Nathaniel Lerner
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Nathaniel Lerner Email & Phone Number

Senior BI Analyst at Broadlume | Tableau Certified | Alteryx Certified | KNIME Certified at Broadlume
Location: Wake Forest, North Carolina, United States 10 work roles 2 schools
1 work email found @broadlume.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Current company
Role
Senior BI Analyst at Broadlume | Tableau Certified | Alteryx Certified | KNIME Certified
Location
Wake Forest, North Carolina, United States

Who is Nathaniel Lerner? Overview

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Quick answer

Nathaniel Lerner is listed as Senior BI Analyst at Broadlume | Tableau Certified | Alteryx Certified | KNIME Certified at Broadlume, based in Wake Forest, North Carolina, United States. AeroLeads shows a work email signal at broadlume.com and a matched LinkedIn profile for Nathaniel Lerner.

Nathaniel Lerner previously worked as Senior Business Intelligence Analyst at Broadlume and Financial Analyst for the Chief Operating Office in Technology Strategy & Governance at Bank Of America. Nathaniel Lerner holds Bachelor’S Degree, Finance And Consulting from University Of North Carolina At Chapel Hill.

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Email format at Broadlume

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{first}.{last}@broadlume.com
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Profile bio

About Nathaniel Lerner

I am a passionate and results-oriented Data Engineer with experience in finance and technology automation. I leverage my strong technical skills (dbt, SQL, Python) and problem-solving abilities to design, build, and optimize data pipelines. I thrive in collaborative environments, working closely with stakeholders to ensure data is readily available for informed decision-making.Here's what I bring to the table:Expertise in Data Pipelines and ETL: Proven experience in building and optimizing data pipelines using dbt and other tools.Data Transformation and Automation: Skilled in transforming data using SQL and scripting languages for better analysis and reporting.Strong Analytical Skills: Adept at identifying patterns and trends in data to generate insights and drive business value.Communication and Collaboration: Excellent communication skills to work effectively with cross-functional teams (technical and business).I am currently seeking opportunities to:Leverage my data engineering skills to solve complex problems and enhance data accessibility.Contribute to a data-driven culture where data plays a crucial role in decision-making.Continuously learn and expand my knowledge base within the ever-evolving data landscape.Expertise:★ dbt Models★ Alteryx Workflows★ KNIME Workflows★ Tableau Data Visualization★ Looker Data Visualization★ Power BI Data Visualization★ Sigma Computing Data Visualization★ Metabase Data Visualization★ Sigma Computing Data Visualization★ AWS and GCP Cloud Experience★ UiPath StudioX Bots★ IT Support★ Video Production★ Project Management

Listed skills include Public Speaking, Technical Support, Project Management, Networking, and 19 others.

Current workplace

Nathaniel Lerner's current company

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Broadlume
Broadlume
Senior BI Analyst at Broadlume | Tableau Certified | Alteryx Certified | KNIME Certified
AeroLeads page
10 roles

Nathaniel Lerner work experience

A career timeline built from the work history available for this profile.

Senior Business Intelligence Analyst

Current

Harrison, New York, Us

• As a senior business intelligence analyst, I researched, designed, implemented, and now manage our KNIME instance and server to build the ETL (Extract, Transform, Load) arm of the company's data pipeline.• In this role, I develop and control 50+ KNIME workflows and 40+ Looker dashboards that save 150+ hours per month.• I also create new Looker reports for client marketing performance that reduce dashboard load times by 10x.• Additionally, I manage our Looker permission controls, which oversee 150+ users, that now streamline our content access privacy protocols.

Jun 2021 - Present

Financial Analyst For The Chief Operating Office In Technology Strategy & Governance

Charlotte, Nc, Us

• As a financial analyst, I built and managed 15+ Alteryx workflows, 5+ Tableau dashboards, and 5+ UiPath StudioX bots that save 35+ hours per month. • In this role, I developed tools for the 8 lines of business (LOB) within the CFO division by implementing 3+ centralized reporting solutions. • After our CFO-wide automation challenge, I analyzed 650+ automation solutions from the 8 LOBs to identify new areas to expand centralized processes and reporting. • I collaborated with 5+ member team to revamp 3+ current processes driving a 66% increase in employee usage of content.

Jul 2020 - Jun 2021

Financial Analyst For Global Technology & Operations In Global Information Security (Gis)

Charlotte, Nc, Us

• In the Global Information Security Finance division, I led a 10-member team in automating a process with Alteryx that reduces upload time to a new accrual system by 600%. •During my time on this team, I created and showed to senior leadership 9 Alteryx workflows and Tableau visualizations that saved 30+ work hours per month. • Additionally, I provided insights on account forecast variances for key stakeholders that helped drive decisions to remain in the 1% variance limit. • Finally, I conducted research on month-end and forecast processes by initiating 30+ interviews to optimize automation workflows and visualizations.

Jun 2019 - Jul 2020

Senior Residential Computing Consultant

Resnet

• As the manager for the campus's southeast dorm region, I managed the highest performing 14-member team through monthly meetings, residential events, online forums, and one-on-one conferences to offer IT support to 2000+ residents. • I provided technical support to over 9,000 dorm residents for wired and Wi-Fi network access, printing, residential technology programs, HDTV cable, gaming/multimedia equipment, laptops, desktop computers, and mobile devices.• My four years of troubleshooting experience include working with Mac OS, Windows 7, 8, and 10, Apple and Lenovo products, Smart TV's, personal printers, etc.• As a customer-friendly and productive technician, I successfully resolved over 1500+ troubleshooting tickets with 100% satisfied reviews.• In order to cultivate a proactive support approach, I performed hall-sweeps, tech tune-ups, and weekly dorm and office shift rounds to locate and eliminate potential technology issues before they happened reducing ticket numbers by more than 75%.

