David Bassett
Ft. Wayne
Summary
Dynamic Business Intelligence Manager at Beacon Credit Union with expertise in data analysis and project management. I lead the development of a business intelligence platform and enhanced decision-making processes. Proficient in Smartsheet and Microsoft programs, I excel in driving project success while fostering collaboration across departments. Committed to delivering impactful results through strategic insights.
Overview
5
5
years of professional experience
Work History
Business Intelligence Manager
Beacon Credit Union
01.2024 - Current
- Oversee and manage all aspects of our business intelligence program, Domo.
- Connect various systems the credit union utilizes to Domo using methods such as writing SQL scripts or using pre-built connectors in Domo.
- Analyze data and generate reports on credit union performance metrics for senior management.
- Create data visualizations so credit union employees and members can easily digest complex data.
Project Portfolio Manager
Beacon Credit Union
10.2021 - 12.2023
- Oversee all projects in the credit union including the IT department, operations department, marketing department, lending department, and human resources department.
- Smartsheet Admin for the credit union. I trained employees on the program Smartsheet which is used at the credit union for data collection, information gathering, project management, and many other credit union functions. I also built dashboards that track and display all credit union metrics and all credit union projects.
- Coordinates with all project vendors and project team members to ensure projects get completed on time and within budget.
- Research potential vendor relationships by setting up product/service demonstrations for all projects.
- Attended various financial industry conferences and local leadership development classes.
Operations Project Specialist
Beacon Credit Union
02.2021 - 10.2021
- Worked on operations department specific projects which included the development of an in-house business intelligence platform.
Operations Department Assistant
Beacon Credit Union
06.2020 - 02.2021
- Worked primarily as a fraud specialist in the operations department. I worked fraud cases which included card fraud, check fraud, ACH deposit fraud, and counterfeit currency.
- Assisted the operations department launch a new online banking system.
- Assisted the e-services department in processing mobile deposit capture checks and ACH processing.
Education
Bachelor of Arts - Public Financial Management
Indiana University
Bloomington, Indiana05-2021
Skills
- Smartsheet: Smartsheet is an application I use at my current job for many different things Smartsheet is used for data collection, data visualization, project management, and many other day-to-day functions
- Microsoft Programs: I have certifications in both Microsoft Excel and Microsoft Access “Excel Essentials Series Certification” and “Access End User Series Certificate”
- Data Analysis: I currently spend a lot of time working on a business intelligence platform called Domo Domo is a cloud-based business intelligence program that connects various data sources and is used to make business decisions
- Project management: I have project management experience and have received project management training I have managed projects in all types of areas including IT, Operations, Human Resources, and more
Extracurricular Activities
Eagle Scout Award: Boy Scouts of America. Leadership Development Wabash County Graduate
Timeline
Business Intelligence Manager
Beacon Credit Union
01.2024 - Current
Project Portfolio Manager
Beacon Credit Union
10.2021 - 12.2023
Operations Project Specialist
Beacon Credit Union
02.2021 - 10.2021
Operations Department Assistant
Beacon Credit Union
06.2020 - 02.2021
Bachelor of Arts - Public Financial Management
Indiana University