Warner Music Group- Lead Tableau Visualization Developer

February 2022-Present

• Responsibilitieses include working with Warner Chappell (music publishing) department heads to gather requirements, and show them the art of the possible.

• Worked to create multiple dashboards Including- Artist Income Statements, DSP Charting data, Deal Audit, &. Work Audit Dashboards

• Tableau Admin for Publishing side of business, providing worldwide support and training of end users

• Responsible for Security and maintaining users.

• Created Tableau Prep Flows to automate data process aggregation and cleansing.

Mayo Clinc Rochester- Lead Tableau Visualization Developer (Multiple Engagements)

• Responsibilities include working with Cancer Center leads to create Tableau Dashboards

• Aide in collaborative visual requirements based on feedback from Mayo Cancer Center Physicians

• Work with the Data Architect and Data Modeler in pulling appropriate data fields and tables from source data to generate multiple disease group- specific dashboards

• Presentation of Dashboard functionality during each monthly report out of Disease Groups

• Assist in creating data needs for team (along with Data Modeler) as needed (ex- creating a report for team to identify instances of CPT usage for specific ICD-10 codes to help define each Cancer Disease Group.

NYC H&H- Lead Tableau Visualization Expert

April 2022-August 2022

• Worked with NYC H&H to help them track COVID-19 patients throughout their hospital system. Helped them reformat and optimize current COVID-19 dashboards to a level that could be presented to the general public.

• Worked with team to standardize the look and feel of all dashboard design.

Memorial Health Systems- Lead Tableau Developer

December 2021-April 2022

• Worked with MHS to establish a Labor Reporting Tableau Dashboard. This reporting dashboard was used to track various KPI metrics including (nurse to patient ratio, productive and non-productive hour ratios, productivity index and correlation indexes).

Vulcan Materials- Lead Tableau Visualization Developer

January 2021- June 2022

• Worked with Analytics team to develop dashboards based on KPI’s. When I started they didn’t have any complex Tableau reports, they were using Tableau like Excel. I helped them understand the power of Tableau and made Tableau the standard for the finance department.

• Helped them establish reporting standards so that reports were uniform.

CAIS- Lead Tableau Developer

June 2021- December 2021

• Worked with CTO to create connections to Salesforce data

• Created Fund reports for Plan performance

• Helped with “bake-off” of Tableau vs. Power Bi

Wellspan Health- Lead Data Visualization Developer

January 2021- June 2021

• Worked with Wellspan to reimagine their current state MS Power Bi dashboards. This involved a deep dive into their current practices and providing data visualization best practices. Also involved establishing dashboard templates for all future dashboard design

• Worked with team in real-time to develop COVID-19 vaccine tracking dashboards that allowed them to see what the composition of patients that were receiving vaccinations. (race, ethinicity, gender, reasons for opting out)

ArtLab – Lead Tableau Developer

April 2020- September 2020

• Worked with ArtLab to help them disrupt the high value art industry through designing the graphs for our bespoke assessment reports. The audience of thiswork was large players in the global fine art market.

• The role will involved working alongside their data scientist to create a set number of graphs from their proprietary database into Tableau, using pre-defined style codes of our brand identity.

• This role required the graphs to be exported from Tableau into a pre-defined Adobe InDesign template in the highest possible quality.

• Used Tableau Prep to help manipulate the data from 28 varied data sources.

Mayo Clinic Cancer Center - Lead Tableau Developer

November 2019-April 2020

• Worked with Cancer Center leads to create Tableau Dashboards, aide in collaborative visual requirements based on feedback from Mayo Cancer Center Physicians, and work with the Data Architect and Data Modeler in pulling appropriate data fields and tables from source data to generate multiple disease group- specific dashboards.

• Developed and delivered monthly presentations of Dashboard functionality.

• Assist in creating data needs for team (along with Data Modeler), as needed (e.g., create a report for team to identify instances of CPT usage for specific ICD-10 codes to help define each Cancer Disease Group).

PDT Partners - Lead Tableau Developer

June 2019-December 2019

• Worked with HR department to create year end employee evaluation process using historical data.

• Due to contractual limitations this is the most that I can disclose of the work that was done for this client.

