Business Process Analyst, previous CEO

Mathew Puentes

Fontana, CA

909-***-**** ǀ ******.*******@*****.*** ǀ linkedin.com/in/mathewpuentes/ ǀ Active Secret Clearance Professional Summary

A Business Process Analyst with comprehensive experience in operations management, customer service, and process optimization. Adept at assessing business performance metrics and implementing corrective actions using project evaluations across public and private sectors, including joint military operations. Army veteran. Experience

Business Process Analyst, Pitwall Technologies Inc., San Diego, CA May 2024 – Dec 2024

• Designed and implemented workflows for onboarding and helpdesk systems, integrating multi-tiered approval workflows and automating provisioning with Role-Based Access Control (RBAC).

• Facilitated decentralized weekly meetings and implemented open forums to resolve productivity barriers, fostering cross-departmental teamwork and strategic goal alignment. Synchronized sector calendars using Google Workspace for improved scheduling efficiency.

• Developed robust policies for employee offboarding to manage sensitive data across Google, Zoom, and Asana. Established clear roles for HR, IT, and department heads, ensuring compliance and data retention. Created an Asset Inventory management tool with relational databases (RDBs) and extended auditing processes to include remote workers.

• Leveraged Tableau, SQL databases, and Power BI to automate data-intensive tasks, enhance quarterly reserves analysis, and monitor investment fund performance, boosting operational insights.

• Defined departmental roles and responsibilities to align with strategic goals. Applied Lean Six Sigma principles to reengineer workflows, reducing waste and improving efficiency.

• Delivered measurable improvements in timelines and resource allocation through targeted process optimization and strategic role alignment.

Business Process Analyst, Spathe Systems LLC, Coronado, CA Nov 2023 – May 2024

• Utilized Agile, Lean Six Sigma, and Kaizen methodologies to identify process gaps and streamline workflows.

• Developed quantitative and qualitative methods to measure the impact of improvements, ensuring successful delivery of user-friendly reporting solutions.

• Provided training on Continuous Process Improvement (CPI) and Lean Six Sigma (LSS) to educate the workforce and foster a culture of innovation.

Records Manager, Spathe Systems LLC, Coronado, CA May 2021 – Nov 2023

• Supervises direct reports and ensures training needs are met and ensure proper staffing of all line operations. Database administrator and subject matter expert for Content Manager Software

• Worked with cross-functional teams and leverage LEAN manufacturing methodologies to drive processes improvement, principles, and tools

• Developed and implemented quantitative and qualitative methods for measuring the impact of process improvement and initiatives

• Translated business needs into analytics/reporting requirements, and interface with stakeholders to ensure successful delivery of end-user reporting solutions

• Provided thorough requirements documentation for user projects to ensure all processes are thought out and recorded

• Provided end-user documentation for each new process delivered. Documentation shall be delivered in the form of portal wikis, or another user friendly and easily accessible platforms Chief Executive Officer, U.S. Building Materials Corporation, Paramount, CA Jan 2019 - Jul 2023

• Made over $100,000 in revenue in the first business year. Leading day-to-day activities in a strategic direction with full responsibility for bottom line factors

• Developed policy and procedures for global product management coupled with enterprise resource planning

• Trained and instructed general staff on revenue generation standards and apply supervision to day-to-day activities

• Ensured company was meeting all legal requirements and abiding to local regulations Life Insurance Sales Agent, New York Life Insurance Company, Pasadena, CA Oct 2020 - Jan 2021

• Established a business-to-business and business-to-customer service brokerage company helping individuals and businesses with long-term planning using executive decision trees for a AAA rated company with 175+ years of service

• Increased the financial literacy of first-generation families in Riverside County providing more than $1 million dollars of insurance coverage to historically underserved communities

• Communicated in Spanish and English with business owners to manage their unique employee benefits packages and tax diversification strategies

• Designed personalized long-term care & disability insurance and financial planning portfolios for customers

