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I build marketing analytics and attribution systems that show exactly which campaigns, channels, and product behaviors drive revenue, so growth teams can scale what works and cut what doesn’t. With 5+ years as a Data Engineer and Analytics Consultant, I partner with marketing, product, RevOps, and executive teams to stitch together ad platforms, analytics tools, CRMs, and product event data into one consistent reporting layer across the full funnel from acquisition to retention. Focus areas Marketing & Attribution Analytics • Tools: GA4, Meta, Google Ads, TikTok, pixels, Meta Conversions API, Google Tag Manager, server-side tracking, BigQuery, Power BI, Looker • Techniques: UTM governance, click-ID stitching, session-to-order joins, multi-touch and last-touch attribution, campaign and creative analysis, custom funnel tracking • Outcome: Clear views of channel contribution, campaign efficiency, and customer acquisition performance Funnel, Pipeline & Conversion Analytics • Tools: GA4, CRM systems (HubSpot, GoHighLevel, PipeDrive, etc.), SQL, dbt, cloud warehouses, BI dashboards • Techniques: Funnel modeling from first touch to revenue, lead-to-opportunity tracking, conversion rate decomposition, cohort-based funnel analysis • Outcome: Visibility into where prospects drop off, what converts, and which segments drive the highest-value revenue Product & Growth Analytics • Tools: Mixpanel, Amplitude, GA4, product event tracking, SQL, dbt, cloud warehouses, BI tools, Segment, RudderStack • Techniques: Activation metrics, retention and cohort analysis, feature usage tracking, lifecycle segmentation, product-to-revenue linkage • Outcome: Clear understanding of how product behavior impacts conversion, expansion, and long-term customer value RevOps & Go-To-Market Performance • Tools: HubSpot, Salesforce, Stripe, SQL, dbt, cloud warehouses, Excel • Techniques: Pipeline modeling, revenue timing logic, forecast vs actuals, customer segmentation by channel and product • Outcome: Unified views of pipeline health, bookings, revenue, churn, and growth efficiency across the go-to-market engine Data Modeling & Metric Layer • Tools: SQL, dbt, star schemas, semantic layers, Excel for validation • Techniques: Dimensional modeling, KPI definitions, metric governance, reconciliation across marketing, product, and revenue data • Outcome: Consistent metrics such as CAC, LTV, payback, activation, retention, and growth efficiency across all dashboards Dashboards & Automation • Tools: Power BI, Tableau, Looker, Python, Airflow, cloud warehouses (AWS, Azure, GCP) • Techniques: Automated pipelines, incremental models, QA checks, self-serve dashboard design for growth teams • Outcome: Decision-ready marketing, funnel, and executive dashboards that replace manual reporting Engagements range from ongoing growth analytics support to attribution builds, funnel and product analytics projects, and full reporting audits, all focused on giving teams a single, trusted view of how marketing and product actually drive revenue.

I help U.S. businesses navigate SMS approval, deliverability, and compliance requirements - reducing the risk of carrier rejections, blocked traffic, and regulatory issues. I specialize in A2P SMS compliance and deliverability, including 10DLC registration, Toll-Free Verification (TFN), and TCPA/CTIA consent audits, as well as diagnosing carrier-level delivery problems. My work focuses on aligning SMS programs with current carrier and regulatory expectations so they can operate and scale responsibly in the U.S. market. If your messages are being rejected, filtered, or delayed - or you’re unsure whether your consent flow and use case will withstand carrier or legal review—I can help assess and correct the underlying issues. What I Do • 10DLC brand & campaign registration (new submissions, rejections, reclassifications) • Toll-Free Verification (TFN) setup and resubmissions • TCPA / CTIA compliance audits (opt-in flows, disclosures, opt-out handling) • SMS deliverability diagnostics (carrier filtering, content flags, throughput limits) • Platform-specific guidance (Infobip, Twilio, GoHighLevel, ClickSend, SimpleTexting) • Compliance-aware SMS automation (webhooks, triggers, rate-limiting, quiet hours)

