Hannah Iara Silva, Developer in Goiânia - State of Goiás, Brazil
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Hannah Iara Silva

Verified Expert  in Engineering

Business Intelligence Developer

Location
Goiânia - State of Goiás, Brazil
Toptal Member Since
September 7, 2023

Hannah is a business intelligence consultant and Power BI developer with eight years of experience manipulating data and building visualizations for leading companies. She has a solid background in BI as a data analyst, developer, engineer, and product owner. Hannah is diligent in ensuring accuracy and context to clarify questions through data visualization. She excels in transforming complex data into clear insights using cloud computing, programming languages, and Power BI.

Portfolio

Paul LLP
Microsoft Excel, Visual Basic, Power Query M, Power Query, Excel VBA...
Qlevr NV
Microsoft Power BI, Data Visualization, eCommerce, Python API, dotdigital...
Marisa Lojas S/A
Microsoft Power BI, SQL, Redshift, APIs, Visual Studio Code (VS Code), Scrum...

Experience

Availability

Full-time

Preferred Environment

Microsoft Power BI, Visual Studio Code (VS Code), SQL, Data Visualization, Business Intelligence Consultant, Amazon Web Services (AWS), Azure, Cloud Computing, APIs, OpenAI, Revenue & Expense Projections

The most amazing...

...project I've built is a series of modern, integrated Power BI reports for the marketing department of a leading retail company, leveraging its AWS architecture.

Work Experience

Excel Expert

2024 - 2024
Paul LLP
  • Analyzed, extracted, and managed data from an Excel workbook.
  • Engineered custom calculation routines using M language within Power Query for optimized data processing.
  • Implemented VBA scripts to semi-automate calculations, reducing manual effort for updates.
  • Tailored all calculations based on direct discussions with the client, ensuring alignment with specific business criteria and needs.
  • Authored a user-friendly manual on the semi-automation processes, empowering the client with the knowledge to replicate and maintain the solution independently.
Technologies: Microsoft Excel, Visual Basic, Power Query M, Power Query, Excel VBA, Visual Basic for Applications (VBA)

Power BI Expert

2023 - 2024
Qlevr NV
  • Developed Power BI dashboards with functionalities to compare the current period's revenue, return on ad spend (ROAS), the amount spend, transactions, and other key indicators to the previous day/month/year.
  • Created calculated measures in DAX to identify business trends across periods, such as month-on-month and year-on-year percentage change.
  • Plotted monthly and run rate views of financial and traffic metrics by brand, product, country, device, and traffic source.
  • Extracted data from their primary online marketing company using Python Requests, later embedding it in a Power BI semantic model and Microsoft Excel for validation.
Technologies: Microsoft Power BI, Data Visualization, eCommerce, Python API, dotdigital, Storytelling, Finance, Revenue Analysis, Dashboard Development, Time Series Analysis, Time Series Data, Business Intelligence (BI) Platforms

