LinkedIn

Creating online technology courses for the LinkedIn Learning data science library. Developed and recorded courses on Microsoft Power BI, AWS QuickSight, Excel, R, and Python.

LinkedIn Learning Instructor

Helen Data Design

Interested in how to make data analytics and visualization a large scalable solution to understanding more about your business? I do Microsoft Power BI and AWS freelance consulting and training sessions on all parts of the technology, including queries, ETL frameworks, DAX calculations and modeling, and visualizations.

Founder and Principal

Rice University

Technology lead for Python for Business Analytics (MGMT 665) course for MBA students at the Jones Graduate School of Business

Lecturer in Management

Founderz

Developed and presented content in the Power BI-focused chapter in their new course: Online Master in AI and Innovation, created in collaboration with Microsoft.

Professor

CODE Magazine

Authored articles with content focusing on Power BI, Tableau, data visualization best practices, and Excel Power Query

Contributing Author

UMBC Training Centers

Teach courses to government agencies on Python, R, Excel, and machine learning

Data Science Instructor

Cornell University

Facilitating courses for predictive analytics, R, Python, and Excel optimization models for data science certifications, including engaging with students, grading projects, and designing additional projects to improve student experiences

eCornell Course Facilitator

Accelare

Created Power BI dashboards utilizing design principles on the front end, and DAX languages and multiple data sources on the back end to build out data visualizations to be leveraged by different business departments and levels of users. Provided Accelare consulting staff with training on methods and approaches to leveraging Excel’s functionality to provide more effective and efficient client solutions. Project manager for predictive analytics Medicaid project. Designed and developed Microsoft Power BI metrics designed to be incorporated with Accelare’s WorkFit software that strategy to execution to numerous Fortune 500 companies. Provided the client analytical support through calculation and analysis the modeling of their employment data. Combined this data with allocated cost totals to transform the unstructured view to a useful visualizations, dashboards, and report, assisting the client in identifying significant cost reductions of over $10 million. Real-time logistics analysis with Splunk (SQL structured database) to reduce revenue losses for a large city transportation system by over $3 million a year by improving efficiency for fixing open ticket gates. Analysis and design of HR organizational charts to streamline personnel structure to a lower cost base by cutting around five percent for each department.

Business Architect

Advanced rollout of the OneClaim global implementation in 23 countries, including translation of system information into five languages, for the largest Pegasystems project in company history designed to save AIG $1 billion a year in total operating costs for processing claims. Conceptualized and configured the AIG claims platform, strengthening platform performance to address operational requirements from use cases to the creation and customization of PegaRULES Process Commander (PRPC) requisites. Conferred with stakeholders worldwide about technical and delivery components of implementation projects. Culled requirements for major projects from end users such as the North American Private Client Group and insurance lines in France.

Business Analyst

Part of Actuarial Student program. Calculated and analyzed deferred annuity GAAP and statutory reserve liabilities for financial reports and statements, encompassing an in-depth range of quarterly and annually prepared exhibits. Documented the account value of over $2 billion in deferred annuities as a valuation actuary role. Analyzed financial statements and drafted reports using SAP accounting software, running financial queries and utilizing SAP reports to deepen analysis of the actuarial projections for the deferred annuity block of business. Evaluated and forecasted the deferred annuity cost (DAC) model as part of an annual review designed to align the projected mortality rates, interest rate credited, interest earned, and the expenses in-line with the observed financial experience of the model over the previous year’s performance. Yearly DAC unlocking process reflected in the reported GAAP revenue statements, and these numbers include an increase of $200 million in reported earnings for the entire deferred annuity block of business in 2013. Modeled annuity product interest rates in accordance with market projected interest rates and guaranteed rates. Produced and validated life insurance and annuity illustrations on multiple software programs leveraged by agents to illustrate life insurance/annuity products to a diverse customer base including high net worth clients. Verified product information, specifications, and assumptions accuracy, such as interest rates and fund values. Crafted testing strategies to verify project insurance information accuracy, originating programs to confirm the use of the correct values throughout key processes from pricing to final insurance software calculations.

Actuarial Assistant

Follow me to see my latest published content on data science, analytics, and visualization! Aficionado of Power BI, AWS, Tableau, and Excel (including Power Query), and currently diving deep into the world of Python, R, and AI (including machine learning).  Designer and developer of business intelligence dashboards and visualizations supporting many business functions and industries.

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