Role: Hired as the lead BI Developer for the data and analytics department. Responsible for creating analytical solutions for key stakeholders across multiple departments. Established standardized process for collecting user requirements. Delivered BI and analytics projects to measure and improve outcomes for executives leading critical areas of the credit union.Tech stack: Microsoft SQL Server, Power BI, DAX Studio, Visual Studio, Azure DevOps, Symitar• Increased Power BI utilization by partnering with departments and eliminating user frustrations• Developed and maintained data models that support self-service analytics• Established a Power BI community responsible for BI collaboration, training, and support• Reduced manual report management by several hours with Power Automate and Power BI

Role: Freelance consultant supporting Intuit, Business Online, Riviera Partners and CV Sciences with developing business dashboards for their clients. Took on the project management role to understand client needs and documenting requirements for technical teams. Led brainstorming, wireframing, and prototyping sessions to build reporting tools that aligned with client needs. Additionally, supported customer analytics requests from the data models built for business intelligence projects.Tech stack: SQL, Power BI, Salesforce, Python, and Excel• Responsible for creating sales TAM, SOM, and SAM reporting for executives and management team • Multi-touch attribution reporting helped marketing understand engagement of marketing activities• Validated data outputs with domain experts and engineering to ensure accurate campaign measures• Developed automated Excel reports reducing turnaround time from days to hours• Built a customer lifetime value model increasing sales and operations visibility to key customers• Improved accuracy of call center data by driving data integrity initiatives with data engineering teams• Redesigned reports to be more responsive by refactoring data models to reduce data load times

Role: Hired as the lead business analyst for the data and analytics department. Held the lead project manager responsibilities for the team. Met with key stakeholders to gather project requirements. Delivered BI and analytics projects to measure and improve outcomes for marketing, operations, and sales.Tech stack: SQL, Power BI, Salesforce, Python, and Excel• Created an operational reporting hub that helped stakeholders view and hit their department goals• Developed a sales forecasting tool that supported sales leaders annual goal setting activities• Heavy use of SQL to understand table structures, explain metric definitions, and identify data discrepancies• Built a customer churn model identifying lost customers and potential churn indicators

Role: Hired, managed, and developed a team of 5 business analysts. Oversaw reporting environment for group of 14 executives. Implemented an Agile approach to analytics projects including daily scrums and JIRA project management software. Partnered with all levels of associates from executive leadership to managers and front-line associates. Provided data driven insights that increased revenue, decreased costs, and improved student experience.Tech Stack: SQL, Tableau, Excel, and Power BI• Increased executives understanding of key performance indicators with dashboard reporting• Converted manual Excel based reporting environment into an automated Tableau environment• Introduced process control charting that alerted leadership to abnormal performance trends

Role: Primary duty was creating executive reporting for the C-Suite. Captured reporting requirements by meeting with sales directors and managers. Conducted reporting workshops with key stakeholders to develop reporting that was accurate and useful to all levels within the organization. Aligned c-suite reporting with front line corrective action reporting so directors and managers could focus sales team on c-suite defined KPIs and improve performance.Tech Stack: Excel, Power BI and Python• Overhauled performance reporting by deploying a new business intelligence environment• Enhanced customer intelligence by augmenting operational data with Definitive Healthcare data• Led BI platform evaluation to identify best tool to support information needs of sales team

Role: Fielded report requests by capturing business requirements, building reports, and following up on product delivery. Captured reporting requirements through user stories methodology because it clarified user needs, report functionality, and conditions of satisfactory delivery. Met with over 50 clients to discuss testing performance and offered personalization strategies that improved site clicks, conversions, and recommendation revenue.Tech Stack: SQL, JReport, Python, and Excel• Created customer segmentation models using LTV, RFM, and clustering methodologies• Provided additional value to clients by mining clickstream data for cross sales opportunities• Increased accuracy of business intelligence tools by identifying pipeline errors and reducing them