Simon Fielder Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

• Oversee and manage the daily use of data systems including access, assisting, and training individuals and teams on the use of data and the data systems.
• Liaise with Finance, Operations, and Data & Technology teams in matters of data integration, data platforms, system design and requests.
• Develop queries and reports/analysis for ad hoc queries as well as compile various reports as necessary to support corporate reporting and analysis.
• Assist with the management of the Data Governance strategy, including data quality management, master data management, and data to be used in business intelligence.
• Monitor and evaluate information and data systems to ensure data quality.
• Enforce rules and procedures for data sharing with management and external stakeholders.

Markham, Ontario, Canada

• Created Power BI dashboards, scorecards, and reports for enhanced performance and data-driven decision-making.
• Designed innovative business intelligence solutions that mitigated software constraints. Notably, one solution resulting in a cost-saving of over a million dollars in software development expenses for the company.
• Coached colleagues in technical and business practices, enhancing team performance and operational efficiency.
• Crafted SQL queries within both Snowflake and Microsoft environments to transform data into formats optimized for reports and dashboards, as well as to accommodate for ad hoc data requests.
• Facilitated improvements to data quality.
• Worked with different teams and stakeholders to understand business requirements and served as a liaison between them and IT.

Toronto, Ontario, Canada

• Introduced the first near real-time dashboards with visual analytics to Rogers sales channels for tracking and refining sales strategies during their Black Friday and Holiday sales periods.
• Coordinated with IT and business partners to convince the sales channels to adopt the usage of Power BI for reporting and arrange for it to be licensed by various teams.
• Trained several departments on how to migrate from manual Excel reports to developing automated Power BI reports which saved thousands of hours of manual labor each year and increased both the quality and abilities or.
• Created entire suites of reports using Power BI that provided both historical and near real-time reporting for operational intelligence.
• Regularly brought in by project stakeholders to help them understand what kind of data or reporting their projects might need as well as what their data could and could not tell them.
• Crafted compelling narratives, stories and insights using data and visual analytics.

Toronto, Canada Area

• Built an online encyclopedia with detailed feature descriptions for Ticoon’s software
• Was central to the production of several professional videos created to drive sales that demonstrated Ticoon’s software features. Played a major role in scripting, storyboarding, capturing of footage, providing a.
• Coordinated redesign of the corporate website, overseeing the following elements: brand development, updated look and feel and compatibility with mobile devices
• Created and delivered marketing and training programs to financial advisors and distributors
• Took part in the software development process, providing feedback to business analysts regarding how features could be improved
• Coordinated with developers, business analysts and the quality assurance department to resolve client issues

• Served as a subject matter expert for online applications such as trading systems, website content management systems (CMS), online client access tools, financial planning tools and customer relationship management.
• Served as a consultant for established financial planners on how they can modernize their business practices
• Developed training programs and presentations
• Spoke at conferences and professional development sessions
• Documented business requirements to improve or add new functionality on both in-house and 3rd party applications
• Worked closely with both in house and 3rd party project managers, business analysts and developers on both a project and operational basis