BI Specialist Consultant

2022 - 2023
Marisa Lojas S/A
  • Customized T-SQL, PostgreSQL, and PL/SQL queries for each client's needs, extracting data from diverse databases including Oracle, SQL Server, and Redshift.
  • Engineered full-cycle data visualization products, overseeing business analysis, data discovery, automated updates, and app development in Power BI.
  • Led enterprise Power BI projects, blending Agile and Scrum principles, to deliver data management solutions to departments such as Customer Experience, CRM, and IT.
  • Mentored junior developers in best practices and technical troubleshooting, elevating team proficiency and dashboard delivery speed. Implemented a health check app on the service, which colleagues use daily to advise each other on improvements.
  • Supported the engineering team in automating dataset load failure alerts, employing PowerShell ISE, Postman APIs, Azure, and Python scripts for robust monitoring.
  • Directed the implementation of Dataflow, ETL in the cloud, and security protocols (RLS and PLS), setting the standard for Power BI governance within the company.
  • Led the BI team through critical service administration events, providing urgent technical support and troubleshooting for database access and dashboard performance issues.
  • Coordinated cross-functional teams for Big Query exploration and data migration projects, ensuring seamless integration into the company's data streamlining processes.
  • Applied advanced tools (VS Code, DBeaver, DAX Studio) and leveraged Power BI's full suite (dataflow, dataset, DirectQuery/Import/Dual modes) for in-depth analytics solutions.
  • Facilitated weekly stand-ups, daily meetings, and client sessions throughout projects, fostering transparent communication and aligning BI solutions with business goals.
Technologies: Microsoft Power BI, SQL, Redshift, APIs, Visual Studio Code (VS Code), Scrum, Oracle, Amazon Athena, Trello, Power Shell Commands, DBeaver, Microsoft Planner, SAP, Google Analytics 360, Google Analytics 4, Google Analytics API, SharePoint, Power Query M, SQL Server 2016, T-SQL (Transact-SQL), Oracle PL/SQL, PostgreSQL, XMind, Microsoft Power Automate, DataViz, Python, Google BigQuery, Data Analysis, Data Visualization, Data Modeling, Pipelines, Project Management & Work Tracking Tools, Data Analytics, eCommerce, PL/SQL, Data Warehousing, OLAP, Microsoft SQL Server, Amazon Web Services (AWS), ETL, Big Data, Databases, Data, Azure, Microsoft Power Apps, Databricks, Business Intelligence (BI), Business Intelligence Consultant, BigQuery, Looker, Power Query, Dashboards, Data Pipelines, Amazon S3 (AWS S3), Visualization, Data Architecture, Information Gathering, Microsoft 365, Profit & Loss (P&L), Data Gathering, Product Consultant, Consulting, Data Analysis Consultant, Kanban, Data Storytelling, Customer Relationship Management (CRM), Retail & Wholesale, Net Promoter Score (NPS), Customer Experience, Continuous Delivery (CD), Continuous Integration (CI), Google Data Studio, Data Validation, User Experience (UX), User Interface (UI), Enterprise Resource Planning (ERP), SAS, Reporting, Microsoft Excel, BI Reporting, Office 365, Key Performance Indicators (KPIs), Data Engineering, Product Management, Data Lakes, SQL Stored Procedures, Warehouses, Cloud Computing, Azure SQL, Business Requirements, Data Transformation, Requirements Analysis, Query Optimization, CSV File Processing, Data Reporting, Automation, Business Analysis, ODBC, Clustering, Forecasting, Dashboard Design, Oracle Data Access Components (ODAC), Process Flows, Process Design, BI Reports, SAP ERP, Data Product Manager, Storytelling, Dashboard Development, Time Series Analysis, Time Series Data, Business Intelligence (BI) Platforms, Marketing Reports, Google Tag Manager, Marketing Analytics, Marketing Campaigns, Marketing Technology (MarTech), Marketing Strategy, Financial Modeling, Sales Reports, Data Flows, Scalability

Power BI Senior Consultant

2021 - 2023
Active BI
  • Developed Power BI reports for hospitality, construction, tech, NGO, and cybersecurity clients, tailoring solutions to diverse industry needs.
  • Managed project timelines diligently, ensuring client expectations for deadlines were met or exceeded through strategic adjustments.
  • Conducted weekly updates with clients, showcasing development progress, new features, fixes, and addressing issues requiring client intervention.
  • Configured data source connections, access permissions, parameters, and automatic dataset updates within each client's Power BI Service.
  • Performed audits on all team deliveries for the company's largest client, identifying and mitigating potential issues to maintain high-quality standards.
  • Trained junior developers in breaking down ETL stages within Power Query, providing step-by-step guidance on M code construction and interpretation.
  • Educated clients on product usage, introducing them to functionalities like button interactions, cross-filtering, highlighting, and visualization interpretation.
  • Served as the lead Power BI developer for FREC Empreendimentos and as a developer for BHG Hotels and Ocean Pact, emphasizing financial management dashboards.
  • Implemented cash flow, revenue and expense packages, forecasts, loans, earnings, and comprehensive and partial period results in BI, enhancing financial oversight.
  • Ran weekly sprints for MVP delivery, aligning expectations, assessing data source quality, and providing delivery estimates to streamline project management.
Technologies: Microsoft Power BI, SharePoint, Microsoft Planner, DataViz, Scrum, Power Query M, Power Shell Commands, SQL, Finance, Data Analysis, Data Visualization, Data Modeling, Pipelines, Project Management & Work Tracking Tools, OLAP, Microsoft SQL Server, ETL, Databases, Data, Business Intelligence (BI), Business Intelligence Consultant, Power Query, Dashboards, Data Pipelines, Visualization, Information Gathering, Data Gathering, Product Consultant, Consulting, Revenue Analysis, Hospitality, Operating Expenses (OPEX), Data Analysis Consultant, Data Storytelling, Financial Data, Data Validation, User Experience (UX), User Interface (UI), Reporting, Microsoft Excel, BI Reporting, Key Performance Indicators (KPIs), Data Engineering, Data Lakes, Azure SQL, Business Requirements, Data Transformation, Requirements Analysis, Query Optimization, CSV File Processing, Data Reporting, Business Analysis, ODBC, Dashboard Design, BI Reports, Financial Planning & Analysis (FP&A), Storytelling, Dashboard Development, Time Series Analysis, Time Series Data, Business Intelligence (BI) Platforms, Financial Modeling, Sales Reports, Data Flows, Scalability

