Work experience

Work experience

Additional Experience

Project management (PMLC, SDLC) • Operational excellence • Risk control tracking and reporting • Web design (HTML, CSS, WAP, Javascript, XML, ColdFusion) • Newsletter publishing • Unclaimed property • Process supervision • Payroll administration • Invoice & remittance processing • Social media

2008 - 2009

Sr Business Systems Analyst, Legal Department

JPMorgan Chase

Identified by JPMorgan Chase as a critical resource for supporting transition activities.  Accountable to multiple teams (financial reporting, litigation/FDIC liaison, matter migration, and billing unit) for successful transition.  Term of engagement ended May 29, 2009.

  • Transitioned financial reporting of law firm expenses, on schedule and with zero errors.
  • Partnered with the litigation/FDIC liaison and the matter migration team on data identification and tracking, enabling 24,000 matters to be identified, tagged, and transitioned to JPMC ahead of schedule, in less than three months.
  • Joined the billing unit team to analyze and deliver metrics on six data sources, for an operation comprising of 800-1000 monthly invoice payments, resulting in a successful migration of data from WaMu system to JPMC within four months.
2007 - 2008

Sr Business Systems Analyst, Legal Department

Washington Mutual (now JPMorgan Chase)

Go-to analyst for reports with high exposures or financial analysis.  Supported multiple high profile projects in parallel: senior management, executive-level, and class action cases with exposure in excess of $5M.  Subject matter expert for matter management system.

  • Delivered a series of iterative metrics for senior management review, contributing to operational excellence savings of $6M in the legal department. 
  • Created trending reports on law firm expenses, resulting in $3.9M of cost reduction enterprise-wide. 
  • Teamed with financial analysts to create a report of legal costs, providing the Chief Legal Officer with insight into key drivers behind significant expenses and resulting in recognition by senior management.  Report was presented by the Chief Legal Officer at a retreat for Legal SVPs.
  • Selected to collaborate with the Litigation SVP to create multiple sets of metrics, trending, KPIs, and audit detail, for performance evaluation and dashboard reporting to the Audit Committee.
  • Partnered with Litigation attorneys to create on-demand data mining strategies for multi-million dollar lawsuits, enabling figures for unanticipated scenarios to be provided to the attorneys while in court.
2005 - 2006

Business Systems Analyst, Legal Department

Washington Mutual (now JPMorgan Chase)

Reporting analyst for litigation data mining, scheduled business reports, and ad hoc requests.  Participated in multiple software updates/change implementations.

  • Chosen to assume the role of delivering quarterly executive-level dashboard reports.  Eliminated all errors and reduced time spent on reviews and quality checks.
  • Collaborated with Litigation attorneys to create data models on multi-million dollar class action cases, enabling attorneys to anticipate exposures using different scenarios and effectively prepare arguments.
2004 - 2005

Project/Financial Systems & Operations Analyst II, Corporate Finance

Washington Mutual (now JPMorgan Chase)

Maintained reporting systems for the general ledger, corporate accounts, and SOX/Basel II.  Technical liaison for the business unit with technical support groups.

  • Designed a BusinessObjects universe, which provided end users with the ability to run canned reports and increase productivity. 
  • Created exception reports for team members to verify work, eliminating errors and increasing efficiencies.
  • Accepted ownership of database administrator role for the corporate accounts reporting system (Access database, Visual Basic), due to staff reductions and retirement of the DBA, resulting in continued database maintenance.
2002 - 2003

Project/Financial Systems & Operations Analyst, Corporate Finance

Washington Mutual (now JPMorgan Chase)

Maintained general ledger reporting system.  Responsibile for troubleshooting performance issues and ran monthly and ad hoc reports.

  • Implemented tools and procedures to create a point-of-contact, resulting in faster response times and eliminating duplicate work.
  • Participated in upgrade of general ledger reporting system to SQL server and web UI.  Gathered business requirements, wrote functional specs & test scripts, and conducted UAT.
  • Self-taught SQL reporting, due to sudden departure of the Reporting Analyst, enabling management to consolidate roles and reduce department costs by one FTE.
2001 - 2002

Finance Associate, Corporate Finance

Washington Mutual (now JPMorgan Chase)

Conducted research on unclaimed property for analysts.  Assisted with all aspects of testing for GL systems upgrade.

  • Developed Access database to track unclaimed property reporting, eliminating manual process and increasing efficiencies.
  • Self-taught SQL reporting, due to sudden departure of the Reporting Analyst, enabling management to consolidate roles and reduce department costs by one FTE.



SQL Reporting

Managing multiple data sources

MS Office Suite

Access, Excel, Powerpoint, Visio, Word


XI R2, DesktopI, WebI, Designer, Crystal Reports XI


  • BusinessObjects Reporting, Washington Mutual
  • BusinessObjects Designer, self-taught
  • Crystal Reports, self-taught
  • SQL Reporting (applied to Microsoft Access), self-taught
  • Basic Bank Accounting, Washington Mutual
  • Reconciliation 101, Washington Mutual
  • Communicating to Influence, Washington Mutual
  • University of Washington, Seattle, WA.  Earned 160 credits towards a Bachelor of Arts.


IDEATION- a fascination with ideas, concepts, new perspectives; to connect disparate data utilizing common links.  Essential for coming up with (or simply recognizing) innovation and out-of-the-box ideas.

DELIVERATIVE- in essense, risk mitigation.  An innate ability to identify potential risks and issues, anticipate impacts, and plan accordingly.

SIGNIFICANCE- a desire for credibility, professionalism, and appreciation.  Goals oriented, and will likewise encourage team members toward exceptional achievements.

COMPETITION- instinctive awareness of performance and measurements.  Natural desire to exceed goals, and expect great accomplishments.

ADAPTABILITY- ability to respond to unforeseen demands.  Flexible, understanding that roadblocks are inevitable and to be expected.

(strength themes based on the Clifton StrengthsFinder,


Senior business systems analyst with broad and diversified experience in Business Intelligence (data mining, reporting and analysis), project management, system implementations and software application testing.  

Exceptional track record of developing complex reports and delivering insightful analysis under aggressive deadlines.  

Demonstrated ability to work well with both business and IT stakeholders, to explain issues from both perspectives and recommend sound solutions.  

Repeatedly promoted to levels of increasing responsibility.  

Expert knowledge of SQL reporting, Business Objects, and all Microsoft Office products (including Access and Excel).  

Experienced in PMLC and SDLC methodologies for cross-divisional projects and in-house systems/software development.  

Seasoned ability to quickly learn new systems and function as subject matter expert.