David Soja
Utica,NY
Summary
A highly effective and knowledgeable Data and Reporting Analyst. A keen analytic mind with great attention to detail. A proven leader with a long track record of success across multiple positions throughout my career. Experience in all levels of data analytics including developing complex systems and building dashboards across various business intelligence platforms.
Overview
17
17
years of professional experience
Work History
Business Data Analyst
Tidal Basin Group/Michael Baker International
Utica, NY
01.2022 - Current
- Leveraged knowledge in Power BI, SharePoint, and MySQL to created financial dashboards and trackers for use companywide from C-Suite to project managers to measure all financial analytics and gauge Business Unit or specific project health throughout life cycle.
- Uploaded weekly time and cost reports using MySQL to project trackers in order to compare and update actual financials against forecast.
- Cleaned financial data and created many ad-hoc or custom reports and dashboards still used by company/employees
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
- Gained extensive knowledge in data entry, analysis and reporting.
Inside Sales
One-Pull Wire and Cable Solutions
08.2022 - 01.2022
- Generated quotes and managed sales experience of customers from start to finish including logistic planning and cost effective strategy with larger clients.
- Developed and applied a system of mapping out quotes using Microsoft Excel and Power Automate. Tracking system would allow us to see win/loss rate per region and agency, as well as regionally. Margin analysis and providing suggestion on ways to utilize the data to maximize profits and strategically win buisness.
- Demonstrated leadership skills in managing projects from concept to completion.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
Strategic Accounts Business Analyst
ParTech, Inc.
New Hartford, NY
05.2019 - 08.2020
- Using Microsoft Dynamics, Excel, and Power BI created many analytical reports used in the control and tracking of inventory as well as purchasing.
- Created dashboards for sales team in order to highlight areas of opportunity and provide suggestion to sell Par Technology hardware and software as old technology needed to replaced.
- Assisted with FP&A and yearly forecasting within department and business unit.
- Analyzed business requirements to identify areas for process improvement and efficiency gains.
- Collaborated with cross-functional teams to develop comprehensive data reports and dashboards.
Claims Adjuster
Utica First Insurance Company
Utica, NY
07.2018 - 05.2019
Account Manager
The Hartford
02.2009 - 09.2017
Education
Bachelor's Degree - Organizational Leadership
Keuka College
01.2018
Skills
- Business intelligence
- BI tools expertise (Power BI, My SQL, Excel, Dynamics, Sales Force)
- Big data analytics
- Business process improvement
- Project finance tracking and management
- Operations/Cost Analyasis and Improvement
- CRM systems
- Project management
- KPI tracking
Timeline
Inside Sales
One-Pull Wire and Cable Solutions
08.2022 - 01.2022
Business Data Analyst
Tidal Basin Group/Michael Baker International
01.2022 - Current
Strategic Accounts Business Analyst
ParTech, Inc.
05.2019 - 08.2020
Claims Adjuster
Utica First Insurance Company
07.2018 - 05.2019
Account Manager
The Hartford
02.2009 - 09.2017
Bachelor's Degree - Organizational Leadership
Keuka College
KEY ACHIEVEMENTS
- Improved Data Reporting: Increased data reporting efficiency by 30% within first year.
- Dashboard Architect: Developed from scratch company wide system used for tracking Business Unit and individual projects. Dashboards Track all Financial/KPI Data.
- Developed Financial Tracking System: Developed and built out financial tracking system for all quotes and sales. Leveraged for regional win rate/margin analysis, in addition to overall Profit and Loss metrics.