Felipe Castano
Philadelphia,PA
Summary
Personable and analytical individual with keen interest in operational efficiency and data-driven decision-making. Understanding of data analysis techniques and proficiency in Excel and SQL enable effective process improvements. Committed to driving operational success through insightful analysis and strategic recommendations.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Operational Analyst II
SEI Investments Company
03.2023 - Current
- As a member on the SEI Wealth Platform US Operations team, I specialize in processing Mutual Funds and Traditional Assets by leveraging technology to ensure compliance, accuracy, and efficiency. We utilize data-driven research, automated workflows, and system integrations to streamline financial operations while delivering exceptional client service.
- Conduct regular audits of operational procedures, identifying inefficiencies and recommending improvements as necessary.
- Design custom dashboards and reporting tools to support data-driven decision making across multiple departments.
- We collaborate with firms and our Middle Office team, utilizing technology to ensure accuracy and compliance with financial agreements. By leveraging automation and system integrations, we enhance operational efficiency and mitigate risk.
Operational Analyst
SEI Investments Company
01.2022 - 03.2023
- As an Operational Analyst on the Admin team, I provide daily support and implement technology solutions for the Fund Accounting, Transfer Agency, and Financial Reporting teams. I leverage data analytics and system integrations to enhance efficiency, accuracy, and compliance in financial operations.
- There are two main functions of my team, data procurement and a SystmAdmin role
- In my System Admin role, I manage account setups, configure file preprocessing, and troubleshoot data discrepancies or missing report items. I utilized system automation and technical troubleshooting to ensure seamless operations and data integrity.
Financial Consultant
Guidehouse
08.2021 - 12.2021
- Company Overview: The SBA contracts Guidehouse to help with COVID loans
- I facilitated lender-borrower connections for PPP loan processing, ensuring efficient matching and streamlined financial assistance.
- I provide guidance to borrowers navigating the EIDL loan process, ensuring clarity on eligibility, application requirements, and compliance.
Sales Associate
UNTUCKit
08.2018 - 05.2020
- I collaborated with clients to introduce and implement new selling strategies for UNTUCKit try-on shirts, enhancing customer engagement and sales effectiveness
- I consistently achieved my monthly sales goals and actively competed for the top salesperson position, demonstrating strong sales performance and competitiveness.
Education
Bachelor of Arts - Economics
TEMPLE UNIVERSITY
Philadelphia, PA05.2021
Skills
- Spanish (Fluent)
- Microsoft Office
- Word
- Excel
- PowerPoint
- Python
- SQL
- Active Directory
Certification
Comptia A+
Timeline
Operational Analyst II
SEI Investments Company
03.2023 - Current
Operational Analyst
SEI Investments Company
01.2022 - 03.2023
Financial Consultant
Guidehouse
08.2021 - 12.2021
Sales Associate
UNTUCKit
08.2018 - 05.2020
Bachelor of Arts - Economics
TEMPLE UNIVERSITY
Similar Profiles
JAMIL POOLEJAMIL POOLE
Business Analyst, Operational Analyst at SEI Investments CompanyBusiness Analyst, Operational Analyst at SEI Investments Company
Travis LillieTravis Lillie
Financial Operations Analyst at SEI InvestmentsFinancial Operations Analyst at SEI Investments
Ian HendersonIan Henderson
Fund Accountant at Sei Investments CoFund Accountant at Sei Investments Co