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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.

⭐ 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

Most businesses don't have a numbers problem, they have a decision problem. The data exists, but leadership cannot always trust it enough to act on it. I help fix that. I specialize in DTC, ecommerce, CPG, retail and founder-led businesses where financial data is fragmented across Shopify, Amazon, Faire, Stripe, PayPal, PayArc, Funnelish, Wise, Mercury, Airwallex, QBO and Xero. My work starts with controller-level cleanup: making the numbers reliable, then building the reporting system that turns them into decisions. Recent work includes rebuilding the financial reporting layer for an eight-figure multi-channel DTC health brand, reconciling revenue across payment processors and banks, correcting channel mapping issues, resolving prior-period entries affecting current-period reporting, and establishing a cleaner monthly close cadence with founder-facing reporting. I also built a channel P&L and retail ramp model for a CPG brand expanding into retail covering DTC, retail, wholesale and hospitality, with SKU-level COGS, unit economics, store-ramp economics, and KPI reporting connecting marketing spend to margin outcomes. Recent projects: ◆ Multi-channel DTC health brand Reconciled Shopify, Amazon, payment processor and bank activity into a cleaner monthly reporting process. Corrected channel mapping issues in QBO, resolved prior-period entries affecting current-period results, improved the monthly close/reporting cadence. and built founder facing P&L/KPI reporting with source-confidence notes. ◆ CPG brand expanding into retail Served as the financial thought partner to the founder on channel strategy and growth decisions. Built a commercial decision model covering DTC, retail, wholesale and hospitality, including SKU-level COGS, channel contribution margin, retail ramp modelling, store velocity assumptions, and distributor/retailer economics. Delivered scenario analysis supporting pricing, channel prioritization, and retail expansion sequencing. KPI reporting framework built for ongoing leadership planning. ◆ International luxury services brand Built management reporting structure, monthly close process and financial visibility framework in Xero. Engagement included multi-currency reconciliation and FX treatment across international client transactions. ◆ Multi-year ERP data analysis Identified approximately $500K of cost-saving opportunities across vendors, staffing and operational inefficiencies, delivered as an actionable recommendations report for leadership. Background: Kellogg School of Management MBA | U.S. CPA Candidate | 13+ years Finance, Operations & Systems | Former Director with $18M P&L responsibility. Core Services: • Fractional CFO & Financial Controller support for DTC, CPG, retail and founder-led businesses • Multi-channel P&L by channel, market and SKU - gross margin, contribution margin, COGS and landed cost • Strategic financial modeling for channel expansion, pricing scenarios, retail rollout, GTM planning and fundraising decisions • 13-week cash flow forecasting, cash runway management and founder reporting • Shopify, Amazon, Stripe, PayPal reconciliation with QuickBooks Online / Xero cleanup and reporting • DTC KPI reporting:- MER, ROAS, CAC, LTV, AOV, return rate, Meta, Google and Triple Whale

I help companies bring clarity to complex products and operations, translating fragmented processes and vague requirements into structured, developer-ready documentation and reliable delivery. With 7+ years of experience across fintech, climate finance and B2B SaaS, I specialize in complex operational environments where systems, processes and stakeholder needs must be translated into practical, scalable solutions. My work spans product strategy, business analysis, requirements gathering and cross-functional delivery, helping teams move from ambiguity to execution. Whether I'm defining an MVP, documenting business requirements, mapping operational workflows or shaping a product roadmap, my focus is always the same: creating clarity, reducing complexity and delivering outcomes that align with business goals. How I can help: - Product Strategy & Discovery: Define product vision, validate opportunities, prioritize features and translate customer needs into actionable roadmaps. - Business Analysis & Requirements: Gather stakeholder requirements, document business rules, write functional specifications, user stories, acceptance criteria, PRDs and developer-ready documentation that translate stakeholder needs into work packages external teams can build against with confidence. - Workflow & Process Design (CRM / ERP / Operations): Analyze and optimize operational processes, map current-state and future-state processes through stakeholder interviews, produce structured BPMN documentation and SOPs and identify gaps, bottlenecks and automation opportunities grounded in real operational data. - Product Delivery: Own agile delivery across distributed teams, structure roadmaps and backlogs, coordinate cross-functional stakeholders, and keep complex builds on track from kickoff to release. Experience highlights: - Led requirements and process documentation for a financial media company's ERP migration, producing 9 BPMN 2.0 diagrams across 5 process areas - Owned product and delivery across multi-country fintech and energy platforms - Built and structured products from early-stage MVP to scalable systems - Improved repayment performance by optimizing payment and collection workflows across markets - Facilitated collaboration between business stakeholders, designers and engineering teams to deliver complex digital products - Language: Native French & Fluent English Based in Montreal, working remotely with global teams. Available for project-based or fractional engagements.

