Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
10
10
years of professional experience
Work History
Associate Team Leader
H&R Block
11.2024 - Current
Applied agile methodology to shorten cycle time and achieve target margins.
Coached teams in Agile practices and provided necessary training to create positive mindset to Agile methodologies.
Worked closely and listened to team members' feedback to identify issues and resolve conflicts.
Managed work and project responsibilities by assigning tasks to internal individuals and external teams.
Researched tax issues and stayed current on all federal and state tax laws.
Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
Interacted with internal customers to understand business needs and translate into requirements and project scope.
Analyzed data to identify root causes of problems and recommend corrective actions.
Business Analyst
AllPhase Development LLC
08.2024 - Current
Generated standard and custom reports to provide insights into business performance.
Generated ad-hoc reports to evaluate specific business requirements.
Gathered, documented, and modeled data to assess business trends.
Reviewed internal systems and organized training plans to address areas in need of improvement.
Maximized performance by monitoring daily activities and mentoring team members.
Led cross-functional teams to successfully complete projects.
Utilized advanced querying, visualization and analytics tools to analyze and process complex data sets.
Worked with stakeholders to develop quarterly roadmaps based on impact, effort and test coordinations.
Identified, measured and recommended improvement strategies for KPIs across business areas.
Data Analyst Trainee
California State University, East Bay
01.2023 - 05.2024
Used statistical methods to analyze data and generate useful business reports.
Created data models to support decision-making processes.
Identified patterns and trends in large data sets and provided actionable insights.
Developed complex dashboard and reporting tools to track business performance metrics.
Utilized data visualization tools to effectively communicate business insights.
Designed and developed data pipelines to acquire, clean and process data.
Collaborated with stakeholders to identify business needs and data sources.
Analyzed data to identify root causes of problems and recommend corrective actions.
Created dashboards to monitor and track key performance indicators.
Senior Fraud Analyst
HSBC Global Banking and Markets
06.2018 - 06.2022
Analyzed large amounts of data to find patterns of fraud and anomalies.
Developed and implemented a fraud detection model that reduced fraudulent transactions by 25%, resulting in annual savings of over $500,000.
Led a cross-functional team of fraud analysts located in multiple geographical regions, ensuring seamless communication and collaboration across time zones.
Managed day-to-day operations in fraud detection and prevention, driving actionable insights from data analysis to mitigate fraud risks and safeguard company assets.
Streamlined transaction monitoring processes, improving efficiency and enabling more precise identification of fraudulent activities.
Insurance Claims Analyst
HSBC Global Banking and Markets
04.2015 - 05.2018
Directed and coordinated various investigations conducted by field investigation team.
Optimized the claims processing system, achieving a 15% reduction in average claim settlement time, resulting in annual cost savings of $200,000 and a 20% increase in customer satisfaction scores.
Strengthened stakeholder engagement and collaboration by conducting thorough audits and implementing effective training programs, enhancing overall compliance.
Analyzed and streamlined the payment processing workflow, identifying and addressing obstacles to increase the speed and reliability of payment processing.
Education
Master of Science - Business Analytics
California State University, East Bay
Hayward, CA
05-2024
Skills
Business process improvement
Business solutions development
Predictive modeling
Gap analysis
Analytical thinking
Data analysis
BI tools expertise
Decision-making
Risk assessment
Time management
Reporting and documentation
Data mining
Problem-solving
Forecasting and planning
Timeline
Associate Team Leader
H&R Block
11.2024 - Current
Business Analyst
AllPhase Development LLC
08.2024 - Current
Data Analyst Trainee
California State University, East Bay
01.2023 - 05.2024
Senior Fraud Analyst
HSBC Global Banking and Markets
06.2018 - 06.2022
Insurance Claims Analyst
HSBC Global Banking and Markets
04.2015 - 05.2018
Master of Science - Business Analytics
California State University, East Bay
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