Interactive reporting built around business decisions.
Every dashboard is an independent portfolio project using synthetic data. No employer, client, customer, or confidential business information is included.
Financial analytics · Synthetic portfolio project
Corvane Capital portfolio overview
A multi-view investment workspace with portfolio allocation, filterable holdings, sortable results, performance ranges, and reporting views.
I’m a data and business analyst with eight years of experience turning fragmented information into structured, useful reporting.
My work spans data pipelines, ETL and cleaning, reporting automation, dashboard development, metric definition, and stakeholder reporting. I focus on the complete path from raw records to a clear and defensible recommendation.
Verified experience
Analytics roles across product, reporting, and finance.
April 2025–August 2025
Senior Data Analyst
Northmill Equipment Finance
Supported equipment-finance reporting and portfolio analysis using SQL, Power BI, SSIS, SSRS, data governance, database auditing, and anomaly investigation.
October 2021–March 2025
Business Reporting Analyst
Pawnee Leasing Corporation
Developed financial and operational reporting with T-SQL, SSRS, Power BI, and advanced Excel, including portfolio auditing, reconciliation, and audit-ready reporting.
January 2018–October 2021
Product Analyst
Encompass Technologies
Used SQL and Excel to troubleshoot reporting discrepancies, support SaaS product performance, resolve data issues, and assist onboarding, migration, and schema mapping.
Verified skills
Technical tools used across the analytics lifecycle.
Skills listed here are supported by the professional experience provided in my résumé.
T-SQLSQL ServerJoins and CTEsStored proceduresPower BIDAXData modelingSSRSSSISETL developmentAdvanced ExcelVLOOKUPPower QueryPower PivotData cleansingData reconciliationFinancial data auditingStructural aggregation auditingSaaS platform analysisData migrationSchema mappingBug and ticket resolution
Communication
Interested in working together?
Please send all project questions, interview requests, and contract communication through Upwork.
For platform safety and compliance, this portfolio does not include email addresses, phone numbers, social-media profiles, messaging handles, meeting links, or off-platform payment options.