Data Specialist II

2021 - 2022
Trinus Co.
  • Engineered, architected, developed, and designed Power BI Premium Per User reports, becoming the go-to specialist for data visualization solutions.
  • Managed agile projects to deliver visual management products in Power BI for contract management, portfolio management, project office, and R&D teams.
  • Led the full-cycle development of Power BI data visualization products, including business analysis, data sourcing, automated updates, and application deployment.
  • Coached junior developers on Power BI best practices and provided technical support for performance tuning and security compliance.
  • Spearheaded the implementation of Dataflow and 'golden' Semantic Models across company Workspaces, introducing centralized data sources across all business units.
  • Utilized T-SQL and PostgreSQL for custom business queries, extracting data from Azure Synapse and SQL Server and supporting engineering in Databricks query transcription.
  • Employed advanced tools such as VS Code, Azure DevOps, Azure Data Studio, and DAX Studio for development, refining BI project management and deployment.
  • Acted as both business partner and developer for portfolio management, contract management, customer service quality, project office, and research and metrics.
  • Conducted weekly reviews to deliver MVPs and maintain alignment with client expectations throughout the project lifecycle.
Technologies: Microsoft Power BI, Azure DevOps, DataViz, PostgreSQL, Visual Studio Code (VS Code), Scrum, T-SQL (Transact-SQL), SQL Server 2016, Power Query M, SharePoint, DBeaver, SQL, XMind, Finance, Data Analysis, Data Visualization, Data Modeling, Pipelines, Project Management & Work Tracking Tools, Data Analytics, Data Warehousing, OLAP, Microsoft SQL Server, ETL, Big Data, Databases, Data, Azure, Azure Databricks, Databricks, Business Intelligence (BI), Microsoft PowerPoint, Power Query, Dashboards, Data Pipelines, Visualization, Data Architecture, Information Gathering, Profit & Loss (P&L), Cost Analysis, Data Gathering, Product Consultant, Revenue Analysis, Operating Expenses (OPEX), Data Analysis Consultant, Data Storytelling, Financial Data, Data Validation, Jira, User Experience (UX), User Interface (UI), Enterprise Resource Planning (ERP), Financials, Reporting, Azure SQL Data Warehouse, Dedicated SQL Pool (formerly SQL DW), Microsoft Excel, BI Reporting, Key Performance Indicators (KPIs), Data Engineering, Product Management, Warehouses, Cloud Computing, Azure SQL, Azure Synapse, Business Requirements, Data Transformation, Requirements Analysis, Query Optimization, CSV File Processing, Data Reporting, GitHub, Business Analysis, ODBC, Clustering, Forecasting, Dashboard Design, PostgreSQL 10, BI Reports, Data Product Manager, Financial Planning & Analysis (FP&A), Storytelling, Dashboard Development, Time Series Analysis, Time Series Data, Business Intelligence (BI) Platforms, Financial Modeling, Data Flows, Startups, Scalability

