Executive Summary

Bilingual leader with international background and a unique blend of experience in Business Analysis, Finance, Strategic Planning, Enterprise Business Intelligence, Diversity Management, Non Profits and Consulting. Strong hands on requirements in diverse and complex environments. Proven record of accomplishment leading successful teams in project management and implementation of multi-million dollar initiatives. Recognitions for leadership, community and diversity. Fluent in Spanish.

Areas of expertise include:

PROFESSIONAL EXPERIENCE

Confidential

Consultant for Business Analysis, Business Intelligence, FP A, Finance Transformation, Project Engagement Leadership, Data Transformation, Data Governance, Data Management and Strategic Diversity Management. Relationships include:

Confidential

• The HILL is the largest Latino focused professional network and workforce development nonprofit in Jacksonville
• Managed projects in Diversity Engagement, Diversity Intelligence, Corporate Funding, Diversity Job Boards, Program Management and Board of Directors composition

Confidential

• RGP is an Advisory Accounting services firm with 70 offices and 3,500 professionals deployed globally
• Managed Business Analysts in Business Intelligence, Data Governance, Software Selection and Master Data Management
• Led business case discussions, requirements gathering sessions, data mapping initiative from legacy applications

Confidential

• KPMG is a Big 4 Accounting and Advisory firm with 25,000 employees in the US
• Managed projects in Financial Planning Analysis, Transformation, Business Intelligence Data Management
• Managed taskforce to for marketing point of view on Oracle BI, Hyperion Suite, FP A and Data Management
• Led national initiative on the development of Enterprise Expense Reduction Management alliance
• Supported Shared Services implementation and Transfer Pricing initiatives for global clients
• The market leader for Hispanic Go to Market Initiatives, an extension of the CDO and local market leader

Confidential

Business Analysis Business Intelligence

• PBNY is a 5B full service regional commercial consumer bank with 1,000 employees and 50 branches loan centers
• Managed the office of Business Intelligence for growth in businesses, profitability and product development
• Designed dashboards in MS BI Stack that were instrumental in improving profitability, reducing credit risk 15 , increasing deposits 10 and reducing account churn 5
• Prototyped profitability that included activity-based costing, transfer pricing, cost allocations and shared services
• Implemented Project Management processes, procedures, shared services and a roadmap for Data Governance
• Managed build out of team of senior business analysts from 1 to 6 during project
• Established best practices for business analysts in business requirements gathering, functional requirements, developing use cases, prioritization, problem resolution and escalation

Confidential

Consultant Business Intelligence

• CompIntelligence is a consulting firm focusing on Oracle Hyperion suite and equity compensation data management
• Consulting engagements for Fortune 500 clients specializing in financial services
• Engagements with global financial services firms that led to 25 increase in consulting
• Led client engagements that required specialization in Oracle's Hyperion Enterprise Business Intelligence. Covered Financial Services, Real Estate and Pharmaceutical sectors
• Led team of business analysts in BRD, Project Charters, Use Cases, Change Management and UAT for implementing Hyperion for budget and quarterly reporting
• Performed business analyst function for implementation of FP A Application conversion for global client

Confidential

SVP Business Manager, Global Banking,

• Supported Chief Operating Officer Function in matrix organization for Global Banking for the Americas
• Growth during tenure: staff grew 100 , balance sheet grew 200 to 85B and return on capital grew 40
• Created marketing presentations for US Latin America operations and CEO dashboards
• Managed FP A, strategic planning initiatives and developed strategic plan and balanced scorecard in Hyperion suite which produced 200 revenue growth over 3 years in US, Latin America and Canada
• Monitored 65B portfolio to global Fortune 100 clients for relationship returns and capital use
• Developed Basel II capital model, which saved 3B in regulatory capital for US and Latin America
• Managed executive relationships with credit, operations, finance, IT and risk management
• Managed strategic relationships with senior business analysts and IT on projects and programs for Global Banking to ensure business requirements were met and projects realized planned benefits

Confidential

• Managed staff of senior financial analysts, business analysts, systems analysts and Accounts Payable manager in all facets of FP A, business intelligence, monthly commentary, expense management and the annual operating plan process for 250B portfolio and staff of 12,500
• Led multi-million dollar transformation of reporting, budgeting, strategic planning and shared services using Oracle's Hyperion Enterprise and Planning applications for several legal entities and general ledgers
• Integral to the creation of the five-year strategic plan for global banking markets sector
• Led build out of team of business analysts, financial and systems analysts from 6 to 25 across US LatAm during tenure. Performed business analysts duties in partnership with PMO office
• Managed growth of team through acquisitions, mergers and consolidation whilst cutting reporting cycle by 65

Confidential

• Designed and implemented Hyperion Enterprise, ESSBASE and Hyperion Planning Application
• Served as business analyst function to in business requirements gathering, developing use cases, documentation management of BRD, Project charters, UAT test scenarios and post implementation resolution

Confidential

• Implemented Hogan Core Banking applications and Relationship Profitability system
• Liaison for Finance with IT PMO and Business in requirements gathering, interactive design and training

TECHNOLOGIES APPLICATIONS

• HYPERION Suite Enterprise, Planning, EssBase
• QlikView Business Intelligence
• IBM COGNOS
• IBM Hogan Profitability Core Banking Applications
• Microsoft Office Applications Microsoft Business Intelligence Suite, Microsoft SSRS SSIS
• Harte Hanks Marketing Harte Hanks Master Data Management, Harte Hanks Profitability
• PeopleSoft Human Resources PeopleSoft General Ledger
• Sun Systems General Ledger