Experienced Business Analyst known for strong analytical and problem-solving skills. Adept at fostering teamwork and driving process enhancements. Committed to delivering impactful business solutions that align with organizational objectives. Highly motivated employee with a desire to take on new challenges.
Strong work ethic, adaptability, and exceptional interpersonal and communication skills.
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Eager to contribute to a dynamic team and support organizational goals.
Overview
41
41
years of professional experience
8
8
Certifications
Work History
Business Analyst
BNY Mellon
Dallas
06.2006 - 09.2025
Managed projects and served as primary liaison between client and multiple internal groups to clarify goals and meet standards and deadlines.
Collaborated with stakeholders across departments to define requirements for new projects.
Monitored project timelines and budgets by tracking milestones, deliverables, tasks.
Delivered timely support by tracking issues and communicating resolutions to end users.
Identified gaps between current state and desired future state operations.
Gathered feedback from end users regarding usability issues related to applications or systems.
Identified and analyzed user requirements, procedures and processes to develop optimization strategies.
Assisted in developing training materials for internal staff on new products or services.
Identified opportunities for cost savings through process automation initiatives.
AVP Operations
JP Morgan Chase
Dallas
06.2000 - 06.2006
Streamlined daily operations to enhance workflow efficiency and team collaboration.
Coordinated cross-departmental projects to align goals and improve service delivery.
Supervised staff training programs to promote safety and operational best practices.
Implemented process improvements to enhance productivity and reduce waste.
Facilitated regular team meetings to address challenges and foster open communication.
Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
Managed scheduling, training and inventory control.
Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
Managed staffing needs through recruitment, selection, onboarding and training, disciplinary action as necessary.
Directed operations staff by providing guidance, training, and support in order to meet company objectives.
Assessed employee development needs and provided feedback on their progress towards meeting goals.
Developed and implemented operational procedures to ensure quality standards are met.
Collaborated with management team on long-term strategic planning initiatives for the organization.
Analyzed data from daily reports to identify trends in production performance metrics.
Responded to information requests from superiors, providing specific documentation.
Presented performance and productivity reports to supervisors.
Produced SOPs to document workplace procedures and optimize productivity through standardization.
Measured and reviewed performance via KPIs and metrics.
Delegated work to staff, setting priorities and goals.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Treasury Supervisor
Visa International, San Francisco
Foster City
03.1993 - 09.1999
Managed daily cash flow activities and reconciled bank accounts.
Supervised treasury operations and ensured compliance with financial regulations.
Directed team training on treasury systems and best practices for efficiency.
Implemented automated processes to streamline transaction processing workflows.
Prepared monthly, quarterly and annual financial reports for the Treasury Department.
Reviewed bank reconciliations prepared by staff members and investigated any discrepancies found in the reconciliations.
Managed foreign exchange transactions as well as hedging activities related to currency fluctuations.
Oversaw banking relationships, including opening new accounts, setting up online access, executing wire transfers.
Worked closely with auditors during their review of treasury processes and procedures.
Monitored daily cash positions to ensure sufficient funds were available for operating needs.
Developed and maintained treasury policies and procedures.
Provided training and guidance to junior staff members on various aspects of treasury functions.
Identified areas of improvement within existing processes in order to maximize efficiency while minimizing risks associated with treasury operations.
Implemented cash management systems to improve operational efficiency.
Maintained records of all treasury transactions performed by the department.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
Treasury Supervisor
GTE Directories
Dallas/FW
10.1984 - 02.1993
Managed daily cash flow activities and reconciled bank accounts.
Supervised treasury operations and ensured compliance with financial regulations.
Directed team training on treasury systems and best practices for efficiency.
Coordinated cross-departmental communication on treasury-related projects and initiatives.
Completed month-end and year-end close procedures and reconciled bank accounts.
Prepared monthly, quarterly and annual financial reports for the Treasury Department.
Reviewed bank reconciliations prepared by staff members and investigated any discrepancies found in the reconciliations.
Worked closely with auditors during their review of treasury processes and procedures.
Developed and maintained treasury policies and procedures.
Business Analyst at Navarro Research & Engineering Inc. (Contractor to the U.S. Dept. of Energy)Business Analyst at Navarro Research & Engineering Inc. (Contractor to the U.S. Dept. of Energy)