Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Kaylee Birtch

Raleigh,NC

Summary

*Relocating to Raleigh, NC December, 2025*

Analytical operations professional with 3+ years of experience in vendor management, financial process analysis, and regulatory compliance. Known for strengthening reporting accuracy, optimizing payment workflows, and driving data-backed process improvements across cross-functional teams. Skilled in resolving operational issues at their root cause, and improving efficiency in complex financial environments. Adept with Excel, Power BI, Alteryx, and vendor lifecycle operations.

Overview

9
9
years of professional experience

Work History

Commercial Equipment Finance Business Analyst II

M&T Bank
Buffalo, New York
03.2025 - Current
  • Build monthly profitability, margin, and sales activity reports using Excel and Alteryx; reconcile system data and troubleshoot discrepancies, improving the accuracy of financial reporting used by sales and leadership.
  • Audit complex sales pricing files (SuperTrump/T-Value) for structuring and regulatory accuracy, preventing errors before deal approval.
  • Improved reporting efficiency by creating Alteryx workflows that flag duplicate and inconsistent data across multiple systems.

Vendor Management Analyst I | Ops Program Trainee

M&T Bank
Buffalo, New York
04.2023 - 03.2025
  • Managed approx. 50 vendor relationships including settlement agents, ensuring accurate, timely monthly/quarterly/yearly invoice processing and issue resolution.
  • Partnered with Accounts Payable and Procurement to streamline the Ariba purchase order invoicing workflow, reducing recurring payment errors and delays.
  • Delivered quarterly and annual vendor expense reporting to Directors, improving visibility into spend trends and budgeting accuracy.
  • Led the Fair Lending audit for 200+ vendors; redesigning document collection workflows to improve regulatory accuracy and efficiency.
  • Created new process documentation and training materials to close consistency gaps across vendor payment operations.
  • Completed a 12 month rotational development program focused on operations, process improvement, and enterprise risk awareness.

Campus Recruitment Coordinator

M&T Bank (contracted through Acara Solutions)
Buffalo, New York
09.2022 - 04.2023
  • Managed high-volume interview scheduling and candidate communication for internship and early career programs.
  • Maintained Workday pipelines, Excel tracking, and contributed to improvements in scheduling workflows.
  • Assigned as the trainer for new-hire coordinators.

Customer Service Associate

Wegmans
Buffalo, New York
10.2016 - 09.2022
  • Supported daily operations in multiple departments, including inventory, ordering, sales projections, and staffing.
  • Selected for the Wegmans Management Internship program.

Education

B.S., Business Management - Human Resources Management

Niagara University
Lewiston, NY
05-2022

Skills

  • Excel reporting
  • Alteryx
  • Data analysis
  • Vendor management
  • Process improvement
  • Regulatory compliance
  • Root cause analysis
  • Effective communication

Affiliations

Niagara University - Alpha Sigma Alpha, Zeta Chi
Standards Chairman and Secretary (2019-2022)

Interests:
Personal finance, fitness & health, reading, interior design & fashion

Timeline

Commercial Equipment Finance Business Analyst II

M&T Bank
03.2025 - Current

Vendor Management Analyst I | Ops Program Trainee

M&T Bank
04.2023 - 03.2025

Campus Recruitment Coordinator

M&T Bank (contracted through Acara Solutions)
09.2022 - 04.2023

Customer Service Associate

Wegmans
10.2016 - 09.2022

B.S., Business Management - Human Resources Management

Niagara University
Kaylee Birtch