Concord, North Carolina, United States
Bridging the gap between complex financial operations and data-driven strategy. I am a Business Intelligence Analyst at WEX with a deep background in Financial Operations. I specialize in building the technical pipelines (SQL) and visualization layers (Power BI) that transform millions of transactions into real-time, actionable insights for executive leadership. My unique edge is my "Finance-First" perspective. I don’t just build dashboards; I understand the accounting principles, ROI models, and business logic behind the numbers. Whether it’s identifying pricing inefficiencies in a $50M+ portfolio or automating manual reporting to save hundreds of hours, I focus on data that drives the bottom line. Core Technical Stack: • Technical Expertise: Advanced SQL (CTEs, Window Functions), Python (Pandas), and R. • System Knowledge: Deep experience with SAP S/4HANA (FI/CO), SAP BW/4HANA, and SQL Server. • Visual Storytelling: Power BI (DAX, RLS) and Excel (VBA) solutions that simplify complex trends. • Agile Mindset: Proven track record of collaborating with cross-functional teams to deliver analytics projects at scale. I am always interested in connecting with other professionals in the data and finance space to discuss automation, analytics, and the future of business intelligence. 📍 Based in NC | Open to Remote, Hybrid, and In-person opportunities nationwide (Relocation considered).
Building end-to-end BI solutions at WEX, a global leader in fleet and payment technology - from SQL data pipelines and Power BI dashboards to predictive pricing models supporting a $50M+ transaction portfolio. • Built Power BI dashboards (DAX, Power Query, Row-Level Security) integrated with SQL Server, giving Finance and executive leadership real-time visibility into payment KPIs across a $50M+ transaction portfolio. • Analyzed 3M+ payment transactions using advanced SQL (CTEs, window functions, subqueries) to surface pricing inefficiencies and deliver actionable recommendations to Finance and Product teams. • Automated a daily SQL extraction pipeline from SAP FI/CO into Power BI, replacing manual reporting processes and ensuring consistent data freshness across all executive dashboards. • Developed Monte Carlo pricing simulation models in Python (Pandas, NumPy) and R, enabling the Finance team to quantify risk and evaluate pricing strategy scenarios with statistical confidence. • Led stakeholder requirements sessions with VP-level Finance and Product teams, translating business needs into Power BI and SQL technical specifications across Agile sprint cycles. • Validated Power BI report outputs against SQL Server source data using cross-check queries, maintaining data accuracy before every executive distribution. • Defined Power BI development standards (DAX naming, data model design, RLS governance) and administered Power BI Service workspaces including user permissions and scheduled dataset refreshes. • Used Microsoft Copilot and generative AI tools to accelerate SQL development, debug DAX, and improve report delivery consistency across all BI deliverables.
Managed full-cycle accounting operations for an Irish automotive group, combining hands-on financial reporting with data-driven analysis using Excel and Pentana. • Managed daily accounting operations including bank reconciliations, credit card settlements, and account closures using Excel and Pentana, ensuring accurate records and on-time month-end closes. • Automated the accounts receivable process using Pentana software, improving collections efficiency by 12% and reducing manual follow-up on overdue balances. • Built Excel dashboards and PowerPoint performance summaries tracking cash flow and AR aging metrics, used by Operations managers for collections prioritization and financial decision-making. • Maintained fixed asset registers covering acquisitions, disposals, and depreciation to support audit readiness and financial reporting accuracy. • Conducted ad hoc financial data analysis on debtors, creditors, and vehicle inventories to support operational and cash flow decisions.
Managed financial operations and data reporting for a Dublin-based non-profit, introducing automation and structured reporting where none previously existed. • Migrated manual donation processing (cash, cheque, online receipts) into a centralized Excel ledger, reducing reconciliation time by 40% and ensuring accurate banking of €50k+ per month. • Designed an automated Excel dashboard pulling data from TAS Books and scheduling software, improving HSE reporting accuracy by 30% and saving four hours of manual work weekly. • Implemented a donor-and-meal tracking solution in Excel with SQL-powered data validation, providing board-level visibility into €75k monthly contributions and meal service delivery metrics. • Managed end-to-end payroll on Thesaurus: staff hours entry, pay runs, balance reconciliation, TAS Books journals, and statutory return submissions.
Short-term contract covering accounts payable and receivable functions during a period of operational transition. • Managed weekly bank reconciliations and Sage 50 ledger updates, resolving discrepancies within 24 hours and maintaining 100% accuracy in cash and credit-card postings. • Revamped invoicing and payment-chase processes with standardized reminder schedules, reducing overdue balances by 25%. • Introduced a two-step cross-check for purchase orders vs. invoice details, eliminating duplicate payments and reducing data-entry errors by 30%.
Managed a portfolio of 400+ SME clients across full-cycle accounting, financial reporting, and team leadership at a London-based accountancy firm with a £3M annual turnover. • Oversaw full-cycle management accounts for a £3M turnover portfolio, consistently closing books within five days monthly via streamlined accruals, prepayments, and VAT submissions to HMRC. • Analyzed performance trends across 400+ SME client accounts using Excel dashboards and predictive models, identifying upsell opportunities that generated £1.2M in new revenue and improved client retention by 25%. • Automated recurring financial reporting with Excel VBA and Power Query, cutting report preparation time by 35% and freeing senior accountants for strategic advisory work. • Built a real-time reconciliation toolkit in Excel that flagged intercompany transaction anomalies, reducing manual investigation hours by 40% and strengthening compliance controls. • Supervised and mentored three junior accountants using process checklists and peer-review routines, improving report accuracy and accelerating month-end close cycles. • Managed weekly, monthly, and annual bank reconciliations across Sage 50, Sage One, and Excel, reducing month-end adjustments by 20%.