Partner with customers and architect team to define business and technical requirements for dashboard deployment across school district
Audit data metrics using SQL to compare against internal systems information
Built relationships with Project Director and Lead to understand dashboard requirements communicated by stakeholders and designed and developed visual analytic solutions that aligned with the product roadmap
Data and Operations Analyst
Affordable American Insurance
03.2018 - 07.2023
Developed custom PowerBI dashboards for departments, executives, and clients while partnering and researching with executives to design and implement an awards system and report; develop annual incentive progress report; built KPI performance metrics using DAX
Optimized data model to improve efficiency and sustainability leveraging data relationships; redistributed reports using test groups and maintained row-level security permissions
Collaborated with top clients to redesign existing dashboard to enhance user experience and story-telling
Integrated CRM data and cross referenced with sales data to measure progress and areas of improvement
Administration Coordinator
Affordable American Insurance
03.2017 - 03.2018
Maintained monthly PowerBI data reporting and distribution of dashboards company wide; imported data into SQL server and used a series of SQL queries in SSMS to audit/change data before publication
Collaborated and built internal management system using Power Apps for internal company use incorporating automation triggers streamlining client onboarding and provide daily follow-up reminders for administration and operations departments
Commission Specialist
Affordable American Insurance
05.2016 - 03.2017
Collected monthly data and audited using Excel and data visualization techniques before importing to central server
Distributed quarterly bonuses to qualified clients determined by sales metrics obtained from dashboard reporting.