Analyst

Led cross-functional analytical initiatives across globally distributed teams, successfully implementing SAFe methodology that improved delivery predictability by 30% and enhanced stakeholder collaboration. Designed and deployed dynamic Power BI dashboards with complex SQL queries and data relationships, automating critical performance metrics and saving analysts 15+ hours weekly in manual reporting. Developed analytical tools and macros that simplified internal processes, improving productivity across multiple teams and supporting data-driven decision making. Ensured data accuracy and integrity within enterprise analytics systems, supporting leadership decision-making through reliable financial and operational reporting. Managed stakeholder relationships at executive and operational levels, clearly documenting requirements and user stories that reduced project rework by 25% and enhanced satisfaction scores.

Conducted comprehensive financial data analysis to uncover operational trends, risk patterns, and strategic opportunities for executive leadership. Delivered critical reports to C-suite stakeholders and board members, translating complex financial data relationships into clear business insights that informed strategic planning and risk management decisions. Developed and documented standardized business processes for financial reporting, ensuring consistency and regulatory compliance across wealth management operations. Optimized Salesforce CRM systems by gathering requirements and implementing data-driven solutions that improved banker and manager productivity in private wealth division.

Performed comprehensive risk assessments on commercial portfolios up to $5M+, presenting data-driven recommendations to credit officers and business teams for loan authorization decisions. Conducted financial analysis and credit structure recommendations for commercial, industrial, commercial real estate, and not-for-profit sectors, supporting strategic business growth. Supported Strategic team with analytical reports and data insights that enhanced business understanding and informed operational decisions. Managed stakeholder relationships across multiple business units, ensuring alignment between risk management and business objectives.

Conducted comprehensive market research and analysis for mortgage loan originators, utilizing tools to identify target markets and develop customer acquisition strategies. Compiled and analyzed financial data including credit histories, corporate financial statements, and risk profiles to support lending decisions. Measured effectiveness of marketing and communications programs using data analytics, providing insights that improved campaign performance and ROI.