Power Bi Sql Server

Joao Alfredo Oliveira

Trilingual: Spanish – English – Portuguese

**************@*******.*** – 305-***-****

***** ** **** ****** – Miami – FL – 33179

Professional Experience – Power BI (Microsoft) – Cognos(IBM) “Expert” – Hyperion(ORACLE)

TwinStarHome

SQL Server to Power BI Cogito Slicer Dicer - Customer Sentiment - SQL Sep 2023 to Current Date

Created 138 dashboard/scorecards/reports/paginated reports within 6 months of placement from P&L, BS, CF, Sales, Distress Revenue, Inventory, Forecasts, to Analytical Rates, Ratios, Quantitative, Qualitative, and other specific reports.

Validated all Data sources tables and views to the lowest level (Transactional data). Applied RLS to all reports based on matrix provided and verified all reports are within Corporate standards.

St. Augustine University

Snowflake to Power BI SQL - Mar 2023 to Sep 2023

Validation of data loads from SAGE to Snowflake to be used for Power BI reporting. Trial balance creation with historical data (5 Years) validated all years except 2023 Q1. Created a detailed power BI Matrix to identify each account balance for Finance dept to resolve out of balance issue.

Created automation of Allocation (Funds) per Entity, Locations, Departments, Accounts for next 5 years using 100% of available Allocation values validated within requirements with validation report including exceptions.

All Clear – Aerospace & Defense.

Cognos Analytics to power BI Jun 2022 to Feb 2023

Development of reports from audit table to analyse turnaround time for sale conclusion by tier, region, etc. Creation of Customer Order Process reporting tool for proper identification of bottle neck tasks and processes. Adjusted issue from deleted namespace and existing users still active and using licenses corporate wide. Adjusted all 400+ reports schedules to run properly and timely.

Created Power BI solution to replace all reports in Cognos self-service solution design, development, implementation, and training.

RBI -Restaurant Brands International. Miami FL Oct 2021 to Feb 2022

Power BI Analyst & Developer - Power BI – AWS - Workbench - Tableau

Modified queries, dashboards, and scorecards (KPI, Filters and calculated measures, etc…) including SQL rewriting for performance purposes.

Created Power BI Datasets/Dashboards/Scorecards for all brands (Popeye, Burger King, and Tim Hortons) around the globe including scorecards and dashboards development with very complex KPI’s (Satisfaction-Revisions-Speed of Service and many others). Direct connect to AWS (Amazon Redshift and S3) and live reporting from different data sources. Performance increased dramatically from minutes to seconds when running reports.

Visa LAC -Latin America and Caribbean. Miami FL Jan 2020 to Oct 2021

Visa Analytics Platform Manager - Power BI- MicroStrategy – Radar Customer Adoption

Created Power BI reports from user prospect value to report on penetration rate by country, bank, product, etc.

Distribution and Training of VAP Visa Analytics Platform product across all Latin America & Caribbean Banks and other Visa Clients. Dashboards and Reports creation and Ad Hoc real time analysis with client facing online training. Visa is the largest credit card processor in the planet exceeding petabyte data.

Next Era Energy -FPL. Jupiter FL. Jul 2019 to Jan 2020

Cognos Replacement Project - Cognos to Power BI & Azure

Replacement of Cognos solution of 60k plus existing reports using Power BI and SSRS.

Informatica PowerCenter 24/7 support version 9.6.1 – Control M monitoring.

Analysis reduced 60k reports to around of 208 divided in 4 categories with summary dashboard with drill through to detailed reports by user criteria.

Modified ETL -Informatica scheme- to adjust properly the many to many cardinalities from source tables to include all cases/instances from single order to details plus components.

Seminole Tribe of Florida – Hollywood FL. Mar 2019 to Jun 2019

Hyperion Administrator (Planning.) VBA Expert (Automation)

Created an automated validation between Lawson source application and Hyperion planning.

Excel Smart View automation for over 4k accounting units for Budgeting FY20.

Extended forecasting and budgeting capabilities to 2030.

Designed Forms and adjusted existing processes, reduced redundancy with better performance.

Developed fully automated creation of the Budget Book 2020.

Royal Caribbean Cruise Lines RCCL – Miami FL. Oct 2018 to Jan 2019

Director Enterprise Transformation - Power BI Developer - Azure

Improved Power BI reports and created non-existent KPI’s for measuring statistical data compared to revenue.

Improved visualization and member correlation through widgets comparison.

Design and develop BI delivery internally and for ships as per voyages.

METLIFE - Tampa FL. Jul 2017 to Oct 2018

Senior Business Intelligence & Analytics Engineer - Cognos -Power BI

Created Tableau reports from Jira Ticketing system to allow capacity management.

Design and develop Cognos Financial Management Solutions for corporation and customers with a self-service reporting capability.

Implement business rules and designed metadata structures and on demand dashboards/ scorecards.

Write queries SQL against server tables to populate data items in repot studio to create dashboards & scorecards.

Design and develop BI Solutions for corporations and customers.

Implement BI solutions using Cognos IBM for live, on demand dashboards and scorecards.

