Manage and maintain internal operations for consultancy including employee, vendor, and client relations; project management, accounting, strategic planning and budgeting.Work with clients from many industries and sectors including manufacturing, construction, telecommunications, retail, wholesale, automotive, health care, oil and gas, educational services, non-profit organizations, software as a service, and information technology.Co-develop and/or support a client business intelligence strategy including automation from source data to shared solution, while incorporating software, training, and change management for optimal return on investment.Combine data from cloud and on-premises sources including ERP (SAP, JD Edwards, Microsoft Dynamics, Sage ERP, etc.), CRM (SalesForce, Microsoft CRM, Aptify), Accounting (Quickbooks, Zuora), web/social analytics (Google Analytics, Webtrends), and others.Create database and reporting solutions to reinforce client strategic initiatives and tactical planning using the Microsoft business intelligence stack (SQL database, integration services, reporting services, and analysis services), SharePoint, and Power BI (Service, Power BI Desktop, Power Pivot, Power Query, Power Maps, etc.).

Strategic Leadership:Evaluated and procured cloud solutions to align with talent, budget, and feature requirements.Recruited, hired, and trained talent for enterprise data roles.Collaborated with C-Suite, particularly the CFO, to ensure enterprise data initiatives supported strategic goals.Data Platform & Technical Expertise:Architected and implemented a data platform using a hybrid data mesh approach with Fivetran, Snowflake, DBT, and Power BI.Designed Snowflake data warehouse structure and security.Developed data marts for finance, marketing, people, and customer success.Trained analysts, engineers, and staff on the data and BI platform, achieving over 30% company-wide active usage.Utilized cloud automation to scale resources and managed tickets for bugs, features, and new requests.Product Development:Developed and embedded a finance analytics product in PLACE’s SAAS application, Brivity.Operational Efficiency:Evaluated business systems/processes to recommend operational efficiencies.Created and implemented automated solutions for financial statement creation, distribution, and delivery.Developed tools for systems migrations, integrations, and data quality, including exception reports and transaction monitoring.Finance Team Enablement:Developed systems integration tools and supported historical data management.Supported integration with various source systems (HubSpot, NetSuite, QuickBooks, ClickUp, Divvy, Bill.com, Brivity, ADP).

Established and led the Data, Analytics, Reporting, & Quality Team. Utilized data assets to drive business results. Organized and directed information governance, data quality, and data life cycle management while maintaining accountability and responsibility for information protection and privacy. Collaboratively developed strategic goals and promoted organizational revenue, profitability, and growth.

Executed an analytical strategy by adopting new technologies, which resulted in significant improvements in quality, volume, turnaround, and actionable analyses with no increase in headcount. Led team to adopt Microsoft Power BI Tools, SQL Server (primarily database and analysis services), and cloud-based solutions as part of the analytical toolset. Developed and built a SQL reporting data mart for 90+% of analyses. Offloaded significant ad-hoc analyses workload to developed self-service BI tools.Defined new metrics and business definitions to unify language and properly guide resources for strategic organizational improvement.Evolved the budget process to utilize Analysis Services Cubes with OLAP write-back that decreased the budget cycle by 8+ weeks while increasing visibility to version history, user contributions, granularity, etc.Established a new forecast process by re-evaluating corporate roles, aligning incentives across the organization, and providing tools and performance metrics for forecast capture, tracking and improvement. As of May 31, 2014 forecast accuracy improved by 50% (inception-to-date) and had been in that state for at least 12 months. Produced self-service BI tools for many topics including: SKU rationalization, pricing, profitability, operational models/visualizations, demographics, promotion analysis Mergers & Acquisitions:-> Worked with President and private equity owners to close two brand divestitures, one potential acquisition, and ultimately the sale of the total enterprise.-> Led team to create a suite of Power BI reports that were used as a self-service reporting solution by investment bankers. This eliminated the bottleneck of requests and reduced valuable turnaround time.-> Active in due diligence process and meetings, as well as transition planning.

• Evaluated client needs and system capabilities to provide the most effective and efficient solutions ranging from simple data pulls to comprehensive business analysis projects.• Implemented, tested, and maintained customized solutions.• Created and maintained reporting Access databases with standardized information spanning a variety of transactional systems (MAS, Macola, J.D. Edwards, etc.) to enable a global perspective of the business.• Provided technical support for J.D. Edwards, iQ4Bis, Excel, and Access users company wide.• Performed minor CNC (JDE) tasks such as installation, upgrades, package builds and deployments.• Communicated with the business group to establish controls for data integrity and proper channels for work flow.• Assisted with system consolidation for subsidiary migrations.

• Provided report services to all departments in the company including customized commission, budget, contribution margin, freight, manufacturing and inventory reports.• Created and maintained reports using Crystal, Access, Excel, and J.D. Edwards.• Developed and implemented commission and business management software to meet immediate needs of the company.• Communicated with the business group to establish data integrity mechanisms and proper channels for work flow.• Participated as main contact for data retrieval and macro-analysis for internal and external audits.• Maintained a master sales and budget database used for executive and bank reporting.

• Monitored all daily and periodic events associated with the Lowe's account (orders, shipments, resets, reviews, POP materials, store service, etc.).• Prepared presentations for product information training and sales representatives, complete with competitive market information, current and forecasted sales analyses, product information, and planogram details.• Coordinated internal departments (primarily customer care, sales, marketing, and operations) with the customer's merchandising and procurement team to ensure high service levels and adherence to customer compliance.• Supervised, scheduled, and trained interns.

• Responsible for the maintenance, enhancement, and accuracy of the capital budget financial information systems which support the University’s capital project activities.• Reviewed, processed, and reconciled financial data from various University and State information systems to assure the accuracy and consistency of institutional information; systems include Banner, FAMIS, CBS, TALS, and Enterprise Reporting.• Reviewed proposed capital expenditures to determine availability of funds and to insure conformity with legislative intent and OFM policies and procedures.• Created reporting solutions ranging from parameter driven Microsoft Access reports to multi-dimensional OLAP analytical tools.• Expanded data retrieval and analysis to multiple systems to achieve contextual views of the Capital Budget Office within the Business and Financial Affairs Division of WWU.• Collaborated information for the presentation of WWU’s 2011-2013 Capital Budget Request to the State of Washington.• Assisted in the development and maintenance of web and internet applications.

• Supervised, scheduled, trained, and managed a staff of 20+ student tutors.• Webmaster (directed web updates, including new website content and design).• Maintained correspondence with departments, particularly Math & Science.• Organized, developed, and taught math workshops.• Collaborated with Assistant Director as a teaching assistant for University 197 (Academic Success course).• Analyzed and presented statistical data for budget and operational input to Director and support staff.