Expert Details
Technology: Cloud Hosting and Banking Industries
ID: 739668
Texas, USA
Over the years, Expert has successfully implemented, developed, used, and administered various technologies touching business functions across the corporate hierarchy. Such technologies include Salesforce, nCino LOS, UiPath Robotic Process Automation (RPA) Suite, Microsoft SQL Server, Microsoft Access, Tableau, IBM Cognos, Abrigo Sageworks, Precision Lender, Informatica, Jack Henry & Associates, Citrix, Azure AD, Office 365 Admin and more.
Areas of expertise include information technology management, robotic process automation (RPA), business process automation, database development, CRM, loan origination software, core banking platforms, online banking platforms, loan management software, data analytics, reporting and business intelligence tools, systems integrations, and cloud infrastructure.
Notable Achievements as a Senior Business Analyst:
• Implemented RPA program using UiPath
• Quickly scaled RPA solutions to meet unique requirements of new client onboardings that would otherwise be challenging or out of scope
• Implemented Microsoft SQL Server data warehouse
• Manage a complex monthly data scorecard for operational teams
• Developed and rolled out Salesforce Sales Cloud for the banking team
• Assisted in the end-to-end development of the bank's first proprietary software
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2014 | Degree: BS | Subject: Management Information Systems | Institution: Washington State University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2017 to Present | Employer: Undisclosed | Title: Senior Business Analyst | Department: |
Responsibilities:• Provide data and business process consultation to solve complex business problems• Implemented a Robotic Process Automation (RPA) program to enable opportunity for advanced business process automation companywide • Manage the UiPath RPA development life cycle end-to-end, including discovery, business analysis, development, testing, deployment, maintenance, and system administration of UiPath Orchestrator • Primary RPA Developer • Manage and develop a set of robust Microsoft Access databases used daily for operational workflow and suspect reporting • Administer and develop Salesforce Sales Cloud and nCino Loan Origination to assist in the evolvement of banking and credit operations teams • Produce, maintain, and evolve managerial, operational, and ad hoc reporting • Administer and develop IBM Cognos Analytics data reporting application • Implementation and continuous development of Microsoft SQL Server for data warehousing • Primary internal technical resource for system administration, integration, and implementation |
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| Years | Employer | Title | Department |
| Years: 2014 to 2017 | Employer: Armor Defense Inc. | Title: Analytics Analyst | Department: |
Responsibilities:General• Provide internal consultation of company data and reporting to encourage data-driven decision making • This includes ad hoc, managerial, and operational reporting with a BI stack of SQL and Tableau, as well as native reporting in Salesforce and Zuora • Responsible for data integrity of CRM and financial systems • Quickly identify, investigate, and resolve data discrepancies and process breaks across key business systems BI / Tableau • Acting administrator and project manager of a two person business intelligence team and responsible for BI initiatives aligning and meeting business objectives • Heavily involved in the SDLC of the BI system, including QA of new data sources to validate granularity, output, and data structure • Scaled business usage of BI and Tableau Server from one department to more than seven • Train and urge employees to self-service • Create insightful reports and dashboards to support more than seven departments • Successfully migrated all Support ticket reporting from SSRS to Tableau • Operationalized reporting to assist in the support of one (of two) major product lines to ensure teams have the capacity to service customers • This includes the evolution of a set of dashboards to support production releases in real-time Salesforce • Centralized Salesforce reporting and built a foundation for production reporting including the creation of 50+ reports and several dashboards • Maintain and build this list of production reports to support several departments, inclusive of a wide spectrum of reporting from bookings to user activity • Own bookings data and assist in related financial decision making • Cleansed 6+ years of data across leads, accounts, and opportunities • Perform routine data cleansing exercises to ensure data integrity, which results in finding missed bookings and revenue that “fell in the cracks” • Consult the improvement and evolvement of the quote-to-cash process |
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Career Accomplishments
| Licenses / Certifications |
|---|
| Excel Modeling for PC: Become an Excel Expert - Training The Street UiPath Business Analysis - UiPath |