Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
HumanaSr. Business Analyst
Sep. 2024United States, TampaRedesigned enterprise mobility operations through strategic analysis, Agile leadership, and cross-functional collaboration to improve efficiency, scalability, and user support.
Process Optimization & Scalable Design: Led value stream mapping of mobility workflows (procurement, upgrades, transfers, terminations) and partnered with Telecom Expense Management vendor to define a future-state model. Optimized key processes (release of liability, M&A, invoicing, executive management, forensics and support) and documented flows in Lucidchart and Microsoft Loop to align cross-functional teams and enhance operational scale.
Agile Delivery & SAFe Facilitation: Facilitated Agile ceremonies within the SAFe framework—including stand-ups, retrospectives, sprint demos, ART demos, and PI Planning—to drive alignment and continuous delivery. Managed feature and backlog refinement, capacity planning, and prioritization using Azure DevOps (ADO), ensuring transparency and velocity across teams.
Product Launch & Support Strategy: Partnered with Go-to-Market Communications to deliver product launch messaging and readiness plans. Designed a streamlined help desk support model, improving user experience and operational response time.
MagnitSr Business Analyst/Product Owner
Apr. 2023Tampa, Florida, United StatesAt Magnit Global, drove business analysis and product ownership initiatives to streamline operations, enhance data systems, and support strategic growth through automation and innovation. Business Process Optimization: Led global business assessments (NAM, EMEA, APAC) and value stream mapping in MS Visio to streamline AR, AP, Cash Management, Treasury, Accounting, Tax, FP&A, and VMS workflows—reducing waste and improving efficiency by 25%. Strategic Product Ownership: Converted business requirements into Jira user stories with acceptance criteria. Prioritized backlog using Kanban to align with strategic goals and support a seamless data system transition. Digital Transformation Leadership: Spearheaded the migration from PeopleSoft and Salesforce to Snowflake, Sigma, and Anaplan—streamlining financial reporting processes, improving data accuracy by 40%, and reducing cycle times by 30%. AI & Intelligent Automation Strategy: Assessed GenAI and RPA use cases in AR and Cash Management, recommending solutions to improve communication, reduce unapplied cash, and enhance operational efficiency.
ABM IndustriesProject Manager/Solution Owner
Aug. 2022 - Dec. 2022Tampa, Florida, United StatesRecruited as a Project Manager to oversee current project scope of work and lead Power BI dashboard implementation. Cross-Vertical Project Leadership: Oversaw 35 projects across aviation, tech, education, and healthcare. Led Power BI dashboard implementation using Power Apps and Power Automate, improving project tracking and stakeholder communication. Solution Ownership: Directed vendor sourcing and led Scrum pilot sprints, achieving a 20% faster time-to-market and 15% cost reduction through agile delivery and proof-of-concept execution.
Wintrust MortgageBusiness Analyst
Mar. 2022 - Jun. 2022Tampa, Florida, United StatesRecruited as Senior Business Analyst for firm wide Agile implementation, to gather requirements and develop BRD and FRD documentation for Encompass Mortgage Software. Stakeholder Discovery: Led stakeholder discovery meetings to define business, functional, and technical requirements, driving the iterative development of Business Requirements Documents (BRD) and Functional Requirements Documents (FRD) for Encompass Mortgage Software. Cross-Functional Collaboration: Collaborated with cross-functional teams, including appraisal groups and third-party vendors like Appraisal Shield, to ensure seamless software integrations tailored to complex mortgage processing needs.
