Design, develop, and maintain interactive dashboards and reports using Power BI and Tableau.Create visualizations that provide insights into business performance and key metrics.Analyze large datasets to identify trends, patterns, and opportunities for improvement.Conducted meetings, interviews, and workshops with stakeholders to gather detailed business requirements and documented current business processes, identify pain points, and determine areas for improvement.Captured both functional and non-functional requirements, ensuring a comprehensive understanding of the project's needs.Managed Stakeholders effectively for the successful delivery of business intelligence (BI) projects.Maintained regular communication with stakeholders to provide updates on project progress, address concerns, and manage expectations.Presented complex data insights and visualizations in a clear and concise manner to non-technical stakeholders.

Generated new business and referral clients in partnership with financial advisors and branch team. Worked with operations and finance departments to facilitate communication and deliver personalized solutions to customers. Built and maintained relationships with new and existing clients while providing high level of expertise. Operated in self-directed environment with minimal input to solve problems and implement resolutions.Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.

Assisted established management staff with operational oversight, business development and process improvement strategies Devised processes to boost long-term business success and increase profit levels . Collaborated in professional team to solve workflow issues .Collaborated with leadership team to identify relevant questions and determine best methods of collection. Streamlined research processes to meet tight deadlines for multiple projects.

Oversaw daily operations to ensure high levels of productivity . Validated incoming data to check information accuracy and integrity while independently locating and correcting concerns Organized participant-informed consent waivers and research scope documentation.