• Worked as project manager to implement our new CRM system, ensuring ETL processes were in place to move data from Salesforce and Google Docs to DealCloud eliminating human error.• Utilized SQL, Looker, and Google Data Studio to create a seamless stream of data to provide automated reports for multiple internal teams, including: relationship managers, product, and C-Suite individuals. And conducted testing to ensure accuracy. • Setup and maintained all data workflows for our department, becoming the one stop shop for all things data, reporting, and visualization. Which supports product, private transfers, and client relationship teams.

• Conducted data analysis, profiling and quality assessment to maintain integrity of data metrics used in business planning.• Implemented new data tracking metrics to assist in the ongoing efforts of headcount coverage.• Helped resolve urgent issues with data analytics and visual representation to deliver relevant insights to senior business leaders.• Took on a department BI lead role to help train and lead new embedded BI members through their projects and careers.

• Improved communication skills by working with teams across the world to handle intricate exception based approvals for sensitive clients.• Developed quicker methods of analyzing complex asset transfers and hosted training sessions to increase these abilities across my team.• Participated in GS Data School to increase knowledge of data prep, design, warehousing and querying. • Passed proficiency exams in SQL and Alteryx to become the team’s embedded BI specialist.

• Implemented VBA Macros which eliminated human error in our daily reporting metrics, saving 2 hours each week. • Handled all client data needs, including setting up ETL workflows for data flows, coordinating reports, and creating visualizations for meetings.

• Designed and implemented a new online procedure to improve online sales by 20%.• Worked with the CEO and management to find and implement solutions to company problems.