Jason Montgomery
Senior Business Intelligence Analyst
Fullerton,CA
Summary
Senior Business Intelligence Analyst with extensive experience developing high-impact business intelligence solutions within complex, multi-contract environments. Expert in the Microsoft SQL stack (SSMS, SSRS, T-SQL) with a proven track record of optimizing report performance, engineering complex joins and CTEs, and automating data-heavy workflows. Adept at leveraging generative AI to streamline technical troubleshooting and deliver actionable insights that ensure contractual compliance and drive operational excellence.
Overview
18
18
years of professional experience
Work History
Sr Business Intelligence Programmer
Acentra Health (formerly KEPRO)
12.2016 - Current
- Develop and manage a wide range of SSRS reports across multiple client contracts, ensuring all deliverables meet specific reporting requirements and deadlines.
- Optimize report performance and data movement by utilizing complex joins, CTEs, and stored procedures; implemented SSIS packages to automate file imports into staging tables and facilitate data extracts.
- Provide ad-hoc reporting and analysis to demonstrate contractual compliance and support operations with the data needed for day-to-day decision-making.
- Investigate and resolve data issues reported by internal and external stakeholders, troubleshooting SQL logic to ensure consistent reporting accuracy.
- Designed a Tableau dashboard to visualize key operational metrics for management, providing a high-level overview of contractual performance.
Reporting Analyst
KEPRO (formerly APS Healthcare)
04.2014 - 07.2016
- Optimized departmental workflows by using SQL Server and MS Access VBA to automate the equal distribution of member outreach assignments among staff, eliminating manual manager intervention.
- Designed and maintained a standalone MS Access database to serve as the primary system of record for tracking special needs services, providing the team with a structured environment for data entry and record management.
- Fulfilled departmental reporting needs by writing direct queries in SQL Server Management Studio (SSMS) to extract data for contract-compliance and ad-hoc client requests.
Sr Data Analyst
APS Healthcare
11.2007 - 04.2014
- Processed large-scale claims and eligibility datasets to monitor HEDIS metrics and fulfill scheduled contractual reporting requirements for a statewide health plan.
- Performed direct SQL backend reporting for a web-based case management system, ensuring data integrity and accuracy for all internal and external deliverables.
Education
Bachelor of Science - Information And Decision Systems
San Diego State University
San Diego, CA 05.2001 -
Skills
SQL Server (SSMS)
T-SQL
SSIS
MS Access
SSRS (Report Manager)
Visual Studio
Excel
Crystal Reports/Business Objects
Timeline
Sr Business Intelligence Programmer
Acentra Health (formerly KEPRO)
12.2016 - Current
Reporting Analyst
KEPRO (formerly APS Healthcare)
04.2014 - 07.2016
Sr Data Analyst
APS Healthcare
11.2007 - 04.2014
Bachelor of Science - Information And Decision Systems
San Diego State University
05.2001 -