Joseph Herbeck
St. Paul
Summary
Software and sales engineer with a strong background in integrating data, financial analytics, and client relationship management. Skilled at collaborating with clients to understand their needs, translating business requirements into technical solutions, and partnering with cross functional teams including software engineers, CFAs, MBAs and analytics experts to ensure project success. Able to support all facets of a project from conception to final deliverable. Expert in C++, Python, MySQL, SQL, Power BI, and Excel, with a focus on developing customized data-driven solutions to support business growth.
Overview
8
8
years of professional experience
Work History
Software Engineer
AmpliFi Capital
04.2023 - 08.2024
- Integrated data from multiple client platforms into a cohesive database, ensuring seamless data flow and accuracy for company-wide access
- Utilized C++, Python, MySQL, and SQL to develop and implemented software solutions for extracting and transforming data from API and RPA sources, automating data pipelines to support analytics
- Translated client business needs into technical requirements, setting up critical data processes and defining KPIs to ensure alignment with their objective and client satisfaction
- Supported ERP Accounting Software as well as custom client portal APIs
Senior Analyst
AmpliFi Capital
03.2022 - 04.2023
- Managed client relationships through weekly meetings, providing continuous feedback and ensuring that client needs were consistently met, fostering long-term partnerships
- Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
- Worked with finance team, including CFAs and MBAs to provide useful analytical tools to provide insight into SG&A strategy and sales projections.
- Prepared board decks including Monthly, Quarterly and Annual Business Reviews capturing sales and operations results as well as financial statements to be presented in powerpoint.
Junior Analyst
AmpliFi Capital
01.2019 - 02.2022
- Developed dynamic operational and financial analytics dashboards using PowerBI and Excel, enabling real-time data visualization and strategic decision-making
- Built financial models reflecting both short-term and long-term revenue and profit projections
- Developed AmpliFi's Website for marketing purposes as well as client access to their deliverables
Finance Team Intern
Portu-Sunberg Marketing
01.2017 - 01.2018
- Data scraped purchase order data from Target's vendor portal system
- Communicated with business leaders to ensure reconciliation between client portal and internal system
Education
Bachelor of Science (B.S.) - Electrical Engineering
University of Saint Thomas
Saint Paul, MN12.2018
Bachelor of Science (B.S.) - Physics
University of Saint Thomas
Saint Paul, MN12.2018
Skills
- Financial Analysis
- Assessment of Client
- Relationship cultivation and retention
- Process Automation
- Software development
- Code Writing
Competence
Power BI Expert, MySQL, SQL, Python, C, Microsoft Applications
Timeline
Software Engineer
AmpliFi Capital
04.2023 - 08.2024
Senior Analyst
AmpliFi Capital
03.2022 - 04.2023
Junior Analyst
AmpliFi Capital
01.2019 - 02.2022
Finance Team Intern
Portu-Sunberg Marketing
01.2017 - 01.2018
Bachelor of Science (B.S.) - Electrical Engineering
University of Saint Thomas
Bachelor of Science (B.S.) - Physics
University of Saint Thomas
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