SUMMARY:

• I am a business intelligence professional with 13 years of experience designing and implementing advanced analytic solutions that yield measurable business value.
• I have designed and implemented highly complex Confidential, supply chain, marketing, and finance BI suites as well as operational reports and customized transactional applications.
• I combine my business acumen, technical expertise, and program management skills to solve problems in an efficient and creative manner. Many organizations invest in robust analytical models and tools but they fail to reap the desired business benefits due to communication gaps between IT and business units. I bridge the gap between IT and business by immersing myself into various business processes to gain a deep understanding of the actions that business units need to take in order to reach their goals. I extend my knowledge by leveraging the expertise of specialized subject - matter experts. With a deep understanding of business goals, I design analytical solutions which include prioritization, ETL, data governance, data visualization, end-user training, and support. I include a ROI estimate and follow-up with most of my analytical solutions.
• I will be happy to build a working prototype for your organization if you would like to discuss the results in an interview.

TECHNICAL SKILLS:

Data warehouse design (star/snowflake): Hyperion delivery manager, Supply chain and Ecommerce optimization SaaS product owner

Relational database: design, Oracle, MySQL, SQLServer $100M Marketing analytics

BI Program manager: BRD Creation MicroStrategy, OBIEE, Tableau

BI applications: Bad debt portfolio management Test-driven development

Open source BI (Pentaho): Hands-on accounting experience Hybrid SDLC

Proficient in: SQL and Big Data queries CRM process improvements

Agile & waterfall methods: Basic web development (HTML, CSS, JavaScript)

Operations and strategy: BI Adoption Lead

PROFESSIONAL EXPERIENCE:

Confidential, San Ramon, CA

Hyperion and OBIEE Delivery Manager

Responsibilities:

• I lead a daily stand-up meeting in which scrum team members provide time-boxed commitments for their work and bring attention to blockers.
• I facilitate a weekly backlog grooming session with product owners and agile team members to groom the backlog, clarify requirements, and reprioritize user stories.
• I work with the agile team members to plan sprints in terms of relative effort
• After each sprint, I lead a sprint review, in which the work which was deliver, and not delivered is discussed.
• I help improve the velocity and morale of the team by facilitating a monthly sprint retrospective, in which successes and opportunities for improvement are discussed.

Confidential

Responsibilities:

• Designed a cross-file transfer system to help Bank of the West and BNP Paribas securely exchange files.
• Assisted the Hyperion system administrator in designing and implementing a disaster recovery strategy.
• Creating technical documentation for Oracle’s Hyperion Suite (Essbase, Planning, HFM, FDMEE, DRM, and Financial Reports)

Confidential

Responsibilities:

• Designed data models for foreign currency exchange business unit and Small Business Administration lending group.
• Coach business analysts to move beyond tabular reports into data visualization and analysis.
• Assisting with the design and testing of OBIEE and BI Publisher reports.
• Working on creating and managing project plans for the report conversion of the two business units listed above.

Confidential, Phoenix, AZ

Business Intelligence Architect/Analyst

Responsibilities:

• I began as a consultant for the IT Operations division. This division requested my services because they needed a nimble way to learn from their data and they did not have time to wait for the enterprise BI team to handle their requests. I partnered with a subject-matter expert to form a nimble data visualization practice, which eventually evolved into hundreds of data consumers and fifty Tableau desktop designers.
• I also worked as the Insights Manager for the Usage-based Insurance division ( Confidential ). In this role, I connected data from across the enterprise, identified business opportunities, and developed operational and strategic plans to improve the insurance loss ratio and customer experience.
• I began the scope of work by interviewing stakeholders to learn about their goals and the actions that would be taken to reach their goals if supplied with adequate business intelligence.
• I performed a SWOT analysis on over 100 reports that had been previously designed by other developers and determined that the same insights could be gathered from 10 properly designed Tableau reports and dashboards.

Confidential

Responsibilities:

• Most of the information required for the BI implementation existed in a cloud-based application called ServiceNow. I coordinated with the ETL team to obtain a daily copy of the appropriate tables in a SQL Server database.
• Some information was only available in Excel files and organizational limitations prevented it from being loaded into any official database. I wrote some VBA functions to make the Excel information more useful.
• Finally, I used Tableau to form a data bridge between the SQL Server database and the Excel files in order to leverage the information as a complete set.

Confidential

Responsibilities:

• Although the Tableau dashboards were extremely intuitive, some executives were not willing to learn how to browse through a BI application. To address this limitation, I designed a PowerPoint presentation with live links to the Tableau reports.
• I built a dashboard to help executives understand how all IT staff allocate their time and how the time is funded.
• I built a BI solution to explain how all incidents, problems, change requests, and releases are handled.
• I built an "Application Availability" BI suite to demonstrate how several hundred software applications perform.
• I created an analytics suite that provides full transparency into a portion of the company's financial statements.

Confidential

Responsibilities:

• I worked with the system administrators to install Tableau Server in a virtual environment. This allowed me to share the reports with 50 other users.
• I performed BI admin tasks such as monitoring, scheduling, and access provisioning.

