Daniela Haskins
West Palm Beach,USA
Summary
Power BI Developer and Data Science Professional with a proven track record of transforming complex data into strategic insights that drive executive decision-making. Currently supporting a well-established company founded in 1986, which owns 10 globally recognized brands, including the country's #1 business brokerage. Specialized in Data Science, Python (including Jupyter Notebook), Power BI, and advanced DAX. Skilled in extracting data via API connections, optimizing BI solutions for scalability and performance, and leading the development of FDD Earnings Claims to ensure franchise disclosure compliance. Expertise spans financial analysis, franchise performance optimization, and KPI tracking, with a focus on aligning BI initiatives to organizational goals. A strategic thinker and collaborative leader who bridges the gap between business needs and data-driven solutions while fostering a data-driven culture through stakeholder training and cross-functional collaboration to maximize the impact of analytics on business growth.
Overview
12
12
years of professional experience
Work History
BUSINESS ANALYST / POWER BI DEVELOPER
UNITED FRANCHISE GROUP
07.2022 - Current
- Design, develop, and maintain dynamic Business Intelligence dashboards in Power BI, leveraging advanced DAX, data modeling, and sophisticated algorithms to generate actionable insights that drive executive decision-making;
- Monitor usage metrics and collaborate with IT to optimize resource allocation and infrastructure needs;
- Extract data via APIs, transform datasets for analysis, and seamlessly integrate insights into dashboards using Python in Jupyter Notebook, leveraging a wide range of libraries such as Pandas and NumPy;
- Conduct in-depth financial and operational analysis, focusing on franchise revenue trends, profit optimization, and franchisee success metrics;
- Partner with cross-functional teams to gather business requirements, ensuring BI solutions align with strategic objectives and deliver measurable impact;
- Enhance data models and queries to maximize performance, scalability, and resource efficiency;
- Lead the development of comprehensive reports for Item 19 Earnings Claims, supporting franchise disclosure compliance and transparency;
- Provide training and ongoing support to stakeholders on BI tools and data interpretation, fostering a data-driven culture across the organization;
- Manage stakeholder relationships, ensuring seamless communication, expectation alignment, and strategic collaboration in BI initiatives.
BI & ACCOUNTING ANALYST
NEXTUS BILLING SOLUTIONS LLC
10.2020 - 07.2024
- Partner effectively with key stakeholders across all business lines to collect requirements to develop and deliver comprehensive reporting solutions and dashboards while reporting to CEO and COO;
- Consolidate, cleanse, transform, and visualize data from various systems including Sage Intacct, QuickBooks, CollaborateMD, Kanban, and internal software;
- Deliver actionable insights, including but not limited to year-over-year and month-over-month trends and narrative in client retention rate, denial rates, clean claim rate, bad debt, cost to collect, and appeal success rate;
- Analyze and interpret data to ensure accuracy, relevance, and usefulness to reporting consumers;
- Support data modeling and root cause analysis by conducting cohort analysis, evaluating variances between forecasts and actuals, and performing risk analysis on various client portfolios, with comprehensive reporting of findings;
- Proficiency in advanced Excel functions including PIVOT Tables, VLOOKUPS, SUMIFS and more;
- Enhance client relationships and experience through data mining and analysis for Ad Hoc requests arising from different segments of the organization;
- Identify opportunities for continuous improvement and innovation within the organization by designing, and implementing BI tools to optimize negotiations and collection efforts;
- Implement and train staff on newly established processes;
- Develop procedure documents that comply with company policies and controls;
- Assist in testing and validation of software applications by analyzing data output;
- Stay informed about industry trends, regulatory changes, and market developments;
- Manage daily Accounting functions as needed, including Accounts Receivable, Accounts Payable, invoice processing and issuance, bank reconciliations, journal entries, payment processing, and cash application. Additionally, support the Controller in audits and month-end close activities in Sage Intacct.
CLIENT SUCCESS AND FINANCE MANAGER
EQUIS FINANCIAL, INC.
04.2020 - 10.2020
- Designed and delivered comprehensive reports and dashboards to provide actionable insights to clients and internal stakeholders on key financial metrics, ensured data accuracy and integrity in all reports and analyses;
- Provided guidance on investment strategies and recommended appropriate investment products based on the client's risk tolerance, time horizon, and financial goals;
- Assessed clients' insurance needs and recommended appropriate insurance products, including life, health, disability, and long-term care insurance;
- Helped clients manage financial risks and protect their assets;
- Provided resources and tools to help clients understand and manage their finances;
- Assisted clients in managing and reducing their debt, including strategies for paying off loans and credit cards.
BUSINESS DEVELOPMENT MANAGER
TINT WORLD, INC.
06.2017 - 04.2020
- Developed and implemented a 5-Star Program to evaluate and rate store performance;
- Monitored and analyzed franchise-wide financial and operational KPIs using advanced Excel skills;
- Produced and maintained milestone progress reports for executives and the operations management team to support informed business decisions;
- Pivotal role in providing full support for onboarding new franchise owners that ensured prompt completion of all pre-opening milestones, from Inception to Opening Day while reporting to CEO;
- Assisted in all phases of project management in Business Development to ensure client satisfaction and Retention;
- Assisted with planning the Annual Franchisee Conference and training event.
REVENUE & PROCESS IMPROVEMENT ANALYST
SBA COMMUNICATIONS, INC.
09.2013 - 06.2017
- In charge of complex revenue analysis and validation prior to data migration and posting to the General Ledger in Oracle;
- Produced and delivered reports for Revenue Trends Meetings, highlighting financial irregularities and facilitating the development of remedial strategies while reporting to the Senior Vice President;
- Responsible for collecting Accounting-related requirements and clearly conveying them to the IT team for system design and implementation;
- Forefront role during integration of newly acquired Infrastructure in LATAM to ensure expectations and deadlines were properly communicated among all stakeholders, circulated Progress Reports;
- POC for all communications between Sellers, SBA staff, Executives and Officers;
- Responsible for gathering financial and economic metrics as well as conducting Industry Research for review by the Board of Directors;
- Analyzed and updated billing information, considering factors such as customer contracts, contract terms and conditions, invoicing schedules, and annual rate escalations for a portfolio of 25,000+ cellular phone towers.
Education
Associate of Arts - Business
Montgomery College
Finance
University of Maryland
College Park, MDSkills
- Conduct gap analysis
- Business solutions development
- Cost-benefit analysis
- Business process improvement
- Data interpretation
- Advanced pivot table analysis
- BI tools expertise
- Data analysis and visualization
- Key performance indicator monitoring
- Negotiation
- Reporting and documentation
- Execution of analytical software solutions
- Performance analysis reporting
Websites
Languages
Spanish
Full Professional
English
Native or Bilingual
Portuguese
Native or Bilingual
Timeline
BUSINESS ANALYST / POWER BI DEVELOPER
UNITED FRANCHISE GROUP
07.2022 - Current
BI & ACCOUNTING ANALYST
NEXTUS BILLING SOLUTIONS LLC
10.2020 - 07.2024
CLIENT SUCCESS AND FINANCE MANAGER
EQUIS FINANCIAL, INC.
04.2020 - 10.2020
BUSINESS DEVELOPMENT MANAGER
TINT WORLD, INC.
06.2017 - 04.2020
REVENUE & PROCESS IMPROVEMENT ANALYST
SBA COMMUNICATIONS, INC.
09.2013 - 06.2017
Associate of Arts - Business
Montgomery College
Finance
University of Maryland
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