Summary
Overview
Work History
Education
Skills
Volunteering And Leadership
Timeline
Generic

Jon-Paul Guerra

Kissimmee,FL

Summary

Results-driven operations analyst with a strong background in financial services, data analysis, and cross-functional support. Proven experience streamlining operational processes, supporting consulting teams, and managing complex workflows in fast-paced environments. Adept at using data to inform decision-making, enhance service delivery, and drive efficiency. Strong communicator that is ready to bring a high level of precision, organization, and client-focused support.

Overview

5
5
years of professional experience

Work History

Middle Office, Hedge Fund Trade Management

BNY
04.2024 - Current
  • Collaborated cross-functionally with internal teams (risk, compliance, client services) to resolve discrepancies and enhance workflow efficiency across time zones.
  • Managed sensitive client data and confidential financial transactions in compliance with regulatory and internal security protocols.
  • Supported daily operations and project coordination for institutional clients, acting as a liaison between front office, custodians, and internal stakeholders to ensure accurate and timely trade settlements.
  • Assisted with onboarding new clients and launching new fund accounts, coordinating closely with business partners and technology teams.
  • Manage the trade capture process of 3,000+ OTC, ETD trades daily, along with the reconciliation process of these positions across systems.

Operations Analyst, Derivatives Trade Capture

BNY
07.2024 - 04.2025
  • Supported middle office client platform operations by managing trade lifecycle workflows and ensuring seamless trade processing across multiple asset classes.
  • Served as a primary liaison between clients, front office, and technology teams to address trade exceptions, platform issues, and process enhancements.
  • Led initiatives to minimize tradeflow exceptions, driving improvements in Straight-Through Processing (STP) rates through root cause analysis and cross-functional collaboration.
  • Collaborated with global stakeholders across time zones to resolve operational challenges and enhance service delivery.
  • Full-time

Area Manager II

Amazon Inc.
05.2023 - 08.2023
  • Used internal systems and reporting tools to analyze shift data and provide recommendations for operational improvements.
  • Supervised and coordinated a team of associates in a high-volume fulfillment center, ensuring operational targets were met across quality, productivity, and safety metrics.
  • Resolved real-time workflow issues with urgency and professionalism, acting as a key point of contact for frontline concerns and escalations.
  • Internship

Sales Manager

T-Mobile
09.2020 - 02.2022
  • Led a high-performing sales team, driving customer acquisition and retention through personalized service and data-driven sales strategies.
  • Managed daily operations including scheduling, inventory control, compliance, and reporting while maintaining alignment with corporate goals.
  • Utilized CRM platforms including Salesforce to track customer interactions, manage sales pipelines, and analyze team performance.
  • Balanced multiple priorities-sales, staffing, operations, and service-while meeting strict deadlines and adapting to shifting business needs.

Education

Masters of Business Administration - Finance

University of Louisiana At Lafayette
Lafayette, LA
04-2026

Bachelor of Science - Business Administration

North Carolina A&T State University
Greensboro, North Carolina
05.2024

Skills

  • Asset Management
  • Client Onboarding
  • Client Services
  • Excel
  • Power Bi
  • SQL

Volunteering And Leadership

  • BNY, Ambassador, GENEDGE - Served on the Ambassador Board of GENEDGE, BNY Mellon's Employee Business Resource Group focused on empowering early-career professionals. Supported initiatives to foster leadership development, innovation, and cross-generational collaboration. Helped plan and execute networking events, mentorship programs, and engagement campaigns aimed at strengthening the firm's inclusive and forward-thinking culture.


  • Brown Girl White Coat, Treasurer -Managed finances for non-profit organization affiliated with North Carolina A&T State University. Responsible for handling funds for fundraisers, community outreach programs and food drives for impoverished communities.

Timeline

Operations Analyst, Derivatives Trade Capture

BNY
07.2024 - 04.2025

Middle Office, Hedge Fund Trade Management

BNY
04.2024 - Current

Area Manager II

Amazon Inc.
05.2023 - 08.2023

Sales Manager

T-Mobile
09.2020 - 02.2022

Masters of Business Administration - Finance

University of Louisiana At Lafayette

Bachelor of Science - Business Administration

North Carolina A&T State University

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