Mary Clouse, CLSS GB

Experience

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  Jane Tillery Interiors; Romer Lighting; B.J. Thrasher Interiors; Montgomery Ward Interiors

  May 1984 - Mar 1989

  Interior Designer

  Responsible for designing of residential and commercial spaces. Made recommendations space design, flooring, wall coverings, furniture, and accessories. Ordered products, hired contractors, arranged installation of materials.

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  Indiana Credit Union League/Eli Lilly Federal Credit Union joint venture

  Nov 1990 - Jan 1996

  Collections Manager; Loan Officer

  - Work with IT staff and subject matter experts to develop an integrated collection system with new technology.- Consolidate and automate delinquency reporting from manual paper system. - Institute remote work location technologies.- Create automated letter system.- Test, review, refine new document creation system for loan department.- Train staff of the use of automated technology.- Write instructional materials for staff on the use of new software.- Orient and train all new collection personnel.- Write education material and provided training on bankruptcy to lending staff.- Draft and present training classes on delinquency, bankruptcy and collections.- Develop a procedures manual.- Coordinate and handle delinquent accounts, repossession and disposal of collateral. Nov. 1990 – Nov. 1993, Loan Officer - Review loan applications and make decisions based on credit Show less

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  Union Federal Savings Bank

  Jun 1996 - Jun 1998

  Overlimit Analyst

  - Educate internal and external clients on credit bureau reporting, underwriting guidelines and related credit issue.- Work with business analysts and subject matter experts on new system requirements for credit analysis.- Develop data flow for application process.- Tested system for accuracy and compliance.- Write procedures for using automated application system.- Track and analyzed data and credit risk/worthiness.- Train staff on use of new software.- Supervise temporary employees.- Provide formal instruction to department personnel on credit bureau reporting. Show less

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  AXA Advisors

  Jul 1998 - Sept 2001

  Financial Planner, Registered Representative

  - Comprehensive fee-based financial plans.- Developed client base through targeted marketing, networking, referral and cold calling.- Implementation of product recommendations (securities trading and insurance).- Management of client portfolios.- "Rookie of the Year," 1999.

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  Medicine Horse Enterprises, Inc.

  Jun 2000 - now

  Animal Consultant (2000 - Present)

  Since 2000, I have worked with animals as a part-time consultant, helping owners, veterinarians and trainers with a variety of performance, health and behavior problems. I teach classes on communicating with animals and am a frequent guest at animal related events in the Midwest and nationally. I specialize in animal medical intuition. My work has been featured in newspapers, magazines, blogs, TV and radio. Consultations available by phone, events or at the following veterinary clinics: The Paw Patch (Indpls IN), Pets & Vets (Pendleton IN). Show less

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  Dunbar, Cook & Shepard, P.C.

  Oct 2001 - Dec 2004

  Financial Advisor

  - Managed client portfolios, executing trades, maintaining balanced portfolios, and recommending investment strategies based on client tax considerations and risk tolerance. Compiled year-end capital gain information. - Developed a new value-added service for clients with budgetary challenges. - Conducted quarterly and annual SEC regulatory compliance audits, monitoring and maintaining compliance system and documentation. Updated Policy and Procedures Manual and Operations Manual as necessary to comply with regulatory changes. - Liaised with state regulatory auditors to ensure firm practices and documentation were in compliance with requirements; passed with minor deficiencies which were easily corrected. - Oversight of marketing materials. Designed and prepared client newsletters, updating information on portfolio management.- Served as project manager, analyst and liaison between staff and external stakeholders for two large-scale pension platform migrations. Orchestrated software conversion, gathering system requirements, collaborating with provider on data mapping and extraction of key elements, and monitoring implementation of conversion. Developed training materials for new pension platform; coached corporate customers on use of new system. Conducted retirement plan enrollments. Generated system change requests for modifications or enhancements.- Comprehensive fee-based financial planning.- Supervise support staff._ "Rookie of the Year," 2001 Show less

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  Mary Clouse, Consulting

  Jun 2002 - Mar 2010

  Budget Counseling

  Develop strategies for budget-challenged individuals to create a positive cash flow. I work closely with the client to help them understand how they can more effectively manage their income, retire debt and improve savings through in-depth interviews, analysis, and on-going coaching. I welcome referrals from banks, credit unions, investment professionals, CPA and law firms.

