Power Bi Data Analyst

Mackell Watson

Charlotte N.C

Phone: 336-***-****, 910-***-****

Email: **********@*****.***

GitHub Portfolio: Mackell-Watson (Mackell Watson)

GitHub Repositories: https://github.com/Mackell-Watson?tab=repositories

Professional Summary:

Results-driven Business/Data Analyst with a proven ability to thrive under pressure, possessing strong analytical skills, effective communication, and a self-motivated attitude. Experienced in ensuring timely and relevant process controls, data validation activities, and measurement processes. Consistently employs best practices, standard processes, and operational excellence to achieve organizational goals efficiently. Adept at creating and maintaining necessary documentation and evidence, with accountability for compiling, analyzing, reporting, and reviewing metrics to drive performance and identify trends. Capable of analyzing datasets to uncover patterns and conclusions. Active participant in Agile ceremonies, including sprints, daily stand-ups, sprint reviews, and retrospectives, ensuring alignment and continuous improvement.

Education

B.S. Industrial and Systems Engineering, North Carolina Agricultural and Technical State University

Pursuing MBA – 2026

Certifications

Six Sigma Lean Professional (SSLP) ID#: WAT091714

Change Management Specialist (CMS) ID#: WAT120214

Professional Skills:

Project Management

SharePoint

Process Improvement

Jira

Power BI

SQL (Retrieve-Read-Create-and-Join Data tables Inner & Outer Joins)

Root Cause Analyses / Apparent Cause Analyses (RCA/ACA)

MS Visio

Data Modeling

Salesforce

Excel (Pivot Tables, VLOOKUP, Dashboards)

Experience

Independent Consultant – Data & Process Analysis

Mar 2024 – Present

Clients in Retail, Healthcare, Finance, Supply Chain, and Energy

Delivered data-driven solutions to optimize reporting, automate workflows, and enhance decision-making for clients across multiple industries. Designed and deployed Power BI dashboards, implemented ETL processes, and supported business performance tracking through analytical reporting and process improvement.

Built interactive Power BI dashboards to track KPIs in sales, supply chain, and energy performance.

Developed end-to-end data models using fact and dimension tables; implemented star and snowflake schema designs.

Automated reporting processes in Excel using Power Query, improving data refresh speed and reducing manual effort by 40%.

Wrote and optimized SQL queries to extract, transform, and load (ETL) large datasets for business reporting.

Connected Power BI to SQL Server databases for real-time, dynamic reporting experiences.

Performed data validation and quality checks to ensure integrity in decision-critical reporting.

Applied DAX for time-based calculations and trend analysis (non-advanced level proficiency).

Maintained calendar tables in Power BI to support time intelligence metrics.

Provided consultative support on streamlining operations and enhancing data transparency through automation and visualization.

NUCOR Business Process Analyst

Charlotte, N.C. Oct 2023 – Jan 2024

Independent Consultant – Data & Process Analysis

Worked under NDA with private clients on data-driven projects involving process optimization, automation opportunities, and KPI reporting.

Mar 2024 – Present

While pursuing my MBA, I provided independent consulting services across industries including retail, healthcare, finance, supply chain, and energy, delivering practical data solutions and business insights. I focused on developing Power BI dashboards, automating reporting processes, and supporting decision-making with accurate, timely data.

• Designed Power BI dashboards to visualize sales, supply chain efficiency, and energy performance metrics.

• Created end-to-end data models using Fact and Dimension tables with optimized star/snowflake schemas.

• Automated Excel-based reports using Power Query, reducing manual tasks by 40%.

• Wrote SQL queries to extract, clean, and transform large datasets for reporting and analysis.

• Integrated SQL databases with Power BI for real-time data refresh and interactive reporting.

• Conducted data quality checks and root cause analysis to ensure integrity and compliance.

• Applied DAX functions for basic calculations, time intelligence, and trend analysis.

• Maintained and utilized Date tables in Power BI for time-based reporting.

• Consulted on workflow improvement initiatives in supply chain operations and energy usage tracking.

• Partnered with business teams to define KPIs and develop reporting solutions aligned with business goals.

