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Work Background
Business Intelligence Consultant
BCS ResourcesBusiness Intelligence Consultant
Aug. 2022 - Mar. 2024Greater Chicago AreaWorked for Seagen on a long-term contract. Support Seagen’s financial analysis group with report development utilizing Snowflake and Power BI. Responsible for collecting, analyzing and interpreting complex financial data. • Maintained and updated daily executive daily sales report showcasing unit and gross sales for all of Seagen’s commercial products. Report provides executive leadership a daily summary of daily/qtd/ytd sales. • Redesigned Daily Executive Sales report’s data model to accommodate new Snowflake data warehouse. Redesigned report provides more in-depth information and reduced update time by 15 mins a day. • Update quarterly Price/Volume/Fx report used in Seagen’s quarterly earnings call. Report breaks down Seagen’s net revenue variances into their respective causes. Simplified report and decreased update/audit time from 3 weeks to under 3 days. • Analyzed Seagen’s current reporting environment and provided management with gap analysis and strategic vision forward. Vision included report mock-ups, new team structures and Power BI environment recommendations. Currently looking for new position because of Pfizer’s recent acquisition of Seagen.
Business Intelligence
OSI GroupBusiness Intelligence
Nov. 2020 - Aug. 2022Greater Chicago AreaLed OSI’s Business Intelligence group. Worked with OSI’s business team leads to streamline reporting and provide in depth analytics utilizing Microsoft’s Power Platform. • Worked with IT senior leadership to develop OSI’s overall data strategy. Devised how OSI will collect, store, manage, share and empower end users to make strategic and timely fact-based business decisions. • Developed Sales Order fill rate report for Head of North American Supply Chain. Report utilized Power Apps to enable write-back in Power BI. Empowered plant personal to input reasons for short orders. Provided management with better visibility and ability to mitigate supply chain issues. • Worked with Process Improvement lead and plant industrial engineers to automate data capture of key operational KPIs. Resulting analysis used in daily plant operations call, detailing plant output and efficacies. Eliminated over 100 hours of data entry per month in addition to greater understanding of trends and overall plant operations. • Redesigned Global Quality reporting for all 95 of OSI’s worldwide plants. Collaborated with Global Head of Quality and regional VPs leading to the creation of over 20 different paginated and detailed Power BI reports. Lead multiple trainings detailing Power BI eco-system and report creation. • Managed team of two business intelligence analysts. Train and mentor team in business processes in additional to technical guidance.
Consultant
Solve100 (Business Intelligence & Application Development)Consultant
Jan. 2020 - Nov. 2020Greater Chicago AreaSupport consulting client’s business decisions by providing quantitative analysis of sales, product margins, operating expenses and business cases utilizing Power BI and Qlik. • Created a series of human resource analytical tools used by a major consulting firm to assess and analyze over 1,000 consulting staff members. Tools allowed for cohort comparisons and more in-depth real time data analysis leading to a more systematic promotion process. Saved Human Resource teams over 120 hours of non-productive time through the elimination of printed documentation. • Led and mentored mid-sized manufacturing firm’s creation of Power BI reporting. Reports included workplace efficiency, shift scheduling, and inventory analysis. Created solution that allowed firm to connect Power BI directly to their ERP system allowing for greater data clarity and timeliness. • Ran business intelligence reporting for large financial leasing institution. Duties include report creation, administrating Power BI tenet, and suggesting future data initiatives. Work with stakeholders to develop and cultivate a data driven culture. • Managed Solve intern in creation of IT client IRR dashboard in Power BI. Provided mentoring and project management. Report resulted in the firm having clearer insight into their client engagement hours and profitability.
Business Intelligence/Financial Reporting at USDM Life Sciences
USDM Life SciencesBusiness Intelligence/Financial Reporting at USDM Life Sciences
Jun. 2018 - Dec. 2019USDM Life Sciences is the leading global technology consulting firm focused on digital transformation, regulated and unregulated data management and compliance solutions for the world’s leading and emerging biotechnology, pharmaceutical and medical device companies. As Business Intelligence within USDM, I’m responsible for creating a data driven culture and helping to digitally transform life science and healthcare companies into super efficient, data compliant organizations. • Creating weekly and monthly reporting packages for Business Unit Leads, as well as for the monthly leadership meetings. Goal was to completely automate tabulation utilizing Microsoft’s BI stack to maximize time spent analyzing and telling financial story. • Worked with sales and staffing departments to develop 2019 budget reporting dashboard. Dashboard provides sales and staffing leads a daily snapshot of how they are performing compared to budget and prior year. Provides leadership a holistic view of how we are performing and interacting within target accounts. • Provided guidance and analysis to USDM’s internal delivery team regarding personnel calibrations. Developed reporting package that allowed Head of Delivery to quickly review consultant billings, assignments and client feedback. Vital in strategic workforce decision making and 2018 bonus decisions. • Provide guidance and on-going training to other USDM Business Intelligence users. Aiding other departments in becoming more efficient and effective in report creation and development.
