● Generate scalable reporting solutions outside of the SDLC framework to provide the firm’s various Global Tech executives with fast reporting follow-up on initiatives when more formal data pipelines don’t exist – stakeholders include the CFO & COO of Public Cloud Enablement & Adoption and CFO of Tech Finance and Business Management.● Enforce an internal data governance strategy of modularity in the data sourcing, for cross project interoperability, and monolith data architectures on the output layer, for easy reconciliations at the reporting and visualization layer; any additional joins between monolith data products are always limited to star schema models.● Architect, build, and maintain Alteryx ETL workflows and their corresponding data products to support various reporting projects within Global Tech Analytics – workflow architecture can be genericized as segregating incoming data sources by cardinality, containerizing them into macros, joining the required datasets to a requested specification, output to a requested file type (usually Tableau Hyper or Alteryx DB files), and then running outputs through a testing suite I created for correctness and cleanliness. ● Create Tableau dashboards for various reporting initiatives – emphasis on developer productivity, tech financials, and public cloud enablement/adoption. Dashboard features include drill throughs, external link navigation, both inter and intra dashboard navigation, dynamic reporting periods, and custom visuals.● Create Excel Power Pivot models for various data domain holders to assist with data discovery and hygiene reporting.● Conduct ad-hoc research and development tasks with focus on enhancing team’s overall knowledge pool and capabilities – alternative data storage solutions (S3, MS SQL), robotic automation (Ui Path), partnerships.

● Conduct Agile ceremonies for a team of developers within the Digital Investment Bank group; maintain a well-groomed JIRA backlog; gather requirements from product managers, senior managers, and our end-users (bankers).● Coordinate with other applications for potential integration and co-development opportunities.● Analyze usage data through Tableau & Excel to enhance decision making for everyone in the team.● Create mockups using Figma and Visio for proof-of-concept design sessions.● Create forums for developers to be heard in epic planning sessions, 1:1’s, and Sprint Retros.

Business Intelligence & Analytics (70%) ● Created dashboards in Power BI, Qlik Sense, and Excel for the Enterprise Tech and Operations organization- automating a highly manual reporting pipeline, saving thousands of man hours spent on static reporting products, and fundamentally advancing the conversation of C-suite discussions from questions about data integrity to conversations about the strategic direction of the portfolio.● Enhanced the bank’s program project management system (PPM) by making changes to user input forms, workflow logic, and user entitlements all while cutting the system redesign effort’s critical path by a few weeks.● Created and updated SQL queries to maintain a steady flow of project data from the bank’s data lake – decreasing turnaround time for operational queries by over 90%.● Supported BNYM Tech’s annual planning process by consolidating disparate data feeds, and then packaging the data into easily digestible presentations for the C-suite.● Acted as a subject matter expert on the Enterprise Tech and Operations Portfolio Management reporting catalogue, and guide end-users to the relevant datasets for their reporting purposes. Project Management (30%)● Coordinated with offshore developers through JIRA to define, refine, and test new features and datasets as they move through the SDLC.● Advanced Portfolio Financial Reporting groups’ tooling and development roadmap by ensuring a steady stream of enhancements are queued up in the backlog.● Conducted a comprehensive gap analysis of our reporting catalogue and generate the relevant JIRA stories to have them closed during the merger of our Tech and Operations organizations

Financial Reporting & Analysis (60%)● Own the reporting of weekly and monthly financial metrics to dozens of budget account holders collectively responsible for $750+M dollars of work across the business unit.● Collaborate with program scheduler and program management to translate schedule changes into cost metrics used for variance analysis, burn rate analysis, and general financial reporting.● Provide ad-hoc reports by consolidating data from Business Objects, Tableau, and our legacy financial warehouse.● Responsible for the program’s Deltek MPM project file which contains all cost data for the 8+ year program.Process Improvement (40%)● Automate internal reporting processes by coding Visual Basic scripts, averaging a 70% reduction in time-to-complete per process and a net annual savings of $85,000 dollars per year.● Redesign financial reporting processes with industry best practices, standardize such practices across the business unit, and maintain program procedure guide for easy onboarding of new hires.

● Sourced small and medium sized firms across both the investment advisory and medical tourism industries for a potential acquisition● Conducted financial analyses of acquisition targets

● Wrote and oversaw a 20 paged proposal on the potential improvements to corporate innovation at Kuehne & Nagel in addition to accomplishing daily database upkeep assignments● Designed the operating procedures for an e-commerce operations analyst● Oversaw process improvement projects regarding database design and maintenance – resulted in 25% increased coverage area of the automated system● Assisted a board-appointed leadership team with projects concerning product strategy and corporate culture

● Conducted detailed analysis of a leading bio-medical company's quarterly airfreight shipments and presented findings to airfreight team● Lead project to improve on-boarding process efficiency of the Key Account Management program by implementing the usage of "Starter Kits" to speed-up the learning curve of new team members● Collaborating with engineering and product development teams to optimize shipment lanes

● Conducted independent market research projects on the current state of the magazine industry for the CEO ● Advanced firm-wide initiative to better understand readership behavior through data oriented analysis● Created and administered surveys to over ten-thousand readers of the magazine during the course of the project● Advised and assisted marketing director with the creation of a new media kit

● Improved operational efficiency of the accounts receivable department by streamlining spreadsheet functions● Worked alongside assembly-line employees to gain insight on garment manufacturing process● Networked with several industry leaders and government officials in the Guongdong Province of China