FINANCE • ANALYSIS • BUSINESS OPERATIONS
Entry level finance professional with experience in financial analysis and business operations.
I am a recent Finance graduate from UTSA with experience across financial services and business operations. My background includes financial analysis, reporting, data validation, process improvement, and supporting clients and teams.

300%
Improvement in pipeline visibility
Digitalized Elevation — revenue & performance reporting
50%
Reduction in NIGO reject rates
Victory Capital Management — pre-submission validation controls
18%
Improvement in projected gross margin
Digitalized Elevation — unit economics & pricing analysis
$100K+
Personal revenue generated in 4 months
Swarovski — top-two store performer
ABOUT ME
Analytical.Curious.Impact-Driven.
I'm a recent Finance graduate from the University of Texas at San Antonio with experience across financial services and business operations. I've worked in both analytical and client-facing roles, which has given me experience working with data, solving problems, improving processes, and supporting customers and teams.
I enjoy learning how businesses work and finding ways to make things simpler, more organized, and more efficient.
More about meHOW I THINK
Find the number that matters.
Cut through the dashboard to the one figure the decision actually turns on.
Trace where it came from.
Follow it back to the source system and confirm it's counting what it claims to count.
Pressure-test the assumption.
Ask what has to be true for the conclusion to hold, and check whether it is.
Explain what changes the decision.
Translate the analysis into the one thing a stakeholder needs to act on.
EXPERIENCE
View Full ResumeDigitalized Elevation
Business Operations Analyst
August 2024 – February 2026
Analyzed pricing and business performance to support planning decisions, contributing to an 18% projected improvement in gross margin, while building reporting and CRM workflows that improved pipeline visibility by 300%.
Digitalized Elevation
Executive Operations Coordinator
June 2023 – August 2024
Managed executive operations and CRM records for the CEO, and supported sales operations by training team members on lead generation and client handoffs.
Victory Capital Management
Investment Client Engagement Analyst
May 2025 – September 2025
Processed and validated high-volume financial transactions for client accounts, reducing rejected submissions by 50% and maintaining SEC/FINRA-compliant, audit-ready records.
Swarovski
Key Holder/Lead
June 2022 – August 2024
Generated $100K+ in personal sales within four months while managing 400+ client relationships and training a team of associates on daily store operations.
The University of Texas at San Antonio
HR Operations Assistant
May 2023 – October 2023
Processed 2,000+ HR records weekly with Excel and PeopleSoft, and rebuilt digital filing and payroll-verification workflows to cut retrieval time and discrepancies.
Problem Solving Company
Financial Operations Assistant
January 2020 – December 2020
Supported administrative, marketing, and educational finance projects through research, process documentation, and content preparation.
FEATURED PROJECTS
View All ProjectsAPPLIED FINANCE LAB
Corporate Financial Analysis & Capital Budgeting
A DCF valuation and capital-budgeting analysis of a public company, extending my academic finance project.
APPLIED FINANCE LAB
Investment Portfolio & Risk Analysis
Risk, return, and diversification analysis across a sample multi-asset portfolio.
APPLIED FINANCE LAB
Financial Modeling & Forecasting
A trend-based revenue and margin forecast built on historical public financials.
APPLIED FINANCE LAB
Interest Rates, Banking & Economic Conditions
A yield-curve and monetary-conditions analysis using Federal Reserve and Treasury data.
APPLIED FINANCE LAB
Finance Data Analysis
A SQL-based data validation and reporting exercise using Apple's SEC EDGAR financial history.
SKILLS & TOOLS
View All SkillsCORE ANALYTICAL
OPERATIONS SYSTEMS