Manage Power BI and SQL Server architects and developers to provide custom business intelligence reporting.We interview management and staff to create business requirements, identify and work to extract, transform and load data, clean data, create efficient data models, establish data update cadence, and build custom Power BI reports to help business leaders made sound decisions.Financial reporting such as Sales, Pricing and Accounts Receivable reporting is one of our specialties.

Consulting small to large companies and government agencies for more than twenty years, specializing in Power BI business intelligence solutions, SQL Server database architecture and design including tabular modeling.Work closely with managers, directors, VPs and the C-Suite to create financial planning and analysis FP&A solutions that facilitate decision making.

Architected cybersecurity reporting solutions with Power BI for leadership and the board of directors.Developed KRI, KPI and Risk Appetite Statements pulling data from various enterprise systems.Created single pane of glass Power BI report to highlight areas needing leadership focus.Identified third-party vendor error that was not sending security onboarding enrollments to new employees.Generated custom reports and dashboard in Power BI of JIRA and JIRA Align data.

Provide consulting to Financial Planning and Analysis group to:Improve and standardize Power BI reports and dashboards, and optimize the user experience for Financial ReportingCreate and maintain financial data in SSAS tabular analysis services models and create Power BI reports Optimize DAX and enable RLS in large tabular model Power BI reportsCreate audit reports in Power BI and identify data inconsistenciesMaintain and revamp the SSRS Report Server tabular models and propose ways to integrate Microsoft PowerApps and PowerAutomate (Flow) into business processes

For the client JOINT COMMISSION RESOURCES:Created Power BI report pilot for primary customers to facilitate evaluation of past survey engagement results. ETL imported five distinct data sources into relational model, and measures added to calculate KPIs including the SAFER™ Matrix. Bookmarks, drilldown and drillthrough components completed the UX, and the new Key Influencers visual enabled artificial intelligence. Utilized Power BI Templates and Parameters to filter data for a single customer upon file creation.Conducted Sensing Sessions with top executives and many directors, to identify pain points throughout the enterprise. Ranked findings by potential cost savings, increased revenue, and operational efficiency. Modeled sample Power BI reports and dashboards to display KPIs and slice by multiple enterprise dimensions.Calculated account retention rate in Power BI and saved a man year of manual effort annually by exporting chosen contacts into Salesforce Campaigns for email management.Interfaced with Microsoft Cognitive Services text analytics to extract Key Phrases and Sentiment.

For the client:Architected the relational financial data warehouse, and multidimensional cubes. Authored T-SQL stored procedures executed by an SSIS project to extract, transform and load Microsoft Navision accounting general ledger, value entry and other supporting table data.Created Power BI dashboards, reports and mobile interface solutions for several divisions:o Operations: KPIs for each manufacturing step including scanned, triaged, inventoried, operator productivity, lot balances and condition totals.o Sales: Calculate average sales price slicing by geography, date period, vendor, manufacturer and model.o Finance: Created balance sheet using Navision data in financial data warehouse and enabled slicing by time, geography, vendor, customer and manufacturer dimensions.Audited financial data warehouse data versus Navision sums using custom build Power BI solution.Expanded inventory and sales data warehouse SQL Server procedures and schemas to include new data desired by upper management.Utilized Microsoft Flow to send tweets to a protected Twitter account notifying management stakeholders and developers in the event the database fails quality control parameters determined by executed T-SQL queries.

• Analyzed and designed a new scorecard and Key Performance Indicators (KPI) system to calculate Technical Reference Model (TRM) operational leading and lagging indicators. Met monthly for eighteen months with the CIO and IT director to review forecasts.• Managed team to develop business requirements for subscription push notification system which alerts internal TRM users when software versions are approaching divestiture, improving budget planning accuracy.• Led business analysis team to evaluate the TRM for Freedom of Information Act (FOIA) compliance and authored report on how to continue 100% compliance.• Audited TRM databases and identified inconsistencies that resulted in code changes to prevent data loss, and efficiency improvements to speed output to customers by 25%.• Worked with developers to improve data consistency, and reviewed existing data schema offering suggestions for a more robust design. Tested the TRM databases for quality assurance and made recommendations to improve integrity.• Created a migration testing system to compare TRM web pages pre and post migration, and identified errors the development team missed.• Authored several SOPs on using the TRM system.

• Interviewed C-level executives to gather business requirements. Designed and developed backend relational databases and frontend user interfaces to track appraisal property, apartment and marketing data. Improved appraiser efficiency by 40%.• Solved challenging business problems including how to allow appraisers to remotely gather data and exchange with the central database using Excel. Established a notification system to alert stakeholders via text message if the remote database was offline for more than ten minutes.• Authored specialized reports for the commercial, residential, and industrial lines of business.• Executed queries to data mine internal databases for business intelligence and produce management reports.• Built a logging and self-auditing process to verify data integrity daily.

• Modified and enhanced athlete insurance policy generation database saving underwriters hours per quote and policy.• Automated quote generation by interfacing Access database with Excel spreadsheets.• Generated monthly reports for underwriters and business owners.

• Project manager of seven retail versions of QuickSite website template software, coordinating team efforts of artists, in-house and third party software developers, QA testers, documentation writers and CD duplicators.• Developed and deployed online shopping cart to sell templates individually.• Collected and analyzed visitor web queries to determine popular business themes desired.

• Created database architecture and developed user interface for algorithmic trading methodology based on seasonality in daily commodity prices and spreads.• Quantitative analysis strategy identified trades with the highest potential return on investment (ROI) which were published yearly in a database optimized for ease of use.

• Lead developer on United Connection project automated software upgrades and patches, fare requests and personal profile management.• Lead analyst for the Micro Budgeting project enabling corporate vice presidents (VPs) to remotely drill down and establish yearly goals for the $12 billion budget.• Analyzed the fare optimization process and quickly reduced the 24+ hour runtime by ten hours.• Developed reusable code routines to minimize the introduction of errors and reduce programming maintenance costs.