CRYSTAL DALSANIA
Gastonia,NC
Summary
Dynamic and results-driven professional with a robust track record in business operations, vendor management, and process optimization across the banking, financial services, and technology industries. I excel in managing large-scale vendor relationships, developing operational metrics, and driving resource forecasting that aligns seamlessly with organizational goals. With a keen eye for process inefficiencies, I implement data-driven solutions and foster strong collaboration with internal and external stakeholders to ensure optimal operations. I am technically proficient in advanced tools and platforms, including Python, Tableau, Alteryx, and SQL, allowing me to deliver actionable insights that enhance decision-making processes. Recognized for exceptional analytical skills and meticulous attention to detail, I thrive in managing complex projects within demanding timelines. As a proactive problem solver, I am committed to continuous improvement and strategic innovation, driving organizational success at every turn.
Overview
8
8
years of professional experience
Work History
Business Support Manager | IT Business Analyst V (Dexian Signature Consultant)
Bank of America
09.2023 - Current
- Coordinate with Vendor management to manage vendor relationships, including vendor selection, onboarding, contract negotiation, and offboarding of third-party contractors
- Oversee forecasting and tracking of SOWs, Contract Labor Professionals (CLPs), invoices, and contractor run rates across multiple projects, data analysis and business units, ensuring accurate resource allocation and budget adherence across multiple business streams
- Develop, aggregate, and report key operational metrics related to vendor performance, contract labor, and onboarding activities
- Ensure that reporting is clear and actionable for senior management
- Support contract development and execution, ensuring that all vendor agreements comply with internal policies, legal standards, and business requirements
- Proactively identify and manage vendor-related issues, escalating as necessary, and ensuring timely resolution to maintain business continuity
- Analyze existing processes for inefficiencies and recommend improvements to drive greater operational effectiveness, accuracy, and speed
- Build and maintain strong relationships with internal and external stakeholders to facilitate smooth communication and collaboration across teams
- Coordinate routines and meetings to track progress, share updates, and resolve issues
- Ensure compliance with internal policies and regulatory requirements
- Support risk management efforts by addressing vendor performance issues and mitigating third-party risks management
- Leverage advanced Microsoft Office Suite (Excel, Word, PowerPoint) and Google tools to manage and track SOWs, CLPs, and other vendor data
- Highly skilled in developing and presenting key performance metrics utilizing Tableau or Alteryx for reporting and data visualization
- Proactively looking for opportunities, solutions and process improvements, manages projects, including contracting, milestones and task management, resources, risks/dependencies
- Collaborate with senior leadership to evaluate existing processes and propose changes to improve operational efficiency
- Assist with workflow management and support team members in achieving operational objectives
- Skills: Strong Analytical, Risk Management, Organizational skills, attention to detail, Decompose complex issues, Excellent Written, verbal communication skills, Time management, extremely organized
Business Analyst
Donnelley Financial Solutions
06.2018 - 04.2023
- Serve as SME responsible for solving complex issues within the financial reporting software
- Responsible for solving database issues
- Provide technical support and troubleshoot day-to-day production related issues
- Provide oversight of work conducted by junior level staff and/or review/audit work for accuracy
- Work closely with internal groups such as Product Development to ensure the needs of the clients are met through continual system enhancements
- Responsible for developing client's business requirements, logics, use cases and scenarios to developers
- Use expertise to provide support for financial reporting and financial statements
- Account mapping (trail balance, general ledger, journal entries)
- Statement building (ensuring proper flow of data from database to automate output-ready statements)
- Data mapping and processing (writing business rules as it relates to client data)
- Perform system UAT/QA testing (including product upgrades)
- Create/implement data points, data suppression logics, conditional values, XML custom tags and output rules to enhance financial report automation for Mutual Funds and Alternative Investments
- Skills: Technical Support, Financial Reporting, Analytical Skills, Software as a Service (SaaS), Customer Support, Regulatory Compliance, Quality Assurance, Critical Thinking, KPI
CMS Client Manager
Wells Fargo Bank
06.2017 - 01.2018
- Responsible for consulting cash management, and marketing treasury products and services to the client, Commercial Mortgage-Backed Securities, legal documentation negotiation and credit/risk management
- Fields call and analyses client needs; clarifies and articulates the value of Treasury Management product features, functionality; financial analysis & consulting with clients regarding alternatives and determines customized solutions that best suits their financial needs
- Monitors implementation timelines and service level agreements
- Define configuration specifications, business analytics requirements and Perform quality assurance
- Define reporting and alerting requirements
- Own and develop a relationship with partners, working with them to optimize and enhance our integration
- Help design, document and maintain system processes
- Partnership across the common sources of technical issues or questions using analysis and to make recommendations to the product team
- Communicate key insights and findings to the product team
- Constantly be on the lookout for ways to improve monitoring, discover issues and deliver better value to the customers
- Acts as key pre- and post-sales consultant
Education
Certificate - Data Visualization
University of North Carolina at Chapel Hill
Chapel HillBachelor of Arts - Criminal Justice and Criminology
University of Maryland College Park
College ParkSkills
- Vendor Management
- Contract Negotiation
- Business Process Improvement
- Workflow Optimization
- Financial Reporting
- Data Analysis
- Risk Management
- Regulatory Compliance
- Advanced Analytics
- Data Visualization
- Cross-Functional Collaboration
- Stakeholder Engagement
- Python
- Tableau
- Alteryx
- SQL
- Strong Analytical Skills
- Organizational Skills
- Attention to Detail
- Decompose Complex Issues
- Excellent Written Communication Skills
- Excellent Verbal Communication Skills
- Time Management
- Extremely Organized
- R
- JavaScript
- D3js
- Leafletjs
- Plotlyjs
- HTML
- CSS
- Bootstrap
- JQuery
- AJAX
- MongoDB
- PostgreSQL
- Microsoft Excel
- Jupyter Notebook
Websites
Timeline
Business Support Manager | IT Business Analyst V (Dexian Signature Consultant)
Bank of America
09.2023 - Current
Business Analyst
Donnelley Financial Solutions
06.2018 - 04.2023
CMS Client Manager
Wells Fargo Bank
06.2017 - 01.2018
Certificate - Data Visualization
University of North Carolina at Chapel Hill
Bachelor of Arts - Criminal Justice and Criminology
University of Maryland College Park