Functional Skills
Data Analysis
Business Analysis
Vendor Management
Business Continuity
Data Modeling
Software Development
Project Management
Quality Assurance
Customer Relationship Management
Information Security Management
Business Development
Customer Service
DevOps
Agile Software Development
Accounting
Software Skills
PowerBI
Jira
AWS
SurveyMonkey
Qualtrics
Microsoft Office
SAP CRM
SAP SuccessFactors
SQL
Microsoft Word
Version control
Microsoft PowerPoint
Salesforce
Azure DevOps
ServiceNow
Certifications
CSMCertified Scrum Master
CSPOCertified Scrum Product Owner
Six Sigma White Belt
Six Sigma Yellow Belt
Sector Experience
Business Services
Financial Services
Life Sciences & Pharma
Manufacturing
Technology
Bulge Bracket Investment Banks
Fortune 500
Experience
Edwards Lifesciences
Data Science / Analytics
Sr. Business Analyst Consultant
7/2023 - 12/2024
Provided strategic support to Fortune 500 Global Accounting Directors by conducting in-depth analysis of complex downstream data from multiple finance systems, identifying issues, optimizing processes, and uncovering opportunities for system enhancements. Successfully designed, developed, and deployed scalable cloud data warehouses on the Snowflake platform, enabling robust global reporting through Tableau and Power BI. Empowered the organization with more dynamic operations and analytics tools, while driving a new way of working through Agile and Scrum methodologies
• Led global finance business in the development of a global data warehouse supporting OPEX, CAPEX, Sales, and Supply Chain, with data sourced from 6 systems (JDE, Concur, Workday, Longview, Coupa, & Salesforce).
• Designed on Power BI & Tableau 9 global dashboards serving 1,500+ global users across JAPAC, LATAM, EURO, US, and Canada, streamlining financial and operational reporting
• Authored Standard Operating Procedu
• Led global finance business in the development of a global data warehouse supporting OPEX, CAPEX, Sales, and Supply Chain, with data sourced from 6 systems (JDE, Concur, Workday, Longview, Coupa, & Salesforce).
• Designed on Power BI & Tableau 9 global dashboards serving 1,500+ global users across JAPAC, LATAM, EURO, US, and Canada, streamlining financial and operational reporting
• Authored Standard Operating Procedu
Silvergate Bank
Information Technology
Senior Business & Process Analyst | Project Manager
7/2022 - 6/2023
Play a critical role in bridging business objectives with technology solutions by gathering requirements, translating them into functional specifications, and ensuring seamless software application development. Adept at facilitating stakeholder workshops, optimizing business processes, and mentoring analysts to foster a culture of continuous improvement.
• Spearheaded process automation for business and consumer wires via Fiserv Fedwire, optimizing operations for 1,600+ investors managing $12B in deposits
• Implemented enterprise-wide automated workflows on ServiceNow, boosting operational efficiency across 4 divisions and 12 business units, while strengthening compliance and saving hundreds of man-hours weekly
• Led the core banking system migration for 500+ end-users, coordinating cross-functional teams to ensure timely delivery, minimal disruption, and smooth transition. Managed risks, timelines, and stakeholder communication, while overseeing training, testing, and support to gu
• Spearheaded process automation for business and consumer wires via Fiserv Fedwire, optimizing operations for 1,600+ investors managing $12B in deposits
• Implemented enterprise-wide automated workflows on ServiceNow, boosting operational efficiency across 4 divisions and 12 business units, while strengthening compliance and saving hundreds of man-hours weekly
• Led the core banking system migration for 500+ end-users, coordinating cross-functional teams to ensure timely delivery, minimal disruption, and smooth transition. Managed risks, timelines, and stakeholder communication, while overseeing training, testing, and support to gu
Axos Bank
Information Technology
IT Business Analyst
7/2021 - 7/2022
Business Analyst skilled in working with all levels of stakeholders to drive development, optimization, and implementation of enterprise systems. Adept at defining product vision with key stakeholders to create actionable project roadmaps. Proficient in leading Scrum teams in SDLC from requirements, execution, testing, and implementation by enforcing Agile principles
• Served as Proxy Product Owner for the development, deployment, and adoption of 3 enterprise systems— Wires Management,
● R Management, and Work Planners—leading to the elimination of several SaaS products and driving annual cost savings of nearly $2M
• Collaborated with the IT Center of Excellence to implement best practices, process improvements, and automated ServiceNow workflows for Tier 1
● 2, and 3 tickets, driving a 40% YoY improvement in SLA
• Leveraged Microsoft Azure DevOps to transform requirements into technical backlog items, reporting key events to stakeholders, while leading Scrum team ceremonies to en
• Served as Proxy Product Owner for the development, deployment, and adoption of 3 enterprise systems— Wires Management,
● R Management, and Work Planners—leading to the elimination of several SaaS products and driving annual cost savings of nearly $2M
• Collaborated with the IT Center of Excellence to implement best practices, process improvements, and automated ServiceNow workflows for Tier 1
● 2, and 3 tickets, driving a 40% YoY improvement in SLA
• Leveraged Microsoft Azure DevOps to transform requirements into technical backlog items, reporting key events to stakeholders, while leading Scrum team ceremonies to en
Bank of the Sierra
Information Technology
Business Analyst
1/2016 - 1/2019
Bridging the gap between business and technical teams by managing stakeholder relationships, leading system implementations, and optimizing financial operations. Proven success in core banking conversions, commercial lending analysis, and process automation to drive efficiency and operational excellence.
