Business Performance Analyst
Ross Castañeda
1912 Creek Hollow, San Antonio, TX 78259 ? ------------ ? ------------
OBJECTIVE
To enter into a professional role providing business intelligence aiding in executive decision-making incorporating data analysis, financial reporting, and strategic planning.
QUALIFICATIONS
Seasoned professional with extensive track record encompassing duties in:
• Financial reporting
• Budgeting and strategic planning
• Project management
• Scorecard development and maintenance
• Dashboard creation
• Data mining and analysis with keen insights for identifying KPIs
• Consumer household and product profitability analyses
• Pro forma analyses of expected shop openings
• National industry peer survey completion and analysis
• Serving national client base with up to 70% travel
• Project manager for software application releases
• Software engineer, providing software testing and quality assurance
• Predictive data modeling for customer attrition and next likely product
• Market segmentation and demographic analyses of bank customers and U.S. population
• Operational reporting and creation of presentations for CEO, CFO, Board of Directors
• National client conference presentations
• Hiring, training, motivating and developing analytical, accounting, and mortgage servicing staffs
• Cultivation of excellent professional relationships with employees at all levels with proven team-player attitude
• Proven problem-solving
• Excellent written and verbal communications
• Planning, organizing, and prioritizing work projects while under pressure to meet deadlines
EXPERIENCE
2019-Present Contracted Consultant for Moody Bank, Galveston, TX
Business Intelligence Consultant
2015-2018 Fiserv, Alpharetta, GA
Business Technology Consultant
2004-2015 Broadway Bank, San Antonio, TX
Business Performance / Financial Analyst, Vice President
2002-2004 Washington Mutual Bank, San Antonio, TX
Senior Technology Analyst
1998-2002 Bank of America, Jacksonville, FL
Marketing Information Manager, Vice President
1998 NationsBank, Jacksonville, FL
Marketing Information Manager, Vice President
1995-1998 Barnett Banks, Jacksonville, FL
Mortgage Product Analysis Manager, Officer
1985-1995 BancPLUS Mortgage Corp., San Antonio, TX
Special Assets Manager, 1993-1995; Senior Financial Analyst, 1990-1993;
Foreclosure Supervisor, 1989-1990; Secondary Marketing Analyst, 1988-1989; Accountant (Foreclosure/Investor Accounting), 1985-1988
EDUCATION
B.A., Mathematics, Trinity University, San Antonio, TX; 1985
COMPUTER SOFTWARE PROFICIENCIES
• MS Excel (expert level), VBA, Word, Project, PowerPoint
• Crystal Reports
• Hyperion Essbase (expert level)
• SQL, SAS (over ten years’ querying experience, author-level)
• Database experience in KnowledgeShare, DB2, and Teradata platforms
• Management Planning and Control (Fiserv’s budgeting and reporting solution)
• PCLM (Fiserv’s Projected Credit Loss solution)
• Various general ledger and core systems
• ALSS, ALPS, various mortgage servicing systems
• JCL, Rational ClearQuest
• KnowledgeSTUDIO (ANGOSS; CHAID analysis)
COMMUNITY INVOLVEMENT
San Fernando Cathedral, Finance Council Member, 2015-current;
Court Appointed Special Advocate (CASA), Volunteer Advocate, 2010-2013, current;
Big Brothers Big Sisters of South Texas, Volunteer Mentor / Big Brother, 2010-2014;
Children’s Shelter, Board Member, 2012-2014;
Junior Achievement, Volunteer Presenter, 2005-2013.
Ross Castañeda
1912 Creek Hollow, San Antonio, TX 78259 ? ------------ ? ------------
OBJECTIVE
To enter into a professional role providing business intelligence aiding in executive decision-making incorporating data analysis, financial reporting, and strategic planning.
QUALIFICATIONS
Seasoned professional with extensive track record encompassing duties in:
• Financial reporting
• Budgeting and strategic planning
• Project management
• Scorecard development and maintenance
• Dashboard creation
• Data mining and analysis with keen insights for identifying KPIs
• Consumer household and product profitability analyses
• Pro forma analyses of expected shop openings
• National industry peer survey completion and analysis
• Serving national client base with up to 70% travel
• Project manager for software application releases
• Software engineer, providing software testing and quality assurance
• Predictive data modeling for customer attrition and next likely product
• Market segmentation and demographic analyses of bank customers and U.S. population
• Operational reporting and creation of presentations for CEO, CFO, Board of Directors
• National client conference presentations
• Hiring, training, motivating and developing analytical, accounting, and mortgage servicing staffs
• Cultivation of excellent professional relationships with employees at all levels with proven team-player attitude
• Proven problem-solving
• Excellent written and verbal communications
• Planning, organizing, and prioritizing work projects while under pressure to meet deadlines
EXPERIENCE
2019-Present Contracted Consultant for Moody Bank, Galveston, TX
Business Intelligence Consultant
2015-2018 Fiserv, Alpharetta, GA
Business Technology Consultant
2004-2015 Broadway Bank, San Antonio, TX
Business Performance / Financial Analyst, Vice President
2002-2004 Washington Mutual Bank, San Antonio, TX
Senior Technology Analyst
1998-2002 Bank of America, Jacksonville, FL
Marketing Information Manager, Vice President
1998 NationsBank, Jacksonville, FL
Marketing Information Manager, Vice President
1995-1998 Barnett Banks, Jacksonville, FL
Mortgage Product Analysis Manager, Officer
1985-1995 BancPLUS Mortgage Corp., San Antonio, TX
Special Assets Manager, 1993-1995; Senior Financial Analyst, 1990-1993;
Foreclosure Supervisor, 1989-1990; Secondary Marketing Analyst, 1988-1989; Accountant (Foreclosure/Investor Accounting), 1985-1988
EDUCATION
B.A., Mathematics, Trinity University, San Antonio, TX; 1985
COMPUTER SOFTWARE PROFICIENCIES
• MS Excel (expert level), VBA, Word, Project, PowerPoint
• Crystal Reports
• Hyperion Essbase (expert level)
• SQL, SAS (over ten years’ querying experience, author-level)
• Database experience in KnowledgeShare, DB2, and Teradata platforms
• Management Planning and Control (Fiserv’s budgeting and reporting solution)
• PCLM (Fiserv’s Projected Credit Loss solution)
• Various general ledger and core systems
• ALSS, ALPS, various mortgage servicing systems
• JCL, Rational ClearQuest
• KnowledgeSTUDIO (ANGOSS; CHAID analysis)
COMMUNITY INVOLVEMENT
San Fernando Cathedral, Finance Council Member, 2015-current;
Court Appointed Special Advocate (CASA), Volunteer Advocate, 2010-2013, current;
Big Brothers Big Sisters of South Texas, Volunteer Mentor / Big Brother, 2010-2014;
Children’s Shelter, Board Member, 2012-2014;
Junior Achievement, Volunteer Presenter, 2005-2013.