S&OP Senior Analyst

2020 - 2021
EuroChem Group
  • Developed Power BI reports for sales, operations, commercial excellence, and pricing teams, enhancing data visualization and decision-making.
  • Utilized PL/SQL within MySQL and MariaDB for data exploration and customized Oracle server queries in Microsoft Access for real-time dynamic report feeding in Excel.
  • Employed Power BI, ERP Sankhya, and Salesforce, integrating diverse software tools for comprehensive data management and reporting.
  • Refined market share, market potential, delivery planning, and fertilizer sales reports for Brazil, providing daily insights to C-level executives in Moscow and Zurich.
  • Prepared bilingual presentations for regional directorates, highlighting monthly results and analyzing performance variances for informed strategic planning.
  • Synced Excel reports with the data warehouse (DW) for real-time information access by Commercial Excellence department members, streamlining data use.
  • Supported colleagues in developing advanced Excel and Power BI skills, fostering a culture of continuous learning and skills development.
  • Developed a visual management product in Power BI, involving data source mapping, gateway configuration, load automation, and application development.
  • Leveraged Power BI features, including dataflow, dataset, DirectQuery/Import connections, M language, star schema, DAX, apps, and calculation groups.
  • Conducted routine data extraction and cross-analysis to produce bilingual managerial reports in Excel, improving data accessibility and insight generation.
Technologies: Sankhya, Microsoft Power BI, Microsoft Access, Microsoft PowerPoint, Oracle, PL/SQL, MySQL, Power Query M, Data Analysis, Salesforce, Data Visualization, ETL, Business Intelligence (BI), Power Query, Dashboards, Visualization, Profit & Loss (P&L), Cost Analysis, Profitability Analysis, Data Gathering, Revenue Analysis, Data Analysis Consultant, Sales, B2B, Data Storytelling, Financial Data, Data Validation, Enterprise Resource Planning (ERP), Financials, Reporting, Microsoft Excel, BI Reporting, SQL, Key Performance Indicators (KPIs), Data Engineering, Business Requirements, Data Transformation, Query Optimization, CSV File Processing, Data Reporting, Business Analysis, ODBC, Data Modeling, Pipelines, Forecasting, Dashboard Design, MariaDB, BI Reports, Oracle Data Access Components (ODAC), Financial Planning & Analysis (FP&A), Storytelling, Dashboard Development, Time Series Analysis, Time Series Data, Business Intelligence (BI) Platforms, Sales Reports, Data Flows, Scalability

Financial Planning Analyst

2019 - 2020
Aviva
  • Managed financial planning, ensuring accurate updates and monitoring of financial and operational figures across 15+ cost centers in sales, administration, and other departments.
  • Spearheaded budgeting processes, revenue and cost monitoring, financial viability analysis, expense reclassification, and operational figure tracking for assigned cost centers.
  • Supported designated cost centers during the budgetary period, aiding in budget proposal creation, cuts, calibration, and recalibration in system proposals.
  • Conducted managerial, financial, and operational audits to ensure control over business budget balances, packages, and accounts.
  • Enhanced monthly financial and operational figures for Tourism Operations and Sales, developing financial and operational KPIs such as revenue and cost variances, and occupancy rates.
  • Developed management profit & loss (P&L) statements in Excel comparing budget, actual, and forecast for tourism operations, focusing on year-over-year (YoY) and month-over-month (MoM) results by packages and accounts.
  • Updated monthly managerial reports tracking actual vs. budgeted costs by packages and accounts, ensuring precise financial oversight.
  • Utilized advanced Excel, Power BI, Qlik View, PowerPoint, MS Access, AllStrategy, and ERP Oracle for comprehensive data analysis and reporting.
  • Created mathematical functions to support B2C and B2B sales budgeting across all sites, enhancing sales forecasting accuracy.
  • Validated financial viability of marketing campaigns, sales incentives, budget expenditures, partnerships, and sales events, ensuring alignment with financial objectives and strategies.
Technologies: PL/SQL, Oracle, Microsoft Power BI, Microsoft Access, Microsoft PowerPoint, Profit & Loss (P&L), Profitability Analysis, Cost Analysis, Budget Modeling, Budget Controls, Sales, Hospitality, Business to Consumer (B2C), B2B, Revenue Analysis, Operating Expenses (OPEX), Business Intelligence (BI), Data Analytics, Power Query, Dashboards, Visualization, Data Analysis Consultant, Data Storytelling, Windows, Financial Data, Data Validation, Enterprise Resource Planning (ERP), Financials, Reporting, Microsoft Excel, BI Reporting, SQL, Key Performance Indicators (KPIs), Business Requirements, Data Transformation, Data Reporting, Business Analysis, ODBC, Forecasting, Dashboard Design, QlikView, Bizagi Modeler, BI Reports, Financial Planning & Analysis (FP&A), Storytelling, Dashboard Development, Time Series Analysis, Time Series Data, Business Intelligence (BI) Platforms, Marketing Reports, Revenue & Expense Projections, Financial Modeling, Sales Reports

