Summary
Overview
Work History
Education
Skills
Timeline
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Raina Shah

Raina Shah

Greater NYC Area

Summary

Data visualization expert with a passion for tech, interior design, sustainability, travel and anything that intersects. Working remotely for the last ten years. Designing with Tableau Desktop for over fifteen years and maintaining Tableau Server for ten years. Led the implementation of Tableau at nine companies. Comfortable engaging with internal and external stakeholders, demoing to prospective clients and collaborating with virtual teams. As well as designing with complex technical features inside Tableau Dashboards. Highly analytical mindset and well-versed in ETL and SQL.

Overview

19
19
years of professional experience

Work History

Tableau Consultant

Self-employeed
Remote
03.2022 - Current
  • Providing freelance Tableau assistance to multiple clients.

Business Intelligence Manager

Amex GBT (Ovation)
Remote
10.2015 - 03.2022
  • Worked with CIO and other executive management.
  • Created interactive BI visualizations and dashboards from concept through design and deployment. These dashboards directly impacted Ovation's revenue growth.
  • Collaborated with the Client Solutions Group during sales pitches, demoing BI solutions.
  • Engaged with stakeholders to define goals, metrics and stories for dashboards.
  • Lead the implementation of Tableau across the company.
  • Developed ETL processes to automate the loading of data into Tableau.
  • Analyzed large datasets from multiple sources, including structured and unstructured data.
  • Performed complex SQL queries against databases to extract relevant information.
  • Automated quarterly client reporting from PowerPoint to Tableau.
  • Trained staff on proper use of Tableau.
  • Generated Ad-hoc and Proof of Concept dashboards.
  • Mapped user filters with complex security requirements.
  • Designed with advanced features such as dynamic filtering based on a parameter, LOD expressions and table calculations.
  • Tools: Tableau Desktop, Tableau Server, SQL Server

BI & Data Visualization Manager

Cablevision
New York, NY
11.2014 - 10.2015
  • Designed and implemented interactive dashboards at the Executive and Operational levels using Tableau.
  • Agile development life-cycle.
  • Conducted user interviews to understand customer needs and preferences when creating data visualizations.
  • Developed and maintained BI dashboards for the company.
  • Created automated reports to visualize performance metrics.
  • Assisted with the development of ETL processes to extract and transform data into a usable format using Alteryx.
  • Optimized existing dashboard designs for better performance, scalability, and usability.
  • Collaborated with stakeholders throughout the organization to create visually appealing graphics that effectively communicate complex information.
  • Performed quality assurance testing on all developed visualizations before deployment in production environments.
  • Tools: Tableau Desktop, Tableau Server, Alteryx, Toad (SQL - Oracle and Netezza)

BI Reporting Analyst

BNY Mellon
New York, NY
09.2011 - 11.2014
  • Lead implementation of Tableau across department.
  • Designed dashboards and visualizations to present data in a clear and concise manner.
  • Created weekly and monthly reports to track progress of business goals.
  • Gathered, analyzed and formatted large amounts of data into meaningful information.
  • Prepared ad-hoc reports as requested by senior management team.
  • Performed trend analysis on historical data to identify areas for improvement.
  • Self trained in Tableau Desktop and Server.
  • Assisted coworkers with Tableau learning.
  • Tools: Tableau Desktop, Tableau Server, Excel, and SQL

Client Integration Analyst

State Street
Boston, MA
01.2011 - 09.2011
  • Client conversions and onboarding.
  • Developed and maintained integration solutions to ensure data accuracy between applications.
  • Analyzed business requirements, designed and implemented integrations for multiple systems.
  • Performed system testing of integrations to validate accuracy of data flow.
  • Implemented new features and enhancements for existing integrations.
  • Conducted quality assurance reviews on all completed integrations.
  • Tools: Excel, SWIFT and XML

Business Analyst

Radus Tek Services
Somerset, NJ
07.2010 - 01.2011
  • Training

Cash Analyst

BNY Mellon
Boston, MA
03.2008 - 07.2010
  • Back office operations for the Asset Servicing department.
  • Reviewed daily cash balances and reconciled discrepancies.
  • Managed cash flow activities, including preparing daily, weekly and monthly forecasts.
  • Performed trade matching reconciliations and identified any variances or errors.
  • Tools: Excel, SWIFT and XML

Research Intern

GENEVA Group Inc.
Boston, MA
05.2007 - 11.2007
  • Surveyed current and prospective clients.
  • Presented findings to CEO.
  • Received certification in Microsoft Dynamics NAV 4.0 Financials & Customer Relationship Management
  • Tools: Excel, Microsoft Dynamics

Client Development Intern

A.G. Edwards & Sons, Inc.
New York, NY
05.2006 - 08.2006
  • Gathered data from prospective clients via cold calling.
  • Tools: Excel

Education

Bachelor of Science - Finance

Bentley University
Boston, MA, USA
05.2008

Bachelor of Science - Finance

RMIT University
Melbourne, VIC
07.2006

Skills

  • Data Visualization / Storytelling
  • Defining Metrics / Designing from Business Requirements
  • Dashboard Design for Internal and External users
  • Dashboard Design at the Executive and Operational levels
  • Data Blending with Structured and Unstructured sources
  • Creating Tableau Quick Filters & Parameters
  • Writing Complex Field Calculations, Table Calculations, and Level-of-Detail Expressions
  • Publishing Tableau Dashboards with User Filters for Client Security
  • Managing Tableau Server
  • Writing Complex SQL Queries
  • Performance Optimization
  • Ad hoc Processing

Timeline

Tableau Consultant

Self-employeed
03.2022 - Current

Business Intelligence Manager

Amex GBT (Ovation)
10.2015 - 03.2022

BI & Data Visualization Manager

Cablevision
11.2014 - 10.2015

BI Reporting Analyst

BNY Mellon
09.2011 - 11.2014

Client Integration Analyst

State Street
01.2011 - 09.2011

Business Analyst

Radus Tek Services
07.2010 - 01.2011

Cash Analyst

BNY Mellon
03.2008 - 07.2010

Research Intern

GENEVA Group Inc.
05.2007 - 11.2007

Client Development Intern

A.G. Edwards & Sons, Inc.
05.2006 - 08.2006

Bachelor of Science - Finance

Bentley University

Bachelor of Science - Finance

RMIT University