Hi, I'm Frances, a Banking Operations professional with over 10 years of experience in Wealth Management, Commercial Banking, Corporate Banking, and Client Servicing.
I specialize in helping businesses streamline manual processes, improve operational visibility, and reduce repetitive work through workflow automation and low-code business solutions.
My experience combines deep operational knowledge with hands-on development using Microsoft Power Platform, including Power Apps, Power Automate, SharePoint, Microsoft Forms, and VBA.
Throughout my career, I have designed and implemented solutions supporting onboarding, document management, workflow tracking, operational monitoring, approvals, and reporting processes within highly regulated environments.
Services I can help with:
• Power Apps development
• Power Automate workflows
• SharePoint-based solutions
• Microsoft Forms automation
• Process mapping and improvement
• Approval workflows
• Dashboard and operational reporting solutions
• Excel and VBA automation
I focus on practical, user-friendly solutions that improve efficiency, visibility, and governance while keeping business needs at the center of every project.
Experience: 5 - 10 years
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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