Washington DC-Baltimore Area
Senior Analytics Engineer with over 13 years of experience working with large data sets in multiple industries. Experience using database management software (e.g. Databricks, SQL Server Management Studio, etc.) and spreadsheet tools (e.g. Microsoft Excel) to evaluate business issues and constraints, implement business solutions, and develop sustainable automated reporting. Comfortable working in a fast-paced environment requiring independent research, managing of multiple projects concurrently, and providing effective communication of analysis to team members, senior management, and external customers.
Responsible for the management of GTM databases, Tableau data source/workbook development and maintenance, SOX compliance reporting, Bookings results input to incentive systems, and more. • Co-lead two data migrations and re-architecture of GTM databases helping to save over $100k in annual expenses while reducing full refresh cycles from over 6 hours to under 15 minutes • Achieved a 99.5 % error free run rate for scheduled object refreshes on over 200 daily data source refreshes • Rebuilt, restored, and automated an undocumented refresh process for over 30 manually managed tables in a key sales planning database, saving over 200 hours of manual data cleaning per refresh cycle • Developed over 30 Tableau data sources for workbook developers to use for self service reporting
Responsibilities included incentive plan design, management and development of incentive reporting/automation, monthly incentive accruals, reporting dashboard updates, and ad hoc analysis. • Produced a customer profitability model incorporating account level revenue, expense, and profitability estimations based on a holistic analysis of customer revenue and expenses across the company • Developed Service Center incentive transition plan from Scottrade to TD Ameritrade • Key team member tasked with overhauling incentive plans for compliance with the U.S. D.O.L.’s Fiduciary rule • Mentored junior analysts, shared technical and business knowledge
Responsibilities included management of seven incentive reporting scripts, incentive reporting automation, monthly incentive accrual estimates, incentive reporting, and ad hoc analysis. • Managed reporting for seven incentive plans • Developed T-SQL query to reduce asset gathering weekly report development time by over 90% • Developed opportunity flag report to identify potentially fraudulent incentive activity • Developed the Client Negotiations offer excel tool to estimate client profitability for potential negotiated rates based on client credit interest, margin interest, and trading history • Created incentive plan accrual documentation and monthly accrual document for ≈$8 million in quarterly incentive expense accruals • Optimized branch asset gathering report macro, reducing macro runtime from 14 hours to 20 minutes • Developed and launched "Branch and Home Asset Gathering Dashboards" providing daily associate, branch, and management level asset gathering production reporting • Partnered with Active Trader Senior Management to design Active Trader Incentive Plan • Created VBA macro automating exception review process
Responsibilities included management of six incentive reporting scripts, incentive reporting automation, incentive reporting, and ad hoc analysis. • Managed reporting for six incentive plans • Created incentive accrual methodology for the monthly expense accruals of six incentive plans • Developed Access database and consolidated two Oracle Business Intelligence queries to reduce asset gathering incentive weekly report development time by 75% • Developed asset gathering dashboard prototypes, which produced associate’s personal and branch level asset gathering production daily via Oracle Business Intelligence dashboards • Developed SQL logic which populated a new enterprise data warehouse table for branch incentive plan data
• Identified optimal beer portfolio allocations as the lead analyst for the "My Balanced Portfolio Approach" project • Created the National Beer Category guidelines for grocery, convenience, and drug store channels • Produced a model for product margins based on channel type and portfolio allocation • Identified top performing point of sale locations by conducting a quartile distribution analysis of point of sale beer category revenue • Identified key performance metrics for top performing point of sales locations • Modeled potential profit based on optimal beer portfolio allocation
• Validated source data, queries, views, and calculations of T-SQL script in the Vendor Negotiation Tool • Documented the T-SQL logic for all calculations in the Vendor Negotiation Tool build process • Diagrammed the vendor negotiation tool’s underlying database using Microsoft Visio
• Managed FIAT Europe market reporting on backorders, past due orders & order issues • Managed KPI reporting on FIAT top 15 backorder value parts & past due orders • Managed the FIAT Europe customer service mailbox & associated responsibilities • Initiated department database reporting processes, saving a minimum of 40 man hours per week through automation using Microsoft Access • Created supply chain order tracking database to provide complete European market order visibility using Microsoft Access • Created reporting database which reduced manual analysis time for past due order reporting by over 95%