Summary
Overview
Work History
Education
Skills
Certification
HIGHLIGHTS
Timeline
Generic

Yannick Nkongolo

Fort Worth

Summary

Strategic and results-driven Data and Financial Analyst with extensive experience in healthcare, engineering, and corporate environments. Skilled at delivering actionable insights to senior executives and Boards of Directors through advanced financial performance analysis, forecasting, and cross-functional collaboration. Proven ability to prepare comprehensive financial packages and high-impact reports that drive strategic decision-making and business growth.

Bringing a strong foundation in healthcare operations and engineering problem-solving, I apply Python, predictive analytics, and data modeling to optimize business outcomes. Experienced in developing and applying supervised machine learning models and leveraging generative AI solutions for in-house analytics to improve efficiency, accuracy, and innovation.

Recently earned AWS Certified Cloud Practitioner and CompTIA Data+ Certification, further strengthening expertise in cloud technologies, data management, and enterprise analytics. Adept at using tools such as Power BI, SQL, and cloud-based data pipelines to transform raw data into actionable insights that support innovation, scalability, and organizational growth.

Overview

10
10
years of professional experience
4
4
Certification
2
2
years of post-secondary education

Work History

Data Analyst 2

Optum
01.2022 - Current
  • Provided detailed financial insights and near-term forecasts to senior executives and Board members, considering internal and external factors
  • Developed and enhanced forecasting models to align with organizational goals and improve predictive accuracy
  • Collaborated with Division Controllers and Commercial Planning Teams to ensure forecast accuracy and performance alignment with Company goals
  • Conducted comprehensive cause-and-effect analyses on complex financial matters to aid strategic decision-making
  • Prepared Board of Directors packages, justifying major projects and explaining financial performance and outlook
  • Produced key reports reviewed by CFO and other executives, contributing to earnings calls and Board meeting materials
  • Consulted with various internal teams to optimize business unit impacts on overall Company financial performance

Industrial Engineer

Group O
05.2019 - 01.2022
  • Designed financial and operational dashboards using Power BI, providing real-time visibility into KPIs and driving strategic actions
  • Led the development of process flows and reporting models to enhance operational efficiency and align with organizational metrics
  • Collaborated cross-functionally to support financial forecasting and performance tracking against Company benchmarks
  • Delivered comprehensive financial packages to support executive-level decision-making and strategic planning

Industrial Engineer Technician

S&B Industry
06.2016 - 05.2019
  • Created and optimized financial forecasting models to support strategic decision-making
  • Developed detailed dashboards and data visualizations to enhance understanding of key financial and operational metrics
  • Automated reporting processes, ensuring timely and accurate delivery of critical insights to senior leadership

Technician

SMS
08.2015 - 06.2016
  • Prepared financial reports and analyses to guide senior management on critical business decisions
  • Conducted detailed data modeling to support forecast accuracy and improve decision-making processes

Education

Associate of Science - Network Engineering

Northlake College
Irving, TX
05.2018

Associate of Science - Business Administration

Northlake College
Irving, TX
05.2017

Bachelor of Science - Data Analytics

Western Governors University
Salt Lake City, UT
09.2023 - 06.2025

Skills

  • Financial Analysis: Cause-and-effect analysis, financial forecasting, KPI alignment
  • Data Tools and Platforms: SQL, T-SQL, DAX, Python, Power BI, Tableau
  • Business Intelligence and Reporting: Forecast modeling, Board package preparation, earnings call materials
  • Collaboration and Consulting: Division Controllers, Commercial Planning Teams, Cross-functional stakeholders
  • ERP/CRM Systems: Microsoft Dynamics365, SAP, Salesforce
  • Certifications: Power Platform Certified (PL-900), Alteryx Core Certificate, ServiceNow Certified
  • Advanced Excel
  • Data warehousing
  • Business intelligence

Certification

Power Platform Certified (PL-900), Alteryx Core Certificate, ServiceNow Certified, Com, CompTIA Data, AWS Certified Solutions Architect

HIGHLIGHTS

  • Skilled in delivering financial performance insights and forecasting models for executive-level decision-making.
  • Experienced in preparing Board of Directors packages, earnings call materials, and strategic financial reports.
  • Proficient in collaborating across teams to drive performance and achieve Company KPIs.
  • Committed to delivering accurate and actionable data solutions to enhance organizational success.

Timeline

Bachelor of Science - Data Analytics

Western Governors University
09.2023 - 06.2025

Data Analyst 2

Optum
01.2022 - Current

Industrial Engineer

Group O
05.2019 - 01.2022

Industrial Engineer Technician

S&B Industry
06.2016 - 05.2019

Technician

SMS
08.2015 - 06.2016

Associate of Science - Business Administration

Northlake College

Associate of Science - Network Engineering

Northlake College
Yannick Nkongolo