I am a top-notch Epicor and MS SQL Server consultant with 15 years of Epicor consulting experience and over 100 Epicor implementations. I was one of the original designers, a lead developer of Epicor Enterprise, and a critical techno-functional resource at Epicor for five years. I am an independent specialist working with Epicor clients on complex implementations with automation, customization, integration, and optimization requirements. I have a long track record as an innovative and adaptive consultant, known for my creative, results-oriented implementations and innovative customizations of multiple ERP systems. I commonly deal with fixing work that other, more affordable resources broke or failed to deliver on. My extensive experience with various ERP systems leads me to consistently find significant issues with organizations’ ERP implementation. These findings typically point to recouping revenue at 20% annually. The repeated ability to identify and correct substantial opportunities for savings/growth creates a shift in my customers' view of my services as an investment rather than a cost. I also have in-depth experience with technical and functional aspects of Epicor implementations, including configuring operational and accounting procedures, optimizing user interaction, automating, working around Epicor bugs, and establishing best practices for most modules. I have completed multiple Epicor Manufacturing & Distribution implementations using Epicor Kinetic, E10, and E9. Projects include upgrades from E9 and E10 to Kinetic. I commonly develop BPMs, BAQs, Dashboards, Customizations (UD tables, .Net WCF, Service Connect), Custom Alerts, Stored Procedures, and SSRS Reports. Recent projects: - Implementation of Epicor Kinetic 2022, including UI customization, a 2-way interface between Salesforce and Epicor, and a custom interface of KBmax to Epicor - Upgrade of Epicor from E9 to Kinetic, including UI customization redevelopment in Kinetic, Crystal to SSRS conversion, Service Connect to JitterBit/RestAPI development, and Handheld to Epicor Mobile warehouse - Epicor to Shopify two-way integration (Sales Order creation, Inventory update, Order status update) - Salesforce 2-way integration to Epicor using RestAPI (Customer sync, Order sync, Balance sync, Inventory Sync) - Epicor 2-way Amazon Web Services integration (XML, Orders, Shipments, Fulfillment Ack., Cancelations) - Epicor Administration (Mobile Field Service, Replication, AFR, EWA, EPM, Service Connect, DMT) - Magento to Epicor automation (Order, CC authorization & capture (Chase, PayPal), Shipment, 940 & 945 EDI) - Epicor to Concur 2-ways integration (AP, PO, Travel & Expense, Credit Card reconciliation) - JobBoss to Epicor conversion as part of a complete implementation of 10.1 for a multi-national company. - ShopKeeper to Epicor conversion as part of a complete implementation of 10.1 - Demandware to Epicor automation (Order creation, Shipment creation, PayPal authorization) - Created 30 dynamic MOM/BOM configurations, which were extended with custom C# code that interfaces with the Customer's web portal to export the Web Orders to Epicor as Quotes with configurator values. - Epicor AP & AR Bank interfaces (NACHA, ACH, Wire, Positive pay, Check Register) - EDI implementation (IBM Sterling Gentran & Epicor Demand Workbench & XML interfaces, 831, 855, 856) - Epicor Project Manager for a large multi-national organization, which included the creation, maintenance, and publication of project plans and schedules, including the development of functional requirements, project communications, project schedules, action items log, issues list, current and future workflows, procedures, and technology/operational gap analysis. Completed the setup of multi-national companies, multi-currencies, multi-plants, Global parts, customers, and vendors. My rate ranges from $150 to $185, depending on the contract.

