Data-Driven Analyst driving operational excellence and strategic decision-making.- Conceived and implemented PinPoint Dispatch (PPD), a dispatch system that revolutionized the way dispatchers worked at the MSC. Leveraging real-time data and task-specific instructions to streamline workflows, PPD significantly improved employee satisfaction and led to a 30% reduction in turnover. The system's implementation has resulted in a significant positive shift in dispatcher sentiment and performance, leading to lower response times for emergency service vehicles and higher member survey satisfaction scores.- Led the development and implementation of AI-powered solutions to enhance member understanding and engagement, leveraging Google’s Vertex AI to analyze member phone calls and satisfaction surveys, perform sentiment analysis, and identify member pain points. Developed and implemented a chatbot trained on SOPs and other reference documents to provide team members with quick and accurate answers to member questions about our products and services.- Led the successful transition of a complex reporting system from legacy D3 to Salesforce, meticulously mapping all new Salesforce fields to their legacy D3 counterparts, ensuring an uninterrupted reporting transition and seamless data continuity.- Developed comprehensive data analytics reporting tables used for generating all Tableau reports, standardizing key metrics and streamlining reporting for junior analysts.- Designed, developed, and deployed dynamic, comprehensive dashboards for field operations management and executive reporting.- Consulted on efficient project execution, team organizational structure, and potential impact of technology projects on the operating environment.- Mentored junior analysts, significantly enhancing their analytical and Tableau visualization skills, leading to notable career advancements for mentees.

Responsible for leveraging data, delivering insights and supporting the sales organization's key strategic objectives.Leverage a wide variety of reporting and analysis tools to deliver actionable insights that enables the sales team to reach their goals in Solar and Home Improvement Lending services. Manage, analyze, and report on business operations activities and sales opportunities via custom dashboards to increase velocity from lead origination to loan execution. Expert in advanced SQL (PostgreSQL, MySQL) via Periscope Data, Tableau, Excel (VBA), Matillion (ETL), Power BI (DAX), GitLab, R-Studio, and DBeaver.Mosaic makes financing solar energy accessible and affordable for homeowners by providing the simplest borrower experience in the industry. Customers are connected to top solar installers and can qualify instantly for no money down loans with fixed interest rates and multiple term options. For solar installers, Mosaic provides a streamlined financing platform to drive sales growth. Since 2012, Mosaic has helped more than 26,000 people go solar across 40 states with a network of over 250 installers. Honored by Fast Company as a Top Ten Most Innovative Company in Energy for two consecutive years. For more information, visit http://joinmosaic.com.

•Job Automation: Analyze data sources, data connections, and reporting environments to write custom report & task automation solutions that cut Ops, Planning, and Finance resource reporting time by >98% (2 hours-to-2 minutes).•Substantial experience budgeting annual expenses, tracking and analyzing financial performance, developing fiscal projections, and preparing and presenting monthly and quarterly reports with relational databases such as PeopleSoft and Hyperion.•Turn Raw Data into Actionable Intelligence for Senior-level Management using advanced data collection, data analysis, data visualization, and reporting skills. Maintain design focus on high level strategy while developing aggregate detail.•Design easy-to-read, custom Financial reports and dashboards containing dynamic data models for executive decision-making.•Develop and implement business intelligence metrics on high visibility projects to optimize operational spending and planning.•Guide financial decisions by building and maintaining relationships among company stakeholders and developing sound financial management strategies & practices for IT services, wealth management, public transit, consulting, and healthcare organizations.•Produce comprehensive Business Intelligence, Financial reporting solutions, Month-end FP&A, and operational dashboards for Corporate & IT Finance, Engineering, and Business Operations.

