• Led finance (FP&A, accounting) & operations teams for telecommunications SaaS company away from spreadsheets into using modern BI tools (AWS stack).• Gathered (via 3rd-party API & internal ETL), structured & transformed data for actionable insights on SaaS revenue.• Built interactive visualizations for cross-departmental collaboration.• Structured shared company data for re-usability, reliability and self-service analysis.• Reporting to the CFO, developed reporting metrics for M&A opportunities and external funding partners.

Determine the suitability of existing software systems for state-of-the-art business intelligence reporting and provide recommendations for system enhancements as needed.Prepare data for transferring from legacy data systems to modern ones.Discover external data to join with internal operational data for gaining new insights previously unavailable to the management team. Build real-time, interactive reporting to aid the management team in making data-driven decisions about its business.Train internal team members on how to maintain and extend dashboards to meet evolving business conditions.

Data product requirements gathering for the mortgage industry.Client-facing agile team member responsible for translating business needs into technical requirements for ETL pipeline building and data visualizations using PowerBI.Agile Certified Scrum Master (2022).AWS Certified Cloud Practioner (2022).

Built custom queries in AWS Redshift to feed data visualizations designed in Quicksight for providing insight on call center operations.Worked with stakeholders to enhance data products with new data sources, reporting metrics and views on operational data.Communicated the business impact of information displayed in visuals to stakeholders.Documented metrics using a team wiki platform in SQL code, from Redshift meta-data and in plain business language to facilitate onboarding of new data professionals to the team.

Owns the data visualization roadmap for automated Business Intelligence reporting and predictive analytics of Big Data related to internal, customer-focused processes.Data steward for all client interaction data that feeds into the corporate data lake focused on solid data governance and accuracy.Designed and implemented automated reporting structure for strategic customer base using Python, SQL and multiple interactive dashboard tools.Created a predictive model driven system for identifying end-users who are at elevated risk for churn.Documented stakeholder requirements, develop functional specifications, and design and deliver visualizations.Ensured company data standards are met by ensuring that the developed queries and dashboards coincide with company needs.

ServiceBridge is a web and mobile application designed to optimize the business operations of SMB service contracting companies. Our product simplifies work order management and empowers field technicians to accomplish more on a job site. We are specifically suited to franchise organizations and dealer networks because we aggregate data to a central point for standardization and reporting.ServiceBridge is a strategic product in the Devbridge Group portfolio. Devbridge Group is a software consultancy that delivers results for enterprise clients through applied Agile methodologies in the user experience, software engineering and product ownership spaces.My responsibility at ServiceBridge is to supervise the P&L by leading all business functions including operations, product management, engineering, design, sales, marketing and customer success. I've built a backlog of customer-focused requirements with an orientation to market trends to turn ServiceBridge into a best-in-class field SaaS product. ServiceBridge has grown its license base by 113% and its monthly revenue by 140% since I assumed leadership.

Business unit leader for a software-as-a-service product. Responsible for product delivery, team leadership, hiring and P&L.

Responsible for growth of a Software as a Service field service optimization platform to repair, installation and service companies of all types across the US and Canada. Manufacturer channel partner account manager.Key duties:- Lead generation- Customer qualification- Product sales demonstration in person and via webinar- Conveying value proposition to end user- Contract negotiation- Drafting Statement of Work documents for non-standard users- Management of demonstration site and sales toolkit- On going relationship management

Led the new product launch within existing sales organization across 12 territories providing coaching, technical support and performance feedback to the team.Served as the technical expert for solar water heating applications, design, installation, and service for sales force and contracting partners. Provided training on solar installation and program training events.Lead regional marketing initiatives through social media, public speaking, customer newsletters, developing new distribution channels and strategic alliances with sustainable building professionals.Speaking events:- BuilldEx Chicago (May 2011)- Chicago Center for Green Technology (Sept 2011)- Professional Training Institution, Evansville, IN (Oct 2011)- Remake Architecture, Evanston, IL (Oct 2011)- Chicago Center for Green Technology (Feb 2012)- Midwest Renewable Energy Association Fair (June 2012)

