Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
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Katherine Ballard

Arlington,TX

Summary

I am a seasoned professional with a vast domain knowledge of all things financial. For the last couple of years, I have worked as a consultant for various clients including healthcare, retail, insurance, manufacturing, telecom and entertainment spaces. My Forte is leading organizations in making the transition to Power BI. I have excellent skills with the whole Microsoft Business Intelligence stack, compliance, banking & healthcare regulations as well as all things data. I strongly believe in self-development, and I am always learning new tools and strive to better myself in what I do. I hope you will consider me for your current opening as I have many transferrable skills and I will strive to help your business succeed. I take pride and invest in any company I work for and will go above and beyond!

Overview

16
16
years of professional experience

Work History

Sr. BI/Power BI Developer

IncWorx Consulting
04.2023 - 11.2023
  • Built 20 + Custom interactive Power BI Reports with complex DAX Logic, including executive reports for clients.
  • Maintained existing Power BI Reports, fixed bugs, ETL Pipelines, DAX Functions, and added new metrics or KPI’s.
  • Implemented row level security.
  • Implemented incremental refreshes to support large. datasets and performance.
  • Utilized Power Query in Power BI for data cleansing and transformation.
  • Met and presented to stakeholders according to business needs.
  • Set up and troubleshooted Power BI Gateways to keep the dashboards and reports up to date.
  • Created stored procedures, views, triggers and constrains to implement the database consistency and integrity.
  • Created Database objects – tables, views, functions and developing procedures for implementing application functionality at the database side for performance improvement.
  • Used all flavors of SQL in construction of tables.
  • Developed a comprehensive custom Power App for for an client.
  • Developed, identified, designed, built, tested, optimized, and maintained a Data Warehouse using the entire Microsoft BI Stack.

Sr. BI/Power BI Developer

Agree Technologies
07.2022 - 03.2023
  • Wrote and optimized SQL statements to assist business intelligence practices.
  • Monitored assessment software for performance, security and database availability throughout lifecycle.
  • Compiled, maintained and developed database systems for tracking tailored content reports.
  • Oversaw database upgrade, backup, recovery and migration.
  • Improved data gathering, analysis and visualization procedures with strategic optimizations.
  • Created multiple Power BI Reports for clients using custom visuals, complex DAX and Power Query.
  • Gathered data from various external sources into a data warehousing system using the ETL process.

BI Developer

Amerisource Bergen
04.2022 - 07.2022
  • Supported projects enabling delivery efficiencies and technical resolution.
  • Created optimal technical solutions to user needs with in-depth system analysis.
  • Maintenance of reports using Microsoft Reporting Services (SSRS) from a variety of data sources.
  • Testing and debugging on reports.
  • Experience in creating SSIS packages using different type's task, with Error Handling, Log particular event by doing logging and worked on package configuration.
  • Used SSIS to create ETL package to Validate, Extract, Transform and Load data to Data Warehouse and Data Mart Databases

Sr. BI/Power BI Developer

AustinCSI
10.2021 - 04.2022

Analyzed business requirements into technical requirements for reporting/visualizations, data models, and databases. Reviewed technical specifications derived from technical requirements.

•Extracted, transformed and loaded data from SQL Server DB, Azure SQL DB, Teradata, to Power BI to generate reports.

•Developed analysis reports and visualization using DAX functions like table function, aggregation function and iteration functions.

•Performed data analysis, profiling, and quality assessment to ensure the integrity of business data to necessary levels.

•Worked in a consultative role to provide "value-added" insights in the form of advice & interpretation, and execution.

•Continuously improved design and delivery by leveraging any and all analytical tools/techniques at my disposal. Created company technical publications.

BI/Power BI Developer

Bank Of America
06.2015 - 09.2021

Built different reports and dashboards for cross-functional support for analytical purposes and KPI measurements.

•Gathered requirements from stakeholders

•Writing complex SQL queries, tables, views, Stored Procedures.

•Extracting data from various sources, transforming it and loading it to SQL server Databases.

•Created Data sets for SSRS/Power BI reporting.

•Data management - transactional and historical data storage and data warehousing.

•Helped to ensure privacy and compliance was adhered to

•Advanced experience with Microsoft excel and pivot tables,

•Worked in Development, Deployment to QA testing, UAT and production.

•Created reports for the DOJ by pulling raw data from Share point

•General performance tuning of code, reports, packages.

•Error handling and debugging.

•Execute and monitor ETL deployment process

•Performed ETL from different data sources.

•Familiar with Agile principles and philosophies

•Designed, developed, and deployed many reports such as scorecards, KPI reports and dashboards using SSRS and Power BI

•Created operation reporting such as dashboards, ad-hoc reports, metric reports, compliance reports

•Experience with all Microsoft platforms, Salesforce, Azure Database, Oracle, Fiserv, AS400, Synergy, Share point, private cloud platform.

Business Analyst

Bank Of America
01.2008 - 12.2014
  • Assisted in development of KPI report production, automation, and validation
  • Managed, interpreted, and validated all data that was produced by the client, maintaining the focus on improving the quality of member care.
  • Provided recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes.
  • Conducted targeted audits of all provider and member-oriented work streams to promote compliance.
  • Proven experience in eliciting requirements and testing
  • Experience in analyzing data to draw business-relevant conclusions and in data visualization techniques and tools
  • Basic knowledge in generating process documentation

Education

Associate of Science - Business Administration

Richland College
Dallas, TX

Bachelor's Equivalent - Data Analytics With Business Intelligence

Colaberry School of Data & Analytics
Plano, TX
01.2015

Skills

Power BI DAX SQL SSIS SSRS SSAS ETL Excel Certified Snowflake SharePoint Power Query Power Automate Power Platform Agile Azure Jira QlikView Teradata AWS BigQuery Project Management Data Warehousing, governance, compliance & Mining

Hobbies

  • Reading
  • Writing
  • Gaming
  • Traveling
  • Creative Arts

Timeline

Sr. BI/Power BI Developer

IncWorx Consulting
04.2023 - 11.2023

Sr. BI/Power BI Developer

Agree Technologies
07.2022 - 03.2023

BI Developer

Amerisource Bergen
04.2022 - 07.2022

Sr. BI/Power BI Developer

AustinCSI
10.2021 - 04.2022

BI/Power BI Developer

Bank Of America
06.2015 - 09.2021

Business Analyst

Bank Of America
01.2008 - 12.2014

Associate of Science - Business Administration

Richland College

Bachelor's Equivalent - Data Analytics With Business Intelligence

Colaberry School of Data & Analytics
Katherine Ballard