Aug 2016 - May 2019

Walk-In Service Desk Employee

Br

• My number one priority was to deliver accurate and customer-friendly technology assistance to the students and faculty at UNC-Chapel Hill. Through facilitating program installations, diagnosing software issues, and using a variety of troubleshooting techniques, I worked closely with the client to help resolve any technology problems they were encountering on their devices and/or machines.• In the summer of 2016, I distributed and configured over 600+ students’ laptops during UNC-Chapel Hill's freshman orientation.• During my time at the walk-in help desk, I received 100% very satisfied customer survey reviews through providing robust and reliable Tier 1 support in network, software, and basic hardware.• I specifically provide advanced technical support to faculty, staff, and students with Windows, Android, Mac, and iPhone devices.• Over the course of four year, I successfully closed 1200+ troubleshooting tickets with an average 10-minute resolution time.

Oct 2015 - May 2019

Medical Billing Specialist

Michelle Goldberg, Psy. D -- Medical Billing

• As a Medical Billing Specialist, I performed data entry of patient information on the Office Ally provider site for a neuropsychologist private practice.• My work here included creating, tracking, and submitting billing claims to insurance agencies for 150+ patients. Additionally, I researched, determined, and resolved all billing claims and payment issues over the phone or computer.

Sep 2014 - May 2019

Fmap Intern

Charlotte, Nc, Us

• During my internship at Bank of America, I rebuilt an R-based financial tool within Tableau and a SQL database that reduced 5+ hours of maintenance labor per week.• Additionally, I automated the identification of key business revenue drivers utilizing VBA that resulted in 200+ labor hours saved every per year.• Furthermore, I implemented a balance sheet forecasting model to eliminate a $100 MM in overlays for the current reporting cycle.• Finally, I presented the synthesis of revenue driver findings to department leaders initiating 2 new forecasting models.

Jun 2018 - Aug 2018

Business Development Intern

Jerusalem, Israel, Il

Research shows that the quality & quantity of speech heard between ages 0-5 is a fundamental factor affecting IQ, self-esteem and overall success in life. Talklet is a children's wearable device that records & analyzes speech, and offers metrics to parents & speech professionals via a mobile app. Talklet will help foster better parent-child communication, especially in low-income families, and empower parents to positively impact their children's future. Talklet is the Fitbit for words.• During my internship, I researched, initiated, and completed grant applications representing over $4.5 million collectively for future project funding. • Using Excel, I created time-sheets and budget expense reports for the company’s monthly financial statements to our $100K grant sponsors.• While working at Talklet, I also redesigned the web-page to reflect the organization’s image shift from a hardware/software to a stand-alone software company.• Through PowerPoint and Illustrator, I developed and published the company brochure for our marketing campaign to mentors, partners, clients, and investors.

Jun 2017 - Aug 2017

Advertising & Studio Production Intern

Nissan Communications

• Throughout my internship, I initiated multiple projects such as creating advertisement descriptions for the network's audience and producing promotional videos for the show hosts in order to increase the network's on-line engagement.• My time here included gaining hands-on experience with running a New Media TV Channel through Wirecast Pro software, 14-channel sound boards, Desktop Presenters, and studio blue screens.• While working at Nissan Communications, I helped to develop social media campaigns for the network’s hosts leading to a 300% increase of the Facebook page’s post reach.• I produced 5 unique hour-long live studio shows for hosts by live broadcasting over the network’s streaming on-line channel.

May 2016 - Jul 2016

Marketing Intern

Redwood City, California, Us

• I managed and conducted tabling events promoting the company, resulting in 100+ engaged accounts.• My work here included designing weekly spreadsheets, work plans, and status-update reports to increase engagement, record data, and inform senior leadership about the company's progress.

Jan 2016 - May 2016
2 education records

Nathaniel Lerner education

Bachelor’S Degree, Finance And Consulting

University Of North Carolina At Chapel Hill

Bachelor’S Degree, Digital Communication And Media/Multimedia

University Of North Carolina At Chapel Hill
FAQ

Frequently asked questions about Nathaniel Lerner

Quick answers generated from the profile data available on this page.

What company does Nathaniel Lerner work for?

Nathaniel Lerner works for Broadlume.

What is Nathaniel Lerner's role at Broadlume?

Nathaniel Lerner is listed as Senior BI Analyst at Broadlume | Tableau Certified | Alteryx Certified | KNIME Certified at Broadlume.

What is Nathaniel Lerner's email address?

AeroLeads has found 1 work email signal at @broadlume.com for Nathaniel Lerner at Broadlume.

Where is Nathaniel Lerner based?

Nathaniel Lerner is based in Wake Forest, North Carolina, United States while working with Broadlume.

What companies has Nathaniel Lerner worked for?

Nathaniel Lerner has worked for Broadlume, Bank Of America, Resnet, Unc -- Information Technology Services, and Michelle Goldberg, Psy. D -- Medical Billing.

How can I contact Nathaniel Lerner?

You can use AeroLeads to view verified contact signals for Nathaniel Lerner at Broadlume, including work email, phone, and LinkedIn data when available.

What schools did Nathaniel Lerner attend?

Nathaniel Lerner holds Bachelor’S Degree, Finance And Consulting from University Of North Carolina At Chapel Hill.

What skills is Nathaniel Lerner known for?

Nathaniel Lerner is listed with skills including Public Speaking, Technical Support, Project Management, Networking, Troubleshooting, Windows, Video Production, and Business Analysis.

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