TECHNOLOGY & SKILLS SUMMARY Data Analytics | Business Analysis | Project Coordination
Specializing in Data-Driven Business Insights and Strategic Collaboration
Overview
6
6
years of professional experience
Work History
Sr Client Solutions Analyst
Canadian Western Bank
03.2021 - Current
Recipient of Quarterly Pillar of Excellence award
Developed the Banking Center Incentive Program Power BI reporting solution, streamlining processes for enhanced efficiency
Designed and executed incentive reports for the Equipment Financing business line. This initiative enabled data-driven decisions and streamlined processes through Power BI automation
Led the development and implementation of the Sales Pipeline reporting system, which now serves as a pivotal source for evaluating funding pipeline health with a remarkable 90% usage rate, effectively reducing manual efforts
Directed the implementation of exception reporting solutions, resulting in a substantial 10% average reduction in data exceptions on a weekly basis, further elevating efficiency
Performed data validation for incentive reports, consolidating and producing the annual payroll report for Human Resources.
Built a custom row-level security model for Power BI reports, ensuring controlled user access as defined by the business, reinforcing data confidentiality
Produced critical pricing discretionary reports for loans and deposits, providing insights crucial for risk assessment and strategy formulation
Collaborated cross-functionally, refining reporting requirements and delivering actionable insights to Sales Effectiveness, Product, Marketing, and Finance teams. This collaboration fostered a cooperative environment and ensured alignment with diverse business goals
Provided executive-level reporting, offering vital insights into banking performance and contributing to informed decision-making
Translated stakeholder needs into actionable code and metrics, managing ad-hoc data requests, and engaging with upper management to drive strategic initiatives for continuous improvement
Business Intelligence Consultant
DevFacto Technologies
10.2019 - 03.2021
Spearheaded Power BI solutions for diverse clients, including Nutrien, Alberta Dental Association and College, Region of Waterloo, and EPCOR, integrating safety metrics, dashboards, and GIS data for strategic insights
Collaborated on requirements gathering, aligning data strategies, and enhancing stakeholder engagement through interactive prototypes and GIS data analysis
Implemented ETL techniques via Power BI Query Editor, streamlining reporting and enhancing accuracy
Developed impactful KPIs, including safety-related metrics, to drive performance tracking and informed decisions
Streamlined reporting processes, delivering actionable insights through dashboards, reports, and Power BI paginated reports
Managed reporting releases and provided stakeholder training, enhancing BI reporting environment usage and knowledge dissemination
Business Management Analyst
Government of Alberta
05.2017 - 09.2019
Analyzed diverse datasets, deriving valuable insights to generate specialized reports and dashboards supporting the Project Management Office (PMO) and technology management functions
Pioneered KPI development, streamlining reporting processes to facilitate efficient evaluation of project health, including initiatives under the Run Grow Transform framework
Produced and maintained numerous SSRS and Power BI reports, enhancing financial operations, project/program delivery, and senior management decision-making
These included project dashboards to evaluate project health and facilitate strategic decisions
Collaborated on BI reporting releases, ensuring seamless transitions and user adoption, contributing to improved project management.
Effectively communicated key data insights to stakeholders, supporting the PMO, technology management functions, and finance team
Produced reports crucial for the month-end project vendor charge back model, optimizing financial analysis and budgeting
Developed reports to aid contract management, facilitating strategic negotiations and vendor relations
Education
Microsoft Certified: Data Analyst Associate -
Bachelor of Commerce - Management Information Systems
University of Alberta
Skills
PROFESSIONAL SKILLS
Database/Reporting Tools:
Microsoft Power BI, Power BI Paginated Report Builder, Microsoft SQL Server, SSRS Report Builder
Languages: SQL, DAX, Power Query M, SAS
Microsoft Business Solution Application: Microsoft Dynamics CRM, Microsoft Azure
Microsoft Office Suites: Excel, Visio, Word, Microsoft Teams, SharePoint, JIRA, Team Foundation Server (TFS)
Business Processes and Procedures
Timeline
Sr Client Solutions Analyst
Canadian Western Bank
03.2021 - Current
Business Intelligence Consultant
DevFacto Technologies
10.2019 - 03.2021
Business Management Analyst
Government of Alberta
05.2017 - 09.2019
Microsoft Certified: Data Analyst Associate -
Bachelor of Commerce - Management Information Systems
Commercial Cash Managment Specialist at Canadian Western Bank (Merged with National Bank)Commercial Cash Managment Specialist at Canadian Western Bank (Merged with National Bank)