Data & Business Analyst

I turn complex data into clear business decisions.

Eight years building data pipelines, ETL workflows, reporting automation, and decision-ready dashboards.

Analytics lifecycle

01Business question
02Data preparation
03Analysis & validation
04Decision-ready reporting
T-SQLPower BISSRSSSISAdvanced ExcelETL

Selected work

Reproducible analysis built around business decisions.

Every case study is an independent portfolio project using synthetic data. No employer, client, borrower, customer, or confidential business information is included.

01

Retail analytics

Synthetic portfolio project

Sales & profitability analysis

Analyzed revenue, gross profit, discounting, product categories, and regions to identify profitable growth and margin leakage.

$119.2KNet revenue
$45.8KGross profit
38.4%Margin

Key findings

  • Technology led revenue while Office products delivered a stronger margin rate.
  • Discounts above 10% reduced margin from 43.1% to 27.8%.
  • The South had the lowest profit contribution.
SQLKPI designProfitability
02

Financial-services analytics

Synthetic portfolio project

Loan portfolio & risk analysis

Assessed outstanding exposure, delinquency, credit bands, and loan purpose to prioritize portfolio monitoring.

$1.66MPortfolio balance
$436KAt-risk balance
9.54%Weighted rate

Key findings

  • More than one-quarter of balance was delinquent or defaulted.
  • Lower credit bands combined higher rates with higher delinquency.
  • Debt consolidation represented the largest at-risk balance.
SQLRisk segmentationExecutive reporting
03

Real-estate operations

Synthetic portfolio project

CRM data-quality pipeline

Created a read-only audit workflow that standardizes lead data and flags duplicates, missing ownership, invalid values, and stale activity.

24Source records
5Duplicate groups
75%Actionable

Key findings

  • Duplicate contacts inflated lead counts and split follow-up history.
  • Inconsistent source and status values fragmented reporting.
  • Unassigned or stale records reduced operational visibility.
SQLETLData quality

Interactive dashboards

Explore each project visually.

Net revenue$119.2K
Gross profit$45.8K
Margin38.4%
Selected share43%
43%

Technology
share of current view

Synthetic data · Safe to share

About

Technical depth.
Business clarity.

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.