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Work Background
XPOBusiness Analyst
Nov. 2022Portland, Oregon, United StatesTransportation & Logistics | Invoicing & Financial Systems Managed invoice transmissions across Paper, FTP, EDI, and Email, ensuring $15–20M in daily revenue continuity and preventing delays. Gathered and documented business requirements, translating them into user stories, acceptance criteria, and process workflows in JIRA. Monitored system performance and risk factors, resolving data inconsistencies and transmission errors to enhance operational efficiency. Collaborated with IT, Finance, and Compliance teams to optimize invoicing workflows and ensure regulatory alignment. Executed end-to-end testing, using SQL (Oracle via DBeaver), Postman, and Jenkins Auto Scripting to validate invoice accuracy. Identified and mitigated system gaps, reducing issue resolution time and improving financial reporting accuracy. Key Achievements: ✔ Increased invoicing efficiency, reducing transmission failures through proactive monitoring and automation. ✔ Reduced issue resolution time by 30%, optimizing incident classification and escalation processes. ✔ Ensured compliance with GAAP and SOX standards, enhancing financial data integrity and audit readiness. Deployed by Perficient
Perficient Latin AmericaSenior Business Analyst
Jul. 2022UruguayAnalyzing business processes in e-commerce payment methods for Caterpillar. Takes part in the development process by assisting the development and QA Testing. Produces Software Requirements Specifications (SRS), User Stories, Product Requirements Documents (PRD), wireframes, and prototypes for development and implementation.
Caterpillar Inc.Senior Business Analyst
Jul. 2022 - Sep. 2022Fintech | E-Commerce Payments | PSP Integration Led business analysis for PaymentOS, integrating e-commerce payment solutions in Chile, Argentina, and Brazil for Caterpillar’s online marketplace. Defined payment processing workflows for multi-currency transactions, split payments, and regional compliance. Collaborated with stakeholders to enhance Cat Credit Card integration, optimizing authorization logic, card linking, and checkout flows. Designed BPMN, UML, and user stories to improve merchant settlements, chargebacks, and fraud prevention. Managed API integrations with local payment processors and financial institutions, ensuring secure and seamless transactions. Conducted gap analysis & risk assessments, refining transaction validation, billing cycles, and digital wallet compatibility. Worked in an Agile environment, managing JIRA backlogs, Confluence documentation, and sprint planning. Key Achievements: ✔ Optimized e-commerce payments, enabling seamless Visa, Mastercard, and Cat Credit Card transactions. ✔ Implemented split-payment features, allowing customers to combine credit, debit, and Cat Card balances. ✔ Enhanced regional payment compliance, ensuring smooth operations across LATAM markets. Deployed by Perficient
WebcentriQBusiness Analyst
Jul. 2021 - Jul. 2022San Diego, California, United StatesFintech | Core Banking | Digital Payments | SaaS Led business analysis for a core banking system (web & mobile), optimizing money transfers, SWIFT payments, and credit card processing (Visa, Mastercard, Amex). Defined and documented business & technical requirements (BRD, SRS, PRD) for savings, loans, digital wallets, and ACH transactions. Designed BPMN, UML, and use cases to streamline cross-border payments, real-time settlements, and fraud detection workflows. Managed API integrations with SWIFT networks, payment processors, and financial institutions, ensuring secure, real-time transactions. Conducted gap analysis, enhancing digital banking workflows, card authorization logic, and PCI DSS compliance. Assisted in pre-sales & discovery phases, defining product roadmaps and feature prioritization for fintech solutions. Worked in an Agile environment, managing JIRA backlogs, Confluence documentation, and stakeholder collaboration. Key Achievements: ✔ Reduced transaction processing time by 39% through automation and system optimizations. ✔ Integrated SWIFT, ACH, and card payments, enabling seamless domestic & international money transfers. ✔ Developed structured financial workflows, aligning technical teams with business goals for scalable fintech innovation.
