Helu G
Newark,USA
Summary
BI Developer with 9+ years of experience delivering end-to-end data solutions across Power BI, SQL, and Microsoft 365 ecosystem. Expert in designing dashboards, semantic data models, ETL pipelines, and interactive reports that drive business decisions. Skilled in DAX optimization, advanced KPIs, forecasting models, and performance tuning for large datasets. Experienced in integrating Power BI with Dynamics 365, SharePoint, Dataverse, and external APIs for unified analytics. Proficient with Azure services (Synapse, Data Factory, Data Lake, Fabric) for enterprise-scale BI architecture. Implemented row-level and object-level security (RLS/OLS), compliance policies, and governance frameworks. Delivered BI solutions using CI/CD pipelines, deployment pipelines, and version control (Azure DevOps, Git). Adept at self-service BI enablement, training 100+ users, and increasing adoption across business units. Partnered with executives to deliver actionable insights that improved forecasting accuracy, reduced costs, and influenced strategic decisions.
Overview
9
9
years of professional experience
Work History
Sr. BI Developer/ Power platform
Prudential Financial
03.2024 - Current
- Designed enterprise-grade Power BI dashboards for executive leadership, providing real-time visibility into KPIs, revenue trends, and operational performance.
- Built complex DAX calculations for YOY growth, forecasting models, trend analysis, customer churn, and profitability metrics.
- Optimized dataset refreshes with incremental refresh, query folding, and aggregations, reducing refresh times from hours to minutes.
- Developed paginated reports (SSRS/Power BI Report Builder) to meet compliance, audit, and financial reporting requirements.
- Created ETL pipelines using Power Query, SQL, and Azure Data Factory to consolidate data from Dataverse, SharePoint, Dynamics 365, and external APIs.
- Embedded Power BI dashboards in Power Apps and Microsoft Teams, enabling frontline workers to access insights in real time.
- Implemented row-level security (RLS) and object-level security (OLS) for department-specific and confidential reporting.
- Deployed Power BI Premium workspaces, dataflows, and deployment pipelines, establishing CI/CD practices for BI solutions.
- Leveraged DAX Studio, Tabular Editor, and ALM Toolkit to optimize performance, streamline calculations, and ensure consistency across models.
- Designed semantic models and reusable datasets, reducing duplication and standardizing reporting across departments.
- Partnered with Finance, Risk, and HR teams to standardize KPI definitions and reporting frameworks, improving trust in analytics.
- Delivered forecasting and predictive analytics using AI visuals, what-if analysis, and integration with Azure ML.
- Trained and mentored business users in self-service BI, driving a 45% increase in Power BI adoption.
- Created usage monitoring dashboards to track report adoption, user engagement, and refresh performance.
- Collaborated with IT security to enforce data governance, DLP policies, MFA, and compliance standards.
- Piloted Microsoft Fabric (One Lake and Synapse integration) for enterprise-wide analytics readiness.
- Presented executive-level reports and insights that influenced strategic planning, reduced operational costs, and improved forecasting accuracy.
Power BI / Data Analyst
Progressive
02.2022 - 02.2024
- Developed and published Power BI dashboards for 500+ end-users to track claims, customer trends, and operational KPIs.
- Designed star-schema and snowflake data models for claims, customer, and financial data analysis.
- Built automated reporting pipelines using SQL Server, SharePoint, and cloud sources, reducing manual reporting by 60%.
- Created advanced DAX measures for churn analysis, claims processing, and cost metrics.
- Integrated Power BI with Dynamics 365 CRM to monitor customer service performance.
- Implemented usage metrics dashboards to track adoption and engagement.
- Conducted ad-hoc data analysis to support business decisions and operational improvements.
- Performed data cleansing, validation, and standardization to ensure high-quality reporting outputs.
- Generated trend, variance, and KPI analysis to identify business insights and support leadership decisions.
- Developed automated data alerts and notifications for key operational changes using Power BI and Power Automate.
- Partnered with stakeholders to translate business requirements into actionable data solutions.
- Produced executive-level reports and presentations summarizing findings and actionable recommendations.
- Assisted in migration of legacy Excel/Access reporting tools into modern BI solutions.
SharePoint/BI Developer
Independence Blue Cross
02.2019 - 02.2022
- Delivered dashboards in Power BI to track budgets, expenses, and forecast variances for multiple business units.
- Created reporting solutions integrating SharePoint lists, SQL, and Excel.
- Automated manual reporting with Power Automate and BI dataflows.
- Applied RBAC for sensitive government data in BI reports.
