San Francisco Bay Area
Human-centered and impact-driven professional with an entrepreneurial spirit to impact society through digital innovations. Personality - Responsible, open-minded, curious, and creative. Willing to learn from others to gain insight and experiences with humility. Possess excellent communication, organizational, technological, and analytical skills. Able to work in diverse teams and high-pressure environments. Servant Leader - Passionate in helping people & businesses grow by solving their problems and making realistic decisions using technology and data analytics. A very fast learner when it comes to technology, while being able to see the bigger picture on how technology and data serve the higher purpose of an organization. Expertise - Business & Information Technology (IT): Business Strategy (Marketing), Management (Project Management), Business Analytics, Data Analytics (ETL), Finance Transformation, Treasury Operations (SAP). Mentor - Eager to help, serve, and mentor others such that they may excel and surpass myself.
Digital Finance AI Technology & Analytics Transformation at Deloitte Consulting for Global Fortune 500 Clients and Technology Startups within the Telecommunication, Media, & Technology (TMT) and Energy industries.
Deloitte Consulting — SAP & Zora AI™ (AIOPS.D) ● Design System Architecture and Data Pipeline for Banking & Financial Disparate Systems ● Manage and train global team members from cross-functional workstreams to meet client's demands ● Sales and product management for Deloitte's Zora AI (AIOPS.D) Platform for Finance ● Co-innovate and design Generative AI & Machine Learning solutions for Finance and Treasury use cases by partnering with clients and 3rd Party PaaS/SaaS technology solution vendors ● Integrated visual studio code Co-Pilot AI Agent with SAP for debugging, troubleshooting, creating programs and UI2 Fiori applications ● Innovate and design web applications using Claude and develop Claude skills ● Engage in sales pursuits and statement of work (SoW) reviews for Cloud Implementations SAP Treasury Lead for an American Multinational E-Commerce Bay Area Company: ● Advance Payment Management (APM), AP Payments, Multi-Bank Connectivity (MBC), Swift Network, Bank Account Management (BAM), Lockbox, Electronic Bank Statement (EBS) Payments & Bank Connectivity Subject Matter Expert (SME) for a Global American Multinational Technology Clients: ● Semiconductor chip technology company ● Online payment system financial technology company ● Cloud-based unified data intelligence platform company Finance Transformation Treasury Lead for Deloitte National (Project Archer): ● Transforming finance for the world's #1 professional services firm, that's busy transforming fortune 5000 corporations ● BAM, Foreign Exchange (FX) Trade, Interest Rate Hedge Treasury Lead & SME for the Data & AI Company that Pioneered the Lakehouse Architecture: ● Drove the Treasury pursuit, which translated into a 8 million USD deal ● Led discovery and system design workshops for SAP Public Cloud Treasury
Consulting Fortune Multinationals & High-tech Clients as a Business & System Integrator, IT Project & Program Manager, and trusted partner with integrity.
Corporate Engineering - Finance Systems & Integrations Source-to-Pay (S2P) Functional Consultant for a Fortune 10 Search Engine Company:
● POBO (Payment on Behalf of)
● SAP Upgrade: 1909 to 2021
● Keep the Lights On (KLO) S2P Lead
Treasury System Business Integrator & Subject Matter Expert (SME) for a Fortune 500 Multinational Mining Company:
● SAP ECC to S/4HANA Transform for Value
● Kyriba Implementation Business Integrator Lead & Change Champion (Bank, Cash, Payments, Business Intelligence, Debt & Investments)
Treasury Business Intelligence for an American Image Sharing Social Media Service Company:
● Foreign Exchange (FX) Data Analytics & Business Intelligence Lead
● Created a Cash Positioning Dashboard using Tableau by integrating and creating data pipeline from Oracle NetSuite, Snowflake, and G-Suite
SAP Treasury Functional Consultant for a German Multinational Technology Conglomerate's Subsidiary in Energy Storage Products & Services:
● Cash & Liquidity Management Lead (Bank Account Management, Treasury Payments, Electronic Bank Statements, Bank Fee, Cash Position & Forecasting), SAP Analytics Cloud (SAC), Data Sphere, Bloomberg: Data
Manage & guide the bellow projects/initiatives, focusing on Digital Marketing & Data Analytics: ● Email marketing integration for Mailchimp/Sendinblue and workflow configuration/automation ● Data pipelines from Google Form to Data Studio and Sendinblue ● Manage the redesign & development of FICA's brand-new website ● Integrate Google Analytics & configure digital marketing metrics/KPIs Model the way and build our team culture.
