Katie Lloyd-Nguyen
Jefferson City
Summary
Data-driven project and operations professional with extensive experience in regulated environments. Develops KPI dashboards and coordinates cross-functional initiatives to enhance processes and provide actionable insights for strategic decision-making. Strong background in compliance reporting, data validation, and continuous improvement to support project management objectives.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Operations Analyst
SS&C Technologies
01.2024 - Current
- Develop and maintain interactive dashboards and recurring reports to monitor performance, quality, and operational trends.
- Coordinate with stakeholders across departments to gather reporting requirements and deliver actionable insights.
- Analyze data to identify root causes, performance gaps, and opportunities for continuous improvement.
- Validate data accuracy and reconcile outputs used for management decision-making.
- Support strategic initiatives through reporting enhancements, workflow optimization, and metric development.
Defined Contributions & Defined Benefits Analyst
Fidelity Investments
01.2023 - 01.2024
- Gathered and analyzed operational data to support reporting, compliance, and service performance initiatives.
- Performed data validation and reconciliation to ensure accurate outputs and adherence to regulatory requirements.
- Created job aids, knowledge resources, and standardized documentation to improve consistency and training outcomes.
- Partnered with stakeholders to prioritize needs, resolve issues, and improve internal processes.
FINRA Licensed Annuities Product Specialist
Pacific Life
01.2019 - 01.2023
- Supported operations in a highly regulated environment requiring strict compliance, confidentiality, and documentation accuracy.
- Contributed to enterprise knowledge management initiatives by improving information structure and accessibility.
- Analyzed service trends and workflow data to recommend process improvements.
- Assisted with CRM implementation efforts including testing, documentation updates, and user adoption support.
Senior Fraud Intake Representative
Capital One
01.2018 - 12.2018
- Investigated transactions and compiled detailed documentation to support compliance reviews and case resolution.
- Prepared reports and summaries to communicate findings and support operational decision-making.
Education
M.S. - Project Management
University of Kansas
12-2025
Post-Baccalaureate Paralegal Certificate -
College of Saint Mary
08-2020
B.A. - Political Science
University of Nebraska–Lincoln
12-2018
Skills
Certification
- Microsoft Certified: Power BI Data Analyst Associate
- Azure Fundamentals
- Azure Data Fundamentals
- CompTIA Security+
- Scrum Product Owner
- Legal Technology Certificate
Selected Project Experience
- Reporting & Assessment Dashboard Development, Designed KPI and quality dashboards in Power BI to track trends, monitor outcomes, and support leadership planning.
- Knowledge Management Improvement Initiative, Improved content organization and searchability of internal resources, increasing efficiency and user access to information.
- System Conversion Support (Salesforce), Supported implementation through testing, documentation updates, and change management coordination.
Timeline
Financial Operations Analyst
SS&C Technologies
01.2024 - Current
Defined Contributions & Defined Benefits Analyst
Fidelity Investments
01.2023 - 01.2024
FINRA Licensed Annuities Product Specialist
Pacific Life
01.2019 - 01.2023
Senior Fraud Intake Representative
Capital One
01.2018 - 12.2018
M.S. - Project Management
University of Kansas
Post-Baccalaureate Paralegal Certificate -
College of Saint Mary
B.A. - Political Science
University of Nebraska–Lincoln