Jodi Quiroz
Huntersville,NC
Summary
Business Analyst with expertise in Finance Transformation, Organizational Change Management, Knowledge Transfer, Process Improvement, and Training Enablement.
Dynamic individual with hands-on experience in Business Analytics/Finance and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
12
12
years of professional experience
Work History
Business Analyst / Training & Change Enablement Specialist
Kandha Consultants
01.2025 - Current
- Led process documentation and standardization activities supporting a global finance transformation and transition from Poland to South Africa.
- Facilitated SME interviews, knowledge transfer sessions, process walkthroughs, and stakeholder workshops to gather business requirements and document critical processes.
- Developed current-state and future-state process maps, swimlane diagrams, SOPs, job aids, work instructions, and transition playbooks.
- Documented month-end close, rebate accounting, accrual, reconciliation, financial reporting, and internal control processes across multiple functional areas.
- Created findings logs, risk registers, readiness assessments, governance trackers, transition scorecards, and executive reporting artifacts.
- Managed and coordinated virtual and instructor-led training initiatives supporting business process adoption and organizational readiness.
- Developed training materials, learning resources, SOPs, job aids, and process documentation to support user adoption and operational continuity.
- Partnered with cross-functional stakeholders, controllers, accounting managers, SMEs, and transition teams.
- Supported stakeholder engagement, change communications, training development, and adoption planning activities.
- Identified process improvement opportunities, documentation gaps, operational risks, and knowledge transfer dependencies.
- Supported development of transition governance frameworks, knowledge transfer tracking tools, and readiness reporting.
Training & Change Enablement Specialist
Catapult Employers Association
01.2025 - 10.2025
- Managed the logistics and daily operations of public training programs.
- Coordinated training schedules, instructors, participant communications, and course logistics.
- Provided direct customer support and served as a primary point of contact for learners and stakeholders.
- Oversaw training materials, systems, and administrative processes.
- Developed and standardized operating procedures.
- Served as liaison for a local government technology training account.
- Collaborated with cross-functional teams to develop learning materials and resources.
- Supported employee development, organizational readiness, and knowledge transfer initiatives.
- Supported technology-focused training programs for public sector organizations.
Senior Administrator / Treasurer II
Charlotte-Mecklenburg Schools
01.2019 - 01.2025
- Managed financial operations for accounts exceeding $1M annually.
- Performed reconciliations, budget analysis, audit preparation, journal entries, and financial reporting activities.
- Maintained 99% financial accuracy and supported successful audit outcomes.
- Served as trusted liaison to school leadership.
- Led workflow improvement initiatives.
- Developed and delivered training on financial procedures and compliance requirements.
- Managed banking transactions across general, club, and athletic accounts.
- Served as FERPA compliance officer.
- Prepared and analyzed financial reports supporting leadership decision-making.
- Coordinated annual audit activities and maintained financial control documentation.
Senior Administrative Assistant
Charlotte-Mecklenburg Schools
01.2015 - 01.2018
- Managed over 100 executive meetings annually and coordinated travel across multiple departments.
- Supported oversight of a $5M annual operating budget and expenditure tracking.
- Trained, mentored, and supported administrative staff.
- Developed budget tracking tools and reporting systems.
- Collaborated on vendor contracts and coordinated project deliverables.
- Led planning and execution of Intentional Leadership Week serving more than 250 attendees.
- Served as a key resource for executive leadership across multiple departments.
Administrative Assistant
Charlotte-Mecklenburg Schools
01.2014 - 01.2015
- Provided advanced administrative support across multiple departments.
- Coordinated meetings, calendars, communications, and scheduling activities.
- Maintained records, files, and confidential documentation.
- Prepared correspondence, reports, presentations, and meeting materials.
- Assisted with budget tracking, purchasing, and invoice processing.
- Supported department projects and special initiatives.
- Resolved administrative issues independently while maintaining confidentiality.
- Served as a key point of contact for staff, parents, vendors, and community stakeholders.
- Improved office efficiency through organization of procedures and records management.
Education
EMT Certificate - EMT
Mitchell Community College
Mooresville, NC01-2020
Associate of Arts -
Cuyahoga Community College
Cleveland, OH01-2015
Skills
- Requirements gathering
- Team collaboration
- Microsoft Office Suite
- Business Analysis
- Finance Transformation
- OCM
- Knowledge Transfer
- Process Mapping
- Training & Enablement
- Stakeholder Management
- Executive Reporting
- Project management
- Business process improvement
- Visio
- SharePoint
- Salesforce
- Copilot
- ChatGPT
- LMS
- Data analysis
Accomplishments
Warsaw Finance Transition (Poland ® South Africa)
• Month-End Close Documentation • General Ledger Processes • Reconciliations & Accruals • Governance Reporting • Readiness Tracking • Knowledge Transfer • Transition Playbooks • Risk & Findings Logs
Financial Close Transition Playbook
• Close Process Documentation • Governance Framework • Readiness Assessments • Transition Tracking
• Executive Reporting • Operational Readiness Support
Global Knowledge Transfer Program
• KT Trackers • Findings Logs • Readiness Scorecards • Operational Handoff Documentation • Adoption
Support • Stakeholder Alignment
Rebate Process Transformation
• ASF • Dealer Rebates • Clearfund • Accrual Processes • Reconciliation Controls • Process Documentation
SOEX & SMARTone Process Mapping Initiatives
• Executive Swimlanes • Future-State Workflows • System Integration Documentation • Stakeholder
Validation • Process Standardization
Timeline
Business Analyst / Training & Change Enablement Specialist
Kandha Consultants
01.2025 - Current
Training & Change Enablement Specialist
Catapult Employers Association
01.2025 - 10.2025
Senior Administrator / Treasurer II
Charlotte-Mecklenburg Schools
01.2019 - 01.2025
Senior Administrative Assistant
Charlotte-Mecklenburg Schools
01.2015 - 01.2018
Administrative Assistant
Charlotte-Mecklenburg Schools
01.2014 - 01.2015
EMT Certificate - EMT
Mitchell Community College
Associate of Arts -
Cuyahoga Community College
PROFESSIONAL DEVELOPMENT
- Organizational Change Management
- Finance Transformation
- Knowledge Transfer
- Business Process Mapping
- Training Development