Keaton Newbold

• Delivered SQL-based analysis and Tableau dashboards to support business decision-making across key operational and financial metrics • Improved reporting efficiency by streamlining SQL queries and maintaining automated BI dashboards in Tableau • Translated stakeholder reporting needs into scalable dashboards and data queries within SQL Server and Tableau

• Mined shipping charges using Python, discovered erroneous charges for all products hitting a specific warehouse in California, and communicated the results to accounting and management, saving the department $148,807.98 in 2023 and about $15,000-20,000 per month going forward • Created the #1 most utilized Tableau dashboard in the entire company for all time, called the “Agent Scorecard,” leading to more effective coaching of agents and a 16.25% increase in agent effectiveness • Planned, designed, built, deployed, and socialized data visualizations in Tableau, taking the department from 0 to 62 fully functional Tableau dashboards in one year • Migrated existing data processes from Excel to the Snowflake data warehouse, developed and maintained 18 new ETL pipelines using Python and Snowflake • Developed and executed over 39,000 SQL queries in Snowflake to identify, clean, curate, and extract data from tables with up to 6 billion records for reports and dashboards

• Developed Python code to parse large amounts of data and find price matches for financial transactions for a particular client, reducing processing time by an average of 97.92% • Streamlined ELT process by setting up data feeds to efficiently pull data from investment banks to Orion’s database, leading to a promotion from intern to full-time analyst • Ensured the accuracy of datasets by implementing advanced Excel functions and Python scripts for data validation and reconciliation

• Engineered new accounting and sales systems and processes for the company in a new ERP • Extracted, transformed, and loaded (ETL) 5 years of accounting data into the new ERP, successfully transitioning the company’s records • Performed data cleaning and analysis using Python and Excel to maximize profit margin

• Assisted customers with account maintenance and financial questions over the phone • Completed a recruiting plan to attract more talent from universities to Fidelity’s Salt Lake City office

• Translated for Spanish co-workers, improving communication within the team • Worked independently and reliably contributing to increased team productivity

• Corrected bills with over 99% accuracy leading to faster processing time • Entered bills into the system at more than 2 times the expected rate allowing the team to process significantly more bills per week

• Surpassed expected rate of production allowing more products to be sorted and shipped • Mastered 5 different skills and seamlessly transitioned between tasks as needed leading to increased efficiency

• Managed creation and distribution of work orders and invoices resulting in increased efficiency • Entered and tracked deposits with 100% accuracy over course of employment