Production Planning Analyst

2018 - 2019
Abelha Rainha Cosméticos
  • Managed a continuous improvement project, focusing on raw material and packaging stock optimization across multiple teams.
  • Analyzed operational routines using the Critical Path Method (CPM) to identify and streamline production processes.
  • Employed Business Process Management (BPM) to map current and future states (AS IS and TO BE), conducting interviews and redefining processes to enhance material movement.
  • Redesigned the balance verification process, setting new routines, responsibilities, and performance indicators in Excel for stock management.
  • Applied DMAIC, 5W1H, A3, and Kanban methodologies to phase project deliveries and implement improvements, reducing human error in stock movement.
  • Introduced an inventory prioritization system (ABC and XYZ analysis), facilitating cyclic counting and dynamic listing, which improved KPI tracking and stock discrepancy identification.
  • Developed control measures and tracing for product movements, addressing the issues of loss, excess, and lack in supplies.
  • Created metrics for counting and recounting products based on problem recurrence, aiding in resolving discrepancies between physical and ERP-recorded stock.
  • Built an Excel dashboard for daily operational KPI monitoring, including production volume, system vs. physical balance, accuracy level, and error rates.
  • Instituted weekly meetings to review dashboard data and discuss results with team leaders, enhancing team accountability and performance.
Technologies: Agile Project Management, Data Visualization, Data Analysis, BPMN, DMAIC, Business Process Modeling, Kanban, Lean Six Sigma, Microsoft PowerPoint, Dashboards, Visualization, Manufacturing, Bizagi, Data Analysis Consultant, Data Validation, Enterprise Resource Planning (ERP), Reporting, Microsoft Excel, Key Performance Indicators (KPIs), Product Management, Business Requirements, Data Transformation, Data Reporting, Business Analysis, Process Flows, Process Design, BPM, Lean Project Management, Bizagi Modeler, BI Reports, Dashboard Development, Time Series Analysis, Time Series Data, Sales Reports

Business Process Consultant

2017 - 2018
Voit Consultoria
  • Co-led a project improving processes for an intercity passenger transport company, focusing on continuous enhancement and standardization.
  • Engaged in multidisciplinary consultancy across traffic, sales, IT, and more, fostering operational and administrative improvements.
  • Coordinated the resolution of action plan barriers with stakeholders, enhancing project execution and outcome success.
  • Designed a prioritization matrix to effectively address and resolve process issues, optimizing solution implementation.
  • Conducted Lean methodology and improvement strategy training for employees, boosting operational efficiency and knowledge.
  • Developed and implemented operational dashboards, checklists, and KPIs in Excel, streamlining data analysis and performance monitoring.
  • Performed on-site audits of administrative and operational improvements, confirming adherence and efficacy of implemented changes.
  • Utilized advanced Bizagi Modeler, Excel, and PowerPoint to support process modeling, data analysis, and result presentation.
  • Crafted and delivered result-oriented presentations to stakeholders, ensuring comprehensive understanding of project achievements.
  • Presented weekly updates to project sponsors, maintaining transparent communication and alignment on project progress and results.
Technologies: Business Process Modeling, Consulting, Microsoft PowerPoint, Microsoft Power BI, Bizagi, Dashboards, Visualization, Product Consultant, BPMN, Data Analysis Consultant, DMAIC, Lean Six Sigma, Kanban, Business to Consumer (B2C), B2B, Sales, Data Validation, Reporting, Microsoft Excel, BI Reporting, Key Performance Indicators (KPIs), Microsoft Project, Business Requirements, Data Transformation, Data Reporting, Business Analysis, Process Flows, Process Design, BPM, Lean Project Management, Bizagi Modeler, BI Reports, Dashboard Development, Time Series Analysis, Time Series Data, Business Intelligence (BI) Platforms, Sales Reports

CX Analysis Power BI Report for Retail Leader

Product:
• Descriptive and predictive CX analysis report

Client's core challenge:
• Eliminate reliance on 3rd-party Net Promoter Score (NPS) providers.
• Automate analytics to save analysts' time on manual report generation.

Technical toolkit:
Power BI Desktop (Power Query, M, DAX, etc.), Power BI Service (Dataflows, App, PLS/RLS, security), ETL, Amazon Redshift, Amazon Athena, Amazon S3, QWST, Excel 365, external tools (Tabular Editor 3, DAX Studio, Measure Killer), VS Code, Figma.

