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Lead BI Analyst, BI Analyst, Data Analyst, Tableau Analyst

Location:
United States
Posted:
November 24, 2025

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Resume:

Sam Jeffrey

LEAD BUSINESS INTELLIGENCE ANALYST

Tableau Power BI ETL Snowflake Data Integration Specialist

Profile

●Business Intelligence Lead with 15+ years of experience in business analytics, business, and the overall management of a product/solution.

●Bringing forth proven expertise in guiding business operations, management, strategy, and profitability.

●Analytical and detail-oriented senior data analyst with extensive experience in data integration, data visualization, and data analysis.

●Proficient in SQL and other data analytics tools. Skilled in interpreting complex data sets and presenting data insights to stakeholders.

● Seeking a senior lead position in a data-driven organization where I can leverage my analytical skills to drive data insights and business growth.

Areas of Expertise:

Tableau: Tableau 9.1/9.3/11.3/2018/2019/2020/2022/2023

Power BI: Power BI desktop, Power BI service

OBIEE: OBIEE 11.1.1.7/11.1.1.5/10.1.3.4.1, BI Publisher

ETL:Informaticav8.6.1/v9.0.1,Snaplogic,Alteryx, Lavastorm,Data3sixtyAnalyzev3.4.0.x

SAP Business Objects: Business Object 4.1

Oracle BI Apps: Oracle BI Apps v7.8.x/v7.9.x

Scheduling Tool: DAC 10.1.3.4.1, Control-M

Programming Language: SQL, PL-SQL, RDBMS, Python

Database: Snowflake, Oracle 10g, Oracle 11g, Teradata & SQL Server 2014/2016, Postgres, Redshift

Query Tools: SQL Developer, TOAD, Teradata, DBeaver, MySQL

Data Modeling: StarSchema Modeling, SnowFlake Schema Modeling, Fact and Dimension Tables

Operating Systems: Windows

NICE In-contact integrations, Workday, Integrations, Survey Monkey surveys integrations

Engineering Big Data with R and Hadoop Ecosystem

Migrating tools: Clear case, Sub version, Github

Employment History

Lead Data/Reporting Analyst, NIH - National Institutes of Health: DMID Division of Microbiology and Infectious Diseases & DAIDS – Division of AIDS, Bethesda Maryland

JUNE 2024 — PRESENT

●Led analytical and reporting oversight efforts for clinical trials to enhance clinical outcomes by improving protocol adherence, monitoring performance metrics, and optimizing trial efficiency across targeted research sites.

●Collaborated with DAIDS (Division of AIDS) to implement and support clinical research form (CRF) reporting, ensuring accurate, timely, and standardized data collection across multiple use case formats and consolidation of complex reporting.

●Developed strategies for site-specific performance improvements, identifying and addressing gaps in site operations to align with DAIDS regulatory and research quality standards.

●Designed and developed a prototype of Business Intelligence (BI) features using AI within Tableau and Power BI to support predictive analytics for clinical trial outcomes and operational performance.

Lead Data/Reporting Analyst, Wide Open West, Denver Colorado

AUGUST 2019 — MAY 2024

●Established a successful cross-functional collaboration between business and enterprise teams, resulting in increase in sales.

●Implemented a sales performance dashboard that tracked key process metrics in real-time, allowing for quick and informed decision-making by management.

●Developed process models and simulations to predict campaign performance and identify potential bottlenecks.

●Mentored junior developers for delivering effective solutions.

Senior Reporting Analyst, Charter Communications, Denver Colorado

NOVEMBER 2017 — JULY 2019

●Developed an automated process for reporting different team’s data and their project performance.

●Developed a custom process and application dashboard that streamlined projects across and easily measuring the success of each project.

Senior Data Analyst, Capital One (Small Business Banking), Reston Virginia

OCTOBER 2016 — NOVEMBER 2017

●Automated data collection and analysis processes to reduce manual processing to prepare effective campaigns for bankers.

●Built dashboard specific to pod metrics depicting the total revenue by bankers and footprint of the bank.

