accordanalyst.com

Alexis "Zaira" Kelly

Senior Audit & Operations Analyst

Fintech SaaS Revenue Operations Billing Ops SQL Process Automation Distributed Teams Open to Remote
$450K+
Annual Overcharge Recovery
20+
Global Accounts Managed
30%
Faster Audit Cycles
25%
Team Accuracy Improvement
$5M
Federal Funding Directed
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Portfolio

Featured Projects

Profile

Professional Summary

10+ years turning operational chaos into scalable systems — across fintech SaaS, compliance, and people leadership. Currently recovering $450K+ annually in carrier overcharges across 20+ global accounts at a Fortune 500 freight audit platform, while driving SQL-backed automation and mentoring distributed analyst teams.


Known for finding the structural problem others miss and building the process that outlasts them. Seeking Senior Analyst, Lead Analyst, or Ops Manager roles in Revenue Ops, Billing Ops, or Audit Operations. Remote-friendly environments preferred.

Billing & Revenue Ops
Invoice Auditing · Overcharge Recovery · Revenue Reconciliation · Contract Rate Verification · Audit Compliance
Data & Tools
SQL · Python · Advanced Excel · Power BI · Looker · Tableau · Snowflake · Salesforce · EDI · RMS
Operations & Process
SOP Development · KPI Tracking · Workflow Optimization · Root Cause Analysis · Process Improvement
Leadership
Team Development · Training & Mentoring · Cross-Functional Coordination · Program Management

Career

Professional Experience

Jan 2024 – Present
Cass Information Systems
Fintech SaaS · Remote
Senior Global Audit Analyst
Senior analyst driving billing compliance, revenue recovery, process automation, and team development across 20+ Fortune 500 international accounts on a global fintech SaaS platform.
Recovered $450K+ in carrier overcharges annually across 20+ accounts through systematic contract rate verification, tariff validation, and exception resolution.
Reduced audit cycle times by 30% via purpose-built Excel automation handling complex, region-specific carrier rate logic across international account workflows.
Improved team-wide accuracy by 25% after training 6 analysts — built onboarding frameworks and SOPs that let the team scale and operate independently.
  • Audited freight invoices against contract rates, tariff tables, and authority documentation; executed SQL-based aging prioritization to reduce backlog congestion and accelerate high-value exception resolution
  • Implemented complex accounts using validation files, RMS, EDI, and automation tooling within a SaaS delivery model; developed and maintained audit procedures and exception reporting frameworks
  • Coordinated asynchronously across European (UTC +2) and Asian (UTC +5:30) distributed teams, independently managing implementation and ongoing audit with minimal oversight
May 2023 – Sept 2025
United Way of Greater St. Louis
Nonprofit · Remote
Community Partnerships Manager
Program operations manager overseeing cross-agency execution, federal funding compliance, and community impact reporting across the St. Louis Metro nonprofit network.
Directed distribution and compliance documentation for $5M in government funding — ensuring accurate allocation and 100% adherence to local and federal program requirements.
  • Coordinated 10+ nonprofit partner agencies as centralized liaison, aligning stakeholders on timelines, resource allocation, and service delivery under deadline-driven conditions
  • Oversaw case operations for 200+ families across financial assistance, education, and domestic support pathways; synthesized program data into executive-facing impact reports and donor presentations
  • Strengthened cross-agency partnership models, contributing to a 50% increase in coordinated community response initiatives
Jul 2022 – Jan 2023
Cass Information Systems
Fintech SaaS · Remote
Marketing Research Analyst
Data operations analyst supporting billing intelligence, CRM integrity, and revenue data quality within the fintech SaaS platform.
Uncovered $250K+ in cost-saving opportunities through billing data analysis, validation, and process correction — surfacing systematic errors in billing workflows.
  • Analyzed transactional billing data using advanced Excel to surface systematic billing errors, support revenue recognition accuracy, and identify cost-saving opportunities across client accounts
  • Led data migration for 500+ client accounts and built data cleansing pipelines to standardize 10,000+ CRM records, reducing processing time by 18% and strengthening segmentation accuracy for revenue teams
Jun 2019 – Apr 2020
Henkel
Manufacturing
Risk Analyst
Risk and compliance analyst standardizing operational procedures and SHEQ reporting across a global manufacturing environment.
Rebuilt 100+ SOPs into structured, scalable formats — enabling 35% faster retraining cycles and measurably improving adherence to operational controls.
  • Standardized risk and compliance procedures across manufacturing operations, consolidating fragmented workflows into structured SHEQ reporting and embedding hazard mitigation protocols across departments

Credentials

Education & Certifications

Data Analytics Professional Certificate
IBM / Coursera
2023 – 2024
Business Analytics
OneTen
2022 – 2023
Bachelor of Arts, Creative Writing
Southern New Hampshire University
2024 – 2028

Beyond Work

Volunteer & Additional

Community Operations & Moderation Lead
Final Fantasy VIII Fandom Discord · Remote · 8,000+ members
Feb 2020 – Present
  • Reduced conflict escalation by 35% through refined async resolution processes and documented conduct standards
  • Integrated moderation bots and analytics tools to automate routine tasks and track community sentiment; derived actionable insights from activity data to inform engagement strategy and policy
  • Increased user-generated content by 40% through structured content programming
Interests

Rhythm game enthusiast (Placed 3rd in Bracket) · Language Learning – Japanese · Interactive Storytelling & Game Design

Let's connect

Open to Senior Analyst, Lead Analyst, and Ops Manager roles in Revenue Ops, Billing Ops, or Audit Operations · Remote-friendly