Experience

Members Development Company

• United States
• Financial Services
• 1 - 100 Employee

• Business Relationship Strategist

  • Apr 2023 - Present

  Responsible for formulating, implementing, enabling, and executing strategic initiatives that helps strengthen relationship with Members Development Company's owners and their partners. Effectively assessing technology, processes, collaboration with internal stakeholders, and leveraging strategic partnerships. Facilitating the identification and development of strategic overviews by continuously improving MDCs outputs resulting in increased owner engagement and value. Responsible for formulating, implementing, enabling, and executing strategic initiatives that helps strengthen relationship with Members Development Company's owners and their partners. Effectively assessing technology, processes, collaboration with internal stakeholders, and leveraging strategic partnerships. Facilitating the identification and development of strategic overviews by continuously improving MDCs outputs resulting in increased owner engagement and value.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Systems Consultant

  • Aug 2021 - Jan 2023

  In my previous role as a Business Operations Consultant, I: Liaison for Consumer Loan Department through creating, planning, and implementing strategic solutions in order to solve complex problems Providing support to management by utilizing technical expertise identifying, producing, and evaluating cost effective procedure ensuring maximum productivity Aid other COSAs with ad-hoc report requests as needed In my previous role as a Business Operations Consultant, I: Liaison for Consumer Loan Department through creating, planning, and implementing strategic solutions in order to solve complex problems Providing support to management by utilizing technical expertise identifying, producing, and evaluating cost effective procedure ensuring maximum productivity Aid other COSAs with ad-hoc report requests as needed



Credit Union West

• United States
• Banking
• 1 - 100 Employee

• Financial Business Analyst

  • Nov 2018 - Jun 2021

  • Conduct complex financial analysis using various tools, such as Excel Pivots, SQL, Dundas BI, Esri, CECL, and Velocity. • Systematically aggregates and synthesizes reports; Analyzes information for accuracy and conformance to procedural standards; informs the executive team of findings, identifies areas of opportunity, and strategizes tangible action plans. • Facilitates meetings focusing on opportunities to align business solutions and optimize growth; Has a keen ability to translate and simplify complex analytical topics for high-level executives and general business audiences. • Monitor the company expenditure by finding the breakeven point and maximizing the Return on Investment, ROI. • Developed a streamlined reporting process with user-friendly dashboard designs that is easily attainable for impactful decision making. Forecasted for strategic changes and established a repeatable process of defining success and growth metrics. • Builds key executive relationships, including growth opportunities, action planning, day-to-day relationships and business growth forecast, providing recommendations as needed. • Communicated and collaborated with cross-functional teams to execute projects, develop work plans, lead analyses, and communicate final recommendations. Show less



Sunrun

• United States
• Renewable Energy Semiconductor Manufacturing
• 700 & Above Employee

• Marketing Operations Analyst

  • May 2018 - Nov 2018

  In my previous role as Marketing Operations Analyst, I: • Created, compiled, and distributed various client performance reports using Pivot tables, SQL queries, and Salesforce tracking. • Worked with various teams throughout the organizations to identify and understand process performance gaps and implement corrective actions, or preventative measures to achieve objectives. • Prepared statistical reports and analyzed major KPI factors to accurately forecast sales trends. • Monitored service levels, speed to lead abandons, dialing and provided recommendations for improvements. • Overcame company objections by effective listening and collaborative communication skills to come up with an agreeable solution. Has a natural ability to make responsible choices, decisions and always acts in the company's best interest. • Provided suggestions on ways to streamline and standardize business processes to ensure cost-effective use of resources and service reliability. Show less



