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Sr. Financial/ Data Analyst/ Power Bi/ Tableau Developer Resume

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Washington, DC

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SUMMARY:

  • Strategic financial and data analyst professional with more than 5 years of success in financial reporting, analysis, budgeting, forecasting, and project management with an MBA degree. Financial and data analyst who has experience working with the most current technologies (Tableau, POWER BI, Cognos, TM1, Sharepoint, Salesforce, Excel).
  • Expert in generating on - demand and scheduled reports for business analysis or management decision using Tableau and POWER BI. Periodic reporting is done on a daily, weekly, monthly and quarterly basis.
  • Strong analytical skills; support operations through analysis of key performance indicators and trends.
  • Created various types of charts such as Heat Maps, Geocoding, Symbol Maps, Pie Charts, Bar Charts, Tree Maps, Gantts, Circle Views, Line Charts, Area Charts, Scatter Plots, Bullet Graphs and Histograms in Table Desktop, Power BI and Excel to provide better data visualization.
  • Solid knowledge of Power BI and Tableau Desktop report performance optimization.
  • Created Excel reports, Dashboards & Performing Data validation activity using VLOOKUP, HLOOKUP, Macros, formulas, index match, Slicer with (Pivot table, Get Pivot Data, Dashboards), Power View, Power Map and Heat Map.
  • Expert on maintaining and managing Microsoft Power BI and Tableau reports, dashboards and publishing to the end users for Executive level Business Decision.
  • Experienced in managing users, groups, sites, permissions and roles on Tableau server.
  • Superior multi-language communication skills (French, Amharic) - market analysis on product design and segmentation.
  • Thrives in high-pressure environments, budget forecasting, management and strong team player skills.

PROFESSIONAL EXPERIENCE:

Sr. Financial/ Data Analyst/ Power BI/ Tableau Developer

Confidential , Washington, DC

  • Involved in creating different reports based on the business request and ad hoc requirements using Tableau, Power BI desktop. Prepare financial deliverables (quarterly, accrual and budgetary reports) for funding agencies; as well as proof of concept, and solution mockups.
  • Create Dashboards and visualization of different types for analysis, monitoring, management and better understanding of the business performance metrics.
  • Created Dashboards Scorecards, views, pivot tables, charts, for further data analysis.
  • Define and communicate project scope, milestones/deliverables and projected requirements from clients.
  • Generate and distribute sales performance reports from Salesforce CRM system for our weekly and monthly business development meetings. Create solution driven dashboards by developing different charts types including cross tab's, Heat/Geo/tree maps, pie/bar charts/circle views/Lines/Area charts, Scatter plots, bullet Graphs and Histograms in Tableau and Power BI Desktop. Create reports and visualizations to users in Tableau and Power BI by connecting to various data sources (MS SQL Server, Oracle, MS Excel, CSV….). Create Relationships, actions, data blending, filters, parameters, hierarchies, calculated fields, sorting, groupings, live connections, and in-memory in both Tableau and Excel. Responsible for interaction with business stakeholders, gathering requirements and managing the delivery. Prepare and submit quarterly the Federal Financial Report SF 425 for federal grants. Develop and build relationships with key vendors and measured supplier’s performance using data based on cost, quality and service level metrics that are consistent with client requirements and company procurement policies & practices. Assess cost and pricing to support competitive source selections, sole source procurements, and performance reporting. Use TM1 to update Excel spreadsheets to pull monthly costs and revenues from Cognos and Costpoint.
  • Lead pricing meetings with project managers to price out projects, determine incentive budgets, revenue sharing among teams and overall profit margins. Update high level divisional directors quarterly with forecasts and revenue for all managed projects.

Sr. Financial/ Data Analyst/ Power BI/ Tableau Developer

Confidential, Washington DC

Designed, developed and tested various Power BI and Tableau v isualizations for dashboard and ad-hoc reporting solutions by connecting from different data sources and databases. Managed annual budgeting and monthly forecasting processes, identifying risks and opportunities and ensuring alignment with the Credit union’s long-term strategies. Conducted meetings with business stakeholders, clients and director level members for requirement gatherings including annual plans and budgets, trend and forecasting models. Used and created various visualizations in reports such as scatter plot, box plot, Sankey chart, bar graphs, Gantt chars, trend lines, waterfall charts, statistical models, heat maps, geo-maps allowing end users to utilize full functionality of the dashboard. As a Power BI and Tableau SME, I was responsible for the design, development and production support of interactive data visualizations used across the organization. Expert in data preparation with experience in blending multiple data connections and creating multiple joins across same and various data sources . Built quarterly and monthly financial analysis and performance reports using Tableau Desktop and Power BI desktop to provide value-added insight to regional directors. Managed Power BI Portal - Data refreshes / User management and set up gateway data refresh. Built financial models using TM1 to accurately develop volume and net sales forecasts, measure performance against targets, identifying risks and opportunities to publish forecasts. Effectively managed project scope from a functional, schedule and financial perspective using relevant change management processes. Financial/ Data Analyst/ Tableau Developer Ascensus, Atlanta, GA Created Dashboards Scorecards, views, pivot tables, charts, for further data analysis. Created ad-hoc reports to users in Tableau Desktop by connecting various data sources, multiple views and associated reports. Created developing dashboards and reporting visualization. Expert on creating multiple kind of Report in Tableau and presenting it using Story Points. Worked as the main liaison between vendors, project sponsors and the project team. Managed and processed accounts receivable, accounts payable entry and payments, balance sheet reconciliations and all financial transactions in QuickBooks Enterprise. Provided an advance Tableau training to team members. Analyzed SAP transactions to construct functional spreadsheets to meet real-time reporting needs. * Accurately forecasted resources, costs and time for the duration of multiple projects. Financial/ Data Analyst SunTrust Bank, Washington DC Gathered data, assessed competition, market trends and consumers’ need to develop and implement new business strategies that best suited and reflected the local market. Conducted quantitative analysis of financial data to forecast revenue, identify future trends, and assess risk associated with capital expenditures, acquisitions, and joint-venture projects. Compiled and reviewed complex data to assess multimillion-dollar accounts and business units. Developed comprehensive reports, abstracts, and charts to present data and guide investment strategies Developed persuasive sales techniques to upsell services for clients to apply for additional banking services. Built company and personal financial models and profiles; including key financial performance metrics such as: Cash Flow Analyses, Variance Analyses, Debt to Income Ratios, etc. Financial/ Data Analyst Ace Marketing, Washington DC Worked closely with Program Management to ensure financial performance on projects including: cost analysis, estimates to completions (ETC), budgetary limits and trend analysis. Used proprietary accounting software to standardize private companies' as well as confidential financial statements to comply with GAAP guidelines. Coordinated the collection and analysis of multi-year business-line projections to determine the organization’s annual operating plan. Created monthly and annual financial statement for a portfolio totaling over $65-million while maximizing NOI and diminishing consistent portfolio risk. Collected large financial data sets in Microsoft Excel and Access and created reporting for senior management.

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