BANK OF AMERICA (Contract) Business Analyst IV- Core Technology Infrastructure

Charlotte, N.C. Apr 2023 – July 2023

Managing Data Control Governance within the CTI Organization – Ensuring process controls, data validation activities, and measurement processes remain timely and relevant.

Create and maintain required documentation and Evidence.

Accountable for the timely and efficient compiling, analyzing, reporting, and reviewing of metrics to drive performance and identify trends.

Understand Analysis of datasets and the ability to find patterns and conclusions within the data.

Assisted in maintaining strong operational controls by monitoring daily activities, escalating potential risks, and ensuring adherence to internal procedures and compliance guidelines.

Partnered with cross-functional teams to support MRA’s and internal audits and control reviews, helping to identify inefficiencies and implement corrective actions to mitigate risk.

Collaborate with cross-functional teams to understand business requirements and translate them into scalable and reliable technology solutions.

As a team player, I collaborated with project managers, QA engineers, and Analyst to ensure the timely delivery of application software’s to meet all quality standards and user expectations, within risk management acceptance criteria.

Documented project updates, meeting minutes, and process guidelines in Confluence, fostering knowledge sharing and onboarding.

Collaborated with stakeholders to refine user stories and prioritize backlogs, ensuring alignment with business goals and adapting to changing requirements effectively.

Analyzed sprint performance metrics, such as velocity and burn-down charts, to identify areas for improvement and optimize future sprint planning and execution.

Knowlegeable in using Xceptor for data extraction, transformation, and automation for integration into various data process work flows.

Assisted in the implementation of a new ERP system, to improve data accuracy and reporting capabilities.

Ensured compliance with internal audit and regulatory reporting standards by validating financial data accuracy across automated reporting pipelines, reducing potential audit risks by 25%.

WELLS FARGO BANK (Contract) Business Consultant - Transactions & Processing, Capital Markets

Charlotte, N.C. Jul 2022 – Mar 2023

Software Utilization (Intellimatch Web, Intellimatch Client, IRIS, Snapshot, SRPL, Ticket systems). Therefore, Determining the Account Type depending on Conditions (High-Risk/Low-Risk) to place Tickets to create/modify.

CAAS Control GL Report Daily Verifications - Responsible for new Daily Controls that allows in a timely manner to capture any new currencies posted to existing combinations for both WFSIL(International), WFSE(Europe) Ledger Accounts and GPTM (Global Process Trade Management).

Sig Morning Controls -Utilizing SSRS to analyze morning files for approval or dissolvement of items dependent upon the action required to meet SLA Standards.

Assessed company accounts to determine risk levels (High, Medium, Low) based on internal criteria and external factors, ensuring proper documentation and escalation of potential red flags.

Maintained data management systems ensuring data integrity and accuracy.

Leveraged Generative AI to automate the creation of training documents and guides, enhancing the accuracy and consistency of content while significantly reducing the time required for developing comprehensive procedural documentation.

Developed and implemented automated ETL processes using Power Query to transform and cleanse large datasets, improving data accuracy and analysis efficiency.

Implemented data governance frameworks, policies, and standards across complex data landscapes including data quality assessment, data remediation strategies, and data governance maturity assessments for regulation reporting.

Created and maintained dashboards and reports using Power BI and Power Query to provide actionable insights.

Conducted data cleaning and preprocessing to enhance the quality of data used in analytics.

Implemented data governance policies and procedures to ensure compliance with industry standards.

Utilized Jira & Confluence for tracking tasks, backlogs, and tickets, ensuring project workflows, that enhances the team communication and knowledge sharing.

Collaborated with stakeholders to gather, analyze, and document detailed functional requirements, ensuring alignment with business objectives and technical feasibility.

Collaborated with product owners to refine and prioritize sprint backlogs, ensuring that high-impact features were delivered first and aligned with customer needs.

Supported SLA’s and risk mitigation efforts by identifying process gaps and assisting in the implementation of internal controls to ensure compliance with regulatory standards and company policies.

Demonstrated proficiency in creating, modifying, and managing tickets for diverse tasks, ensuring SLA was following project requirements.