- Built operational dashboards monitoring service desk SLAs, compliance KPIs, and IT support metrics.
- Developed reusable Power Query scripts and dataflows for cleansing, transforming, and standardizing data from multiple sources.
- Integrated SharePoint lists, SQL databases, and Dynamics 365 data to create unified BI reporting solutions.
- Automated monthly, quarterly, and ad-hoc reporting processes with Power Automate, cutting reporting cycles.
- Created role-based dashboards for different departments to ensure data security and compliance.
- Developed canvas and model-driven Power Apps to track financial approvals, vendor management, and audit logs.
- Mentored junior developers on Power Platform best practices, DAX optimization, and report design standards.
Data Analyst
Tech Solutions Consulting
01.2017 - 01.2019
- Developed interactive dashboards and reports in Power BI and Tableau for federal agencies, tracking compliance, project KPIs, and operational metrics.
- Wrote complex SQL queries and optimized stored procedures to extract, transform, and load data from multiple sources (SQL Server, SharePoint, Excel).
- Created automated reporting pipelines using Power Automate and BI dataflows, reducing manual data consolidation.
- Applied role-based access control (RBAC) to protect sensitive government and operational data in BI dashboards.
- Conducted data cleansing, validation, and standardization to improve data quality and reporting accuracy.
- Designed and maintained data models, star/snowflake schemas, and calculated metrics in BI platforms for actionable insights.
- Developed ad-hoc reports for leadership and stakeholders to support decision-making and compliance audits.
- Provided training and documentation for end-users on Tableau, Power BI, and reporting best practices.
- Collaborated with cross-functional teams to translate business requirements into analytical solutions.
- Implemented trend and variance analysis to support budget planning, resource allocation, and operational improvements.
Education
Bachelor’s degree - information technology
Certified Power BI Developer - undefined
Skills
- Power BI expertise and analytics
- Data modeling and ETL processes
- Business intelligence tools proficiency
- Data organization: SQL Server, Azure SQL, SharePoint Lists, Excel
- Power Automate and dataflows expertise
- Proficient in creating calculated measures for data analysis
- Reporting & Analysis: KPIs, dashboards, operational and financial reporting, trend/variance analysis
- Dynamics 365 integration, RBAC, ad-hoc reporting, stakeholder collaboration
- Databases & Cloud Platforms: Azure SQL Database, Azure Synapse Analytics, Azure Data Lake, SQL Server, MySQL, PostgreSQL, Dataverse, CSV/Excel, REST APIs, OData Feeds, Data Gateways, DirectQuery vs Import mode optimization
- Power Platform Integration: Power Apps (Canvas & Model-Driven), Power Automate, AI Builder, Copilot, Integration with Dynamics 365 CRM, Embedded Power BI in Power Apps/Teams
- Programming & Advanced Tools: SQL (T-SQL), Python (Pandas, NumPy), R for Analytics, DAX Studio, Tabular Editor, ALM Toolkit, JSON, REST APIs, NET, Data Visualization Best Practices
- Microsoft 365 & Integration: SharePoint Online, Microsoft Teams, Excel Services, Dynamics 365 CRM, Outlook, OneDrive, Microsoft Fabric (new)
- DevOps & Governance: Git, Azure DevOps, CI/CD pipelines for BI reports, Deployment Pipelines, Workspace Governance, Security Roles, DLP Policies, Conditional Access, Data Governance, Row/Column-Level Security, Monitoring & Usage Analytics
- Additional BI/Analytics Tools: Tableau (basic), Qlik (basic), Excel Power Query, Power Query, SSRS, SSAS Tabular Models, Advanced Excel for BI (PivotTables, Power Pivot)
- Power BI (Desktop & Service), Tableau, Power Query, DAX, Excel (Pivot Tables, Power Pivot)
- SQL / T-SQL, Azure SQL, SQL Server, SharePoint Lists & Libraries, Excel / CSV, ETL Pipelines, Dataflows
- Power Automate, Dynamics 365 Integration, Scheduled Data Refresh, API-based Data Connections
- Stakeholder Collaboration, Data-driven Decision Making, Dashboard Storytelling, Executive Reporting
Timeline
Sr. BI Developer/ Power platform
Prudential Financial
03.2024 - Current
Power BI / Data Analyst
Progressive
02.2022 - 02.2024
SharePoint/BI Developer
Independence Blue Cross
02.2019 - 02.2022
Data Analyst
Tech Solutions Consulting
01.2017 - 01.2019
Certified Power BI Developer - undefined
Bachelor’s degree - information technology
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