REEFFinancial Business Analyst
Jun. 2021 - Mar. 2022Miami, Florida, United StatesRecruited as Financial Business Analyst for an enterprise-wide initiative to integrate 34 systems—including Asana, Salesforce, Tableau, Galley, Orderlord, Coupa, RMS, and Paycom—into Microsoft Dynamics ERP. Supported all phases of the SDLC, including requirements gathering, analysis, design, testing, deployment, and training. Developed financial processes, user training materials, and documentation to support adoption and compliance. Business Requirements Gathering: Facilitated cross-functional discovery sessions across multiple business units to elicit and define over 800 business requirements. Managed 500+ Jira tickets using MoSCoW prioritization to establish clear acceptance criteria and streamline delivery. Stakeholder Training and Artifacts: Developed training materials and project artifacts in Confluence for end users and stakeholders. Delivered targeted training to project teams on financial models and forecasting logic to support adoption and alignment. Created wireframes using MS Visio and assisted with process development while ensuring compliance with data privacy governance. Process Optimization and Security Compliance: Assisted project management and development teams in identifying key requirements, developing financial policies, and working with security teams to ensure system requirements aligned with risk management policies.
CitiBusiness Analyst/Product Owner
Dec. 2013 - Mar. 2020Tampa, Florida, United StatesLed enterprise-scale product ownership and business analysis efforts across high-risk financial systems, with a focus on compliance, operational efficiency, and global stakeholder alignment. Oversaw Citi’s Account Reference Architecture (ARA), managing an integrated OLTP ecosystem (Oracle FLEXCUBE, ABACUS 360, TLM, Recon Frontier, SWIFT). Improved SLA resolution rates from 80% to 98%, resolving 7,000+ account exceptions using Lean Six Sigma and a strategic comms plan. Delivered 3 enterprise-grade financial tools, including a workflow automation platform that cut account lifecycle time from 6 months to 90 days. Led backlog grooming, user story creation, and full Scrum ceremonies. Applied time-based estimation and capacity planning in Jira to align priorities with delivery targets. Directed global implementation of Citi’s Cash Account Policy, embedding compliance and audit standards across operational workflows. Designed and led executive training sessions for global VPs and directors. Authored documentation and enablement resources that accelerated system adoption and ensured audit readiness.
Wesley Chapel NissanSenior Credit Analyst RAAP
May. 2009 - Jan. 2013Wesley Chapel FL• Generated $100,000 in net profits for three consecutive months, exceeding company sales quotas.
• Established strong cliental base of 2000 previous customers while managing 200 fresh leads each month using advanced sales management strategies.
• Established operations strategy to improve sales, which resulted in negotiating and closing 20-25 Secondary loans per month. • Composed auto-loans specific to the financial needs of the customer.
• Developed and maintained company Facebook, Twitter and Instagram accounts.
• Analyzed consumer beacon reports and credit files
• Negotiated interest rates, bank fees, and loan advances with financial institutions.
• Established follow up system to improve sales efficiency and maintain perfect customer service rating.
New York Staffing Services, Inc.Data Analyst
Jan. 2006 - Oct. 2007Greater New York City AreaExpertly analyzed and reported on the company’s financial standing, enhancing data-driven decision-making through sophisticated Excel analysis.
Managed significant projects with Excel-based reports, directly contributing to strategic initiatives set by upper management.
Process Optimization & Training: Streamlined payroll processing and shipment systematization, leveraging Excel to introduce time-saving automation and organization methods.
Orchestrated comprehensive Excel training for new hires, fostering an environment of continuous learning and operational excellence.
Support & Documentation: Supported the sales and investment team with Excel-formulated data, facilitating the development of impactful sales presentations.
Maintained high-volume financial documentation and company records, ensuring accuracy and accessibility through systematic Excel tracking.
Through my tenure, I've translated complex data into actionable insights and efficient processes, consistently advocating for and implementing improvements that resonate across departments.
Intch is a Professional Networking App for the Future of WorkSee more people like Brandon on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
489368 people
24
Data Scientist Intern @ Newell Brands
16
Program Manager @ DISH Network
18
Senior Software Engineer @ EarnIn
42451 people
42
Senior Mining Engineer @ Riot blockchain
16
CEO/Data Engineer and Consultant @ Propeltech Services LLC
25
Tech Analyst @ Capital Online Trade