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  Sherman & Armbruster

  Jan 2006 - Feb 2011

  Investment advisor representative

  -Create tutorials for end-user customers unfamiliar with web portal protocol using charts, illustrations, and reference documentation.- Managed client portfolios, executing trades, maintaining balanced portfolios, and recommending investment strategies based on client tax considerations and risk tolerance. Compiled year-end capital gain information. - Developed a new value-added service for clients with budgetary challenges. - Conducted quarterly and annual SEC regulatory compliance audits, monitoring and maintaining compliance system and documentation. Updated Policy and Procedures Manual and Operations Manual as necessary to comply with regulatory changes. - Liaised with federal regulatory auditors to ensure firm practices and documentation were in compliance with requirements; passed with minor deficiencies which were easily corrected. - Create and maintain templates for client newsletters and large correspondence campaigns.- Write and edit content for client newsletters .- Develop and catalog procedures for web technologies for staff use and to meet compliance proficiency standards. Show less

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  Pyramid Technology Solutions

  Apr 2011 - May 2012

  Technical Writer

  As a technical writer, I produced high-quality software documentation that met applicable standards and was appropriate for the intended audience. I also developed milestone templates.Key achievements:- Managed communications for internal and external stakeholders, including weekly management reports and client newsletters.- Coordinated training and mapped training plans. Assessed instructional effectiveness and compiled evaluation reports determining training impact. Maintained course material updates as needed.- Prepared executive overview presentations, liaising with subject matter experts to ensure content reflected key points of software. Show less

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  GenTech Associates, Inc.

  Nov 2012 - Dec 2017

  Technical Writer

  At GenTech, I provide information resources support for the DCS accounting software system, delivering technical assistance and troubleshooting acumen for internal and external users.Key achievements:- Develop from ground up, requirements, scope, design and content (job aids; system integration; business and data process flows); all facets of project management, for new document storage Help Site. Collaborate with partner business units on end-user documentation needs. Coordinate with development team on functionality. Test system. Communicate, schedule release and deploy. Provide system support, content management and technical assistance post-deployment. Create and manage communication reports of project status.- Conduct continuous integration of systems, parallel testing, and analysis in a multi test and production environment, collaborating with software development team and agency staff to identify root cause, applicable issue, management steps and recommend process improvement strategies and user enhancements.- Create operating system documentation for external users and internal stakeholders of MaGIK by collaborating with business units, analysts, developers, management and the testing team. Diagram system integration, capturing business rules, business process and work flows.- Develop initial Data Security Policy and Procedures manual, maintain version control, for data security purposes.- Created a comprehensive on-boarding manual for new staff. Show less

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  Women's Voices Magazine

  Jan 2013 - Jan 2017

  Columnist

  Columnist for the "Women's Voices Magazine." Emphasis on pets and all areas of concern for owners, trainers and handlers. Topics range from health and behavior to challenging subjects such as knowing when it is time to let an animal go, or incorporating a new animal to the home.Creator and publisher of Women's Voices Magazine - Insightful...Informative...Inspirational...Inclusive. Visit http://www.womensvoicesmagazine.com in mid-April to subscribe.

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  Medicine Horse Enterprises, Inc.

  Sept 2013 - Mar 2018

  Artist

  Award winning artist specializing in watercolor painting. Paintings are created on a variety of papers, everything from traditional 140 lbs. cold press , Yupo (a synthetic paper that allows pigment to swirl and swim on the surface), Masa (creates a batik-like texture), to illustration board, and oftentimes includes unusual touches and artifacts. Work frequently showcases animals. Visit Art Bank Gallery in Indianapolis to view a selection of paintings currently available for purchase.

