Profile
About Me
Extensive experience developing and managing systems to support reporting requirements for C-Suite executives and senior management. Focused on continually improving processes, systems, and report design to drive decisions with clear and relevant data.
Skills
SQL
MS SQL Server
Power BI
Python
C#
Microsoft Excel
R
Microsoft Access
NumPy
Pandas
MatPlotLib
PyODBC
C++
C
Experience
Employment
Fee Consulting Agency, LLC
2023 - PresentData & Analytics Consultant
- Work with clients to design a comprehensive reporting solution for their business.
- Build automation to extract data from business systems and restructure it for reporting.
- Identify analytic development that can streamline and improve the operations of the company.
- Create clear dashboards and reports to provide analytics insights.
- Design and implement automation to promote data consistency across business verticals.
Cherry Creek Holdings, LLC
2022 - 2023Director of Business Intelligence
- Work with the CTO and CAO to develop a strategic Business Intelligence plan.
- Lead the Business Intelligence team's daily efforts.
- Design, develop and maintain the company's Power BI solution.
- Identify analytic development that can streamline and improve the operations of the company.
- Create clear dashboards and reports around workload and analytical data.
Loan Simple, Inc.
2016 - 2022Sr. Business Intelligence Developer
- Planned and led the activities of the Business Intelligence Department.
- Worked with the CEO to develop and achieve quarterly OKRs.
- Trained and oversaw department employees.
- Conducted department performance evaluations.
- Developed and maintained the data warehouse and Power BI reports for the company.
Business Intelligence Developer
- Worked with senior management to design Power BI reports that drive business decisions.
- Created and maintained the company's data warehouse.
- Performed Power BI tenant administration duties for the company.
- Developed applications to gather data from 3rd party APIs and store in Data Warehouse.
- Created ad hoc reports for targeted email campaigns, compliance reviews, and risk analysis.
Accounting Specialist
- Created processes to streamline data transfer between loan and accounting software.
- Developed and maintained commission calculation software, written in Python.
- Implemented strategies to reduce errors and optimize time-cost associated with data transfer.
- Calculated commissions for weekly and semi-monthly payrolls.
Four Tier Software
2020QA Analyst
- Built automated software tests for the company's web platform and REST API endpoints.
- Evaluated software updates to ensure a bug free experience and UX consistency across platforms.
- Recommended program improvements or revisions to programmers.
- Developed software to technical design requirements.
McAdam Financial
2013 - 2014Financial Advisor
- Established new clients via targeted campaigns.
- Maintained a dataset of clients, focused on improving customer service and reliability.
- Discussed a wide range of products with clients to determine the product that best fit their needs.
Education
Coursera
2018Google IT Support Professional Certificate
Google's IT Support Certificate program provided me with the opportunity to learn the fundamentals of Information Technology. My in-depth knowledge of networks, security and system administration allows me to take these important aspects into account when developing and implementing new code and databases.
University of South Florida
2009 - 2014Bachelor of Arts - Mathematics
At USF I earned a degree in Mathematics, taking several classes that cemented my critical thinking and creative problem solving skills. I also took several programming classes that gave me a foundation in coding and development processes, while exposing me to several different languages, including C, C++, SQL, and Java.