Analytical and results-driven professional with 10+ years of experience in financial operations, data analysis, and business leadership. Proven ability to translate complex data into actionable insights, optimize KPIs, and drive cross-functional initiatives. Skilled in forecasting, performance reporting, and process improvement across corporate and entrepreneurial settings. Seeking to apply analytics expertise to support data-informed strategy and decision-making in a high-impact, collaborative environment.
Overview
10
10
years of professional experience
Work History
Owner
Prestige Property Solutions
04.2018 - Current
Founded and grew a service business independently, leading all aspects of operations, analytics, and client partnerships; demonstrated entrepreneurial initiative and strategic problem-solving aligned with managing cross-functional analytics projects and driving business decisions backed by data.
Conducted segmentation and trend analyses to identify key drivers of repeat business and upsell potential; used regression modeling and scenario testing to guide pricing and service bundling strategies.
Designed and led business planning cycles using historical job data, market demand patterns, and customer behavior to forecast seasonal workload and staffing needs.
Implemented operational quality control protocols and variance checks between job estimates and actuals; improved cost accuracy and project margins through data validation and continuous improvement.
Led forecasting and resource planning cycles using data from CRM, accounting, and field ops tools to optimize seasonal staffing and workload distribution.
Synthesized fragmented operational and financial data to generate actionable insights, support strategic decision-making, and drive service line expansion and resource reallocation.
Leveraged AI tools to automate client communications, generate marketing content, optimize pricing strategies, and analyze customer trends to increase efficiency while streamlining processes.
Operations Analyst
Morgan Stanley
05.2015 - 04.2018
Managed end-to-end trade lifecycle processes for commodities and derivatives desks; reconciled discrepancies across internal and external data sources to ensure reporting accuracy and compliance.
Built and refined dashboards and exception reports in Excel and VBA to monitor breaks, settlement risk, and process KPIs-reducing resolution time and manual intervention.
Partnered cross-functionally with front office, compliance, finance, and external counterparties to troubleshoot escalations, validate data integrity, and maintain service-level performance.
Conducted root-cause analysis on recurring breaks and system issues; recommended control enhancements that improved operational efficiency and reduced risk exposure.
Delivered performance insights and client reporting with emphasis on clarity, timeliness, and executive-level presentation standards.
Education
Bachelor of Business Administration (BBA) - Finance
Iona University
New Rochelle, NY
01.2016
Skills
KPI Development & Tracking
Strategic Business Planning
Financial Modeling & Forecasting
Data Analysis & Visualization
CRM & Workflow Optimization
Project Management
AI-Driven Process Automation
Microsoft Excel (Advanced)
Google Workspace (Sheets, Docs, Slides)
QuickBooks Xero Jobber
Tableau or Power BI (Basic Competency)
SQL (Working Knowledge)
Timeline
Owner
Prestige Property Solutions
04.2018 - Current
Operations Analyst
Morgan Stanley
05.2015 - 04.2018
Bachelor of Business Administration (BBA) - Finance