Tableau
Nicole Rodriguez
St. Petersburg,USA
Summary
Data-focused financial analyst with 20+ years of experience leveraging SQL, Excel, and BI tools to deliver clear, actionable insights that drive strategic decision-making. Expert in transforming raw operational and financial data into meaningful reports, dashboards, and executive presentations. Proven ability to collaborate cross-functionally, communicate complex findings in a business-friendly way, and support leadership with timely, accurate analysis. Passionate about mentoring and knowledge sharing; led team-based training sessions in SQL and Excel to strengthen organizational data literacy.
Overview
20
20
years of professional experience
2
2
Certifications
6
6
years of post-secondary education
Work History
Data Analyst
Freelance / Consulting Projects
08.2024 - Current
- Supported small businesses with web analytics and performance tracking using Google Analytics and Excel.
- Built custom Excel models for inventory tracking, financial forecasting, and sales reporting.
- Advised on data-driven strategies to optimize marketing spend and improve ROI.
- Relevant Skills: Advanced Excel, Web Analytics
Manager, Reporting & Analytics
Spectrum (Charter Communications)
07.2017 - 08.2024
- Company Overview: Spectrum is the US's largest cable and internet provider, with 32 million customers in 41 states. I supported the Florida region's Field Operations and Business Planning across its four management areas (MA).
- Led a team focused on reporting automation and data insights to support Field Operations leadership, improving operational transparency and decision-making.
- Designed and executed process improvements that enhanced data accuracy and reduced reporting cycle times.
- Oversaw SQL-driven reporting initiatives, delivering executive-level insights on customer experience and network performance.
- Acted as a liaison between technical teams and business leadership, ensuring alignment on priorities and project deliverables.
- Presented actionable findings to non-technical stakeholders, driving strategic initiatives at the regional and national levels.
- Relevant Skills: Data Storytelling, Advanced Excel, Cross-functional Collaboration
Analyst, Reporting & Analytics
Spectrum (Charter Communications)
11.2015 - 07.2017
- Supported the Sr. Director of Business Planning and regional leadership with reporting and data analysis for field operations.
- Automated manual reporting processes, increasing efficiency and accuracy.
- Built SQL queries to extract, analyze, and report on operational and customer experience data.
- Partnered with cross-functional teams to ensure data initiatives supported key business goals.
- Delivered clear, data-backed presentations to leadership, enabling strategic action from complex datasets.
- Relevant Skills: SQL, Advanced Excel/VBA, Data Manipulation
SharePoint designer (Contractor)
Citi
08.2015 - 11.2015
- Company Overview: Multinational investment and financial services company
- Built and maintained dynamic financial dashboards using SQL and Excel to monitor KPIs and operational performance trends.
- Delivered monthly and quarterly reporting packages with actionable insights that informed budget planning and strategic decisions.
- Created executive-level PowerPoint presentations summarizing key financial trends and performance drivers for senior leadership.
- Automated manual reporting workflows, reducing production time by 30% and improving data availability.
- Partnered with IT and finance teams to ensure cross-platform data accuracy and alignment for consistent enterprise reporting.
- Relevant Skills: SharePoint (development, maintenance, InfoPath integration)
Operations Program Consultant, VP
Bank of America
01.2005 - 07.2015
- Company Overview: Multinational investment and financial services company
- Built and implemented a robust SharePoint/InfoPath solution to collect and analyze loan review data, providing leadership with actionable insights to guide training and improve audit outcomes.
- Streamlined the Call Monitoring Dispute Process by reducing Visual Studio programming steps by 75%, decreasing risk, and improving turnaround times.
- Conducted process analysis to identify automation opportunities, resulting in more efficient data workflows and reduced manual tasks.
- Developed a widely adopted “Snapshot” report combining eight daily reports into one tailored dashboard per team, enhancing performance visibility and decision-making across leadership.
- Supported cross-functional leadership by providing forecast modeling and data integrity oversight during a critical loan processing system transition.
- Led a team of eight contractors through a six-month data migration project, ensuring accurate delivery and continuous project updates to stakeholders.
- Acted as the primary reporting resource for Excel and SharePoint, mentoring colleagues and leading weekly knowledge-sharing sessions.
- Designed an automated loan assignment model that reduced staffing needs by 3–4 FTEs across eight fulfillment sites, aligning resources with demand more effectively.
- Relevant Skills: SharePoint, Visual Studio, Process Improvement & Workflow Automation, Report Development
Education
MBA - Data Analytics
Saint Leo University
Saint Leo, FL 10.2019 - 08.2022
Bachelor of Arts (BA) - International Business & Marketing
Eckerd College
St. Petersburg, FL 08.1993 - 05.1996
Skills
- Excel: Pivot Tables, Charting, Lookup Functions, Conditional Formatting, Financial Models
- SQL: Joins, CTEs, Window Functions, Optimization
- BI Tools: Tableau, Power BI, MicroStrategy
- Other Tools: Google Analytics, Python (basic scripting), VB / VBA
- Microsoft office
- Analytical thinking
- Documentation and reporting
- Process improvements
- Root-cause analysis
Certification
- Certifications: Data Science with SQL & Tableau | March 2024
- Certifications: Python Programming | June 2024
AREAS OF EMPHASIS
- Advanced Excel (Pivot Tables, Charting, Financial Modeling)
- SQL (Complex Queries, Data Mining)
- Operational & Financial Analysis & Reporting
- Dashboard Development (Excel, Tableau, Power BI, MicroStrategy)
- Cross-functional Collaboration
- Executive-Ready Presentations (PowerPoint)
- Data Storytelling & Insight Communication
- Project Coordination & Status Reporting
- SQL Optimization & Migration
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Software
MS Excel
Alteryx
SQL
Python
Timeline
Data Analyst
Freelance / Consulting Projects
08.2024 - Current
MBA - Data Analytics
Saint Leo University
10.2019 - 08.2022
Manager, Reporting & Analytics
Spectrum (Charter Communications)
07.2017 - 08.2024
Analyst, Reporting & Analytics
Spectrum (Charter Communications)
11.2015 - 07.2017
SharePoint designer (Contractor)
Citi
08.2015 - 11.2015
Operations Program Consultant, VP
Bank of America
01.2005 - 07.2015
Bachelor of Arts (BA) - International Business & Marketing
Eckerd College
08.1993 - 05.1996
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