Skills
• Data validation, mapping, reconciliation, and quality assurance to ensure integrity and compliance
• Strong attention to detail with experience auditing large datasets and client documents
• Skilled at following structured processes, meeting deadlines, and collaborating with cross-functional teams
• Experienced with SQL, Salesforce, Snowflake, Excel, Python, and reporting tools for data analysis and accuracy checks
• Effective communicator, providing clear documentation, daily updates, and issue resolution
• Ability to adapt to time-sensitive projects, legacy system modernization, and system migration tasks
• Cross-Functional Collaboration with product, engineering, operations, compliance and technology
• Compliance & Regulatory Expertise (Dodd-Frank, FDIC, QFC)
About
Financial Services Operations and Data Analyst with experience leading backend system migrations, data reconciliation, and process modernization in banking and wealth management. Proven track record of driving cross-functional initiatives, coordinating with product and engineering teams, and ensuring operational continuity during system transitions. Skilled in program execution, stakeholder management, and compliance oversight, with expertise in SQL, Salesforce, Snowflake, and data quality assurance. Completed the Investment Foundations Certificate from the CFA Institute March 2024. Series 7 and 63 licensed.
Profile Photo