Cloud Panda PHBusiness Analyst
Apr. 2021 - Jul. 2021Fintech | Digital Payments | E-Wallet Solutions Led business analysis for Toktok Wallet App, defining requirements for e-wallet transactions, bill payments, and money transfers. Gathered and documented business and technical requirements, translating them into user stories, process flows, and acceptance criteria in JIRA. Developed BPMN and UML diagrams to streamline fund transfers, transaction reconciliation, and fraud prevention mechanisms. Ensured compliance with banking regulations, aligning payment workflows with AML, KYC, and PCI DSS standards. Collaborated with developers and QA teams to validate API integrations for Visa, Mastercard, and mobile payment gateways. Performed end-to-end testing using SQL (Oracle via DBeaver) to ensure accurate transaction processing and financial data integrity. Key Achievements: ✔ Optimized digital wallet transactions, reducing payment failures and processing delays. ✔ Enhanced API integrations, enabling seamless connectivity with financial institutions and third-party payment providers. ✔ Strengthened compliance alignment, ensuring secure and regulatory-compliant e-wallet operations.
CoDevBusiness Analyst
Aug. 2019 - Jun. 2021PhilippinesBanking & Finance | Technical Documentation | Process Optimization Created and maintained Software Requirements Specifications (SRS) and Product Requirement Documents (PRD) for banking and finance software solutions. Proofread and refined proposals and project plans, ensuring clarity, accuracy, and alignment with business objectives. Developed internal process documentation, user guides, and manuals, reducing onboarding time by 8+ hours. Collaborated cross-functionally with stakeholders, analyzing business processes to identify system improvements. Incorporated direct client feedback into project drafts, refining deliverables to meet evolving business needs. Key Achievements: ✔ Optimized documentation workflows, improving knowledge management and reducing onboarding time. ✔ Enhanced banking and finance project proposals, increasing clarity and efficiency in client communications. ✔ Strengthened cross-functional collaboration, ensuring seamless business process analysis and requirement gathering.
Multiple CompaniesEmail Marketing Specialist
Jun. 2019 - Dec. 2022United StatesEmail Campaign Management: Designed, executed, and managed cold email outreach campaigns for B2B clients using tools like Instantly, SalesQL, D7 Leadfinder, Amazon SES. Focused on generating high-quality leads and increasing conversion rates. Ability to maintain minimum of 100K+ Outgoing Email Campaign per month. Averagely 1.2M+ per month depending on budget. Deliverability Optimization: Configured domain settings (SPF, DKIM, DMARC) and optimized email deliverability strategies to maintain high sender reputation and improve inbox placement rates. Regulatory Compliance: Ensured all email campaigns adhered to global email marketing laws and regulations, including GDPR and CAN-SPAM. Analytics and Reporting: Monitored campaign performance, tracked key metrics (open rates, click-through rates, conversion rates), and provided actionable insights to improve campaign effectiveness. Copywriting and Personalization: Developed engaging, tailored email copy to connect with prospects and drive results. Technical Support and Troubleshooting: Resolved deliverability issues, optimized platform configurations, and implemented scalable solutions for better outreach performance. Team Collaboration: Collaborated with clients and cross-functional teams to align campaign strategies with business goals.
ConsistelProject Engineer
Jun. 2019 - Jun. 2020Davao, Davao Region, PhilippinesIsland Wide Site Supervision – Ensures quality of labor in compliance with Huawei and Smart Communications Standards. Commissioning of Radio and BTS Equipment. Software Integration of BTS & Radio equipment. ● Rapidly assesses needs, identify, and resolves potential issues in the site. ● Expedited processes that saved labor cost resulting to 25% more net income profit per site project. ● Provided organizational and planning administrative support (Project Management) to VP and General Managers allowing them to focus on growing their business.
Niznax Industries Co. Ltd.Engineering Officer
Apr. 2018 - May. 2019PanaboPrepares summary of repair request from multiple requirements. Ensures Safety and Health in compliance with OHS-BOSCH Safety and Health Standards. Supervise technical skilled laborers: Welder, Electrician, Technician etc. in the site. Maintaining Books of Account (Bookkeeping) ● Created MS Access Database to ease entry of job requests improving workflow by 50%. ● Performed detailed calculations to establish standard for manufacturing, repairs, and fabrications, and installations standards of mechanical parts, maintaining 100% accuracy rate. ● Examined and handled 2,000K+ rows with more than $1M+ value of quantitative data and created models using Power Pivots to represent different metrics such as KPIs, weekly, monthly, and quarterly trends.
VictoriseIntern
Sep. 2017 - Dec. 2017
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