•Led and developed a team of Business Intelligence Modelers and Engineers on day-to-day tactical deliverables as well as long-term strategic planning in accordance with division and personal team member goals.•Resident subject matter expert on Power BI Capacity and Workspace Tenant Management in partnership with relevant partners in IT.•Identified problems such as non-compliance of star schema best practices and redundant/bloat fields for legacy datasets which resulted in long-run refreshes, failures, and other performance issues with material recommendations for resolution.•Utilizing Agile Methodology, led scrum calls and tactical meetings to manage weekly sprint items as well as ad hoc requests from both front-end analysts and back-end engineers.•Collaborated with other BI Teams (Analysts and Engineers) to propose scalable solutions when inclusion in models was non-performant.•Leveraged third party platforms such as GitHub/GitBash, DAX Studio, Tabular Editor, ALM Toolkit, and others to coordinate effective strategies to execute model management and workspace adjustments such as rebinding reports, version control, etc. •Proposed database table and schema architecture utilizing database management best practices for non-existing data for new business lines to deliver on first-to-market recommendations for upcoming products.•Maintained health of enterprise-wide Power BI reporting platform including refresh monitoring, debugging, and communication with C-level suite on any issues/recommendations.

• Managed day-to-day activities and deliverables of the Business Intelligence and Process Improvement departments.• Created Executive Management dashboards with data visualizations to make common-sense decisions based on empirical data analysis.• Led and coordinated the complete transition from Power BI and DAX-oriented dashboards to Tableau and VizQL across the enterprise.• Using Tableau-specific SQL syntax, prepared relevant datasets via Microsoft SQL Server integrations for packaged workbook extracts.• Organized and completed requirement-gathering meetings and project management to prepare appropriate KPIs for Tableau dashboards for disparate lines of business.• Utilized SQL and R to manage and translate data into easy-to-read and interpret dashboards/reports for C-Level executives to aid in strategic enterprise decisions.• Collaborated with senior leadership and team analysts to model logistic regression forecasting to determine propensity to deepen relationship with the Credit Union based on existing member data, demographic markers, and psychographic variables utilizing Medallia Member Surveys.• Recommended lending requirement changes to promote a more robust portfolio of approvals which led to an increase of 17% one month after deployment and 25% after one year.• Administered enterprise Tableau customer portal and server-side user management for all relevant Tableau creators and viewers at the Credit Union.• Streamlined analysis work from Excel-based dataset management to Power BI and Tableau integrations.• Worked in tandem with ETL and DBA partners to identify daily failures and suggested solutions for long-term stability resulting in an 80% reduction in monthly ETL failures.• Effectively coordinated the creation of Standard Operating Procedures (SOPs) which led to a 30% reduction in loan origination system (LOS) development requests.

• Single point of contact for various lines of business to assist with data analysis and transformation to create attractive dashboards.• Conducted regression analysis modeling to determine the profitability and viability of pricing, commission, exchange rate, and customer promotions in the face of industry pressures.• Recommended significant consumer pricing changes for secondary corridors in the independent agent channel that led to immediate increased revenue and no client erosion.• Successfully modeled and forecasted “high season” consumer behavior and production based on analysis of historical data sets.• Provided analytical feedback which led to the successful reduction of paying agent costs by 17% on average.• Worked directly with senior data warehouse scientists to create, modify, and transform data tables for further BI usage.• Directed pricing strategy in conjunction with the VPs of Agent Sales, Retail Sales, and Finance Operations based on in-depth market research and target demographic understanding.

•Focused on goals-based wealth management through planning and developing financial strategies to help clients address their unique concerns and goals•Specialized in investment research and fund family appropriation in client portfolios•Actively monitored clients’ accounts to ensure satisfaction and account maintenance

•Compiled call center data and prepared weekly, monthly, quarterly, and annual Executive Reports highlighting KPI metrics and the financial impact of loan servicing performance for multiple sites nationwide.•Prepared Loss Mitigation forecasts to predict further loan-default probability based on established business metrics and drivers.•Investigated underlying reasons for initial and repeat consumer default through the Loss Mitigation process.•Audited and approved/declined referrals to modification review based on investor and company guidelines.•Assistant Manager and phone supervisor available for floor coverage supporting over 150 associates.•Handled a pipeline of account/modification escalations that required close monitoring, follow up, and ownership to resolve.

•Progressive responsibility growth in front-line banking center sales and transactions.•Maintained 99% accuracy in cash box balancing and Audit Reviews.•Responsible for banking center cash flow forecasting and cash vault balancing.•Participated in off-site sales bringing in new business with close partnerships with the University of California – Berkeley.•Trained new associates in sales and operations.