Confidential

Responsibilities:

• During the last two years of my service with AAA helped to improve the company’s usage-based insurance product by identifying trends in customer experience, device fulfillment and operational anomalies.
• I leveraged data from a variety of sources including a Hadoop/Hive environment, Cognos, Excel, and relational databases to provide actionable insights to the Confidential strategy team.
• I designed and deployed a large touchscreen data visualization which encourages people in the HQ lobby to interact with Confidential data. This involved data extraction from Hive, Tableau report design, video editing, website design, and data security measures.

Confidential, Phoenix, AZ

Business Intelligence Architect

Responsibilities:

• One month after being hired, I completed a working prototype of a business intelligence solution leveraging the Tableau software application. This required me to interview stakeholders to uncover their business objectives. Once the goals were understood, I profiled existing data sources in SQL Server and created a Tableau data model that transformed existing operational data into a temporary data warehouse. I developed interactive reports in the Tableau application. The BI solution included a self-service data visualization feature and interactive dashboards.
• I presented the prototype to over 100 clients at the company’s annual client summit. The presentation demonstrated how to save millions of dollars in equipment purchases by grouping together smaller purchases into consolidated purchase orders in order to qualify for discounts on high-volume purchases. The success of the presentation and prototype was measured by the positive response from the clients throughout the summit.

Confidential

Responsibilities:

• Following the prototype, the company decided to invest in the development of a full-scale, multi-tenant business intelligence platform. I was responsible for identifying the software vendor that would best meet all the requirements.
• I evaluated a group of BI software vendors based on 25 technical and functional features in order to rate each vendor’s ability to support the business goals. This process resulted in selecting Pentaho as the BI software vendor.

Confidential

Responsibilities:

• I reengaged with the business stakeholders to learn how to design a product that would exceed all expectations. This resulted in a list of hundreds of data fields that would help people make better decisions. I used a Confidential tool called My SQL Workbench to organize the list of data fields and subject areas into conceptual, logical, and physical data models. These models served as blueprints for the ETL developer to build a new data warehouse.
• I identified several opportunities to make improvements to the original data as it was extracted from the source.

Confidential

Responsibilities:

• I created all the technical BI schemas within Pentaho’s design tool (Schema Workbench) to present information to users through the software application. This involved designing subject areas, known as OLAP cubes with hundreds of attributes and measures. Working in partnership with a Java developer, I also performed many of the configurations to the Pentaho application.
• I designed the rules to create row and column level security in the Pentaho application for four different roles. This allowed us to present the right information to the right companies. Custom report directories were also created to allow users to see public reports as well as save reports into private folders.

Confidential

Responsibilities:

• While the Pentaho application provides hundreds of well-organized attributes and measures for self-service reporting, most users also benefit from a set of pre-configured reports, which I developed.
• I chose to keep the data visualization as simple and intuitive as possible.

Confidential

Responsibilities:

• I performed data-discovery sessions with clients to show them how to improve their business by properly analyzing their information. I also trained members of the sales and CRM team how to isolate trends, outliers, and business opportunities through the Pentaho application.

Confidential

Responsibilities:

• I created a set of marketing and training materials that help clients and prospects understand how to reduce costs and speed up the supply chain lifecycle by properly displaying and understanding the available information. These materials include video tutorials and return on investment formulas that demonstrate how to reach business goals by taking the mystery out of data and analytics.

Confidential, Phoenix, AZ

Senior Business Intelligence Analyst

Responsibilities:

• I was the lead BI designer responsible for building a MicroStrategy BI solution to help the marketing department understand what type of leads convert into successful students.
• I spoke with subject matter experts spanning the student lifecycle to understand each of the points where a lead or student may fall outside the desired path.
• I used PL/SQL and the Oracle e-Business suite to profile multiple data sources in order to create conceptual, logical, and physical data models. Data sources included Google Analytics, Omniture, SalesForce, and Oracle.
• I coordinated the efforts of a BI team of 6 individuals to ensure that the BI solution was developed and tested correctly.
• I provided training to the marketing team to help them understand how to capture the necessary insights.
• The BI solution helped shorten the time to reach critical milestones.
• The marketing mix (lead sources) was updated based on information from the BI solution.
• I analyzed the data to identify problems with the auto-dialer that had gone undetected for years.
• I bridged the marketing and finance BI solutions to identify the lifetime financial value of individual students and various cohorts.
• The marketing BI solution evolved into the enterprise BI solution and I designed the enterprise BI strategy by connecting disparate BI solutions.
• Assisted in defining corporate standards (lexicon and governance) for data objects.
• I managed a small BI team to build an OBIEE business intelligence suite that was used to identify problems in bad debt management and accounts receivable.
• I leveraged my degree in accounting to perform data reconciliation and support the creation of financial statements.
• I managed a small team of analysts who were responsible for scoping and testing enhancements to the Oracle Financials e-Business suite and an Ecommerce portal.
• I spoke fluent Spanish to manage a team of overseas developers while converting all reports to Spanish.
• I assisted in the design of a homegrown reporting system that helped with the financial and academic onboarding of new students. This work involved writing requirements for web-service calls and user experience design.