Charlotte, North Carolina, United States
Experienced Business Analyst in the financial services industry. Skilled in Data Analytics, Data Surveillance, Public Speaking, and Time Management. Compliance professional with a Bachelor's degree focused in Economics and Political Science from University of Utah.
Architected and deployed multiple Power BI projects to streamline billing operations and automate reporting workflows across the finance team. Implemented AI-driven tools into billing processes to improve accuracy, reduce manual review cycles, and flag anomalies at scale. Partnered with operations teams to define and enforce data requirements, ensuring integrity across billing systems and downstream reporting. Redesigned and documented billing workflows as formal SOPs, standardizing processes across the organization. Serving as a lead contributor on the integration into Oracle Transportation Management (OTM), coordinating across finance, IT, and ops stakeholders.
Maersk E-commerce FBP Develop and deliver comprehensive financial reporting down to EBITDA for key stakeholders, with in-depth analysis of business trends and performance drivers. Build and maintain financial models to forecast customer performance, cost structures, and business profitability. Manage monthly customer reporting processes, including detailed gross profit (GP) analysis and insights. Present financial results and key performance indicators (KPIs) to senior management and cross-functional stakeholders. Oversee the management and integrity of volumetric data within proprietary company systems. Support strategic decision-making through proactive financial insights and scenario modeling.
Designed, built, and owned the Commissions Automation Process for the North American Clinical Sales organization. Established, maintained, and repaired Alteryx-based automation workflows to ensure accurate and efficient commission calculations. Developed and delivered training programs to equip the Clinical Commissions team with best practices for automation tools and processes. Created customized financial reports tailored to the evolving needs of the NORAM Clinical Sales leadership. Supported internal auditing efforts by maintaining a clean, transparent, and fully auditable commissions database. Conducted ad-hoc data analyses, delivering actionable insights to drive sales strategy and operational improvements.
Managed commission processes for the U.S. Clinical Sales team, ensuring accurate and timely payouts through advanced automation techniques. Designed and maintained automation workflows using Alteryx, Power BI, Power Automate, Tableau, and Salesforce. Provided individualized commission reporting to sales team members, improving transparency and efficiency. Monitored transactions, coding accuracy, sales data, and dashboard reporting for continuous process optimization. Supported senior leadership with commission reporting, P&L expense analysis, and financial forecasting insights. Actively monitored budget and forecast performance, identifying opportunities for improved financial accuracy and operational efficiency.
Entrusted with full regulatory oversight of the Private Wealth Management product suite — including IRAs, Options, Short Sales, and Blue Sky Laws — safeguarding $15B+ AUM for high-net-worth clients. Operated in a zero-tolerance, high-pressure environment requiring precise judgment on complex, multi-jurisdictional compliance matters with direct impact on firm risk and reputation. Monitored evolving global regulatory trends and translated findings into actionable compliance guidance for 100+ PWM brokers across the firm. Forensic review specialist responsible for detailed account surveillance and producing audit-ready documentation to firm and regulatory standards. Selected for Goldman Sachs Data School — an invitation-only program — earning certification in SQL and Alteryx, applied directly to compliance analytics workflows
Monitored and flagged margin transactions for review, ensuring alignment with firm policies and regulatory requirements. Analyzed the full trade lifecycle and margin usage to identify and resolve potential compliance or risk issues. Collaborated with internal teams to enforce margin standards and support overall risk management practices. Completed the Morgan Stanley College Analyst Program, gaining advanced training in financial operations, risk, and regulatory compliance.
Provided hybrid compliance and internal support to Financial Advisors nationwide, ensuring seamless client onboarding and regulatory adherence. Conducted regulatory reviews of Customer Identification Program (CIP), Know Your Customer (KYC), Anti-Money Laundering (AML), and tax documentation for new accounts. Utilized LexisNexis and internal systems to perform Patriot Act verification and client background checks during the account opening process. Identified and implemented process improvements that enhanced operational efficiency and compliance accuracy. Recognized with the Morgan Stanley Spot Award for contributions to process improvement initiatives.