David Z.

About David Z.

I’m a Senior BI Analyst with 10+ years of experience building analytics systems that help organizations make clearer, faster decisions.My work combines BI architecture, KPI governance, automation, and executive reporting across functions including Sales, Marketing, HR, Finance, and Operations. I’ve helped modernize reporting environments, built governed Power BI ecosystems, automated SQL and Python workflows, and supported business teams in moving from fragmented reporting to more scalable decision support.At Batesville, I focus on enterprise BI modernization through semantic modeling, governance standards, KPI framework design, and Power BI adoption. I also built a Python-based customer segmentation workflow and am piloting Python and LLM-supported processes to improve semantic modeling and insight delivery.Earlier in my career, I supported analytics and reporting transformation in financial services and global operations environments, with experience spanning data warehousing, KPI reporting, process improvement, and stakeholder enablement.Core areas: Power BI, SQL, Python, semantic modeling, KPI design, executive reporting, data governance, reporting automation, and retention / segmentation analytics.

Experience

1. Senior Bi Analyst (Enterprise Analytics & Data Strategy)

   Batesville

   Feb 2024 — Present · IN, US

   Leading BI modernization, KPI governance, and executive analytics across Sales, Marketing, HR, and Finance.Selected Impact:•Helped lead enterprise BI modernization across Sales, Marketing, HR, and Finance through semantic models, governance standards, and reporting frameworks.•Supported migration of 500+ users from Excel and Cognos to Power BI, improving consistency and trust in reporting used for executive reviews and broader business planning.•Built and operationalized a Python-based RFM analytics pipeline that automated customer segmentation and surfaced actionable insights in Power BI for marketing and sales teams.•Delivered 60+ dashboards and KPI frameworks covering campaign ROI, sales pipeline performance, promotions, HR retention, and financial metrics.•Automated HR retention and turnover analytics by converting static flat files into time-series datasets, replacing weeks of manual reporting with near real-time visibility for leadership.•Integrated data from Oracle, Fusion, Eloqua, ADP, Cognos, and JDE into reliable automated reporting pipelines.•Serve as a Power BI subject matter expert for analysts, managers, executives, and technical stakeholders.•Piloting Python and LLM-supported workflows to improve semantic modeling, metadata enrichment, and narrative-style insight generation.

Education

• University of Illinois Urbana-Champaign

  Master of Business Administration - MBA

• UC Irvine

  Bachelor's Degree, Economics

Skills

• Microsoft Word
• Process Improvement
• Annuities
• Access
• Clarityppm
• E-Views
• Accounting
• Vendor Management
• Project Management
• Eviews
• Forecasting
• Ms Project
• Sharepoint
• Sql Server Management Studio
• Clarity Owb
• Finance Calculator Skills
• Excel
• Ms Visio
• Computer Hardware Troubleshooting
• Regression Testing
• Futures
• Microsoft Sql Server
• Sdlc
• Corporate Finance
• Onenote
• Synergyone
• Sql Server Reporting Services (Ssrs)
• Hpqc
• Outlook
• Management
• Microsoft Excel
• Powerpoint
• Requirements Gathering
• Sql
• Visio
• Word
• Transact-Sql (T-Sql)
• Ms Paint
• Conversational Mandarin
• Leadership