Experienced Senior Business Analyst with a robust background in data analysis and process optimization. Known for leveraging agile practices to deliver impactful solutions and enhance compliance across various projects.
Overview
27
27
years of professional experience
Work History
Senior Business Analyst/Product Owner
TIAA
Denver, Colorado
02.2018 - 10.2025
Analyzed business requirements to improve operational efficiency and effectiveness.
Collaborated with stakeholders to gather and document functional specifications.
Developed process models to visualize workflows and identify improvement areas.
Utilized data analysis tools to interpret trends and support strategic decision-making.
Mentored junior analysts on best practices in data analysis and project execution.
Conducted gap analysis between current state processes and desired future state processes.
Analyzed existing systems and processes to identify gaps and recommend actionable improvements.
Performed root cause analysis to determine underlying issues in complex problems.
Documented test cases for validating system functionality against user requirements.
Worked closely with clients to ensure their satisfaction with the delivered product or service.
Identified opportunities to automate manual processes using technology solutions to enhance efficiency.
Designed use case scenarios to demonstrate how users interact with the system or application.
Monitored project progress using metrics such as timeline, budget, resources utilization.
Collaborated with IT teams on the development of applications based on business requirements.
Pinpointed inefficiencies in business processes and recommended improved policies.
Performed daily, weekly, and monthly reviews and analyses of current processes using operational metrics and reports.
Created, analyzed, and validated detailed functional specifications.
Quality Assurance Analyst
TIAA
Denver, Colorado
08.2014 - 02.2018
Reviewed regulatory documents to ensure compliance with industry standards.
Developed training materials for staff on compliance procedures and regulations.
Conducted audits to assess adherence to regulatory guidelines and policies.
Developed and maintained regulatory compliance program, ensuring ongoing adherence to industry standards.
Conducted internal audits of processes and procedures to assess compliance with relevant regulations.
Assisted in training programs for employees on regulatory changes, facilitating understanding of their impact on business practices.
Created MACRO to automate data extraction for manual confirmation statements, enhancing accuracy and efficiency.
Created complex mail merges to send 10b10 confirmation statements on T+1
Provided guidance to two employees on the 10b10 process, fostering their professional development.
Team Lead/ Operations
TIAA
Denver, Colorado
03.2010 - 08.2014
Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
Trained new staff on processes and procedures, enhancing business continuity between Charlotte and Denver.
Resolved escalated customer complaints or queries promptly and efficiently.
Monitored team progress and enforced deadlines.
Assisted the manager in setting achievable goals for the team while monitoring progress towards them.
Sought and implemented process improvements to enhance efficiency.
Motivated staff using positive reinforcement techniques to maintain high morale and engagement.
Supported the manager in developing plans for future projects, initiatives and objectives.
Collaborated with management team to implement new work procedures or policies.
Offered training and support to keep team members motivated and working toward objectives.
Reviewed completed work to verify consistency, quality, and conformance.
Earned leadership promotion by demonstrating strong work ethic and delivering outstanding customer support.
Monitored team workload to prevent burnout and ensure equitable task distribution.
Fostered a culture of continuous improvement by encouraging team innovation and efficiency.
Oversaw training and development programs to enhance team skills and knowledge.
Delegated daily tasks to team members to optimize group productivity.
Organized team activities to build camaraderie and foster pleasant workplace culture.
Implemented quality control measures to uphold company standards.
Business Operations Associate
TIAA
Denver, Colorado
04.2005 - 03.2010
Process IRA contributions which include Traditional, Roth, SEP, SIMPLE plans.
Provided technical advice on IRA rules and regulations internal staff.
Processed all transactions accurately and on time according to established guidelines.
Identified process improvement opportunities from customer feedback, enhancing service delivery.
Guided staff on tax-related IRA issues, ensuring compliance and clarity.
Generated regular management reports to inform strategic decision-making.
Performed research to address customer inquiries regarding IRAs.
Created a MACRO to pull hourly cash drops and assign them to assocaties.
Asset transfer/ Rollover Specialist
TIAA
Denver, co
03.2003 - 04.2005
Reviewed applications for completeness and accuracy before submission.
Identified needs of customers promptly and efficiently.
Assist clients in understanding rollover options for retirement accounts.
Process and facilitate the transfer of assets between financial institutions.
Ensure compliance with regulatory requirements and company policies.
Guided clients on tax implications and benefits of rollovers to optimize financial outcomes.
Collaborate with financial advisors to optimize client asset management strategies.
Imaging Associate
TIAA
Denver, Colorado
03.2000 - 03.2003
Processed and organized imaging requests for efficient workflow management.
Operated imaging equipment to ensure high-quality document capture.
Collaborated with team members to streamline imaging procedures, resulting in improved workflow.
Reviewed scanned documents for accuracy and completeness before final submission.
Trained new staff on imaging protocols and equipment usage, fostering consistency across operations.
Implemented best practices for document handling to maintain data integrity and security.
Ensured that all quality control checks were performed in accordance with established guidelines.
Conducted training sessions for personnel using imaging systems and software applications.
Troubleshot imaging equipment issues, identifying root causes and implementing corrective actions to minimize downtime.
Mail Processing Clerk
TIAA
Denver, Colorado
10.1998 - 03.2000
Process incoming and outgoing mail efficiently for timely delivery.
Operate sorting machines to categorize mail accurately.
Maintain organized records of processed mail and packages.
Collaborated with team members to streamline workflow.
Inspect mail for proper addressing and postage compliance.
Trained new staff on mail processing procedures to enhance team efficiency.
Communicate with departments to resolve mailing issues promptly.
Fed letters into automated processing equipment to ensure efficient sorting.
Operated mail processing equipment and manually sorted mail.
Addressed customer inquiries regarding shipments or orders to ensure satisfaction.
Operated postage machines to affix stamps onto envelopes.
Received, sorted and organized incoming letters and packages.
Coordinated interoffice mail distribution to multiple locations.
Sorted and distributed incoming mail to appropriate departments and personnel.
Trained new staff on mailroom procedures and proper equipment operation.