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Work Background
Business Analytics Manager
Tricon ResidentialBusiness Analytics Manager
Jan. 2023Tustin, California, United States
Senior Business Analyst
Tricon ResidentialSenior Business Analyst
Nov. 2021 - Jan. 2023Tustin, California, United States🔵Responsible for reviewing assigned business processes from end-to-end to identify and address operational, financial, and technological risks, and for collaborating with various stakeholders throughout the organization to manage change, improve processes, and drive automation.
Business Intelligence Consultant
Steadfast CompaniesBusiness Intelligence Consultant
Dec. 2021 - Mar. 2022Irvine, California, United States🔵 Delivered full-scope business intelligence support service to clients by developing and implementing BI systems, modeling data warehouses, training staff on BI reporting, and consulting with customers to determine project requirements. 🔵 Advised and trained Technical Analyst and System Administrator in enhancing and maintaining BI tools, including Yardi ForecastIQ, Advanced Budgeting, and Forecasting. 🔵 Built and managed reporting systems to inform daily operational decisions and long-term strategies, ensuring reports provide actionable insights to relevant stakeholders. 🔵 Developed and maintained reporting frameworks to identify, refine, and track KPIs for continuous monitoring and assessment of business performance.
Senior Technical Business Analyst
Steadfast CompaniesSenior Technical Business Analyst
Sep. 2015 - Oct. 2021🔵 Drove efficient business delivery, data-driven decisions, and continuous improvement by initiating, developing, and maintaining data pipelines, tracking KPIs to assess business performance, and building automated reports/dashboards. 🔵 Collaborated with stakeholders to assess business needs, create financial and logistics models, implement automated solutions, and manage process reengineering for optimized operations. 🔵 Increased productivity by automating information delivery between team members and third-party users. 🔵 Facilitated data-driven decisions by designing and maintaining KPI dashboards for internal stakeholders, optimizing portfolio management and compliance reporting, and streamlining processes and reporting. 🔵 Pioneered company-wide BI implementations by partnering with decision-makers to enhance business process efficiency and data utility.
Commercial Accountant
Steadfast CompaniesCommercial Accountant
Nov. 2014 - Sep. 2015🔵Managed financial statements report distribution, and month-end closings, improved co-workers' Excel skills through the Communication Training Committee, and led the audit committee to enhance practices at top-performing properties.
Bookkeeper
G2G Catalysts, LLCBookkeeper
Dec. 2013 - Jan. 2015🔵Prepared and reviewed financial reports and government-required filing for the business, including filing sales & use tax, assisting with federal and state income tax for partnership, and issuing 1099’s.
Accounting Administrative Assistant
Steadfast CompaniesAccounting Administrative Assistant
May. 2014 - Nov. 2014🔵Assisted 30+ accountants with bank reconciliation and replacement reserves requests, and led accounting and technical related training programs.
Accounting Assistant
HMWC CPAs & Business AdvisorsAccounting Assistant
Dec. 2011 - May. 2014🔵Assisted other accountants with financial statement preparations, including journal entries, 1099s, and tax packages.
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