About me

Hi, I'm Steven — a data analyst and automation developer focused on building clean, reliable data pipelines and analytics tools that make teams faster and more accurate. I specialize in Python, SQL, and Snowflake, and I've spent the last two years delivering automation solutions across financial reporting, capital markets analytics, and enterprise data management.

I like solving messy, ambiguous problems. Whether it's reconciling metadata across business divisions, creating automated accounting workflows, or designing dashboards that simplify complex trends, I enjoy turning raw, inconsistent data into something structured, intuitive, and actionable. My work often involves designing ETL pipelines, writing automation scripts, building GUIs for internal users, and developing dashboards that help leadership make clearer decisions.

I'm especially interested in roles where analytics and engineering meet — places where I can combine Python automation, SQL, and business logic to create systems that scale. I enjoy understanding how data flows through an organization, identifying bottlenecks, and building tools that eliminate manual steps or reduce risk.

Right now, I'm focused on growing as an analyst in environments where I can work on deeper modeling, forecasting, capital markets analytics, or technical data workflows. I want to contribute to teams where the impact is tangible: faster reporting, cleaner data architecture, better decision frameworks, and more automated processes.

My approach is simple: build things that work, build them cleanly, and make the people around me faster.

Portfolio


Python Based Projects

Example ETL Pipeline for P&L and Exposure Calculations

CoffeeHut

This sample ETL script automates daily trade processing by extracting data from a SQL database, transforming it to calculate daily P&L, notional volume, position exposure, and weighted average price, and loading the results into target tables. It uses logging for traceability, Outlook email notifications for success and failure alerts, and a SQLAlchemy connection to handle database access. The script includes reusable calculation functions, structured error handling with traceback capture, and a polling loop that checks for data availability before running.

Technologies used: Python, SQL, Database Connection

Sample Data Exploration and Cleaning Script

React.js Portfolio

This sample data exploration script performs initial profiling, cleaning, and validation on a raw dataset. It generates descriptive statistics, checks for missing or inconsistent values, inspects data types, and applies standard cleaning steps such as renaming columns, removing duplicates, and handling nulls. The script includes Pandas-based transformations, summary outputs for quality checks, and reusable functions for preparing the data for downstream modeling or dashboards.

Technologies used:
Python

Example Dashboard

Global Sales Performance Dashboard

DinnerDice

This Power BI dashboard analyzes country-level sales performance across key markets, highlighting revenue, profit, and product-level trends. It provides insights into sales volume, profitability, and month-over-month performance to identify high-growth regions and underperforming markets. The dashboard enables business stakeholders to quickly evaluate performance metrics and make data-driven decisions.

Technologies used: Power BI, DAX, Power Query

Resume

To see a pdf copy of my resume please click here

Education

Bachelor of Science in Statistics, Bachelor of Science in Economics
University of North Carolina at Chapel Hill

Technical Professional Experience

Analytics Data Engineer- Reporting and Automation (Professional)
May 2025 - Current

• Automated 14+ ETL pipelines in Python pulling from Snowflake, ATLAS, Fair Value, Oracle, and Maverick, cutting process times by 95% and enabling fully automated financial reporting across Capital Markets.

• Served as one of three core administrators for the internal ICM database, managing secure read/write access for 100+ users and improving data reliability and operational continuity.

• Converted legacy Excel/VBA workflows to Python, improving runtime by up to 90% and reducing recurring manual errors to near zero.

• Built and maintained Power BI dashboards (Power BI, DAX, SQL, Python) for forecasting, valuation, and model tracking, integrating multi-source datasets to support CFO-level decisions.

• Provided advanced SQL support for Capital Markets, enabling stakeholders to run granular queries (e.g., CUSIP-level UPB) and improving reporting accuracy and turnaround times.

• Led end-to-end automation of the Risk Control Self-Assessment (RCSA) process using Python, reducing completion time by 99% and streamlining reporting for the Risk Controls team.

• Delivered Python training/analytics support to 100+ users, increasing technical proficiency across the division.

• Designed a CustomTkinter-based GUI in Python for large-scale business change management, automating email notifications, revision workflows, and reconciliation steps for 50+ users and reducing request processing time by 80%.

Finance Rotational Analyst
June 2024 - May 2025

• Automated CDE extraction and analysis(Python, SQL, Snowflake API), reducing a year-long manual effort to one month, ensuring timely compliance and audit readiness.

• Built a Cytoscape-based data lineage visualization tool(Python), improving clarity for 20+ stakeholders and accelerating data governance and impact analysis workflows.

• Automated Multifamily LIHTC accounting processes(Python), cutting the process time from 5 days to 10 minutes per month, reducing operational risk and freeing up valuable resources for more strategic tasks.

• Improved metadata management workflows by automating manual validation tasks(Python), reducing process time by 50% and improving data accuracy for core financial systems.

Operations Management Intern
May 2023 - August 2023

• Conducted quantitative analysis on supply allocation data using R, uncovering consumption inefficiencies and contributing to a 25% reduction in resource shortages across high-priority product lines.

• Designed automated Excel dashboards for real-time operational tracking, improving speed and clarity of reporting to business managers and regional leadership.

• Collaborated across finance, ops, and procurement teams to translate modeling insights into actionable planning tools — strengthening communication and execution across key decision-makers.

Technical Skills and Certifications

Certifications: SnowPro Core Certification
Programming: Python, SQL, VBA, DAX, Power Query
ETL and Automation: ETL Pipeline Dev, Data Transformation and Integration, Data Automation
Business Intelligence: Power BI, Tableau, Dashboard Design and Reporting
Data Management: Data QA, Data Governance, Metadata Management

Contact

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