alan d'souza

Led the BI and analytics team at Upgrade. Was responsible for the data roadmap and delivering products for internal and external data consumers. Built infrastructure and warehousing for analysts (Snowflake, Tableau) as well as made sure platform investors got the data they needed (Reports, Data API) on time.

* Built an analytics and reporting framework to help Finance make sense of data * Defined KPI’s for the Investor side of our marketplace and designed and built dashboards to track them * Designed and implemented data models to help power Investor as well as Borrower level reporting * Implemented Tableau in order to make the data accessible to a larger audience

Performed various functions within the Finance organization. Responsibilities included managing the fixed income portfolio and excess cash, compiling reports for the asset/liability committee, implementing a new fixed asset accounting system and modifying the banks general ledger to support multiple branches.

Performed common stock, equity and derivative valuations of privately-held, venture-backed companies for the purposes of IRC 409a, FAS 123R, FAS 157 and FAS 133

Helping the Product team build a better product for Investors and Borrowers through better data and more insights

Built and led a team of four analysts who supported over 45 Product Managers and Designers. We helped PM's identify and quantify customer needs, as well as measure the impact of new features. Primary owners of web analytics, AB testing, funnel optimization, customer surveys, and SEO. Leaned on tools such as Heap, Optimizely, Airflow, Redshift and Qualtrics to make our lives easier.