Carnegie Dartlet - Tableau Consultant

February 2019-September 2019

• Worked closely with internal teams and external clients in the creation, launch, maintenance, and enhancement of Tableau dashboards.

• Worked to fix existing internal and client-side dashboards to help assist in deriving marketing insights from data through on-demand, live dashboards.

• Resposible for full lifecycle design and develop of Tableau reports and dashboards

• Collaborated closely with in-house development and database teams on data-driven product solutions

• Lead enhancement and product development discussions to continually innovate reporting and analytics

• Coordinated multiple client requests and project activities at any one time to ensure accurate, timely and efficient reporting and analysis

• Created custom dashboards as needed based on client requests and needs

• Supported user license and access management

Sentara Health - Tableau Data Visualization Consultant

February 2019-April 2019

• Worked with DBA to create custom views that allowed for multi level drill by Hospital location and by Patient address.

• Imported Mapbox map details into Tableau to allow for street level analysis of patients and where they were going for treatment.

• Worked with key stakeholders to generate multiple dashboards that allowed them to gain a greater understanding of what the demographic makeup of their population.

• Trained new tableau user on how to use Tableau and how to maintain the dashboards that I created for them. Demonstrated how to use Tableau's security features to ensure security for each dashboard.

AQR - Tableau Data Visualization Consultant

October 2018-March 2019

• Worked as one of ten Tableau Administrator’s as a lead for the Trading desk.

• Provided trading team trade execuation data in a near realtime environment.

• Due to contractual limitations this is the most that I can disclose of the work that was done for this client.

CVS - Tableau Data Visualization Consultant

February 2018-June 2018

• Served as a Tableau Developer for multiple custom Tableau Dashboards for CVS’s Loyalty Program (Extra Care Card).

• Met regularly with marketing analysts to translate the results of the data into visually effective dashboards to show the effectiveness of marketing offers.

Mass Mutual - Tableau Solutions Architect

August 2017-December 2017

• Served as an Tableau Architect for the Finance Department

• Worked with the Finance Department to impemented new processes for extracting data out of Oracle Essbase and leveraging Alteryx. This new process was able to reduce the original prococess using MS Excel and MS PPT files to report Monthly Expenses, which took 7 business days to complete, into a one day process.

Comcast - Tableau Data Visualization Consultant

December 2016-June 2017

• Served as a Tableau Developer for multiple custom Tableau Dashboards.

• Enhanced and maintained current Tableau Dashboards.

• Supported the development of Tableau visualization standards for Comcast’s CDMi department.

• Role required working with end users to help them understand what data is available and what is the best way to display that data.

• Served as a Tableau Administrator on the CSBO Tableau Server.

Purchased - Tableau Data Visualization Consultant

April 2016-July 2016

• Served as a Tableau Developer for multiple custom Tableau Dashboards.

• Developed dashboards that were built into a wrapper and served as the main point of entry for customer facing client survey statistics dashboard. Role requires him to provide guidance on visualization best practices, create stunning custom data visualizations and provide on-going support for English, French Canadian, and Japanese versions of dashboards.

Pitney Bowes - Tableau Solutions Architect

February 2016-June2016

• Serve as the Solutions Architect for an ongoing transition from IBM Cognos to a blended solution of IBM Cognos and Tableau.

• The IT department had recently rolled out Cognos reports that were intended to provide “Self Service BI” but the end users were only using the reports as an extraction tool to do real reporting in MS Excel.

• Analyzed the current reporting environment and developed use cases for the end users. Through the use of prototypes, worked with the business users to change their mindset on how dashboards should be created.

• Provided end user training.

Forager - Tableau Data Visualization Consultant

April 2016-May 2016

• Served as an advisor for an in-development customer facing Market Analysis Product.

• Forager is using Tableau with a custom wrapper to present their customers with Social Media Metrics.

• Reviewed their current offering and made suggestions based on Visualization best practices.

Slalom Consulting July 2013 – February 2016

Johnson & Johnson - Solution Architect, Tableau Implementation

• Served as the Solution Architect to stitch together multiple MS Excel Reports to create a usable source for Tableau Report creation.