Business Intelligence Consultant
HBR ConsultingBusiness Intelligence Consultant
Jan. 2017 - Jun. 2018Greater Chicago AreaConsult with law firms and law departments to develop business intelligence solutions that provide financial/operational metrics, as well as spend analysis. Provide analytical support to HBR’s consulting teams using technology based solutions. • Provided analytical support for major financial institution’s law firm consolidation effort. Computed and compiled over 200 RFP submissions. Provided client with a dashboard solution that combined historical vendor spend, geographic legal coverage, as well as overall RFP submission score. Client utilized dashboard to identify vendor consolidation opportunities and save $5M+ in on-going legal fees. • Led HBR’s Business Intelligence team evaluation and potential implementation of Microsoft’s Business Intelligence stack. Evaluation requires development of demos of Power BI’s Report Server, SSAS and SSRS. • Created new product for large multinational law firms P&L and reporting packages utilizing Power Pivot and SQL Server. On average product saved over 40 hours of analyst time monthly. • Managed/mentored HBR intern in implementing embedding Power BI into a new vendor management product. Aided in product design and technical expertise.
Financial Analysis/Treasury
GogoFinancial Analysis/Treasury
Dec. 2013 - Jan. 2017Chicago, ILWork with Treasurer and division Director to develop and institute monthly variance reporting of working capital and changes to free cash flow. Update, consolidate and present monthly reporting presentation highlighting monthly vendor payables/receivables and key performance indicators. • Designed $380M monthly cash forecasting model and reporting package. Automated forecast and consolidation using PowerPivot for over 8 different entities and 6 different currencies. Provides Treasurer with improved visibility to divisional cash burn, vendor receipts and distributions. Saved Gogo over $120K a year on comparable forecasting systems. • Utilize Power BI to analyze and create KPI dashboards for treasury and accounting departments. Created greater insight into weekly and monthly vendor spend and customer cash collections. • Provide commentary to senior management on changes within the cash conversion cycle compared to budget and forecast. Focus on product inventory and depletion levels along with product spend and collections. • Monitor $303M debt facility to ensure covenant compliance. Model various strategic scenarios to analyze how actions would affect cash balances and covenant baskets. Prepare monthly reporting package and accounting entries related to interest accruals and payments. • Aided in implementing $15M travel/purchasing card program. Worked on/lead interdepartmental implementation team to ensure program buy-in and a smooth implementation. • Lead Gogo’s Treasury Sarbanes Oxley audit team. Design and develop process flows to ensure separation of duties, audit compliance and proper documentation is retained.
Financial Planning and Analysis
ITS Technologies & LogisticsFinancial Planning and Analysis
Jan. 2013 - Jan. 2013Worked with CFO to develop and institute monthly reporting package that detailed KPI volumes, revenue, cost of sales and EBITDA. Update and consolidate monthly Board of Directors presentation. Collaborated with CFO to write monthly Management Analysis and Discussion Letter presented to Investment Group. • Develop $200M monthly/weekly forecast model and reporting package. Provides Regional Vice Presidents and CFO with improved visibility to divisional volume, revenue and month end cost estimates. Improving ability to manage work force and focus on cost over-runs compared to yearly/monthly Budget. • Led team in redesigning of month-end regional reporting package. Redesigned package provides Senior Management with fact based view of monthly and YTD financial performance. • Maintain yearly $200M Cash Flow model that tracks ITS’ ability to pay quarterly dividend to Investment Group and maintain bank covenants. • Redesigned annual planning and reporting models. Reducing update time by over 30% and improved accuracy and depth of information.
Financial Planning and Analysis
Follett Higher Education GroupFinancial Planning and Analysis
Jan. 2011 - Jan. 2013Oak Brook ILSupport senior management’s business decisions by providing quantitative analysis of sales, cogs, product margins and business cases. Work with Senior Vice Presidents and Regional Sales Managers to develop budget/forecasts and provide monthly reports detailing variances. • Maintain $200M text-rental pricing model used to forecast rental sales for all of Follett’s 900 retail operations. • Developed new budget review process, improving budget accuracy, monthly sales spreads and reduced input time. • Created monthly product variance reporting for all 900 stores and 8 product categories. Allows Regional Sales Managers the ability to improve sales and margin numbers by focusing on underperforming stores. • Provided financial analysis on expansion plans, including new lines of business and increased warehouse space.
Financial Planning and Analysis
Navigant ConsultingFinancial Planning and Analysis
Mar. 2008 - Sep. 2012Work with Business Consulting Services’ controller to provide quantitative and strategic analysis used by division President to evaluate Navigant’s monthly, quarterly and yearly performance. Generate ad hoc reports for President/Controller; routinely providing additional insightful analysis that drives to heart of issue enabling consumers the capability to make timely business decisions. •Designed and update monthly business profitability metrics for all of Navigant. Provides senior level executives monthly performance scorecard for each of Navigant’s 13 practice areas. Used to improve overall company margins and to track and compare practices’ performance on 13 vital statistics. •Consolidated $146M quarterly budget forecasts. Providing BCS controller and president with a concise snapshot of the divisions projected financials. •Update work in process and accounts receivable report weekly, allowing practice area leaders to better manage monthly accounting reserves. •Developed Excel based Consultant Bill Rate analysis that allows senior management to better monitor project profitability and employee utilization for all of BCS division. •Regularly develop research tools using Excel, Essbase, Business Objects and Cognos to greatly enhance quality of ad hoc reports and decrease overall time needed to update weekly and monthly reports.
Accounting Analyst
The Boston Consulting GroupAccounting Analyst
Jun. 2004 - Mar. 2008Assisted 30 officers manage over 40 client engagements by performing ending work-in-progress forecasts, budget variance analysis, and invoicing reminders. Compile and perform year over year analysis on $17M annual and quarterly cost budget estimates for Chicago office. Produce monthly financial presentations for Chicago officers analyzing office revenues, priority client billings and client investments. Provide cost center mangers with monthly budget variance analysis allowing them to evaluate the office’s monthly, quarterly and yearly performance.

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