Senior Business Management Associate Resume


Emily Greer Senior Business Management Associate (704) 555-6381 emily.greer@example.com linkedin.com/example/emilygreer Charlotte, NC 28202 STRENGTHS Executive storytelling Turned dense metrics into clear presentations, and leaders used those narratives during operating reviews. Data workflow design Built cleaner reporting paths with Excel and Alteryx, giving managers more confidence in dashboard inputs. Risk and controls Flagged reporting gaps during process reviews, then worked with owners until practical controls were in place. Stakeholder coordination When priorities shifted, kept owners and milestones visible so cross functional work continued without confusion. Visual communication Started with a simple wireframe, gathered feedback, and shaped dashboards that made decisions easier to discuss. SKILLS Business Management Strategic Initiatives Executive Reporting Business Analysis Project Management Data Infrastructure Trend Analysis Financial Metrics Risk Identification Excel PowerPoint Alteryx Qlik Dashboards Data Visualization Wireframing LANGUAGES English Native 40 Spanish Intermediate 20 MY CAREER SUMMARY Senior business management professional with six years supporting commercial banking and innovation focused organizations through strategic initiatives, executive reporting, project delivery, and performance analysis. Translates financial and nonfinancial metrics into clear insights, presentations, dashboards, and practical decisions for leaders serving technology startups and healthcare and life sciences companies. Advanced Excel and PowerPoint experience supports rapid analysis, polished reporting, and management storytelling. Builds Alteryx workflows and Qlik dashboard inputs that improve data quality and usability. Coordinates stakeholders, milestones, risks, controls, and next steps across concurrent work streams. Applies Agile and Scrum practices to simplify delivery and strengthen operating processes. Brings thoughtful design, intellectual curiosity, and responsive problem solving to complex business needs, helping leadership act with better information and stronger execution. EXPERIENCE Senior Business Management Associate Catalyst Harbor Bank January 2024 - Present Charlotte, NC Lead strategic work streams for commercial banking teams serving technology startups and healthcare and life sciences companies. Support executive decisions through reporting, analysis, data workflows, dashboard design, risk controls, and Agile delivery coordination. Connected growth priorities with executive reporting and operating metrics for innovation focused banking teams. Built Excel and Alteryx workflows that supplied governed inputs for Qlik management dashboards. Translated financial and nonfinancial trends into PowerPoint narratives for operating reviews and strategy sessions. Mapped reporting risks to mitigating controls, accountable owners, and documented remediation follow through. Created dashboard wireframes and presentation mockups that clarified metrics, hierarchy, and stakeholder decisions. Coordinated Agile planning across dependencies, priorities, decisions, and executive requests for cross functional initiatives Business Management Associate VentureBridge Financial July 2022 - December 2023 Raleigh, NC Supported business management for bankers serving venture backed technology and healthcare clients. Managed reporting redesigns, performance analysis, project coordination, dashboard concepts, stakeholder communication, and control reviews across finance, coverage, operations, and data partners. Linked client activity, pipeline movement, revenue indicators, and priorities within leadership performance views. Developed Excel models and PowerPoint reporting packs with validated data and concise trend commentary. Converted working session decisions into owners, milestones, dependencies, and follow up actions. Prototyped Qlik dashboard layouts through short feedback cycles with business managers and data partners. Facilitated Scrum check ins that clarified blockers and sequenced reporting redesign deliverables. Reviewed process exceptions and control gaps, supporting evidence based remediation plans with clear deadlines Business Analyst Meridian Strategy Partners June 2020 - June 2022 Durham, NC Delivered business analysis for financial services and growth company engagements. Organized operational and financial information into decision support, presentation materials, dashboard concepts, project records, and repeatable reporting processes for client managers and project leads. Structured operational and financial data into findings that guided client managers and project leads. Built Excel analyses with lookup, pivot, and scenario techniques to examine performance patterns. Produced PowerPoint presentations that connected charts, concise messages, and logical executive story flow. Created dashboard mockups that aligned stakeholders on metric definitions and visual priorities before development. Managed project tracks through schedules, meeting materials, issue logs, and decision records. Simplified recurring reporting handoffs through documented process reviews and standardized delivery steps PROJECTS Management Information Workflow 2025 A practical reporting improvement effort connected Excel and Alteryx inputs with Qlik dashboard needs. Clearer definitions and cleaner handoffs gave business managers more usable information for performance discussions. Reporting Redesign Work Stream 2023 A collaborative redesign effort turned manager feedback into dashboard layouts, presentation wireframes, and sequenced delivery steps. Short review cycles helped stakeholders reach decisions with less rework. LEADERSHIP & AWARDS Received Alteryx Designer Core Certification in 2025 for data preparation and workflow capability. Earned Certified ScrumMaster credential in 2024 after supporting structured Agile and Scrum delivery practices. Recognized by business leaders for clear executive reporting, thoughtful analysis, and dependable follow through. EDUCATION Bachelor's Degree in Finance University of North Carolina at Charlotte GPA: 4.0 2020 Charlotte, NC Coursework: Financial analysis, corporate finance, investment analysis, business analytics CERTIFICATIONS Alteryx Designer Core Certification 2025 Certified ScrumMaster 2024 TECHNICAL SKILLS Spreadsheet Analysis: Microsoft Excel, PivotTables, Lookup Functions Presentation Development: Microsoft PowerPoint, Executive Decks, Presentation Design Data Preparation: Alteryx Designer, Data Blending, Workflow Automation Data Visualization: Qlik Sense, Qlik Dashboards, Dashboard Wireframes Project Delivery: Agile, Scrum, Sprint Planning Business Analysis: Trend Analysis, Financial Metrics, Performance Indicators Risk Management: Risk Identification, Mitigating Controls, Issue Tracking Reporting Systems: Management Reporting, Data Infrastructure, Information Quality Design Methods: Wireframing, Mockups, Information Hierarchy Stakeholder Engagement: Executive Support, Global Managers, Cross Functional Coordination SKILLS Business Management Strategic Initiatives Executive Reporting Business Analysis Project Management Data Infrastructure Trend Analysis Financial Metrics Risk Identification Excel PowerPoint Alteryx Qlik Dashboards Data Visualization Wireframing PROFESSIONAL AFFILIATIONS Commercial banking professional community, Charlotte, North Carolina. Agile and Scrum practitioner community focused on practical delivery and team coordination. LANGUAGES English (Native) Spanish (Intermediate) ADDITIONAL INFORMATION Work Status : Authorized to work in United States. No sponsorship required. ADDITIONAL INFORMATION Work Status : Authorized to work in United States. No sponsorship required. REFERENCES AVAILABLE ON REQUEST