Business Analyst Data Management

Qualifications Summary

•I am a Dynamic financial professional with over 12 years of experience in banking, finance, Treasury Solutions and data management and analytics, with knowledge of AI and fintech applications. Proven track record in supporting over $1 billion in annual revenue through strategic business analysis and technology integration. Bilingual in English and Spanish, skilled in collaborating with teams to enhance operational efficiency and drive innovation in data-driven solutions.

Languages: Fluent in English and Spanish

•Professional Experience

BankUnited, Miami FL (Fulltime) Jan 2023 – Feb 2025

Technology Business Relationship Associate

•Build a strong internal network and cultivate close relationships with all key stakeholders including lines of business and IT partners.

•Serve as a liaison between lines of business and IT (engineers, architects etc.), translating complex technical language into actionable business insights to facilitate mutual understanding and cooperation.

•Led discovery projects, developing technical roadmaps that enhance operational efficiency by 20%.

•Led all phases of the implementation process for internal applications, including requirements gathering, design, development, testing, and post-implementation support, ensuring seamless integration and alignment with business objectives.

•Identify and implement process improvements that streamline workflows and increase overall efficiency.

•Create and implement dashboards utilizing Power BI to track project average cycle times, providing visibility into project status and improving decision-making processes.

•Demonstrated hands-on experience in payment systems and SaaS implementations, with expertise in ACH, Fedwire, and RTP technologies, driving efficient transaction processing and enhancing financial operations.

•Managed multiple Jira boards to track project statuses, resulting in an improved project alignment efficiency by 15%.

Citigroup, Miami, FL (Fulltime) Dec 2018 to Jan 2023

TTS Senior Business Analyst office of the COO to the Head of Sales LATAM

•Analyzed and forecasted financial performance, contributing to over $1 billion in annual revenue through actionable, data-driven strategies.

•Develop and automated scorecards for the sales team providing critical insights into performance metrics and facilitating informed decision-making.

•Collaborated with LATAM teams to deliver insights that informed product strategies, enhancing market responsiveness and alignment with regional dynamics.

•Created essential dashboards for 21 countries in LATAM, providing critical insights into performance metrics and facilitating informed decision-making.

•Played a key role in the budgeting and forecasting process, collaborating with cross-functional teams to develop financial projections and allocate resources effectively, enhancing overall financial planning and performance evaluation.

•Engaged in cross-functional meetings to align business objectives with technology solutions, ensuring comprehensive support for sales initiatives.

Mastec Network Solution, Miami, FL Jan 2017 to Dec 2018

Financial Analyst

•Prepared monthly management financial reports, including forecasts, variance analyses, and revenue trend analyses that informed strategic decision-making.

•Utilized Profit and Loss (P&L) reports to assess financial performance and guide decision-making, ensuring alignment with corporate objectives and optimizing resource allocation.

•Designed and implemented financial models using VBA and advanced Excel techniques, enhancing forecasting accuracy and operational insights.

•Analyzed new business opportunities and developed profitability models for AT&T contracts, focusing on operating margin and EBITDA forecasts to drive project viability.

•Conducted comprehensive margin analysis of active and completed projects, identifying trends that supported enhanced profitability and resource allocation.

•Conducted ad-hoc analyses for the operations team, delivering actionable insights that influenced strategic directions and operational efficiency.

•Mined financial and non-financial data to produce reports and presentations for executives, improving visibility into performance metrics and supporting informed management decisions.

Citigroup, Miami, FL Mar 2015 to Jun 2016

Treasury & Trade Solutions Business Analyst

•Preparing financial reports and presentations for senior management and stakeholders.

•Utilized oracle answers, excel, macros, and power point to analyze revenue, pipeline, and other metrics.

•Analyzed monthly P&L status for Latin American operations to identify deviations from targets, analyze root causes and help executive management.

•Conduct ad- hoc and ongoing research projects related to strategic initiatives, analyzed, and organize client flow information coming from different sources, both internal and external, to support the sales initiatives and calling plans established based on those findings.

•Assist in the preparation of senior monthly reviews of that progress, at local and regional level.

•Assist Regional Solution Sales Managers with data, decks related to treasury solutions (Cash Management Solutions), senior client calls and regional relationship reviews.

Automatic Data Processing (ADP), Miami, FL Jul 2014 - Feb 2015

Financial Analyst

•Compiled and analyzed financial information for organizations.

•Provide detailed analytical support to help the company make informed decisions.

•Created and analyzed monthly, quarterly, and annual reports and ensure financial information has been recorded accurately.

•Worked on pricing (RFP) for existing deals and working with the service teams on adding pricing to the system.

•Utilized excel to analyze billing data utilizing formulas, pivot tables and macros.

Apprisen –CCCS, Pinecrest, FL May 2013 – July 2014

Financial Services Specialist

Collected demographic data and utilize Excel to enter financial information regarding client’s financial information and run financial reports.

Met with clients in person, by phone, or electronically to counsel them about their financial affairs including budgeting, credit education, and housing/mortgage.

Reviewed and analyzed client's personal financial information including income, budget, and debt to create an action plan to help them achieve financial stability.

Represented Apprisen in their local communities and deliver financial education presentations to employees and community groups.

Education

•Bachelor of Science in Business Administration from Florida International University, Miami, FL

oFinance and Business Management

•Minor in Economics

Certifications

•Certified Treasury Professional, CTP

•Fintech Certification, Harvard,

•AWS Cloud Essentials Certified

Core Competencies

•Strategic Financial Analysis, financial modeling & forecasting, Treasury and Trade Solutions

•AI Integration: Familiarity with AI applications to enhance operational efficiency.

•Technical Proficiency: MS Excel, Power BI, SQL, VBA, Jira, Visio.

•Fintech Expertise: Knowledgeable in contemporary financial technologies, underscored by a fintech certification from HarvardX.

•Collaborative Communication: Strong interpersonal skills for effectively partnering with cross-functional teams.

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