Apr 2022 – Mar 2025 · 2 yrs 11 mos · Chicago, Illinois, United States

• Led the implementation of a business intelligence strategy at Epsilon to empower end users through streamlined visualization solutions for digital marketing campaigns:
• Spearheaded a task force to analyze user groups' visualization of operational activities, identifying emerging trends for effective communication.
• Collaborated on developing diagnostic tools to optimize report performance and decrease troubleshooting time.
• Served as a reporting subject matter expert for one of Epsilon's largest Retail Media products
• Unified, simplified, and democratized visualization solutions for digital marketing campaigns - including campaign measurement for Personalization, Retention, CPG, Verified Purchase Optimization, Acquisition, and Media Management

Jun 2021 – Apr 2022 · 10 mos · New York, New York, United States

• Led the business intelligence & analytics strategy for a high-profile private equity firm, optimizing processes for alternative asset classes and spearheading a self-service process for a $4 million portfolio:
• Identified allocation anomalies at a granular level, using Tableau to organize asset classes and establish variance metrics
• Developed automated solutions to enhance centralized reporting and client relationships - Established a single source of truth for identifying global organizational vendor proficiency
• Automated manual PMO tracking system using Power BI, which increased operational efficiency, and identified opportunities to enhance project delivery and collaboration with stakeholders

Mar 2021 – Jun 2021 · 3 mos · New York, New York, United States

Oct 2020 – Mar 2021 · 5 mos · Chicago, Illinois, United States · Remote

• Led the global Power BI solutions initiative at Cision, transforming FP&A data into dynamic visualizations:
• Communicated actionable insights to leaders and stakeholders, driving strategic decision-making
• Streamlined ambiguous data to spotlight key financial performance drivers and inform strategy decisions

Aug 2013 – Jan 2020 · 6 yrs 5 mos

• _ Conceptualized, designed dashboards, allowing stakeholders greater visibility into branch health
• _ Automated visualizations, led to operational efficiency, 40% error reduction, $1MM cost avoidance
• _ Spearheaded PowerBI visualization tools, adding value to strategic roadmaps, financial planning
• _ Effectively communicated actionable data insights to senior leadership
• _ Informed strategy as it relates to KPIs and key business drivers
• _ Conceptualized, managed and owned 3-year physical channels investment plan, which became foundational for senior leaders, spanning multiple lines of business

Sep 2009 – Jul 2013 · 3 yrs 10 mos

• _ Demonstrated strong leadership by identifying high potential analysts and developers
• _ Streamlined/automated reporting process and metrics for commercial portfolios worth $5.8bn
• _ Developed comprehensive dashboard & incentive compensation scorecards, allowing relationship managers to monitor performance for 2,500 loans, aggregate balance - $183mm
• _ Fashioned dashboard for 15 business segments to gauge operational risk against tolerance limits

Mar 2008 – Sep 2009 · 1 yr 6 mos · Greater Chicago Area

• _ Applied leadership and problem-solving skills to maintain team efficiency and organize workflows
• _ Played key role in saving over $1 million/year, through proactive reporting insights
• _ Utilized predictive analytics to track customer trends by market, improving cash flow accuracy

Mar 2005 – Mar 2008 · 3 yrs · Greater Chicago Area

• _ Managed complex reporting and analysis process for $2.0bn Small Business Portfolio
• _ Performed statistical analysis on credit quality trends, published results to senior executives