Spearheaded data-driven analysis and reporting for regulatory filings, ensuring compliance with federal, state, and internal policies for utility operations, contributing to cost recovery and revenue generation strategies
Collaborated cross-functionally with finance, legal, and regulatory teams to support complex filings and audits, including the development of rate case proposals, responses to data requests, and witness testimony
Conducted comprehensive calculations and analysis of the Basic Service Administration (BSA) for both Maryland and DC, ensuring alignment with rate case filings and regulatory requirements
Assisted in preparing responses to discovery requests from regulators, ensuring that all requested information was accurate, comprehensive, and delivered within specified timelines
Managed cross-functional teams during high-pressure regulatory filing periods, ensuring smooth and accurate submission of documentation under tight deadlines
Coordinated the preparation and submission of regulatory filings for the Capital Grid Project, including permit applications and updates to meet city and state regulatory standards
Compiled and submitted detailed outage reports in accordance with DC Public Service Commission (DCPSC) guidelines, tracking service interruptions and ensuring accurate reporting of compliance metrics
Coordinated the preparation and submission of regulatory reports using data from Openlink and other ETRM tools to ensure compliance with requirements like the Clean Energy Results Framework (CREF) and Basic Service Administration (BSA)
Managed the integration of real-time trading data with Openlink, ensuring compliance metrics were met in regulatory filings and contributing to the smooth submission of reports
Business Analyst
Lifeline Smart Tech
09.2022 - 06.2024
Applied project management methodologies and tools effectively, ensuring projects were executed efficiently and in alignment with business goals in a fast-paced, dynamic environment
Created custom reports and dashboards in Salesforce Analytics Cloud (Tableau CRM), allowing business leaders to track key performance indicators (KPIs) and identify trends
Delivered training on how to utilize these tools to gain insights into customer behavior and improve decision-making
Analyzed performance trends and feedback to identify areas for improvement in workforce management, led to actionable recommendations that enhanced overall service quality and operational performance
Collaborated with Finance and Operations teams to conduct cost-benefit analyses on initiatives aimed at maximizing customer service performance while meeting business objectives and goals
Provided hands-on training for internal teams on how to use Salesforce Marketing Cloud for email campaigns and customer segmentation
Developed user guides and tutorials to help team members understand customer engagement, campaign performance, and marketing automation features
Developed detailed project workplans and tracked progress to ensure successful outcomes
Utilized advanced data analysis and reporting tools, such as Microsoft Excel and Tableau, to generate actionable insights and track project performance
Delivered Salesforce Service Cloud training to customer support teams, teaching them to manage customer inquiries, track cases, and resolve issues more efficiently
Ensured all team members understood how to leverage Salesforce Chatter for internal communication and collaboration
Business Analyst
Kuwa Consulting
08.2020 - 07.2022
Managed project documentation, including subtasks, schedules, resources and risk assessments and communicated status updates to stakeholders, ensured project alignment and transparency
Collaborated with project managers to plan Sprint cycles, defined acceptance criteria and oversaw the development of UI/UX prototypes for major system updates
Conducted a Salesforce Sales Cloud needs assessment for internal teams, identifying gaps in the team's ability to manage leads and opportunities
Designed and delivered training content focused on optimizing Salesforce workflows, improving pipeline management, and enhancing customer engagement
Collaborated with cross-functional teams including IT, marketing and finance to gather requirements and defined project scope, ensured alignment with strategic goals and timely project execution
Utilized statistical methods and advanced data analysis tools (SQL, Excel, Tableau) to conduct in-depth data analysis, uncovered trends and insights that informed strategic decisions and improved business outcomes
Demonstrated strong project management skills by managing timelines, tracked project progress and ensured adherence to deadlines
Utilized project management tools to streamline processes and improved efficiency
Produced high-quality, error-free documentation, including business requirements, Standard Operating Procedures (SOPs) and technical system maintenance notices, facilitated clear communication and successful project delivery
