Business Intelligence
& Analytics Manager
with over two decades
in Analytics.

Lead Business Intelligence reporting development and deployment for predictive analytics, process automation, and decision intelligence for the collections and compliance reporting teams within the Business Banking division.

• Teradata → Snowflake migration. Converted existing ad hoc Teradata queries from production warehouses into the new Snowflake architecture. Migrated existing Teradata ETL pipelines within SAS Viya over to new Snowflake pipelines within the Business Banking division.
• SAS Viya ETL automation. Developed SAS ETL scripts to automate jobs within SAS Viya, facilitating data transfer between Teradata, Snowflake, and Oracle servers.
• Ad hoc PL/SQL for collections & compliance. Authored ad hoc PL/SQL queries in Oracle SQL Developer and Snowflake to support the collections and compliance reporting teams.
• Self service BI enablement. Built Oracle PL/SQL ETL scripts feeding the Tableau visualization team and developed Alteryx workflows for new management reporting within the collections department.
• Data governance. Performed governance audits on backend SQL queries and ETL pipelines to verify data integrity standards continue to be met throughout the process.
• Performance optimization. Optimized legacy Oracle PL/SQL queries and stored procedures within the warehouse to reduce runtime and load on the warehouse.

Served as the US side lead for a German headquartered multinational. Managed a team of eight US analysts.

• Cross Atlantic leadership. Primary US contact for the German analytics teams. Validated numbers and calculations across both sides of the Atlantic to ensure consistent reporting across the entire organization. Collaborated with the international data analytics team on multi organizational data harmonization into the Amazon data lake for SOX compliance reporting.
• Team management. Managed a team of eight analysts within the US based division. Also managed US based senior developers and project team stakeholders within internal code review forums for capital projects across the organization.
• Executive partnership. Worked closely with executives and senior leaders to provide key analytical support, and assisted in setting performance targets for both the Tennis Point and Tennis Express US business units.
• Automated C Suite reporting. Developed automated SQL Server Reporting Services (SSRS) reports drawn from the Azure Data Warehouse for C Suite.
• SOX compliance maintenance. Maintained existing Python reporting queries (legacy) for SOX compliance within the accounting ERP system.
• Warehouse optimization. Refactored legacy SQL queries and stored procedures within the Azure warehouse to reduce runtime and warehouse load.

Scaled KEMBA's BI foundation into a full warehouse and Power BI architecture serving Finance, Legal, Marketing, Operations, and Risk.

• Near real time warehouse. Combined data from multiple databases into the MS SQL Warehouse on an hourly refresh schedule, automated via SQL Job Agent or VisualCron, delivering what the organization called a "near real time live data experience."
• Scalable Power BI cubes. Created a scalable Power BI cube drawn from the Temenos loan system and the marketing database to drive new product offerings to new members.
• Self service BI rollout. Developed the Power BI infrastructure to foster self service BI across all KEMBA departments: Finance, Legal, Marketing, Operations, Risk, and C Suite.
• Compliance & risk reporting. Worked within the Risk team to write SQL queries answering state auditor questions used for bank compliance reporting.
• Vendor data integration. Extracted data from the warehouse via SQL for outside vendors including VISA, Mastercard, and TransUnion to power new product campaigns.
• Mentorship. Trained and mentored new software developers on organizational performance metrics and warehouse best practices.

Built the analytical foundation that later became KEMBA's full BI program. Authored the credit union's first organizational Customer Profile Template in MS PowerPivot.

• First of its kind Customer Profile. Created the first organizational Customer Profile Template within an MS PowerPivot cube model, used for analyzing and targeting prospective customer segments.
• Predictive "Next Best Product" modeling. Developed predictive consumer behavioral reports from transactional data to drive "Next Best Product" offerings.
• Targeted segmentation. Authored ad hoc SQL queries to create targeted mailing lists segmented by Nielsen P$YCLE markets.
• GIS visualization. Created color, pin, dot density, and scaled symbol thematic GIS maps from internal and external data sources.
• Site selection & profitability modeling. Performed new market assessments using the balanced scorecard approach for new branch locations.

Oversaw marketing analysis for 70 locations with annual sales exceeding $215M.

• Site selection modeling. Performed market assessments using the balanced scorecard approach and Monte Carlo simulation in Oracle Crystal Ball software to evaluate potential new branch locations.
• Sales force tooling. Developed interactive marketing ROI calculators for the sales force.
• Customer spending analysis. Analyzed data to create Excel trend reports showcasing top customer spending.
• Marketing strategy. Assisted in crafting the firm's marketing plan based on analysis findings from internal billing systems and JD Edwards.