Results-driven Senior Business Analyst with 11+ years of experience managing complex portfolio initiatives and driving strategic transformations. Developed enterprise-level roadmaps and enhanced portfolio visibility through data-driven reporting. Facilitated executive decision-making and fostered cross-functional collaboration to mitigate risks and support high-priority initiatives.
Overview
13
13
years of professional experience
2
2
Certifications
Work History
Senior Business Analyst
Wells Fargo
Concord
10.2022 - 12.2025
Served as primary gatekeeper for enterprise transformation roadmap, ensuring alignment with strategic initiatives.
Designed and launched real-time performance tracking dashboards to enhance executive visibility into portfolio health.
Conducted deep-dive analyses across multiple programs to identify emerging risks and develop surge support strategies.
Coordinated diverse stakeholders to translate complex project milestones into actionable roadmap updates.
Senior Business Analyst
Ice Mortgage Technology, Pleasanton, CA
Pleasanton
07.2021 - 08.2022
Developed comprehensive documentation for business requirements and project specifications to facilitate project clarity.
Collaborated with cross-functional teams to gather requirements for new systems.
Analyzed business processes, identifying opportunities for improvement and increased efficiency.
Conducted data analysis to support decision-making and strategic initiatives.
Coordinated stakeholder communications to align on project goals and timelines, enhancing collaboration.
Executed testing of functionalities and user acceptance to support successful implementation of technology solutions.
Developed insights into customer workflows to provide precise recommendations for complex challenges.
Monitored project progress using metrics, including timeline, budget, and resource utilization.
Senior Project Manager – Strategic Transformation
Kaiser (Client)
Pleasanton
02.2015 - 06.2021
Orchestrated governance for critical transformation initiatives to develop an integrated enterprise roadmap aligning strategic initiatives with organizational goals.
Developed comprehensive dashboards and reporting tools, enhancing real-time visibility into portfolio health and accelerating executive decision-making by 25%.
Collaborated with program leads to identify risks and facilitate proactive escalation of critical issues, ensuring alignment with overall transformation objectives.
Fostered a culture of accountability and continuous improvement through targeted team engagement and visual management within the transformation office.
Coordinated resources and schedules to optimize team productivity and improve project outcomes.
Utilized project management software for effective tracking of tasks, milestones, and deliverables.
Managed multiple projects with competing deadlines, ensuring timely completion of all initiatives.
Worked closely with senior management on long-term strategic planning related to projects in development or execution.
Business Analyst
Wells Fargo(client)
San Francisco
05.2013 - 01.2015
Collaborated with stakeholders to define project scope, gathering requirements to align expectations and project goals.
Developed comprehensive documentation for business processes and system requirements.
Documented system requirements and design solutions using detailed process flows and user stories to facilitate development and implementation.
Drafted functional specifications documents detailing project objectives and deliverables.
Created visual data representations to inform strategic decision-making.
Summarized findings from stakeholder meetings and workshops, providing clarity for decision-making and next steps.
Facilitated cross-functional brainstorming sessions for effective problem-solving.