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🚀 Check out my top 3 most recent Business Transformation projects 

Automated Sales Reporting for $2.7B annual Portfolio

🔍 Business Challenge:Manual Excel reporting took 2 full business days, delaying revenue insights and real-time decisions.

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⚙️ Data Strategy & Automation:Automated reporting with Tableau dashboards linked to BigQuery and Clari API. Created custom business unit reports with standardized KPIs. Collaborated continuously with stakeholders, incorporating feedback to enrich dashboards with detailed pipeline metrics—deals won, at-risk health, and coverage—offering a clear 360° sales funnel view for proactive decisions.

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🛠️ Tools & Technologies:
Tableau · BigQuery · Alteryx · Clari API · Excel· Salesforce

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📈 Outcome:
Cut reporting time from 2 days to 3 hours — accelerating turnaround by 90%, saving 30+ days annually, and enabling real-time sales forecasting for faster, data-driven decisions.

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👥 Leadership Impact:
Drove cross-functional KPI alignment, mentored junior analysts, and co-led enterprise data governance to ensure accuracy and consistency across reports.

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💡 Business Skills Developed:

  • Strategic stakeholder engagement

  • Cross-functional collaboration

  • Agile project management

  • Change management

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Revenue Automation & Data Alignment — Clari API Integration

💡 Business Challenge
Manual Clari exports didn’t align with on-screen GUI numbers. Hidden logic made it difficult to replicate revenue forecasts outside the platform — resulting in time-consuming manual work and reporting inconsistencies.

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⚙️ Role & Solution:

  • Collaborated with Clari’s product team to decode hidden GUI logic

  • Identified data gaps and reverse-engineered reporting processes

  • Built an automated revenue reporting pipeline

  • Advocated for Clari API enhancements

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🛠️ Tools:
Python · Clari API · Postman · SQL Server · Tableau · Salesforce

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📈 Impact:

  • Saved 30+ analyst-days annually by eliminating manual work

  • Ensured export data aligned perfectly with GUI for accurate reporting

  • Delivered real-time dashboards for a $2.7B+ pipeline

  • Led stakeholder training and created documentation

  • Influenced Clari’s API roadmap with product improvement requests

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🎯 Business Skills Developed:

  • Advanced problem-solving and analytical rigor

  • Cross-organizational collaboration

  • Change management and stakeholder enablement

  • Influencing product strategy for enterprise tools

KPI & Reporting Governance Program

Challenge: Inconsistent KPIs and undocumented dashboards caused confusion and inefficiencies across global sales teams.

 

Action: Established a centralized KPI repository and streamlined communication using Google AI–powered meeting tools.

 

🛠️ Tools & Platforms
Google Docs · Smartsheets · Excel · Tableau · Google AI Features

 

📈 Impact

  • 🚀 Cut down cross-functional rework by 40% with consistent data definitions

  • ⏱️ Fast-tracked onboarding by equipping new analysts with clear, accessible resources

  • 🔍 Enabled sharper decision-making through unified and transparent data language

  • 🤝 Strengthened collaboration and alignment across global teams

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🎯 Business Skills Developed:

  • Operational Excellence — Streamlining workflows for efficiency and accuracy

  • Collaborative Influence — Building consensus across diverse stakeholders

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