Tenacious Master of Business Analytics candidate, adept at using analytical and managerial insights to maximize optimization. Successfully led multiple academic and professional projects, showcasing expertise in fast-paced, collaborative environments. Passionate about leveraging data-driven strategies, operational planning, and maintaining a commitment to precision and accuracy.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Marketing Research Intern
Fiduciary Accounting Services, LLC
01.2025 - 07.2025
Conducted extensive probate market research across California’s 58 counties, gathering and analyzing data on fiduciary accounting cases involving trusts, estates, and conservatorships to define business development opportunities.
Managed referral recognition programs by verifying client lists, preparing personalized gifts, and maintaining CRM records to enhance client relations. Additionally, I assisted in the development of a new marketing department role by documenting workflows, outlining best practices, and defining required skill sets
Synthesized research data into actionable insights, and presented findings to executive leadership to inform decisions around market share and referral trends, paralleling retail market trend tracking
Data Entry Specialist
Fiduciary Accounting Services, LLC
09.2023 - 01.2025
Recorded detailed financial transactions for trusts, estates, and conservatorships, sorting and organizing client records, and identifying missing information, records, and documents on individual cases.
Corrected data entry errors to prevent later issues, such as duplication or data degradation.
Systematically recorded and reviewed confidential data, contributing to maintaining data integrity.
Worked independently on shifting deadlines, demonstrating the ability to handle multiple priorities.
Admissions Operations Assistant
Saint Mary's College of California
06.2022 - 09.2023
Assisted with data entry projects, transcript evaluations, and filing processes.
Collaborated with other departments to foster smooth operation of daily processes.
Education
Master of Science - Business Analytics
Saint Mary's College of California
Moraga, CA
10-2025
Bachelor of Science - Communications
Saint Mary's College of California
Moraga, CA
05-2024
Skills
R Studio: Proficient in using R Studio to apply various statistical methodologies to analyze business decisions, such as conducting a time series analysis, and forecasting
Python: proficient in Python programming with experience in covering variables, flow control, functions, loops, file I/O, debugging, and data structures (lists, dictionaries, tuples) Applied Python for data analytics and visualization, building foundational skills in exploratory data analysis (EDA), data modeling, and insight generation
Cloud computing: design and deploy scalable cloud architectures using platforms like AWS, and implement cloud security best practices to safeguard data, applications, and infrastructure within cloud environments
Tableau: Experienced in creating dynamic dashboards and visual reports using Tableau, with a focus on translating complex data into actionable business insights
SQL: applied SQL to enhance database management by implementing security permissions, optimizing query performance through indexing and partitioning, and ensuring data integrity with constraints and transactional control
Microsoft Excel: experienced in streamlining workflows and automating repetitive tasks in Excel through advanced formulas, conditional logic, and data validation techniques
Mondaycom: streamlined project tracking and improved team productivity by organizing tasks and deadlines
Detail oriented, with a strong focus on maintaining data integrity and accuracy across internal records
Collaborative communicator with experience working with a variety of departments, creating cross-functional partnerships
Strategic at managing shifting priorities in fast-paced environments