Finexio
Oct 2018 - June 2021
Data Analyst
- Development and launch of 50-100+ user customer-facing reporting and analytics portal
- Financial modeling and forecasting as due diligence for over $500M in business prospects
- Management and administration of Azure Active Directory, Salesforce, PowerBI Embedded, Heroku, PostgreSQL, Airflow, EC2 and more
- Developed first-ever Postgres ODBC DirectQuery connector for PowerBI
- Engineering through agile methodology with active involvement in sprint grooming, planning, and scoring
- ETL development and integration with Quickbooks Online ERP
- Scope, development, production launch, and support of analytics platform for Series A startup valued at $5M
Data Architect
- Designed and implemented scaling strategy for B2B payments data management during 10X growth period following $5M Series A round
- Led migration to Salesforce CRM and architected primary integration to Heroku Postgres-based databases
- Architected and implemented data engineering from various operational systems to cloud-based data warehouse orchestrated and modeled with dbt
- Managed team of internal and external resources to meet business and executive-directed analytics deliverables