Manage Intake requests from 100’s of Business Partners on 70K plus customers from various markets and segments.

Provide on demand self-service tool/scorecards/dashboard where applicable.

PROCESSMAP - Sunrise FL Mar 2015 to Jun 2017

Senior Software Engineer - Business Intelligence & Analytics – Cognos 10.2.2 - Cognos 11

BI over SAS (Native Application)

Designed and developed BI Solutions for EH&S(Environmental Health & Safety) for different modules as Incident Management, Integrated Incident & Claims Management, Behaviour Based Safety (BBS), Risk Assessment Management, Chemicals & MSDS Management, Industrial Hygiene, Sustainability Performance Management, Audits Management, Activity & Action Item Management on a global basis.

Implemented interactivity for global users for live, dimensional data access in order to facilitate (Drag and Drop) members to create widgets, dashboards/workspace(advanced) and reports to view and evaluate live data including multiple POV (Point of Views) from data perspective for different markets as Utilities and Mining, Financial Services, Retail, Government(Local & Central) Freight & Logistics, Services, Healthcare and Charities, Manufacturing and Distribution, Education, Print and Packaging, Transport, IT and Telecommunication

SHERIDAN HEALTHCARE - Sunrise FL Aug 2013 to Feb 2015

Senior Database/Financial Analyst/Report Writer – VBA (Automation), Essbase & Hyperion FR

COGITO Slicer Dicer using a variety of different measures, including totals, percentages, averages, variance, maximums, and minimums.

Essbase and Hyperion FR Reports development (P&L -BS - By Specialty - Revenue detailed analysis- Statement of Operations - Rolling Balance - Performance trend - etc.…).

Implement variation analysis by individual business Units (By location/Region/State/Market & Specialty).

Data Validation from Lawson to Hyperion Cubes - Planning (BSO) Actual (ASO).

MASTERCARD Worldwide - Miami FL Mar 2013 to Aug 2013

Implementation of System Integration for LAC (Latin America & Caribbean) operations.

Access Database Implementation for all LAC (Latin America & Caribbean). Excel/VBA to create reports.

Responsible for successfully execute project to ensure consistency with company standards & policies.

Identify & design business solutions for the project.

Provided recommendations that fit the business needs. Created diagrams representing project context, solution design, & process flows as well as detailed reporting capabilities on all levels.

Partner with the Director of Operations to identify/Design appropriate solutions.

Provide management expertise throughout entire project.

FDOT (Department of Transportation) - Boca Raton FL Mar 2012 to Feb 2013

Senior Financial Analyst - Oracle 11g - Cognos BI - Report Studio

Construct departmental perspectives that bear referential integrity and consistency with master data constructs based on validations and business rules that enforce enterprise governance policies. Synchronize master data with downstream systems including business intelligence (BI)/enterprise performance management (EPM) systems, data warehouses and data marts.

Complex reports including – UTC Conversion – Net Billed Rate – Legislative – Aging – Running Average per Billing Cycle – Personal & Commercial Accounts and In State & Out of State Accounts.

Total number of newly created report was 31. Each report was developed in Summary, Detail and Ad-hoc.

Maintain production reports and schedule bursting to specific network location including security rights.

OFFICE DEPOT - Boca Raton FL Aug 2011 to Feb 2012

Senior Systems Analyst/ Developer SDLC (Oracle 11g EPM (MDM, FDM), Hyperion 9.3.1(HFM),

Oracle Hyperion Data Relationship Management - Create all SEC reports using Reporting Studio.

True consolidation worldwide using Hyperion as consolidation tool (HFM), Validate DEV database into PROD.

Create FDM VB Business Rules and Scripts to populate accounts using HFM Rules Editor.

Create & Load mapping from all systems data flow and relationship management surrounding the EPM applications (SAP, JDE, ESSBASE, MPC, TOPDOWNPLANNING, and ESSBASE PLANNING & ORACLE).

Create all SEC reports from resident data in HFM and maintain/update all data sources.

Create financial reports using HFM Reporting Studio (Balance Sheet, BS Variance, Profit & Loss, P&L Variance (current year vs. prior year) by LOB (Line of Business, Retail Level) by Country.

Create variance analysis from international rates in one report from three different systems (MPC-ESSBASE-HFM) using reporting studio.

Create 48 basic reports (P&L, BS, TB, CF & others) including 300+ analytical dynamic reports.

AIRGAS, INC - Fort Lauderdale FL Feb 2011 to June 2011

Financial Analyst System Developer (IBM - COGNOS)

Create/Update and maintain Segmented Database

Create reports in Cognos 8.3 Business Intelligence using Report studio from segmented database. Analyse and verify segmentation process to ensure proper alignment with financial data.

Create Ad-Hoc reports and Monthly reports using Excel (VBasic) to automate reporting on detail level with drill downs including Region/Segment/Ship-to-City/State with product level and sub-level (Category and Product description).

Produced large amounts of financial and analytical reports for Following Segments:

Government - Construction - Medical - Retail - Chemicals - Refineries (Petroleum) - Energy -Food & Beverage Laboratory (Universities-Colleges-Commercial Labs -Technical Schools) - Aerospace and Defence - Materials & Conglomerates - Metal Production and Fabrication and Others…

Created Monthly distribution of Month-End reports to the various levels of the corporation.

