Principal Analytics Leader with 12+ years of experience delivering enterprise data strategy, business intelligence solutions, and executive decision support within financial services. Expert in Power BI, Tableau, and SQL, with a track record of building scalable analytics frameworks, improving reporting efficiency, and driving executive decision-making across Finance, Risk, Compliance, and Operations.
300+ Executive Dashboards12+ Years Financial ServicesUp to 80% Efficiency GainsTableau Ambassador1st Place — Battle of the Banks 2020200+ Users Trained
Experience
Professional Journey
2023 — Present
Principal / Senior Lead Analytics Consultant
Charlotte, NC
Lead high-visibility analytics initiatives supporting enterprise Finance and Risk decision-making
Designed and delivered 25+ executive dashboards used by senior leadership to monitor strategic initiatives and operational performance
Partnered with Finance, Risk, and Operations leaders to define KPI strategy and reporting standards across business units
Automated data pipelines and reporting processes, reducing manual effort by 60%
Recognized as Power BI and Tableau SME — providing architecture guidance and design standards across Finance
Established BI design standards, governance, and visualization best practices adopted across multiple teams
100+ users across multiple business units enabled through enterprise self-service reporting
Mentored and coached analysts, improving development quality and delivery speed
2021 — 2023
Lead Solution Engineer
Remote
Supported enterprise opportunities across top-tier financial institutions via technical strategy, discovery, and solution design
Led executive discovery workshops to align analytics solutions with client business strategy
Developed advanced product demonstrations and interactive dashboards for large banking and wealth management clients
Built Proof-of-Concept solutions that accelerated enterprise BI adoption
Partnered with C-level stakeholders during technical strategy and roadmap discussions
Provided technical leadership on data architecture, governance, and visualization strategy
2019 — 2021
Senior Software Engineer
Charlotte, NC
Enterprise BI development and reporting solutions across finance and operations functions
Built and maintained production Tableau and SQL-based reporting pipelines
Collaborated with business stakeholders to translate requirements into scalable analytics solutions
2018 — 2019
Risk Analysis Specialist II (VP)
Charlotte, NC
Responsible for the production of Home Loan Credit Risk performance reports for senior management
Translated business requirements into semi-automated reports and dashboards
Performed complex data aggregation and data validation
Developed and maintained process and procedure documentation (Desktop Procedures, QA/QC, Metadata)
Recognized as Tableau subject matter expert; provided numerous training sessions for users of all skill levels
2017 — 2018
Compliance Consultant
Charlotte, NC
Developed Tableau dashboards for Wells Fargo Compliance that mapped federal banking regulations to issues, standards, and procedures
Created complex formulas and calculations to automate monthly reporting
Defined best practices for Tableau report development using data in SHRP
Fine-tuned SQL queries for maximum efficiency and performance
Created technical documentation, training materials, and provided support for Tableau users
2014 — 2017
Senior Analyst
Charlotte, NC
Transformed large volumes of complex data into engaging visualizations and dashboards that helped portfolio managers focus on high-profit customers
Dashboards led to a 60% overall increase in reporting efficiency
Developed innovative tools and processes for business projects and initiatives
Translated business requirements into functioning Tableau applications and reports
Assisted with special projects, data maintenance, and other day-to-day analytical tasks
2010 — 2014
Risk Management Analyst II (VP)
Charlotte, NC
Responsible for transformation of data into information that enabled better risk management
Designed and built business productivity tools and proof of concepts that helped lead to larger-scale technology development efforts
Translated business requirements into functioning applications and reports
Performed complex data aggregation and data validation
Coordinated the production of performance reports for senior management
Provided analytical support on various projects
2006 — 2010
Market Surveillance Monitoring Analyst (AVP)
Charlotte, NC
Responsible for conducting surveillance against corporate Associate Investment Policies
Developed complex VBA macros to automate key functions, reducing time spent manipulating large amounts of data
Implemented processes that redefined the way Compliance managed risk
Coordinated the production of performance reports for senior management
Designed and coded multiple Microsoft Access databases for compliance and administrative tasks
2004 — 2006
Product Detail Support Analyst
Charlotte, NC
Provided operational support to the Front Office, Middle Office, Settlement & Syndicate Operations department
Created and maintained product & security data in multiple back-office systems
Performed special research and played a key role in system enhancements and database conversions
2003 — 2004
Compliance Specialist
M&T BANK
Buffalo, NY
Ensured mutual fund applications, annuity contracts, and services complied with state and federal laws, rules, and internal standards
Conducted suitability review of both mutual fund and annuity trades
Communicated regulatory changes and important issues to various business units
Education
B.A. in Communications
Buffalo State College
2001
A.A.S. in Marketing
Hudson Valley Community College
1997
Core Skills
BI Platforms
Power BITableauTableau Server / CloudPower BI ServiceMicrosoft FabricTableau Prep