Senior Business Project Management

******.*.*****@*****.*** 303-***-****

PROFESSIONAL EXPERIENCE

BNP Paribas, Colorado October 2024 – February 2025

Financial Reporting Analyst / Contract

Prepared Quarterly, Semi Annual and Annual Reports on Janus mutual funds.

Prepared Accounting entries for trial balance and researched variances in reporting.

Participated in financial audits and testing of all financial data in DFIN software.

Identified new areas for reporting and operational efficiency with new software.

State Street Bank, Remote October 2022 – March 2024

Senior Business Data Analyst / Contract

Assistant Project Manager of large system disintegration due to divestiture with PIMCO.

Wrote key project management documentation and all change orders for each release.

Collaborated across different teams to centralize systems under new API framework.

Wrote key technical documents for new API and functionality for data transfers.

Prepared Weekly Reports to Senior Managers on status of data integration projects.

Cetera Financial, Remote October 2021 – Sept 2022

Senior Business Analyst / Contract

Analyzed and documented current state vs future state from legacy to cloud Xtiva software.

Subject matter expert on financial data integration resulting from new company acquisition.

Documented all project management and software tasks in Confluence and Jira.

Evaluated operations of an acquired entity and recommended changes for better integration.

Researched all operations across five companies to identify benefits from upgrading software.

Institutional Cash Distributors (ICD), Remote March 2020 – October 2020

Investment Product Analyst / Permanent

Ran financial reporting models in SQL and exported data into Excel for testing.

Subject matter expert for all financial and investment reports and templates.

Documented all financial data in a library used by non-financial software engineers.

Researched new business opportunities for Institutional investment reporting.

Adams County Treasurer, Colorado June 2018 – March 2020

Senior Financial Analyst

Analyzed and recommended bond investments for asset allocation decisions.

Prepared cash flow projections and evaluated new software for consolidated reporting.

Denver Public Schools, Colorado May 2014 – May 2015

Senior Financial Anal

Managed 20 Federal grants for underperforming schools and tracked budget to actual.

Prepared monthly reports for senior management and quarterly reports for reimbursement.

PROFESSIONAL EXPERIENCE

Licensed Financial Advisor with RIA firms and Broker-Dealers listed below:

Cambridge Investment Research, Colorado 2015 – 2016

Cetera Advisor Networks, Colorado 2013 – 2013

Colorado Financial RIA, Colorado 2011 – 2012

Raymond James, Colorado 2010 – 2011

Kathleen Lenover RIA, Colorado 2007 – 2009

Citicorp Investment Services, California 2003 – 2005

Morgan Stanley, California 2000 - 2002

TECHNICAL and FINANCIAL SKILLS

Extensive Financial and Market analysis across different industries and companies

Subject Matter Expert in Financial Instruments, Equities, Bonds, Mutual funds, Investments

Analytical thinker in business, finance and enterprise software development environments

Prepare cash flow projections, Bank and Financial Statement Reconciliations

Develop effective presentations in Word, Excel and PowerPoint for Investors

Communicate clearly and effectively to different audiences the opportunities and risks

Quickly learn new software, investment technology, operational environments

Project Management Analyst over three years with Agile and SDLC for monthly releases

EDUCATON

University of Colorado, Boulder, CO BA International Affairs

International Affairs with Latin American Studies

Study abroad in Mexico, Intermediate Spanish

George Washington University, Washington, DC MBA International Business

International Business with Finance concentration

Won Scholarship to Brazil, Fluent Portuguese

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