Responsible for delivering analytical & strategic operational support to the Global Business Finance organization, VP Finance, and President of SW Development & Cloud Operations. Responsible for supporting the HQ FP&A function for the Oracle Software Development and Cloud Operations businesses, and ensure the execution of key financial targets & BI metrics through the implementation & coordination of proactive dashboards & KPI's

• Promote best economic practices in infrastructure engineering by developing predictive project cost models, quantifying the impact of business activity on department budgets/forecasts, identifying & investigating key business metrics, and providing strategic insights for executive-level decisions.• Champion transparency initiatives to focus on operational activities, network lifecycle/capacity management, and large scale technical deployments (WAN, LAN, VoIP, DC) by disseminating critical research insights to cross-organizational stakeholders. Personally identified ~$5M in savings within ~$250M OpEx budget.• Implement business intelligence analysis & reporting by developing custom reports, dashboards, and ad hoc analyses that leverage a wide variety of data sources & BI tools (Excel/VBA, Tableau, Python).• Business case development and industry research, with a specific focus on emerging technologies designed to increase network capabilities/flexibility and reduce operating costs, network complexity, and deployment time.• Mentor colleagues in the development of valuable skill-sets through individual training, technical group presentations, and advocating interdepartmental collaboration & communication.

• Designed & managed decision support data analysis & reporting structure (Excel/VBA/SQL) for a $330M/800-site IPT (VoIP) deployment initiative. Data structure designed to identify offsets in investment cost, risk, return, and capabilities in a highly complex IT environment. • Developed & maintained a comprehensive/authoritative repository & archiving system to capture key data sources associated with VoIP and other high-touch technology deployments.• Performed various business intelligence analyses to support mission-critical executive decisions and provide legacy optimization for project management data structures & resource demand forecasting.• Conducted rigorous & advanced data analysis to develop & validate project deployment labor models via complex/custom data models in Excel (VBA).

• Designed & programmed key sophisticated, dynamic decision-support data models used to reconcile and help drive a $220M OpEx budget in a highly-federated IT operating environment.• Directly contributed to identifying, developing, negotiating, and executing cost savings totaling over $52M within $128M savings initiative through leadership of daily Task Force operations & detailed data analysis (project spanned 5-years and converted 300+ sites to MPLS).• Analyzed complex data from multiple sources to aide in executive decision support.• Liaised with senior management to coordinate cross-organizational planning and drive highly complex infrastructure-related cost savings opportunities and optimization projects.

•Managed/monitored the performance of 150+ investment portfolios (~$100M) for high net-worth private investors. Rebalanced client portfolios in periodic reviews to compensate for market shifts and aid in achieving client financial goals. •Authored, designed, and implemented custom financial management software that contributed to significant reduction in process time and required resources.•Developed “best-practices” investment portfolio strategies via use of extensive industry research, corporate investment policy guidelines, and custom financial software.•Researched & reported on individual company financial standings and market performance to clients and/or regional office heads.•Managed periodic investment review process for regional reporting entities and contributed to development of new, more efficient account/relationship review processes.

•Conducted comprehensive research for academic journals and other industry periodicals.•Designed & developed websites for faculty and non-profit educational institutions.•Compiled & analyzed financial data for quantitative research efforts utilizing custom financial models.

•Coordinated technical and sales support for entire medical film product line, which contributed to over 200% sales growth in two years.•Aided in the advancement of operations for quantitative analysis software through the design of marketing materials and company web pages. Independently developed a comprehensive software user’s manual and custom application protocols.•Prepared/delivered sales presentations to potential clients and presentations on research findings to management.•Conducted research into product line development and improvements.

•Executed microelectronics failure analysis projects and several types of mass spectrometry.•Proficiently operated complex laboratory instrumentation including scanning electron microscope with EDS, scanning acoustic microscope, real-time X-ray, FT-IR, and ICP-MS. Most instrumentation self-taught.•Generated reports of research findings and compiled data for customers.

•Prepared lesson plans, and taught trig & calc-based physics classes/labs for undergraduate students at various educational levels.•Set-up/designed experiments and labs for physics, chemistry, and geology departments.•Assisted students with individual concerns and aided in achievement of educational goals.