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  CLEAResult

  May 2018 - Oct 2018

  Program Manager

  Direct all phases of Demand Response (energy efficiency) program; responsible for cost, technical implementation, marketing, training and performance.Primary customer contact; develop strategies and tactics to ensure effective program performance relative to market opportunity, provide training to customer staff and communicate project status.Technical integration oversight for multi-system configuration involving six vendor partners and historic, periodic and daily data pass through. Responsible for provisioning, testing, quality control and troubleshooting.Manage support staff, interview for additional team members.Prepare operating budgets and financial forecast reports on a monthly basis for internal accounting as well as client-facing statements. Monitor client inventory, order supplies as needed. Ensure timely resolution to end-use customer concerns, including escalation and re-assignment to trade allies Show less

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  Eli Lilly and Company

  Oct 2018 - May 2021

  Technical Writer, Business Analyst

  Produced high-quality system validation documentation that met corporate quality standards for multiple workstreamsIdentify gaps in validation deliverables and implement corrective actionRequirements gathering and writing for multiple workstreamsPrepared and presented executive review slide deck, including updates on WIP and work stream statusCreate detailed notes, meeting minutes and organization agenda for groups of diverse size and audienceUser acceptance testing to identify bugs or inconsistenciesTrack Corrective Action Preventative Activity for GRA IDS teamsEvaluate vendors for Proof of Concept (PoC) anonymization tool for use in submission documentation and regulatory use in Transparency ProjectCommunicate expectations and requirements to vendors for PoC testingResponsible for compilation of PoC analysis and summary of results to leadership for vendor selection Show less

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  Onebridge (assigned to State of Indiana Dept. of Health)

  May 2021 - Jul 2021

  Senior Business Analyst

  Review current business and data processes in post-Covid emergency world. Deep-dive interviews with IDOH staff to identify business processes and create data flows to surface solutions for improved efficiency, inter and intra-agency cross collaboration, data analytics, literacy and governance.

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  Hawkins Point

  Aug 2021 - Dec 2021

  Senior Consultant

  Hawkins Point proudly serves the Life Sciences community, partnering daily with our clients to improve the quality of life for patients, across multiple medical conditions and challenges that lead to life-altering therapies. From discovery to delivery, across the business continuum, our services are designed to deliver technology solutions that support Research and Development, IT Quality, Safety and Regulatory, Commercial, Enterprise Services, and Program/Project Management. We partner with our clients and contribute to their success by bringing technology and industry expertise to solve critical and complex challenges in all domain areas. Show less

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  Verista

  Dec 2021 - Oct 2023

  Senior Business Analyst (formerly Hawkins Point Partners)

  Create new SOPs, Work Instructions, Forms and Templates for new manufacturing import authorization and use within EDMS. Coordinate metadata within EDMS for streamlined efficiency and reporting. Collaborate with subject matter experts on supply chain management, document content, revisions and gap identification for regulatory compliance. Liaise with management on document status, workflow, training, and timelines. Detailed tracking and reporting of individual document state through creation and maintenance of a Gantt Chart. Advise other client teams (non-supply chain) on best practices for managing concurrent workstreams of documents. Show less

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  Osprey Life Sciences

  Oct 2023 - Jul 2024

  BA Technical Writer

  Work closely with life science client team in Agile environment to craft user requirements, test scripts, diagrams and computer system validation documents. Identify requirements and document user stories for internal project. Collaborate with Osprey software engineers to refine new software product and accompanying validation documentation for client presentations. Provide feedback to development team on product effectiveness and viability. Regression and smoke testing of internal digital product. Create GxP documentation for CSV (computer system validation). Participating member of candidate interview team. Show less

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  Theoris

  Jul 2024 - now

  Business Analyst