Ashley Omara
@ashleyomara
Business Intelligence Analyst driving data-informed marketing and customer success.
What I'm looking for
I am a dynamic Business Intelligence Analyst with over nine years of experience translating data into actionable marketing and customer-success strategies. I combine financial and compliance knowledge with creative presentation design to strengthen brand positioning and support investor decision-making.
Throughout my career I have built visually compelling pitch books, interactive graphics, and dashboards using PowerBI, Seismic, Aprimo and Microsoft Office, while ensuring regulatory and compliance alignment. I partner with legal and compliance teams and collaborate with global colleagues across Europe, Asia and the Americas to maintain consistent messaging and controls.
Previously I progressed through client-facing and branch leadership roles, including Assistant Branch Manager and teller/CSR positions, where I led audits, coached staff, and drove product sales and customer retention. I draw on more than twenty years of progressive financial, audit and operations experience to inform my BI work.
I am recognized for strong communication, organizational skills and a customer-centric approach that improves workflows, boosts marketing performance and ensures timely project delivery.
Experience
Work history, roles, and key accomplishments
Quality Assurance Analyst
Aberdeen Investments, Inc
Jul 2016 - Jun 2025 (8 years 11 months)
Audited and ensured compliance of firm materials while building visually compelling pitch books and presentations that improved investor engagement; analyzed financial data and created interactive visuals to simplify fund dynamics.
Assistant Branch Manager
Fulton Bank
Jul 2013 - Jul 2016 (3 years)
Managed branch operations, completed monthly audits to ensure regulatory compliance, drove product sales across the market, and developed management staff to achieve goal-oriented performance.
Customer Service Representative
Fulton Bank
Nov 2003 - Jul 2013 (9 years 8 months)
Maintained customer relationships, resolved service issues, performed teller transactions and supported head teller functions including ATM processing, vault maintenance, and branch audits.
Education
Degrees, certifications, and relevant coursework
Washington Township High School
High School Diploma, General High School Studies
Completed high school diploma at Washington Township High School in Sewell, NJ.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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