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Work Background
KTSA - KPMG Technology Services Americas Sr. Associate, Business Analyst - Tax
Apr. 2024San Pedro Garza García, Nuevo León, Mexico- Develop deep expertise in the Global Equity Tracker (GET) application to support both external clients and internal Global Resource Solutions (GRS) professionals.
- Oversee IT support for client implementations and integrations, liaising with GMS technology, client systems, and Share Plan Administrator (SPA) platforms.
- Coordinate resources for GET application releases, ensuring smooth deployments and addressing any issues pre- and post-launch.
- Configure GET application settings to meet client needs, including implementing custom tax positions, scripts, and calculation settings.
- Identify and escalate issues to relevant GMS technology or tax leads, coordinating closely with US-based GRS and KGS (India) teams to meet client expectations.
- Serve as a trusted advisor, offering technology solutions tailored to resolve complex client business challenges.
- Part of the team responsible for the successful migration of all Managed File Transfer (MFT) automations from the MoveIT to GoAnywhere platform, ensuring seamless transitions and minimal impact on operations.
KPMG Technology Services Americas - KTSASr. Associate, Business Analysis Center of Excellence
Nov. 2021 - Oct. 2024San Pedro Garza García, Nuevo León, Mexico• Served as a Business Analyst for Employee Center and Workspace Service Delivery for ServiceNow enhancements pods, responsible for writing user stories and acceptance criteria, as well as performing Product Owner and Scrum Master tasks
• Facilitated requirements gathering, governance meetings and demos with stakeholders, organized and led backlog refinement sessions, sprint planning sessions, daily stand-ups and conducted testing in all environments
• Served as a Data Analyst and collaborated with Celonis vendor and end users to translate business needs into technical and data requirements. Assisted with data extraction, SQL transformations, and designing the Celonis data model
• Worked with business experts to validate data, provide ongoing support, and help develop dashboard components and complex PQL
• Elicit, compile, document, and manage clear and testable requirements by being an active leader, using a variety of elicitation methods such as interviewing, workshops, business process and workflow review
• Analyze, translate and communicate business requirements back to development team, through detailed flow charts, diagrams, prototypes, use cases, and user stories
• Responsible for effective verbal and written communication within the effort (project team, stakeholders, and sponsors), and with leadership, building trusted relationships through assignments
• Perform requirements traceability throughout project lifecycle to validate that product meets the approved requirements; manage changing requirements and priorities; support the testing process and traceability through review of test cases
• Responsible for maintaining skills within the profession that will allow for proactive assessment of effort needs and completing business analysis deliverables
• Understand, support and contribute to organization’s strategy and contribute ideas and feedback within department
One Contact by MigesaProject Manager
Aug. 2020 - Jul. 2021Monterrey, Nuevo León, Mexico• Managed and led projects across all business areas reporting directly to company CEO and VP
• Created documentation of processes, workflows, and organization charts for recruitment, training, marketing, sales, and operations
• Led new telemarketing and customer service campaigns from inception to execution, including client interaction, processes, software integration, and workforce management
• Developed an internal platform focused on scalability, improving client communication efficiency, automating reports, and analyzing data to pinpoint areas to reduce sales cancellations
• Led an efficiency improvement project in the HR's recruitment department, establishing KPIs, monitoring team performance, and implementing best practices to enhance productivity
• Led the redesign of the company webpage and new landing page project
HELADOS REGIAFranchise Owner
Apr. 2019San Pedro Garza García, Nuevo León, Mexico• Negotiated and launched the first artisanal ice-cream franchise store, growing brand presence
• Managed operations for all business sides, ensuring seamless functionality
• Created financial reports for the first franchise, improving business transparency
• Developed a franchise model, setting realistic price points for future franchisees
MSCI Inc.Sales Operations Support Analyst
Jul. 2017 - Apr. 2019Monterrey Area, Mexico• Provided day to day support in the creation and management of accounts, opportunities, agreements and contact records to Sales Teams in Canada, USA and Brazil
• Responsible for aligning contracts with CRM (Salesforce) data prior to deal closures
• Restructured, improved, mapped and documented processes used globally
• Created work flows and databases that increased team efficiency on complex processes focused on data extraction
• Led training seminars for new joiners and my team on these new workflows
DematicCommissioning Engineer
Mar. 2016 - Jun. 2017Global• Travelled in the USA to commission projects (Amazon and Walmart DC's) and turn over to client on schedule
• Analyzed and reviewed engineering designs and documentation, coordinating and managing major project segments to meet deadlines and budgets
• Tested systems and identified modifications needed, as well as designed and implemented improvements to existing designs
• Documentation of activities through technical reports
• Managed customer relations, creating and presenting deliverables, as well as led mechanical teams in the areas of installation to complete clients' projects
ContinentalIndustrial Engineering Intern
Jan. 2014 - Jul. 2014Ingolstadt, Germany• Mapped, documented and presented the process flow for coil manufacturing in electrical car brakes which facilitated its international implementation.
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