Barret T.

Staff Data Analyst, Data Infrastructure at Kiavi
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Contact Information
us****@****om
(386) 825-5501
Location
Culver City, California, United States, US

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Melissa Dallmeyer

I worked with Barret for two years at PwC on various projects. On one of our projects, we had the responsibility of determining the footprint of software installations at the customers of a software client. This entailed taking raw data outputs that contained details about software installations and deduplicating/summarizing this data according to our client's licensing policies in order to develop an accurate picture of the licensee's software usage. With minimal technical input from senior staff, Barret developed a Microsoft Access tool to automate the process of importing, normalizing, and performing quality checks on the data, and ultimately providing a data set that could be used by the project team to develop accurate footprints. On another project for a separate software client, Barret developed and maintained an Excel workbook template that the entire project team used to perform data analysis for software compliance audits. After less than a year on this project, Barret assumed the role of lead technical staff member. He developed a knack for taking innovative and appropriate steps to understand a data set and point out completeness and accuracy issues, while also coaching other team members in this process. In my time working with him, Barret demonstrated the ability to understand the details of a data set without getting lost in it while having the necessary communication skills to derive meaning from the data and present the bigger picture to non-technical team members.

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Experience

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Staff Data Analyst, Data Infrastructure
      • Jan 2022 - Present

      * Work with Risk, Data Science, and Data Analytics stakeholders to define key metrics, business objects and attributes to include in dimensional modeling work for new analytics tables* Write specifications for analytics data pipelines in Databricks using “Medallion” (Bronze, Silver, Gold) architecture; oversee a Data Engineer in building these pipelines using events data from Kafka* Implement complex accounting rules in new new financial reporting Python+SQL+Airflow ELT data pipelines required for different types of securitizations* Hold SQL tutorials and data model overview sessions with Capital Markets and Accounting teams to enable more self-serve query writing, leading to more well-defined Jira tickets and data requests* Troubleshoot Snowflake performance by creating reports to monitor query latency and optimize SQL code and warehouse configuration where possible Show less

    • Technical Lead, Data Platform
      • Sep 2019 - Dec 2021

      * Migrated the company’s Business Intelligence environment from Looker to Tableau, requiring stakeholder surveys, determining scope, creating new centralized analytics datasets, consolidating redundant datasets, reducing over 500 visualizations in Looker to under 150 in Tableau, and thorough usability and acceptance testing for 5 business teams representing over 100 users, saving over $100k per year * Identified challenges in our application data architecture that prevented reliable KPI reporting for our Loan Analyst team; resolved these issues by implementing business logic in our analytics pipelines in Snowflake and proposing application data architecture updates to our Product and Engineering teams to minimize additional technical debt* Assumed all Data Engineering responsibilities for the Python and SQL Airflow data pipelines and Tableau reporting required to populate our ERP tool for Accounting to comply with GAAP financial reporting Show less

    • Manager, Analytics
      • Jul 2018 - Aug 2019

      * Worked with Head of Data to plan and execute a migration from Redshift to Snowflake with a team of two Data Analysts, two Data Engineers, and a small team of external contractors* Managed a team of three Data Analysts while maintaining part-time individual contributor responsibilities* Served as Data Team's representative for a Software Engineering application rearchitecture project to advocate for accurate data modeling in the in-house loan origination application* Designed technical screen exercise, and hold phone screens and in-person interviews for 20+ candidates* Partnered with Data Engineers to design and build automated checks for data integrity: stale data, schema changes, count mismatches, broken pipelines, etc Show less

    • Staff Data Analyst, Analytics
      • Jul 2017 - Jun 2018

      Launched the Business Intelligence Platform for New Business Vertical* Launched and supported Business Intelligence for a new business vertical, including data pipelines, data models, reporting, and visualizations using Looker (LookML), Redshift, and Airflow* Wrote intermediate to advanced SQL to translate application data to analytics data models (using “wide” table approach), which also involved collaboration with Product Managers to reflect business rules in data pipelines* Grew the number of stakeholders from a 5-person leadership team to a 35-person audience across the leadership, operations, sales, and marketing teams* Performed in-depth analyses for business stakeholders; for example, root cause analysis to identify a significant (>25%) month-over-month drop in loan application submissions and present findings to leadership team along with follow-up actions* Taught business stakeholders how to self-serve reports in Looker Show less

