenue processes,
reporting, and data management; Mapped financial processes. Teamed with business unit and developers to design and
create new applications providing a seamless integration to the current accounting software while reducing the impact
to the production database. Streamlined and automated processes to significantly reduce forecasting time-to-complete
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2. (reduced 8 hrs to 1 hr); improved data integrity and financial job management with enhanced controls, increased role-
based access to valuable business data, and enhanced reporting providing views of data never achieved prior including
audit reporting.
• Lead Analyst with Health & Safety team to eliminate manual processes, designed new applications with workflows built
with IT collaboration, enhanced preventative safety tracking (early identification of faulty tools and equipment), and
brought together OSHA incident, preventative, worker’s compensation, violations and environmental sampling under
one reporting umbrella. Created executive dashboard of key metrics providing ability to analyze data in new ways.
• Implemented Oracle Business Intelligence Enterprise Edition 10g/11g as scalable reporting solution to centralize,
control, consolidate and integrate data from multiple databases. Created repository, business models (utilizing star
schema), and built dashboards with historical, current and predictive, and global views of business operations. Designed
ad-hoc reporting presentation including drill-down functionality. Wrote the foundation PLSQL code for generating the
metadata, worked closely with dedicated database administration to create ETL procedures to mine the data and played
a fundamental role in establishing the dimensional data model (star). Trained future power-users on the new solutions
including authoring training manuals and overseeing any break-fix issues and enhancements.
• Troubleshoot helpdesk tickets in area of assigned responsibilities, analyzing, defining, and solving the problem to
determine whether developer work was required or user re-education needed.
• Solution assessment, testing, vetting, validating and implementation. Feasibility and risk assessments; Created and
utilized test and use cases/stories and plans. Experience using data/task/work-flow/process models, infrastructure and
activity diagrams, interviews, brainstorming, workshops, focus groups and surveys, mockups/prototypes, data
dictionaries/glossaries and training manuals, SWOT, gap analysis, and software life cycle (waterfall, iterative, etc.)
• Utilized project and change management tracking systems (JIRA).
BUSINESS CONSULTING October ’06- February ‘08
Focused on finishing MBA and took the opportunity to establish my own part-time consulting business. .
Business Consultant
Self-Employed / Proprietor
Worked with small local companies to improve and grow their business providing a variety of services including writing
business plans, creating advertising/marketing materials, establishing e-commerce, networking, computer technology
training, developing new vendor relations, organizational analysis and design (restructuring to a SCorp), and overhead and
cost analysis.
• Consultation in bed and breakfast inn start up. By year two, business had a five star rating
• Consultation in a home repair business. The business has now two locations and has grown its customer base by 25
percent
• Consultation in an interior design business. Profits increased by 40 percent and new customer growth by 20 percent
AMERIPRISE FINANCIAL PLANNERS
A.G. EDWARDS & SONS
January ’06 – September ‘06
June ’04 – August ‘05
Ameriprise Financial is a financial institution providing financial and estate planning, wealth management, asset management, and
insurance. A.G. Edwards & Sons was a full-service securities broker-dealer providing securities and commodities brokerage, investment
banking, trust services, financial and retirement planning and investment and asset management.
Financial Consultant & Asset Management Specialist
As Consultant identified client’s needs and goals, educated investment options and made recommendations as
appropriate. Performed financial planning, portfolio reviews, and assist in estate planning. Acquired and maintained a
thorough understanding and knowledge of securities, asset management, and retirement planning.
• $1.8 million dollars under management (100+ accounts)
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3. • Licenses and certifications: NASD Series 7 – General Securities Registered Representative; NASD Series 63 –
Uniform Securities Agent Law; NASD Series 66 – Uniform Combined State Law; Producer Resident - Life and
Health, Variable Contracts Insurance License; College for Financial Planning, Greenwood Village, CO,
Accredited Asset Management Specialist Certification, 2004
MBNA AMERICA June’99 - December ‘03
MBNA America was the world’s largest independent issuer of credit cards, specializing in affinity cards. Employed
more than 25,000 people and managed more than $122.5 billion in outstanding consumer credit card balances.
Divisional Analyst / Personnel Generalist
Direct report to EVP & Director of Northern Region Personnel
Served as supervisor of department analytics and oversaw the maintenance and data integrity of personnel, recruitment
and education database. Created and implemented practical technology solutions. Managed multiple career development
programs and served as course instructor for Excel and MS Access.
• Lead analyst on education department process improvement initiative; Automated administrative tasks and reporting by
creating databases to accelerate task time-to-completion by 80 percent; a ROI of $17,000+ each year
• Lead analyst on the design, built, and implementation of a company-wide unit cost database to track and report on all
educational expenses across five regions, hundreds of cost centers, for approximately 26,000 employees. Database
consists of a user-friendly data entry, self-maintenance capabilities, and 89 possible reports. Completed in three months.
• Northern Region Program Manager for MBNA’s Manager’s Advising People Program (MAPP); established the largest
regional program with rotations of up to 100 call center representatives mentored by an officer for three months.
Average year end results were a retention rate of 90 percent, 73 percent promotion rate, and a bank saving of $286,500
• Regional Program Manager of the Northern Region Career Development Program; 5 day rotation through all call
center units with senior officer presentations, side-by-side listing, quality listing, compliance. Average year end results
were 80 percent actively seeking new internal career opportunities and 100 percent establishment of a personal career
path with developmental goals.
• Responsible for compiling department quarterly and year-end budgets and projections/forecasts
• Assisted in interviews, training and development, researched personnel issues, and conducted and analyzed time
tracking
EDUCATION & PROFILE
MBA, Business Administration • 2007
University of Maine, Orono - GPA 3.82
MS, Resource Economics & Policy • 1997
University of Maine, Orono - GPA 3.20
BS, Agribusiness & Resource Economics • 1994
University of Maine, Orono - GPA 3.51
(highest distinction)
AS, Business Management • 1992
University of Maine, Orono - GPA 3.29
(high distinction)
• Completed all required coursework for Certified Business Analyst Practitioner (CBAP),
working on documentation of 7,500 hours of work experience as specified in BABOK® Guide and preparing
for exam
• Computer Proficiency: PLSQL (Oracle), MYSQL, OBIEE 10g, MS Access, MS Excel,
MS Word, MS Outlook, MS Publisher, MS PowerPoint, TOAD, Visio, Statigraphics, SAS, FAS, APEX, ACT,
Allocation Master, and the Internet
• Full Tuition Merit Scholarship & Assistantship to Graduate School – Third Highest Ranked
(MS)
• Highest Ranked Bachelor Degree Senior - Department of Resource Economics & Policy (BA)
• Wall Street Journal Academic Achievement Award Recipient
• Honor Society of Phi Kappa Phi
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4. Hartman Value Profile: (I = 4, E = 5, S = 8) – People Skills/Relational Judgment (I) is very well developed, Process
and Task Oriented Judgment (E) is very well developed, Comprehensive Judgment (Visionary) is very well developed
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