Contribution highlights:
• Enhanced Amazon Redshift and Athena databases with custom tables, procedures, and queries for in-depth CX analysis.
• Crafted visuals reflecting the client's identity using Figma.
• Set up comprehensive Power BI Service configurations, including gateway, App, RLS, and security.
• Led client sessions for precise requirement gathering and data validation to tailor CX insights.
• Enabled client proficiency in leveraging Power BI and database assets for ongoing CX insight generation.

Client feedback:
• Surpassed expectations with significantly insightful, visually superior reporting.

CRM Analytics Transformation for Retail Giant

Product:
• Comprehensive CRM report

Client's core challenge:
• Transition from Looker to Power BI for enriched analytics.
• Automate previously manual analytic processes.

Technical toolkit:
Power BI Desktop and Service, Amazon Redshift, Amazon Athena, Amazon S3, SQL Server, Excel 365, Tabular Editor 3, DAX Studio, Looker, VS Code, Figma.

Contribution highlights:
• Enhanced query performance on Athena, Redshift, and SQL Server for robust data integration.
• Designed custom visuals matching the client's brand identity.
• Led sprint sessions for in-depth requirement gathering, focusing on vital metrics like churn, purchase rates, and revenue.
• Educated the client on leveraging Power BI features for continuous insights.
• Set up secure and efficient data connectivity and report accessibility.
• Configured gateway connections, app, report settings, semantic model, workspace permissions, and more.

Client feedback:
• Exceeded expectations in delivering insightful, visually appealing analytics, revolutionizing their CRM strategy.

Automated Reporting Suite for Hospitality Brand

Product:
• Portfolio of 16 hotel reports

Client's core challenge:
• The transition from manual data extraction and presentation creation to automated Power BI reporting.

Technical toolkit:
Power BI Desktop (Power Query, M, ETL, DAX), Power BI Service (Dataflows, scheduled refreshes), Tabular Editor 2, DAX Studio.

Contribution highlights:
• Conducted thorough audits on financial and operational reports (CAPEX, debt, net revenue, P&L, etc.).
• Established best practice tables and DAX measures for accurate data analysis.
• Collaborated with UI/UX designers to ensure reports matched the brand's aesthetic.
• Maintained open communication with the client on report progress and data formatting needs.
• Empowered clients with Power BI Desktop knowledge for self-service analysis and report adjustments.
• Transferred report management control to the client for sustained operational independence.

Client feedback:
• The automated reporting framework significantly reduced manual labor, redirecting analyst efforts to strategic tasks.

Business Insight Reports for IT Consultancy Firm

Product:
• Client analysis reports

Client's core challenge:
• Develop business insight reports for prospective clients.

Technical toolkit:
Power BI Desktop (Power Query, M, ETL, DAX), Tabular Editor 2, DAX Studio.

Contribution highlights:
• Optimized data transformation in Power Query.
• Created brand-aligned backgrounds and graphics using the client's visual identity.
• Built tables and DAX measures following best practices for detailed analysis.
• Developed DAX measures for key business metrics like revenue, sales, and customer behavior, with comprehensive filtering options.
• Collaborated with clients to ensure data accuracy and meet project specifications.

Client feedback:
• Reports met expectations, effectively showcasing essential business insights.

Power BI Financial Forecast Report for Agribusiness Startup

Product:
• Financial report by crop, date, and province.

Client's core challenge:
• Showcase enticing financial forecasts in a report to attract potential investors.

Technical Toolkit:
Power BI Desktop (Power Query, M, ETL, DAX), Power BI Service (app), external tools (Tabular Editor 2), PowerPoint.

Contribution highlights:
• Optimized the client's database for effortless Power Query integration with minimal transformations needed.
• Crafted a Power BI App with best-practice DAX measures and tables, adorned with the client's branding for consistent visuals.
• Implemented custom backgrounds, chart visuals echoing the client's identity, and formally documented table and measure structures.
• Trained the client in Power BI Desktop and Service for independent future adjustments and project presentations.

Client feedback:
• Investors were impressed by the report's engaging visuals and coherent presentation, highlighting its effectiveness in showcasing the financial prospects.

ETL & Power BI Client Prospecting and Conversion Report for Fintech

Product:
• Client prospecting and conversion report

Client's core challenge:
• To provide a segmented report on client prospecting and conversion by time, account type, and financial modules.

Technical toolkit:
Utilized Power BI Desktop, incorporating Power Query, M, dynamic filters, bookmarks for interactive exploration, DAX for calculations, and conditional formatting, alongside ETL processes, Air Live Drive, Excel 365 for data prep, and Figma for design.