    • Senior Data Analyst
      • Aug 2015 - Jun 2017

      * Create acquisition and funnel Looker reports for Marketing and Growth teams* Create loan origination pipeline and quality Looker reports for Loan Operations teams* Perform data modeling, and design and construct new denormalized analytics datasets for reporting* Troubleshoot issues with data pipelines from external sources (example: Salesforce)* Identify and resolve data integrity challenges for new business lines* Optimize Looker PDT queries to decrease runtime and latency for Looker reports* Establish data availability reports to provide visibility to latest updated data for critical datasets* Work with Product Managers and Software Engineers to define deduplication and join methodology for top of funnel data objects (prospects, leads, users) to enable accurate reporting Show less

    • Technology, Information and Internet
    • 1 - 100 Employee
    • Analytics Platform Manager
      • Jan 2015 - Aug 2015

      * Manage the development of data analytics, reporting and monitoring solutions (including Looker, the organization's Business Intelligence tool), including SQL and LookML development* Evangelize engineering and data solutions (new reporting capabilities, application features) to business functions to get buy-in and alignment* Understand, anticipate, and build solutions to address the analytics needs of the different business teams* Project manage engineering solutions for reporting needs (ex: new data warehouse fact and dimension tables)* Ad hoc query analysis* Developing actionable reports and insights and educate team members on how to drive decisions using this data* Document technical and business metadata* Act as a data steward to monitor and improve overall data quality* Ad hoc query analysis Show less

    • Data and Operations Analyst
      • Jan 2013 - Jan 2015

      Business data and operations analysis. Focused on extracting value out of existing data, identifying new types of data to make available in the various data stores for business team access, and identifying manual efforts across the various business teams to build into automated, scalable and repeatable processes. Developed SQL queries for business teams to use in MySQL and Hive. Responsible for determining and pulling the data required for a key strategic advertiser partnership test which required communication across engineering, operations, and product. Wrote business requirements for reporting and configuration tools across various business teams (merchants, publishers, operations, and marketing), and project managed the engineering efforts to build a subset of these tools for the business teams. Show less

    • Professional Services
    • 700 & Above Employee
    • Advisory Technology Senior Associate
      • Sep 2008 - May 2012

      Technology consulting with a focus on data and compliance project management. Built reports and communicated results to client staff and PwC staff. Led client meetings with staff from manager-level to VP-level. Developed SQL and Microsoft Access queries and VBA macros, and utilized Excel functionality (such as Array Formulas and Pivot Tables) to perform analysis and automate processes. Simultaneously managed over 8-10 software compliance reviews at organizations of various sizes and industries on an ongoing basis. Show less

    • United States
    • Government Administration
    • 700 & Above Employee
    • IT Assistant
      • Dec 2007 - Jun 2008

      Assisted with various Information Technology support tasks. Prepared hard drives for survey. Documented software and licenses along with purchase requests and orders. Resolved technical issues with staff PCs. Assisted with various Information Technology support tasks. Prepared hard drives for survey. Documented software and licenses along with purchase requests and orders. Resolved technical issues with staff PCs.

    • United States
    • Wellness and Fitness Services
    • 700 & Above Employee
    • Technical Support
      • 2005 - 2006

      Trained new customers on SaaS scheduling management product setup and usage. First point of customer contact for technical issues. Performed root cause analysis for technical issues and worked with the internal development team to resolve issues. Provided product usage suggestions and walked customers through new features. Escalated critical issues to the appropriate internal contacts as necessary. Trained new customers on SaaS scheduling management product setup and usage. First point of customer contact for technical issues. Performed root cause analysis for technical issues and worked with the internal development team to resolve issues. Provided product usage suggestions and walked customers through new features. Escalated critical issues to the appropriate internal contacts as necessary.

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