• Managed company and customer finances while tracking key performance indicators Security Officer (Seasonal), Allied Universal Security Services, San Bernardino, CA Feb 2021 - May 2021

• Maintained Security clearance via engagement on federal railways protecting new cars, hazardous waste and military assets all averaging over a million dollars, successfully secured

• Excellent communication skills to diffuse arguments, customer service oriented, with the ability to remain calm, courteous, and professional in a fast-paced environment while paying close attention to detail

• Ability to exercise discretion, independent judgment and confidentiality in fulfillment of responsibilities

• Identified and reported possible threats and write clear and concise incident reports

• Controlled access to entry points by confirming authorization and identification Insurance Sales Representative, Modern Woodmen of America, Laguna Hills, CA Jun 2019 – Jul 2020

• Established and expanded expertise in a policy area sufficient to provide responsive, accurate, and expert advice and information to members

• Created budgets and plans of action to ensure longevity and financial soundness

• Joined Business Network International San Dimas Branch presenting business solutions to executives

• Entrepreneurship values, Ability to multi-tasked and managed time effectively, met deadlines and adapted to changing priorities

• Edited other consultants’ analyses, prepared and edited publications, and managed informational and oversight hearings

Satellite Communications Operator/Maintainer, United States Army Feb 2012–Feb 2020 Specialist E-4, March Air Reserve Base, -Honorable Discharge

• Coordinated and administered maintenance on $3M+ of satellite equipment for (35th Expeditionary Signal Battalion)

• Cross-trained department leaders and present technical solutions to high value assets

• Taught courses in Safety, Tactical Satellite Communications, Operations and Maintenance

• Team Leader, Camp Havoc, Iraq, Sept. 2014 – Sept. 2015

• Performed 100+ error-free cisco phone user network setups and configurations

• Provided help desk services to the Command Operations Center and joint coalition personnel which ensured communications for 300+ users saving more than $90K in contractor costs

• Served in other capacities outside assigned job as satellite communications systems operator including information technology specialist and nodal network systems operator, increased job qualifications

• Troubleshoot and resolved Phoenix communication link which maintained constant network operation while deployed to Camp Havoc, Al Asaad, Iraq resulting in 100% retention Repair Technician, Ultimate Painting Services, Los Angeles, CA Jan 2011-Jun 2012

• Provided repairs for customers in both commercial and residential contracts relating to painting needs

• Interacted with visitors and staff, give directions and respond to inquiries

• Ability to independently manage staff as well as a substantial workload under strict deadlines

• Ensured health safety compliance and account for hazardous materials Education and Training

California State University, San Bernardino

Master of Business Administration, Executive curriculum California State Polytechnic University, Pomona

Bachelor of Science, Business Administration Technology and Operations Management Certification, Airtable Builder Airtable esgfqgdurwtv Certification, Power BI Data Analyst Associate Microsoft Corporation C57OE0-2A3D58 Certification, Security, Compliance, and Identity Fundamentals Microsoft Certification, Azure Fundamentals Microsoft Corporation Certification, Power Platform Fundamentals Microsoft Corporation Certification, Lean Six Sigma Green Belt

Skills, Awards, & Affiliations

San Dimas Chamber of Commerce, Member

Cal Poly Pomona Delta Sigma Pi: Eta Chi, Founding Father Skills: Business analysis, Coaching & Training, Leadership, Problem Solving, Economic Planning, Loss Prevention, Process Improvement, Quality Control, Intercultural Communications, Business Data Analysis teaching, AI Prompting, GPT, IPv4, IPv6, SQL, RDBs, DAX, M, R, SAP, Binary

Professional Awards: Army Commendation Medal, Army Achievement Medal, National Defense Service Medal Academic Awards: SAP Student Recognition Award, Dean’s List, Veteran Student Certificate of Achievement Foreign languages: Spanish, Bilingual

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