Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Blanca Flores

Fort Worth,TX

Summary

Results-driven and detail-oriented professional with expertise in designing and implementing automated solutions to optimize workflows, reduce inefficiencies, and drive operational excellence. Skilled in leveraging technologies such as Excel VBA, Python, and SQL to create scalable, compliant systems that meet organizational goals. Recognized for a proactive approach to problem-solving, strategic planning, and cross-functional collaboration. Award-winning team player and leader with a proven track record of automating manual processes, fostering innovation, and delivering impactful solutions in high-pressure environments. Adept at bridging technical knowledge with business needs to achieve measurable improvements in productivity and compliance.

Overview

3
3
years of professional experience
1
1
Certification

Work History

State Regulatory Inquiry Analyst

Fidelity Investments
04.2023 - Current

Leadership & Strategic Impact:

  • Recognized with the Excellence in Action Award (Spring 2024) for driving transformative automation initiatives and fostering team collaboration.
  • Acknowledged by Chapter Leadership for consistently stepping up as a leader, identifying inefficiencies, and proactively implementing impactful solutions.
  • Build strong relationships with stakeholders by acting as a trusted advisor on automation opportunities and compliance best practices.


Process Automation & Efficiency Gains:

  • Design and implement custom email templates using Excel VBA, reducing manual workload by 30% and improving compliance oversight across the team.
  • Automate regulatory workflows using advanced data analysis tools, reducing processing times by 25% while enhancing data accuracy.
  • Collaborate with business partners to identify automation opportunities, define requirements, and support the deployment of automated solutions.

Project Management & Delivery:

  • Oversee the end-to-end lifecycle of automation projects, ensuring deliverables meet regulatory and organizational standards.
  • Conduct detailed process reviews to identify risks, inefficiencies, and opportunities for automation, aligning with organizational goals for quality and risk reduction.
  • Serve as a key liaison between cross-functional teams, ensuring seamless integration of new automation processes and maintaining ongoing process support.

Recognition & Continuous Improvement:

  • Lead efforts to promote a culture of continuous improvement by facilitating knowledge-sharing sessions and mentoring team members on automation practices.
  • Drive transparency and accountability by developing robust documentation for all automated workflows, ensuring compliance and scalability.

Customer Relationship Advocate

Fidelity Investments
05.2022 - 04.2023

Client Satisfaction & Problem Resolution:

  • Provided exceptional client support by proactively addressing and resolving complex inquiries related to financial accounts, ensuring a positive client experience.
  • Leveraged advanced data analytics to identify recurring client issues, proposed actionable solutions, and escalated critical concerns to appropriate teams for resolution.
  • Increased client satisfaction scores by 15% through personalized service and a focus on continuous improvement in customer interactions.

Process Optimization & Efficiency Gains:

  • Identified inefficiencies in operational workflows and collaborated with cross-functional teams to streamline processes, achieving a 20% increase in team efficiency.
  • Supported the implementation of automated solutions in day-to-day operations, laying the foundation for future scalability with the support of my manager.

Training & Team Collaboration:

  • Played a key role showcasing my call model skills, ensuring that my colleagues could implement seamless integration into the company model.
  • Designed and facilitated team workshops on best practices, driving knowledge sharing and improving overall team performance.
  • Fostered a collaborative work environment by actively participating in team discussions, sharing insights, and supporting colleagues in achieving shared goals.

Education

Bachelor - Business Administration With Informational Systems

Lousiana State University
Baton Rouge
03-2025

Associate of Arts - Arts

Tarrant County College
Fort Worth, TX
12-2017

Skills

    Technical Skills
  • Programming & Scripting: Python, SQL, Java, Excel VBA
  • Data Analytics & Reporting: Power BI, Advanced Excel (Pivot Tables, Macros, VBA), Tableau
  • Project Management: Agile, Kanban, Scrum, End-to-End Project Lifecycle Management
  • Software Development Life Cycle (SDLC): Requirement Gathering, Testing, Deployment, Documentation
  • Workflow Design & Optimization: Process Mapping, Workflow Automation, Business Process Reengineering
  • Compliance & Risk Management: Process Documentation, Control Design, Regulatory Compliance
  • Integration Technologies: APIs, Data Integration, System Interoperability
    Core Competencies
  • Process Redesign & Optimization
  • Stakeholder Collaboration & Communication
  • Analytical Problem-Solving & Strategic Thinking
  • Change Management & Leadership
  • Root Cause Analysis & Continuous Improvement
  • Scalability Design for Automated Solutions

Certification

  • SIE
  • Series 7
  • Series 63
  • AWS Cloud Practitioner
  • SQL Programming Basics
  • Relational Database Design
  • Agile Project Management


Timeline

State Regulatory Inquiry Analyst

Fidelity Investments
04.2023 - Current

Customer Relationship Advocate

Fidelity Investments
05.2022 - 04.2023

Bachelor - Business Administration With Informational Systems

Lousiana State University

Associate of Arts - Arts

Tarrant County College
Blanca Flores