Manager of Data & Business Intelligence

• Aug 2023 - Present

PowerBI Consultant

• Jul 2022 - Jul 2023

Consulting- Lead consultant responsible for deployments of Vena's new PowerBI Embedded offering- Executed deployment for flagship project for Vena's key marketing customer- Oversaw team of 12 consultants for Beta launch of PowerBI product- Performed scoping for all/any custom PowerBI projects coming through sales pipeline- Hosted office hours and provided SME input for all/any PowerBI related quiestions for the organizationProduct Support- Collaborated with Product as SME to provide feedback and product enhancement recommendations- Provided developer support to build proof of concepts for new feature requests, enhancements, and product expansionsOrganizational & Partner Support- Created deployment guide for consultants to provide guidance on how to deploy the PowerBI product- Created a case study to enable consultants and grow the PowerBI knowledge within the organization and offshore partners Show less

Consultant

• Oct 2021 - Jul 2022

Responsible for working with client stakeholders to implement Vena's CPM software- Financial Budgeting & Reporting- Workforce Planning- Cash Flow Planning- Account Reconciliation- CAPEX

Financial Analyst

• Mar 2020 - Oct 2021

-Financial Analyst for parts manufacturing, maintenance, and modification of DOD aircraft.-Created and Maintained PowerBI reporting system - responsible for dataset development, deployment, and maintenance start to finish- over 25 published reports- multiple dashboards- 8 workspaces- 5 apps- row level security- native SQL queries- experience connecting to SQL, O-DATA, API's, sharepoint

Quality Assurance

• Sep 2019 - Mar 2020

-Responsible for deployment of QMS software to achieve AS9100 cerification. -Integrated data and designed Quality Assurance process in the system to match the production environment. -Developed best practices and instructions to train end users-Created PowerBI reporting system to report KPI's on a daily basis

Pricing Analyst

• Dec 2018 - Mar 2020

Responsible for the development and financial analysis of complex DOD contracts in excess of 100MM annually.-Utilized Microsoft PowerQuery to develop standard pricing template

Program Manager

• Aug 2017 - Dec 2018

Project Management: Manager of the Extension’s flagship project to help Maine farmers improve farm record keeping abilities. Duties include marketing, financial management, reporting, recruiting, and client interaction. Project Execution: Consulted with farmers individually to determine best approach to improve record keeping system. After a “best fit” record keeping system or was identified I was then responsible for helping the client implement the changes and learn to use the software. My interaction varied from minor adjustments to complete overhaul of financial record keeping system including business planning and enterprise budgeting. In addition, I collaborated with extension professionals across the state to serve the needs of farmers inquiring about record keeping material. I am currently finalizing a comprehensive guide to setting up a farm business in QuickBooks so that Maine farmers have access to record keeping help when the budget expires in December. Presenting: Presented on practical farm recordkeeping at the national AgrAbility conference in Maine with 45 farmers across the country in attendance. Additionally, I also taught a series of 3 excel record keeping classes to help farmers learn to track income and expenses. Reporting: Responsible for filing quarterly spending and progress reports to the Farm Service Agency which include client interaction, feedback, demographics, and justification for all spending for the budget. I created pre and post consultation surveys which the farmers I work with complete. These forms are used to identify specific client needs, identify what area of their business they would like to emphasize improving, and collect demographic information such as location and commodities which they grow which are essential to reporting for the FSA. Show less

Financial Analyst

• Jul 2018 - Oct 2018

Temporary replacement for the FT analyst on medical leave Performed End of Month Closing and Analysis with an average monthly revenue of 20MM. Created journal entries to reconcile accounts and reallocate spending across departments. Technology used: Oracle, Sharepoint, Hyperion, Excel (Pivot Table, Data Analysis, Solver, Macros) Duties include weekly financial score card of sales revenue, production, and spending across all departments of the factory, journal entries, account reconciliation, variance analysis, and spending reallocation of assigned accounts. Show less

Graduate Assistant

• Jun 2017 - May 2018

Leadership: Direct supervisor for 50 student employees who work maintenance, front desk and manager positions. Responsible for organizing and leading bi weekly staff meetings of both professional staff and student workers to address future events/programs, identify customer service problems in the prior two weeks and create a solution moving forward. Management: Responsible for overseeing the safety certification database for all employees in addition to overseeing all incident reports including the overhaul of our internal reporting process. Intra Company Communication: Directed the hiring process for new employees and my successor. I assembled the hiring teams, presented worthy candidates to both professional and student staff, scheduled meetings, provided feedback, and oversaw the process start to finish including job postings and new hire paperwork. In addition, I also worked in coordination with student life to schedule events occurring at the rec center, ordering supplies, promoting events, reserving facilities, and staffing the events. Show less

Graduate Assistant

• May 2016 - May 2017

-Financial Aid advising-Supervising customer service center-querying FAFSA data to process for verification-created customer service recording system utilizing google sheets to eliminate the need for paper documentation. With google sheets the office was able to see real time data about intake volume while storing the historical data to predict future trends based on seasonality

Farm Credit Fellowship

• Aug 2015 - Dec 2015

Agronomy Intern

• Jun 2015 - Aug 2015