Jose L. Diaz III
Verified Expert in Engineering
Power BI Data Analyst and Developer
Montclair, NJ, United States
Toptal member since April 22, 2025
Jose is a Microsoft Certified Power BI Data Analyst associate with over seven years of professional experience as a liaison between business-focused departments and IT. He has hands-on experience with Power BI, SQL, VBA, and Excel. Jose is an expert in delivering data analytics solutions and will be a great addition to any team.
Portfolio
Experience
- Microsoft Excel - 9 years
- SQL - 7 years
- Excel VBA - 7 years
- SQL Server Reporting Services (SSRS) - 5 years
- Data Modeling - 3 years
- Data Visualization - 3 years
- Microsoft Power BI - 3 years
- DAX - 3 years
Availability
Preferred Environment
Windows, Microsoft Power BI, Microsoft SQL Server
The most amazing...
...project I've completed was an end-to-end Power BI financial dashboard solution that delivers key financial information to over 250 employees.
Work Experience
Manager of Financial Systems
Patterson Belknap Webb & Tyler
- Developed an end-to-end Power BI financial reporting solution, including creating all SQL database sources, semantic models, and report visuals.
- Maintained an extensive SSRS report library, including the underlying SQL queries. Transitioned key reports/metrics to Power BI.
- Developed integrations between finance and HR systems, automating various processes and improving data accuracy/consistency across the company.
Experience
Law Firm Financial Dashboard
This project also involved designing an efficient and scalable star schema Power BI data model that refreshes in less than four minutes.
In addition to the data warehouse and semantic model, I also designed an enterprise-level Power BI reporting solution. This report is highly performant and contains dozens of drill-through pages with increasing levels of data granularity in each page. The report has five different perspectives, all of which are different depending on who the logged-in user is.
Education
Bachelor's Degree in Information Technology Management and Finance
Seton Hall University - South Orange, NJ, USA
Certifications
Microsoft Certified: Power BI Data Analyst Associate
Microsoft
Skills
Tools
Microsoft Power BI, Microsoft Excel, Power BI Embedded, Power Query
Languages
SQL, Excel VBA, Snowflake, R, Visual Basic for Applications (VBA)
Paradigms
Business Intelligence (BI), ETL
Storage
SQL Server Reporting Services (SSRS), Microsoft SQL Server, Database Administration (DBA), SQL Server Integration Services (SSIS)
Platforms
Windows, Microsoft Fabric
Other
Data Modeling, Data Visualization, Dashboards, Data Analytics, Visualization, Reporting, DAX, Data Engineering
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