Founder, Co-CEO

• Apr 2022 - Present

Professional Freelancer

• Apr 2020 - Dec 2022

Business Intelligence (BI) and Analytics Freelancer. Helps individuals/companies combine, manage and analyze their data to gain new insights and create more efficient reporting capabilities. Some tools used: Power BI, R, Google Data Studio, Google Analytics and Balsamiq. - Created a Power BI dashboard to visualize SurveyMonkey customer satisfaction data. Allowed management to help focus the business on potential areas of improvement. -Produced over 300 rmarkdown (rmd) reports for participants in a medical study at a local university. Automatically generated the reports using R scripts and visualized the data using ggplot2 and had a pdf output. Reported were provided to each participant in the study. - Set up Google Analytics for a small business website and Calendly to use in a Google Data Studio dashboard to allow near real time tracking of visitors to the website as well the conversion funnel of visitors to booking an appointment. The company can now see where visitors are stopping in the process of purchasing services. - Set up Google Analytics and Google Data Studio report for tracking of visitors to a blog website. This dashboard is helping the company analyze what posts and what social media channels are providing the greatest hits to the Blog. - Created data visualizations using R/ggplot2 for use in an academic study for the effects on mental health due to covid-19. Show less

Business Intelligence (BI) and Analytics Consultant

• May 2018 - Dec 2022

Helps individuals/companies combine, manage and analyze their data to gain new insights and create more efficient reporting capabilities. Development of both Spotfire and Power BI dashboards/reports for clients, provided training to end users, and developed ETL processes using KNIME as well as used other software (i.e. R) to solve business problems. - Using R, developed a text mining analysis of IT customer satisfaction survey and provided action plan to improve customer service to the business - Visualized IT customer experience survey in Power BI to show numeric responses by the various business units. - Using R, completed a text mining analysis of software vendor responses to aid in the selection of an Information Technology Financial Management (ITFM tool). - Using R, developed a machine learning model (using XGBoost algorithm) to predict monthly Information Services (IS) expenses - Developed a time series forecasting model using seasonal naïve algorithm to quickly forecast Information Service expenses. - Developed a show back report, using R and Spotfire, that for the first time, enabled the organization to show back the cost of Information Services (IS) costs to the business. - Created an automated ETL process using KNIME that combined forecast/budget files and loaded to a SQL Server database. - Using SQL Server, developed a database as a single source of truth for Planning and Controls team. Database provides significant reduction in reporting time as endless spreadsheets no longer need to be compiled for reporting requests from management. - Development of Spotfire reports, using HTML/CSS to track the costs and status of the project portfolio. Reports used by upper management and CIO. Show less

Community Data Scientist

• Jul 2018 - Jan 2019

Power BI Reporting Analyst

• Jan 2018 - May 2018

Provide training and ongoing support for self service business intelligence and developed reports/dashboards • Provided training sessions for Power BI to various groups within Canada and the US • Used R programming language to develop custom visuals within Power BI • Provided training sessions on Visualization theory and best practices • Facilitated gathering requirements meetings with stakeholders so I could develop Power BI reports Provide training and ongoing support for self service business intelligence and developed reports/dashboards • Provided training sessions for Power BI to various groups within Canada and the US • Used R programming language to develop custom visuals within Power BI • Provided training sessions on Visualization theory and best practices • Facilitated gathering requirements meetings with stakeholders so I could develop Power BI reports

Business Intelligence Analyst

• May 2017 - Dec 2017

Develop self-service business intelligence and analytics solutions for branches and executive leadership. Software used: Cognos Report Studio/Query Studio, Excel, R, Spotfire • Developed an analysis report in Spotfire that allowed management to understand the change in active policies versus the change in revenue for the brokerage. • Developed an automated Excel/VBA/SQL based model to forecast both revenues and expenses for the branch offices. The model used a weighted average method to forecast revenue, and significantly reduced time to forecast. • Developed a Tibco Spotfire based analysis dashboard for executives to show how changes in policy counts related to changes in revenue. • Developed Cognos Report Studio report to help transition and track 14,000 customers as they move to a new product. Report also ensured key customers were being contacted about product changes. Show less

Data Analyst

• 2016 - 2017

Tasked to develop more efficient processes, and a database so data analysis and visualization can be performed to gather insights into the business. • Developed a Power BI training analysis dashboard that visualized various metrics and analytics on the training completed in the region, airports and individual screening officers. As well, for the first time, visualized the statistics for each training specialist including time spent training, what training was provided and when. • Through R statistical software, developed an analysis to quantify, and visualize the errors related to data submission from the divisions. Information was never quantified nor visualized before, and will help focus training initiatives. • Created a self-service, dashboard using Power BI that allowed various levels of management an easy way to track their team’s compliance by training type. • Developed a business process map in Microsoft Visio to show the relationships between all files/processes currently in use. Show less

Business Analyst

• 2015 - 2016

Developed automated tools and dashboards for co-workers and management to provide insight into operating expenditures. Provided commentary on assigned operation expenditures.• Reduced errors and turnaround time of manually maintained Excel dashboard by replacing with automated Spotfire dashboard, which provided management with on demand access to financials. • Developed financial analysis dashboard in Spotfire that flagged accounting coding errors through vendor agreement comparison against invoiced general ledger accounts. • Reduced data compilation time from 3+ hours to 5 minutes through the development of an Excel based data model that used VBA and SQL to extract data from an Oracle database. Result was greater quality commentary because more time could be spent on data analysis. • Through collaboration with supervisor and other stake holders, developed an Excel based planning data model that used VBA and SQL to extract data from Oracle for various scenarios, and compiled into numerous presentation ready visualizations. The model’s efficiency provided more time for better data analysis and storyboarding, which was greatly appreciated by management.• Worked with functional department heads and senior management to produce annual budgets exceeding $160 million and forecast models on a business segment basis.• Analyzed and interpreted monthly variances and trends between budgets, actual and prior results and developed projections and forecasts. Show less

Business Analyst - Systems

• 2011 - 2015

Monitored, maintained, and validated the Essbase database financial accounting system. Provided customer service for the end users in the forecast and planning departments and developed efficient Excel models. • Reduced Essbase database turnaround time from 5 days to 2 hours through automation of the Excel data models. • Reduced data submission times from 1 day to 15 minutes through development of an automated Excel model that used VBA to extract data from databases. • Significantly reduced database load errors by end users through streamlined Excel data load templates. • Trained finance members on correct Essbase processes which significantly reduced data load errors. Show less