Power Bi Business Development

Kate Meyers

New York, NY 917-***-**** ***********@*****.*** linkedin.com/in/katemmeyers

SUMMARY

Insights Strategist Data Storyteller Growth Catalyst Transforms complex data into compelling narratives and actionable insights that propel growth and drive strategic impact. Leverages analytical abilities, innovative problem-solving, and a collaborative mindset to craft insights-driven solutions that optimize operations and propel the business and customers forward. Technical Skills

MicroStrategy, NielsenIQ, Circana / IRI, Power BI, Advanced Excel (PowerPivot, PowerQuery), Qlik, IWSR, Numerator, VIP, SQL Strategic Skills

Strategic Insights, Market Strategy & Insights, Business Development, Competitive Intelligence, Shopper Insights, Category Management, Channel Development, Customer Insights, Market Research, Promotional Analysis, Sales Analytics, Ad Hoc Reporting

EXPERIENCE

PLANNED PERSONAL LEAVE, June 2024 - Present

Took time away from work to support family member through a medical issue. Now fully available and actively pursuing the next opportunity. DIAGEO New York, NY

Sales Analytics Manager, Accelerator Brands Apr 2023 – May 2024 (fixed-term contract) Led analytics and insight initiatives to support growth of newly acquired brands, driving performance through data, tools, and strategic guidance.

• Developed and maintained Excel-based dashboards and Power BI visualizations to track KPIs, brand performance, and promotional effectiveness.

• Integrated syndicated data sources to uncover growth opportunities, market shifts, and distribution gaps.

• Created persuasive selling stories and data-driven presentations to support customer meetings, Joint Business Planning (JBP), Quarterly Business Reviews (QBRs), and commercial strategy sessions.

• Partnered with cross-functional teams—including brand marketing, finance, and sales directors—to streamline reporting tools and align insights with go-to-market execution.

• Provided ad-hoc analytical support to the Brand & Commercial Directors and cross-functional stakeholders, identifying market trends, white space opportunities, and pricing dynamics to inform decision-making.

• Championed efficient communication and reporting practices across internal teams, ensuring consistency in data delivery, KPI tracking, and business updates.

STOLI GROUP New York, NY

Performance Insights Lead, Sales Activation Aug 2020 – 2022 Drove data-informed sales strategies and performance improvements across a lean commercial team. Served as the sole insights lead, collaborating directly with the CEO and Sales, Finance, Innovation, and Marketing leaders.

• Developed local market sales effectiveness tools and delivered market-level insights to identify growth opportunities.

• Synthesized data across multiple sources to deliver clear, actionable recommendations to executive stakeholders.

• Created strategic frameworks and insights deliverables for annual plans, Quarterly Business Reviews (QBRs), and distributor reviews.

• Led internal knowledge sharing and adoption of insights tools, ensuring alignment across sales and marketing teams. Kate Meyers

New York, NY 917-***-**** ***********@*****.*** linkedin.com/in/katemmeyers INDEPENDENT CONSULTANT New York, NY

Insight Consultant Jan 2013 – Aug 2020

• Financial Services Industry

Strategy & User Insight Consultant – Voice of the Colleague (VoC): Led internal insights initiatives to understand how data engineers, analysts, and associates were interacting with enterprise tools such as Alteryx, Tableau, and internal platforms. Conducted interviews, surveys, and focus groups to assess user adoption, identify skill gaps, and inform tool development and training programs. Insights informed strategies to increase tool engagement, drive upskilling, and improve retention. Focus areas: User behavior analysis, internal stakeholder research, adoption strategy, and employee engagement.

• Luxury Goods Industry

Commercial Intelligence Consultant: Built and communicated recurring commercial performance reports and dashboards to internal leadership and supplier partners. Used consumer and shopper tools to uncover demand drivers and identify growth opportunities. Translated insights into clear actions for marketing, merchandising, and global strategy teams.

• Global Payments Industry

Merchant Solution Consultant: Delivered large-scale client-facing solutions using anonymized payment data to generate insights across diverse industries including retail, hospitality, travel, and manufacturing. Mapped consumer spending trends and opportunity areas, supporting strategic positioning and partner recommendations.

• Adult Beverage Industry

Shopper & Consumer Insight Consultant: Mapped competitive, promotional, consumer, and shopper insights for a spirits portfolio. Created a comprehensive “Insights Capabilities & Integration” presentation synthesizing internal studies, vendor data, and research outputs to guide prioritization and future investments in the client’s insight ecosystem. CIRCANA (formerly IRI) New York, NY

Client Insight Consultant, L’Oréal / ABInBev June 2015 – Aug 2016 Delivered client-facing insights and analytics to shape category, marketing, and sales strategy for two major CPG clients. Served as a strategic thought partner across functions.

• Synthesized diverse syndicated data sources (Circana/IRI, retailer POS, custom research) into compelling business stories to guide key decisions across product, promotion, and positioning.

• Identified business opportunities through deep-dive analytics and proactively recommended solutions to close performance gaps.

• Worked consultatively with client teams to translate insights into action, leading workshops and business reviews tailored to category growth objectives.

• Partnered cross-functionally with internal client teams and senior leaders; built strong relationships and became a trusted insights advisor.

• Managed multiple deliverables and timelines across both client portfolios, ensuring seamless execution and strategic continuity.

Kate Meyers

New York, NY 917-***-**** ***********@*****.*** linkedin.com/in/katemmeyers PFIZER CONSUMER HEALTHCARE Madison, NJ

Shopper & Category Insights, COE Jan 2011 – Dec 2012 Drove the category vision for pain management and sleep at top drug and mass retailers. Partnered with buyers and cross- functional teams to align on growth strategies using deep shopper, category, and syndicated data insights.

• Developed category growth strategies to increase market share and sales performance.

• Applied shopper insights, Nielsen, and IRI data to identify consumption trends and uncover new opportunities.

• Collaborated with Shopper Insights to align strategies, identify assortment gaps, and inform customer planning.

• Expanded influence beyond purchasing to include marketing, research, and in-store testing at retail partners. PEPSICO, INC. Purchase, NY

Customer Strategy and Insights, COE May 2008 – Apr 2010 Led development of strategic customer and shopper insights to inform channel-wide and customer-specific strategies. Served as a trusted advisor to internal and external stakeholders.

• Delivered channel-wide insight reports to senior leadership, shaping portfolio and retail strategy.

• Identified emerging consumer and shopper trends, translating data into proactive business recommendations.

• Fostered collaboration across business units to ensure alignment and adoption of insights across teams.

• Insights influenced product innovation, marketing strategy, and customer engagement initiatives. PEPSICO, INC. Chicago, IL

Category Manager, PepsiCo Customer Team 2006 – 2008 Managed category strategy and insights for key accounts. Partnered with sales and retailer teams to optimize assortment, shelf strategy, and promotional planning based on data-driven recommendations.

• Built and presented fact-based category recommendations using syndicated data and shopper insights.

• Collaborated closely with customer teams to drive alignment between brand and retail objectives.

• Supported national retail planning, seasonal execution, and post-event analysis to measure ROI. EDUCATION

Rockhurst University Kansas City, MO

Bachelor of Science in Business Administration, Finance & Economics

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