As a Senior Analyst, I analyze complex processes and provide valuable recommendations for optimization. I possess strong communication skills for effectively presenting findings to both technical and non-technical business partners. I’m currently supporting the DBC Account Managements Capabilities: Balance, Balance History, Contributions, RMD, Acct Restrictions, and Acct Preferences.
Overview
11
11
years of professional experience
Work History
Senior Analyst
Fidelity Investments
12.2022 - Current
Participated in Agile ceremonies, actively working in spike stories, participating in team retrospective, and driving continuous process improvement efforts
Hold regular weekly sessions with squad lead and lead developers to review and optimize our backlog maintaining alignment with request prioritization
Collaborated in leading the multi-business unit test for Crypto efforts by setting up over 250 user cases
Documented run-to-end testing including experience platforms and API’s
Leveraged SQL, FDOT, FBSI to set up and refine test data for API enhancements
Managed and document test data processes by working directly with PI/WI business units
Assist/lead in PROD issues by gaining access to PROD test data, troubleshooting, and ensuring prioritization depending on use case
Lead analyst for current processes: Email Updates, Compromised Accts, Margin Loans, and propose solutions to reduce call loads and customer friction.
Financial Analyst
Flowserve Corp
05.2017 - 12.2022
Set up and update complex financial processes before allowing BPC users (500+ users) to load their financial data during month and close, forecasting, budgeting period
Handle internal and external inquiries and complaints submitted by finance directors and other department heads, providing outstanding customer service when resolving issues
Work directly with users through the financial cycle, assisting writing reports, data access, data loading in BPC
Lead projects with business partners, developers, and consultants to determine compatibility with various legacy systems by developing modifications and integration programs
Implement and managed process chains, data scripts, transformation files to migrate data from legacy system to BPC BW – SAP HANA database
Established work process cycle and analyzed workflow, access, information, and security requirements for system availability, utilization, and latency
Implement proactive preventive maintenance schedules to prevent unnecessary downtime during month and close period
Provide comprehensive training to internal and off-site users to optimize systems maintenance and resolve recurring issues
Run audit reports as required by internal/external auditors, always complying with standards and regulations to encourage safe and efficient use of resources.
IT Consultant
Flowserve Corp (RC Solutions LLC)
06.2013 - 05.2017
Identified, diagnosed, and resolved second-level tickets for a range of financial applications: Oracle based iExpense, BPC/Hyperion, Lotus Notes, Integrity, Basware
Trained and supported end-users with software, hardware and network standards and use processes (over 200 users worldwide) Patched software and installed new versions to maintain optimal protections against intrusion and reinforce system reliability
Conducted testing and troubleshooting for various software remotely and onsite for multiple servers to maintain operational readiness
Created documentation and scripts for IT help desk operations (first-level support)
Met architecture compatibility and guidelines through effective troubleshooting in client systems and application servers
Led cross-functional teams to analyze and understand enterprise-wide operational impacts and opportunities of product enhancements and application updates
Collaborated closely with upper management to drive strategy through development and implementation of new processes
Discussed project progress with customers, collected feedback on different stages and directly addressed concerns.
Education
Bachelor’s of Science in Computer Science -
University of Texas at Tyler
05.2013
Associate of Arts in Computer Science -
Tyler Junior College
08.2011
Skills
Insomnia/Postman
Snowflake
Miro
Confluence
SQL Server Database
Jira
Microsoft Visual C
Software Management
Application Configuration
Judgment and Decision Making
Critical Thinking
Complex Problem-Solving
Programming languages (Java, C#, C)
SAP Solution Manager
Blackline
SAP HANA
SAP GUI
Awards
2023 Q2 Excellence in Action, Westlake
Training
BW310 – SAP BW Powered by SAP Hana: Enterprise Data Warehousing (Oct 2018)
Data Acquisition – BPC 11 BW/HANA Administration (Feb 2019)
Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)