Conducted UAT testing and built out test scripts to ensure data accuracy before going into production/going live.

Mapped capital markets data from internal SSRS report to DART V1 and DART V2 for reconciliation purposes.

Auto match Performance Report - Examined Matched Items file amounts in each company to ensure Auto match Rules ran effectively.

Reject Report - Analyze data of the rejected files to monitor any file load issues and any files that have not been received. This Report captures any inaccuracies for files/jobs in our control process.

Auto match Execution Report - Research recommend rules to utilized based off GL. Interim/Final file loads to create/suggest a rule that matched in the repository for certain criteria, for the rule to automatically execute.

Out of Balance & Unbalanced Report - Determined the Balance Pools for adjustments including Match Groups with Respect - Specifically to the Department/Companies Balance Pool Amounts. Researched to ensure the Unbalance amount does not equal the Out of Balance amount to avoid any discrepancies for processing.

New Accounts - Researched new postings to GL (General Ledger) to capture new postings to a specific Company, to Identify High/Low Risk Accounts to utilize the appropriate application.

Conducted new accounts screening to evaluate potential risks, including identify verification, credit checks, and fraud detection, to ensure SLA regulations.

Conducted detailed variance analysis with cross-functional teams to streamline accounting processes and improved financial reprting accuracy.

Utilized accounting softwares (ERP Systems) to post entries and generate financial statements, enhancing overall data integrity and efficiency.

Created/Updated New Accounts & Balance pools for New & Existing Stakeholders via CAAS (Company, Account, AU, and Subaccount).

Verified New Accounts/AU's were setup for Ledger Postings for Accurate Data. Ensured Subsystem Entries were submitted for SRPL (Subsystem Recon Presentation Layer.

Partnered with risk and compliance teams to analyze process gaps, ensuring adherence to federal banking regulations (e.g., SOX, OCC) and enhancing internal control documentation for audit readiness.

Researched FX and OTC transactions across multiple currencies (USD, EUR, CAD, GBP, JPY, MXN) for ledger posting and reconciliation.

Production GS (General Suspense) - Ensure the Net Downs of BR (Broadridge) Accounts are netted down according to the TB (Trial Balance) are processed except for Balances in outstanding states.

GS Training (Cont.) - GS, Listed Options (Other), Listed Options (BR), Sig BR (Cash), Sig BR (WFSLLC), Sig BR (WFSIL), Sig BR (Cash Wires)

LOWES COMPANIES Inc. (Contract) Business Analyst

Mooresville, N.C. Jul 2021 – Jan 2022

Build accurate reporting and analyze results to identify insights to Support the MST Organization to make evidence-based decisions that will influence scheduling, task prioritization and to drive business results.

Understanding of the project details within their merchandising division and reporting on the key MET metrics for projects approved by Internal Stakeholders after buy-in approval.

Accountable for the timely and efficient compiling, analyzing, reporting, and reviewing of metrics to drive performance and identify trends.

Perform quality review audits on key resets to report out on accuracy and consistency of execution.

Provide thorough understanding of projects within merchandising business areas of responsibility. Run MST reporting and analyze details of the project and reporting out on key MST metrics. Maintain partnership with the project planning team to understand any obstacles that may affect project execution or completion.

Ensure that reports and insights are timely, accurate, and easy for the intended audience (Stakeholders) to read and use. Provides back-up data to the teams when necessary.

Responsible for delivering recommendations that support the MST and merchandising execution team regarding quality, completion, on time rates, and productivity objectives using smart project reporting.

Accountable for sharing best practices across teams. Identify large areas of repetitive manual work and raise concerns/questions to management teams to look for automation opportunities.

HERBALIFE- (Contract) Data Coordinator

Winston Salem, N.C. Nov 2020 – Apr 2021

Project Scope - Support the Operations and Project Team with data creation and editing as required by the Process Strategy Manager and Internal/External Stakeholders.

Performed Data Entry and Validation using Herbalife Agile Production System Software to Analyze, Source, Create and Update data for assigning new SKU’s maintaining existing database.

Prepared source data for computer entry ensuing the verification process of reviewing, correcting and reentering data by verifying entered data.

