Pension Operations Specialist

• Nov 2022 - Present

Senior Operations and Financial Analyst

• Jan 2021 - Jun 2021

- Managed 4 cross-functional teams, streamlining workflow design, including departments of operations, finance, marketing, and engineering; prospected towards efficient asset management, resulting in the acquisition of assets worth $0.45 million- Supervised and trained new analysts to develop a specialized team in client service management and debt analysis for a portfolio of industrial customers, prospected towards quarter-end credit calculations- Designed and implemented an operational efficiency and workflow improvement program in collaboration with the directors of operations and engineering reducing 60% of energy outages.- Led budgeting and forecasting strategies for a new manufacturing unit on a bi-weekly basis, estimated feasibility and profitability of the project by cost management and capital budgeting techniques.- Assisted the director of finance in short-term hedging, and trading OTC forward contracts, resulting in the mitigation of market risk and net saving of approximately $200,000. Show less

Junior Business Analyst

• Nov 2018 - Dec 2020

- Developed Excel macros and standardized reporting templates, resulting in efficient data collection and a 35% reduction in turnaround time.- Researched, analyzed, and implemented new business processes for an estimated 20% efficiency gain in the operations of the manufacturing unit.- Collaborated with senior members of the accounting, sales, compliance, and legal teams, and developed new system enhancements implementation plans that resulted in tax subsidies estimated up to $0.2 million in annual tax savings.- Organized pitches and presentations for potential investor engagement and venture capitalists, resulting in more than $1.5 million in investment.- Facilitated and improved logistical process design by establishing feasible routes, and catalogued inventory of raw materials in coordination with the accounting team on a weekly timeline. Show less

Associate Business Analyst

• Aug 2017 - Oct 2018

- Catalogued staff and client meetings, filed business plans, sales pitches, and presentations, and generate insights for continuous improvement on matters relating to energy markets.- Coordinated in preparation of interdepartmental communication with multiple stakeholders daily, recommended transition to a paperless practice by implementing an electronic booking system and a faster, safer, and more accurate business system. Reduced 30% of costs of labor and 10% office overhead.- Formulated and co-designed financial models in coordination with the senior manager, targeted for cash flow analysis and risk assessment, contributing to an 8% reduction in per unit cost of the semi-finished product.- Reconciled internal income and expense accounts, improved existing process for a 5% reduction in write-offs due to unexplained variances being discovered. - Reconciling internal books of accounts and cash statements in coordination with the accounting team on monthly and quarterly time intervals, maintaining the accounting system for regulatory purposes. Show less