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!

Top Rated Economist | Data Analyst | Statistician | Quantitative & Qualitative Researcher | Survey Analyst | Statistician Econometrician | Research Analyst | Survey Specialist | Visualization Expert ✅ Lead Analyst @Suncor Energy. Previously, a Business Analyst @NNPC & @Pan Allen Energy ✅ A Consulting Researcher @Statisda with high level research experience -000's of offers closed ✅ Able to Gather and transform data into publication-ready insight for Businesses & Researchers ✅ Econometrics| Time-series |Panel data |Cross-sectional |Non-parametric |ANOVA | Regression ✅ Adapt to any writing & formatting style; MLA, Harvard, APA, Chicago, IEEE ✅ Tools: SPSS | Stata | EViews |R | Python | Power BI | Tableau | Excel ✅ 100% original, Copyscape-verified work with unlimited revisions ✅ Professional dashboards, reports, visualizations & clear storytelling My Services: Thesis, Dissertation & Research Editing, Proofreading & Guide ⭐ Areas of focus; social sciences; Business, Finance, Economics etc ⭐ Data Collection, Literature reviews, case studies, whitepaper guide ⭐ Assistance on In-depth literature review using peer-reviewed journals ⭐ Guide to Perfect formatting in APA, MLA, Chicago, Harvard or IEEE ⭐ Insight on SEO-optimized where needed, while keeping full scholarly rigor ⭐ Professional structure with tables, figures & references Time Series Analysis ⭐ Unit root testing/ Stationarity ⭐ Cointegration analysis ⭐ Long Run Regression ⭐ Auto-Regressive Distributive Lag ⭐ Error Correction Model ⭐ Vector Error Correction Model ⭐ Simultaneous Equation ⭐ Vector Auto-Regressive model ⭐ Generalized Method of Moment ⭐ 2 Stage Least Squares ⭐ Volatility Analysis ⭐ Instrumental Variables ⭐ GARCH Modelling ⭐ ARCH Modelling ⭐ Variance Decomposition ⭐ Impulse Response Model ⭐ Volatility Check ⭐ Auto Correlation ⭐ Walds Test ⭐ And a lot more Panel Analysis ⭐ Panel Unit Root ⭐ Panel Cointegration ⭐ Fixed Effects OLS ⭐ Pool Ordinary Least Square ⭐ Random Effects ⭐ Random Walk ⭐ Fully Modified OLS ⭐ Canonical Regression ⭐ Graphical Presentation ⭐ Online Consultation ⭐ And a lot more Cross Sectional Analysis ⭐ Binary Models: Tobit ⭐ Probit Model ⭐ Logit Model ⭐ Multinomial Analysis ⭐ Factorial Analysis ⭐ Linear Regression ⭐ Correlation ⭐ Delphi Method of Estimation ⭐ Multivariate analyses ⭐ Simultaneous equations ⭐ And a lot more Non Parametric Analysis ⭐ Kruskal-walis Test ⭐ Mann-Whitney Test ⭐ Friedman Test ⭐ Chi-square ⭐ Kappa Measure of Agreement ⭐ Wilcoxon Signed-rank Test ⭐ And a lot more Group Comparison ⭐ T-Tests ⭐ Effect Size ⭐ One Way ANOVA ⭐ Two Way ANOVA ⭐ Multivariate Analysis of Variance ⭐ Analysis of Covariance ⭐ Generalized Linear Models ⭐ And a lot more Survey & Questionnaire ⭐ Questionnaire Design ⭐ Survey Design ⭐ Survey Analysis ⭐ And a lot more Preliminary & Descriptive Analysis ⭐ Massaging and Cleaning ⭐ Data Visualization Graphs & Tables ⭐ Development of Scale ⭐ Cronbach’s Alpha Coefficient ⭐ Mean, Frequency ⭐ Proportions, Charts, Graphs ⭐ Assessing Normality ⭐ Trend Analysis ⭐ Sampling Distributions ⭐ PowerPoint Presentations for Statistical Results ⭐ And a lot more Interactive Dashboard & Visualization ⭐ Visualize sales performance, ⭐ Performance tracking ⭐ Track project progress ⭐ Analyze market trend ⭐ Powerful insights. Tools ⭐ Microsoft Office Programs ⭐ Proficient with Python Programming language ⭐ Online survey distribution programs; Qualtrics, Survey Monkey, Google Survey ⭐ Econometrics; SPSS, STATA, EVIEWS, MAT-LAB, TABLEAU, RStudio etc