Maintained Data Entry Requirements by following and utilizing the data program techniques and procedures, effectively communicating between departments and team members.

Supported Operations Team to understand how various issues affect each other and the outcome of projects, with the ability to make day-to-day decisions within a logical manner.

Utilize Jira to create and manage user stories, epics, and sprints, ensuring clear task assignments and progress tracking.

Collaborated with development team to break down user stories into actionable tasks, enhancing the clarity and reducing project bottlenecks.

DUKE ENERGY- (Contract) Data Analyst

Charlotte, N.C. Jul 2018 – Mar 2019

Project Management with Planview: Collaborated within a team on a Change Management Project leveraging Planview, focused on reorganizing company best practices to enhance the quality of deliveries to internal and external stakeholders.

Created and managed customized SharePoint sites and libraries to enhance document management, collaboration, and workflow automation, streamlining processes and improving team efficiency.

Data Entry - Input PIR (Preliminary Incident Reports) to hold contractors accountable for inaccuracies (Contractors & Employees).

Ad Hoc analysis - created reports that did not already exist to get details about accounts, transactions, or records in a timely manner to internal/external stakeholders.

Designed and maintained data extraction, transformation, and load (ETL) workflows, ensuring seamless data flow into reporting systems for real-time business intelligence.

Worked closely with development teams to ensure non-functional requirements like usability, availability, and maintainability were incorporated into design and testing phases.

Power BI / Cognos - Created Dashboards and Reports for Sales Analysis to Develop KPI’s & Scorecards. Also utilized the software for Data Forecasting as well as Data Modeling.

SQL – Utilized Database (MYSQL, SQLite, etc. :) server to execute basic commands to retrieve & extract data needed in an Ad-Hoc environment.

Created, maintained, and updated user stories and translated requirements to BRD’s held in Jira.

Examined & compiled data for visuals to understand as soon as trends are taking place.

Root Cause Analysis / Apparent Cause Analysis (RCA/ACA) - Determines the significance level of classification from events to be aligned with the Governance & SOP to ensure inaccuracies of the model.

Monitored data integrity and procedural adherence in regulatory filings and reporting workflows, supporting compliance with energy sector regulations (e.g., FERC, NERC), and strengthening audit preparedness.

MS Visio-Used process flow charts/diagrams to ensure proper communication and deployment of organizational vision for all stakeholders.

Mapped Customer data from Excel report to Power BI dashboard to ensure accurate information was being reported on in a timely manner for RTD.

STARWOOD Starwood capital, LLC., General Manager

Charlotte, N.C. Jun 2005 – Jul 2017

Performed research analysis for the weekly and monthly report totals via MS Excel and determined the most appropriate analytical techniques for reporting and the appropriate internal groups to connect too.

Conducted financial reporting and analysis, including Accounts Payable (AP), Accounts Receivable (AR), account reconciliation, and general ledger (GL) maintenance to ensure accuracy and timely month-end closings.

Analyzed EBITDA, revenue trends, and Profit & Loss (P&L) statements to support financial planning and performance reviews.

Generated weekly and monthly reporting packages using Microsoft Excel, applying advanced formulas and pivot tables to consolidate operational and financial metrics.

Managed key internal and external accounts through the Salesforce CRM platform, maintaining service standards and enhancing client satisfaction.

Developed and enforced standardized compliance checklists across hospitality properties to ensure alignment with brand standards, health & safety regulations, and PCI-DSS data handling practices.

Led SOP documentation and team training initiatives during the CRM migration from Westmont Hospitality to Starwood Capital’s mainframe (Gearco Software) following acquisition.

Worked with a team to update and maintain (S.O. P’s) by documenting procedures, the training of team members after the company's acquisition transition, i.e., converting Westmont Hospitality CRM Software to Starwood Capital Mainframe (Gearco Software).

Utilized the ADKAR Change Management Model to guide employees through the process of change and the awareness for change.

Utilized Salesforce CRM platform, accountable for managing key internal & external accounts.

Conducted root cause analysis in identifying system gaps and deficiencies that required a business and technical based approach for problem solving.

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