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Work Background
VP KYC Lead Operations Analyst
CitiVP KYC Lead Operations Analyst
Aug. 2017Irving, Texas · Hybrid• Lead the development and management of reporting and analytics for the Know Your Customer (KYC) program for both the both Cards and Retail Bank divisions. • Conduct in-depth analysis using SQL and SAS for the KYC Operations team, collaborating closely with the Compliance and Control team to identify data anomalies and formulate strategies for mitigation. • Lead role in uncovering data integrity issues to ensure compliance with the Consent Order, providing data results to senior management. • Collaborate with cross-functional teams to streamline processes and enhance data quality, resulting in improved efficiency and effectiveness of the KYC program.
Senior Business Analyst (Consultant)
Axelon Services Corporation / CitibankSenior Business Analyst (Consultant)
Dec. 2014 - Mar. 2017Irving, Texas · Remote• Spearheaded the development of analytical reports and scorecards using Oracle SQL and SAS/SAS Studio for the KIWI Analytics team, contributing to strategic decision-making by identifying bottlenecks, best practices, and operational efficiencies. • Pioneered the creation of a prototype Tableau Dashboard, leading the initiative to explore its potential implementation within KIWI Analytics. Designed reports and scorecards aimed at managing key performance indicators (KPIs) within the KYC team. • Managed the Population Management process, automating the analysis and disposition of over 98% of records for reconciliation between source systems. Continuously enhanced the process, resulting in a 75% reduction in throughput time and significant operational efficiencies. • Provided expertise in understanding data across ten reports, leading analysis efforts and offering requirements, guidance, and direction to optimize data management processes.
Senior Business Analyst (Consultant)
JPMorgan Chase & Co.Senior Business Analyst (Consultant)
Sep. 2013 - Aug. 2014Provide leadership in the development of requirements for CFPB/HUD/CFL Requests and other non-regulatory exams including writing the Business Requirements Document (BRD) and Business Requirements Matrix (BRM) and managing the project. Provide leadership for IT, UAT and business to drive project to completion. Responsible for Monthly HUD credit reporting for senior management using SAS and SQL.
Senior Business Analyst - Product Analytics
Populus Financial GroupSenior Business Analyst - Product Analytics
Nov. 2011 - Aug. 2013Irving, TX · On-siteAnalyze portfolio performance across multiple dimensions, identify trends and make business recommendations to increase profitability and minimize risk. Provide analysis of marketing tests and promotions and recommend strategy to improve sales and reduce loss exposure. Evaluate and report key business performance metrics across the organization. Analyze and report on the various factors that drive higher loan conversion and margin. Improve the quantity and quality of approved loans by carefully analyzing decline criteria and business rules.
Business Analysis Manager
PepsiCoBusiness Analysis Manager
Mar. 2008 - Mar. 2011Plano, Texas, United States · On-siteDeveloped scorecards for business teams that enabled improved sales execution, using a variety of disparate data sources to report sales results, ASN, DEX, and other supply chain metrics. Led business teams to understand business solutions for ad-hoc projects and analysis to meet customer requirements for pricing, in-stock, sales overlap reporting, and order cycle time. Designed databases to analyze data and provided advanced metrics for reporting, using spreadsheet models with menu-driven reports that gave valuable and actionable information to sales teams. Managed RSI vendor data for several retailer accounts to ensure data integrity and analytical focus, and assisted sales team with report requests and understanding and use of POS data. Gained experience with CPG data, including IRI, Retail Link, Star 2.0, Spectra, and point-of-sales data. Replaced tenured individual and took over a variety of advanced reports, which involved extensive VBA (visual basic) programming with ease and under minimal direction. Developed pricing scorecard to provide visibility to pricing inputs for over 165 bottlers, which resulted in a 75% increase in compliance with retailer promotions requirements. Created a scorecard for category managers to provide sales overlap reporting using data that was incomplete, disparate, and non-standard, which resulted in ability to view annual sales overlaps on three different levels at a glance.
Senior Financial Analyst
GALDERMA LABORATORIESSenior Financial Analyst
Apr. 2001 - Oct. 2005Fort Worth, Texas, United States · On-siteLed promotional lift/ROI analysis project team responsible for developing analytical framework for reporting and analysis, in addition to recommending strategy to improve ROI and $5,000,000 promotional budget. Acted as team leader for IRI data, responsible for providing financial and marketing analysis to brand manager and national account team. Analyzed and interpreted category analysis suite and provided monthly scorecard to assist NAMs in analyzing sales results and improving sales. Served as team leader for Walmart retail link, responsible for providing store-level forecast for products and improving in-stock and sales. Assisted with buyer meetings, presentations, and reporting rollback promotions, as well as other analyses requested. Provided strategy to deliver complex financial and marketing analysis models using Cognos, which involved developing reports and determining key measures and key indicators. Recommended strategy to re-market Cetaphil therapeutic hand lotion, resulting in improved sales and prevention of removal from the shelf. Developed reports using Cognos Report Net, Cognos Impromptu, Query Studio, Microsoft Access, and Excel to solve advanced financial analysis projects in support of sales and marketing. Completed and presented project results to senior management team with little or no supervision. Advocated strategy to divert promotional budget to more profitable accounts, resulting in 10% increase in ROI.
Manager, Database Marketing
HANDANGO.COMManager, Database Marketing
Jan. 2000 - Jan. 2001Identified customer analysis trends and marketing opportunities through analysis of customer database. Provided analysis on revenue-per-order, percentage of repeat buyers, and customer purchase behavior. Assisted product managers with tools and information to identify the success of existing products, as well as new products and bundles. Performed marketing program analysis, including customer profiling, response analysis, sales analysis, product/plan analysis, attrition/retrition analysis, and marketing program recommendations.
Senior Analyst, Database Marketing
VerizonSenior Analyst, Database Marketing
Jan. 1998 - Jan. 2000Provided strategic analysis reports of specific marketing campaigns to determine their effectiveness, as well as ad-hoc analysis reports, using SAS and SQL programming. Assisted market managers in monitoring and developing marketing campaigns for the Business Long Distance marketplace to increase market share. Developed industry analysis reports within telecom industry to facilitate product positioning and pricing strategy. Developed knowledge management database for competitive intelligence product comparison and strategy using Microsoft Access, including competitive financial, operational, and product data.
Senior Analyst
BNSF RailwaySenior Analyst
Jan. 1996 - Jan. 1998Supported weekly business unit forecasts and long-term strategic planning process with reports and analyses of volume and revenue trends. Created and maintained a library of SAS programs. Determined daily volume and revenue targets using weighted historical trend analysis. Provided weekly reports of key business performance measures using advanced spreadsheet functions. Designed a database input tool to facilitate development of the five-year strategic plan for inter-model business unit. Provided study of back-haul strategy for the movement of equipment, relative to cost, profitability, and operating efficiency.

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Looking to transition into Tech./. Former sales Representative and have very good Communication skilss @ @NikeStore