MY SKILLSET

  • Tableau Dashboards

    PowerBI Dashboards

    Financial Reporting

    Prescriptive and Predictive Modeling

    Forecasting

  • Advanced SQL

    Advanced VBA

    Advanced Excel

    Advanced DAX (PowerBI)

    Advanced Tableau

    Intermediate Web Development (Squarespace)

    Beginner Python

    QA/UAT Testing

  • In 2020 I started my own company, Sota Analytic Solutions. I created the business vision, strategy and roadmap. We brought high caliber reporting to local businesses and helped with their SEO Marketing. In this role, I managed an art director and graphic designer who helped our clients with their marketing assets.

    In my most recent role as a Lead Talent Analyst, I managed a junior team member on an audit project. I taught the team member how to write a project plan and how to pull data from the system to complete the project.

    I coached her through best practices for updating and sending biweekly recaps to executive leadership.

    I coached her through writing a executive summary detailing outcome of the project ($78,000 saved and 200 labor hours quarterly).

  • Financial

    Healthcare

    Mortgage

    Retail

    Tech

  • Agile Methodologies (incl. Kanban)

    Automation / Process Improvement

    Procedural Documentation

    Executive Presentations

    People Management

    Project Management

    Requirements Gathering / BRD Development

  • Understanding the ask

    Every analysis starts with understanding the requirements. As an analyst I act as the liaison between the business leaders and analytics. I interpret business needs into actionable project plans and then execute them.

  • Data Extraction

    It all begins with data extraction. I am experienced in data warehousing, SQL queries and databases, and a variety of financial, HRIS, and claim systems. It’s my job to figure out how to get your data out so I can provide high caliber analyses.

  • Data Synthesis

    I have routinely performed data synthesis work on system data to translate it into a clean, useable, and workable data set. This might include anonymizing data, applying logic based modeling, and summarizing the data.

  • Data Analysis

    This is the crux of my work. I perform analyses from a variety of angles in order to capture the entire picture. I have routinely performed predictive and prescriptive modeling on the data to identify trends and insights.

  • Data Visualization

    I strive to provide meaningful statistics and analytical context in an visually appealing format that allow leaders to feel confident making decisions. In my most recent role, I led the planning, design, and execution of the company Tableau adoption plan.

  • Data Presentation

    In addition to beautiful reporting, I regularly presented these KPIs and metrics to executive audiences to help them understand data and make key strategic decisions in a fast-paced tech environment. I provided context and explanations to ensure the analyses were clear and understood.