Process Re-Engineering Specialist – Client Experience Operations at UBS

Led end-to-end analysis of form rejection drivers, identifying inefficiencies and implementing solutions that reduced form rejection rates by 12% in three months, improving data quality and regulatory compliance. Collaborated cross-functionally with Finance, Operations, and Technology teams to drive process improvements and deliver strategic initiatives aligned with firm-wide objectives. Documented current-state processes with SMEs and Business Analysts, supported design and testing of enhanced digital solutions. Developed and maintained Tableau dashboards to monitor digital adoption KPIs for E-Del & E-Sig forms, enabling leadership to track costs associated with client mailings. Prepared and presented insights and progress on transformation initiatives to senior stakeholders.

Technology Analyst – Public Cloud Service Management at Credit Suisse

Built and maintained Power BI dashboards to track cloud usage KPIs, supporting financial transparency and cost optimization. Collaborated with engineering and DevOps teams to deploy Azure policies via Git, contributing to policy governance and compliance. Supported Agile workflows by delivering sprint artifacts and tracking progress to ensure alignment with project timelines and priorities.

Technology Summer Analyst - BI & Analytics Team at Credit Suisse

Developed Tableau reports using data from ServiceNow & DataLake, enabling visibility into operational and financial metrics. Supported year-end financial reporting by leveraging Axiom to enhance reports. Partnered with cross-functional stakeholders to gather requirements and deliver data-driven insights aligned with business needs.