Business Analyst

• May 2023 - Present

Financial Analyst II

• Oct 2022 - May 2023

Financial Analyst

• Jul 2020 - Sep 2022

Developed and tracked key metrics, optimized productivity, and analyzed financial impact of process improvement initiatives. Executed and distributed various recurring reports to company stakeholders at all levels assisting in operational and financial decision making. Collaborated with various teams in the implementation of the business intelligence system to automate and facilitate access to major organizational reports. Improved and maintained the reporting infrastructure to support the company goals of productivity, profitability, and overall continuous improvement of operations. Key Accomplishments: - Implemented and managed the Business Intelligence platform facilitating trend analysis at all levels - Increased company wide productivity by enhancing reporting efficiency and automating processes Show less

Financial Services Representative

• Apr 2019 - Apr 2020

Managed and analyzed credit requests in cooperation with credit underwriting team as well as organized credit documents. Accomplished monthly goals and maintained regulatory procedures under federal law. Collaborated and communicated with risk managers, loan officers, and credit analysts to launch loan applications. Facilitated management in day-to-day operations such as scheduling and conducting meetings, while ensuring task completion on time. Evaluated performance metrics of branch to review and discuss sales goals. Critiqued and predicted market data as well as guided members in financial planning to gain maximum benefits. Key Accomplishments - Enhanced 10% branch sales as well as generated reports to analyze branch performance. Show less

Marketing Analyst

• Mar 2018 - Oct 2018

Designed and developed a platform for event management data and information resources to facilitate sales and market efforts of organization. Compiled and drafted market reports of each quarter to assist agents as well as research and market staff in continuous and ad hoc research projects. Utilized databases, news publications, and internal and external resources such as industry professionals and agents to collect and examine market data and trends. Accomplished and Deciphered feasibility, market, and demand analysis. Created weekly reports on statistic data, market trends, and local market review about investments, transactions, and leasing. Identified and reviewed vital findings and presented reports to senior managers. Utilized visitor analytics to track and record website metrics and create reports for senior leadership. Key Accomplishments: - Boosted 30% web traffic in 3 months through executing strategies for web presence and enhanced effectiveness in market. - Explored demographic data and increased 10% market reach. - Captured Spanish communities market through translating documents in Spanish and maximized traffic by 10%. Show less

Marketing Analyst

• Jul 2017 - Jun 2018

Conducted market research and created social media content in support of senior management. Organized and managed marketing campaigns for an annual fundraising event of foundation. Designed and drafted ad-hoc reports of key metrics examination and presented internal management. Explored and inspected operations of foundation to optimize resource utilization, while achieving quality standards as per foundation’s mission. Identified prospective donors in local demographics and communicated through email newsletters and social media. Analyzed and reviewed processes of multiple organizations to plan and develop new processes for foundation, while improving operations. Key Accomplishments: - Expanded advertisement campaigns and improved donations by $50k. - Generated advertising material in accordance with trends and accelerated 10% web traffic. Show less