Results-driven business consultant with expertise in collaborating with project management to address priorities and resolve challenges. Skilled in delivering data-driven insights to enhance operational efficiency and reduce costs.
Overview
12
12
years of professional experience
Work History
Sr. Business Consultant
Ernst & Young
Charlotte, USA
06.2024 - Current
Partner with business and project management to align on strategic priorities and overcome operational challenges
Leverage data analysis and operational expertise to deliver actionable insights that enhance efficiency and reduce costs
Sr FPO Business Analyst
Duke Energy
Charlotte, USA
08.2022 - 06.2024
Managed and resolved customer inquiries for the PowerPlan application, providing technical support and troubleshooting for over a 1,000+ end users, resulting in improved user satisfaction and reduced support backlog
Lead projects to resolve application-related issues to ensure on-time delivery of project milestones and business-critical deadlines
Utilized data management tools to write and execute SQL queries in Oracle databases for data extraction and analysis, enabling timely identification and resolution of data-related issue
Forecasted, reported, and remitted monthly investor payments for securitized commercial mortgage loan pools in compliance with Commercial Real Estate Finance Council (CREFC) IRP standards
Monitored loan-level principal and interest advances, payment statuses, and contractual compliance to ensure portfolio performance and minimize risk exposure within CMBS structures
Coordinated with institutional investors, financial institutions, and third-party investment groups to ensure timely processing and wire transfer of financial transactions
Operational Risk Consultant
Wells Fargo
Charlotte, USA
12.2014 - 09.2015
Reviewed and validated sub-servicer remittance reports to ensure compliance with servicing agreements and Pooling and Servicing Agreements (PSAs)
Investor Billing Specialist
Brown Brothers Harriman
Boston, USA
01.2014 - 06.2014
Verified client assets under custody, fund accounting, transactions, and fees in collaboration with the client relationship manager to ensure accuracy and adherence to fee schedules
Tax Reclaim Specialist
Brown Brothers Harriman
Boston, USA
06.2013 - 12.2013
Profiled eligible positions of financial institutions holding U.S. securities and applied appropriate tax rates to optimize U.S. withholding tax benefits for clients.
Education
Masters - Business Administration
University of South Carolina
Columbia, SC
12.2022
B.S. - Business Administration
Xavier University
Cincinnati, OH
12.2013
Skills
Advanced proficiency in Microsoft Office Suite, including Excel (pivot tables, VLOOKUP, IF statements), Word, PowerPoint, and Outlook
Experienced in Oracle SQL Developer for optimizing database management and executing complex queries
Proficient in the PowerPlan application for asset-intensive industries
Knowledgeable in PeopleSoft ERP, focusing on utility project costing and general ledger functions for accurate financial tracking
Understanding of ServiceNow IT Service Management platform administration
Strong data analysis capabilities, leveraging Excel to dissect complex datasets and uncover actionable trends
Expertise in financial reporting, delivering performance metrics to support strategic decision-making