Responsibilities:> Provide remote/onsite consulting and training to help companies make better decisions by leveraging their data using the Microsoft Business Intelligence stack (Excel, PowerQuery, PowerPivot, Power BI, and SQL Server Analysis Services Tabular).> Provide expert guidance to companies of all sizes ranging from family-owned businesses to Fortune 500 enterprises in industries such as health care, energy, retail, financial services, manufacturing, and digital marketing.Accomplishments:> Closed more than $1.3m in business> Led project to build Supply Backorder Forecasting tool that gave 20+ stakeholders unprecedented visibility into product backorder and expected ship dates. Prioritized competing requests to deliver three iterations over six months, continually honing into stakeholder needs. $100b+ multinational medical devices manufacturer.> Developed capacity modeling tool to dynamically calculate capacity based on line bottlenecks (Used by 20+ plants at same client as above).> Built a retail analysis reporting package for a ~$10b Fortune 500 company. The original report required 50+ hours of manual work to update and now updates in < 5 seconds.> Implemented an FP&A data model for a $2.5b revenue financial services company. The tool automates financial statements and variance to budget analysis.> Helped improve propane delivery efficiencies by 15-30% for a $2b+ revenue energy services company. Built a comprehensive suite of reports that identify under-performing segments and recommends actions that managers can take to correct.> Developed training modules for courses in Power BI and DAX.> Successfully trained hundreds of students in the Microsoft BI stack.> Gave back to community by publishing articles on P3Adaptive.com, delivering Power BI User Group sessions, and being interviewed by Microsoft for a Power BI Success Story.

http://www.nwcapitalsolutions.comResponsibilities:> Developing data visualizations using Power BI and Excel PowerPivot.> Developing financial models and business plans.Accomplishments:> Served over 100 satisfied clients.

Responsibilities:> Contract project working with the technical services workflow manager to identify bottlenecks in the product evaluation process, recommend improvements, and create automated reports that provide transparency into the production pipeline.Accomplishments:> Converted millions of rows of data into visualizations of the workflow pipeline in terms of 1) bottlenecks/aging of work orders; 2) pipeline of new work orders; and 3) individual performance metrics. The additional transparency into the backlog was a factor in helping the team reduce work outstanding by 40%.> Built an automated report using Power Pivot that continuously tracks operational lead times, allowing the workflow manager to easily track and correct delays in certification.> Translated business requirements into new software specs to improve workflow for renewal certifications. > Drove projects forward independently.

FoodChain ID is the Expert in Non-GMO Project Verification and has helped clients verify more than 50,000 products.Responsibilities:> Supervised Operations Analyst(s).> Was subject-matter expert for client portal (SupplyTrak).> Translated business requirements into system specs for major SupplyTrak features and interfaced with team of six developers on a daily basis to prioritize, test, and release updates.> Project managed the integration of new systems with existing processes.> Generated advanced reports and dashboards using SQL, Excel, and Sharepoint.> Interfaced with accounting/finance to monitor budget.> Managed company SharePoint intranet.Accomplishments:> Created new pricing model by comparing internal data on 1,000 clients against competitor schemes. Using multi-regression, optimized the fee schedule to reduce impact on existing clients while remaining the most attractive offering on the market.> Project-managed the 3-month roll-out of new pricing scheme: coordinated strategy between three departments and delivered on time.> Designed a system which automated many steps in preparing a client's record for renewal and provided staff with a comprehensive workflow to manage renewals. The 6-month project entailed developing entirely new processes and software modules based on requirements from three departments.> Proposed, executed, and oversaw an employee incentive program which helped increase output by 30% during a key month.> Significantly improved financial projections model by adding staff capacity forecasting.

FoodChain ID is the Expert in Non-GMO Project Verification and has helped clients verify more than 50,000 products.Responsibilities:> Identified, documented and tested software bugs in proprietary client portal (SupplyTrak).> Worked with Operations Manager and IT department to spec new features and modules.> Provided SupplyTrak technical support to staff.> Worked with Operations Manager to continually improve the efficiency of processes.> Created audit reports to manage data integrity.> Documented processes in Microsoft Visio and corporate wiki.Accomplishments:> Learned SQL from scratch to write all company reports (with sub-queries and complex JOINs). Became reporting expert and relieved valuable time from programmers.> Developed invoicing report using SQL which automatically calculated fees based on complex rules and reduced invoice creation time by 50%.> Simplified cumbersome cost estimation process with various tweaks (e.g. added validation and automated calculations in Excel) and reduced processing time by 25-30%.> Created a company intranet in SharePoint. Designed permissions structure, site layout, custom document libraries, and customized web parts via SharePoint Designer.> Successfully oversaw all testing when transitioning to a major new version of SupplyTrak. Identified hundreds of bugs, data migration issues, and usability problems.> Designed and implemented a new workflow for the product evaluation process which leveraged new capabilities and fields in SupplyTrak. The workflow separated complex and simple work to better allocate staff resources and improve turnaround time.

Responsibilities:> Oversaw all workstations, nurse tablets, cell phones, and office network.> Maintained encrypted email system for health information privacy (HIPAA) compliance.> Performed troubleshooting and computer repairs.> Maintained and updated corporate web site.> Was on-call for emergency situations. Accomplishments:> Documented all IT systems in a central repository including workstations, IT-related service accounts and common standard operating procedures. The documentation significantly reduced on-boarding time and served as a knowledge-base for future IT consultants at the company.

BSF is a non-profit which supports education and cultural integrity in IndiaResponsibilities:> Managed all functions related to the development database including gift processing and tracking, gift accounting, the acknowledgment processes, database record management, and report generation for all solicitations, events, and communications> Managed Quickbooks accounting system as a basis for creating financial reports for upper management.Accomplishments:> Executed data-cleanup and migration project. Unified and standardized donor data from five sources (with varying formatting) for import into a new database.> Coordinated a fundraising planning study, ensuring adherence to timelines and meeting targets for number of people interviewed/polled.

Responsibilities:> Contributed to drafting University's 5-year strategic plan and created Alumni Relations strategic plan.> Created financial model in Excel which estimated each department's profitability to prioritize our endowment campaign case for support.> Performed financial analysis of possible investments and investment policies, including detailed analysis of a donor life insurance program.Accomplishments:> Organized planning study with fundraising consulting firm. Was complimented by consulting firm for scheduling a record number of donor interviews within a short time frame.

Responsibilities:> Assisted CEO in operational reporting, analysis, and maintaining financial controls for 100,000 acre certified organic farm in Ukraine.> Wrote business plan, developed sophisticated Excel financial model, and created presentations used to pitch potential investors.Accomplishments:> Developed strong affinity for Excel and its advanced functionality.> Supervised two interns for a research study involving crops grown using MOA's organic technology.> Traveled extensively and gained confidence working in different countries/cultures.

Responsibilities:> Managed and allocated $30,000+ student activities budgetAccomplishments:> Kept all vendor balances current and ensured a surplus budget for two years