Analyst at S&P GLOBAL (2022-05 – Present)
Perform business and data analysis across large-scale financial datasets, investigating data inconsistencies, operational exceptions, and reporting issues to support business and operational requirements.
- Analyze and evaluate information associated with 25,000 bonds and securities, validating data accuracy, security attributes, pricing information, and index-related inputs.
- Partner with cross-functional teams, including Operations, Finance, Risk, Data, and Technology, to understand business needs and support issue resolution.
- Investigate data defects and discrepancies by performing root-cause analysis, tracing source information, and identifying potential impacts on downstream reporting and analytical processes.
- Develop and improve reporting workflows using SQL, Python, and Excel, helping automate recurring analysis, reduce manual effort, and improve reporting consistency.
- Organize and synthesize complex data into actionable insights for stakeholders through analytical reports, summaries, and operational monitoring.
- Support data preparation, validation, and transformation activities required for analytical reporting and business decision-making.
- Document analytical processes, data-quality findings, and workflow procedures to improve transparency, repeatability, and governance.
- Communicate project updates, issue status, analytical findings, and process improvement opportunities to relevant stakeholders.
- Support process optimization initiatives involving automation, data controls, and improved operational workflows.
Data Steward at S&P GLOBAL (2021-09 – 2022-05)
- Monitored enterprise datasets to identify data-quality issues, inconsistent records, anomalies, and potential operational risks.
- Investigated reported data issues by reviewing business context, analyzing source records, and identifying patterns contributing to data defects.
- Used SQL and analytical techniques to validate data, identify missing or duplicate records, and support data-quality remediation.
- Collaborated with business and technical stakeholders to clarify data requirements and improve the accuracy and reliability of enterprise datasets.
- Automated recurring monitoring and reporting activities to improve consistency, efficiency, and issue visibility.
- Prepared exception reports and analytical summaries to support stakeholder review and prioritization of data-quality concerns.
- Maintained documentation related to data governance, validation procedures, monitoring activities, and operational controls.
- Applied structured problem-solving and analytical reasoning to support enterprise data integrity and business reporting needs.
Relationship Manager at CHARLES SCHWAB (2018-07 – 2021-08)
Served as a business-facing resource supporting brokerage transactions, managed accounts, client requests, and investment-related operational processes.
- Gathered information from clients and internal teams to understand business requirements, investigate account issues, and coordinate appropriate resolutions.
- Reviewed account activity, transaction information, cost basis, and financial data to identify discrepancies and potential operational defects.
- Collaborated with Trading, Operations, Investment, and Compliance teams to resolve complex account and transaction-related issues.
- Translated complex financial and operational information into clear explanations for business users and stakeholders.
- Maintained detailed records and documentation supporting account servicing, issue resolution, and regulatory-aware operational procedures.
- Monitored account activity and financial information to support accuracy, risk awareness, and consistent service delivery.
- Developed strong stakeholder communication skills through frequent interaction with clients and internal business partners.
Financial Representative at TD AMERITRADE (2017-07 – 2018-07)
Supported brokerage operations involving equities, options, fixed income, and other investment products in a regulated financial-services environment.
- Investigated transaction and account-related issues by reviewing available information and coordinating with internal operational teams.
- Assisted clients and internal stakeholders with business requirements related to transactions, account activity, and investment services.
- Reviewed financial and operational information to identify inconsistencies and support accurate issue resolution.
- Maintained documentation and followed established procedures designed to support operational accuracy and regulatory compliance.
- Communicated technical and financial concepts in a clear, user-focused manner to support effective decision-making.
