Experienced data strategist with 8+ years transforming complex datasets into actionable insights at Caterpillar. Skilled in enterprise system upgrades, reporting automation, and process improvements. Seeking transition to HR technology with gaining expertise in Workday HCM. Dedicated to designing innovative reporting solutions that enhance people strategy and drive business impact.
Overview
9
9
years of professional experience
1
1
Certification
Work History
SENIOR SALES OPERATIONS DATA ANALYST
CATERPILLAR FINANCIAL INSURANCE SERVICES
04.2021 - Current
Deliver actionable data insights through dashboards and visual reporting while managing service requests and system enhancements via ServiceNow and Azure DevOps.
Directed 200+ User Acceptance Tests (UATs) YTD, validating reporting accuracy and functionality — skills directly transferable to HR systems testing and stakeholder reporting needs.
Partner daily with Information Technology (IT) and business stakeholders to design and deploy reporting system enhancements, streamlining reconciliation processes and improving data quality — foundational experience for leading Workday report development and implementation.
Reduced unresolved suspense failure claims volume by 30% through monthly analysis of large-scale datasets (3,000+ records), leveraging advanced Excel and reporting platforms to identify systemic issues and deliver strategic reporting insights to leadership, demonstrating capabilities relevant to HR data auditing and issue resolution (e.g., payroll discrepancies, benefits data).
Spearheaded a cross-functional initiative to implement automated data validation logic, reducing claim data errors by 75%, resulting in enhanced data integrity and efficient internal reporting processes — experience well-aligned with Workday reporting optimization and audit readiness (e.g., ensuring accurate employee data).
Supported enterprise data modernization by integrating disparate sources (from Oracle SQL to Snowflake) and building scalable datasets for enterprise-wide reporting — laying a technical foundation relevant to Workday data structuring and cross-system reporting.
SENIOR CREDIT ANALYST
CATERPILLAR FINANCIAL SERVICES CORPORATION
09.2019 - 03.2021
Conducted thorough financial statement examinations to assess customers’ repayment ability and financial stability, directly informing credit extension decisions for 2,000+ applications within the Capital Stream platform through critical credit lending risk analysis.
Provided customer-focused and efficient credit application processing (85% completion within 30 minutes, 97% approval), while performing detailed corporate credit reviews to evaluate financial conditions and maintain compliance with internal controls and government regulations, effectively managing lending risk.
Utilized Moody’s credit scoring and predictive analytics to assess credit risk and forecast default probabilities, ensuring positive audit outcomes by maintaining comprehensive documentation throughout the credit analysis lifecycle.
SENIOR LEASE SERVICES CONSULTANT
CATERPILLAR FINANCIAL SERVICES CORPORATION
04.2018 - 09.2019
Facilitated process improvement initiatives that boosted efficiency across the organization, including a collaboration with Business Technology (BT) to define system needs and process documentation for Lease Services, yielding a 15% efficiency improvement.
Enhanced customer experience through streamlined internal processes and the strategic use of the Salesforce platform to develop End-of-Lease case tracking dashboards, resulting in improved customer satisfaction and reduced errors.
Developed and delivered End-of-Lease sales training for 20+ employees and comprehensive new hire onboarding for 10+ Lease Services Consultants, supporting team objectives in a rapid environment.
SENIOR ACCOUNT SERVICES REPRESENTATIVE
CATERPILLAR FINANCIAL SERVICES CORPORATION
07.2016 - 05.2018
Consistently exceeded performance targets for revenue generation and customer satisfaction across a diverse account portfolio, while cultivating long-term relationships with 300+ customers and achieving significant success in managing a $2.5MM past-due portfolio against a $1.5MM target.
Drove $1.4MM in savings for CAT machinery by leveraging 6-Sigma Green Belt certification to lead a project that optimized the Lease Return Non-Compliance process.
Reduced the volume of past-due customer accounts by 93% and enhanced client satisfaction by providing timely and effective support for account-related inquiries.
Education
MASTER OF SCIENCE (M.S.) - COMPUTER INFORMATION SYSTEMS
Kennesaw State University
Kennesaw, GA
12.2024
Skills
Data Analysis
Microsoft Suite (Advanced, Excel functions, ect)
Oracle SQL Developer
Data Visualization (Power BI, IBM Cognos Analytics)
Matillion ETL
Dashboard Reporting
Data Validation
System Enhancements
Process Improvement
Project Management
Training and Development
Teamwork & Collaboration
Certification
Information Security and Assurance Certification
Business Intelligence Certification
Certificate in Commercial Credit
Certificate in Small Business Banking
Intern Mentor Program (May 2025 – Present)
Employee Engagement Committee Member (February 2022 – December 2024)
College Campus Recruiter (March 2020 – February 2022)
United Way of Nashville - Chair for Days of Caring (January 2021 - October 2022)
Timeline
SENIOR SALES OPERATIONS DATA ANALYST
CATERPILLAR FINANCIAL INSURANCE SERVICES
04.2021 - Current
SENIOR CREDIT ANALYST
CATERPILLAR FINANCIAL SERVICES CORPORATION
09.2019 - 03.2021
SENIOR LEASE SERVICES CONSULTANT
CATERPILLAR FINANCIAL SERVICES CORPORATION
04.2018 - 09.2019
SENIOR ACCOUNT SERVICES REPRESENTATIVE
CATERPILLAR FINANCIAL SERVICES CORPORATION
07.2016 - 05.2018
MASTER OF SCIENCE (M.S.) - COMPUTER INFORMATION SYSTEMS
Customer Receivables Rep II (Payoff) at Caterpillar Financial Services CorporationCustomer Receivables Rep II (Payoff) at Caterpillar Financial Services Corporation