Enhanced business processes by utilizing Adobe Acrobat Pro to create and managed detailed process documentation and workflows, facilitated a clearer understanding of procedures and contributing to a 20% increase in operational efficiency
Assisted in optimizing ETRM workflows, supporting contract initiation, closeout, and invoicing processes, ensuring that all contractual data flowed seamlessly through Openlink for accurate reporting and mark-to-market calculations
Worked on integrating Salesforce Pardot for B2B marketing automation and customer engagement
Trained marketing teams on using Pardot to nurture leads, automate email campaigns, and score leads based on behavior
Ensured alignment between marketing and sales teams for better lead conversion and follow-up
Junior Business Analyst
Courtesy Healthcare Services
07.2018 - 07.2020
Utilized data visualization tools such as Tableau and Power BI to create compelling visualizations and reports, enhancing the clarity and impact of data presentations for strategic stakeholders
Utilized tools such as JIRA and Confluence for project tracking and documentation, enhanced team collaboration and project management efficiency
Supported Unit and User Acceptance Testing (UAT) by coordinating test plans, conducted test cases and ensured all issues were addressed before deployment
Conducted business process modeling, gap analysis and use case modeling to identify process improvements and drive system enhancements
Documented business requirements and facilitated discussions between engineers and IT leaders to ensure alignment with business objectives
Assisted in the implementation of Agile methodologies and managed the project backlog to streamline development processes, resulted in a 15% reduction in project turnaround times
Developed and optimized complex business reports and documentation using Adobe Acrobat Pro, including creating interactive PDFs, forms and data integration solutions that improved data accessibility and reported efficiency by 30%
Conducted in-depth data analysis using ETRM data from internal systems and external tools, identifying areas for improvement in business processes and translating findings into actionable recommendations for system updates and enhancements
Assisted in the creation of Salesforce Service Cloud training materials, providing end-users with clear instructions on how to manage customer support cases and enhance service delivery
Supported training teams in delivering effective training for new users in a consistent manner
Delivered training sessions on Salesforce Reports & Dashboards, helping end-users learn how to track key metrics, generate reports, and analyze customer service trends
Focused on creating customized dashboards that aligned with operational goals and improved team performance
Business Analyst Intern
Courtesy Healthcare Services
11.2017 - 06.2018
Assisted in managing project schedules and resource allocation, contributed to the successful delivery of projects on time and within budget
Conducted data analysis and supported the creation of dashboards and reports to provide insights into business performance and areas for improvement
Coordinated meetings and follow-ups with stakeholders to gather feedback, addressed concerns and ensured project objectives were met
Developed detailed documentation for system changes and participated in business requirement sessions to capture and validate requirements for system upgrades
Fostered a collaborative and team-oriented work environment, actively engaged with colleagues to achieve shared goals and drive project success
Demonstrated a commitment to promoting teamwork and enhanced team dynamics
Facilitated collaborative work sessions, presenting findings and led discussions to drive strategic project success
Worked closely with cross-functional teams to ensure alignment and integration of project goals
Supported the creation of reports and dashboards to track operational performance, working with senior analysts to map and model data from various systems, including ETRM tools, to inform decision-making
Education
Juris Master's - Corporate Compliance And Regulation
Liberty University
Lynchburg,VA
05.2025
Bachelor of Arts - Political Science
Marymount University
Arlington, VA
12.2021
Timeline
Business Analyst
ICONMA INC (Exelon Contract)
09.2024 - Current
Business Analyst
Lifeline Smart Tech
09.2022 - 06.2024
Business Analyst
Kuwa Consulting
08.2020 - 07.2022
Junior Business Analyst
Courtesy Healthcare Services
07.2018 - 07.2020
Business Analyst Intern
Courtesy Healthcare Services
11.2017 - 06.2018
Juris Master's - Corporate Compliance And Regulation
Technical project manager at KDM Engineering LLC (Contract w/ Exelon through West Monroe)Technical project manager at KDM Engineering LLC (Contract w/ Exelon through West Monroe)