Turning complex data into reporting people can use.
I build analytics, business intelligence, and reporting solutions that translate complex business rules into clear, reliable tools for decision-making.
Selected Work
Executive Fundraising Performance
A high-level dashboard designed to provide executives with an immediate view of overall campaign progress and revenue tracking. It structure complex multi-campaign progress bars alongside unified threshold indicators for strategic decision-making.
Campaign & Donor Analytics
This analytics cockpit maps deep donor lifecycles and color-coded segments to visually organize donor engagement behaviors. It establishes dynamic segments to assist analysts in prioritizing resource allocation across different campaign paths.
Operations & Reconciliation Analytics
A backend-focused operations interface created to validate transactional records and highlight reconciliation exceptions. It resolves structural reporting disparities through consistent business-rule modeling and clear exception lists.
Portfolio Coverage & Opportunity Pipeline
An analytics interface displaying high-density opportunity metrics alongside dynamic pipeline forecasts. The dashboard visualizes coverage benchmarks and conditional progress markers to track overall portfolio development and trends.
Capabilities
Business Intelligence
- Power BI
- DAX
- Power Query
- Dashboards
- Paginated Reports
- Custom Reporting
Data Modeling & Transformation
- Power Query
- DAX
- Data Relationships
- Business-Rule Modeling
- Python Transformations
Nonprofit & Fundraising Analytics
- Donor Segmentation
- Retention & Acquisition
- Campaign Analytics
- RFM Analysis
- Portfolio Analysis
- Pipeline Reporting
Data Quality & Reconciliation
- Validation
- Reconciliation
- Exception Reporting
- Reporting Definitions
- Data-Quality Monitoring
Automation
- Power Automate
- Repeatable Workflows
- Notifications
- Reporting Automation
- Documentation
Advanced Analytics
- Python
- Predictive Analytics
- Time-Series Forecasting
- Prophet
- Trend Analysis
Beyond Standard Power BI Visuals
While native Power BI visuals are highly capable and are used whenever they fit the core reporting need, certain complex scenarios demand dynamic layouts, dense operational data, or specific alignment with complex business rules. For those instances, I design and implement custom HTML/CSS-style visual components to maximize information density and present metrics in a unified framework.
Examples of custom layout components include:
- Goal and stretch-goal progress displays
- Portfolio coverage indicators
- Dynamic progress bars
- Benchmark and threshold markers
- Conditional status components
- Dense operational tables
- Custom KPI layouts
Python, Data Transformation & Forecasting
Python represents a fundamental pillar in resolving complex transformations and handling advanced calculations before data enters reporting layers. From exploratory analytics to mathematical model mapping, Python scripts ensure reproducible preparation of backend pipelines.
Core workflows implemented include:
- Data transformation and pipeline orchestration
- Analytical exploration and statistical testing
- Repeatable automated processing scripts
- Predictive modeling & time-series forecasting (including Prophet)
- Rapid prototype development for custom rules
How I Approach Analytics
I start by clarifying the core operational queries and the practical workflow of end-users.
We translate intricate business definitions and parameters into structured logic frameworks.
Raw data pipelines are cleaned, shaped, and normalized to support stable calculations.
Consistent data schemas and clear measure structures are built for high performance.
Outputs are cross-reconciled against source numbers to guarantee complete reporting trust.
Repeatable workflows and update schedules are established to keep metrics consistently fresh.
About
My strongest domain experience is in nonprofit and fundraising analytics, including reporting, donor behavior, segmentation, campaign analysis, relationship management, operational reporting, reconciliation, and forecasting.
These same structured analytical methods transfer seamlessly to corporate, finance, operations, customer, and sales environments. I operate actively as the bridge translating technical reporting structures to the people who rely on those results to make decisions.
Contact
Open to consulting and project-based analytics opportunities.