Contribution highlights:
• Created flexible connection settings in Power BI Desktop for easy server switches, improving report adaptability.
• Designed report elements in Figma, aligning with client branding through custom backgrounds, buttons, and color schemes.
• Gathered key data and metrics criteria from the client to accurately calculate prospecting successes and conversion rates.
• Introduced bookmark-enabled dynamic axes in visuals, enhancing data interaction and insight extraction.
• Modeled data table relationships for a unified view of client engagement metrics.

Client feedback:
• The report fulfilled the client's requirements, providing detailed insights into prospecting and conversion with a blend of precise analysis and bespoke design.

Enhanced Customer Service Reporting System

Product:
• Power BI report suite for customer service metrics

Client's core challenge:
• To develop a comprehensive reporting system that visualizes customer service performance indicators, facilitating improved service strategies.

Technical toolkit:
Power BI PPU, Power Query, DAX, M, T-SQL, PostgreSQL, Figma, Azure Synapse, SQL Server, VS Code, Azure DevOps, Tabular Editor 3, DAX Studio, and ALM Toolkit.

Contribution highlights:
• Engineered a suite of Power BI reports offering deep insights into various customer service parameters to assist in making informed decisions.
• Customized SQL queries to extract, transform, and analyze complex data sets directly from Azure Synapse and SQL Server, enhancing report accuracy and timeliness.
• Spearheaded the development of a centralized data management strategy using Dataflows and 'golden' Semantic Models, significantly improving data accessibility and consistency across reports.
• Conducted training sessions on Power BI development, enhancing team competence and report performance.

Client feedback:
• Received strong positive feedback for the actionable insights provided by the reports, significantly enhancing the client's ability to strategically improve customer service operations.

Research & Development Insights Platform

Product:
• Comprehensive Power BI reporting for R&D performance metrics.

Client's core challenge:
• To establish an insightful reporting platform for tracking R&D initiatives and output, driving innovation and operational efficiency.

Technical toolkit:
Power BI PPU, Figma, T-SQL, PostgreSQL, Azure Data Studio, Tabular Editor 3, DAX Studio, ALM Toolkit, Azure Synapse, SQL Server.

Contribution highlights:
• Developed a sophisticated Power BI report platform that centralizes R&D metrics, facilitating a granular analysis of project timelines, budget allocations, and innovation KPIs.
• Tailored complex SQL queries for dynamic data manipulation and integration, ensuring the reports provided a real-time, accurate reflection of R&D efforts.
• Implemented a unified reporting strategy inclusive of Dataflows and centralized datasets to standardize R&D metric tracking across the enterprise.
• Provided expert guidance and mentoring in SQL optimization and Power BI report development, empowering the client team with advanced analytical capabilities.

Client feedback:
The platform was highly praised, thus it offered profound insights into the client's research endeavors and significantly aiding in strategic decision-making.

Automated Calculations for Hetz Frequency in Excel

Product:
• Workbook with automated calculations for Hetz frequency by client.

Client requirements:
• Calculated spreadsheet with the largest shift in Hertz frequency group.
• Mark each client as someone to follow up or to overlook.

Technical toolkit:
Microsoft Excel, Power Query, M, VBA.

Contribution:
• Analyzed, extracted, and managed data from Excel workbook.
• Engineered custom calculation routines using M language within Power Query for optimized data processing.
• Implemented VBA scripts to semi-automate calculations, reducing manual effort for updates.
• Tailored all calculations based on direct discussions with the client, ensuring alignment with specific business criteria and needs.
• Authored a user-friendly manual on the semi-automation processes, empowering the client with the knowledge to replicate and maintain the solution independently.

Client feedback:
• Satisfied with the outcome of the job, all requirements met.

Cyclical Counting System Implantation

Product:
• Cyclical counting and inventory management system, transforming the company's manual and irregular inventory management into a streamlined and systematic process for enhancing accuracy and identifying discrepancies efficiently.

Technical toolkit:
Microsoft Excel, Atlassian Trello, Microsoft PowerPoint, Bizagi, ERP Totvs Protheus.

Contribution Highlights:
• Led as junior production planning analyst, aligning multiple departments.
• Applied business process management for process improvement and redesigned inventory flow.
• Designed new balance verification workflow and Excel-based performance metrics.
• Reduced errors using Lean and Kanban, created ABC/XYZ for product analysis.
• Developed an Excel dashboard for operational KPIs monitoring and monthly diagnostics reports for strategic planning.