• Project Lead for Jack Henry testing and core banking system conversions during acquisition projects, ensuring seamless transitions and minimal disruptions, resulting in a 100% successful conversion rate across 15 branches and over 250 users
• Collaborated across functions to analyze branch operations, identify optimization opportunities, and implement solutions by creating process maps and procedures in to provide clear guidelines for the teams across 30 branches
• Performed system testing on vendor integrations, validating the product or system configuration supported business needs
• Project Lead for Jack Henry testing and core banking system conversions during acquisition projects, ensuring seamless transitions and minimal disruptions, resulting in a 100% successful conversion rate across 15 branches and over 250 users
• Collaborated across functions to analyze branch operations, identify optimization opportunities, and implement solutions by creating process maps and procedures in to provide clear guidelines for the teams across 30 branches
• Performed system testing on vendor integrations, validating the product or system configuration supported business needs
Bank of the Sierra
Operations
Float Operations Manager
1/2015 - 1/2016
• Float Manager, overseeing 10-20 staff members in branch operations during the absence of the Operations Manager
• Set up branch and client hardware, along with treasury service software at onsite locations. Acted as the first responder to technical issues, ensuring quick resolution to maintain client satisfaction and system performance
• Conducted quarterly and annual audits on equipment and system performance, proactively addressing issues with vendors
• Set up branch and client hardware, along with treasury service software at onsite locations. Acted as the first responder to technical issues, ensuring quick resolution to maintain client satisfaction and system performance
• Conducted quarterly and annual audits on equipment and system performance, proactively addressing issues with vendors
JPMorgan Chase & Co
Customer Service
Relationship Banker
10/2009 - 5/2014
Provided expert guidance to clients seeking to invest, obtain loans or manage their cash. I proactively sourced new business opportunities and developed effective sales strategies to increase branch revenue. In the absence of the Branch Manager, I acted as the lead for branch sales and operations, ensuring that all staff members worked together effectively and that all operations ran smoothly.
To improve the performance of the branch sales team, I conducted regular training and coaching sessions. Through these sessions, I helped team members to improve their sales techniques, refine their communication skills and stay up to date with the latest industry trends. By combining my expertise with effective leadership, I helped the branch to achieve its financial goals and deliver high-quality services to clients.
To improve the performance of the branch sales team, I conducted regular training and coaching sessions. Through these sessions, I helped team members to improve their sales techniques, refine their communication skills and stay up to date with the latest industry trends. By combining my expertise with effective leadership, I helped the branch to achieve its financial goals and deliver high-quality services to clients.
Bank of America
Operations
Sales & Service Manager
4/2008 - 1/2009
Responsible for building strong customer relationships by providing excellent service and product expertise. Through this approach, I ensured that clients felt valued and supported, which in turn helped to build long-term loyalty and trust.
Played an integral role in managing the branch team. This included recruiting, hiring, and training new tellers to ensure that the team remained high-performing and knowledgeable. I also acted as a mentor to team members, providing regular coaching and feedback to help them improve their skills and deliver exceptional results.
As a point of contact for complex client issues relating to banking services or products, I was adept at resolving conflicts and ensuring that clients received the best possible service. To support these efforts, I developed and implemented branch operation procedures that were compliant with federal regulations. By doing so, I ensured that the branch operated efficiently and effectively, meeting the needs of both clients and
Played an integral role in managing the branch team. This included recruiting, hiring, and training new tellers to ensure that the team remained high-performing and knowledgeable. I also acted as a mentor to team members, providing regular coaching and feedback to help them improve their skills and deliver exceptional results.
As a point of contact for complex client issues relating to banking services or products, I was adept at resolving conflicts and ensuring that clients received the best possible service. To support these efforts, I developed and implemented branch operation procedures that were compliant with federal regulations. By doing so, I ensured that the branch operated efficiently and effectively, meeting the needs of both clients and