Kelly Olivas
Accenture Federal Services
San Antonio,TX
2
Languages
1
Certification
4
years of professional experience
Business and Financial Management professional with experience supporting federal government proposals, pricing strategy, financial forecasting, contract operations, and business transformation initiatives. Seeking consulting opportunities focused on business transformation, strategy, and client engagement.
Work History
Project Financial Management Analyst | Business Analyst
1 Year 11 Months- Support pricing, financial management and contract operations for million-dollar federal government proposals, contributing to business growth, financial forecasting, and proposal execution.
- Manage proposal lifecycle activities, including pricing development, opportunity tracking, and workflow governance using Jira, Compass, and Power BI.
- Develop financial forecasts and pipeline analyses to support leadership decision making and improve financial forecast.
- Support invoice processing platform and contract execution activities, providing end-to-end visibility into post-pricing financial operations.
- Partner with cross-functional stakeholders to ensure alignment between pricing strategy, contract requirements, and business objectives.
- Improve operational efficiency by leveraging Microsoft Copilot, Power Automate, and Claude to streamline reporting and business processes.
Investments Operations Associate II
1 Year 2 Months- Developed monthly and year-end production for financial advisors utilizing Cognos Analytics, Microsoft Access, and Wealthscape.
- Analyzed financial advisor payroll commission statements, including referrals for new accounts opened by bankers, providing indicators to increase performance.
- Provided timely and accurate financial documentation during the audit process to EY.
- Prepared Assets Under Management report for executives, providing the total market value of the investments managed by Frost Brokerage Services on behalf of investors’ performance.
Transportation Manager II
9 Months- Direct management of midsize driver count ensured safe and timely service movement of freight, by providing outstanding leadership.
- Completed administrative duties such as payroll, analyzed P&L, and created operational reports. Collaborated on backhaul project to increase customer revenue.
Education
Bachelor of Business Administration - Finance
Bachelor of Business Administration - Management
Skills
Problem Solving
Cross Functional Communication
Strategic Thinking
Client Engagement
Adaptability
Relationship Building
Time Management
Technical Skills: Excel (Advanced)
Power BI
Claude
Microsoft Copilot
Compass
Jira
Languages
Spanish (Native/ Fluent)
English (Fluent)
Certification
Microsoft AI Transformation Leader
Timeline
Project Financial Management Analyst | Business Analyst
Accenture Federal Services
09.2024 - CurrentRead More
Investments Operations Associate II
Frost Bank
06.2023 - 08.2024Read More
Transportation Manager II
J.B. Hunt
09.2022 - 06.2023Read More
Texas Tech University, Rawls College of Business
Bachelor of Business Administration from Management
Read More
Texas Tech University, Rawls College of Business
Bachelor of Business Administration from Finance
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