• Used Story Mode to replace monthly Power Point Reports.

• Provided user training.

Cigna - Solution Architect, Tableau Implementation

• The Total Health & Network (TH&N) department had a very manual process in which they collected multiple MS Excel reports and spent 40 hours a week each month trying to reconcile. Worked with Cigna team to provide a solution that reduced the effort involved down to a few hours each month.

• The Business Intelligence department had recently rolled out reports using Cognos with limited utilization from the business. Served to review the current reports and dashboards and provide alternative views and layouts. Curtis worked to identify when it was necessary to use a more visual tool such as Tableau and when it made sense to use Cognos.

• Provided training and managed a team of users to develop the dashboards and deliver them within a IT driven release schedule.

• Worked with customer on overall vision for dashboard layouts.

• Successfully migrated customer from Cognos BI to Tableau. This involved migrating multiple reports into consolidated dashboards that allowed for easier decision making.

• Created Executive Dashboard that allows Executive team to easily identify areas of focus.

Forethought Insurance - Solution Architect, Tableau Implementation

• The Pre-Need Division was on a legacy version of Cognos Powerplay and they needed new enhanced visualizations that the legacy tool could not produce. As Solution Architect, managed Software Installation, Model design and Creation of multiple reports to be disbursed through a portal to the customers’ clients.

• Worked with customer on product selection. This involved understanding the business need and suggesting which BI tool was best fit.

• Successfully migrated customer from Cognos Powerplay to Tableau. This involved migrating multiple reports into consolidated dashboards that allowed for easier decision making.

Insurance - ODS Implementation & Production Support Projects, Project Manager

• Served as a Production Support and Operational Data Store PM role.

• The Insurance Data Mart (IDM) Initiative implemented Microsoft Excel Slicer reports for the Strategic Analytics team relying on data from multiple sources including Scoring data and Webapp/Rate Disk Source Data. This process involved setting up multiple staging databases that fed into a Data warehouse utilizing stored procedures.

• Developed, implemented, and executed a process to ensure proper application installation & configuration of the customized Microsoft Excel Report application prior to users having attend training sessions

• Supported identification of best practices and lessons learned in requirements definition & gathering, development, infrastructure, and production support areas for the implementation of the Operation Data Store.

• Provided input and guidance to senior leadership through Release Planning sessions

Lodestar Solutions Septmeber 2011 – June 2013

Northeast Regional Sales Manager

Responsible for Business Development across the IBM Cognos Software Stack. This includes heavy use of social media, creating and executing value added webinars, quickly learning new software offerings and creating and strengthening lasting customer relationships.

Accounts – Blue Cross Blue Shield Tennessee, Pfizer, The Hartford, Cigna, Alere, Huntington Ingalls

• 2011 Sales $1 Million 100% of budget

• 2012 Sales $1.3 Million

• 2013 pipeline of $2.2M.

Blue Line Planning Septmeber 2005 – August 2011

Northeast Regional Sales Manager

2010 to 2011

Responsible for Business Development across the IBM Cognos Software Stack. Leveraged preexisting client relationships and collaborated closely with IMB sales representatives to build business related to business anlyitcs consulting for Blue Line Planning.

Accounts – Blue Cross Blue Shield MA, Pfizer, The Hartford, Cigna, FM Global, ING, Avid Technologies

• 2010 Sales 1.5 Million 150% of budget

• 2011 Sales of $900k, 100% of budget

Cognos TM1 Architect- IBM Cognos Consulting Partner

2005-2010

Responsible for creating and maintaining customer relationships for multiple fortune 500 companies. Managed software implementation for multiple clients, involved full life cycle project management, from assessing customers’ needs all the way through ensuring customer satisfaction after project was completed.

Client: Multiplan, New York City, NY

Duration: December 2009 - February 2010

Environment: Cognos TM1 v 9.4

Project: Leakage, EDI and Usage TM1 Cubes

Role: TM1 Architect/ Developer

Responsibilities Included:

• Architectural design, development and successful implementation

• Created three new TM1 models to collect Leakage, EDI and Usage Data

• Models involved daily, weekly and monthly data loads using Crystal reports

• Created TI process to handle multiple line source data aggregation into single record for TM1 load.

