About Me

I’m passionate about telling stories using data and making insightful visuals in Power BI.

My experience spans from management consulting, to corporate treasury at a Fortune 100 company, to implementing project controls at a SoftBank-backed construction technology startup.

I have a strong data integration and reporting skill set. I heavily used Excel in management consulting and then discovered Power BI, where I focused on relationship modeling and data shaping.

I had the opportunity to teach Power BI to almost 500 project controls/project management professionals from around the world in March 2020. Below is a flyer from the webinar that me and my friend conducted. Check out the event page here.

Project Control Academy Power BI webinar

Technical Skill Set

Power BI Logo
Primavera P6 Scheduling
SharePoint Online
Smartsheet project management

Experience

Katerra

Scottsdale, AZ

Project Controls Engineer (Central Group)

September 2018 - July 2020

  • Designed and maintained monthly reporting for a $600+ million porfolio with Power BI that includes earned value management, billings, cost data, safety data, and drone progress footage.
  • Created seven (7) project codes to identify schedules by function, program status, and product information. Resulted in organized way to sort and report enterprise-wide schedule data.
  • Developed enterprise-wide coding structure to vertically integrate Design, Manfucaturing, Procurement, and Construction schedules to allow for bi-weekly variance and delay analysis.
  • Worked with upper management to integrate acquisition of 4 general contractors. Analyzed data collection and historical reporting to integrate with overall legacy portfolio.
  • Member of the Central Project Controls group. Responsible for developing processes and providing support to 20+ team members, 20+ site teams, and other internal departments.
Costco Wholesale

Issaquah, WA

Treasury Analyst

June 2018 - September 2018

  • Gathered and analyzed data from multiple sources (front-end, back-end, POS) to validate card processing transaction activity for more than 44M households and 87M cardholders.
  • Led the analysis for the Ecommerce department to determine root cause for 10,000+ credit declines on a monthly basis. Worked with multiple third parties to compile source data.
  • Utilized Alteryx Designer to upload credit/debit transaction data to our database (2 million transactions/day). Used Power BI to visualize and trend transaction-level detail by location/card type/time period for more than 700 Costco locations.

Seattle, WA

Consultant (Forensic Litigation & Construction Claims)

September 2014 - June 2018

  • Part of an international team of consultants analyzing a $500 million claim from a $2 billion design-build construction project in the Middle East. Worked with team members to conduct detailed variance analyses, draft expert witness reports, and support the contractor’s law firm with ad-hoc analysis for litigation.
  • Led the analysis for a rebuttal of the opposing expert witness’ claim for $9.5 million in lost profits for an agricultural products manufacturer. Analyzed over 3 million transactions which resulted in a $7.5 million (more than 70%) reduction in the damages alleged by the Plaintiff.
  • Built model to summarize labor cost amounts for a $47 million delay claim in the construction of a large hospital in Southern California. Calculated a proxy indicator that measured approximate time spent on project tasks by analyzing emails for relevant keywords and dates.
  • Part of an international team (more than 200 consultants) that worked on a large antibribery/anticorruption (ABAC) case where a national government levied a $500 million fine. Project team was recognized as the top “Outstanding Client Service Team” from a field of 50 nominees (more than 450 nominations firm wide).
  • Worked with two Managing Directors on a risk analysis for a $1 billion (sales) pharmaceutical company that wanted to enter the Latin America market. Recommended including flowcharts and tables in their policy manuals to visually map out payment procedures.

Education

University of Washington Seattle

Seattle, WA

Bachelor of Arts in Business Administration (Finance & Accounting)

June 2014

  • 1st place – Deloitte Consulting Case Competition: 1st place out of 23 teams. Health care case where we developed a growth strategy for a chain of urgent care clinics over 2.5 days.
  • 1st place – KeyBank & Target Consulting Competition: 1st place out of 6 teams. Provided a market entry strategy for a company in the automotive parts industry.
  • 1st place – Holland America Line Global Business Case Competition: 1st place out of 20 teams. Market entry case for an environmental remediation firm analyzing the Chinese market.