As part of the SANYO Environmental Division, my job was to develop new sales channels for SANYO's industry leading HIT solar modules by facilitating complete system installations. To do this, I cooperated with balance of system component manufacturers, installation contractors, government agencies, and project financiers. Additionally, I worked with architects, owners, developers, and builders to integrate into their building projects the breadth of SANYO's green building products. Variable Refrigerant Flow (VRF) heating and cooling units, LED tube lighting as a fluorescent replacement, and building security systems are part of this portfolio of options that I presented as a total solution for my clients.Quotes & interviews: -- http://bikeportland.org/2010/01/29/is-portland-and-america-ready-for-e-bikes/ -- http://www.youtube.com/watch?v=3EuG-C-Rx-c -- http://www.youtube.com/watch?v=oa2NCRz-pzw -- http://www.thinkure.com/Will_Sanyo_Make_a_Serious_Custom_Push.pdf-- http://www.portlandonline.com/mayor/index.cfm?c=49266&a=287873

I provided building owners anywhere in the world with independent advice about their solar options. My reports covered solar electric (PV) and solar water heating systems and included the following: 1. Analysis for viability of a solar electric system or solar water heater or both. 2. System sizing for specific energy needs and location. 3. Installation cost estimate. 4. Incentives available. 5. Environmental benefits a solar system would provide. 6. Payback calculation. 7. Lifecycle cost-benefit analysis.My service were suitable for any building owner that is beginning to investigate his or her solar options and wanted to avoid the hard sell of an installation contractor. I also provided a sanity check on any quotes and production estimates that a contractor may forward my clients.

I became interested in renewable energy in the fall of 2005 and decided to make a major career change. I left my job in the elevator industry so that I could focus completely on becoming a solar energy professional.The first step was to enroll in general science classes at a local college to cover some gaps I had in my undergraduate degree. I then took a position as a Materials Tester with Applied GeoScience in the Chicagoland for field engineering experience. I supervised the installation of concrete for sidewalks, roads, and building foundations; acted as a Quality Control tester for citywide sidewalk installation project; conducted soil stability analysis for residential caisson installations; and performed lab strength tests of concrete test cylinders to ensure specification compliance.In the summer of 2006, my wife and I packed our bags and visited a few countries that we've always wanted to see. After touring some places in the US, we went to Mexico, Hong Kong, Thailand, India, Nepal, and finally Turkey. I had my first solar heated shower in the Himalayas! It was a fabulous trip and I'm glad we seized the opportunity to do it when we had the chance. Traveling through remote and impoverished parts of the world was both exotic and completely familiar at times but always a tremendous experience that I'll continue to draw on for the rest of my life.Upon returning to the US in July of 2007, I resumed formal class and field work in solar energy systems with Solar Energy International and the Midwest Renewable Energy Association. During the next 10 months, I worked for the City of Madison, Wisconsin as a Field Engineering Assistant serving as a supervisor of public works projects including street & sidewalk construction and sewer installation & repair. I left Madison in March 2008 to start my own solar installation and consulting company in Chicago.

Outside sales for elevator maintenance contracts and repairs in the Chicago central business district

Sales of electric circuit protective devices to retail hardware stores across the US and international for Eaton/Cutler-Hammer products.

Delta Company 1997, TBSInfantry Officer Course, Jan - Mar 19982nd Battalion, 6th Marines (Camp Lejeune, NC), June 1998 - May 2001Rifle Platoon Leader, G Co (2/6)81mm Mortar Platoon LeaderBattalion Assistant Operations Officer (S-3A)

Battalion Assistant Operations Officer (2nd Battalion, 6th Marines)- Supervised the daily training and safety of over 700 Marines by working with my subordinate leaders.- Submitted oral and written operations reports to my superiors.- Responsible for maintenance and accountability of weapons, telecommunications equipment, computers, and vehicles worth over $10 million.Platoon Leader- Directed the training and tactical employment of two infantry platoons.- Trained my units along side foreign armies in Spain, Italy, Greece, Macedonia, Serbia, and Israel.- Completed 9 months of leadership training under harsh physical and mental conditions.- Responsible for maintenance and accountability of weapons and unit equipment worth over $1 million.