Finance BI

We build modern data infrastructure on Azure

Building on the cloud is hard. But it can give your company the flexibility it needs to do business in this fast changing world.

We can help you build a solid, flexible and cost-effective solution.

We are experts in Microsoft Azure and Databricks solutions, and have helped over 50 companies in their transformations across the years.

Ready for data to speed up your business instead of slowing it down? Let’s chat

Owner and Azure Data Consultant

Data Walnut

You worked hard to get your B2C e-commerce store off the ground. And now it’s doing well

But what is the potential of your store: how much better can it do ?

What would happen if you knew the customer lifetime value and could segment your customers ? 
And then find the best action for each segment?
What would happen if you knew the ROI of your marketing campaigns ?
What would happen if you knew the customers at risk of churn and how to retain them ?

You already have all the data, now it’s about getting your data to work for you.

Let’s take your store to the next level together

Founder

L'Oréal

Data and Finance Manager

Unilever

Strategy Analyst

Golder Associates (Italy)

Controller

Academy of Math and Science (USA)

Accountant/Controller

CPA turned Data Engineer: cut data crunching by 10 hours/week with automated processing and data quality checks ⚡️Azure - Databricks - Power BI

I can help you leverage your data in 2 ways:

1- Consulting activity: Azure data consulting
I help companies build a modern data infrastructure (data lake, data warehouse) on the Azure cloud.
Expertise: Azure, Synapse, Databricks, SQL, Python, Power BI

2- Data product: help e-commerce sites with customer retention
My solution helps e-commerce sites segment their customers, approach the segments differently and increase retention.
Expertise: Customer lifetime value, customer retention, customer upsell, B2C e-commerce.

Luca Zanna

EverBank

Migrated CRM from proprietary on prem system to salesforce cloud to minimize downtime and facilitate scaling.
•	Ensured the marketing database of over 250,000 customers and contacts remains updated accurately and timely.
•	Utilized vigilant enforcement of do not contact indicators to avoid hefty regulatory fines.
•	Provided accurate and timely curated lists to marketing teams for campaigns.

Manager-DBA

TIAA

Led director-level stakeholders in designing actionable performance metrics of 8 teams with 800+ associates.
•	Transformed the reporting practice to an automated environment utilizing Tableau.
•	Built a rigorous audit-defensible process for onboarding of new institutional clients.

Analytics and Quality Manager:  Shared Services – Institutional Retirement Plan Services

Managed refactoring of Individual Client solutions performance management process working with 22 teams across 5 verticals.
•	Successfully worked with channel Managing Directors, Managers and associates to ensure leadership goals were realized as well as driving adoption at the team and associate levels.
•	Decreased attrition rates across department by 4% resulting in approximately $550k savings.
•	Introduced JIRA for robust workforce management efforts.
•	Identified a need for a more robust quality assurance process across many of the teams. Led process to develop and implement audit defensible quality program across 5 functional business lines.

Business Analytics Manager:  Management Systems – Individual Client Solutions

Designed and implemented a comprehensive data governance practice to effectively manage both public and private assets.
•	Supported growth of assets under management from $400B to $800B that involved analyzing valuation of all TIAAs financial assets across the public and private space including portfolio positions, derivative positions, real assets and others.

Data Governance Manager, Data Distribution Systems - Asset Management

Ally

I lead the initiative to translate requirements from the Basel 3 accords into actionable regulatory controls.  This work involved analyzing the text of the Based accords and breaking it into manageable requirements.  We then categorized and grouped requirements based on risk and type.

Regulatory Compliance Manager

tiaa-cref

Reporting analyst

Hi, I’m Tom Hinkle. I would like to tell you about one or two proficiencies that have carried with me in my career, but that would be seriously misleading. You see, I have many skills and attributes, and I also have many interests. If you are looking for someone who has only worked with the application of recurrent neural networks to predict stock prices and volatility, then sadly, I’m not your guy.

What I can tell you is that I have a logical mind and I love to solve puzzles. Along with that, I have a thorough understanding of the bigger picture and how the component pieces each play their part in the success of the company. I am not limited to one particular set of problems or one business function, or even any one toolset. As a matter of fact, many times I seek out gaps that could be responsible for deficiencies in business processes, or the company’s ability to grow. I will use whatever tool is at my disposal to solve a business problem. With a career that spans over 20 years, I have proven my ability to learn, pivot and shift time after time. 

Now it’s time to tell you about my superpower.

I am a people person. In my personal and professional life, I build strong relationships with friends and coworkers. This has led to many successful cross-functional projects where I had no authority over people that I worked with, but I was still able to get everyone to give their all. And one of the best parts is, I’m able to do all that without being a jerk. Treat people with respect and value them, and they will go the extra five miles for you. The other side of the communications coin is my uncanny ability to communicate complicated technical concepts to a non-technical audience and vice versa. That has made my efforts to train and mentor people over the years really successful and enjoyable!

So read on through the rest of my profile and resume to get a flavor of the type of work I’ve done recently and over the years. Keep in mind that if you think I would be a good fit at your organization (and I agree), I will in no way be limited by what I’ve done in the past. You will gain a problem solver that will create strong business partnerships as we continue to grow the organization.

What are you waiting for?
Let’s have a conversation today.

taplio

The Battle

Luca Zanna

Tom Hinkle

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