At KPMG, I review third-party compliance requests and reconcile vendor payments for audits. I built an AI agent that extracts payee, amount, and vendor from invoices, along with Excel macros that save up to eight hours a month.
As a Business Operations Analyst at KPMG, I analyzed 800K+ ServiceNow tickets and found that new-client onboarding drove 30% of support volume. I identified self-service opportunities and created user documentation to help reduce ticket demand.
At SmartAsset, I found that advisor connect rates increased 75% when consumers were contacted within five minutes of completing a questionnaire. I streamlined outreach workflows, helping generate $10M+ in additional revenue.
Across my operations and financial services work, I’ve automated recurring reports with Python, built Tableau dashboards, and supported platforms and data quality processes. I also trained new analysts and partnered with stakeholders on requirements and workflow improvements.