●Built baseline analytics in gathering data for marketing campaigns and increasing the banker’s data efficiency in converting prospects to customers in business banking.

Data Analyst, Capital One, Richmond Virginia

JUNE 2016 — SEPTEMBER 2016

●Worked with Business Analyst and the Business users to understand the user requirements, layout, and look and feel of the application to be developed and implemented solution aligning with the expectations.

●Analyzed and visualized large datasets related to business operations on transactions and trends.

●Supported activities for Monitoring business objects related risk related reports, deployment, and release management.

Project Lead, Capital One, Richmond Virginia

MAY 2013 — MAY 2016

●Led a cross-functional team to successfully launch a large-scale project on time and within budget.

●Interact with business key users to gather report requirements for HR Analytics integrated with Workday Implementation.

●Coordinating between source team, ETL team. Business Analyst, QA and UAT team to minimize conflict while requirement gathering and finalizing the design. Worked comfortably in onsite-offshore model.

Developer, Capital One, Bangalore India

JUNE 2008 — APRIL 2013

●Developed custom OBIEE dashboards that increased developer productivity and code reuse.

●Wrote, maintained, and executed SQL queries to validate the integrity of the database and some ETL procedures.

●Performed gap analysis and feasibility study for the given business requirements.

●Created HR related reports and dashboards for initial review by the business users.

●Customized the OBIEE Repository (physical, BMM, and presentation layers).

Education

Bachelor of Science in Engineering, Karunya University, Coimbatore India

JANUARY 2004 — JANUARY 2008

Courses

BI Data Storytelling Mastery Certified, by Mico Yuk Brainz academy.

NOVEMBER 2023 — DECEMBER 2023

Enablement training on Data3sixty Analyze v3.4.0, Charter communications.

JUNE 2019 — JULY 2019

BI-OBIEE-L1, L2 and L3 Certification, Internal to Wipro

APRIL 2019 — MAY 2019

IM-INFORMATICA POWERCENTER-L1, L2 and L3, Internal to Wipro

APRIL 2019 — MAY 2019

DB-ORACLE SQL-L1, L2 and L3 Certification, Internal to Wipro

NOVEMBER 2019 — DECEMBER 2019

DB-PL-SQL-L1, L2 and L3 Certification, Internal to Wipro

NOVEMBER 2019 — DECEMBER 2019

International School of Engineering Participation of Big Data Analytics and optimization Certification, INSOFE Hyderabad India

NOVEMBER 2012 — DECEMBER 2012

Extra-curricular activities

Men's fellowship lead & Worship Leader at Church, Denver

2022 — PRESENT

●Leader with strong communication skills and the ability to listen to and communicate with people of all ages.

●Coordinate the planning and implementation of opportunities for ministry

Skills

Team Lead

Agile Software Development

Business Requirements

Business Analytics

Data Warehousing and Business Intelligence (DWBI)

Automation

Problem Solving

Gap Analysis

Data Analysis

Data Integration

Release Management

System Solution

Tableau & Power BI (Business Intelligence Software)

Solution Architect

Subject matter expertise

Projects

HR analytics with Workday

OBIEE HR analytics and custom metrics dashboard

Campaign effectiveness and improvements process

Effective Banker sales process automation

Tech Services project health monitoring

Mobile product performance Dashboard

Sales Flash (Sales Metrics) Monitoring and Dashboard

Survey Monkey integration

Survey Index automation and field services effectiveness

Sales force leads and calls tracking automation.

Worker onboarding and service now automation

InContact complete calls configuration and reporting

Marketing calls design for new callers and directional reporting

InContact Agents skill type assignments automation

Outage service now complete configuration and automation

Pricing campaign dashboard and C-level automation reporting metrics

Customer delinquency and effective tracking of delinquent days for collection reporting

Sale channel automation and business approval automation

Markettraq and marketing cloud integration and files automation to vendors

Telco-OTT automation and reporting

YouTube partner reporting and dashboards

Hobbies

Music, Travel



Contact this candidate