Candidate Highlights :

Experience & Focus: 10+ years of experience driving data-driven decision-making in financial services. Expert in Power BI, SQL, and analytics platforms.

Core Competencies: Enterprise BI Solution Design & Implementation, Financial Services Analytics (Banking Operations, Investment Management, Regulatory Compliance), Data Quality & Governance, and Cross-Functional Leadership.

Technical Stack: Microsoft Power BI (PL-300 certified), IBM Cognos Analytics, SQL (SSMS, DAX, Power Query), Azure DevOps, and Microsoft Dynamics CRM.

Financial Services Leadership (Kearny Bank):

Leads enterprise BI strategy and execution, supporting 50+ users across retail banking, investment services, and executive teams.

Spearheaded a critical CRM-to-BI migration, transitioning from legacy Microsoft Dynamics CRM 2016 to a comprehensive Power BI application while maintaining 100% business continuity.

Built and deployed 20+ secure, scalable semantic data models with role-based access controls to democratize insights and maintain data governance.

Manages the complete BI solution lifecycle for 100+ Cognos reports through Azure DevOps, ensuring compliance and maintaining 99.5%+ system uptime.

Reduced manual reporting time for the Private Client team by 40% through automated KPI tracking and real-time dashboards.

Improved overall data integrity by an estimated 30% by establishing data quality protocols and conducting regular audits.

Investment Management Experience (Goldman Sachs): Partnered with 25+ VP and Senior VP investment professionals to design and deliver automated reporting solutions, improving operational efficiency for portfolio management teams by 20%. Reduced report generation time by 35%.

Regulatory Compliance: Managed healthcare data transformation and quality assurance, ensuring strict compliance with FDA regulations (21 CFR Part 11) and HIPAA/HITECH standards for patient data protection.