Power BI Consultant | Financial Data Analytics Expert | Certified Power BI Analyst Are you a CFO, Controller, or Finance Team leader looking to turn complex financial data into actionable insights? I help mid-sized businesses streamline financial reporting, automate dashboards, and optimize data analytics using Power BI. With a B.S. in Statistics, a Power BI Data Analyst certification, and a background in accounting, I bring a unique blend of technical expertise and financial acumen. This allows me to not only build dashboards but also interpret the numbers in a way that drives strategic decision-making. How I Can Help You: ✅ Financial Dashboards & KPI Tracking – Interactive, real-time Power BI dashboards tailored to your business needs. ✅ Automated Reports & Data Integration – Eliminate manual spreadsheets and ensure accurate, up-to-date reporting. ✅ Financial Data Advisory Services – Gain deeper insights into financial performance, cash flow trends, and forecasting. Why Work With Me? ✔ Deep Finance & Accounting Knowledge – Unlike general Power BI developers, I understand financial statements, revenue models, and cost structures. ✔ Data-Driven Decision Making – I don’t just build dashboards; I ensure they provide meaningful insights to guide financial strategies. ✔ Proven Experience with Mid-Sized Businesses – I specialize in helping companies scale their financial analytics without adding complexity. Let’s work together to transform your financial data into a powerful decision-making tool. Contact me today to discuss how I can help!

I’m an Upwork Expert-Vetted Salesforce & HubSpot Partner and Consultant. An Analytics Professional with strong Operational and Technical skills. Working with a knowledgeable Consultant with a background in both Analytics and Business ensures that both your Technical and Operational needs are met, allowing your to focus on Strategy and Growth. With my expertise in Analytics and an MBA in Business, I bring valuable insights to my Clients on both their Systems and Operational needs. Backed by 11 Salesforce & 6 HubSpot Certifications and multiple implementations, I build best practice Solutions for my Clients. Together, we can build your ideal state and empower your Teams for success.

I’m a data visualization expert with a Master of Science in Business Analytics and over 10 years of experience transforming complex datasets into actionable insights. I specialize in creating automated, interactive Tableau, Power BI, and Looker dashboards that empower leadership to make data-driven decisions with confidence. My expertise lies in connecting Tableau, Power BI, and Looker to SQL databases, Excel, and APIs, streamlining reporting processes, and delivering advanced analytics through DAX and calculated fields. What I Bring to the Table: *Interactive Dashboards: Designing sleek, intuitive dashboards to track KPIs, uncover trends, and tell compelling data stories. *Advanced Analytics: Leveraging Tableau's calculated fields and Power BI's DAX to surface actionable insights and drive strategic outcomes. *Automation at Scale: Streamlining workflows with ETL processes to ensure real-time, error-free reporting. *Seamless Integration: Connecting disparate data sources—including SQL, Excel, and APIs—to provide a unified view of your business. Technical Proficiency *Visualization Tools: Tableau, Microsoft Power BI, Excel *Data Management and Analysis: SQL, Python, R, SPSS Modeler, Excel *ETL & Automation: Expertise in transforming raw data into polished, automated reports Selected Achievements • Schwab Bank Recovery Plan: Automated data workflows and modified liquidity and capital predictive models in Python and Excel to create regulatory and executive-ready visualizations, earning a Key Contributor Award. Presented findings directly to Schwab Bank’s CEO with specific praise from the founder Charles Schwab. • Olympics Resource Allocation: Built advanced Tableau dashboards and statistical models in R and Python to optimize resource allocation for Canoe/Kayaking at the 2028 Olympics, delivering insights to senior leadership. • Supply Chain Negotiations: Designed automated Tableau dashboards and performed advanced analytics with SQL and Python, supporting multimillion-dollar contract negotiations. Insights were presented to executives, driving cost savings and efficiency. • Leadership Analytics: Delivered interactive dashboards and automated workflows to evaluate performance metrics of machine learning models for roof size estimation optimizing asset allocation strategies for solar lead generation software company. Whether you need custom dashboards, enhanced reporting tools, or advanced analytics to unlock hidden opportunities, I’m here to deliver high-impact solutions tailored to your business. Let’s create something amazing!