Cassie Williams Email and Phone Number

- Product Manager for the Reporting & Analytics team and Data Engineering team for the Digital products area of Fluence Energy - Led team to develop digital internal Uplift Backcast Simulation Streamlit Application that led the business development team to increase revenue and reduced time to sign new customers - Performed data analysis and validation utilizing Snowflake and Looker for our data visualization and analytical reporting tech stack- Owned strategy and roadmap for Reporting & Analytics and Data Engineering products, from requirements gathering and stakeholder management to development and impact evaluation- Managed the growing toolkit of internally-developed analytics applications, whose users included team members in product, engineering, data science, commercial, and operations teams in the US and Australia- Curated and managed product backlog using traditional scrum ceremonies while running two-week sprints using Scrum and agile frameworks. - Refined Data Engineering user stories to develop pipelines landing data in AWS S3 and integrating data utilizing Postman API Endpoints in upstream applications- Worked with DevOps team to create/monitor production jobs in DataDog for data engineering team - Initiated implementation of Aha! Road-mapping Tool to automate creation of roadmaps across the company

- Maintained Enterprise Data Strategy through defined centralized roadmap that delivered on data capabilities including Data Management Strategy, Data Governance, Data Quality, Master Data Management and Reporting & Analytics - Initiated implementation of Aha! Road-mapping Tool to automate creation of roadmaps across the company- Instituted new hierarchical approach of Azure DevOps boards to assist with driving towards a more true agile methodology as well as utilize as input for Roadmap creation- Created manual roadmap dashboards utilizing Tableau prior to Aha! Roadmap tool implementation - Collaborates with EIM leadership and respective teams to facilitate the creation and maintenance of department roadmaps, and the development of overarching EIM Data Program roadmaps for socialization across the CoBank organization. - Organizes data strategy programs and activities through the definition of goals and providing data related expertise to support the development and incubation of new programs, projects, technologies and data capabilities that align with the strategic direction of the organization, drive business growth, and apply data as an asset.- Analyzes EIM Program risks/issues/actions to ensure strategic objectives are achieved. Identifies and escalates risks/issues/actions as needed to leadership

- Developed global cloud platform integrating Client, Product, and AUM & Flow master data entities from two separate companies prior to merge, and concentrated on providing content for advanced analytics within Janus Henderson - Drove product and business-planning process across cross-functional teams while curating product backlog based on high priority needs from business partners using Scrum and Scaled agile Framework (SAFe) to deliver quarterly features to end users- Developed quarterly feature lists reviewed during quarterly PI Planning sessions using Aha and produced annual roadmaps for global analytics product- Managed team of developers and QA analysts across multiple complex initiatives delivering on time and within budget- Created global data sets (including US and UK data) while maintaining compliance from a GDPR/Regulatory Reporting perspective within Power BI Desktop to provide analytical visualizations and analytical models for business partners- Produced customized dashboards and reports for end users and business partners within Power BI- Assisted in design and development of integrating On-Prem Oracle and SQL Server databases into Azure Data Lake and further utilized Snowflake for improved performance within analytics and reporting tools- Refined users stories to set up data pipelines with integrations from API endpoints to land data in Azure Data Lake- Assisted in operationalizing existing Alteryx mappings into Azure Databircks notebooks to standardize the delivery and output

• Assisted with design of new Global Data Azure Cloud platform • Performed data validation and data analysis using Azure Databricks• Helped complete a product master and Salesforce CRM consolidation following merger of two companies• Gather and document business requirements related to the business’s needs and uses for data and assist in building strategies to enable business intelligence teams to provide analysis and enable data driven decision making • Perform data analysis and validation on data mart tables and other BI data structures • Develop data sources for Tableau Server to be shared in the organization for the building of interactive visualizations • Develop analytic “sandboxes” using data virtualization for usage by the BI teams in multiple BI platforms • Develop PL/SQL for use in BI tools such as Cognos or Tableau • Provide input to the process of information delivery and design.

• Design, develop and maintain database applications, data integrations, and data feeds through SSMS in order to increase business efficiency and data integrity• Implement and maintain a data warehouse and business intelligence system(s)• Develop expert level SQL queries as the foundation of all BI Reporting needs• Gather requirements for and develop BI reports and dashboards through the use of Jaspersoft BI Suite to meet business needs• Quickly analyze complex data patterns in order to establish solutions to resolve data issues• Coordinate the efforts of many resources, both internal and external, to ensure solutions are implemented timely and precisely• Act as an internal SharePoint resource, implementing new workflows, sites, pages or functionality as business needs dictate.• Troubleshoot problems and work with external vendors to resolve system issues

- Provide level 3 support for Scottrade’s AS400 Back Office System - Handle incoming production issues that deal with any aspect of the AS400 back office system-Train QA and Development on multitude of back office system functionality -Assist with QA testing efforts including test plan documentation, validating test results, test plan coverage-Established relationships with business stakeholders to understand the functions served by application to increase effectiveness of support, as well as assess application criticality.

- Comprehensive knowledge of testing methodologies and application debugging from a technical and business perspective.- Worked with appropriate project teams to review and provide feedback on requirements and application functionality to improve software quality and to create test plans and test cases. Ensure the test cases are properly defined in the QA test tool repository. - Ability to expand product knowledge and act as a project lead for small to large projects.- Ability to logically document testing processes, accumulate testing results and publish reports.- Gained strong background with SQL with the ability to integrate queries into test cases.- Log defects and work with the Business and IT to prioritize and resolve issues.

- Assess clients’ inquiries and requests with speed and accuracy in order to resolve them in a timely fashion- Determine if issues require programmatic changes and if so gather the appropriate information to open a ticket.- Stay up to date with Self Regulating Organizations by maintaining a compliance spreadsheet; open Compliance tickets if there is a notice that requires system changes

• Assist customers with their financial needs by delivering unparalleled value and outstanding service to clients • Uncovering business opportunities, discussing the latest market trends in order to determine if they fit the client’s needs. If so, directing them to a financial consultant. • Worked in highly cooperative teams in an inclusive environment • Obtained Series 7 and Series 63 Licenses