Vice President — Data & BI
May 2024 — PresentBNY
- Lead a team of 5 analysts delivering enterprise Power BI solutions, curated analytical datasets, reporting automation, and AI-enabled analytics across finance and operations.
- Own the design and delivery of enterprise Power BI solutions for finance analytics, including executive dashboards, variance analysis, self-service reporting, and curated datasets.
- Build scalable Power BI semantic models with star-schema design, governed DAX measures, calculation groups, RLS, reusable metric definitions, and optimized refresh patterns.
- Create curated analytical datasets on Snowflake and Vertica to support expense, headcount, and operational reporting across finance leadership use cases.
- Convert complex stakeholder requirements into structured BI products, covering data model design, KPI logic, report UX, drill-down flows, and performance requirements.
- Improve report performance and model reliability through DAX optimization, relationship redesign, aggregation logic, query tuning, and refresh strategy improvements.
- Combine data from Snowflake, Vertica, Impala, Oracle, and Excel inputs into unified reporting models with standardized business rules and governed definitions.
- Apply AI-assisted analytics using Microsoft Fabric, Power BI Copilot, and internal LLM tools to support natural-language exploration, variance commentary, and insight generation.
- Built RAG-based GenAI solutions on an internal LLM platform to explain expense variance and headcount movements using structured prompts and business-context retrieval.
- Automated recurring reporting and data preparation workflows, improving reporting consistency, refresh reliability, and reducing manual effort across finance reporting processes.
Snowflake · Power BI · Microsoft Fabric · Copilot · Vertica · Impala · Oracle · LLM / RAG
