Yannick Nkongolo
Fort Worth
Summary
Strategic and results-driven Data and Financial Analyst with extensive experience providing actionable insights to senior executives and Board of Directors. Proven expertise in financial performance analysis, forecasting, and cross-functional collaboration to achieve organizational goals. Adept at preparing comprehensive financial packages and delivering high-impact reports to support strategic decision-making and business growth.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sr. Data Analyst
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 / BI Developer
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
Power BI Developer
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
BI Developer
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, TX05.2018
Associate of Science - Business Administration
Northlake College
Irving, TX05.2017
Bachelor of Science - Electronic Engineering
University of Kinshasa
09.2013
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
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
Sr. Data Analyst
Optum
01.2022 - Current
Industrial Engineer / BI Developer
Group O
05.2019 - 01.2022
Power BI Developer
S&B Industry
06.2016 - 05.2019
BI Developer
SMS
08.2015 - 06.2016
Associate of Science - Business Administration
Northlake College
Bachelor of Science - Electronic Engineering
University of Kinshasa
Power Platform Certified (PL-900), Alteryx Core Certificate, ServiceNow Certified
Associate of Science - Network Engineering
Northlake College
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