Gabrielle Megge
Hazel Park,MI
Summary
Accomplished Business & Systems Analyst specializing in fintech, with expertise in technology, financial services, and process optimization. Translated complex business needs into effective solutions, fostering strong relationships with stakeholders and enhancing efficiency through AI integration and automation. Leveraged generative AI, workflow automation, Salesforce, and data analysis to streamline operations and drive impactful results.
Overview
7
7
years of professional experience
Work History
Business & Systems Analyst
Brightside Benefit
Mesa, Arizona
03.2022 - Current
- Served as a liaison between business stakeholders, technology teams, and external partners to translate business needs into effective technical solutions.
- Analyzed existing workflows and business processes to identify inefficiencies, automation opportunities, and areas for operational improvement.
- Identified opportunities to leverage generative AI, automation, and emerging technologies to streamline business operations and reduce manual work.
- Designed and implemented AI-powered solutions and workflows to automate repetitive processes, improve efficiency, and enhance employee and client experiences.
- Collaborated with cross-functional teams to integrate AI capabilities into existing systems and business processes, including requirements gathering, workflow design, testing, and implementation.
- Led and supported system implementations, integrations, testing, user acceptance testing (UAT), and rollout initiatives.
- Gathered, documented, and translated business requirements into functional requirements, process maps, workflows, and system specifications.
- Conducted data and process analysis to identify trends, root causes, system gaps, and opportunities for optimization.
- Refined AI-assisted workflows, prompts, processes, and automation solutions to standardize operational tasks and enhance productivity.
- Evaluated AI tools and technologies for potential business applications and developed practical use cases aligned with organizational goals.
- Managed and cultivated strategic relationships with external partners, vendors, and technology providers to support business and operational objectives.
- Coordinated timelines, stakeholders, deliverables, and dependencies across multiple technology and process-improvement initiatives.
- Monitored system performance and business processes following implementation to identify additional optimization opportunities.
- Continuously researched emerging AI technologies and automation capabilities to identify ways to improve operational efficiency and create scalable solutions.
- Acted as a technology and process subject-matter resource, helping teams adopt new systems, automation, and AI-driven solutions effectively.
Financial Assistant
Brightside Benefit
Mesa, Arizona
03.2022 - 03.2024
- Managed and maintained a diverse book of business, providing personalized financial support based on each client’s goals, circumstances, and financial needs.
- Conducted one-on-one client consultations to identify financial challenges and develop actionable strategies for improving financial stability.
- Helped clients establish realistic financial goals and develop customized action plans to improve their overall financial position.
- Assisted clients with credit-building strategies and financial planning to position them for future mortgage and home-buying opportunities.
- Identified opportunities to reduce unnecessary expenses, optimize budgets, increase savings, and improve overall financial health.
- Curated and facilitated more than $1 million in client savings, helping clients retain more of their income and make measurable progress toward their financial goals.
- Supported clients with needs ranging from food insecurity and immediate financial hardship to credit improvement, budgeting, savings, and long-term homeownership planning.
- Built and maintained long-term relationships with clients through consistent communication, personalized guidance, and proactive account management.
- Monitored client progress and adjusted financial strategies as circumstances and goals evolved.
- Educated clients on budgeting, credit management, savings strategies, debt management, and responsible financial decision-making.
- Managed a high-volume client portfolio while maintaining accurate records, detailed financial information, and strict confidentiality.
- Collaborated with internal teams and external resources to connect clients with appropriate financial assistance and solutions.
- Provided empathetic, solutions-oriented support to clients experiencing significant financial challenges while maintaining professionalism and discretion.
- Maintained detailed documentation of client goals, financial plans, progress, and outcomes within internal systems.
Senior Negotiator
Donaldson Williams Credit Services
Clinton Township, MI
06.2021 - 02.2022
- Managed a portfolio of 200+ active clients with individual debt balances ranging from $15K to $400K+.
- Negotiated directly with creditors and collection agencies to secure favorable debt settlement terms and improve client outcomes.
- Consistently negotiated settlements resulting in approximately 25–30% reductions from clients’ outstanding debt balances.
- Built, managed, and cultivated strong professional relationships with collection firms and creditor representatives, developing rapport that supported more effective negotiations and improved settlement outcomes.
- Leveraged established relationships with collection firms to facilitate communication, expedite negotiations, and identify opportunities for more favorable settlement terms.
- Developed customized negotiation strategies based on creditor requirements, client financial circumstances, account history, and settlement objectives.
- Managed complex, high-dollar accounts requiring strategic negotiation, financial analysis, and highly personalized client communication.
- Served as a senior point of contact for clients throughout the negotiation and settlement process, providing updates and explaining settlement options.
- Handled escalated client concerns and complex negotiations, using relationship management and problem-solving skills to move accounts toward resolution.
- Managed a high-volume portfolio while maintaining strong attention to detail, confidentiality, and client service standards.
Client Relations & Debt Negotiation Specialist
Donaldson Williams Credit Services
Clinton Township, Michigan
06.2019 - 06.2021
- Managed client relationships throughout the debt resolution process, providing personalized support and guidance.
- Consulted with clients to understand their financial situations and identify appropriate debt resolution strategies.
- Negotiated with creditors and financial institutions on behalf of clients to pursue favorable debt settlement outcomes.
- Educated clients on the debt negotiation process, settlement timelines, potential outcomes, and account requirements.
- Presented and sold debt resolution services to prospective and existing clients.
- Built and maintained strong relationships with high-net-worth and financially sophisticated clients.
- Served as a primary point of contact for client questions, concerns, account updates, and ongoing support.
- Coordinated with creditors, negotiators, attorneys, and internal teams to facilitate successful account resolution.
- Prepared and reviewed financial documentation, settlement agreements, account records, and client correspondence.
- Maintained accurate and confidential client records within CRM and internal systems.
- Followed up on outstanding documentation, negotiations, settlements, payments, and client requests.
- Handled sensitive financial and personal information with discretion, professionalism, and confidentiality.
- Identified client needs and recommended appropriate solutions while maintaining a high standard of customer service.
- Managed multiple client accounts simultaneously while meeting performance, sales, and service objectives.
- Resolved client concerns and escalated complex issues when necessary to ensure a positive client experience.
- Collaborated with internal teams to improve client communication, administrative processes, and overall account management.
Education
Associate of Arts -
Macomb Community College
Warren, MISome College (No Degree) -
Wayne State University
Detroit, MISkills
- Business & Systems Analysis
- Requirements Gathering
- Data Analysis
- Workflow improvement
- AI automation
- Generative AI engineering
- SQL & MySQL
- Systems integration
- Salesforce — Certified Associate
- Project Coordination
- Client management
- Fintech & Financial Services
- Vendor & Partner Management
- Consultative sales
Timeline
Business & Systems Analyst
Brightside Benefit
03.2022 - Current
Financial Assistant
Brightside Benefit
03.2022 - 03.2024
Senior Negotiator
Donaldson Williams Credit Services
06.2021 - 02.2022
Client Relations & Debt Negotiation Specialist
Donaldson Williams Credit Services
06.2019 - 06.2021
Associate of Arts -
Macomb Community College
Some College (No Degree) -
Wayne State University