• Business requirements elicitation, analysis and documentation

• Worked with BI implementation team to structure TM1 cubes in such a way to facilitate BI Reporting requirements (nodes)

• Created TM1 Rules to support an assortment of key performance measures.

• Project planning and management

• End user training, mentoring and support

Client: Arch Insurance Group, Jersey City, NJ

Duration: August 2009 - November 2009

Environment: Cognos TM1 v 9.4

Project: Reinsurance Application

Role: TM1 Architect/ Developer

Responsibilities Included:

• Project planning and management

• Business requirements elicitation, analysis and documentation

• Judicious use of TM1 Rules for derived, on-demand calculations, while keeping model dynamic and low maintenance.

• Extensive use of Turbo Integrator to dynamically update Hierarchies, Subsets, Attribute Values and Cube Views, manipulate and calculate cube values, and customize models to unique requirements and business rules.

• Built Excel templates to illustrate use of dynamic reporting with TM1 Excel Functions

• Responsible for all TM1 operations including design for cubes and dimensions along with automation of processes such as data import and balancing.

• Worked with BI implementation team to structure TM1 cubes in such a way to facilitate BI Reporting requirements (nodes)

• Created complex TM1 cubes to facilitate reinsurance calculations at the individual policy level.

• Created TM1 process to facilitate proper allocation of revenue and expenses down to the individual policy level.

• Created user friendly Excel interface with Active Forms and buttons to simplify processes and business rules

Client: Boston Medical Health Net Plan, Boston, MA

Duration: May 2009 - August 2009

Environment: Cognos EP v 8.4

Project: Annual Budget, Forecasting Model

Role: EP Architect/ Developer

Responsibilities Included:

• Organized and Managed upgrade from Cognos EP version 7.3 to 8.4

• Project planning and management, business requirements elicitation, analysis and documentation

• Architectural design, development and successful implementation

• Successfully migrated 4 existing models from version 7.3 to version 8.4

• Automated manual data loading processes using Cognos Manager Screens and newly created macros

• Created new data load procedure that reduced data loads by 30%

• Worked with BI resource to create cubes that were easily transferred into Cognos BI Reports

• Created 3 new Applications (IT budgeting model, Forecasting model, Marketing Expense model)

• Performed customized training on site based upon the individual employee needs

• Successful Knowledge Transfer and Hand Over to in-house staff

Client: Pfizer, New London, CT

Duration: April 2009 - May 2009

Environment: Cognos EP v 7.3

Project: Annual Budget, Forecasting Model

Role: EP Architect/ Developer

Responsibilities Included:

• Project planning and management, business requirements elicitation, analysis and documentation

• Created new Assignable Forecast model consisting of 2 libraries ( Assignable Forecast and Assignable Forecast Staging)

• Created data load process for Actuals

• Created Admin links to populate existing models with data collected in Assignable Forecast Model

• Create Power Play reports for newly created model

• Performed customized training on site based upon the individual employee needs

• Successful Knowledge Transfer and Hand Over to in-house staff

Client: Interbrand an Omnicom Group Company, New York City, NY

Duration: March 2009 - April 2009

Environment: Cognos EP v 8.4

Project: Annual Budget, Forecasting Model

Role: EP Model Review

Responsibilities Included:

• Project planning and management, business requirements elicitation, analysis and documentation

• Provide technical design critique of existing solution and identify where and how to improve

• Made model adjustments to facilitate Cognos BI 8.4 implementation

• Technical leadership role

• Performed customized training on site based upon the individual employee needs

• Successful Knowledge Transfer and Hand Over to in-house staff

Client: Pierce Promotions an Omnicom Group Company, Portland, ME

Duration: December 2008 - February 2009

Environment: Cognos EP v 8.1

Project: Annual Budget, Forecasting Model

Role: EP Architect/ Developer

Responsibilities Included:

• Project planning and management, business requirements elicitation, analysis and documentation

• Created 4 new applications (Client Profitability, People, PL, Resource Plan)

• Met with management to assess current situation and provide the proper solution

