Functional Skills
Change Management / Org Design
CRM Selection / Implementation
Technology Strategy
Recruiting Process Design
Training and Coaching
Software Skills
Oracle CRM
Quickbooks
Salesforce
Shopify
Basecamp
Monday
Canva
Microsoft Excel
Outlook
Sector Experience
Business Services
Financial Services
Real Estate
Retail
Telecom
Languages
English
Spanish
Big 4 Accounting
Fortune 500
Top Consulting Firms
Experience
Brendalin & Cora
Start-Up
Founder
5/2018 - Present
Manage daily operations for the brand, sales taxes, marketing strategies, finance, etc.
Verizon
Finance
Senior Analyst
5/2023 - Present
Develop and maintain complex financial models to support our technology business units in their yearly, quarterly, and monthly
forecasts.
Streamline financial reporting processes, resulting in improved accuracy and efficiency.
Lead financial planning analysis activities budgeting, forecasting, and variance analysis for the technology teams.
Collaborate closely with the technology department leaders to implement process improvements that would streamline financial
reporting and enhance efficiency.
forecasts.
Streamline financial reporting processes, resulting in improved accuracy and efficiency.
Lead financial planning analysis activities budgeting, forecasting, and variance analysis for the technology teams.
Collaborate closely with the technology department leaders to implement process improvements that would streamline financial
reporting and enhance efficiency.
Deloitte
Management Consulting
Consultant
9/2017 - 5/2019
• Led requirements, design workshops and facilitated requirements design decisions; managed statuses, scope, issues, and security
risks for the functional area; configured client-specific requirements for each process, reviewed and confirmed configuration with
client functional team and supported testing; developed mitigation plans.
risks for the functional area; configured client-specific requirements for each process, reviewed and confirmed configuration with
client functional team and supported testing; developed mitigation plans.
Bank of New York Mellon
Finance
Financial Analyst
10/2016 - 9/2017
• Led all internal SOC auditing projects, providing supporting documentation to external auditors
• Identified and escalated any issues that affected the accuracy of the Investment Book of Record while analyzing and creating
account level pricing, cash projection reports, and break analysis within middleoffice.
• Created excel tools that automated manual processes, allowing analysts to focus on their analytical skills.
• Identified and escalated any issues that affected the accuracy of the Investment Book of Record while analyzing and creating
account level pricing, cash projection reports, and break analysis within middleoffice.
• Created excel tools that automated manual processes, allowing analysts to focus on their analytical skills.
Verizon
Finance
Financial Analyst
7/2014 - 8/2015
Collected and analyzed population sample with the goal of achieving effective communication between different business
units.
• Audited financial metrics that helped explain sales representative's monthly performance and identified a $10,000
overpayment discrepancy that contributed to company's overall goal of minimizing error and maximizing efficiency.
• Contributed to the successful implementation of Oracle Fusion by testing, identifying and mapping new business processes.
units.
• Audited financial metrics that helped explain sales representative's monthly performance and identified a $10,000
overpayment discrepancy that contributed to company's overall goal of minimizing error and maximizing efficiency.
• Contributed to the successful implementation of Oracle Fusion by testing, identifying and mapping new business processes.