Transforming Financial Data into Actionable Insights

Hi! Over the past 5+ years, I’ve helped banks and financial teams streamline their reporting processes, cutting down manual work and increasing data accuracy. Specializing in SQL, Power BI, and Excel automation, I transform complex financial datasets into clear, actionable insights—reducing report creation time from a week to under 30 minutes.

I understand the challenges of slow, error-prone reports and the impact they have on decision-making. That’s why I focus on automating financial reporting, optimizing SQL queries, and designing intuitive dashboards that give businesses faster access to the insights they need. My work has helped teams reduce reporting errors by 95%, free up analyst hours, and improve financial forecasting.

If you're looking to eliminate repetitive tasks, enhance data accuracy, and unlock valuable insights, let’s connect. I’d love to help you automate and optimize your financial reporting workflow.

Technical Expertise & Tools
I leverage a combination of SQL, Power BI, and Excel automation to streamline financial data analysis, optimize reporting workflows, and eliminate inefficiencies. My core skills include:

🔹 SQL
✔ Writing and optimizing complex queries for large-scale financial datasets
✔ Data modeling, indexing, and query performance tuning
✔ Automating data extraction and transformation for real-time reporting

🔹 Power BI
✔ Designing interactive, executive-level dashboards with DAX optimization
✔ Automating financial reports, reducing manual work and human error
✔ Creating dynamic visuals that enable data-driven decision-making

🔹 Excel
✔ Building advanced macros, pivot tables, and data models
✔ Automating repetitive financial reporting tasks with VBA and Power Query
✔ Developing structured templates to standardize and improve data accuracy

🔹 Additional Skills
✔ Python (Pandas, NumPy) for data cleaning and automation
✔ ETL processes to improve data integration between banking systems
✔ Data validation and quality assurance to enhance reporting accuracy

I integrate these tools to cut reporting time by 95%, improve financial data transparency, and enable faster business decisions. Let’s discuss how I can optimize your reporting workflows!

Business Impact: Real-World Results
My expertise in SQL, Power BI, and automation has significantly improved financial reporting efficiency for banking and financial institutions. Here are some key results:

🔹 Automated a monthly financial report, reducing update time from 10+ hours to 30 minutes, allowing leadership to access real-time insights for faster decision-making.

🔹 Optimized SQL queries for a banking operations dataset with millions of rows, cutting query execution time by 70%, enabling faster risk assessment and compliance reporting.

🔹 Developed a dynamic Power BI dashboard for financial forecasting, integrating real-time data updates and reducing reporting errors by 95%, leading to more accurate projections.

🔹 Revamped Excel-based reporting workflows by imple