Dynamic Business Analyst with a proven track record at PennyMac, specializing in SQL development and data visualization. Expert in automating processes and optimizing workflows, I effectively led teams to enhance operational efficiency. Adept at training employees, I consistently deliver impactful solutions that drive business success.
Overview
8
8
years of professional experience
Work History
Business Analyst
PennyMac
Moorpark
03.2024 - Current
Developed and executed operational oversight, compliance, and other reports for the Cash Management team based on requirements discussed with managers.
Led a team effort to automate canned reports by creating stored procedures and utilizing Gitlab to promote scripts through the dev environments and scheduling tasks.
Developed dashboards utilizing Sigma and Tableau to enable cash team managers to efficiently manage reports.
Utilized advanced AI tools like Gemini Gems and Notebooks LM to streamline daily tasks and created AI agents tailored to specific business needs.
Developed and executed federal regulation and compliance reports focused on complex transaction data.
IT Contractor
International Molders Inc., Marshall Design Group, Cheris Notary
01.2018 - Current
Migrated small businesses to Microsoft 365 / Google Workspace, centralizing all user accounts and security to make onboarding faster and keep company data organized.
Implement and install Local Area Networks and networked printers, scanners, etc.
Recommended software solutions and handled installation and maintenance for various systems.
Recommended, purchased, and installed computer and Information Systems for companies and private individuals.
Provided ongoing remote support and conducted in-person visits to resolve technical issues.
Schedule automated backups for Operating systems and files.
Sr. Fulfillment & Configuration Specialist
Merchant Centric
01.2023 - 01.2024
Implemented and configured various products using in-house tools, industry-standard tools, and SQL.
Utilized Salesforce and Jira to manage and fulfill projects and tasks efficiently.
Led a team of 5 offshore members, creating tasks, organizing workloads, and monitoring progress to ensure timely project completion.
Conducted training sessions on new processes and tools for team members.
Utilized Salesforce and Jira to manage and fulfill projects and tasks, streamlining workflows and improving task visibility.
Conducted onboarding calls with new clients while providing ongoing support to current clients.
Served as a senior member of the fulfillment team within a SaaS company.
Business Analyst
PennyMac
04.2021 - 10.2022
Conducted research on departmental operations to identify process improvements and create solutions.
Developed automated processes, reducing manpower needs during growth periods.
Analyzed data trends to pinpoint inefficiencies and presented solutions to management.
Captured and analyzed data to generate unique required reports.
Collaborated frequently with management, loan officers, and stakeholders.
Trained and mentored analysts and administrators.
Data Accuracy Specialist
Merchant Centric
02.2020 - 05.2021
Ensured high-volume data accuracy under strict deadlines to support operational integrity.
Used formulas in Excel to analyze data to find areas of high rates of inaccuracies.
Shift Leader
Peachwave Frozen Yogurt
Hockey Coach
LA Kings High School Hockey League
Shift Leader
LDC Sports
Education
BACHELOR OF SCIENCE - COMPUTER INFORMATION TECHNOLOGY
CALIFORNIA STATE UNIVERSITY NORTHRIDGE
05-2021
Skills
SQL development and automation
Data Visualization (Sigma & Tableau)
Dashboard creation
Advanced Excel knowledge (Power Query & some VBA)
Advanced Google Sheets knowledge (including Google Scripts API)
Workflow optimization
Salesforce and Jira Management
Training Employees
Timeline
Business Analyst
PennyMac
03.2024 - Current
Sr. Fulfillment & Configuration Specialist
Merchant Centric
01.2023 - 01.2024
Business Analyst
PennyMac
04.2021 - 10.2022
Data Accuracy Specialist
Merchant Centric
02.2020 - 05.2021
IT Contractor
International Molders Inc., Marshall Design Group, Cheris Notary
01.2018 - Current
Shift Leader
Peachwave Frozen Yogurt
Hockey Coach
LA Kings High School Hockey League
Shift Leader
LDC Sports
BACHELOR OF SCIENCE - COMPUTER INFORMATION TECHNOLOGY