• Worked with BI resource to create cubes that were easily transferred into Cognos BI Reports

• Automated manual data loading processes using Cognos Manager Screens and newly created macros

• Performed customized training on site based upon the individual employee needs

• Successful Knowledge Transfer and Hand Over to in-house staff

Client: Walt Disney Home Entertainment, Hollywood, CA

Duration: February 2008 - November 2008

Environment: Cognos EP v 8.4

Project: Annual Budget, Forecasting Model

Role: EP Architect/ Developer

Responsibilities Included:

• Project planning and management, business requirements elicitation, analysis and documentation

• Worked with team of 15 consultants to create multiple Cognos EP Applications and BI Reports

• Worked to create Ultimates model which tracks DVD, Mobile, Blu-Ray & VHS sales of over 5,000 movie titles over a ten year life span.

• Extremely large data set required custom solution to overcome size issues.

• Performed customized training on site based upon the individual employee needs

• Successful Knowledge Transfer and Hand Over to in-house staff

Client: Thompson Reuters, London England

Duration: November 2007 - January 2008

Environment: Cognos EP v 7.3

Project: Install Thompson Cognos Models in Reuters environment before planned merger

Role: EP Architect/ Developer

Responsibilities Included:

• Project planning and management, business requirements elicitation, analysis and documentation

• Migrated 4 models from Thompson Financials environment into Reuters environment.

• Worked with BI resource to ensure models would work with newly created BI environment

• Project required multiple trips to London

• Performed customized training on site based upon the individual employee needs

• Successful Knowledge Transfer and Hand Over to in-house staff

Client: MetLife Insurance, Warwick,RI

Duration: September 2007 - November 2007

Environment: Cognos EP v 7.3

Project: Annual Budget, Forecasting Model

Role: EP Architect/ Developer

Responsibilities Included:

• Project planning and management, business requirement elicitation, analysis and documentation

• Created 2 applications consisting of 10 Cubes each. One for user input and the other as a CEO Sandbox

• Models were created to track Annual Policy %, Renewal Persistancy input, Retention-Persistency, Sales Factors, and Year End Premiums and Losses.

• Models were very calculation intensive, with only 4 lines for user input.

• Extremely large data set required custom solution to overcome size issues.

• Performed customized training on site based upon the individual employee needs

• Successful Knowledge Transfer and Hand Over to in-house staff Technical leadership role

Client: Rapp Collins an Omnicom Group Company, New York City, NY

Duration: July 2007 - September 2007

Environment: Cognos EP v 7.3

Project: Annual Budget, Forecasting Model

Role: EP Architect/ Developer

Responsibilities Included:

• Project planning and management, business requirements elicitation, analysis and documentation

• Created new Cognos Planning application to track sales

• Technical leadership role

• Performed customized training on site based upon the individual employee needs

• Successful Knowledge Transfer and Hand Over to in-house staff

Client: CR Bard, NJ

Duration: May 2007 - June 2007 (as requested)

Environment: Cognos EP v 7.3

Project: Annual Budget, Forecasting Model

Role: EP Developer

Responsibilities Included:

• Annual EP model maintenance including updating existing d-lists and creation of new d-lists based upon changing client requirements

• Technical leadership role

Lafarge North America June 2001 – October 2005

Leading Construction Materials Manufacturer

• Sept ’04- Oct ‘05 Financial Analyst

• Feb ‘03 – Sept ’04 Group Reporting Specialist

• Aug ’01-Feb ‘03 Systems Analyst

PrimeShot.com June 2000 – June 2001

Startup Internet Services Company

Senior Accountant

Wartsila NSD North America May 1998 – June 2000

International manufacturer of diesel engines and power plants

Staff Accountant

EDUCATION

University of Pittsburgh, Pittsburgh, PA

BS Accounting/ Minor: Economics Graduated April ‘98

CERTIFICATIONS

• Tableau Desktop Qualified Associate 9.0

• IBM Cognos Mid-Market Sales Certification

• IBM Cognos SPSS Sales Certification

• IBM Cognos General Business Certification

• Cognos Enterprise Planning 7.3 Certified 01/05/06

• Cognos TM1 Developer Certified 1/5/10

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