Client feedback:
• The system significantly improved inventory accuracy and efficiency and reduced manual labor and errors, facilitating a focus on strategic activities.
2018 - 2020

Master's Degree in Project Management

University of São Paulo - Piracicaba, Brazil

2012 - 2017

Bachelor's Degree in Production Engineering

Pontifical Catholic University of Goiás - Goiânia, Brazil

DECEMBER 2021 - DECEMBER 2024

Microsoft Certified: Power BI Data Analyst Associate

Microsoft

Libraries/APIs

ODBC, Google Analytics API, Requests, Pandas, NumPy, Matplotlib, Python API

Tools

Microsoft Power BI, Trello, Power Query, Microsoft Excel, Excel 2013, Bizagi Modeler, Microsoft Access, Microsoft PowerPoint, Jira, Oracle Data Access Components (ODAC), DataViz, Amazon Athena, Figma, Microsoft Power Apps, BigQuery, Looker, Net Promoter Score (NPS), Microsoft Project, Azure OpenAI Service, GitHub, Git

Languages

SQL, Power Query M, T-SQL (Transact-SQL), Python, SAS, Visual Basic, Excel VBA, Visual Basic for Applications (VBA)

Paradigms

Business Intelligence (BI), ETL, BPMN, DMAIC, Kanban, Requirements Analysis, Scrum, Agile Project Management, OLAP, Azure DevOps, B2B, Continuous Delivery (CD), Continuous Integration (CI), Automation

Platforms

Bizagi, SharePoint 365, Windows, Visual Studio Code (VS Code), Oracle, Google Analytics 360, SharePoint, Azure, Microsoft Power Automate, Amazon Web Services (AWS), Databricks, Salesforce, Azure SQL Data Warehouse, Azure Synapse, QlikView, Dedicated SQL Pool (formerly SQL DW)

Storage

Databases, Data Pipelines, Data Validation, Redshift, PostgreSQL, DBeaver, SQL Server 2016, Oracle PL/SQL, PL/SQL, Microsoft SQL Server, MySQL, Azure SQL, PostgreSQL 10, Amazon S3 (AWS S3), MySQL Server, Data Lakes, SQL Stored Procedures, MariaDB

Industry Expertise

Retail & Wholesale

Other

Excel 365, Industry Analysis, Data Analysis, Data Visualization, Data Modeling, Pipelines, DAX, Data Analytics, Data, Data Analysis Consultant, Business Process Modeling, Lean Six Sigma, Business Intelligence Consultant, Consulting, Product Consultant, Dashboards, Visualization, Information Gathering, Data Gathering, Manufacturing, Microsoft 365, Data Storytelling, User Experience (UX), User Interface (UI), Reporting, BI Reporting, Office 365, Key Performance Indicators (KPIs), Business Requirements, Data Transformation, Query Optimization, CSV File Processing, Data Reporting, Business Analysis, Forecasting, BI Reports, Dashboard Design, Process Design, Process Flows, BPM, Storytelling, Dashboard Development, Time Series Analysis, Time Series Data, Sales Reports, Data Flows, Scalability, APIs, Microsoft Planner, Google Analytics 4, XMind, Finance, Project Management & Work Tracking Tools, Lean Manufacturing, eCommerce, Data Warehousing, Profit & Loss (P&L), Profitability Analysis, Cost Analysis, Revenue Analysis, Operating Expenses (OPEX), Data Architecture, Financial Data, Financials, Product Management, Warehouses, Clustering, Lean Project Management, Data Product Manager, Financial Planning & Analysis (FP&A), Business Intelligence (BI) Platforms, Marketing Reports, Marketing Technology (MarTech), Revenue & Expense Projections, Financial Modeling, Startups, Power Shell Commands, SAP, Google BigQuery, Warehouse Management, Big Data, Azure Databricks, Sankhya, Budget Modeling, Budget Controls, Sales, Hospitality, Business to Consumer (B2C), PowerPoint Design, Customer Relationship Management (CRM), Customer Experience, Google Data Studio, Enterprise Resource Planning (ERP), Data Engineering, Cloud Computing, OpenAI, MySQL DBA, Azure Data Studio, OpenAI GPT-4 API, SAP ERP, dotdigital, Google Tag Manager, Marketing Analytics, Marketing Campaigns, Marketing Strategy

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