Eric Baca Email & Phone Number

United States

Zynforma is my freelance business services consulting firm serving small businesses and professional services firms with a broad array of database, data management, reporting, and analytics services, as well as business planning, finance, project management, and operations support. We also have a service offering providing donor data management and reporting for small non-profits.

Charlotte, North Carolina Area

Supported middle office operations for Wells Fargo Securities (WFS), the investment banking and capital markets unit of Wells Fargo & Company. Perform data management, data analytics, and data reconciliation software application development for multiple trading, risk, and collateral management systems: Calypso, COLLINE, SimCorp, and GMI. Also developing a testing and data validation application for WFS efforts to comply with U.S Treasury's & FDIC's new Qualified Financial Contract (QFC) recordkeeping regulations.

Zynforma is my freelance business services consulting firm serving small businesses and professional services firms with a broad array of database, data management, reporting, and analytics services, as well as business planning, finance, project management, and operations support. We also have a service offering providing donor data management and reporting for small non-profits.

Overhauled the University’s system for providing financial position and donor impact reports; Improved donor reporting package and processes by enhancing content; Conducted financial analysis and oversight of expenditures from individual endowment fund distributions to ensure compliance with donor intent and UPMIFA requirements.

Conducted investment due-diligence, monitoring, and performance analysis of investment managers for Emory’s Private Markets team, primarily focused on private equity energy and real estate strategies. Also analyzed, recommended, and monitored publicly listed energy infrastructure and real estate strategies. Supported Public Markets team with analytical reporting package to identify and inform regarding potential tactical allocations and opportunistic strategies. Worked closely with Asset Allocation, Risk, and Operations teams to develop analytical tools and information management systems to support investment decision making and portfolio management processes.

Lead the development of databases and analytical reporting tools for forensic accounting, dispute analysis, corporate investigations, business valuation, and anti-money laundering engagements.Designed and built multiple project-specific supporting database and modeling tools to perform procedures required to analyze compliance of major financial services firms' remediation efforts as part of several regulatory mattersManaged projects by understanding client requirements, defining deliverables, establishing timelines and allocating resources. Supervised and trained staff, providing direction on project requirements and data analysis methods; Typically employed some combination of SQL, VBA or VB.net, Access and advanced Excel functionality in most projects

Built and maintained the monthly process for reporting and analysis of Asset-Liability mismatch profitability. This effort contributed to Bank’s understanding of the linkage between interest rate risk and profitability measurement; Analyzed balance sheet as a portfolio of assets and liabilitiesReengineered the bank’s funds transfer pricing processes by automating routine tasks and streamlining information flow; Established testing and analysis procedures to validate both front-end and back-end processing of profitability measurement data; Applied data management techniques to validate integrity of application sub-system information and reported financial performance results; Freed resources to focus on analysis and customer service instead of data entry

Provided analytical tools in support of valuation, consulting, internal audit and financial assurance engagements

Houston, Texas Area

Design and testing of power tools

Mba, Finance

B.S., Electrical And Computer Engineering

Activities and Societies: Army ROTC