Marcus Delray Whitfield

Profile

Financial analyst with 6 years translating complex data into executive decisions, now pivoting into UX product design after completing a 9-month intensive bootcamp and shipping three portfolio projects. Specialized in data-driven design research, workflow optimization, and translating dense information architecture into intuitive interfaces. Reduced internal reporting friction by 40% at Vantage Capital by redesigning a legacy dashboard prototype before formal design training began.

Work Experience

UX Design InternJan 2024 - Present

Fieldstone Digital, Austin, TX

Redesigned onboarding flow for a B2B SaaS client, cutting average time-to-first-action from 11 minutes to 4 minutes across 200 beta users tested in Maze.
Conducted 18 moderated usability sessions and synthesized findings into a prioritized opportunity map that the product team adopted for Q3 roadmap planning.
Built a reusable Figma component library of 60+ elements, reducing designer handoff time by 30% and eliminating 14 recurring QA discrepancies.

Senior Financial AnalystMar 2020 - Dec 2023

Vantage Capital Partners, Dallas, TX

Owned monthly reporting suite consumed by 12 C-suite stakeholders; independently redesigned the Excel dashboard layout, reducing review meeting prep time by 40%.
Modeled 3-year revenue forecasts for a $220M acquisition target, synthesizing 7 data sources into a single narrative deck that accelerated board sign-off by 3 weeks.
Mentored 2 junior analysts on data visualization best practices, raising team presentation scores in internal QBR feedback surveys from 3.1 to 4.6 out of 5.

Financial AnalystJun 2018 - Feb 2020

Meridian Advisory Group, Houston, TX

Built automated variance-analysis models in Excel and Python that cut monthly close reporting from 3 days to 6 hours, freeing 18 analyst-hours per cycle.
Delivered client-facing portfolio performance reports for 40+ accounts, consistently rated 'clear and actionable' in 92% of post-meeting client surveys.
Identified a $1.4M fee-leakage issue by cross-referencing billing data across 3 systems, recovering funds within one quarter.

Education

UX Design Certificate — Full-Stack Product Track2023 - 2024

CareerFoundry, Online

Capstone: end-to-end mobile app design for personal finance management; mentor-reviewed across 8 modules

B.S. Business Administration, Finance Concentration2014 - 2018

University of Houston, Houston, TX

Dean's List 3 semesters; led UX audit of student-portal as senior capstone project

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