
Analytical and detail-oriented Business Analytics graduate with hands-on experience in Power BI, SQL, and Excel. Proven ability to connect data across functional areas, build intuitive dashboards, and effectively communicate insights to business stakeholders. Recognized for strong curiosity, problem-solving skills, and a commitment to continuous learning and project ownership. Eager to contribute as a Power BI Data Analyst by transforming data into actionable business decisions that drive success.
Pulled messy claim, eligibility, and formulary files from new PBM bidders, lined everything up to our standard layout, and flagged gaps back to the vendors.
• Spent a lot of time in Excel and SQL cleaning rebate and pricing tables, hunting down weird negative values or duplicate records that were throwing off comparisons.
• Ran competitive bid analyses using our internal RFP tools, sliced results by client benefit design, network, and utilization patterns so the summary actually matched how they run their plan.
• Worked with senior analysts to translate dense PBM pricing grids into a cleaner comparison workbook, with tabs clients could walk through without getting totally lost.
• On a bunch of RFPs, handled the first pass of data validation, logged issues in our tracker, then followed up with PBM contacts when numbers just did not make sense.
• Joined client calls with consultants to walk through savings scenarios, answered detailed questions on how we normalized pricing guarantees and what assumptions were behind each option.
• Helped tweak our standard RFP templates and checklists after a few painful projects, so future PBMs send usable data the first time instead of five versions later.
Gathered and analyzed business requirements by conducting JAD sessions, stakeholder interviews, and brainstorming workshops, ensuring alignment between business objectives and Salesforce solutions.
• Configured and optimized Salesforce Sales Cloud, Service Cloud, and Marketing Cloud to enhance customer engagement, improve sales performance, and streamline support processes.
• Designed and implemented advanced Salesforce Flows, Process Builder, and Approval Processes, automating workflows and increasing operational efficiency by 50%.
• Utilized SOQL queries and Salesforce Data Loader to perform data migration, ensuring error-free transfers of legacy system data into Salesforce.
• Collaborated with technical teams to define and document user stories, acceptance criteria, and functional requirements in BRDs and FRDs, ensuring development aligned with business needs.
• Developed comprehensive UML diagrams such as use case diagrams, activity diagrams, and sequence diagrams to visualize system processes and support team understanding.
• Customized Salesforce solutions by creating custom objects, fields, record types, and validation rules to meet unique business needs while ensuring scalability and usability.
• Designed real-time dashboards and custom reports within Salesforce, enabling leadership teams to monitor KPIs and make data-driven decisions.
• Conducted GAP analysis to identify process inefficiencies and recommended Salesforce-based solutions to bridge gaps and improve workflows.
• Managed integrations with third-party tools like DocuSign, Tableau, Slack, and Outlook, enhancing collaboration, document management, and reporting capabilities.
• Monitored and maintained Salesforce sandbox environmentsfor testing, ensuring smooth deployment of system updates and enhancements.
• Partnered with developers to create and test Apex triggers, Visualforce pages, and custom components for advanced functionality.
• Trained and supported end-users on Salesforce tools, including hands-on workshops and documentation, driving adoption rates and improving productivity.
• Automated lead management processes by configuring Lead Assignment Rules, Opportunity Pipelines, and Email Templates in Salesforce.
• Executed data cleansing and validation projects to ensure the accuracy of Salesforce data, reducing errors in customer records and reporting.
• Collaborated with marketing teams to implement personalized campaigns in Marketing Cloud, improving customer engagement by 30%.
• Acted as the primary point of contact between business stakeholders and technical teams, ensuring seamless communication and project delivery.
• Utilized Agile methodologies, participating in daily stand-ups, sprint planning, and retrospectives, ensuring on-time delivery of deliverables.
• Conducted impact analysis for Salesforce system upgrades and provided recommendations to mitigate risks during implementation.
• Supported compliance efforts by designing systems adhering to HIPAA, ensuring patient data privacy and security.
• Led efforts in process automation by leveraging Salesforce Einstein AI, optimizing workflows and enabling predictive analytics.
• Implemented case management systems in Salesforce Service Cloud, allowing support teams to resolve customer issues 20%faster.
• Documented the existing process, performed analysis, identified gaps and provided remediation plan for the processes.