Maxwell Lay - CEO, LayAnalytix

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Work Background

Pantheon VenturesBusiness Intelligence Engineer

Jul. 2022London, England, United KingdomAs an integral member of the highly skilled data and BI team at Pantheon, a leading private equity firm, I have had the opportunity to use advanced technologies to produce detailed reports and solutions for various business sectors. My role has contributed to ensuring our team’s work aligns with the firm’s strategic objectives and vision. •Spearheaded and successfully executed numerous significant projects from inception to completion, collaborating closely with the VP of BI and Head Of Data & BI. •Designed, optimised, and deployed reports, dashboards, and paginated reports using Power BI, Power BI Premium/Fabric. •Utilized external tools such as DAX Studio and Tabular Editor PRO extensively to guarantee superior data visualization, performance, CLS, RLS, and user experience. •Developed automation workflows using Power Automate. •I have had the opportunity to work with a variety of technologies, including Azure SQL Server, On-Premises SQL, Databricks, D365 CRM, DataLake, and Fabric. •Championed the adoption of new technologies and innovations, such as Power Automate AI models, Copilot for Microsoft 365 and Fabric.

Content+CloudBI and Reporting Consultant

May. 2021 - Jun. 2022London, England, United KingdomBI and Reporting Consultant for this highly accredited “Microsoft Top 50 Partners” IT services provider. Based within the Business Applications team, I work closely with, but not limited to, the ERP team to deliver BI reporting solutions to clients on Dynamics 365 Business Central and Dynamics 365 Business Navision using Microsft Power BI and Jet Reports. •Expert Power BI developer including Power BI Report Builder with extensive knowledge on licencing and Power BI Premium subscriptions. •Highly experienced on ETL Process, Power Query, Data manipulation, and best practices for data modeling using Star and Waterfall schema designs. •Experienced in creating Power Automate flows to automate business processes. •Proficient in writing complex DAX measures to achieve all business analysis needs. •Troubleshooting performance issues on existing client reports, often using DAX Studio for the analysis •Design pipelines, manage workspaces, create apps and dashboards, set Row Level Security •Designed and provided training on Jet Reports – an excel enabled add-on for Dynamics ERP systems.

NAOS GROUP (UK) LIMITEDFinance & Administration Coordinator

Jun. 2019 - Apr. 2021London, United KingdomBased in the Finance department for both the UK and Ireland affiliates of an SME Dermacosmetics company that held a wide scope of tasks in four key areas being: Finance and Accounting, Business intelligence, Supply Chain, and IT. • Assisted Finance Manager with 2 brands across UK & Ireland. Responsible for monthly closing of accounts and publishing P&L to HQ using Essbase. • Leveraged the use of Microsoft Power BI to convert raw data into easy-to-read dashboards, detailed flowcharts & visual guides for better decision making. • Maintained and built various databases such as Sales Ledgers, PowerBI feeder files, order forms with product and customer information. • Maintained, updated and offered solutions on the Cloud base logistics software (MARPACS) • Gathered, recorded and published monthly sales information through Essbase (MDBMS) to HQ. • Worked with Head of Departments during the annual Business review planning (3-5 Years). • Created claims process monitor to help recover aged debt keeping DSO in-line with HQ requirements. • Trained colleagues on Excel file/Cloud based systems, ensuring consistent, accurate transfer of knowledge that led to greater organisational productivity.

Urban Food FestFinance Administrator

Feb. 2019 - Jun. 2019London, United Kingdom• Reported directly to the business owner to support and ensure a timely and accurate preparation and presentation of financial information and communication to all relevant stakeholders. • Set up the use of accounting software, Xero, and integrated all previous financial transactions into the new system. • Recognised for a good understanding of complex risks and accurate articulation of those risks.

EQ-FINFinancial Advisor

Mar. 2018 - Feb. 2019Johannesburg Area, South Africa• Analysed a variety of investment portfolios and presented recommendations to clients to satisfy their needs in line with their risk profile. • Used CRM software to manage and revise the client's complete financial portfolio on an ongoing basis. • Liaised with in-house investment/risk specialists, and stayed current on economic issues. • Understood investment data and communicated that information to clients with no investment knowledge.

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