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Kaitlyn M. SQL, Power BI and Data Analysis Platforms

My 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

  • SQL, Power BI and Data Analysis Platforms

    2 years

  • Microsoft Excel

    1 Year

  • Microsoft Power BI

    1 Year

  • SQL

    1 Year

Additional skills

  • Microsoft Excel
  • Microsoft Power BI
  • SQL
  • Power Query
  • Microsoft Power BI Data Visualization
  • Excel Macros
  • Microsoft SQL Server
  • API
  • QuickBooks Online API
  • Data Modeling
  • Data Analysis Expressions
  • Financial Reporting
  • Azure DevOps
  • GitHub
  • Microsoft Power Automate
  • Data Analysis

Direct hire

Potentially possible

Previous Company

Microsoft

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Experience Highlights

Finance & Sales Dashboard

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.

CRM Dashboard

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.

Cash Flow Dashboard

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.

Education

  • California Polytechnic State University, San Luis Obispo

    Bachelor of Science (BS) in Statistics

    2014-01-01-2016-01-01

Languages

  • English