Web.com

• Software Development
• 700 & Above Employee

• Business Analyst

  • Oct 2017 - Mar 2018

  In my previous role as Business Analyst, I: • Utilized various reporting tools including Pivot tables, SQL queries and other company systems to evaluate business information. • Analyzed data/reports and provided insight to upper management; The information was used to translate the business strategies into well-defined roadmaps containing requirements and prioritization to achieve a long-term competitive advantage. • Spearheaded, led, and contributed to delivering multiple large, high-visibility client projects; Provided business impact, change impact, tracking and analysis, ensuring all changes are properly planned and well communicated. • Identified and solidified process improvement opportunities by understanding pain points, removing roadblocks, and developing custom solutions. Show less



Massage Envy

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Business Analyst

  • Oct 2015 - Sep 2017

  In my previous role as Business Analyst, I: • Complied and manipulated large reports and raw datasets into meaningful/actionable analysis using Excel and SQL. • Collaborated with business leaders to define analytical approaches and reporting methodologies to resolve business problems. • Responsible for prioritizing and managing business requests for updates, fixes, and implementations, as well as scoping, gathering, sourcing, and implementation of business-wide project initiatives. • Stayed current on company issues and industry trends by compiling and analyzing data to find trends. • Created detailed business plans from weekly and monthly reports, attain predetermined goals and quotas and drive growth. • Produced hoc reports designed to support all departments and monthly Key Performance Indicators. Show less



RevSpring

• United States
• Information Technology & Services
• 400 - 500 Employee

• Configuration Analyst

  • Jun 2015 - Oct 2015

  In my previous role as Business Analyst & Configuration Management, I: • Provided ongoing training to staff by having in-depth industry knowledge, an understanding of the company landscape, and a drive for improving the overall customer service experience. • Collaborated with cross-functional lines of business (financial and medical) to recommend solutions that increased quality and productivity—the ability to work well with others as an essential high-level leader. • Managed client requirements to create iterative and reproducible systems; Successfully completed over 100 migrations. • Developed customized web portals for new users and migrating existing users. Reviewed each client's unique business logic and rules to import into the new portal. Show less



USAA

• United States
• Financial Services
• 700 & Above Employee

• Software Developer/Integrator

  • Sep 2006 - Mar 2015

  In my previous role as Software Developer/Integrator, I: • Partnered with senior developers to streamline the development of accurate work estimates on work packages, conducted root cause analysis and performed unit testing. • Created system documentation of requirements, design and code review. • Recognized as a top leader and performer, e.g., earned over 80 customer service and sales awards, and ranked top 10% companywide as a team leader in sales for over four consecutive years. • Served as a subject matter expert (SME) on critical business issues and complex development techniques. • Developed metrics to gain a deeper insight into the business efficiency and productivity to enhance business decision making through improved reporting. * Other position held: Senior Customer Relationship Specialist from 09/2006-05/2014 Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Loan Officer

  • Jan 2006 - Sep 2006

  In my previous role as Loan Officer, I: • Handled 100 high-risk accounts monthly with a sales efficiency rating of 60%. • Used innovative sales technique to net over $1.08 million in business. • Led team in achieving per-ca-pita store sales 25% above the national average. In my previous role as Loan Officer, I: • Handled 100 high-risk accounts monthly with a sales efficiency rating of 60%. • Used innovative sales technique to net over $1.08 million in business. • Led team in achieving per-ca-pita store sales 25% above the national average.



Discover Financial Services

• United States
• Financial Services
• 700 & Above Employee

• Sectional Leader

  • Apr 2004 - Jan 2006

  In my previous role as Sectional Leader, I: • Promoted to Sectional leader and New Hire Training leader in less than 6 months. • Resolved complex customer issues and concerns. • Groomed 25+ newly hired employees on sales, customer service, and business policy. • Collaborated with Sr. management to streamline procedural concepts. In my previous role as Sectional Leader, I: • Promoted to Sectional leader and New Hire Training leader in less than 6 months. • Resolved complex customer issues and concerns. • Groomed 25+ newly hired employees on sales, customer service, and business policy. • Collaborated with Sr. management to streamline procedural concepts.



Mile High Marketing

• Denver, Colorado

• Asst Manager

  • Jun 2002 - Jan 2004