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I am a results-driven Business Analyst and QA Quality Assurance Specialist with extensive experience in delivering end-to-end solutions and SaaS implementations across Banking, Salesforce CRM, and HR systems (Employee & Labor Relations). With expertise in Agile and Waterfall methodologies, I bridge the gap between business requirements and technical implementation, ensuring both functionality and quality at every stage of the software development lifecycle. I have led Agile story grooming, backlog refinement, and stakeholder collaboration, working with cross-functional teams to clarify requirements and prioritize user stories—resulting in a 30% reduction in delivery times and improved workflow visibility. I have used JIRA and Confluence to manage sprint progress, streamline documentation, and secure timely business sign-offs. On the testing side, I bring expertise in Functional, UI, Regression, Smoke, and UAT testing with hands-on experience in banking applications, Salesforce CRM workflows, and HR systems (Employee Relations). My background includes API testing (Postman), cross-browser and mobile testing (iOS/Android), and test management using JIRA, Azure DevOps, and BrowserStack. Key Skills & Domains: • Requirements Gathering, BRD, FRD, User Stories, Acceptance Criteria. • Test Case Design, Execution & Traceability. • Cross-browser & Mobile App Testing (BrowserStack). • Agile & Waterfall Methodologies. • API Testing with Postman. • JIRA, Confluence, Azure DevOps, Trello. Whether you need end-to-end requirement analysis or thorough testing, I bring domain knowledge and a results-oriented approach to ensure business-ready and high-quality solutions.

🔷 PROFILE SUMMARY Most businesses don’t have a numbers problem, they have a decision problem. The data exists, but leadership doesn’t fully trust it to make confident decisions. I build financial decision systems that fix that gap and show where money is made, lost, and where to act next. 🔷 WHAT MAKES ME DIFFERENT • Former P&L owner for an $18M services business (300+ team) • Kellogg MBA + US CPA candidate • Founder of Finesse Technologies:- a fractional CFO and financial consulting practice serving founder-led businesses and SMBs across North America • 10+ years working with ERP, payroll, and operational data. • I build decision-ready financial outputs, not reports that sit in a folder I’m newer to Upwork, but not new to this work. My first engagement here just completed with a 5⭐review, happy to connect you directly with the founder as a reference at the right stage. 🔷 WHO I WORK WITH Founder-led businesses ($2M–$50M revenue) SaaS, services, digital marketing and eCommerce businesses Teams with fragmented financial data needing consolidation and reporting 🔷 RECENT PROJECTS • Multi-channel P&L & margin system - specialty food brand (Retail + Luxury hospitality) Product-level COGS analysis and channel contribution model now used in leadership planning meetings. • DTC / eCommerce financial analysis - SKU-level margin visibility Identified underperforming products driving cash burn, reoriented pricing strategy by contribution margin per channel. • 13-week cash flow & runway model - founder at growth inflection point gave leadership line-of-sight on liquidity. Informed a hiring decision worth $200K annually. • 3-statement financial model + fundraising materials - growth-stage business. Used directly in investor conversations. • $500K cost savings identified - multi-year ERP data analysis Across vendors, staffing, and operational inefficiencies. 🔷 SERVICES Cash flow forecasting, budgeting, and FP&A Financial modeling (3-statement, SaaS, scenario analysis) KPI dashboards and management reporting D2C / eCommerce financial analysis (LTV, CAC, margins) Fractional CFO support 🔷 CLOSING If your numbers don’t fully explain where to scale, what to fix, or what to stop, that’s where I can help. Let's talk ! Global | US, Canada, and APAC time zone friendly