TYCO - Pharma & Imaging (Latam & Canada) - Miami FL Jun 2010 to Oct 2010

Database Analyst

Implementation of Hyperion System to consolidate LATAM (Hyperion & Planning)

Created Initial structure to populate ESSBASE including Accounts (GL), Dimensions (Time, Measures, Country, Product, Department, Headcount, etc.

Implementation of S&OP Project - Demand Plan (Great Plains) and Cognos Global consolidation JDE database. Overall management of project identifying opportunities and escalating to upper management.

Analyse product sales trend and post sales opportunities; identify potential sales by regions analysis of buying patterns. Optimize inventory turnover.

Developed Region's (Latin America) BI reports within Cognos 8.3 environment including Drill UP and Drill Down as well as Analysis (FX Impact) using Analysis Studio, Query Studio and Report Studio.

Created BUDGET for FY2010 - FY2011 - FY2012 - FY2013 for all systems: DEMAND PLAN - COGNOS - JDE - HYPERION - ESSBASE

Develop SALES REPORT FORECAST report on a weekly basis (Consolidated)

RICOH Latin America - Weston FL Aug 2009 to Feb 2010 Implementation/Development/Systems IBM Cognos Specialist

Implemented Cognos program and procedures for financial consolidation of 13 countries and 20 subsidiaries/distributors.

Change the complete LATAM COA (Mapping) to match RLA COA and added GL Account Codes as needed to properly roll data over to GL and also to populate Ricoh America's Business Plan.

Created SQL stored procedures to collect data from OLTP to populate database (Views and Cubes) including (VBA).

Propose modification the company structure as dimension (Company/Departments/Product) agreed by upper management as new system were much more efficient and summarized. Drill downs were also available to lower accounting levels.

Ad Hoc reports (Currency Rate/Product Procurement, etc.) to specific issues related to financial data received from 20 companies in 13 Countries.

Created over 400 financial and analytical reports on the next day of closing and posted to intranet for review and performance analysis. Created drill downs by channel, by department, by product, etc.

Improved accuracy of the Information system from existing excel spreadsheets into a complex database driven system with efficiency and reducing time while saving costs. And much more…

Consulting work from 2008 through 2009 Including DHL - MUDEUSA & Others

Shutts & Bowen LLP - Miami FL Feb 2005 to Jul 2006

Database Analyst / Report Writer

Financial Report Writer, IT Software Maintenance and User support, Automation of Reporting Functions, Implementation and Administration of Software for all departments.

Verification and Analysis of systems database including HR department data (Payroll) using Crystal Reports and ADP (Report Smith) third party processing for reporting purposes.

Steel Hector & Davis, LLP - Miami FL Nov 1997 to Jan 2005

Worldwide Report Manager/Financial Analyst

Started Operation in Brazil with two state-of-the-art offices from the ground up.

Implemented accounting procedures for all international offices and supervised staff of 15.

Related to A/P, A/R, Billing, Collections and 5 Office Managers.

Budget Preparation and Analysis - Billing Processing Worldwide - Web Base Real Time Management Reports - Profitability Reports - Financial Analysis.

Ensure Finance and Administrative compliance with all appropriate standards and policies.

Introduced Operational Market knowledge and Procedures for all International Offices.

Direct Support to Geographic OM's on Financial and Administrative issues within Budgeted Standards.

Responsible for all Accounting/Management reports worldwide.

Ensure Financial Measures are provided to the Controller, CEO and CFO of Partnership as well as BOD.

Develop International database integration with multiple currencies conversion on a Web Base report in Real Time (Intranet).

Education and Skills

Technical : Miami Institute of Technology - Graduate 1990 - Miami - Florida - U.S.A.

Special Skills : Computer Systems Applications/Accounting/Programming/Financial Reports/Status

College : Colegio Vital Brazil - Goiania - Goias - Brazil

Special Skills : Business administration - Accounting / Finance - Computer Systems Solutions

Special Skills: Excel (EXPERT-ADVANCED) Pivot Tables - Macros - Query - Graphics -VBA Visual Basic

Other Skills/Knowledge

COGNOS EXPERT – POWER BI EXPERT - HFM - FR (Hyperion Financial Report Studio) - FDM (Financial Data Quality Management), DRM (Data Relationship Management) - SSMS- Power BI – AZURE - MicroStrategy - Oracle 11g - ESSBASE - PLANNING - Great Plains(GP), FRx, SAP - Hyperion - PeopleSoft - Cognos(BI)- SQL -Framework manager -SQL Server-Query Analyzer - Enterprise Manager - Windows(MS Office) - Unix Systems-PowerPoint - Web Design - FTP - Front Page - Access Report Studio - Crystal Report Writer(V.10.0) - Reflections - Client Management Software - Whitehill – I manage - Outlook-FAS (Fixed Asset Management Solutions) - Report Smith (ADP PAYROLL) - ARCS (ACCOUNTS RECEIVABLE - CREDIT CONTROL)

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