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Schedule Interview NowMy name is Kaitlyn M. and I have over 2 years of experience in the tech industry. I specialize in the following technologies: Microsoft Excel, Microsoft Power BI, SQL, Power Query, Microsoft Power BI Data Visualization, etc.. I hold a degree in Bachelor of Science (BS). Some of the notable projects I’ve worked on include: Finance & Sales Dashboard, CRM Dashboard, Cash Flow Dashboard. I am based in Rancho Santa Margarita, United States. I've successfully completed 3 projects while developing at Softaims.
I employ a methodical and structured approach to solution development, prioritizing deep domain understanding before execution. I excel at systems analysis, creating precise technical specifications, and ensuring that the final solution perfectly maps to the complex business logic it is meant to serve.
My tenure at Softaims has reinforced the importance of careful planning and risk mitigation. I am skilled at breaking down massive, ambiguous problems into manageable, iterative development tasks, ensuring consistent progress and predictable delivery schedules.
I strive for clarity and simplicity in both my technical outputs and my communication. I believe that the most powerful solutions are often the simplest ones, and I am committed to finding those elegant answers for our clients.
Main technologies
2 years
1 Year
1 Year
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Potentially possible
Microsoft
Interactive Power BI dashboard combining financial and sales data into one view. Track revenue, expenses, profit, and cash flow alongside sales by product, region, or rep. Includes trend analysis, actuals vs. targets, and drill-through details for deeper insights. Automates manual reporting and gives finance leaders and business owners clear, actionable data to make smarter decisions.
Goals: Build a dashboard to visualize possible revenue in each sales stage, historical view of possible revenue in each sales stage and how possible revenue in each sales stage has changed over time.
Client's goal: To forecast cashflow for different accounts in a combined view as well as individual account views. I designed and developed a cashflow dashboard that allowed forecasting based on historical data. There is a combined view that includes all accounts along with individual pages for viewing each account separately.
Bachelor of Science (BS) in Statistics
2014-01-01-2016-01-01