Ashleigh I. Wilson

Work experience

SENIOR PROJECT AND ACCOUNT MANAGEMENT ANALYST | BDO (Formally Blue Beyond Consulting (Remote) | May 2021 - Present

• Partnered with 10 account leaders to support 100+ diverse client portfolios, overseeing budgets, staff utilization, invoicing, and CRM management in Zoho to strengthen account operations.

• Collaborated with account leaders to monitor resource utilization, identifying discrepancies and usage trends that improved allocation efficiency and forecast accuracy.

• Directed monthly invoicing for 100+ accounts, steadily improving on-time billing by ~10% month over month through process refinements

• Provided ad-hoc analytical support using advanced Excel functions (PivotTables, XLOOKUP, Macros) to improve visibility into account performance and support management decision-making.

• Developed Zoho Analytics dashboards that delivered actionable insights for account leaders and management, enhancing reporting transparency and supporting better decision-making.

• Supported organizational transition during BDO’s acquisition of Blue Beyond Consulting, aligning reporting, client billing, and resource management processes to new systems and standards.

Reporting Analyst | Treliant Risk Advisors (Project Based) | July 2016 – March 2021

• Led quality assurance projects to ensure compliance with federal banking regulations, improving oversight across 300+ employees.

• Enhanced processes by expanding the HMDA reporting database, enabling effective coaching and remediation before final submission. 

• Streamlined project operations, increasing team productivity by 42% and achieving an error rate below 2% on 100K+ reviews. 

• Contributed to critical status reporting for projects, which includes learning internal and external tools used to support our clients.

Mortgage Compliance Specialist | Treliant Risk Advisors (Project Based) | February 2016 – July 2016 (PROMOTED TO REPORTING ANALYST)

• Certified compliance with federal banking regulations for HMDA remediation and adverse action review projects, ensuring adherence to regulatory requirements

• Identified and reported loan register defects, facilitating procedural changes and promoting improved data accuracy and integrity.

Project Support Analyst | Southeast Toyota Finance (Project Based) | August 2019 – February 2020

•  Supported 15 project associates in all aspects of the service cloud product development (i.e. Visioning, Refinement, and Execution).

• Analyzed business processes and provided testing feedback to developers through SIT, UAT, and production phases.

• Coordinated with business owners to document process requirements and present future state models.

• Created process maps, test scripts, and user stories to support product development.