Systems administer of complex collections and loan origination systems.• Responsible for the testing, implementation, and troubleshooting of the collections system upgrade.• Key liaison among stakeholders to develop recommendations and solutions to solve problems and issues related to business operations.• Automation of collections communications and daily tasks to maximize high-value business unit productivity.• Designs and creates workflows for business processes to increase efficiency and effectiveness, while allowing for better management oversight of processes and enhanced reporting.• Administers security requirements for assigned systems and participates in security reviews/audits.• Predictive budget and capital plan models for current year and three-years forward; including stress testing and reforecasting.

Senior analyst with Consumer Lending department.• Oversee the work of less-experienced Business Analysts within business unit.• Configures user roles and set-up of new users; periodically audits active users for security purposes.• SQL/SSRS analysis for recurring and on-demand reporting and modeling• Dundas BI dashboard development, • Predictive budget and capital plan models for current year and three-years forward; including stress testing and reforecasting.• Create recurring and ad-hoc Excel reports for the ongoing review and monitoring of consumer loans.• Manage systems integration through largest credit union merger in US history to maintain uninterrupted Member service and data retention.• NCUA quarterly reporting.

Partner on team of five managing assets for high-net-worth families, small businesses and nonprofits, consistently growing revenue faster than market appreciation by doubling ROA.• Provided security analysis for selection and ongoing monitoring of investments in discretionary, allocation models. • Developed and implemented client service targets and Key Performance Indicators (KPIs) to improve client-contact cycles, increase revenue, and improve operational efficiencies.• Maintained relationships with investment product vendors.• Compiled all client review materials, security screening, and overall portfolio suitability.• Created goals-based financial plans from data collection to delivery. • Assisted in assimilating two practices, integrating and training staff to new operations and procedures.

Responsible for project success and customer satisfaction. Managed team of analysts contracted to the State of California Health and Human Services department. Collected insurance benefits to recoup over $100M annually in erroneous Medi-Cal payments.• Led cross-functional teams of internal analysts collaborating with health care provider groups, insurance carriers, and government agencies to develop KPIs.• Determined reporting gaps of missing and erroneous insurance coverage.• Ensured compliance with complex state and federal regulations.

• Managed financial reporting and service utilization compliance with government regulations• Responsible for data integrity: data collection, analysis, and database development• Project management: new software integration from RFP to recommendation, configuration, testing and staff training of new processes