● Established FICA's IT & Data Management Department along with its fundamentals, organizational structure, and job descriptions for team members ● Create process, workflows, and internal controls ● Manage relationship with 3rd party vendors ● Analyze and evaluate the utilization and performance of FICA's tools and technology ● Delegate responsibilities and help team members to develop leadership and technical skills through our departmental support role for FICA ● Schedule and facilitate weekly conference calls with a team of 8 people to give status update or implement/facilitate working sessions ● Enable and mentor team members in order for them to excel and succeed ● Led the adoption of new processes, best practices, and tools (Trello, Slack, Google Suite, Google Analytics, Data Studio, Bluehost, WordPress) ● Integrated Email, Trello, and Slack to create FICA's internal Email and IT Ticket System ● Create models and dashboards to help leadership and other departments to create valuable data-driven decisions, such as pricing via market analysis ● Supervised international students under OPT F-1 Student Visa, adhering to USCIS requirements ● Work together with FICA's President, Vice President, and Board Members to improve effectiveness of the organization and staff development ● Successfully planned, managed, and executed FICA's first online OMC 2020 conference of 80+ from its logistical side by creating SoP, Information Systems, and communication platforms
Data & Technical Business Analyst: ● Learned about the healthcare industry and how Risk Adjustment fits into America's healthcare system ● Created ETL workflows using Alteryx to identify discrepancies between datasets sent to the government (CMS) and our internal datasets to reconcile Scrub, Reject, and Orphan claim records back to CMS ● Evaluated who should use Alteryx and present to other departments about Alteryx uses cases by first getting hands-on experience using Alteryx as well as attending webinars ● Convinced Priority Health's Market Intelligence & Analytics team to purchase 5 licenses for Alteryx ● Analyzed current datasets and database relations using SQL through Microsoft SQL Management Studio (MSMS) and Oracle SQL Developer ● Gathered requirements from Business Analysts and reported progress/findings both verbally and written ● Created SQL Queries and analysis in Excel to answer business questions requested by Managers and Business Analysts ● Performed support tasks for department, as directed, and maintain clear and appropriate documentation ● Presented project, analysis, and findings to upper management ● Act as a team member and assisted the team in improving processes ● Learned about applicable business systems and industry requirements, assisted in the formulation and definition of systems scope and objectives through research and fact-finding under the supervision of the department's Business System Analysts ● Assisted in the development or modifications of moderately complex information systems, which includes analysis of business and user needs, documenting requirements, and revising existing system logic issues as necessary, and how the new/modified technology may affect the current business environment
● Analyzed website ping data, manipulate strings, and create statistical models and reports using SPSS and Microsoft Products (Excel, PowerPoint, and Word) ● Created SPSS syntax scripts to transform data set ● Conducted research and analysis projects involving big data sets ● Assisted in collecting and analyzing institutional data using Microsoft Excel and SPSS ● Prepared statistical reports for internal and external constituencies of the institutional data ● Administered student surveys and prepare summaries of results using Qualtrics
● Provide secure and safe transport for passengers ● Act as a student chaperone for Calvin College International Student Association Committee's trips and events ● Operates a passenger van on an assigned route, adhering promptly to the time schedule and rules of the road Certified Large Van Driver
● Managed Calvin College's maintenance and work orders database using T.M.A. Systems ● Designed and remodify Calvin College Physical Plant's website display and content using Dreamweaver, HTML, CSS, and JavaScript ● Provided administrative support by troubleshooting software errors and generating reports using Microsoft Access and SurveyGizmo ● Wrote documentation and spreadsheets
● Learned and implemented web analytics using Weebly and Google Analytics to analyze and report Eidex website's key performance metrics and competitive trendings ● Enhanced Eidex's online presence through updating relevant web content and implementing good SEO practices ● Researched, evaluated, and prepared cost-benefit analysis reports for software purchases ● Maintained and troubleshoot Eidex's website and Case Management System ● Gathered functional and non-functional requirements and communicate them to developers
● Liaised between the Development Team and the Business Department, evaluate business processes, gather requirements, uncover areas for improvement, and implement solutions ● Worked collaboratively with Client Service Managers and Qlik Developers to create help text which accurately describes and aids in the client's understanding of charts and tables present in Eidex's solution by understanding and analyzing the value in which the data brings to education districts ● Translated knowledge from the Snowflake Data Engineering & Development Team to Client Services and vice versa to enhance client facing support materials by training system's end users and write instruction manuals/documentation ● Created and maintained automated workflow using Microsoft Flow to integrate and pipeline existing technologies/solutions for better communication purposes ● Created several Case Management Systems to manage questions from Client Services and store responses in SharePoint FAQ/Knowledge Base by using Microsoft's Office365 suite, such as Microsoft Flow, Teams, Form, and Outlook ● Researched and analyzed website platforms along with its functionality and built a cost-effective new Eidex Website using Weebly, HTML, CSS, and JavaScript utilizing wireframes from the Marketing Department - saving the company around $12,000 in development cost ● Performed user acceptance testing ● Implement and learned about website wireframe