⭐ Top 1% Rated on Upwork 📑 Senior Business Intelligence Architect | ERP & Revenue Reporting Specialist 📊 Data Analysis & Visualization | Power BI, Tableau, Looker BI Platform Specialist 💼 13+ Years of Experience Building Executive Dashboards, Forecasting Systems & Reconciled BI Models 🎯 MY OBJECTIVE My goal is to help organizations achieve digital maturity in data analysis and reporting by implementing a robust BI and Data Architecture that delivers actionable insights and measurable business impact. 🔥 Replace manual reports with automated executive dashboards 🔥 Build a centralized KPI reporting system 🔥 Improve revenue forecasting visibility 🔥 Integrate multiple business systems into a single reporting environment 🔥 Implement scalable Power BI, Tableau, or Looker BI architecture I help organizations transform fragmented ERP, CRM, financial, and marketing data into reconciled, executive-ready dashboards and fully automated reporting systems using Power BI, Tableau, and Looker. I would be glad to collaborate with you to design a reporting system that enables confident, data-driven decision-making. Whether you want to evaluate marketing performance, operational efficiency, sales pipeline visibility, or revenue analytics performance, I am here to help get started. 📑 CORE EXPERTISE As a Business Intelligence Architect and Data Analytics Consultant, I focus on designing reliable reporting infrastructures that support executive decision-making and operational clarity. ➕ Centralizing business reporting across ERP, CRM, marketing, and financial systems ➕ Designing scalable BI architectures using Star Schema and semantic layer modeling ➕ Implementing finance-grade reconciliation frameworks for accurate reporting ➕ Building KPI governance models and metric dictionaries ➕ Delivering executive dashboards with forecasting and performance monitoring logic ➕ Developing automated reporting systems that replace manual spreadsheets I help organizations establish a single source of truth where leadership teams can trust the data used to guide strategic decisions. 📊 BUSINESS DATA ANALYSIS My work focuses on building advanced analytics frameworks that enable organizations to track performance, forecast revenue, and monitor operational efficiency. Examples of analytical systems I develop include: ➕ Revenue and sales forecasting models ➕ Financial performance analysis (EBIT, GP%, margin analysis, budget vs actual) ➕ Sales pipeline and weighted forecast modeling ➕ Bookings vs revenue vs backlog reporting frameworks ➕ Capital allocation and funnel efficiency analysis ➕ KPI monitoring and predictive trend modeling These reporting systems help leadership teams clearly understand the relationship between pipeline activity, revenue genera 📑 BUSINESS INTELLIGENCE & DATA TOOLS Advanced expertise across modern Business Intelligence and analytics platforms that empower businesses to make informed, data-driven decisions. My expertise encompasses a comprehensive range of automated BI and Data Visualization tools, where I possess advanced skills to integrate, automate, and blend multiple data sources. Below is a list of the tools in which I have specialized proficiency, ➕ Power BI (Desktop, Service, Fabric, Advanced DAX Modeling) ➕ Tableau (Desktop, Server, Data Prep) ➕ Looker & LookML (Semantic Modeling) ➕ Looker Studio (data blends and joints) ➕ QlikView / Qlik Sense ➕ Domo, Zoho Analytics, Databox, Klipfolio In each platform, I have honed the ability to integrate, automate, and blend data from multiple sources, providing comprehensive and insightful analytical solutions. 🔗 DATA SOURCE INTEGRATION (70+ Data Platforms) Over the past decade, I have integrated and automated reporting across 70+ data sources spanning ERP systems, CRM platforms, financial software, marketing ecosystems, product analytics tools, and cloud data warehouses. My expertise extends to a robust array of Data Stack and Tools, enabling me to handle diverse datasets and extract meaningful insights effectively. I have worked extensively with systems that include: ➕ NetSuite (SuiteAnalytics Connect, NetSuite2, SuiteQL) ➕ Accounting/ERP platforms Xero, QuickBooks, MYOB, and others ➕ CRM platforms Salesforce, HubSpot, GoHighLevel, MSDynamics CRM, Copper CRM, and custom integrations ➕ Data/Modeling platforms BigQuery, Redshift, Azure Cloud, PostgreSQL ➕ REST APIs, automated data extraction pipelines, and custom SQL-based transformations ➕ Analytics platforms GA4, Adobe Analytics, Mixpanel, Meta Ads, Google Ads, LinkedIn Ads, TikTok Ads, and various attribution platforms My expertise also extends to advanced ETL and data automation tools, including: ➕ Supermetrics & Funnel – for scalable marketing intelligence aggregation ➕ Stitch & Fivetran – for structured data ingestion ➕ dbt labs – for transformation logic and analytics engineering ➕ Power BI Dataflows (including incremental refresh frameworks) ➕ Tableau Prep & custom dataflows, SQL transformations

With an MBA in Finance and over 10 years of professional experience, I have developed expertise in Risk Management, Fraud Investigation, Project Management, Internal Audit, Compliance Testing, Corporate Banking, and Operations. I have successfully led teams and provided strategic direction to achieve organizational objectives. My experience includes proficiency in utilizing various tools and programming languages such as SQL, Big Data Hadoop, Hive, VBA, Tableau, Advanced Excel, and several Business Intelligence (BI) tools. Additionally, I am a certified Trifacta Wrangler professional, having achieved a score of 94% on the certification exam.

I help businesses run more efficiently by streamlining operations, organizing data, and supporting marketing and executive functions. With a background in finance and experience across consulting, technology, and real estate, I deliver practical solutions that save time and improve decision-making. Technical Proficiencies: Excel, Power BI, Tableau, Power Automate, Python, R Studio, SQL, Google Sheets, PowerPoint, VBA (macros), Zapier, Make, SAP, Salesforce What I Can Help With: - Automating reports and building Excel dashboards - Creating visual reports in Power BI or Tableau - Supporting marketing campaigns and business analysis - Coordinating projects and managing timelines, deliverables, and stakeholders - Cleaning datasets and performing cost or financial analysis - Automating workflows with Power Automate, Zapier, or Make - Managing and growing social media accounts - Preparing presentations and documentation - Conducting research for operational, market, or financial insights Whether you need a virtual assistant to handle administrative tasks, someone to analyze performance data, or support coordinating marketing operations, I provide results-focused work tailored to your business needs.

I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Expert Witness for a BC Supreme Court Trial - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!